SLB's sales team used an excel document to create quotes for different clients. SLB wanted to move away from excel to a web application. I was the lead UX designer to help modernize their current tool.
I had a very short deadline to complete phase 1 of the project, which was drafting a quote.
In order to create a brand new web application, I needed to understand how the sales team used the excel document to draft quotes. I did a virtual shadow of a sales representative and sales manager. Not only did I learn how they used the excel document for drafting quotes, but I realized their process required a lot collaboration.
Next, I was granted access to the excel document and used it to do an audit. Furthermore, I created a site map to outline the different calculations needed for the different quote types.
I created the journey map to ensure I identified the sales representatives and manager's workflow. In addition, I notated key actions they took in order to complete their task. This was a great way for me to ensure that the journey in the new application matched their natural flow.
Once I validated my direction with the users and engineering team, I jumped into wires. This was another opportunity for me to get the users involved early in the design decisions.
SLB's sales team used an excel document to create quotes for different clients. SLB wanted to move away from excel to a web application. I was the lead UX designer to help modernize their current tool.
I had a very short deadline to complete phase 1 of the project, which was drafting a quote.
In order to create a brand new web application, I needed to understand how the sales team used the excel document to draft quotes. I did a virtual shadow of a sales representative and sales manager. Not only did I learn how they used the excel document for drafting quotes, but I realized their process required a lot collaboration.
Next, I was granted access to the excel document and used it to do an audit. Furthermore, I created a site map to outline the different calculations needed for the different quote types.
I created the journey map to ensure I identified the sales representatives and manager's workflow. In addition, I notated key actions they took in order to complete their task. This was a great way for me to ensure that the journey in the new application matched their natural flow.
Once I validated my direction with the users and engineering team, I jumped into wires. This was another opportunity for me to get the users involved early in the design decisions.
SLB's sales team used an excel document to create quotes for different clients. SLB wanted to move away from excel to a web application. I was the lead UX designer to help modernize their current tool.
I had a very short deadline to complete phase 1 of the project, which was drafting a quote.
In order to create a brand new web application, I needed to understand how the sales team used the excel document to draft quotes. I did a virtual shadow of a sales representative and sales manager. Not only did I learn how they used the excel document for drafting quotes, but I realized their process required a lot collaboration.
Next, I was granted access to the excel document and used it to do an audit. Furthermore, I created a site map to outline the different calculations needed for the different quote types.
I created the journey map to ensure I identified the sales representatives and manager's workflow. In addition, I notated key actions they took in order to complete their task. This was a great way for me to ensure that the journey in the new application matched their natural flow.
Once I validated my direction with the users and engineering team, I jumped into wires. This was another opportunity for me to get the users involved early in the design decisions.
SLB's sales team used an excel document to create quotes for different clients. SLB wanted to move away from excel to a web application. I was the lead UX designer to help modernize their current tool.
I had a very short deadline to complete phase 1 of the project, which was drafting a quote.
In order to create a brand new web application, I needed to understand how the sales team used the excel document to draft quotes. I did a virtual shadow of a sales representative and sales manager. Not only did I learn how they used the excel document for drafting quotes, but I realized their process required a lot collaboration.
Next, I was granted access to the excel document and used it to do an audit. Furthermore, I created a site map to outline the different calculations needed for the different quote types.
I created the journey map to ensure I identified the sales representatives and manager's workflow. In addition, I notated key actions they took in order to complete their task. This was a great way for me to ensure that the journey in the new application matched their natural flow.
Once I validated my direction with the users and engineering team, I jumped into wires. This was another opportunity for me to get the users involved early in the design decisions.
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