Muzes’ Disruptive Social Approach to Procurement and Cold-Calling with Salesguard

Muzes Mockups for Salesguard

Muzes’ Disruptive Social Approach to Procurement and Cold-Calling with Salesguard

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Muzes’ Disruptive Social Approach to Procurement and Cold-Calling with Salesguard

Yinnette Olivo

as Director of Product

This detailed case study explores the unique challenges, strategic approaches, and collaborative successes of Muzes.ai, emphasizing its cutting‑edge features such as the SalesGuard module and AI‑assisted questionnaire builder, which redefine industry standards.

The Vision

Muzes.ai is a digital procurement platform designed to transform an often cumbersome, multi‑stage purchasing cycle into a single, seamless experience.

My vision at Muzes.ai is to eliminate the friction that typically plagues software procurement—risk assessments, compliance checks, feature evaluations, and license management—by delivering an intuitive interface powered by AI and data‑driven insights.

Through elegant design and innovative technology, I aimed to free procurement teams from tedious manual processes so they can focus on strategic value creation.

North Star

Deliver an end‑to‑end user experience that minimizes cold calls to vendors and leverages AI innovations to accelerate and streamline the entire procurement workflow.

The Theme

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The Discovery

Dylan Davidson, the Requestor, initiates a software‑license request; James Jackson, the Procurement Manager, translates Dylan’s needs into a formal requirements document;

Padma Patel, the Vendor, submits proposals via Muzes.ai’s vendor portal; and Susan Summers, the Security Analyst, conducts final due‑diligence reviews. By mapping each actor’s goals, pain points, and decision criteria, I ensured the interface catered to diverse needs without sacrificing clarity or efficiency.

The Challenge

Our organization’s procurement cycle often stretched from six months to a full year, requiring alignment among as many as ten stakeholders. This lengthy timeline created bottlenecks at every stage—from initial needs gathering to final compliance sign‑off—undermining productivity and delaying project launches.

The core challenge was to architect a solution that fosters direct, efficient connections between requestors and vendors while preserving rigorous security and compliance standards.

The Results

I synthesized discovery insights into a comprehensive design roadmap that included an interactive journey map, low‑fidelity wireframes, and a high‑fidelity prototype demonstrating the end‑to‑end flow.

Usability testing with cross‑functional stakeholders revealed a 60% reduction in manual vendor outreach time and 50% fewer follow‑up calls, thanks to the AI‑driven prescreening and built‑in compliance checklists.

Stakeholder satisfaction scores rose by 35%, with procurement managers praising the clarity of status updates and requestors valuing the streamlined submission process. Based on these outcomes, the development team prioritized the SalesGuard dashboard and real‑time questionnaire builder, accelerating the MVP launch by two months.

The Designs

Muzes Mockups for Salesguard

Muzes Mockups for Salesguard

Yinnette's Portfolio

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Mock-Ups
Design System
Design System
Brand
Grid
Typography
Colors
Buttons
Layers
Home
Login
Support
Contact
Pages
#7316ff
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Pages
Export

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Yinnette Olivo Digital Portfolio

Crafting User Experiences & Design Elegance

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Disclaimer: The designs showcased on this portfolio website are presented solely as examples of my creative and professional work. I do not claim to represent any of the clients or brands displayed herein. All logos, trademarks, and brand assets featured are owned by their respective companies. These examples are used purely to illustrate my role, skills, and experience in UX/UI design, branding, and product strategy through detailed case studies. To contest the use of any works displayed on this site, please submit an email with the subject line "Contest Use", along with your specific request. If your claim is found valid and it is determined that you have appropriate legal standing, your request will be reviewed and granted within 90 days.