Vendor Onboarding Dashboard
Venminder
My Role:
- Primary Designer
- Research
- Wireframes
- High Fidelity Design
- Prototyping
- User Testing
Tools:
- Balsamiq
- Visual Studio
- Zoom
Team:
- Designer
- Product Manager
- 3 Back-end Devs
- 1 Front end Dev
- 1 QA person
Challenge:
The process of monitoring vendors progress during onboarding posed challenges, and the time investment required for overseeing multiple onboarding vendors was substantial.
Solution:
Created a Vendor Onboarding dashboard visible to ALL client users.
Additional permission based abilities:
- Edit, work on, or re-assign task.
- Approve / decline a task.
- Ability to automate some task using Advanced Workflows.
- Download dashboard list.
- Generate reports.
- Cancel onboarding of the vendor.
- Approve or deny the completed onboarding vendor request.
Process Summary:
-
Discovery
- Discuss vision and direction with product manager
- Stakeholder interviews
- Identify personas
- Evaluation of existing product and processes
- Gather and review feedback from customers
- Story mapping
-
Ideation
- Sketch ideas on paper
- Low fidelity wireframes in Balsamiq
- Internal Reviews, design iterations
- High fidelity mockups using HTML prototype
- External reviews with select CAB (client advisory board) members
- Internal user stories, Size project
-
Validation
- User testing with internal teams
- Pilot testing with select CAB members
- Post launch interviews with CAB members
Discovery:
Stakeholder interviews
Wireframes: Balsamiq
Balsamiq mock-ups here
Prototype: HTML / Javascript
Below: As part of Vendor Lifecycle Management, the Onboarding Dashboard provides a easy way for a user to track the progress of each vendor during the onboarding process.
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Below: The Quick View Panel gives the users a little more insight into the progress, without going to the "Work Page," and provides short cuts to various task.
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Below: The Vendor work page, where the work is done, in this example workflows is active and automates some of the task..
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