IGS ENergy
Redefining filters and presets in IMA 360 to improve sales efficiency and management.
Role:
Product Design Intern
Duration:
May 2024 - August 2024
Tools:
Figma, UserTesting
Skills:
User Research, User Flows, Interaction Design, Design Systems, and Prototypes
IMA 360 is a management tool that helps sales representatives keep track of potential companies and sales opportunities.
Sales representatives can sort through thousands of company opportunities within the app. Each opportunity includes key attributes, such as utility provider, contract expiration, and status, which can be filtered so sales representatives can quickly narrow results into a more actionable list of leads.
Current IMA 360 experience for sales representatives
The Problem
70% of available filters provided to support sales opportunities are never used.
In the current experience, filters and presets are located in a fixed sidebar on the left side of IMA 360. The sidebar displays 26 available filters at once, each presented as an expandable section. Presets are accessible in the same sidebar beneath the filter list, with options to create or upload presets with already applied filters to sort through company opportunities.
While filters have the potential to drastically reduce the time it takes to find leads, most sales representatives don't use them due to many problems.
The fixed sidebar takes up space with an overwhelming amount of filters. And it is difficult to distinguish between filters and presets.
USER RESEARCH
Sales representatives feel overwhelmed by too many options at once.
Many sales representatives struggled to identify which filters were relevant to their current task. Based on surveys and card sorting, I found that some users ignored filters entirely because seeing all 26 options at once was overwhelming them. Most users used less than 5, since applying more filters would take time that would slow their workflow.
Filters were unclear.
Through observational interviews, I found that sales representatives had difficulty understanding what some of the filters were used for. Many filters had various inputs, such as allowing multiple selections versus single selections, which confused sales representatives. When selecting filters, they frequently hesitated or made mistakes, spending more time applying filters instead of finding leads.
Presets were hard to discover and disconnected from filters.
Sales representatives did not understand how presets worked in relation to filters. After multiple discussions, I found that users often used the same filters day-to-day in their workflow and would manually reapply the same filters repeatedly instead of using presets.
My research reiterated the problem: that the current filters and presets system created confusion and inefficiency. Sales representatives needed a more streamlined and intuitive way to filter opportunities so they can quickly focus on high-value leads. I used this user feedback to guide my designs.
DESIGN ITERATION
Step 1: Moving filters and presets into a collapsible drawer.
My initial designs focused on addressing the overwhelming visual clutter caused by the 26 fixed filters within the sidebar, which made it difficult for users to focus on company opportunities, the primary action.
I introduced a collapsible drawer for filters and presets, which gives control to users and allows them to choose not to see the filters when they aren't actively being used. This ensures that the filters are accessible when needed but can also be neatly tucked away to maximize screen space for opportunities.
Step 2: Making filters and presets more discoverable.
Differentiating filters and presets.
To establish a distinct hierarchy for presets and make their purpose clear to users, I created a presets tab within the drawer and clearly linked the action of applying filters to the ability to create a preset from those filters.
Viewing filters at a glance.
During their workflow, users may find the collapsible drawer annoying to open and close every time they want to update filters and presets. So, I implemented an applied filters bar above the opportunities table. This bar shows all active filters and presets even when the drawer is closed to help sales representatives keep track of their selections. Users can also quickly edit or clear individual filters directly from the bar to speed up their workflow and focus on finding opportunities.
Step 3: Exploring additional customizations to make filtering faster.
My final iterations focused on giving users more control over their personalized workflow. I added an edit feature within the filter drawer, which allows users to customize which filters they want to be visible and reorder them according to their needs. This prevents users from being overwhelmed with filter options and lets them focus on the key filters they use most. By hiding filters that are confusing or unused by sales representatives, they can quickly target and manage company opportunities.
FINAL DESIGNS
Welcome to easier filtering for more opportunities.
The redesigned filtering feature within IMA 360 streamlines how sales representatives filter, organize, and prioritize leads. With a collapsible filter and presets drawer, an applied filters bar, and customizable filter options, sales representatives can now quickly identify high-value opportunities without getting confused or overwhelmed. They can tailor the filters to meet their own workflow needs, creating more efficient work and driving sales.
Impact
Lead generation increased by 60% for 100+ sales representatives within a month of implementation.
Additionally, IMA 360 saw an increase in filter and preset usage, as users could better see, apply, and customize them while navigating the app. This also led to improvements in workflow efficiency, with time spent checking or updating filters reduced by over 20%. When speaking with sales representatives about the future, they reported being able to focus on more high-priority opportunities and more easily manage leads, with higher satisfaction ratings.
