PTC Velocity is a Sales Enablement Platform, powered by SAVO Group. The goal of this project was to revamp the web UI and navigation that result in better user experience.
User Research • Prototyping • UI Design • UI Development
Though its purpose is to enable better sales process, PTC Velocity’s bad UI and poor content organization were not tailored to fit the needs of our daily users, the sales reps and partners reps.
We knew the website refresh needed to start from home. The old homepage did not serve much of its purpose. Randomly placed announcement banners and unclear buttons on top made the homepage to look confusing.
With the this project, we wanted to accomplish following goals:
To learn more about our users’ experience with the current site, we conducted user interviews and usability testing. Based on the feedbacks we collected, we were able to identify 3 major user behavior using this platform.
“When I go into Velocity, I care more about information design than pretty looking UI. As long as I can find contents as quickly as possible, the better.”
Many users struggled navigating through pages to find the right content. We needed to find the best way to make their discovery experience easy and seamless.
The design process consisted of card sorting, information architecture, task flows, and creating low-fi/high-fi wireframes.
Buying in the last week of any month can yield better deals as sales teams push to meet monthly goals.
HVAC companies are significantly less busy in winter and fall, leading to flexible scheduling and wait times as short as 1–3 days , compared to 1–3 weeks in summer.
The best time to buy an air conditioner is during the or early fall (September to October) . During these off-peak months, you can often save 10% to 20% compared to peak summer prices. Why Timing Your Purchase Matters best month to buy air conditioner
Manufacturers and retailers frequently offer aggressive "winter clearance" deals of 20% to 40% to move prior-year inventory.
If your furnace is also aging, you can often get a significant discount by replacing both the heating and cooling systems at once. When's the Best Time to Buy a New AC Unit? Buying in the last week of any month
Because demand is low, you have more power to negotiate better prices, extended warranties, or service bundles. Seasonal Buying Guide Price Index Winter Dec – Feb Lowest (90%) Best for maximum savings and clearance models. Spring Mar – May Moderate (95%) Good for new model launches and "early bird" promos. Summer Jun – Aug Highest (105%) Avoid if possible; emergency installs cost 10-25% more. Fall Sep – Nov Moderate (92%) Great for "savvy savers" as summer inventory is cleared. Pro Tips for Extra Savings
Look for federal tax credits or utility rebates for energy-efficient (SEER2) units. During these off-peak months, you can often save
December is statistically the cheapest month, with prices often dipping to about 90% of the annual average.
There is never a perfect design! We had a lot of positive feedbacks from our users with the redesign. Users were satisfied with cleaner UI and improved navigational experience.
However, even the new design could not satisfy our users 100%. As they continued using the tool, they faced with new sets of problems. I learned how important it is to never get fully satisfied with the design decisions and the continue the effort of iteration, which should not be an option but a habitual routine.
