Industrial Equipment Selection Reimagined: Streamlined UX for Global Sales Success

The Japanese client is a global manufacturer of industrial refrigeration, thermal engineering, and energy-efficient solutions, serving industries such as food processing, cold chain logistics, oil & gas, chemicals, and environmental engineering. 

Contextual research and user journey mapping across Product Configuration, Rating Analysis, and Document Management modules highlighted core UX obstacles.

• Strict No-Scroll Viewport Constraint: Needed to fit a high-density layout into existing viewport constraints without introducing scrolling, while displaying multiple side-by-side configurations.
• Multi-Condition Graph Visualization: Required adapting a single-point working graph to display multiple scenario points simultaneously without overloading visual clarity.
• Legacy Technical & Timeline Constraints: Demanded executing UX and rating enhancements within existing system architecture under a strict 3-week delivery deadline.

We prioritized a human-centered design approach through structured, weekly review sessions to validate the platform's information architecture.

• User Workflow Research: Conducted stakeholder interviews and task observations with sales teams to map end-to-end flows from product selection to documentation generation.
• Rapid Iterative Prototyping: Validated information architecture decisions, tested no-scroll constraints, and refined rating features through weekly client review loops.
• Cognitive Load Reduction: Restructured visual hierarchy, spacing, and color-coded sections to serve both expert and first-time sales users effectively.

The redesigned interface introduces five core screen modules designed to optimize decision-making.

• Rating Functionality: Established baseline design conditions to perform side-by-side comparisons of multiple scenarios with immediate calculation visibility.

• Multi-Condition Graph Visualization: Displayed multiple working points simultaneously with an interactive legend to toggle condition visibility on or off.
   

  

• Enhanced Product Selection: Replaced compressed accordion menus with an open, scannable layout featuring consolidated parameter inputs and 3D product models.
• Unit Translation System: Implemented toggle controls between SI, Imperial, and regional standards, backed by user preference persistence.
• Integrated Document Dock & Change Log: Added a main-interface document dock for instant technical document access alongside a dedicated version change log.

• Improved Sales Efficiency: Sales teams evaluate multiple scenarios in a single session rather than running separate, sequential configurations.
• No-Scroll Focus: Created a focused, cohesive interface that keeps all critical selections visible within a single, non-scrolling view.
• Accelerated Decision-Making: Side-by-side condition comparisons allow sales representatives to identify optimal client solutions faster.
• Streamlined Documentation Access: An integrated document dock significantly eliminated context switching during sales conversations.