Reflection
Building designs with user value in mind is essential.
This internship really showed me how important it is to design with real people in mind. Listening to real customers on calls, interviewing sales representatives, and analyzing user surveys helped me define the actual problems users were dealing with, not just the business goals on paper. I realized that without talking to users, I wouldn’t have gotten to the root of the problem. Their input was what pushed me past surface-level solutions and make impactful design solutions that significantly improved their workflows.
Impact comes from balancing user needs with business goals.
I also had to learn how to balance those user needs with the bigger business picture. Working with a PM for the first time gave me a look into how much strategy and organizational goals shape design decisions. It was a challenge—having only three months to understand the company and the stakeholders, the app, and the long-term vision of my product to create something that made a real impact—but that’s where I learned the most. Figuring out how to weigh what users wanted with what the business needed within the timeline constraints pushed me to think into the future, and it made the final design even more impactful for both users and the business.
Work closely with cross-functional teams from the beginning to the end.
Throughout this project, I learned that having conversations with engineering and QA early, even during the research phase, makes a big difference. Collaborating from the start, asking them questions about feasibility, and verifying my ideas were going in the right direction allowed me to design with maximum value, ensuring every iteration was both practical and aligned with business needs. Working closely with QA testers helped me catch potential issues and edge cases early to refine flows, and developers showed me how to prioritize MVP designs and break future changes into incremental stages that fit the product roadmap and allowed me to see the tangible impact of my work.
IGS ENergy
Redefining filters and presets in IMA 360 to improve sales efficiency and management.
Role:
Product Design Intern
Duration:
May 2024 - August 2024
Tools:
Figma, UserTesting
Skills:
User Research, User Flows, Interaction Design, Design Systems, and Prototypes
IMA 360 is a management tool that helps sales representatives keep track of potential companies and sales opportunities.
Sales representatives can sort through thousands of company opportunities within the app. Each opportunity includes key attributes, such as utility provider, contract expiration, and status, which can be filtered so sales representatives can quickly narrow results into a more actionable list of leads.
Current IMA 360 experience for sales representatives
The Problem
70% of available filters provided to support sales opportunities are never used.
In the current experience, filters and presets are located in a fixed sidebar on the left side of IMA 360. The sidebar displays 26 available filters at once, each presented as an expandable section. Presets are accessible in the same sidebar beneath the filter list, with options to create or upload presets with already applied filters to sort through company opportunities.
While filters have the potential to drastically reduce the time it takes to find leads, most sales representatives don't use them due to many problems.
The fixed sidebar takes up space with an overwhelming amount of filters. And it is difficult to distinguish between filters and presets.
USER RESEARCH
Sales representatives feel overwhelmed by too many options at once.
Many sales representatives struggled to identify which filters were relevant to their current task. Based on surveys and card sorting, I found that some users ignored filters entirely because seeing all 26 options at once was overwhelming them. Most users used less than 5, since applying more filters would take time that would slow their workflow.
Filters were unclear.
Through observational interviews, I found that sales representatives had difficulty understanding what some of the filters were used for. Many filters had various inputs, such as allowing multiple selections versus single selections, which confused sales representatives. When selecting filters, they frequently hesitated or made mistakes, spending more time applying filters instead of finding leads.
Presets were hard to discover and disconnected from filters.
Sales representatives did not understand how presets worked in relation to filters. After multiple discussions, I found that users often used the same filters day-to-day in their workflow and would manually reapply the same filters repeatedly instead of using presets.
My research reiterated the problem: that the current filters and presets system created confusion and inefficiency. Sales representatives needed a more streamlined and intuitive way to filter opportunities so they can quickly focus on high-value leads. I used this user feedback to guide my designs.
DESIGN ITERATION
Step 1: Moving filters and presets into a collapsible drawer.
My initial designs focused on addressing the overwhelming visual clutter caused by the 26 fixed filters within the sidebar, which made it difficult for users to focus on company opportunities, the primary action.
I introduced a collapsible drawer for filters and presets, which gives control to users and allows them to choose not to see the filters when they aren't actively being used. This ensures that the filters are accessible when needed but can also be neatly tucked away to maximize screen space for opportunities.
Step 2: Making filters and presets more discoverable.
Differentiating filters and presets.
To establish a distinct hierarchy for presets and make their purpose clear to users, I created a presets tab within the drawer and clearly linked the action of applying filters to the ability to create a preset from those filters.
Viewing filters at a glance.
