Challenge Summary
Welcome to the Atlantis - iPAM Integrated Pricing Application Management - Design Concepts Challenge!
The global pricing team produce quotes for Global Compliance and Reporting deliverables. The current approach to pricing is very manual and hence there is a lack of consistency in the quotes provided to clients, particularly in light of the volume of stakeholders involved.
You will be provided with screenshots to help explain the process.
Good luck, we look forward to seeing your creative ideas!
- Submit an initial version of your solution.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).
- Submit final version of your solution.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).
Challenge Description:
The customer would like to bring to life the potential of the iPAM quoting tool to senior customer stakeholders, through a set of visual designs. The initial demo will be limited to a sub-set of the requirements gathered to date.
We are looking for the [topcoder] design Community to help us with planning our new "user experience" (UX). The goal is to improve this quote tool to make it fast and intuitive for users to complete. We’re also looking for some basic data validation and creative ideas for entering geographic coverage data.
Design Notes:
- This is going to be a web App.
- Desktop Size: 1280px width and height as required.
- Make sure you create graphic in 'shape' format, so when we resize graphics will still look sharp!
- Feel free to suggest any tools/functions that can bring good User Experience for this tool.
Success will be predicated on:
- Designs which are “whizzy” and an intuitive UX.
- Designs which are scalable such that other use cases (e.g. notifications, a dashboard with win rates by geography and service offering) can be factored in at a later date.
Key Features:
- Login by employees only, through an employee email address.
- Entry of details on the bid by the Lead Office Pursuit team (LOPT), including geography and service required.
- Understand the detail sitting behind each service, select from one of four standard service levels / options (A, B, C, D) and input/track any customization required to these standard options.
- System creates a standard template/form by the LOPT for Country Inbound Bid Leader (CIBL) and/or Service Pricing Specialist (SPS) to complete.
- Receipt of completed template by the Lead Office Pursuit team (LOPT).
- Ability for LOPT to ask clarifying questions to SPS, and receive answers.
- Ability for LOPT to pass quote and template onto client.
- Ability for Country Inbound Bid Leader (CIBD) and Area Pricing Team (APT) to review status of new, in process and completed templates for their geography or area.
- SPS provides pricing per service per country per client quote. CIBL releases client quote for their country to APT. APT reviews information released by CIBL and either ‘rejects’ it or releases it to LOPT.
User Roles:
1- Lead Office Pursuit Team (LOPT)
- Make the pricing request.
- Select / modify the services.
- Select / modify the countries.
- Select / modify commercials.
- See their own request list.
- Could be anyone in the customers network that needs to ‘log-on’ and create a request OR may be one person per country (TBD).
- Is prompted to update the status of the request (Won/Lost/Pending) for all requests.
2- Country Inbound Bid Leader (CIBL)
- Sees pricing requests involving their country.
- Assigns pricing requests to one or more SPS (the CIBL may also be a SPS).
- Reviews the final country fee being submitted.
- Releases the country fee quote for specific client requests.
- Will have two delegates able to access when they are not available.
- The ‘active’ CIBL, their delegates and country SPS may be exposed to LOPTs .
- Can amend any quote provided by the SPS.
3- Service Pricing Specialist (SPS)
- Is assigned part of a country pricing request by the CIBL.
- Sees pricing they have used on other quotes for the same or similar services and the status of those quotes (won / lost / pending).
- They see a count-down to the due date/time against each request.
- Any incomplete request with a due date less than 48 hours away is escalated to the view the CIBL has.
- Any incomplete request with a due date less than 24 hours away is escalated to the view the APT has.
4- Area Pricing Team (APT)
- Monitors the requests, workflow and escalations.
- Can see into any and all requests and current pricing.
- Can amend any aspect of the pricing (but must provide notes as to why such amendments have been made which are then visible to the SPS and CIBL).
Use Cases:
Lead Office Pursuit Team (LOPT)
- A lead office running a pursuit requires pricing.
- They log onto Pamv2 and start a Client Fee Request (‘CFR’).
- They start by entering basic account/pursuit info (client name, pursuit team etc).
- They select the standard, high-level services for which pricing is required.
- If desired they fine-tune the Service Description, Scope, Assumptions, Caveats and Client Responsibilities.
- They select the countries for which pricing is required.
- If desired they fine-tune which services are required in each country.
