Sales Process Digitalization
Year: 2021
Duration: 8 weeks
Segment: Animal Health
Methodologies: Design Sprint (solution quadrant)
Team | Role: 2 people | Project Manager and Business Designer
PROCESS AND RESULTS
The project scope included the stages of: planning, ideation, prototyping, testing, and iteration.
Planning
Activity scheduling
CSD matrix
Ideation
Co-creation workshop of functionalities with internal collaborators
Prioritization of functionalities through the M0SC0W matrix
Prototyping
Design of AS IS and TO-BE journey and flow for POS and distributor
2 prototypes, 1 for POS and 1 for distributor
Testing and Iteration
10 remote interviews between POS and distributors, focusing more on concept testing than usability
2 rounds of testing, with iteration based on inputs from the first test
Definition of test profile samples
Elaboration of testing script
Roadmap of Prioritized Functionalities for MVP and Phase 2
*To preserve the names of companies and confidential data, further information can be provided upon scheduling a meeting.
CONTEXT AND OBJECTIVES
A major company in the animal health sector faced the challenge of digitizing the sales process for its PET and large animal business units, given the context of the pandemic and with the objective of reducing operation costs.
The goal of the new project was to design the first version (MVP) and functionalities of a digital sales solution aimed at points of sale (POS) and distributors.
DESAFIOS E APRENDIZADOS
In addition to taking over the leadership with the project already underway and quickly building rapport with the new team and key contacts at the client, it was necessary to adapt and have a steep learning curve to absorb the initial immersion and ideation that had been conducted by another consultancy.
The major challenge was to continue the prototyping and testing phase of one of the ideas selected in the previous project, providing a perception of coherence and cohesion overall, without giving the impression of a break in continuity.