During their workflow, users may find the collapsible drawer annoying to open and close every time they want to update filters and presets. So, I implemented an applied filters bar above the opportunities table. This bar shows all active filters and presets even when the drawer is closed to help sales representatives keep track of their selections. Users can also quickly edit or clear individual filters directly from the bar to speed up their workflow and focus on finding opportunities.
Step 3: Exploring additional customizations to make filtering faster.
My final iterations focused on giving users more control over their personalized workflow. I added an edit feature within the filter drawer, which allows users to customize which filters they want to be visible and reorder them according to their needs. This prevents users from being overwhelmed with filter options and lets them focus on the key filters they use most. By hiding filters that are confusing or unused by sales representatives, they can quickly target and manage company opportunities.
FINAL DESIGNS
Welcome to easier filtering for more opportunities.
The redesigned filtering feature within IMA 360 streamlines how sales representatives filter, organize, and prioritize leads. With a collapsible filter and presets drawer, an applied filters bar, and customizable filter options, sales representatives can now quickly identify high-value opportunities without getting confused or overwhelmed. They can tailor the filters to meet their own workflow needs, creating more efficient work and driving sales.
Impact
Lead generation increased by 60% for 100+ sales representatives within a month of implementation.
Additionally, IMA 360 saw an increase in filter and preset usage, as users could better see, apply, and customize them while navigating the app. This also led to improvements in workflow efficiency, with time spent checking or updating filters reduced by over 20%. When speaking with sales representatives about the future, they reported being able to focus on more high-priority opportunities and more easily manage leads, with higher satisfaction ratings.
Reflection
Building designs with user value in mind is essential.
This internship really showed me how important it is to design with real people in mind. Listening to real customers on calls, interviewing sales representatives, and analyzing user surveys helped me define the actual problems users were dealing with, not just the business goals on paper. I realized that without talking to users, I wouldn’t have gotten to the root of the problem. Their input was what pushed me past surface-level solutions and make impactful design solutions that significantly improved their workflows.
Impact comes from balancing user needs with business goals.
I also had to learn how to balance those user needs with the bigger business picture. Working with a PM for the first time gave me a look into how much strategy and organizational goals shape design decisions. It was a challenge—having only three months to understand the company and the stakeholders, the app, and the long-term vision of my product to create something that made a real impact—but that’s where I learned the most. Figuring out how to weigh what users wanted with what the business needed within the timeline constraints pushed me to think into the future, and it made the final design even more impactful for both users and the business.
Work closely with cross-functional teams from the beginning to the end.
Throughout this project, I learned that having conversations with engineering and QA early, even during the research phase, makes a big difference. Collaborating from the start, asking them questions about feasibility, and verifying my ideas were going in the right direction allowed me to design with maximum value, ensuring every iteration was both practical and aligned with business needs. Working closely with QA testers helped me catch potential issues and edge cases early to refine flows, and developers showed me how to prioritize MVP designs and break future changes into incremental stages that fit the product roadmap and allowed me to see the tangible impact of my work.
IGS ENergy
Redefining filters and presets in IMA 360 to improve sales efficiency and management.
Role:
Product Design Intern
Duration:
May 2024 - August 2024
Tools:
Figma, UserTesting
Skills:
User Research, User Flows, Interaction Design, Design Systems, and Prototypes
IMA 360 is a management tool that helps sales representatives keep track of potential companies and sales opportunities.
Sales representatives can sort through thousands of company opportunities within the app. Each opportunity includes key attributes, such as utility provider, contract expiration, and status, which can be filtered so sales representatives can quickly narrow results into a more actionable list of leads.
Current IMA 360 experience for sales representatives
The Problem
70% of available filters provided to support sales opportunities are never used.
In the current experience, filters and presets are located in a fixed sidebar on the left side of IMA 360. The sidebar displays 26 available filters at once, each presented as an expandable section. Presets are accessible in the same sidebar beneath the filter list, with options to create or upload presets with already applied filters to sort through company opportunities.
While filters have the potential to drastically reduce the time it takes to find leads, most sales representatives don't use them due to many problems.
The fixed sidebar takes up space with an overwhelming amount of filters. And it is difficult to distinguish between filters and presets.
USER RESEARCH
Sales representatives feel overwhelmed by too many options at once.
Many sales representatives struggled to identify which filters were relevant to their current task. Based on surveys and card sorting, I found that some users ignored filters entirely because seeing all 26 options at once was overwhelming them. Most users used less than 5, since applying more filters would take time that would slow their workflow.
