Before and After. (left) Organization of information based on paper-supported sales process. (right) Organization of information for a more standardized computer-supported sales process.

Before and After. (left) Organization of information based on paper-supported sales process. (right) Organization of information for a more standardized computer-supported sales process.

Ideation: Two more options. (left) Listing each step of the process with standard options on the left and additional options on the right for easy price comparison. (right) Highlight of the product number to reinforce the meaning of the letter codes. Each set of choices has an explanatory title.

Ideation: Two more options. (left) Listing each step of the process with standard options on the left and additional options on the right for easy price comparison. (right) Highlight of the product number to reinforce the meaning of the letter codes. Each set of choices has an explanatory title.

Change Management Support & information design

Role:
Designer

  • Worked with subject matter experts to understand how furniture sales people use the PriceBook when discussing options with a customer compared to how they use it when specifying the details of an order for manufacturing.
  • Researched the structure of a future online specification tool to understand the data requirements for a more standardized and streamlined system of ordering.

Background:
A furniture manufacturer specializing in products for hospitals and patient areas.medical environments faced a challenge to adapt their sales, ordering, manufacturing and delivery processes to the streamlined BAAN Enterprise System of their parent company. The cost saving and efficiency benefits of the new system were great, but the company's dealers and sales people were tied to the existing system. 

The transition required significant changes to the way that sales people thought about the sales process and specifying products for manufacturing. Our team redesigned their PriceBook to make the new process clear and manageable.

Client:
A manufacturer of furniture for hospitals and medical environments.