Siemens

Jul 23 - Mar 24

Siemens' sales reps needed help gathering customer needs quickly, translating them into structured insights, and recommending tailored portfolio options in real time. I partnered with them to design the DigiCompass (now PortfolioXpert), an AI conversational tool that began as a digital companion and later evolved into an intelligent chatbot for conferences.

Full breakdown of the case study available on request

Siemens

Jul 23 - Mar 24

Siemens' sales reps needed help gathering customer needs quickly, translating them into structured insights, and recommending tailored portfolio options in real time. I partnered with them to design the DigiCompass (now PortfolioXpert), an AI conversational tool that began as a digital companion and later evolved into an intelligent chatbot for conferences.

Full breakdown of the case study available on request

Siemens

Jul 23 - Mar 24

Siemens' sales reps needed help gathering customer needs quickly, translating them into structured insights, and recommending tailored portfolio options in real time. I partnered with them to design the DigiCompass (now PortfolioXpert), an AI conversational tool that began as a digital companion and later evolved into an intelligent chatbot for conferences.


Full breakdown of the case study available on request

Overview

PortfolioXpert was created to streamline how Siemens engages with potential customers. Initially launched as a structured assistant for sales representatives, the tool provided a guided flow to capture client requirements, track conversations, and align solutions with Siemens’ complex portfolio. As adoption grew, Siemens expanded PortfolioXpert into an event-facing chatbot. At conferences and trade shows, it enabled customers to interact directly with Siemens in a conversational format, answering key questions and receiving immediate suggestions from the product portfolio, effectively scaling personal consultations to a wider audience.

Goal

The primary goal was to increase sales efficiency by atructuring client conversations to ensure consistency and completeness. Also, reducing manual reporting through AI-powered summarization and automation. Additionally, helping sales reps navigate Siemens’ vast product portfolio quickly and confidently. Finally, improving client trust and satisfaction by making meetings smoother and more outcome-driven.

My Role

I acted as Lead Product Designer, and was responsible for leading research with sales reps, managers, and Siemens customers (13 interviews + survey). I also conducted heuristic evaluations to uncover usability gaps. I ran assumption mapping and ideation workshops with stakeholders. I created low- to high-fidelity prototypes, aligned with Siemens’ brand and accessibility standards. Finally, I drove AI use case exploration and validation with the engineering team.

My Process

I started by immersing myself in Siemens’ sales ecosystem to understand both the reps’ challenges and the customers’ expectations. Through stakeholder and customer interviews, complemented by a heuristic evaluation and survey, I was able to map the critical friction points that slowed down conversations and undermined usability. From there, I facilitated assumption mapping and “How Might We” workshops that allowed the team to align on business priorities and identify the most promising opportunities for AI support. Once the direction was clear, I moved into design—beginning with low- and mid-fidelity prototypes to validate flows and conversation structures early on. Usability testing guided refinements and ensured the tool felt intuitive, while close alignment with Siemens’ brand guidelines guaranteed accessibility and visual consistency. Alongside the design work, I collaborated with engineers to explore how AI could enhance the experience, from recommending dynamic questions during meetings to automatically generating summaries. Finally, I worked on iterative improvements, delivering a polished high-fidelity prototype, documenting all design decisions, and handing over a Figma system that the development team could build from seamlessly.

Final Outcome

The final product was a hybrid solution: a structured digital assistant for sales representatives, guiding them through conversations and ensuring no key client needs were missed. Secondly, a polished chatbot deployed at Siemens events, where visitors could self-navigate, answer a few guided questions, and immediately see suggested Siemens solutions. This dual approach made PortfolioXpert both an internal productivity tool and an external engagement platform.

Impact

Post-launch usability testing and surveys showed clear, measurable improvements. Customer satisfaction rose from 68 to 76. Reliability and trust in the tool also grew, with user confidence up by 11% and NPS climbing from 40 to 52. Reduced average time for sales reps to capture client needs by 35%. Increased quality and consistency of sales data fed into Siemens’ CRM. Also, at conferences, PortfolioXpert captured thousands of leads, providing instant portfolio suggestions and freeing Siemens staff to focus on higher-value conversations.

Research

Stakeholder workshops and research uncovered challenges in capturing customer requirements consistently. These insights shaped the conversational flow and defined the system’s scope.

Wireframes

We mapped key conversations into structured wireframes, testing how AI could guide sales reps through KPIs, challenges, and opportunities in a natural dialogue format.

Final prototype

High-fidelity prototypes brought PortfolioXpert to life with a fresh, Siemens-branded interface across devices, ready for integration into real sales workflows.

mttcpz@gmail.com

Berlin / Naples

MattiaSorrentino

Copyright © 2025

mttcpz@gmail.com

Berlin / Naples

MattiaSorrentino

Copyright © 2025

mttcpz@gmail.com

Berlin / Naples

MattiaSorrentino

Copyright © 2025