Filters were unclear.
Through observational interviews, I found that sales representatives had difficulty understanding what some of the filters were used for. Many filters had various inputs, such as allowing multiple selections versus single selections, which confused sales representatives. When selecting filters, they frequently hesitated or made mistakes, spending more time applying filters instead of finding leads.
Presets were hard to discover and disconnected from filters.
Sales representatives did not understand how presets worked in relation to filters. After multiple discussions, I found that users often used the same filters day-to-day in their workflow and would manually reapply the same filters repeatedly instead of using presets.
My research reiterated the problem: that the current filters and presets system created confusion and inefficiency. Sales representatives needed a more streamlined and intuitive way to filter opportunities so they can quickly focus on high-value leads. I used this user feedback to guide my designs.
DESIGN ITERATION
Step 1: Moving filters and presets into a collapsible drawer.
My initial designs focused on addressing the overwhelming visual clutter caused by the 26 fixed filters within the sidebar, which made it difficult for users to focus on company opportunities, the primary action.
I introduced a collapsible drawer for filters and presets, which gives control to users and allows them to choose not to see the filters when they aren't actively being used. This ensures that the filters are accessible when needed but can also be neatly tucked away to maximize screen space for opportunities.
Step 2: Making filters and presets more discoverable.
Differentiating filters and presets.
To establish a distinct hierarchy for presets and make their purpose clear to users, I created a presets tab within the drawer and clearly linked the action of applying filters to the ability to create a preset from those filters.
Viewing filters at a glance.
During their workflow, users may find the collapsible drawer annoying to open and close every time they want to update filters and presets. So, I implemented an applied filters bar above the opportunities table. This bar shows all active filters and presets even when the drawer is closed to help sales representatives keep track of their selections. Users can also quickly edit or clear individual filters directly from the bar to speed up their workflow and focus on finding opportunities.
Step 3: Exploring additional customizations to make filtering faster.
My final iterations focused on giving users more control over their personalized workflow. I added an edit feature within the filter drawer, which allows users to customize which filters they want to be visible and reorder them according to their needs. This prevents users from being overwhelmed with filter options and lets them focus on the key filters they use most. By hiding filters that are confusing or unused by sales representatives, they can quickly target and manage company opportunities.
FINAL DESIGNS
Welcome to easier filtering for more opportunities.
The redesigned filtering feature within IMA 360 streamlines how sales representatives filter, organize, and prioritize leads. With a collapsible filter and presets drawer, an applied filters bar, and customizable filter options, sales representatives can now quickly identify high-value opportunities without getting confused or overwhelmed. They can tailor the filters to meet their own workflow needs, creating more efficient work and driving sales.
Impact
Lead generation increased by 60% for 100+ sales representatives within a month of implementation.
Additionally, IMA 360 saw an increase in filter and preset usage, as users could better see, apply, and customize them while navigating the app. This also led to improvements in workflow efficiency, with time spent checking or updating filters reduced by over 20%. When speaking with sales representatives about the future, they reported being able to focus on more high-priority opportunities and more easily manage leads, with higher satisfaction ratings.
Reflection
Building designs with user value in mind is essential.
This internship really showed me how important it is to design with real people in mind. Listening to real customers on calls, interviewing sales representatives, and analyzing user surveys helped me define the actual problems users were dealing with, not just the business goals on paper. I realized that without talking to users, I wouldn’t have gotten to the root of the problem. Their input was what pushed me past surface-level solutions and make impactful design solutions that significantly improved their workflows.
Impact comes from balancing user needs with business goals.
I also had to learn how to balance those user needs with the bigger business picture. Working with a PM for the first time gave me a look into how much strategy and organizational goals shape design decisions. It was a challenge—having only three months to understand the company and the stakeholders, the app, and the long-term vision of my product to create something that made a real impact—but that’s where I learned the most. Figuring out how to weigh what users wanted with what the business needed within the timeline constraints pushed me to think into the future, and it made the final design even more impactful for both users and the business.
Work closely with cross-functional teams from the beginning to the end.
Throughout this project, I learned that having conversations with engineering and QA early, even during the research phase, makes a big difference. Collaborating from the start, asking them questions about feasibility, and verifying my ideas were going in the right direction allowed me to design with maximum value, ensuring every iteration was both practical and aligned with business needs. Working closely with QA testers helped me catch potential issues and edge cases early to refine flows, and developers showed me how to prioritize MVP designs and break future changes into incremental stages that fit the product roadmap and allowed me to see the tangible impact of my work.