SALESTICS
01/
UX + DESIGN STRATEGY
/10
PRECISE PRE SALES ETIMATIONS
SKILLS USED
UX Design
Design Strategy
System Design
Interaction Design
02/
OVERVIEW
/10
CHALLENGE
Divami's pre-sales estimation process, essential for winning potential clients, suffers from inefficiencies due to its reliance on spreadsheets. Despite the team's experience, inaccuracies persist. Repetitive estimates and the absence of an estimate library prevent the team from reviewing past projects and learning from them.
Business Needs
Reduce delays and project losses caused by delayed and inaccurate estimates. Deliver a superior first impression to clients.
APPROACH
This platform seeks to simplify and streamline the process while maintaining the familiarity of spreadsheets empowering the team to deliver accurate and profitable estimations efficiently
I only want to see the final experience
03/
DISCOVERY PROCESS
/10
Domain Analysis
Stakeholder Analysis
User Analysis
Competitor Research
Persona Definition
Features and Modules
Use Cases and journeys
Information Architecture
04/
DOMAIN ANALYSIS
/10
Key objectives defined
Business priority
Optimize the sales estimation process.
Create a superior first impression on the client.
Build a Robust platform to meet the unique needs of the company.
Target Users
Sales team
Delivery team
Client
User focus
Data accessibility
Accurate estimation
Efficient Delivery
Team collaboration
05/
USER ANALYSIS
/10
Here are some pain points mentioned by the users
How much more precise!
The team encounters difficulty in providing precise estimates.
Where do I learn from
They face challenges in particular areas and have a deficit in acquiring and applying relevant learnings
Oops! all over again
The team has to invest significant amount of time searching for old estimates, often resorting to creating new ones from scratch.
Manual stuff's a mess
Sharing an Excel sheet for estimation seems a bit outdated.
Can I have an Estimate library?
Ability to view the data with different views
Ugh, executions are just off-track
Breaking down estimates into various dimensions and module segregation is a cumbersome process.
06/
INDIRECT COMPETITORS
/10
Vivun
Oracle
Hubspot
Quote Works
07/
PERSONA DEFINITON
/10
Sr. CSM
Design Manager
Product Manager
Meet Mr.
Rithesh Rao
Sr. CSM | 32 yrs
Divami Design Labs, Hyderabad
#Numeristic
About Rithesh
Rithesh Rao, 32, is the Sales Head at Candy Design in Hyderabad, India, leveraging his passion for numbers and data analysis to excel in sales for the past eight years. A graduate of Trivia Business School with a Bachelor’s in Market Science, Rithesh boasts over a decade of experience in sales, specializing in client communication and sales estimations.
Known for his patience and dedication, Rithesh's optimistic nature turns failures into stepping stones for himself and his team. He has an insatiable thirst for knowledge, staying updated on global trends and business topics, making him a knowledgeable conversationalist.
Outside work, Rithesh enjoys nature walks with his dog and cooking for his family. His optimistic outlook and happiness are nurtured through meditation, exercise, and recently, learning to play the guitar. Rithesh Rao epitomizes a balanced blend of professional expertise and personal fulfillment
Persona Differentiators
He is a bit serious but fun to be with person.
Very energetic and an active person
Excels at delivering high volumes of work in a shorter period of time
He is a unique workaholic who is aware and implements the perfect work-life balance.
Rithesh is perfect at managing his temperament both work and life.
Key tasks
Thoroughly understanding clients' challenges, needs, and concerns, resembling a dedicated detective.
Uncovering and presenting past projects through engaging, tailored demos to help clients envision their dreams.
Empathizing with clients by stepping into their shoes, understanding their hopes, dreams, and pain points.
Collaborating effectively across design, engineering, and delivery teams for accurate estimations and a smooth project flow.
Mastering the art of crafting engaging kickoffs, both internal and external, to propel teams forward efficiently.
Skillfully managing client needs and coordinating with design and delivery teams with zen-like focus.
Seeking approvals for smaller assets efficiently, building trust and rapport in the process.
Focusing on building partnerships rather than just closing deals, ensuring a seamless onboarding experience for lasting collaborations.
Pain points
Difficulty in accurately estimating projects without clear understanding of screens and applications, risking client dissatisfaction over budget discrepancies
Risk of losing clients if proposed costs do not align with their budget expectations, highlighting the need for precise estimations.
Meeting client demands for quick turnaround based on previous project insights, adding pressure on execution timelines
Time-consuming communication between sales and design teams affecting project efficiency and responsiveness
Emphasis on improving execution efficiency and the need for categorized demo presentations to enhance client engagement
Lack of statistical data on previous pre-sales estimations, hindering informed decision-making and improving estimation accuracy
User goals
Efficiently approach the correct delivery companies within the specified time-frame.
Establish effective communication through various mediums.
