Account IQ
Reinventing a Salesforce tool for broker success
Account IQ
Reinventing a Salesforce tool for broker success
Account IQ
Reinventing a Salesforce tool for broker success
Background
Company: CBRE Product: Internal Salesforce powered account review tool My Role: UX lead, researcher, prototyper
Background
Company: CBRE Product: Internal Salesforce powered account review tool My Role: UX lead, researcher, prototyper
Objectives
Origin Of Work: Leadership and stakeholders wanted a change and to make better use of the data Timeline: 7 weeks
Objectives
Origin Of Work: Leadership and stakeholders wanted a change and to make better use of the data Timeline: 7 weeks
Goals
Goal of the work: Create a space that brokers trust to check the health of their client relationships. Research Methods Used: 15 internal interviews, 4 observational studies with users
Goals
Goal of the work: Create a space that brokers trust to check the health of their client relationships. Research Methods Used: 15 internal interviews, 4 observational studies with users
Brokers relied on cluttered, dense Excel files to understand their account relationships—spending weeks filling in cells they didn’t fully trust.
I redesigned the experience into a user-friendly, trustworthy tool that reduces manual input and helps brokers focus on strengthening client relationships.
Brokers relied on cluttered, dense Excel files to understand their account relationships—spending weeks filling in cells they didn’t fully trust.
I redesigned the experience into a user-friendly, trustworthy tool that reduces manual input and helps brokers focus on strengthening client relationships.
Background
Company: CBRE Product: Internal Salesforce powered account review tool My Role: UX lead, researcher, prototyper
Background
Company: CBRE Product: Internal Salesforce powered account review tool My Role: UX lead, researcher, prototyper
Background
Company: CBRE Product: Internal Salesforce powered account review tool My Role: UX lead, researcher, prototyper
Objectives
Origin Of Work: Leadership and stakeholders wanted a change and to make better use of the data Timeline: 7 weeks
Objectives
Origin Of Work: Leadership and stakeholders wanted a change and to make better use of the data Timeline: 7 weeks
Objectives
Origin Of Work: Leadership and stakeholders wanted a change and to make better use of the data Timeline: 7 weeks
Goals
Goal of the work: Create a space that brokers trust to check the health of their client relationships. Research Methods Used: 15 internal interviews, 4 observational studies with users
Goals
Goal of the work: Create a space that brokers trust to check the health of their client relationships. Research Methods Used: 15 internal interviews, 4 observational studies with users
Goals
Goal of the work: Create a space that brokers trust to check the health of their client relationships. Research Methods Used: 15 internal interviews, 4 observational studies with users
Design Highlights
Before
A cluttered data dump that confused users and was difficult to navigate.
After
What changed?
Key information is now front and center, no longer hidden behind tabs, so users immediately have an at-a-glance view of their work as soon as they land on the homepage.
Users can now view reports instantly, without needing to navigate away or search for the right page.
Jordan Douthit | Jordandouthit1@gmail.com | 562.900.0640
Jordan Douthit | Jordandouthit1@gmail.com | 562.900.0640
Jordan Douthit | Jordandouthit1@gmail.com | 562.900.0640
Jordan Douthit | Jordandouthit1@gmail.com | 562.900.0640