📋 Overview

The Partner Advocacy Program (PAP) rewards IBM sellers when partner solutions include IBM technology. Partners register deals through the PAP portal, which links partner sales with IBM product orders to calculate commissions.

However, the process relied heavily on manual emails, fragmented systems, and complex calculations. Our goal was to redesign the experience and integrate PAP into IBM’s Partner Portal to simplify workflows, improve transparency, and support IBM’s co-sell strategy with partners.

Role

  • Title: Senior UX Designer
  • Focus: Enterprise Partner Ecosystem
  • Scope: PAP Portal redesign & co-sell integration
  • Team: Product, Engineering, Sales, Partner Ops

⚡ The Challenge

The existing PAP experience created friction for sellers and partners. Processes were manual, systems were fragmented, and incentive calculations lacked transparency.

Manual
Co-sell registration via email
Low
Seller confidence in commission payouts
Multiple
Systems required to complete workflows

💥 Design Impact

I led experience design for the new PAP workflows, aligning stakeholders and simplifying the end-to-end process for partner deals and seller incentives.

Service Blueprinting

Facilitated workshops to map the full lifecycle of partner deals and seller incentives.

Experience Simplification

Redesigned workflows for opportunity registration, order linking, and incentive tracking.

Stakeholder Alignment

Presented design concepts to leadership and cross-functional teams.

System Integration

Designed the experience to integrate PAP with IBM’s Partner Portal.

🔍 Research & Insights

We conducted service blueprinting workshops with stakeholders and subject matter experts to understand the entire lifecycle of partner deals and commission payouts.

Fragmented
data across systems
Manual
deal validation
Limited
incentive visibility

🎯 Design challenge: simplify the experience while integrating complex backend systems for orders, opportunities, and incentive calculations.

🧠 UX Strategy

Simplify Workflows

Reduce manual steps and unify fragmented tools.

Increase Transparency

Provide visibility into incentive calculations and partner orders.

Automate Processes

Replace manual validation with automated integrations.

🖥️ Wireframes

Early wireframes explored simplified workflows for opportunity registration, order linking, and incentive tracking.

I reviewed these wireframes with stakeholders to validate the workflows before moving into high-fidelity design. This step also allowed the development team to assess feasibility and align early on technical constraints.

🎨 High-Fidelity Design

After validating flows with stakeholders and engineering, I designed the final experience that would help our partner to rewards sellers in the portal and allow us to sunset the old tool.

🚀 Key Improvements

Integrated co-sell opportunity registration
Automated IBM order allocation
Real-time partner order visibility
Executive dashboards for co-sell activity

📊 Results

High-growth
Expected annual ISV sales
12,000h
Manual work eliminated
Faster
co-sell deal processing

🌍 Business Outcomes

Improved seller confidence in incentives
Reduced administrative overhead
Better partner-seller collaboration
Scalable co-sell infrastructure

🎯 This redesign transformed PAP from a manual incentive process into a scalable platform supporting IBM’s global partner ecosystem.

💡 Key Learnings