Provide company details and expectations, pre-planned idea of estimations, and negotiate effectively.
Develop healthy relationships with the delivery company
To make sure the deliverables are meeting the said time-frames with perfection
Firmographics
Occupation type - Service Industry
Industry type -Design Services
Organization Size - Small (11-500)
Demographics
Gender - Any
Age- 30-55
Education- Graduate, Post graduate
Economic status- Upper Middle
Designation- Client Relations, Sales Management. Lead generation, Negotiation, Closing Deals
Target Market - Asia
Target Segment- Urban
Psychometric Profile
Spoken/Written Language Proficiency - Expert
Subject Matter Expertise- Intermediate
Technology Proficiency - Advanced
Key Traits - Accustomed to working in a fast paced
Data - Driven & Analytics - Intermediate
Descriptive Adjectives - Creative, Problem Solver, Proactive, Organized
Information Perception Capacity - High
Influence Level - Moderate
Behavioral Patterns
Frequency of platform usage - Regular
Cognitive Ability - High
Dependency on others - High
Adaptability - Low
Error Prone - Sometimes
Devices Used
Laptop
Mobile
08/
FEATURES AND MODULES
/10
09/
ANCHOR POINTS
/10
Data Distillation
Collaborative
Frictionless Decisions
Ease of Visualisation
10/
FINAL DESIGN
/10
dashboard
This dashboard enables users to prioritize critical actions like managing overdue estimations, completing tasks, and analyzing data for lead generations, quick and efficient estimations.
Estimation creation
This module offers user-centric estimation creation with minimal features while maintaining the familiar Excel sheet experience. It addresses pain points related to templates and presentations, provides different views for estimate comparison, and ensures a streamlined workflow.
PROJECT CREATION
This feature consolidates project and client details in one place, eliminating the need to search through multiple files and folders. This reduces manual effort and saves time.
Next Project
next project
HDB
SPIRITUAL PROGRAM MANAGEMENT
view
project
SALESTICS
01/
UX+ DESIGN STRATEGY
/10
Precise Pre-sales estimations
TEAm
ME - UX DESIGNER
TANYA - UX DESIGNER
SKILLS USED
UX Design
Design Strategy
System Design
Interaction Design
Duration
3 WEEKS
02/
OVERVIEW
/12
CHALLENGE
Divami's pre-sales estimation process, essential for winning potential clients, suffers from inefficiencies due to its reliance on spreadsheets. Despite the team's experience, inaccuracies persist. Repetitive estimates and the absence of an estimate library prevent the team from reviewing past projects and learning from them.
Business Needs
Reduce delays and project losses caused by delayed and inaccurate estimates. Deliver a superior first impression to clients.
APPROACH
This platform seeks to simplify and streamline the process while maintaining the familiarity of spreadsheets empowering the team to deliver accurate and profitable estimations efficiently
I only want to see the final experience
03/
DISCOVERY PROCESS
/12
Domain Analysis
Stakeholder Analysis
User Analysis
Competitor Research
Personas Definition
Features and modules
Use cases and journeys
Information Architecture
04/
DOMAIN ANALYSIS
/12
Key objectives defined
Business priority
Optimize the sales estimation process.
Create a superior first impression on the client.
Build a Robust platform to meet the unique needs of the company.
Target Users
Sales team
Delivery team
Client
User focus
Data accessibility
Accurate estimation
Efficient Delivery
Team collaboration
05/
USER ANALYSIS
/12
Here are some pain points mentioned by the users
How much more precise!
The team encounters difficulty in providing precise estimates.
Oops! all over again
The team has to invest significant amount of time searching for old estimates, often resorting to creating new ones from scratch.
Where do I learn from
They face challenges in particular areas and have a deficit in acquiring and applying relevant learnings
Need a revamp
Sharing an Excel sheet for estimation seems a bit outdated.
Can I have an Estimate library?
Ability to view the data with different views
So exhausting
Breaking down estimates into various dimensions and module segregation is a cumbersome process.
06/
INDIRECT COMPETITORS
/12
Vivun
Oracle
Hubspot
Quote Works
07/
PERSONA DEFINITION
/12
Sr. CSM
Design Manager
Product Manager
#Numeristic
Meet Mr.
Rithesh Rao
Sales Representative | 32 yrs
Divami Design Labs, Hyderabad
About Rithesh
Rithesh Rao, 32, is the Sales Head at Divami Design Labs in Hyderabad, India, leveraging his passion for numbers and data analysis to excel in sales for the past eight years. A graduate of Trivia Business School with a Bachelor’s in Market Science, Rithesh boasts over a decade of experience in sales, specializing in client communication and sales estimations.
Known for his patience and dedication, Rithesh's optimistic nature turns failures into stepping stones for himself and his team. He has an insatiable thirst for knowledge, staying updated on global trends and business topics, making him a knowledgeable conversationalist.
