Project Details

Role

Research, UX, Visual Design

 

Deliverables

  • Flows 

  • Wireframes

  • Prototyping

  • User Testing

  • Visual Design

The Team and Stakeholders

  • VP of Product

  • Design Director

  • Senior UX Developer (Prototypes to test)

  • Consultant Team from  CompanyX

Platform

  • Web

Tools

  • UXPin

Who are Our Customers ​​

 

Sourcing Managers

Overview

  • Background in analytics varies

  • Industry expertise and background varies (e.g. healthcare, food-based products, everyday office supplies)

 

Goals

  • Looking for the best way to save the organization money 

  • Build relationships with suppliers

 

Common Points of Concern  

  • RFP events include several line items and sections which take time to analyze

  • Need to compare several suppliers' bids, side by side

  • Need a quick and easy way to provide a supplier with feedback

  • Looking for full coverage of all the line items

  • Can take weeks to go through the process of analyzing the data and returning back information

Suppliers​​

 

Overview

  • Receive RFPs from the buyer using Scout

  • Experts in their industry

 

Goals

  • Looking to win the business

  • Make money off of a win

  • Short response time to complete and submit a bid

 

Common Points of Concern  

  • Required to provide answers to large requests forms from buyers

Our Business Goals

 

  • Be the single source of truth for sourcing

  • Allow buyers to drive down prices for specific items

  

The Project

To better u

The Original Scout RFP Bid Experience

Part of the overall initiative included redesigning the entire worksheet experience and considering some of the common practices used for worksheet tools such as Excel and Google Sheets.

The current worksheet experience for the buyer and the supplier

Where Dynamic Negotiation Analytics Fits into the Flow

 

Once a sourcing event is published and sent to the suppliers and they respond with their bids the Dynamic Negotiation Analytics tool receives the bids and the buyer can begin analyzing the data after initial set up.

1/1

Where does Scout DNA (use to be called Analytics Engine) fit into the entire flow 

Initial MVP Developed

 

The MVP release included the core tools to analyze bid competitiveness, remove outliers, and provide feedback to the suppliers. 

Showing the MVP that was released during the conference

Early Feedback on the MVP

 

Pilot Walkthroughs

The first few months on the project I was working under another designer before leavi took another opportunity and I became the lead designer. During this time, the initial user testing consisted of several remote sessions with the advanced user group.

As our power users, they will be using all aspects of the tool. In order to make sure that our more common user group is also able to get the most out of the new analytics tool, we conducted user tests with a few customers remotely while watching them interact with the tool via video conferencing.

Public Launch of the MVP

 

I was fortunate to be a part of the team that is working on the new tool as it was just recently publicly released at Scout's Annual Sourcing Conference, Spark 2019. http://www.digitaljournal.com/pr/4181443

 

Scout RFP hosts an annual conference (this is the second one) and this year's product release was Scout DNA

Prototype for Testing

 

An HTML prototype has been our source of truth for testing concepts with users and also for reference for development. My colleague Christopher Yanc and I conducted an in-person test with two internal team members from our Customer Support team at Scout and with two members from CompanyX.

Introducing an Onboarding Experience

for the Dynamic Negotiation Analytics Platform

 

Based on the discoveries made during the user test with CompanyX and the Customer Support Team, onboarding which has never been a part of the Scout experience was placed at the top of the list for updates to be made.

1/1

Understanding how each path could potentially flow

"Choose Your Guidance Level"

Since there are so many different user levels and the familiarity with conducting analysis varies from user to user, it was thought best to have three different styles of guidance. ​

1

Scout Guide

Guides the user through the entire set up process and provides the tips on how to best use the tool. Most likely will only be used by first-time users of the tool. The user can exit the guide at any point.

 

Scout Explorer

Provides guidance to where things are located and points out the areas to focus on, this is a "choose your own path." The guide can be accessed at any point if needed.

 

Scout Master

No guidance provided, this brings a user straight into the tool and lets them tackle the data head first, no guide needed. The guide can be accessed at any point if needed.

Wireframe Samples

Several Wireframes were created to experiment and see what was the best way to present the information and steps the user should take.

Storyboarding the Three Paths

 

After completing the flow and conducting some initial sketches it was time to storyboard out the most complex of the three paths a user could take to better understand the depth required for this experience to succeed before taking time to prototype it or plan the visual design.

Wireframes for the Scout Guide Path

Internal Impact

 

Alex Yakubovich, the CEO and a Founder of the company, sat in on a recent design review meeting I was leading and made the comment that he is extremely excited about this project and cannot wait for it to become a reality.   

 

This is the first full onboarding experience the company has undertaken which is going beyond just a basic Pendo tooltip experience. This project is being used as an example of what we will be offering more of in the future as we continue to build out future onboarding experiences.

Visual Design and Clickable Prototype

 

This onboarding experience is experimental and pushes on some of the current design patterns that exist, playing with the visuals such as icons, rounded corners, and how the modals appear.

1

Scout Guide

Guides the user through the entire set up process and provides the tips on how to best use the tool. Most likely will only be used by first-time users of the tool. The user can exit the guide at any point.​

2

Scout Explorer

Provides guidance to where things are located and points out the areas to focus on, this is a "choose your own path." The guide can be accessed at any point if needed.

3

Scout Master

No guidance provided, this brings a user straight into the tool and lets them tackle the data head first, no guide needed. The guide can be accessed at any point if needed.

Next Steps for Onboarding for DNA

 

  • Work further on the second flow and add more pre-fill question tooltips

  • Handoff states and assets to development

User Test Set Up

 

  • Two observers: facilitator and a note-taker 

  • Conducted in person

  • Testers used own devices

  • Task-based testing

  • Fully functioning prototype

  • Fake data

User testing document (now template for tests to come) used to collect all responses in one place and compare answers side-by-side

What was learned from the test

  • Experience seeing the data for the first time is overwhelming

  • Challenging to find the tools to analyze the data

  • Scrolling horizontally through the worksheet is challenging

  • Keyboard shortcuts are a must

  • Not enough screen real estate to see the data, especially on PCs

  • Difficult to filter the data 

 

Action points

  • Create an onboarding experience to help inform the user of suggested steps to begin analysis

  • Clearer details on the information presented in the worksheet

  • Table of contents to help provide an overview of the entire worksheet

  • Improved layout to increase space for the worksheet

  • Consolidate the tools into fewer options to initially choose from

Current Design Pattern Using Pendo Tooltips

3

2

External Impact

 

I recently learned from my project manager (who happens to be a co-founder) that a customer of ours that is piloting the Dynamic Negotiation Analysis tool is a big fan of the onboarding as she mentioned several times that she "really wants less data on the screen when you land."

She also provided feedback on how she is thinking of the three onboarding experiences and her "strong preference is the "choose your own adventure style" (#2 of the 3 onboarding choices) because her opinion is that the fully guided experience would be good the first time, then just get in the way after that."

 

After the release of the MVP, we have been slowly adding interested parties to the platform. The goal will be to begin testing with these initial users in the next month or so.

Looking for Additional Ways to Improve Scout Experience

 

I am a huge proponent for micro-animations. As the team builds out the design system we have begun to look for opportunities where these can be best used to better inform our users of their actions.

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Based in San Francisco Bay Area

Carpe Diem

Sunnyvale, Santa Clara County, California, South Bay