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IMMUNOTECImmunotec ProStrategy, Service Design, Branding and Visual Design, Product & Digital Design, Motion DesignUnited States - 2024

A data driven app for sales consultants

The challenge

Immunotec, a prominent health products company in the USA, faced challenges with various backoffices and systems, hindering sales consultants' access to crucial data and decision-making.

The partnership

In partnership with Gaio, a data intelligence leader, a qualitative research redesign was done on their backoffice, integrating databases and systems into a scalable modern business suite for their consultants, now able to easily access important information, at any time.

overview

A consultant who needs several systems to find out what they earned is not selling. They are searching.

Approach

Immunotec did not have a data problem. It had too much data, in too many places. Each backoffice held a piece of the truth about the consultant's network, and none of them held the question the consultant asks every day: how am I doing, and what do I do now. So the redesign started with qualitative research, listening to consultants before drawing a single screen.

The decision that organized everything else was treating commission and order as one story rather than two reports. The earnings chart and the downline order list share a screen because that is how the question arrives. In partnership with Gaio, the databases were integrated underneath, so the suite could feel simple in exactly the place where the system was most complex.

Laptop on a desk showing the MyImmunotec platform: the side menu with Dashboard, Activities, Analytics, Consultants and Map, and the Analytics screen with total organizational volume, sales by city and the commissions block

Product

The suite was built to scale. What serves one consultant today has to hold the whole network growing on top of it, which is why the information architecture was designed before the interface rather than after it. The app is live and in use by Immunotec's consultants.

A man seated on a plane by the window, holding his phone with the MyImmunotec dashboard open: the greeting, the consultant and customer counts, his current rank and the network's recent activity

result

  • 1

    suite in place of the several backoffices the consultant opened before

  • 4

    disciplines in a single delivery: strategy, brand, product and motion

A hand holding a phone over a concrete floor, the MyImmunotec consultants screen open on the map view with the network's numbered clusters spread across the region

What you see is the expression of a solution formed by hidden processes.

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A data driven app for sales consultants · øculto