The problem
Reps wanted to send thank‑you gifts without leaving NetSuite. The existing tool made them jump through lengthy forms, guess at stock, and copy‑paste addresses. Many ditched it for personal spreadsheets and scattered notes.
Pain points we heard most
“It takes too many clicks. Sometimes seven minutes just to send one gift... We have no history, so it’s hard to remember who already got what... Typos are everywhere, with manual address entry and no validation.”
Gifting isn’t just a nice‑to‑have; for enterprise sellers it’s relationship currency. Every missed birthday or botched address chips away at rapport. Several reps admitted they would wait until the very last week of the quarter — sometimes the very last day — to power through their unspent gift allocation in one marathon session, because using the old tool felt slow and awkward. One rep joked, “I clicked, waited, then made coffee while the page loaded.” We set out to give them something they’d reach for the moment they needed to say thanks, not months later.
Success criteria
0. (No more “I swear I sent something” panic emails.)
1. One‑minute send from recipient to confirmation.
2. Zero confusion on budgets, allocation, and stock.
3. Stay on brand with Oracle NetSuite patterns.
Our approach
Borrow, do not reinvent the wheel
With just four weeks on the clock, we grabbed a proven React component library so visual polish wouldn’t swallow the schedule. On most projects we craft fresh UI kits, but here speed became our top priority.
Instead of pixel‑pushing a brand‑new design language, we spent day one auditing Oracle’s admin kit and cherry‑picked components that covered 80 % of our use cases. That freed us to focus on flow logic and edge cases, not polishing button gradients.
Keep the client in the loop weekly
Every week we ran a 30‑minute progress review with the Oracle team. Instead of sending polished decks over the fence, we screenshared the latest clickable prototype, demoed changes, and captured real‑time feedback.
Those calls felt like mini‑launches: quick wins were celebrated, scope creep was caught early, and next week's priorities were crystal‑clear.
Test with real reps
Five lightning‑fast 30‑minute tests did more than tick a box. Reps breezed through the core journey. Their feedback spotlighted tiny frictions we hadn’t noticed, and we shipped the fixes later that day. Micro‑adjustments like bullet‑proofing bulk uploads and showing a true‑to‑life note preview turned an already‑smooth flow into something reps called “effortless,” all without adding extra days to the schedule.
Voices from the field
“This will make it way faster!”
Key UX wins
These are just a handful of micro‑interactions and refinements that transformed a tedious workflow into a one‑minute magic trick. We shipped plenty more under the hood, but these small details delivered the biggest delight‑per‑pixel punch.
Multiple recipient upload
No one has time to repeat the same flow 20 times. Bulk recipient upload lets sales teams send thoughtful gifts fast, without the tedium.
Address search and reuse
Our smart address check suggests corrections in real time, so when a rep types “123 Mian St,” the system gently asks, “Did you mean Main?” It’s a small nudge that prevents delivery issues, saves support time, and builds trust with both senders and recipients.
Inline edits on review screen
Typos happen. Inline edits let reps quickly adjust recipient details, notes, or gift selections directly from the confirmation page. There's no need to start over. It’s a small UX win that saves time, reduces frustration, and keeps momentum going.
Smart filters
We made it easy for reps to find the right gift quickly. Smart filters automatically hide unavailable items and organize gifts into clear categories. This helps users focus on what’s actually ready to send, with no dead ends or decision fatigue.
Order history and reorder
For frequent gifters, being able to view past orders and resend a favorite setup in just two clicks changes the game. It removes repetitive steps and turns gifting into a quick, familiar rhythm. This is especially helpful for quarterly check-ins or client touchpoints.
Status tracking for sent gifts
Once a gift is sent, reps can check its status at a glance: shipped, delivered, or delayed. This visibility gives them confidence and reduces the need for manual follow-ups, which is especially important when timing matters.
Business outcomes
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Three takeaways
- User time is sacred. Small helpers beat flashy features.
- Design libraries print time. Choosing a proven kit bought us an extra week for testing.
- Talk to users sooner. Even five interviews will keep a project honest.
