Case Study: eContract Management


What it is

I was asked to help put together a concept pitch for an eContracting portal to be used by a large Pharmaceutical company. Many large enterprises can find themselves managing hundreds, thousands, and sometimes tens of thousands of contracts. With a growing focus on regulatory compliance, the cost and complexity of managing this can be extreme.


Our Challenge

Putting together a user experience for a concept pitch is similar to creating a user experience for an actual application, except that the overriding emphasis has to be on communicating the idea behind your pitch. Not only does the interface have to appear clear, simple and easy to use, you also have to make sure every important control is visible on a powerpoint slide! The other important thing in putting together a pitch is credibility. Clients are quick to notice things that don't ring true for their industry, so attention to detail is a must.


Our Approach

Concepting

I started by learning as much as I could about the contracting process, and from that we put together process and functionality descriptions to be used as part of our presentation.

eContracting Process

eContracting Functionality Matrix

I also created simple site maps, more to show logical grouping of functionality than to show actual site structure.

eContracting Site Map

eContracting Site Map

Prototyping

I knew the presentation had to tell a story about what it would be like to use the proposed application, and that the best way to tell that story was a click-through. I wasn't sure exactly what screens I would need so I chose several high value user tasks and drew out as many screens as I could (including intermediate states) to understand how I wanted it to behave. Then I went back and chose just the key ones I needed, and added my annotations.

eContract Sample 1 of 4
eContract Sample 2 of 4
eContract Sample 3 of 4
eContract Sample 4 of 4

View Complete set of mockups

Take-away

Concept pitch decks like these are not just important for winning work with outside firms. They can be just as important for internal departments who need to win funding or communicate priorities within their own organization.