01Click Software + IBM

Product Design

From startup demo to IBM acquisition.

I designed the UI system, user interactions, and a configurable design framework for Opportunity, a sales enablement app that helped enterprise tech reps win more deals with their named accounts. The app delivered targeted sales plays with relevant collateral, demos, customer stories, and coaching — all in one place. Reps could prep, present live in meetings, send targeted follow-ups with trackable emails, and auto-generate CRM entries, driving measurable pipeline and revenue growth.

The Challenge

Sales leadership needed a tool that could deploy targeted sales plays quickly to their reps in the field, complete with contextual collateral, demos, and coaching from leaders - replacing broadcast emails and scattered portals with a single, focused experience. In addition, it had to make presenting solutions and success stories directly to customers simple, compelling, and quantifiable.

My Role

I created the interactive wireframes, UI system, and interaction design, along with a reskinning framework that allowed the app to be branded for each client. Starting with an 01Click branded release, I built customized versions for SAP, Cisco, HP, Infor, and others, and eventually a full redesign for IBM.

I also designed branding and marketing assets, as well as coordinated production of a demo video.