Seamlessly Generate Client Inovices

New Client Proposal Feature Boosts Retention in Fohlio App, Streamlining Proposal Creation and Invoice Generation.

Role
Role
Role

UX Designer

Type
Type
Type

WEB

Year
Year
Year

2022

Overview

Impact

2x

2x

Adoption

Improved the adopted the procurement module

1.5x

1.5x

Retention

Improved the retention rate of the procurement module

3x

3x

Efficiency

Users could effortlessly generate multiple client invoices

Problem

Absence of Creating Client Proposal Flow

The procurement module within Fohlio faced challenges in retaining users, particularly in the final stages of project completion. Users encountered friction in the process of creating client proposals, seeking client approvals, and generating client invoices. The absence of a streamlined workflow contributed to user dissatisfaction and hindered the overall user experience.

Absence of Creating Client Proposal Flow

The procurement module within Fohlio faced challenges in retaining users, particularly in the final stages of project completion. Users encountered friction in the process of creating client proposals, seeking client approvals, and generating client invoices. The absence of a streamlined workflow contributed to user dissatisfaction and hindered the overall user experience.

Absence of Creating Client Proposal Flow

The procurement module within Fohlio faced challenges in retaining users, particularly in the final stages of project completion. Users encountered friction in the process of creating client proposals, seeking client approvals, and generating client invoices. The absence of a streamlined workflow contributed to user dissatisfaction and hindered the overall user experience.

Research

The initial insights were gleaned through discussions with the customer-facing team, uncovering pain points that warranted further investigation. Subsequently, direct conversations with users were initiated to validate and refine these points. It became evident that the absence of a client proposal flow was a significant impediment for users, creating a noteworthy bottleneck in their workflows.

Key Insights From Customer Facing Team

  • Validation of the pain points identified by the customer-facing team.

  • Verification that the absence of a client proposal flow was a substantial hindrance for users.

Client Needs Analysis

To gain a comprehensive understanding of the business needs from the clients' perspective, direct interactions were conducted. The focus was on elucidating the specific requirements users had in relation to client proposals.

  • Users expressed a need to seamlessly create client proposals from approved specifications.

  • The client proposals were expected to include clear and customizable payment terms.

  • Users emphasized the importance of a workflow that facilitated seeking approval from their clients.

  • The ability to generate invoices based on proposals and associated payment terms was a crucial requirement.

Current Pain Points

Analysis of the existing system revealed a significant pain point: the absence of a dedicated client proposal flow. Users were compelled to export specifications from the system, create proposals externally, and then re-enter the system to integrate these proposals.

  • Lack of an integrated client proposal flow within the system.

  • Users resorting to external tools for proposal creation, leading to a disjointed and inefficient workflow.

Synthesis of Insights

The synthesis of insights from both customer-facing teams and direct user interactions highlighted a clear imperative for the implementation of a seamless client proposal flow within the system. Understanding the specific needs of users and the challenges they currently face provided a solid foundation for the design and development of a solution that would enhance overall workflow efficiency and user satisfaction.

The initial insights were gleaned through discussions with the customer-facing team, uncovering pain points that warranted further investigation. Subsequently, direct conversations with users were initiated to validate and refine these points. It became evident that the absence of a client proposal flow was a significant impediment for users, creating a noteworthy bottleneck in their workflows.

Key Insights From Customer Facing Team

  • Validation of the pain points identified by the customer-facing team.

  • Verification that the absence of a client proposal flow was a substantial hindrance for users.

Client Needs Analysis

To gain a comprehensive understanding of the business needs from the clients' perspective, direct interactions were conducted. The focus was on elucidating the specific requirements users had in relation to client proposals.

  • Users expressed a need to seamlessly create client proposals from approved specifications.

  • The client proposals were expected to include clear and customizable payment terms.

  • Users emphasized the importance of a workflow that facilitated seeking approval from their clients.

  • The ability to generate invoices based on proposals and associated payment terms was a crucial requirement.

Current Pain Points

Analysis of the existing system revealed a significant pain point: the absence of a dedicated client proposal flow. Users were compelled to export specifications from the system, create proposals externally, and then re-enter the system to integrate these proposals.

  • Lack of an integrated client proposal flow within the system.

  • Users resorting to external tools for proposal creation, leading to a disjointed and inefficient workflow.

