Reducing Sales Friction

Refining the purchasing and sales management process.

Our biopharma client came to use to assist in refining their sales process after several failed internal attempts. We worked dual track agile with the dev team and leveraged the the material the client provided us. We then set to working understanding their online ordering and order management process and the requirements they had already gathered. We conducted a series of workshops with the client to orient ourselves in this new field and gain a better understanding of how far into the process they had already gone and where we should focus our efforts and the nuances around scientific probe design.

  • What I Did
  • User Research
  • Journey + Opportunity Mapping
  • Wire Framing
  • Prototyping and Testing

We went through the whole design processes including discovery, persona development, creating journey maps, multiple iterations of wire frames and refinement with the business, and finally prototype creation for user testing. We also created a back-end process management flow for the business to help better track where the new requests are in the process.

Taking all of the information from the discovery phase, we were able to create wire frames of proposed new form designs and logic to work through with the business and dev team to ensure our proposed solutions were feasible. At the end of the process, we ended up with a testable prototype that the client tested and developed. The online form can be viewed here.

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