SETO - Pipeline Management Account Planning Wireframes

Welcome to “Seto - Pipeline Management Account Planning wireframes” contest. Our client have an application called Account Planning Application which running well in their company. However, The current workflow navigation and forms on each steps are not intuitive and too form like. This project purpose is to redesign the account planning application and provides a more professional look and feel to the account plan input tool along with providing their sales teams a best in class user experience. In this contest, we need your help to redesign the workflow navigation and proposed a new intuitive and professional layout for all form in this application.

At the end of this contest, we would like to see a wireframes that optimizing the application user experience and fully replace all functionality from old application to the new application.

Round 1

Initial submissions for client review

Round 2

All requirements in contest details with client feedback applied

This Account Planning Application is extremely important for the client. There are two main  reason why this application needs to be redesigned :

1.    It is an application used by their Sales and Marketing division and currently is a bit too form like. They have received some feedback that the application is not intuitive.

2.    In addition this application may be used real time in executive reporting meetings and they want to make sure that which ever step they are on the data in this application is easily view-able and professional enough to be seen in sales meeting with an executive.

Here are the screen requirements that needs to get redesign in this application (find the current form layout from “The%20Challenger%20Account%20Plan%20v4%20(3).pdf” document in attachment section) :

1.    Landing Page, Homepage when user open the application for the first time.
2.    Metrics form, a quantitative metric page that might help make decisions on follow on steps.
3.    Critical Success Factors form, This page purpose is to determine what are the success factors that might help our client relationship with the specific customer more successful.
4.    Contacts and Relationship form, this page purpose is to determine who are the customer contacts and what role do they play
5.    Customer SWOT form, SWOT stands for Strengths Weakness Opportunities and Threats. This page really helps track these areas both on our client and the customer they have a relationship with.
6.    Customer Objectives form, Key proprieties for the customer and us.
7.    Challenger Message form, Tracks the main issue that the customer is facing and then how we can help resolve.
8.    Action Plan form, Action plan to achieve some of the objectives with the customer.
9.    Executive Summary form, This page really just pulls details from previous steps on to this final summary page. So no input just pull key details from previous steps.    


Important :
-    All the steps above were in created in sequenced order, however, user don’t need to finish one step to go to another step, they can freely jump around from one step to any step in this application.
-    In page 2 (two) of pdf documentation, you will see header and sidebar navigation, you must keep these layout, this contest only focus on redesign the content area.
-    Do not split the view between sales person and executive person, keep the same view for both to keep maintenance simple.

Target Audience
There will be 2 kind of audiences that will use this application, they are :
-    Sales and Marketing Person
-    Executive Person

Judging Criteria
Your submission will be judged on the following criteria:
-    User Experience
-    Completeness and accuracy of the wireframe as defined in the requirements.
-    How well your wireframes provide a consistent user flow and provides new suggestion for the layout improvement.
-    How well you implement the required data and any suggestions, interactions and user flow you recommend (provide any notes or comments for the client)

Submission & Source Files
Preview Image
Create your preview image as one (1) 1024x1024 JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.

Submission File
Generated HTML files with all the requested contest requirements stated above.

Source Files
Wireframes should be built in Axure. The resulting files should have generated HTML files. Also, all the content must be listed and the pages are linked together to show page flow.

Final Fixes
As part of the Final Fix phase, you may be asked to remove, update, or change some features of the wireframe.

Attachment :
-    The%20Challenger%20Account%20Plan%20v4%20(3)documents
-    Client Questionnaire