GE Power and Water - Sales Operation Portal Design Challenge

Welcome to GE Power and Water - Sales Operation Portal Design Challenge. GE Power & Water’s Power Generation Products employees leverage a Sales Operations portal to manage their day-to-day activities - containing access from everything from entering and updating opportunities in Salesforce, scheduling meetings, estimated pricing, reading industry news, booking travel and more.  

In this design challenge, the GE PGP team seeks to update the look and feel of the global and regional pages of this portal—creating a user-friendly, “one-stop-shop” for account managers and proposals leaders. This new Sales Operation Portal will help users easily manage more administrative-like activities—so they can focus on their true top priority: their customers.

Additional Challenge Rules:
- Please refer to the attached Official Rules applicable to this challenge.
- To the extent there is any conflict between these Official Rules and additional Topcoder Terms and Conditions of Use referenced of the Website, these Official Rules govern.
- Also the winner of this challenge will need to send this document (Link)

Good luck on this challenge!

Round 1

Submit your initial designs for Checkpoint Feedback

Feel free to add any other additional screens which are necessary to explain your concept.
Notes.jpg: Please note any comments about your design for the Client
Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)

Round 2

Your Final designs for all the required designs with all Checkpoint Feedback implemented.

Feel free to add any other additional screens which are necessary to explain your concept.
Notes.jpg: Please note any comments about your design for the Client
Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)

Challenge Description:
GE Power & Water’s Power Generation Products employees leverage a Sales Operations portal to manage their day-to-day activities, containing access from everything from entering and updating opportunities in Salesforce, scheduling meetings, estimated pricing, reading industry news, booking travel and more.

Design Considerations:
- Super simple and easy to use. Clear and streamlined navigation and user flows. This is VERY IMPORTANT!
- Looking for modern, clean and intuitive UI
- Focus on the design being a great user experience, think simple but effective solutions!
- Give importance to the overall layout and think on how a user would interact with the content on the page.
- Show all the screens and provide a user flow/click-path and navigation, so we can see how the interactions fit together in the application
- What should the priority features be?
- How quickly could you find information?

Design Size:
This application will be responsive, so content modules should be designed with that in mind. No large banner content that will not work when reduced to phone size. That said, you only need to create PSDs for desktop / standard web view: 1440px as width and height as required

Branding Guidelines:
- We have supplied GE Fonts that can be used in your designs and also follow the given GE Colors

Required Pages:
We are looking for the two (2)  screens to be designed. Please include additional screens to show alternate views (interaction changes, state changes, etc).

0) Global Content (Both Home & Regional Screens)
- Customer Logo
- Profile / Options Element (user profile pic, “Welcome, Jon Snowlongnaus” message, click to view more options - on click show options for: manage profile, logout)
- Main Navigation Element (Home, My Region, Reports, Directory, Chatter) - show Home or My Region as “active” on related screens that we are creating)
- Feedback Element/ Salesforce Idea Object (user can enter free text for page feedback and submit)
- Footer (smaller version of logo, text version of main navigation options, terms & conditions link, copyright)

1) Home Screen Content List:
- “McCoy’s Report” Module: Title, brief introduction/ description, links for “Download” and “View Report”
- “2015 Product Catalog” Module: Title, brief introduction/ description, links for “Download” and “View Catalog”
- Account Manager Resources Element (see below for content of this element)
- Proposal Leader Resources Element (see below for content of this element)
- Application Links Element (see below for content of this element)
- News Module (RSS/chatter style news feed with a few linked news items and ability to “View More”)
- Events Module (RSS/chatter style event feed with a few linked event items and ability to “View More”)
- Google Maps style sales rep finder: Quick and easy way to see where sales reps are or clusters of sales reps and select them. A simple popup or flyout with: Name and Contact Info.

2) My Region Screen Content List:

• My Opportunities Element (list of some opportunity items and ability to sort - note this should NOT be a data table, as they do not play well on mobile devices)

  • example of content for each opportunity: Acme opportunity name (name), Qualification (stage), 90% (probability), $xxx,xxx (amount), 09/15/15 (close date)

• My Quick Links Element (see below for content of this element)

• Events Module (RSS/chatter style event feed with a few linked event items and ability to “View More”)

• Chatter Feed Element (see provided resource "Chatter Asset.psd" - colors, fonts and width (minimum 480px width) can be changed. Everything else (layout / styles / icons) CAN’T be altered)

ELEMENT CONTENT DETAILS:
Account Manager Resources Element
Risk Modules (link)- Delete
Thermal Cross Checklist (link)
SFDC Content Naming Convention (link)
Strikezone Agenda(link)
Thermal ITO OL Draft (link)
Strikezone Workflow (link)
Performances (link)
Terms & Conditions  (link)
Price Schedule (link)- Delete
One KYC (link)- Delete
View All Links (link)

Proposal Leader Resources Element
Proposal Leader Handbook (link)
EA & SE Grid Code Request (link)
Energy Consulting Services Request (link)
Request Operational and Service Manuals (link)
Request for Reliability Run Quote (link)
Request Transportation Quote (link)
Request Standard Training Quote (link)
Request GPO Scope (link)
Reliability Test Tracker (link)
Transactional Compliance Plan(link)
Yellow Card Work-Flow (link)
View All Links (link)

Link to Applications:
Brio Server (link)
Pegasus (link)
Propcost (link)
Propgen (link)

My Quick Links Element
Calendar (link)
Expenses (multiple options here:)

• GE Travel (link)

• GetRes (link)

• Concur (link)

• GE Fleet (link)

Included Assets:
- Chatter Feed PSD: This is a pre-designed Chatter feed that you should use for your designs. Make sure you are following the requirements in the: My Region Screen Content List screen
- User Journey PDF: This has a lot of great information about the user story, personas, intended usage, etc. This is great insight into how this portal will be used and who you are designing for.
- Branding Guidelines: This has list of GE fonts and also the GE Colors that can be used in your designs.

Target Audience:
- GE Power & Water’s Power Generation Products employees

Judging Criteria:
- How well the Entry plans the user experience and visually illustrates the ideas
- Cleanliness of graphics and design
- Creativity and ease-of use to successfully engage users in a simple way
- Effective use of the functionality of the SFDC platform (design should be feasible to build and appropriate as a mobile application)
- Simple and “easy to navigate” user experience (look and feel) – providing a “one-stop-shop” for resources in a very clean and user friendly way – allowing for easy digestion of information on any screen.

Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.

Submission File
Submit JPG/PNG for your submission files.

Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file

Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.