01 Overview

01 Overview

Citrix's learning experience delivered training and product updates to a global sales team of roughly 10,000 employees who supported some of the company's largest enterprise and public-sector clients. The goal was to reimagine that experience from top to bottom and turn it into a true enterprise-level learning platform.

Industry

Industry

SaaS

02 Challenges

02 Challenges

Training was spread across four to five separate sites serving the same purpose. Two experiences had to be redesigned at once: the front end for salespeople consuming content, and the admin side for the teams creating and managing it. Any redesign also had to preserve the data streams business units relied on for reporting, which ruled out a clean-slate rebuild. Working with our Principal Product Owner, Director of Enablement Technologies, and Lead UX Researcher, I started by validating what was actually broken through competitive analysis, heuristic review, and research with the global sales force and their managers.

03 The Result

03 The Result

03 The Result

Four to five sites became one portal that captured every user's learning activity in a single place, with reporting intact and far less manual admin work. A personal dashboard turned progress into motivation. Gamification let salespeople track achievements and see how they compared with their peers, so learning felt more like friendly competition than a required task. Adoption grew quickly [add a metric if available], and that success created a new challenge: as creators built larger paths, users began experiencing cognitive overload. Ongoing testing caught it early, and a second iteration simplified the experience, shifting the goal from helping people find everything to helping people find the right thing.

Four to five sites became one portal that captured every user's learning activity in a single place, with reporting intact and far less manual admin work. A personal dashboard turned progress into motivation. Gamification let salespeople track achievements and see how they compared with their peers, so learning felt more like friendly competition than a required task. Adoption grew quickly [add a metric if available], and that success created a new challenge: as creators built larger paths, users began experiencing cognitive overload. Ongoing testing caught it early, and a second iteration simplified the experience, shifting the goal from helping people find everything to helping people find the right thing.

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