Company
General Electric 2017
My Role
As the lead UX designer, I spearheaded the project by delivering comprehensive designs and storyboards, interviewed sales representatives to gather insights, facilitated design workshops to foster collaboration, and meticulously planned and conducted usability testing sessions. Additionally, I presented our findings and proposed solutions to key stakeholders, ensuring alignment with project goals and user needs.
Problem
Cycle time from RFQ to quote delivery is too long (weeks to months). Too many quoting tools used across the business
Goal
Provide a mobile quoting tool to the sales reps that will reduce the response time to customers, increase productivity by focusing on bids we will likely win, and remove reliance on additional O&G personnel to fulfill a quote.
Users
- GE Oil and Gas sales reps
Challenges
Integrating with the O&G CPQ tool Big Machines. Identifying which wellhead models and configurations should be included. Accounting for regional and international differences.
Approach
- Interviewed Sales Reps (Personas)
- Design Thinking Workout
- Storyboards
- Sketches / Wireframes / Visual Designs
- Usability Testing
Solution
- Real Time Budgetary Quote
- Develop Bill of Materials (Email to customer)
- Configure 5 different wellheads
- Template configurations (sharable)
- Integration with Sales Force and Big Machines
- iPad App
Screens
