27. Proposal Management Tool
Creating and managing proposal for their researchers
Customer
Challenges
Enabling sales team to use proposals for their clients
Market research type customization for customers with pricing
options
Proposals with various approval cycle in the process
Step 1 : Walkthrough of the current process
Step 2 : Identifying Problem Area
Step 3 : Started Sketching for simple and complex
scenarios
Step 4 : Brainstorming with Stakeholders and Iterated
sketches
Step 5 : Tested the design with users, analyzed and
finalized
Step 6 : Visual Mockups and HTML for the task
Step 7 : Approval and Applying Cost to the proposal