The sales enablement ecosystem was fragmented, with marketing assets scattered across platforms like Genie and Showpad. This decentralization led to a lack of a single source of truth, and compromised brand consistency, ultimately hindering efficient asset management.

Create a user-friendly, centralized hub for storing all existing documents, enabling global sales teams to easily access them. Additionally, implement a streamlined process for adding new documents and updating existing ones efficiently.

Constrained by budget and internal resources, we aimed to develop a user-friendly asset management system within Sharepoint, maximizing its existing capabilities to create an intuitive interface that simplifies asset discovery.

We launched a pilot project named EVE 1.0 to validate our knowledge management strategy. Our primary goal was to demonstrate Sharepoint's potential as a centralized repository for our organization's information assets.

Through this initiative, we aimed to gain valuable insights into how users prefer to discover and interact with content, helping us optimize the platform's structure and navigation for maximum efficiency and adoption.

After the launch of EVE 1.0, we began collecting insights from our users. To address organizational constraints, we adapted our survey approach. Instead of relying on traditional surveys with typically low response rates, we utilized Microsoft Teams polls during weekly sales meetings to ensure consistent feedback.

Through this process, we discovered that users were frustrated with how assets felt buried within the folder structure and struggled to quickly filter different asset types. This feedback informed the primary redesign for Phase 2, introducing a sidebar filter that enables users to sort through assets more efficiently, delivering an experience similar to using a shopping cart.

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We focused on qualitative metrics rather than quantitative KPIs, tracking satisfaction across teams and systematically addressing user pain points.