2022–Present โ€ข Xactly Corp

Incentive statement research & discovery

Understanding why the current incentive statement isn't working for customers and how we can provide an experience that empowers compensation admins and drives performance.

Artifacts created during the design process
In progress: This project is still active and more will be shared once it's complete.

Giving end users the experience they need in the area they go to most

Overview

Incent ensures sales reps are paid accurately and on time, and the incentive statement is a sales repโ€™s view into what theyโ€™re paid and why.

My role

I'm working closely with product managers to get a deeper understanding of what our customers need in an incentive statement. My goal is to understand when and why the current incentive statement doesn't work and to give confidence that what we plan to build is the right thing.

Some of the activities I've completed so far:

  • Facilitated product discovery workshops
  • Scheduled and conducted user interviews
  • Synthesized research and presented findings
  • Created early concept designs