Club Coke

The Challenge

Club Coke is a fully deployed enterprise iPad application used by Coca-Cola Consolidated field representatives to manage the entire commercial planning and contract lifecycle for retail accounts across the bottling network. The platform covers account discovery, commercial plan building, Look of Success presentations, pricing, funding, and legal execution in a single end-to-end workflow. I was brought in to design two of the most governance-critical sections of the application: the multi-tier approval workflow and the legal contract execution suite.

The approval workflow sits at the intersection of business rules, financial guardrails, and organizational hierarchy. A field rep's commercial plan for any given account must pass through a tiered chain of approvers, from ASMs to Directors to Senior Directors to Vice Presidents, with specific guardrails automatically determining which level of approval is required based on the plan's financial parameters. Contract Break Even %, Lifetime Funding per Case, Pricing Level Versus Categories, and Volume per Asset are just a few of the guardrail conditions that route plans to the right approver. Getting any of this wrong in the field means a contract that cannot be executed, a deal that stalls, or a compliance failure that has real financial consequences.

The Approach

For the approval workflow, the core design challenge was making a highly complex, rule-driven routing system legible to field reps who needed to understand where their plan stood, why it was routed the way it was, and what needed to change to move it forward. I designed the Required Approver Levels modal, which surfaces the full guardrail matrix in a scannable table format showing each guardrail condition, its required final approver, and the resulting approval level. Color-coded rows flag which specific guardrails are triggering elevated approval requirements, giving reps immediate, actionable clarity without requiring them to understand the underlying business logic from scratch.

The SNAPSHOT panel, persistent throughout the plan-building workflow, was designed to give reps a live, at-a-glance view of how their current plan compares to the existing account state across every key metric: volume, funding, assets, gross profit, operating profit, and lifetime value. This persistent context panel was critical to the approval workflow because it let reps understand in real time whether a plan change would trigger a guardrail, before they submitted for approval.

For the legal and contract execution suite, I designed the full Terms and Conditions presentation, the dual-signature capture interface for both the customer and the CCBCC employee, the ACH and W9 forms section, and the EMO (Equipment Management Order) linking workflow. The signature screens had to work reliably on an iPad in a retail environment, display the full contract terms legibly, and capture legally valid signatures from both parties in a flow that a field rep could complete at the customer's location without technical support. The Contract Details modal, which captures start date, term length, and auto-calculates the end date, was designed to be fast and error-resistant, since a misconfigured contract term has downstream legal and financial implications that cannot easily be corrected after the fact.

The Outcome

Club Coke shipped and was deployed to Coca-Cola Consolidated field representatives managing several hundred retail accounts across the bottling network. The approval workflow and legal execution features I designed handle real commercial contracts, real funding commitments, and real multi-party signatures on active accounts. Every interface decision had to account for the fact that field reps use this tool in a retail environment, often under time pressure, with a customer in front of them and a contract on the line.

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Selected screens

Screens from the production application, covering account discovery, the approval and funding snapshot, and the full legal contract execution suite.