A Veeva CLM experience designed to simplify complex product conversations and improve navigation for dental healthcare sales representatives
Overview:
OSSIX is regulated healthcare product requiring high levels of trust, clarity, and consistency across digital touchpoints.
I led UX design and art direction for a touch-driven iPad experience built to simplify complex product information and support sales conversations. Designed like a lightweight website, the tool gives reps fast access to navigation, videos, benefits, differentiation, and follow-up actions—all within one unified system.
Key Contributions:
Directed user research strategy and survey creation
Led conceptual design and UI component development
Presented milestones, walkthroughs, and deliverables to stakeholders
Assigned daily design tasks and maintained schedule alignment with production deadlines
The Challenge:
Solution:
Simplified Navigation
Reduced taps and surfaced critical content faster
Product-Centered Architecture
Organized content around sales conversations instead of internal product structures
Modular UI System
Created reusable components for consistent experiences across the platform
Designed as a touch-first digital experience, the CLM was built around how sales reps naturally navigate provider conversations. User research informed a streamlined screen flow, while a modular UI system helped refine and validate the experience.
As a team, we began with user research to understand how reps naturally move through conversations, then structured a screen flow that starts with the unmet need—educating providers on why socket prevention matters before discussing products. We built a component-based UI system with color-coded product sections, reusable modules, and intuitive navigation so reps can reach videos, benefits, indications, and follow-up actions in just a few taps.
Quick access to Glymatrix® technology is a key differentiator. Existing materials were scattered across PDFs, websites, and static slide decks, making it hard for reps to control the conversation, explain Glymatrix® technology, and show differentiation quickly.
Key Insights:
Before & After:
Previous intro screen UI
The original interface relied on a single product-focused layout which required additional navigation and made it difficult for sales reps to quickly access supporting content during provider conversations.
New, redesigned intro screen UI
The updated interface introduced a touch-friendly dashboard, streamlined navigation, and a modular content structure that surfaced key information faster while supporting more natural, needs-based discussions.
