INTRODUCTION

Steelbox is a project management and collaboration platform base on RFP (Request for Proposal). It enables salespeople to efficiently and confidently communicate between customers and design specialists allowing each project to be completed within the expected timeframe.

CLENT

Steelcase (SCS)
Ryan Schmidt, General manager @SCS studio

MY ROLE

Product Concept
Main page UX / UI design
Usability testing
Information Architecture Ideation
Prototyping & Animation

PROJECT SCOPE

14 weeks:
Yiwen Teng (UX Designer)
Dennis Siegert (Strategist)
Shenghui Gao (Researcher)

PROBLEMS

When receiving RFPs, salespeople need to constantly communicate between customers and design experts, but text-based email communication has limitations, this leads to misunderstandings and a leak of confidence.

Impact

Average RFP Time-to-completion reduced by 30%.
Miscommunication errors between stakeholders reduced by 43.7%.
Viability 4.4/5, Usability 4/5, Learnability 4.2/5.

OUTCOME

USE CASE 1 - Efficiency-Driven Prioritization

Leveraging different metrics to help salesperson prioritize projects and furniture to improve work efficiency.

(1) RFP Keywords Identification. (2) Team Requirements Overview. (3) Prioritize projects by color.

USE CASE 2 - Visual Engagement Enhancer

Increase team engagement by adding project visualizations and tracking history.

(1) Project space and details showcase. (2) Update and historical progress tracking. (3) Team members list.

USE CASE 3 - Collaborative Information Sharing

Develop cohesive relationships through sharing project information with external partners, and empower internal team communication.

(1) Direct communicate. (2) Share with external partners. (3) Select share info.

USE CASE 4 - Instant Team Discussions

Book quick discussions session with team members without additional preparation.

RESEARCH

Large amounts of information + complex communication

Based on our initial inquiries, Steelcase provided an Large amount of information on its intricate business processes, including overall persona and every specific painpoints.

Survey Mind Maps
Base on the email survey result, we analyze pain points and possible interventions at different stages of the process.

User interviews (10)
We conducted further research to have a more comprehensively identify and understand the unmet needs of our user.

Story Maps
We executed an in-depth analysis of user interactions and touchpoints across the whole process, targeting potential optimized areas.

User Persona - Sales
Identify problem space

Naturally, these lead to 2 different but closely connected objectives to consider in our ideation phase.

How might we

HMW leverage technology and collaboration to visualize project progress and ensure transparency for all stakeholders across various stages?
HMW devise a robust communication framework for salespeople to consistently interpret and relay customer requests throughout the project?
Our value

Unified Vision & Data Precision 🎯

Ensuring stakeholder alignment and providing real-time, accurate data for informed decisions.

Advanced Visualization Support 🔍

Utilizing tools that enhance project clarity and comprehension.

Clear & Cohesive Communication 💬

Minimizing misunderstandings and ambiguities for smoother project progression.

Efficient & Seamless Collaboration 🤝

Connecting salespeople, design teams, and customers effectively.

IDEATION AND CONCEPTS

Visualize the ideas

We developed the following concepts and created storyboards to show to our clients and solicit their opinion based on the issue area identified and value targets.

Brainstorm
15+ Sketches.

List of Features
30+ features around 3 main goals.

Storyboard for use cases
6 user stories.

Key Concept Use Cases

Interaction Design

Information Architecture
Utilize Information Architecture (IA) to logically organize product elements, ensuring intuitive access to features and seamless navigation between pages
Wireframe and interaction
we embarked on crafting interaction designs, iterating through low-fidelity wireframes.
Version 1
Version 2
Version 3
User testing and iteration
After finalizing the initial wireframes, we engaged in user testing, seeking insights from Steelcase's sales teams, product managers, and other in-house experts. We also garnered feedback on our interface's interaction design from peers and academic mentors, using these valuable inputs to refine and iterate on our prototype.
Iteration example
Main page

Present a more defined project list, illustrating each item's overarching floor plan along with intricate details of the interior decors. Additionally, equip users with a sorting feature for streamlined navigation.
Before
After
Project page

Enhance the display of project specifics and integrate notifications for furniture modifications to ensure clarity and directness.
Before
After
Outside page

Streamline the external information-sharing process by transitioning from multi-platform sharing to result-driven sharing methods, bolstering both the speed and privacy of data dissemination.
Before
After

Impact

Average RFP Time-to-completion reduced by 30%.
Miscommunication errors between stakeholders reduced by 43.7%.
Viability 4.4/5, Usability 4/5, Learnability 4.2/5.

reflection

Innovative Iteration

Harness the power of iteration to fuel innovation. Each cycle of user feedback becomes a stepping stone towards a more intuitive design. By pushing the boundaries of what’s expected and routinely integrating fresh insights, we pave the way for breakthroughs that redefine user experience and product functionality. This iterative process is not just about making small adjustments; it’s about cultivating a culture of continuous improvement and creative problem-solving.

Optimizing User Interaction with Information

Contextual Presentation: Ensure that users receive relevant information in their journey, eliminating unnecessary distractions or complexities.
Adaptive User Interface: Design interfaces that can adjust to the user's preferences, presenting data in a format they find most intuitive.

Effective Leadership Enhance Team Productivity

Active Listening in Meetings: More than just hearing, understand team members' inputs and concerns during discussions.
Leading with Authenticity: Genuine leadership fosters trust, ensuring that team members feel valued and understood.