WEA Assessment Portal
Field teams were managing compliance assessments through a clunky Power App and disconnected tools. I mapped the workflow, identified the pain points, and designed a unified portal that made sense.
The problem
In the US, alcohol distribution operates under a three-tier system: producers sell to partners, who distribute to retailers. A standardized equity agreement ensures that distribution partners maintain operational excellence across compliance standards. Field teams conduct assessments twice annually to evaluate compliance and strengthen partnerships.
The existing process was a mess. Field reps were using a poorly built low-code application that wasn't mobile-optimized—a problem when you're conducting assessments in warehouses and retail locations. Documentation lived separately from the assessment form, forcing users to juggle multiple tabs. Only about 10% of partners were uploading documentation to the portal; the rest used presentation software or email.
Field teams lacked visibility into assessment scheduling, contact info was hard to update, and post-assessment letters required manual completion and email sending. The tools existed, but they weren't designed for how people actually worked.
"I want to make sure the scoring process is as smooth and efficient as possible for me and my partners."
My role
I was brought in to make sense of the existing chaos and design a solution that worked for both field teams and the partners they partner with.
Led journey mapping sessions to document the full assessment lifecycle
Identified pain points across all four phases of the workflow
Designed mobile-first interface for field use during market visits
Created user flows covering assessment prep through compliance monitoring
Aligned stakeholders across Commercial, Route-to-Market, and Product teams
The approach
Before designing screens, I needed to understand the full picture. The assessment process spans weeks and involves multiple teams with different needs and tools.
Journey Mapping
Documented the four-phase assessment lifecycle: preparation, perform assessment, finalize, and ongoing compliance monitoring. Mapped tools, emotions, and pain points at each stage.
Pain Point Synthesis
Consolidated feedback into actionable problems: mobile limitations, disconnected documentation, lack of visibility, manual letter processes.
Solution Design
Designed a unified portal integrated into AB Marketing—the platform partners already use daily—with mobile-first responsive layouts.
Specification & Handoff
Delivered complete UI specifications, user flow documentation covering edge cases, and design system integration with existing AB Marketing patterns.
Artifacts
Assessment Users
CD / RTM Team
Schedule assessments, send pre-assessment letters, coordinate with partners on timing and documentation requirements.
Initiates assessment process
Field Representative
Conduct on-site assessments at warehouses and retail locations, mark standards in/out of compliance, collect evidence.
Needs mobile-optimized experience
EAM Reviewer
Review submitted assessments, approve or request changes, ensure compliance documentation meets requirements.
Final approval authority
Wholesaler Partner
Receive assessment notifications, upload compliance documentation, address out-of-compliance action items.
Only ~10% used portal before
Process
User Journey
Before - Fragmented across systems
assessment window
scheduling
pre-assessment
Tool fragmentation (the pain)
after - unified portal flow
Search & Select
Find wholesaler via improved search
Pre-Assessment
Complete form, generate automated letter
Perform Evaluation
Mark 37 standards with inline evidence
Handle OOC
Document action plans and due dates
Submit to EAM
Review and send for approval
Confirm
Auto-notification to all parties
✓ Mobile-optimized for field use ✓ Documentation integrated per standard
Outcome
This project was designed through development-ready specifications but was paused due to organizational reprioritization. The design work represents the strategic UX thinking I brought to a complex compliance workflow.
What I Delivered
- End-to-end journey mapping with stakeholder alignment
- Complete UI specifications for the assessment workflow
- Mobile-first responsive designs ready for development
- User flow documentation covering all edge cases
- Design system integration with AB Marketing patterns
Why It Paused
- Commitments made to partner teams exceeded capacity
- Organizational priorities shifted mid-project
- Technical dependencies created timeline conflicts
- Design work remains ready for future implementation