01
Streamlining PPT Export Efficiency
01
Streamlining PPT Export Efficiency
01
Streamlining PPT Export Efficiency
This project was initiated by a leading global consulting firm to enhance their Request for Proposal (RFP) export process. The goal was to allow users to customize PowerPoint (PPT) slides when exporting project responses, streamlining their workflow and reducing post-export tasks. My role involved collaborating closely with the product owner and stakeholders to develop a user-friendly solution within a tight timeline.
Achieved a 80% User Satisfaction and Reduction in Post-Export work by 50%.
Achieved a 80% User Satisfaction and reduced post-export work by 50%.
Role:
Role:
Lead Designer
Industry:
Industry:
B2B SaaS
Duration:
Duration:
5 Days (Oct 2024)
Challenges
Challenges
Users faced two major challenges in their PPT export process:
Slide Selection Before Upload: Users needed the ability to select specific slides from a PPT file before attaching it to each response.
Customization During Export: When exporting projects with attached PPT files, users wanted to customize which slides were included in the export, eliminating redundant manual work.
Design Sprint Approach
Design Sprint Approach
DAY 1: Understanding the Context
DAY 1: Understanding the Context
To define the problem clearly, I collaborated with the Product Manager, Senior product owner and key stakeholders to gather insights. I conducted a quick analysis of the existing workflows and engaged with potential users to identify their pain points and desired features.
To define the problem clearly, I collaborated with the Product Manager, Senior product owner and key stakeholders to gather insights. I conducted a quick analysis of the existing workflows and engaged with potential users to identify their pain points and desired features.
To define the problem clearly, I collaborated with the Product Manager, Senior product owner and key stakeholders to gather insights. I conducted a quick analysis of the existing workflows and engaged with potential users to identify their pain points and desired features.
The primary users were consultants who regularly prepare RFPs and need an efficient way to manage presentation materials. Understanding their needs was crucial in designing an intuitive and time-saving solution.
The primary users were consultants who regularly prepare RFPs and need an efficient way to manage presentation materials. Understanding their needs was crucial in designing an intuitive and time-saving solution.
The primary users were consultants who regularly prepare RFPs and need an efficient way to manage presentation materials. Understanding their needs was crucial in designing an intuitive and time-saving solution.
DAY 2: Sketching Competing Solutions
DAY 2: Sketching Competing Solutions
With a clear grasp of the challenges, I quickly sketched initial wireframes illustrating a streamlined process for:
With a clear grasp of the challenges, I quickly sketched initial wireframes illustrating a streamlined process for:
With a clear grasp of the challenges, I quickly sketched initial wireframes illustrating a streamlined process for:
✅ Selecting slides before upload
✅ Selecting slides before upload
✅ Selecting slides before upload
✅ Customizing slides during export
✅ Customizing slides during export
✅ Customizing slides during export
These wireframes served as a discussion point with stakeholders to ensure alignment with user needs.
These wireframes served as a discussion point with stakeholders to ensure alignment with user needs.
These wireframes served as a discussion point with stakeholders to ensure alignment with user needs.
DAY 3: Making Decisions
DAY 3: Making Decisions
I presented low-fidelity wireframes to users, the Product Manager, Senior product owner, Tech Lead, Senior Developer and Senior Leadership in an online session. Their positive feedback validated the concept, allowing us to move forward with high-fidelity designs.
I presented low-fidelity wireframes to users, the Product Manager, Senior product owner, Tech Lead, Senior Developer and Senior Leadership in an online session. Their positive feedback validated the concept, allowing us to move forward with high-fidelity designs.
I presented low-fidelity wireframes to users, the Product Manager, Senior product owner, Tech Lead, Senior Developer and Senior Leadership in an online session. Their positive feedback validated the concept, allowing us to move forward with high-fidelity designs.
Based on additional feedback, I iterated on the designs to refine usability and alignment with business requirements.
Based on additional feedback, I iterated on the designs to refine usability and alignment with business requirements.
Based on additional feedback, I iterated on the designs to refine usability and alignment with business requirements.
DAY 4: Building a Realistic Prototype
DAY 4: Building a Realistic Prototype
With validated wireframes, I designed a high-fidelity interactive prototype that closely resembled the final product experience. Further refinements were made based on continuous input from stakeholders and leadership.
With validated wireframes, I designed a high-fidelity interactive prototype that closely resembled the final product experience. Further refinements were made based on continuous input from stakeholders and leadership.
With validated wireframes, I designed a high-fidelity interactive prototype that closely resembled the final product experience. Further refinements were made based on continuous input from stakeholders and leadership.
DAY 5: Testing with Target Users
DAY 5: Testing with Target Users
To validate the prototype, we conducted usability testing with real users. Their feedback helped us assess the effectiveness of the new feature and ensured it met their expectations before full implementation.
To validate the prototype, we conducted usability testing with real users. Their feedback helped us assess the effectiveness of the new feature and ensured it met their expectations before full implementation.
To validate the prototype, we conducted usability testing with real users. Their feedback helped us assess the effectiveness of the new feature and ensured it met their expectations before full implementation.
Results & Key Learnings
Results & Key Learnings
The implementation of this feature significantly improved efficiency in the RFP process by enabling customization before uploads and during exports.
Key Metrics
✅ 80% user satisfaction
✅ 50% reduction in post-export workload
✅ 80% user satisfaction
✅ 50% reduction in post-export workload
✅ 80% user satisfaction
✅ 50% reduction in post-export workload
Takeaways
Rapid prototyping & iterative feedback played a crucial role in refining the solution.
Effective cross-functional collaboration led to a successful outcome within tight deadlines.
Identifying future enhancements reinforced our commitment to continuous improvement based on user needs.
Rapid prototyping & iterative feedback played a crucial role in refining the solution.
Effective cross-functional collaboration led to a successful outcome within tight deadlines.
Identifying future enhancements reinforced our commitment to continuous improvement based on user needs.
Rapid prototyping & iterative feedback played a crucial role in refining the solution.
Effective cross-functional collaboration led to a successful outcome within tight deadlines.
Identifying future enhancements reinforced our commitment to continuous improvement based on user needs.
Request for Access
Request for Access
This project is protected by a Confidentiality Agreement, please contact me for additional information related to it.
02
More Projects
02
More Projects
02
More Projects
02