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Case Study Juice Plus+

Understanding the Reporting Needs of an International Sales Team

Before rebuilding its sales reporting, Juice Plus+ needed to know what its independent sales partners actually needed. HatchWorks ran 12 in-depth interviews across 6 global sales regions and a survey that reached 20,000 partners, then turned the findings into a clear product direction.

ClientJuice Plus+
IndustryHealth and wellness, direct sales in more than 20 countries
EngagementUser research and UX direction for a sales reporting system
UsersIndependent sales partners worldwide
Juice Plus+ and HatchWorks: understanding the reporting needs of an international sales team
HatchWorks Team Product Strategist, UX Designer, UX Researcher, Solution Architect, Client Engagement Lead
Overview

Reimagine reporting from the ground up, but start by listening

Before engaging with HatchWorks, Juice Plus+ understood that their existing sales reporting system was not meeting the needs of their independent sales partners. They wanted to help partners grow and succeed, and saw an opportunity to reimagine reporting from the ground up, but were unsure where to focus the internal Product team's limited bandwidth.

As a critical first step, Juice Plus+ partnered with HatchWorks to gain a deeper understanding of partners' day-to-day wants, needs, and challenges.

Juice Plus+ sales reporting concepts across devices
Reporting concepts across devices
The Challenge

Rigid, antiquated reporting that partners had outgrown

The ways in which Juice Plus+ partners interacted with their vital business data in the existing sales reporting system were rigid and antiquated. Presentations of data were confusing and prone to misinterpretation, and workflows were complicated and riddled with time-consuming workarounds.

Partners' expectations of how something should work had shifted through routine interactions with modern software.

Confusing data

Presentations prone to misinterpretation.

Complicated workflows

Riddled with time-consuming workarounds.

Shifted expectations

Partners now measured it against modern software.

The Process

Evaluate, interview, then survey at scale

  1. 01

    Evaluate the existing system

    HatchWorks analyzed the existing product materials and performed a high-level evaluation of the existing system.

  2. 02

    Qualitative interviews around the world

    The team composed, planned, and facilitated qualitative one-on-one interviews with partners from around the world, plus internal business stakeholders and subject matter experts.

  3. 03

    An evergreen quantitative survey

    HatchWorks helped the Product team develop a flexible quantitative survey framework, easily adapted and distributed to thousands of partners in various international markets, as an evergreen data source that outlives the project.

The research funnel

Depth first, then breadth: a dozen conversations shaped the questions, and twenty thousand partners answered them.

Step 01Evaluate
Heuristic evaluationExisting product materials and the current reporting system.
Step 02Interview
12 interviewsSales partners and business specialists, one on one.
6 global sales regionsRepresented across the interviews.
Step 03Survey
20,000 partners reachedA flexible survey framework distributed across international markets.
Step 04Synthesize
Recommendations and read-outHigh-level product recommendations presented to key stakeholders.
Low-fidelity wireframesSupporting new and enhanced product concepts and user flows.
From the partner interviews HatchWorks conducted during the research phase
The Outcome

A clear path for a Product team with limited bandwidth

The research produced a wealth of observations, insights, and data, synthesized into high-level product recommendations and considerations. Low-fidelity wireframes supported new and enhanced product concepts and user flows.

Detailed findings and recommendations were presented to key stakeholders, with a project read-out document as the takeaway. The work gave Juice Plus+ direction on where to focus next, fostered buy-in on next steps, and provided a clear path to prioritizing ongoing work and bandwidth.

Juice Plus+ reporting screens explored during the research
Reporting concepts explored with partners
3D mockups of the proposed Juice Plus+ reporting experience
Concept mockups supporting the recommendations
Key Stats

The research, in numbers

12

interviews with sales partners and business specialists

6

global sales regions represented

20,000

partners reached via survey

Context

About the work

Juice Plus+ logo

About Juice Plus+

Juice Plus+ is a privately held health and wellness company operating in more than 20 countries. Its expansive team of independent sales partners offers dietary supplements and wellness products that emphasize whole food, plant-based nutrition.

HatchWorks AI turns AI into ROI by automating key business processes, transforming data, deploying intelligent agents, and shipping AI-powered products that deliver measurable results. Its proprietary Generative-Driven Development methodology is a repeatable path from idea to production, blending AI, agents, and engineering to ship faster with less risk.

Know something is wrong, but not where to focus?

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