iPad – Patrick Westendorf

WellBuilt

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

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Screens

Quick Quote

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.