Advantage Solutions

Company: youradv.com

Role: Senior Product Designer

Industry: Retail Technology /
Marketing & Sales Tools / SaaS

Enterprise Retail Event Management, Reimagined

Overview

Advantage Solutions is a global marketing and sales agency supporting major retailers such as Walmart, Target, Whole Foods, and CVS. As part of the product team, I helped redesign the internal Event Management platform - a core tool used to plan, track, and manage in-store retail activations and promotional events across large retail networks.
The redesign focused on improving usability, modernizing workflows, and enabling enterprise clients to efficiently manage high volumes of events across multiple locations.

My Contributions

• Co-led the UX/UI redesign of the Event Management platform alongside another designer.
• Collaborated closely with product managers, engineers, and client stakeholders to align design decisions with operational needs.
• Focused on simplifying event creation workflows, improving reporting visibility, and enhancing onboarding experiences.

+18%

Usability improvement measured through post-launch metrics

+11%

Faster insights and reporting compared to manual tracking workflows

➤ Improved client trust and platform adoption across enterprise accounts

The Challenge

The existing Event Management system had become outdated and difficult to use.
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Retail teams struggled with:
• confusing event creation workflows
• inconsistent data views and reporting
• limited visibility into event performance

The goal was to modernize the platform, streamline workflows, and increase cross-feature adoption across the system.

Process

Discovery & Audit:

Conducted stakeholder interviews and gathered client feedback from major retail partners.
Performed a comprehensive UX audit to identify pain points across event creation, scheduling, and reporting workflows.

Ideation & Redesign:

Designed a simplified event creation flow that reduced cognitive load and prioritized essential inputs.
Redesigned dashboards and navigation to surface key metrics such as event status, ROI, and upcoming activities.

Onboarding & Adoption:

Introduced contextual tooltips, walkthroughs, and improved onboarding flows to help new users understand platform capabilities faster.

Testing & Validation:

Conducted usability testing with enterprise clients to validate the redesigned workflows.
Post-launch metrics showed improved usability and increased feature adoption across the platform.

Key UX Improvements

Advanced Filtering & Search:Introduced external filters (date, time, status, and checkboxes) to reduce search friction and help teams quickly locate events.
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Clear Status Indicators:Enhanced event status signals (Pending, Approved, Rejected) to improve visibility and enable faster decision-making.
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Modular Enterprise UI:Designed flexible UI components that allowed the platform to adapt to different retail client requirements without requiring full redesigns.
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Client Brand Customization: Implemented customizable themes to match enterprise client brands such as Walmart, Target, and CVS, supporting seamless client adoption.

Key Features Delivered

• Redesigned event creation flow with step-by-step guidance
• Actionable dashboard with real-time event insights
• Improved reporting tools for internal teams and enterprise clients
• Enhanced onboarding with contextual help and walkthroughs

Outcome & Impact

✔ Successfully modernized a critical enterprise feature used by major retail clients
✔ Increased usability by 18% and improved multi-feature adoption from 67% to 78%
✔ Strengthened client trust and platform stickiness
✔ Delivered a scalable UI framework supporting multiple enterprise client configurations