Vendr: Deal Room
One-man design studio
max@figureten.com
Deal Room
Our north star version of Vendr’s Deal Room included several features that would streamline the purchasing process. However, our short-term goal was to launch a V1 product that satisfies the two most common stakeholder needs - keeping track of document versions and scheduling meetings and finding mutually available times (leads to excessive back-and-forth).
Our goal was to launch a bare-bones version of Deal Room to test user adoption, reception, and obtain feedback.
Our goal was to launch a bare-bones version of Deal Room to test user adoption, reception, and obtain feedback.
Version 1: the MVP
Version 1 of Deal Room reflected the layout, design style, and typography of existing Vendr applications. Because our goal was to quickly ship V1 to obtain feedback and test, we focused our efforts on building functionality, optimizing performance within existing Vendr workflows and systems, and interviewing stakeholders (both on Vendr’s side, supplier side, and customer side). In development, we also relied heavily on research-driven methods that analyzed existing tooling.
This simple V1 enabled stakeholders to easily:
-> View outstanding tasks
-> Schedule calls (data pulled from GCal)
-> Upload documents requested by stakeholders
We received lots of positive feedback on Deal Room from Vendr Buyers, software suppliers, and customers. They loved the platform’s ease of use and clarity of instructions - which we used to keep in mind for future iterations and versions.
Ways we measured success in our first iteration:
-> Stakeholders reported that it made them faster at their jobs.
Automations from the interal Vendr application enabled them to send “kick off” Deal Room links to new customers, streamlining manual processes.
-> Software suppliers expressed positive feelings towards the platform.
In research, they expressed concern that a platform like Deal Room would make them feel “brushed off” and like they weren’t “important enough” to a Vendr Buyer. However, post launch, the same suppliers were pleasantly surprised by the experience, reporting that it felt much more “personal” than they assumed it would be.
Version 2: the functional product
With Version 2 of Deal Room, we had more flexibility to rebrand - including new font selection, color selection, and visual language for web applications. With this, we aimed to usher in a new era of Vendr, one that felt fresh and new to our clients and Vendr Buyers alike.
Now having the flexibility to remove the white vertical navigation on the left side of the page, we updated Deal Room with a horizontal navbar separating a “tasks” page and a “documents” page. The tasks page served as a user’s home base, prompting them to schedule meetings or upload documentation as requested. They are also able to easily visualize task status - a helpful visual indicator to encourage users to complete tasks quicker (and move deals along faster). The documents page housed all uploads, enabling users to view, download, and delete uploaded documentation.