Synthesis of Insights

The synthesis of insights from both customer-facing teams and direct user interactions highlighted a clear imperative for the implementation of a seamless client proposal flow within the system. Understanding the specific needs of users and the challenges they currently face provided a solid foundation for the design and development of a solution that would enhance overall workflow efficiency and user satisfaction.

The initial insights were gleaned through discussions with the customer-facing team, uncovering pain points that warranted further investigation. Subsequently, direct conversations with users were initiated to validate and refine these points. It became evident that the absence of a client proposal flow was a significant impediment for users, creating a noteworthy bottleneck in their workflows.

Key Insights From Customer Facing Team

  • Validation of the pain points identified by the customer-facing team.

  • Verification that the absence of a client proposal flow was a substantial hindrance for users.

Client Needs Analysis

To gain a comprehensive understanding of the business needs from the clients' perspective, direct interactions were conducted. The focus was on elucidating the specific requirements users had in relation to client proposals.

  • Users expressed a need to seamlessly create client proposals from approved specifications.

  • The client proposals were expected to include clear and customizable payment terms.

  • Users emphasized the importance of a workflow that facilitated seeking approval from their clients.

  • The ability to generate invoices based on proposals and associated payment terms was a crucial requirement.

Current Pain Points

Analysis of the existing system revealed a significant pain point: the absence of a dedicated client proposal flow. Users were compelled to export specifications from the system, create proposals externally, and then re-enter the system to integrate these proposals.

  • Lack of an integrated client proposal flow within the system.

  • Users resorting to external tools for proposal creation, leading to a disjointed and inefficient workflow.

Synthesis of Insights

The synthesis of insights from both customer-facing teams and direct user interactions highlighted a clear imperative for the implementation of a seamless client proposal flow within the system. Understanding the specific needs of users and the challenges they currently face provided a solid foundation for the design and development of a solution that would enhance overall workflow efficiency and user satisfaction.

Design Goals

Streamlined Proposal Creation

Simplify the process of creating client proposals directly from the Fohlio database to reduce user effort and time.


Invoice Generation Efficiency

Enable users to effortlessly generate multiple client invoices based on approved proposals for improved financial management.

External Approval Workflow

Introduce a seamless workflow for sending client proposals for approval, enhancing collaboration between users and clients.

Approach

Step 1 - Integrated Proposal Creation


  • Enhanced the Fohlio procurement flow to allow users to directly create client proposals using existing project data.

  • Introduced a user-friendly interface for customizing and fine-tuning proposals according to client requirements.

Step 2 - Client Approval Workflow


  • Implemented an approval workflow within the app, allowing users to send client proposals for approval with a click.

  • Integrated communication features for real-time collaboration between users and clients during the approval process.

Step 3 - Invoice Generation Module


  • Developed an invoice generation module that allowed users to convert approved proposals into multiple client invoices.

  • Automated the process to eliminate manual data entry and reduce the risk of errors.

Step 1 - Integrated Proposal Creation


  • Enhanced the Fohlio procurement flow to allow users to directly create client proposals using existing project data.

  • Introduced a user-friendly interface for customizing and fine-tuning proposals according to client requirements.

Step 2 - Client Approval Workflow


  • Implemented an approval workflow within the app, allowing users to send client proposals for approval with a click.

  • Integrated communication features for real-time collaboration between users and clients during the approval process.

Step 3 - Invoice Generation Module


  • Developed an invoice generation module that allowed users to convert approved proposals into multiple client invoices.

  • Automated the process to eliminate manual data entry and reduce the risk of errors.

Step 1 - Integrated Proposal Creation


  • Enhanced the Fohlio procurement flow to allow users to directly create client proposals using existing project data.

  • Introduced a user-friendly interface for customizing and fine-tuning proposals according to client requirements.

Step 2 - Client Approval Workflow


  • Implemented an approval workflow within the app, allowing users to send client proposals for approval with a click.

  • Integrated communication features for real-time collaboration between users and clients during the approval process.

Step 3 - Invoice Generation Module


  • Developed an invoice generation module that allowed users to convert approved proposals into multiple client invoices.

  • Automated the process to eliminate manual data entry and reduce the risk of errors.

Video Demo

Client Proposal With Linked Inovices


Users can create a client proposal and gnenrate client inovices for each payment terms.

Client Proposal With Linked Inovices


Users can create a client proposal and gnenrate client inovices for each payment terms.

Client Proposal With Linked Inovices


Users can create a client proposal and gnenrate client inovices for each payment terms.

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