Brief: A tool that helps general contractors forming bidding proposal documents.
Field: Saas, Enterprise Solution
Timeline: 2 months | 2020
I worked for DDB contracting for their specific need t update the bidding generator. The old bidding generator was built in 2001, it is a software that users can input all the needed information for generating bidding proposal PDF.
It can no longer satisify the company’s needs as I was told. I did user interview with 3 users to figure out:
Below are some conversation highlights that helped me a lot during my process of identifying needs & listing new features.
Getting the primary pain points of users helped me listing the new features for the new products. The old software basically only have one feature: Creating biddings, while that’s the core feature, lacking other important features like “Store Draft” caused a lot of pain for users. The old “Windows XP” UI also casued unpleasant user experience.
Integrating the new features into the user flow prepares me wireframing. I structured the user flow based on the research. Also it was time to think about how to properly arrange features into different pages, so I marked different pages next to the features.
To design a straight solution for data storage I created this list view for all the bidding.
It is important to be able to search with multiple pramaters since there are hundreds of biddings in the system. I designed a search system which allow users to search direct through ID (#123), Bidding title (t: title), client (c: client name), PM (pm: pm name).
From my experience with NYU IT when I was designing another construction management platform, it is important for Saas platforms to indicate users “Where they are” with multiple flows they are going through.
When a user enter a specific bidding they can see all the sections listed on the side and they can jump to a certain section on the page instead of having to scroll to find a certain section; The complete section will mark with a green check mark on the side.
All the client information, project general information is input from Procore, if anything changes on Procore it will be updated here. But my client brought up that there are 3 parameters they would like to have project managers manually add. Also, showing the “Grand Total” of the project is very helpful.
The most important thing to understand this part is to sort out the structure of the scope of work. Every line is under a work item, items can be included in a group. Talking to my client about automation is of vital importance. In this part, I listed out the structure and thought about problems dynamically.
Exclusions and Alternates are paragraphs consist of few small items. Compare to Scope of Work, I added a preview window to indicate the shape of the generated paragraph.