Project: Statement of Work (SOW) Document Creator

CHALLENGE: To simplify and streamline the experience between an EY consultant and client when creating a Statement Of Work document.

ROLE: UX/UI Designer.

TOOLS: Figma, Photoshop / Illustrator, Powerpoint (PPT), Miro / Mural, Procreate

DELIVERABLE: Tablet-based Digital Prototype MVP.

OUTCOME: The project succeeded despite a tight deadline. Delivered prototypes that stakeholders loved, estimated to make the SOW process 40% faster. Next step: turning the prototype into a real app, marking significant progress in streamlining EY's SOW process.

HERO IMAGE SOW.png

Process

Before developing the visual concepts, I worked with the team to define the consultant persona, highlighting needs and pain points.

Before developing the visual concepts, I worked with the team to define the consultant persona, highlighting needs and pain points.

After further discussion, I was also able to identify and learn about the pain points of potential clients.

After further discussion, I was also able to identify and learn about the pain points of potential clients.

Next, I drew up several concepts, including augmented reality, in which a prospective customer would scan a QR code to see a holographic presenter appear.

Next, I drew up several concepts, including augmented reality, in which a prospective customer would scan a QR code to see a holographic presenter appear.

I then designed a brochure mockup of a higher-fidelity concept. This version had a video that would start playing as soon as the QR code on the brochure was scanned.

I then designed a brochure mockup of a higher-fidelity concept. This version had a video that would start playing as soon as the QR code on the brochure was scanned.

To further improve and expedite the SOW creation process, we developed a periodic table wireframe concept for every service that EY offered.

To further improve and expedite the SOW creation process, we developed a periodic table wireframe concept for every service that EY offered.

For this concept, each element represented a service EY offered that a client could choose for their "formula.". I designed and produced the visual for this iteration.

For this concept, each element represented a service EY offered that a client could choose for their "formula.". I designed and produced the visual for this iteration.

It was decided that the best course of action would be to create a digital application for tablets, I worked with the team to determine the information architecture of the user experience.

It was decided that the best course of action would be to create a digital application for tablets, I worked with the team to determine the information architecture of the user experience.

I then started to draw the first wireframes for the iPad app using the user research data from previous discussions.

I then started to draw the first wireframes for the iPad app using the user research data from previous discussions.

I used Figma to create higher fidelity wireframes from the sketches after going through multiple review rounds.

I used Figma to create higher fidelity wireframes from the sketches after going through multiple review rounds.

In order to guarantee that a working prototype would be accessible for evaluation and testing, I utilized the prototyping functionality of figma.

In order to guarantee that a working prototype would be accessible for evaluation and testing, I utilized the prototyping functionality of figma.

Lastly, I gave a brief introduction to the prototype, stressing its features and showcasing how it streamlines the SoW process while incorporating user input and finalizing the design. We delivered the tablet-based MVP to the business consultants and stakeholders for more testing and development.

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