Software de gestión logística (ERP)

Task Manager
Commercial Visits Coordination

Designed a task management system to coordinate commercial teams across multiple locations. The dashboard centralizes performance metrics, real-time visit tracking, and analytics reports for decision-making.

Role

Lead UX/UI Designer
& Researcher

Responsibility

End-to-End Product Design
& User Research

Timeline

3 months

Tools

Figma, UserTesting

Platform

Web + Mobile Responsive


The Challenge

A task management system was needed to coordinate commercial teams across multiple locations. Information was scattered across Excel, email, and WhatsApp, causing inefficiencies, duplicate visits, and lack of visibility for managers.

Key Pain Points

LACK OF CENTRALIZATION

+30 min/day lost

INEFFICIENT COORDINATION

15% duplicate visits

POOR TRACKING

2-3 hrs/week on reports

LIMITED MOBILE EXPERIENCE

No offline access

Research Insights

  • 12 user interviews with sales reps, managers, and directors identified 3 core frictions: scattered data, duplicate visits, manual reporting

  • 8 usability sessions with interactive prototypes improved task success from 94% → 100% and SUS from 78 → 89

  • Analytics showed 42% drop-off at visit logging step; simplified flow from 5 steps to 3

Personas


Carlos Mendoza

Sales Representative

GOALS

• Offline access to critical info
• Quick post-visit logging (<2 min)

FRUSTRATIONS

• "I spend more time reporting than selling"
• "The current system doesn't work without internet"

QUOTE

"I need a tool that helps me in the field, not one that creates more administrative work."


María González

Regional Sales Manager

GOALS

• Executive dashboard with real-time KPIs
• Proactive low-performance alerts

FRUSTRATIONS

• "Consolidating data from 3 sources takes me half a day"
• "Reports never match between systems"

QUOTE

"I need reliable and up-to-date data to make quick decisions and support my team."

Smart Route Optimization

Algorithm suggesting optimal visit order based on location, priority, and traffic conditions.

+2.3 visits/dayInteractive map


Real-Time Analytics

Dashboard with proactive alerts and 2-click drill-down to any metric.

-60% report timeProactive alerts


Offline-First Data Capture

PWA with automatic bidirectional sync and conflict resolution for field teams.

99.2% capture rateAuto sync

‹ Improconcert

Real state ›

Curious about what we can create together?
Let’s bring something extraordinary to life!

Available For Work

soy@arielbarrios.com

Designed & Developed

by Ariel Barrios

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©2026