While working for Sberbank, our team built the tools and technology that powers all data-related work within the sales department. This product was supposed to be used every day by managers who sell financial derivatives(business insurance) and our work had a direct and immediate impact on how fast sellers can move.
The main difficulty was that the employees did not have a tool created for their workflow and to make sales, they had to manually filter databases, online tables, and request information from third-party services. In total, 5 external services were used at once, which in turn influenced the speed of obtaining information and the speed was one of the main criteria since dozens of other banks competed for the user's attention.
I have joined a small product team of 3 people (business analytic, product owner, and product designer) and while applying for this job, I partly understood the constraints which will be faced, but fully I encountered them on the first day of my new project. They gave me 9 standard letter-size papers with abbreviations which they use. It became their routine to use all those words so I had to study them to understand what are we doing and for whom.
Since they had a big established design system, a detailed guidebook for each basic element, I had to come up with solutions that will follow those guidelines and if I needed a new element, I was supposed first to make sure that other existing elements can not be used, then write a letter which will describe how this new element should work, why do I need it and then wait for the approval. When there are 108 product teams, you can imagine how much time the waiting could take, because they were supposed to analyze this new component from the perspective of other teams. All of the above multiplied by days of waiting for arrangements, approvals from sellers, and security service.
You can check some small example of a design sysmte I have worked with:Toolbar componentIcons
Just like with most of the projects, we went through the main steps of classic product development (you can read in details about my process here and here
We started with a detailed study of the current work process and spent a lot of time with regional sales managers. While performing interviews and usability testing, we learned a lot of useful insights that brought us to the state that can be seen in the prototype below.
The job described above was made to create a product that will be a full-time working place for each seller and a place where all the necessary information will be aggregated. As you will see, it looks quite specific due to the guidelines, but the cool stuff about it is that it was supposed to carry a huge amount of information. Even after rounds of prioritization, I think that our app was way too ambitious.
You can take a look at the prototype(Ru) using the link below:Invision prototype
Unfortunately, my work on this project ended at the prototype stage, which was supposed to be re-sent for second round of usability testing. The client company could not renew the contract with the studio in which I worked and all the product designers were recalled back.
For me it was an interesting experience, in fact, one of the first in product design and it determined the further vector of my development in the creative field.
★ Established design system (235 pages pdf)
★ Extremely slow process
★ 108 product teams
★ User interviews
★ JTBD. A lot of them...
★ Features prioritization
★ User testing
★ Waiting...a lot of waiting
The head of the department assigned each manager a list of clients with whom they had to work, and after the system processed data from all sources, our application displayed a list of product recommendations for each of them. In addition to automatic recommendations, sellers could themselves study the potential of new transactions and the current status of those active.
The main screen allows the employee to see their metrics and team metrics, get information about the most recent updates, a list of deals in work and the ability to add a new deal
Each new sale goes through a series of approvals and each stage may include several steps and several people in charge. All these approvals, discussions, filling out the necessary documents are available within our product.
Each employee of the sales department sees a list of tasks that are assigned to him, and can also break his workflow into tasks using our interface. Priority, history, necessary documents are available for each of the tasks, as well as the current status of tasks is duplicated on the main page.