What is Vividly?
Vivedly, formerly known as Cresicor, is a data-driven trade management platform revolutionizing decision-making for Consumer Packaged Goods businesses.
Collaborating with Customer Support, Engineering, Data Analysts, and a product manager, I crafted a module tailored specifically for Deduction Analysts.
Efficiently processing vast volumes of distributor invoices into actionable insights poses a significant challenge in trade management. This module streamlines the process, converting hundreds of invoices into a tailored Excel file. This not only expedites data analysis but also unlocks the potential for quicker, data-driven decision-making.
The Minimum Viable Product (MVP) I envisioned played a pivotal role in the remarkable success of Vivedly. It complements the years of dedication put forth by the Cresicor team, culminating in an impressive $18 million Series A funding, as acknowledged by TechCrunch.
What’s my role?
As the Product Design lead, my primary focus was on delivering clear value in a key business area over a 6-week period. Throughout this process, I collaborated with stakeholders to form a shared vision, ensuring that the final product addressed user needs while aligning with business objectives.
My Design Process
Stage 1: Understand
1-2 días
Goal Collaborate with the team to gain a shared understanding of user needs.
How Define clear business goals and a plan to achieve success.
Deliver User interviews & Contextual inquiry, Competitor analysis, Internal expert interviews.
Stage 2: Define
4-7 días
Goal Synthesize research findings and identify user problems.
How Formulate user needs and metrics to track design success.
Deliver User Need statement, Persona, Track engagement Mixpanel, Heuristic Evaluation, User Flow.
Stage 3: Sketch
4-7 días
Goal Generate creative and effective solutions.
How Facilitate cross-functional brainstorming sessions.
Deliver Present Crazy 8's, wireframes, and a black and white prototype for user testing.
Stage 4: Decide
4-7 días
Goal Team and stakeholders decide what will be prototyped in high fidelity.
How Team review’s insights from usability tests and design artifacts.
Deliver Establish a clear path forward and document design decisions.
Stage 5: Prototype
4-7 días
Goal Bring ideas to life with a tangible representation.
How Define typography, color, style, and UI components.
Deliver Develop Figma components representing UI states, templates, and a high-fidelity prototype for user feedback.
Stage 6: Implement
4-7 días
Goal Transform the vision into a tangible product.
How Facilitate a smooth engineer handoff and engage in continuous testing.
Deliver Conduct usability tests, implement a design system, and collect quantitative metrics to validate success.
Who are the users?
Cresicor's trade management platform targets Temp Analysts from top Consumer Packaged Goods companies like Oatly, Simple Mills, Euro USA, Bulletproof, and Amy's. To cater to their specific needs, I organized three rounds of user feedback sessions with Analysts from these companies. With each iteration, we improved our team's understanding of our user's pain points and areas to enhance the prototype.
What’s their Problem
We gained valuable insights into user challenges through contextual inquiry interviews with five target users. Inexperienced and temporary workers spend weeks organizing hundreds of unique invoices, which a Senior Analyst then reviews.
The most time-consuming task in this process is merging all the distinct PDF invoices into a clear and concise Excel file.
What’s our Solution?
Empower temporary workers to create organized Excel files for their Senior Analyst in seconds instead of weeks. After conducting research, I was able to simplify the user flow. This intuitive process enables users to swiftly merge diverse PDF invoices into a clear and concise Excel format, revolutionizing their workflow and maximizing productivity.
Prototype
First, the Analyst selects the format of their files. We show a sample of each format so the worker knows which one to choose. Next, they upload their files by dragging. Once uploading, one can see the progress of their files.
Design System
Each screen's template was constructed from individual components and states. Designers are able to use this design system to quickly create templates and prototypes. Engineers were able to convert each component in React components.
Learnings
The trade management domain can be intricate, and our time constraints demanded swift action. Here are some valuable shortcuts I discovered to expedite the design process:
- Engaging with colleagues who understand the industry and have experienced similar user pain points proved an efficient way to gather insights. Their vested interest in problem-solving added depth to our understanding.
- Early on, involving team members, such as Customer Support and Engineering, was pivotal. Collaborating with Customer Support to fine-tune user interview questions and feedback, and working with Engineering to review the User Flow, ensured alignment and reduced potential roadblocks.
- Clearly communicate your process as you go. I maintained a shared Notion document, regularly updating it with design progress, user feedback, heuristic evaluations, and design iterations. This approach enabled the team to stay informed about our advancements, offer valuable suggestions, and contribute to problem-solving.
