Microsoft Toolkit 272 __exclusive__ Jun 2026

Microsoft Toolkit 272 __exclusive__ Jun 2026

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.

Microsoft Toolkit 272 __exclusive__ Jun 2026

User Research • Prototyping • UI Design • UI Development

microsoft toolkit 272
microsoft toolkit 272

Microsoft Toolkit 272 __exclusive__ Jun 2026

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.

Microsoft Toolkit 272 __exclusive__ Jun 2026

With the this project, we wanted to accomplish following goals:

Redesign with consistent UI
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Better content organization
microsoft toolkit 272
Provide easier way to access translated contents
microsoft toolkit 272
Improve navigation experience

Microsoft Toolkit 272 __exclusive__ Jun 2026

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.


Searchers
know what they are looking for, use the search bar to look for the contents.

Navigators
know what type of content to look for. So they start navigating through pages to find them, often getting frustrated for getting lost in the navigation.

Receivers
are not comfortable using the system for its confusing UI. They want contents to be delivered  directly to them.
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User Stories

“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.

microsoft toolkit 272

Microsoft Toolkit 272 __exclusive__ Jun 2026

The design process consisted of card sorting, information architecture, task flows, and creating low-fi/high-fi wireframes.

microsoft toolkit 272
microsoft toolkit 272
microsoft toolkit 272
microsoft toolkit 272

Microsoft Toolkit 272 __exclusive__ Jun 2026

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Microsoft Toolkit 272 __exclusive__ Jun 2026

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.