Radius360x App
Redesigned for an Intuitive and Scalable Experience from Concept to Launch
TL;DR
Project Overview
🚨 Problem
Radius360x, a B2B SaaS platform for wholesalers and distributors, had an outdated and inefficient user experience that made key workflows—like sales management, order processing, and customer interactions—slow, complex, and frustrating. Users struggled with poor navigation, redundant actions, and high-friction workflows, leading to inefficiencies and increased support requests. Business struggled to onboard new clients due to the confusing UI.
✅ Solution
Redesigned core sales and order management workflows to help sales reps complete tasks faster with fewer steps. Also worked closely with developers to clarify microinteractions and behavior flows, ensuring smooth implementation.
📈 Impact
The redesign cut users' task completion time in half, improved workflow efficiency, and increased user satisfaction by 30%, enabling sales teams to work faster and reducing reliance on our customer support.
🎯 My Role
User + Market Research, UX/UI Design, Prototyping, Usability Testing, Interaction Design,
🤝 Collaboration
Worked cross-functionally with engineers, and stakeholders to align design improvements with business goals and ensure seamless implementation.
Brief
Company
SKB Accounting LLC
About the App
Radius360x transforms the complexities of wholesale and distribution into a seamless, cloud-based ecosystem that integrates sales, inventory, order management, logistics, and accounting in one place. Unlike rigid enterprise software, it’s designed for adaptability, empowering both field sales teams and back-office operations with real-time data and automation. By eliminating friction and increasing efficiency, Radius360x helps businesses manage and grow their sales with precision and agility.
Business Challenge
Fragmented Product with a Frustrating User Experience
A few months into working on Radius360x, a harsh reality became clear—what was meant to be an all-in-one platform for wholesalers and distributors felt more like a maze.
Despite its role as a critical tool for wholesalers and distributors, Radius360x struggled with fundamental usability issues that slowed down sales teams rather than enabling them. Sales reps relied on the platform daily to schedule calls, track customer interactions, and place orders, yet the system’s disjointed workflows, excessive manual steps, and unclear navigation made these tasks frustrating and time-consuming.
This challenge became apparent through direct observations, user interviews, and support ticket analysis, where sales reps repeatedly expressed frustration with repetitive actions, hidden functionalities, and an interface that failed to align with their fast-paced work environment.
🚨 Unstructured Navigation
The platform lacked a clear hierarchy, forcing users to click through multiple screens just to complete basic tasks. Critical features were scattered and unintuitive.
⏳ Inefficient Workflows
Common actions—such as scheduling a call, creating an order, or checking inventory—required excessive manual input, leading to lost time and reduced productivity.
The inefficiencies in Radius360x led to slower sales operations, increased frustration among users, and higher reliance on customer support. Sales reps spent more time navigating the system than actually selling, ultimately impacting their revenue and operational efficiency.
How might we reduce the cognitive load of our users so they can focus on increasing their sales?
The Solution
A Strategic Redesign
After identifying key pain points and inefficiencies in Radius360x, I advocated for a strategic redesign focused on improving usability without disrupting the validated core functionality. My approach began with a comprehensive audit of the current ecosystem, assessing existing features, ongoing development efforts, and user workflows. I conducted direct user interviews and observational research, identifying areas where the UI created friction in daily sales operations.
My solution involved refining the navigation and structure to make frequently used actions intuitively. Some of the key areas I focused on were the Call Plan feature and Order Creation process.
By focusing on workflow optimization, UI clarity, and efficiency-driven improvements, this strategic redesign empowered sales teams to complete tasks faster, reduce cognitive load, and increase their overall productivity within Radius360x.
Key Features
Call Plan
Bulk schedule calls instead of entering them one by one.
View upcoming calls in a calendar layout for better planning.
Quickly reschedule or modify plans without unnecessary steps.
Create Orders directly from Scheduled Event.
✅ Users spend less time managing schedules and more time engaging with their customers.
Move the slider to see before and after images
Advanced Filters for Faster Search
What was previously underutilized due to poor visibility and accessibility was now at the forefront, making it easier for sales reps to refine searches using custom fields mapped from QuickBooks. Now, users can:
Easily access Advanced Filters directly within search and order workflows.
Apply custom field filters (e.g., Distributor, Country, Color) to quickly find customers, products, vendors, and orders.
See applied filters at a glance, ensuring transparency and control over search results.
✅ Users can now locate what they need faster, reducing search time and improving efficiency in order management.
Move the slider to see before and after images
Add New Product: Expanding Inventory Control Within the App
Sales reps had to rely on their admins to add new product details on backend systems like QuickBooks, making the process slow and disconnected from their workflow. We introduced the Add New Product feature in the redesign, so that users could now:
Add products directly within the Radius360x app and have the data sync into backend systems effortlessly.
Instantly update inventory so new products appear in the system without waiting for manual syncs.
Seamlessly integrate with existing sales workflows, allowing reps to add products while creating orders.
✅ Sales teams gained greater control over inventory in real time, reducing delays and improving order efficiency.
🔒
Interested in Learning More?
I can’t share further details of my project publicly, but please feel free to contact me for a detailed case study and a deeper discussion about the research findings and iteration process.
Led the initiative for Kargo's first Scalable Design System and Implemented Components in Collaboration with Engineers
Kargo Design System
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© 2025 Naini Bansal
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