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Redesign and Expansion of B2B Sales Automation Platform for Multi-Industry Application

sysgears.com

Energy & natural resources

eCommerce

Logistics

Manufacturing

Current Challenges

Existing MVP platform suffers from outdated UX/UI, inconsistent user experience, limited scalability, and lack of designer resources. Needs adaptation for cross-industry sales processes while maintaining core functionality for energy sector users.

About the Client

A startup providing sales automation solutions for alternative energy providers, seeking to expand into multiple industries

Project Goals

Enhance user experience through intuitive interface redesign
Expand platform capabilities for multi-industry sales automation
Develop standardized component library for future scalability
Integrate industry-specific workflows without compromising core functionality
Improve visual design alignment with brand guidelines

Core System Requirements

Unified project dashboard with real-time activity tracking
Customizable task management with third-party assignees
Integrated client communication tools
Banking system integration for financial management
Adaptable workflow templates for different industries

Technology Stack

React.js

Node.js

Figma

AWS

System Integrations

Banking APIs
Third-party service provider APIs
CRM systems

Non-Functional Requirements

Cross-industry adaptability
High scalability
Enterprise-grade security
Responsive performance
Design system maintainability

Expected Business Impact

30% increase in user adoption rates, 40% reduction in onboarding time for new industries, improved customer satisfaction scores by 25%, and 50% faster feature development cycles through component library reuse.