Outside work, Rithesh enjoys nature walks with his dog and cooking for his family. His optimistic outlook and happiness are nurtured through meditation, exercise, and recently, learning to play the guitar. Rithesh Rao epitomizes a balanced blend of professional expertise and personal fulfillment
Persona Differentiators
He is a bit serious but fun to be with person.
Very energetic and an active person
Excels at delivering high volumes of work in a shorter period of time
He is a unique workaholic who is aware and implements the perfect work-life balance.
Rithesh is perfect at managing his temperament both work and life.
Key tasks
Thoroughly understanding clients' challenges, needs, and concerns, resembling a dedicated detective.
Uncovering and presenting past projects through engaging, tailored demos to help clients envision their dreams.
Empathizing with clients by stepping into their shoes, understanding their hopes, dreams, and pain points.
Collaborating effectively across design, engineering, and delivery teams for accurate estimations and a smooth project flow.
Mastering the art of crafting engaging kickoffs, both internal and external, to propel teams forward efficiently.
Skillfully managing client needs and coordinating with design and delivery teams with zen-like focus.
Seeking approvals for smaller assets efficiently, building trust and rapport in the process.
Focusing on building partnerships rather than just closing deals, ensuring a seamless onboarding experience for lasting collaborations.
Pain points
Difficulty in accurately estimating projects without clear understanding of screens and applications, risking client dissatisfaction over budget discrepancies
Risk of losing clients if proposed costs do not align with their budget expectations, highlighting the need for precise estimations.
Meeting client demands for quick turnaround based on previous project insights, adding pressure on execution timelines
Time-consuming communication between sales and design teams affecting project efficiency and responsiveness
Emphasis on improving execution efficiency and the need for categorized demo presentations to enhance client engagement
Lack of statistical data on previous pre-sales estimations, hindering informed decision-making and improving estimation accuracy
User goals
Efficiently convert leads to clients within the specified timeframe.
Enhance the client's experience during the estimation presentation.
Establish effective communication through various mediums.
Reduce reliance on other teams for information and resources.
Provide impactful demos, accurate estimations, and negotiate effectively.
Develop precise Ideal Customer Profiles.
Develop pre-defined customizable templates for efficiency.
Efficiently conduct meetings, generate SQL, and close deals.
Addition of statistical data of over and under estimations of previous projects
Firmographics
Occupation type
Service
Industrial
Commercial
Industry type
Design Services
Real Estate
Consumer Discretionary
Energy and Utilities
Healthcare
Industrial
Telecom & Media
Information Technology
Organisational size (based on number of employees)
Micro (1-10)
Small (11-500)
Medium (501-1000)
Large (5000+)
Demographics
Gender
Male
Female
Other
Age
30-55
Education
Uneducated
High School
Graduate
Post Graduate
Honours (PHD)
Economic status
Lower
Middle
Upper Middle
High
Designation
Client Relations
Sales Management
Lead Generation
Negotiation
Closing Deals
Accessibility requirements
Fully abled
Color blind
Blind
Temporarily disabled
Disabled
Other disabilities
Geography
Target market
North America
Europe
Asia
Oceania
Target segment
Rural
Semi-Urban
Urban
Psychometric Profile
Spoken/Written Language Proficiency
Basic
Intermediate
Advanced
Expert
Subject Matter Expertise
Basic
Advanced
Intermediate
Expert
Technology usage proficiency
Basic
Intermediate
Expert
Advanced
Data-Driven & Analytics
Basic
Advanced
Expert
Intermediate
Descriptive Adjectives
Creative
Problem Solver
Proactive
Organised
Information perception capacity
Low
Moderate
High
Influence Level
Low
Moderate
High
Behavioural Patterns
Frequency of platform usage
Regular
Daily
Occasional
Rare
Cognitive ability
Low
High
Moderate
Dependency on others
High
Moderate
Low
Adaptability
Low
High
Moderate
Error-prone
Never
Rarely
Always
Sometimes
Devices Used
Laptop
Mobile
08/
FEATURES AND MODULES
/12
AI Estimations
All data at one place
Collaboration
Real time progress update
Divest
Learnings
Client extension
Streamlined process
Lead scout
09/
ANCHOR POINTS
/12
Data Driven
Efficient
Collaborative
Presentable
10/
FINAL WIREFRAMES
/12
Dashboard
This dashboard enables users to prioritize critical actions like managing overdue estimations, completing tasks, and analyzing data for lead generations, quick and efficient estimations.
Estimation creation
This module offers user-centric estimation creation with minimal features while maintaining the familiar Excel sheet experience. It addresses pain points related to templates and presentations, provides different views for estimate comparison, and ensures a streamlined workflow.
PROJECT CREATION
This feature consolidates project and client details in one place, eliminating the need to search through multiple files and folders. This reduces manual effort and saves time.
next project
HDB
spiritual program management
view
project
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