dhanafolio - Oracle

CX Sales Solutions | ORACLE

Enterprise products are living systems—woven from complex workflows, diverse users, and interconnected applications. Designing for them means more than creating screens; it means understanding how everything fits together and crafting experiences that move in sync with the whole ecosystem.

At Oracle, I embraced that challenge head-on. As part of the Oracle Design team, I led high-impact CX Sales initiatives where every design choice had ripple effects across the platform. From defining product vision to refining interaction details, I helped shape solutions that empowered users and brought coherence to complexity. Below is a curated selection of the work I led and contributed to during my time at Oracle.

ABOUT ORACLE REDWOOD DESIGN

The Redwood design system serves as the basis for the Oracle user experience across over 400 cloud-based applications. When implemented effectively, Redwood empowers every app built on this design platform to provide a user experience that enhances productivity and boosts employee retention rates due to its user-friendly nature. Redwood Design System received a user experience design award from San Francisco Week in 2021.

NEXT-GEN & MVP DESIGN | TBD 2024-2025 | LEAD & DESIGNER

CPQ for Sales Quotes

CPQ (Configuration, Price, Quote) is a vital tool for sales representatives to create sales proposals and move the sales process forward until it culminates in an official purchase order. The primary project's goal was to redefine a next-gen user experience design that would transform CPQ into a flexible sales tool and integrate it seamlessly into the sales process.

Use Cases

Generate a sales quote from draft to official sales order
Renewal and replenishment
Select and configure hi-tech products and services
Develop multiple pricing scenarios
Review and collaborative hand-off
Documentations and approvals
Track and monitor progress

LEARN MORE ABOUT CPQ ⥤

When salWhen sales representatives work on sales proposals.es reps work on the sales proposals.

CPQ could auto generated multiple pricing scenarios based on the win probability, proCPQ could automaticduct margin, and required approvals.

Smart pricing tools deliver real-time insights, empowering sales reps to fine-tune quotes for optimal tactical outcomes.

Perfect your CPQ quoting layout in 90 seconds with Oracle CPQ's Redwood user experience | John Vakoc

Lates CPQ release

UI IMPROVEMENT | LATE 2024 | DESIGNER

Pricing Engine - Price Preview

The Pricing Portal serves as a central hub for managing Pricing Rules, Price Models, and Pricing Attributes—core elements of the CPQ (Configure, Price, Quote) ecosystem. Integrated with the Pricing Engine, this tool empowers users to define dynamic pricing for products, bundles, and promotional offers.

A key aspect of the experience is helping users understand how pricing profiles are assigned to products. By visualizing and validating these setups, users can confidently anticipate how prices will be calculated based on the underlying models—bringing transparency and control to even the most complex pricing strategies.

Use Cases

Validate prices of products cataloged in the CPQ
Adjust prices and discounts for campaigns
Adjust conditions rules to clear old inventories

LEARN MORE ABOUT PRICING ENGINE ⥤

Pricing Portal UI: The central hub for users to access and configure the Pricing Engine.

UI IMPROVEMENT | LATE 2024 | DESIGNER

Rollup Data for Sales Solutions

Oracle Sales Cloud allows users to customize and add summarized (rollup) data, enabling them to review data sets that are important to their decision-making process quickly and easily. Additionally, the rollup can be created using filtered data. The objective was to design a framework that would allow users to understand the rollup data better, making it easier for them to efficiently review their opportunities and analyze their data with minimal effort.

Use Cases

Review customer accounts health
Monitor sales progress and ongoing customer relationships
Monitor sales-related issues so the sales team can proactively address and respond to the issues.
Identify additional sales opportunities based on the usage data and area of service supports

LEARN MORE ABOUT ROLLUP ⥤

UI IMPROVEMENT | LATE 2024 | DESIGNER

Simplified Sales Reporting

Sales data provides valuable insights for sales managers and executives about business progress and the effectiveness of sales strategies. Sales admins match report objectives with the right data sets to generate sales reports containing relevant insights.

As the designer on this project, the goals were to improve the efficiency of setting up report templates and help users define report settings based on their purpose.

Use Cases