Eversight Guidelines
Overview
Eversight is a promotion and pricing testing platform for manufacturers and retailers. The application helps customers identify the best promotional strategies to maximize annual sales.
The goal of this project was to standardize the guidelines process in order to increase our user’s total promotional sales and improve team partnerships.
- Role
- I was the lead designer responsible for all aspects of the promotional application design, from discovery through delivery.
- Team
- 1 Product Manager
3 Engineers
What is the Guideline Feature?
Guidelines provide manufacturers optimal guidance around what offers/promotions to suggest to the retailers that they partner with. For example, bundling salsa with chips has the potential to yield a +12% increase in sales.
- Helps optimize sales so promotions are timely and make more money.
- Helps manufacturers abide by their own and retailer policies.
- Helps structure offers in a cohesive way.
Users
Revenue Growth Manager (RGM)
The primary user for this product is the RGM. One of their main objectives is to plan and prioritize promotions based on company goals and provide actionable insights aka guidelines to their Field Sales Team
Field Sales Team
The Field Sales Team then uses these guidelines to help them as they plan out their promotional calendar. Promotions that follow guidelines can yield a +10% increase in profits.
How might standardizing the creation, management, and compliance of guidelines increase volume sales?
Brainstorming
In addition to talking with our customers and customer success team I also studied the guidelines created by our customers. This helped to identify what information would be effective in standardizing the guideline process.
Key Themes
- Content requirements and hierarchy are important as visual aids
- Primary use cases involve product bundles
- Guideline creation can get complex
- Checking compliance is tedious
Visual Design
Creator
The creator allows the Revenue Growth Managers to create guidelines around products, retailers, and holidays.
Viewer
The viewer is primarily used by the field sales team which allows them to search for guidelines that relate to products and retailers that they work with.
Compliance
Compliance checks each promotion against its guidelines, so teams can quickly see which rules a promotion follows and where it falls short.
