The mission was simple but urgent: get the Microsoft sales team a streamlined customer intake form to get computers into the hands of students who lacked access to essential technology during the height of the COVID-19 pandemic, enabling remote learning for underserved communities. The project aimed to equip sales teams, both domestic and international, with the tools and structure needed to efficiently manage high-volume requests and ensure no school was left behind.
We conducted interviews with over 30 school administrators and sales reps across five countries to identify pain points in the customer journey. Their insights directly informed streamlined workflows, simplified messaging, and key feature prioritization—resulting in faster deal cycles and fewer bottlenecks.
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We built a streamlined intake portal with role-based dashboards for sales reps, intuitive request forms for school administrators, and automated routing by region and priority. Visuals and content were designed to reduce friction, minimize back-and-forth, and keep things moving quickly in high-pressure moments.
Rather than building the platform in-house, our role focused on delivering a complete set of development-ready screens for the client’s internal dev team. We provided fully annotated, responsive UI designs with clear component specs, interaction notes, and user flow documentation to ensure a smooth handoff.
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A responsive, scalable digital sales product, enabled with a customer intake form and powerpoint output. It reduced intake time by over 60%, improved coordination across sales territories, and helped school districts secure devices for remote learning quickly and with less friction during the Covid19 pandemic.
Our strategy centered on aligning teams, systems, and messaging across regions. We focused on making it easy for sales reps to respond, escalate, and close—while making school administrators feel heard, supported, and empowered at every step.
We focused primarily on a restructuring the information architecture of the Education Partners site. By ensuring that each teams needs were met, that the output of the questions they asked their customers would populate the powerpoint with the necessary information for them to make informed decisions as buyers.
We delivered a unified experience across devices, enabling sales teams to manage leads and process orders seamlessy for clients, finding needs and budgets quickly, sharing the right products with clients for purchasing. The admin-facing interface was clean, guided for exporting a powerpoint presentation for the sales team to share with customers, built to accommodate urgent requests and specific needs for each sales team, without confusion or delay.
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Reduced Customer Intake time for Sales Teams by 60%, streamlining buying.
40+ hours saved for each Team supporting clients with educational products.
Sales Teams supported getting computers to customers during Covid 19.
In a time of crisis, this project helped transform a fragmented process into a multi-national, coordinated response. By enabling sales teams with the right tools and structure, we helped school administrators get what they needed, quickly and confidently. This collaboration not only delivered vital resources to students, but proved the value of design-driven systems in scaling complex, high-impact operations across borders.
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