Company

General Electric 2016

My Role

As the UX designer on the project, I delivered designs, led testing sessions to ensure usability, conducted a competitive analysis, and provided support to the lead designer during the side along and design workshops, ensuring our solutions met the needs of the sales reps.

Problem

Cycle time from RFQ to quote delivery is too long (days to week). Data would need to be inputted into multiple systems. Sales spends more time at their desk than in the field.

Goal

Provide sales reps with a mobile quoting tool that will allow them to more quickly deliver quotes to customers and eliminate redundant data entry.

Users

• GE Industrial Solutions sales reps

Challenges

The ability for reps to generate quotes in offline mode. Navigating through large single line diagrams on a tablet. Identifying which products should be included.

Approach

• Interviewed Sales Reps
• Sales visit ride along
• Competitive Analysis
• Design Thinking Workout
• Sketches / Wireframes / Visual Designs
• Usability Testing on Wires

Solution

• Real Time Budgetary Quote
• Develop Bill of Materials (Email to customer)
• Upload single line diagrams
• Tag and scan for products automatically by symbol recognition
• Misc and add on items
• Integration with Sales Force
• iPad app

Screens