Quarterly
Work Performed:
- UX Design
- UI Design
- Visual Identity
Quarterly is a mobile-first AI system for sales ops and CRM. In 2017, I was tasked with improving their existing user experience, architecture, and rehauling the UI design. During that process it became clear that a new visual identity and brand positioning were necessary.
After a series of discovery meetings with the Quarterly team, I set out to differentiate Quarterly from its happy-go-lucky-salesforce-styled competitors.
iOS App
We resolved to create a user experience that prioritizes competitive spirit, clarity, efficiency, and a visual identity that feels exclusive and mature.
The main challenge for the application design was to create an easily digestible environment for new users in such a multi-faceted application: Quarterly combines aspects of project management, tracking, contact management, reporting, to-do lists, and communications.
I solved this problem by employing a minimal approach. The UI relies on text and simple gauges to mitigate the guesswork of deciphering iconography and data. Screens are organzied in simplified hierarchies, guiding users to more complex options, as they become more experienced. The interactions evolve with the user, beginning with simple setup orientated options and progressing toward managing accounts, goals, and personal coaching. As most users are already used to the conventions of productivity applications, I avoided overt novelty to flatten the learning curve.
The Athletic Sales Brand
The approach for the visual identity borrowed from the fitness industry. The athletic feel was designed to reinforce the main driver for sales: competition.
The personality we defined for Quarterly was confident, brash, polished, and focused. The design relied primarily on text and minimal graphic interventions, which felt controlled, functional and precise.
