The RetEX (formerly the SFA tool) is an integrated component of the comprehensive XTEL solution. It is a differentiated solution designed for touch and mobile devices, installed, integrated, and monitored through the SFA XTEL web solution module.

The touch version is primarily designed for field and merchandiser users who manage goods distribution while operating from a separate van vehicle. In contrast, desk-office users, such as finance, sales, and customer service teams, handle financial constraints, track system usage and operations, and ensure smooth workflow across applications.

Additionally, the constant branding upgrades and design system integration within the redesign initiative for the TPM solution had a direct impact on the SFA tool as well. In parallel, the company consistently worked to synchronize design upgrades and evolve new UI components for the SFA tool, ensuring a unified and modernized user experience. To further enhance usability, usability testing sessions were conducted with customers to identify key pain points and improve the user experience. These insights were incorporated into the UI updates, ensuring that both the visual and functional aspects of the tool evolved in alignment with user needs.

The redesign of the SFA tool faced several key challenges that affected consistency, prioritization, and execution of UI and usability improvements:

The SFA (Sales Force Automation) tool discovery phase aimed to identify and address the challenges faced by sales teams in managing customer interactions, tracking opportunities, and maintaining a seamless flow of information. The primary issue uncovered was the lack of intuitive, unified user interface screens and consistent flow between the touch and web applications. The web version had complex flows that required extensive training to ensure proper usage, making it difficult for users to efficiently rule and monitor the system. This misalignment between the touch and web platforms created a fragmented experience, hindering productivity and making it harder for sales teams to engage effectively with the tool.

The SFA tool redesign followed a user-centered approach, starting with a thorough discovery phase to identify pain points and gather user feedback. We then focused on redesigning the UI repository, incorporating new components, and aligning the touch and web applications for a consistent experience. Throughout the project, we utilized iterative design and usability testing, collaborating closely with customers to refine the design based on real-world usage scenarios. The methodology emphasized continuous collaboration with stakeholders, user research, and data-driven decision-making to ensure the final product met both user needs and business goals.

During the designing stage of the SFA tool redesign, we focused on creating a modern, intuitive, and cohesive user interface across both touch and web platforms. This included redesigning user flows, developing new UI components, and ensuring consistency in visual elements. Prototypes and mockups were created to visualize the new design, with iterative feedback loops ensuring that the user experience was continuously improved. The design aimed to simplify workflows, enhance usability, and create a seamless, user-friendly experience for sales teams, aligning with both user needs and business objectives.

To ensure the successful delivery of each version of the design system, we closely collaborated with developers.