DealRoom Stakeholder Management
This project focuses on a B2B Digital Sales Room (DSR) platform, a shared workspace where sales teams and buyers collaborate to close deals. The goal was to design a management feature allowing sellers to control room access securely, ensuring the right stakeholders are involved without friction.
DealRoom Stakeholder Management
Product Design, B2B SaaS, Complex Flows
This project focuses on a B2B Digital Sales Room (DSR) platform, a shared workspace where sales teams and buyers collaborate to close deals. The goal was to design a management feature allowing sellers to control room access securely, ensuring the right stakeholders are involved without friction.
The Challenge
The Challenge
Managing internal teams and external clients in a single view creates security risks and cognitive load. The goal was to prevent critical permission errors while keeping the workflow fast and intuitive for busy sales teams.
Planning
The Solution
The Solution
I implemented a tabbed architecture to strictly separate "Buyers" from "Sellers," eliminating the risk of role mix-ups. The "add member" flow adapts to the active tab to ensure the correct context automatically. Additionally, I designed actionable empty states to guide first-time users and enabled direct management from the list view to streamline daily tasks.
Hi-Fi
Design System
The system utilizes a White Label framework to seamlessly adopt Grammarly’s brand identity, while maintaining a strict semantic color palette to ensure operational data remains distinct and scannable.
