Complex workflows
The process was difficult to follow.
Research
Before anything was redesigned, the team listened to the people who use the platform every day.
15+
user interviews & demo calls
Focused on
What we learned
Limited visibility
Important information was not easy to track.
Purchase Restrictions
Resellers couldn’t purchase licenses independently.
Reseller journey
- Find software
- Get price
- Create quote
- Place order
- Activate license
A reseller's three recurring jobs
Find
The right product, at a price worth selling.
- Starts with
- A customer's need
- Decisions
- Vendor, plan, billing term
- Goes wrong when
- The margin only shows up on the invoice
Quote
A proposal the customer can say yes to.
- Starts with
- A named customer
- Decisions
- Quantities and the customer's price
- Goes wrong when
- It expires without anyone following up
Look after
Licenses keep changing after the sale.
- Starts with
- An accepted quote
- Decisions
- Seats up or down, renew or cancel
- Goes wrong when
- A renewal date passes unnoticed
Three roles, one platform
Each role sells to the next one, and each needs its own view of the same catalog.
Who uses it
- 01Platform Provider
Runs the platform, brings in vendors and sets the price resellers pay.
- 02Reseller
Puts its brand on the platform, quotes companies and looks after their licenses.
- 03End Customer
Sees what the company owns, the quotes it received and its orders.
The same license at each level
- Sells for€10.20Base price
- Sells for€11.70Keeps €1.50
- Pays€11.70Per seat, per month
The platform never shows one role another role's cost.
One catalog. A different price at every level.
Structure
The journey from the research, with a screen for every step. Each step hands its result to the next, so nothing is typed twice.
The reseller journey, mapped to screens
- Find softwareProducts
- Get priceProducts
- Create quoteQuotes
- Place orderOrders
- Activate licenseLicenses
Navigation
The sidebar is grouped by what the reseller came to do: check what needs attention, sell, or manage who they sell to.
Overview
What needs attention, and how it is going.
- Dashboard
- Reports
Sell
From a need to an active license.
- Products
- Quotes
- Orders
- Licenses
Manage
Who you sell to, at what price, and from whom.
- Companies
- Price lists
- Vendors
Three rules
Decisions that hold on every screen, whichever brand the platform is wearing.
- 01The margin is never hidden.
As soon as there is someone to sell to, every price shows the reseller's cost, that company's price and the margin between them.
- 02Always buying for someone.
The top bar always says who a purchase is for: your own company or one below you. The choice carries into a new quote.
- 03Every option shows its price.
Each way to buy a product is listed with its own price, so the options are compared before one is chosen, not after.
Design System
MUI was the starting point. Each component was then adapted to the platform: its colours, its density and the numbers it has to carry.
Foundations
Components
Layout
Catalog
Categories, search and filters narrow the list. Every card answers the reseller's first question: what do I earn on this?
Quotes
A quote is a price proposal for one customer. The list is built to show which ones need attention today.
White label
A reseller sets a name, a logo and one colour. The platform works out the other six colours and checks that text stays readable on them.
The same screen under three brands
