Abbiswaran – Product Designer & No-Code Developer

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 reduced Post-Export work by 50%.

Achieved a 80% User Satisfaction and reduced post-export work by 50%.

Role:

Lead Designer

Industry:

B2B SaaS

Duration:

5 Days (Oct 2024)

Challenges

The user faced two primary 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, avoiding the need to manage this after the fact, which doubled their workload.

Design Sprint Approach

DAY 1: Understand the Context

To understand the requirements better, I engaged with the product owner to clarify the problem statement. I conducted a quick analysis of existing workflows and gathered insights from potential users within to identify pain points and desired features.
The primary users of this feature were Users who regularly prepare RFPs and require efficient ways to manage presentation materials. Understanding their needs was crucial in designing an intuitive solution.

To understand the requirements better, I engaged with the product owner to clarify the problem statement. I conducted a quick analysis of existing workflows and gathered insights from potential users within to identify pain points and desired features.
The primary users of this feature were Users who regularly prepare RFPs and require efficient ways to manage presentation materials. Understanding their needs was crucial in designing an intuitive solution.

To understand the requirements better, I engaged with the product owner to clarify the problem statement. I conducted a quick analysis of existing workflows and gathered insights from potential users within to identify pain points and desired features.
The primary users of this feature were Users who regularly prepare RFPs and require efficient ways to manage presentation materials. Understanding their needs was crucial in designing an intuitive solution.

DAY 2: Sketch Competing Solutions

With a clear understanding of the challenges, I quickly sketched initial wireframes that illustrated a streamlined flow for selecting slides during the upload process and customizing them during project exports. These wireframes served as a foundation for discussion with stakeholders.

DAY 3: Decide

I presented low-fidelity wireframes in an online session with users, the product owner, and Senior Leadership. Their positive feedback validated our concept, prompting us to move forward with high-fidelity designs. I iterated on these designs based on further feedback from the team.

DAY 4: Build a Realistic Prototype

Their positive feedback validated our concept, prompting us to move forward with high-fidelity designs. I iterated on these designs based on further feedback from both the product owner and senior leadership.

DAY 5: Test With Target Customers

Although not explicitly mentioned in our description, this phase would typically involve testing the final prototype with real users to gather feedback on usability and effectiveness before full implementation. This step was part of our process, it would be crucial for validating the design choices made throughout the sprint.

Results & Learnings

The implementation of this feature significantly reduced the time consultants spent managing PPT exports. By allowing customization before uploads and during exports, Users improved efficiency in their RFP processes.

Key Metrics: Achieved a 80% User Satisfaction and reduced post-export work by 50%.

Through this project, I learned the importance of rapid prototyping and user feedback in refining design concepts. The collaboration with cross-functional teams underscored how effective communication can lead to successful outcomes in tight timelines. Additionally, identifying future enhancements highlighted our commitment to continuous improvement based on user needs.

Request for Access

This project is protected by a Confidentiality Agreement, please contact me for additional information related to it.

More Projects