Price Quote Map

Sienge is an ERP developed by Softplan that helps construction industry management and facilitates the flow of information and activities in an integrated and organized manner to optimize decision-making.

Problem Space

Based on the data analysis taken from Mixpanel, the price quotation tools have low engagement. It is a problem because we spend time, effort and money to keep this feature running.

Objective

Each bar in the chart below represents a module on Sienge-Platform. The big one is "Purchases" and the smaller one is "Price Quote"

We want to increase user engagement in the price quote tool.

My Role

Using Dual-Track as a product development process, I was the only Product Designer on the "Supply-Chain" Squad.

Challenges Faced

Throughout the research, we doubted if redoing the application would be the best option. However, users were using third-party tools specific to the task, which allowed us to make integrations. As it involved an impactful strategic change, redoing the interface was the immediate solution, but negotiations with partners began to be made.

** The visual design was created and designed by a team of 4 designers, where I collaborated in the creation of the design system in weekly meetings.

Strong result

• A sharp decrease in support tickets (chart below)
• The product was very well received and praised
• 20% increase in user engagement

Why Interviews

Through quantitative analysis, managers were able to show "what." Therefore, I decided to run qualitative research to find out "why." I conducted interviews with users, the customer support team and the development team, which developed the application.

My goals

• Understand the importance of making a quote
• How the quotation is made today. Outside system?
• Is it in the interest of the user and customer that our product has this tool?

Interview insights

The interviews/conversations took place over two weeks. In them, I discovered that many open support tickets complained about the limit of 3 providers per map.

They told me that important information such as fees, taxes and delivery rates was not easy to find and was not on the map.

All companies I've contacted considered it essential to carry out quotes before buying products. However, they were doing it manually or in external applications.

Pain Point

We figured out that the tool was limited to comparing just three suppliers, and essential information for decision-making was challenging to find.

Strategic and Design Decisions

Then we decided to redesign the application using a new stack (react), removing the limitation and rethinking the information architecture to bring up important information to the surface.

Job to be done

When I need to purchase products or hire services
I want to compare prices with different suppliers
So I can save time and money

Hands-on

Time to start drawing.

User Flow

Sketches

Wireframe

_Stepper

_Quote Map

During two weeks, I designed alternatives and validated them with the Product Manager, developers and designers from other squads, thus making alignments in business, technology and design.

Visual Style Guide and Design System

Below we can see the visual style guide created by a third-party service. I contribute to the design team by creating components giving rise to the design system. We did that by attending weekly Design System meetings.

Thanks, Fernando, Alexandre, and Danielle

Basic Elements

I've put here just a few basic elements for simple observation.

Interactions on Figma (samples)

I created those interaction on figma in order to develop my skills on prototyping.

Learnings

This project taught us that using the proper technique can save time and reduce effort. There are many tools that UX designers can use, but the experience teaches us that the most important thing is to use the most appropriate one at that moment. For example, not every project must have Personas or User Journey Map as some professionals insist on putting in all their processes, even without apparent objectivity.