Unified Customer Profile Evolution: From Evergage to Salesforce Genie
My Role: Creative Director & Senior Product Designer
Led the redesign of Evergage’s Unified Customer Profile (UCP), incorporating user feedback, research insights, and industry best practices. Key tasks included removing restrictive doughnut charts in favor of bar visualizations, enabling display of more categories simultaneously. Introduced interchangeable dashboard cards for enhanced customization and relevance. The final redesign transitioned seamlessly into Salesforce Genie post-acquisition, showcasing advanced UI and data-driven insights for enterprise clients.
UCP redesign: Replaced doughnut charts with bar graphs, added customizable dashboard cards, and enhanced UI for Salesforce integration.
Salesforce Genie Profile: Dynamic dashboard cards, bar charts, and advanced insights integrated into a seamless design post-acquisition.
Refreshed Evergage Profile: Updated bar charts replaced doughnut charts, enabling broader category views and improved data visualization.
Original Evergage Profile: Early layout with doughnut charts and static visuals, highlighting customer insights and engagement data.