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J.P. Morgan

Tablet app design servicing sales and customer intelligence teams at J.P. Morgan.

Problem: J.P. Morgan needed an iPad app for sales managers to monitor team performance, regional metrics, and client data, but incomplete data sources made it challenging to deliver a fully functional tool for strategic insights.

Solution: We designed the Sales Analytics app in stages, prioritizing vital data to ensure immediate usability while building flexibility into the interface for future data integration. The compelling visual design emphasized key metrics and visualizations, creating an intuitive and user-friendly experience for managers to extract insights and adjust sales strategies effectively.

Outcome: The app’s intuitive design earned high praise and internal awards from sales managers. It enhanced their ability to monitor performance and make data-driven decisions, improving overall sales strategy efficiency.

Services provided: UX Research, UX/UI Design, Visual Language, Web Design

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