- If required they modify overall commercial terms such as inflation management, billing arrangements, currency requirements etc.
- Once all is complete, they hit ‘submit’
- They can now see this request in an “Active” requests lists on their screen.
- By clicking on the request at any time they can see (Red / Amber / Green) the status of pricing of each service in each country.
- By clicking on ‘export’ they can get a spreadsheet showing the fee for each service in each country along with any notes provided by the country linked to the fee.
CIBL and Country Teams
- The CIBL logs onto the system each morning (ideally it stays active and running)
- They see a ‘workload’ screen showing them active requests involving their country.
- They can see the status of each request (started, in-progress, complete etc)
- They can assign elements of any request to other people within the country called Service Pricing Specialists (‘SPS’)
- SPSs can also logon to the system and can see their specific workload
- Each SPS or CIBL can open the request for a specific service for a specific pursuit and provide a fee quote and notes against the request.
- Once a fee has provided for all services in a country, then the Country Fee Quote (‘CFQ’) is ‘complete’. Once all CFQ’s are complete then then the Client Fee Request is considered complete.
Area Pricing Teams (APT)
- Whilst all of the above is going on, the APTs are watching the request (to ensure they adhere to normal standards) and watching the fee quotes provided by the countries (to make sure nothing ‘odd’ is happening).
- The APTs will provide help and support for use of the system to both LOPTs and CIBLs.
- More specifically the APTs will add to the quote more commercial factors and terms that the LOPTs should consider as part of their overall fee quote to the client.
Required Screens:
- Design Concept challenges are focused on showing your "ideas" or "concepts" on a specific user interface or design problem. We essentially want you to use your design skills to visually show us your idea/solution.
- Using the provided screenshots as a reference to understand the idea, add to that understanding the user roles and use cases we need your help to design the user interface for the web application.
Important:
- Keep things consistent. This means all graphic styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance.
Branding Guidelines:
- Colors and fonts are open to desingers in this challenge, but make sure everything in your design is clear and easy to read.
Supporting Documents:
- Screenshots (Screenshots.pdf.zip) - the customer does not want a copy of this. Screenshots are to help illustrate the idea.
Target audience:
- Lead Office Pursuit Team (LOPT)
- Country Inbound Bid Leader (CIBL)
- Service Pricing Specialist (SPS)
- Area Pricing Team (APT)
Judging Criteria:
- How well you plan the user experience and capture your ideas visually.
- How well you implement the challenge requirements.
- Completeness and accuracy of the designs.
- Cleanliness of your graphics and design.
- Creativity and ease-of-use is key to the success as it must be engaging to users.
Stock Artwork:
- Stock Artwork policies: https://help.topcoder.com/hc/en-us/articles/217481408-Policy-for-Stock-Artwork-in-Design-Submissions
- Latest Design Policies: http://help.topcoder.com/hc/en-us/categories/202610437-DESIGN
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, or Adobe Illustrator as a layered AI 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.
The global pricing team produce quotes for Global Compliance and Reporting deliverables. The current approach to pricing is very manual and hence there is a lack of consistency in the quotes provided to clients, particularly in light of the volume of stakeholders involved.
You will be provided with screenshots to help explain the process.
Good luck, we look forward to seeing your creative ideas!
Round 1
Submit your initial design for a checkpoint feedback:- Submit an initial version of your solution.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).
Round 2
Final design plus checkpoint feedback:- Submit final version of your solution.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).
Challenge Description:
The customer would like to bring to life the potential of the iPAM quoting tool to senior customer stakeholders, through a set of visual designs. The initial demo will be limited to a sub-set of the requirements gathered to date.
We are looking for the [topcoder] design Community to help us with planning our new "user experience" (UX). The goal is to improve this quote tool to make it fast and intuitive for users to complete. We’re also looking for some basic data validation and creative ideas for entering geographic coverage data.
Design Notes:
- This is going to be a web App.
- Desktop Size: 1280px width and height as required.
- Make sure you create graphic in 'shape' format, so when we resize graphics will still look sharp!
- Feel free to suggest any tools/functions that can bring good User Experience for this tool.
Success will be predicated on:
- Designs which are “whizzy” and an intuitive UX.
- Designs which are scalable such that other use cases (e.g. notifications, a dashboard with win rates by geography and service offering) can be factored in at a later date.
Key Features:
- Login by employees only, through an employee email address.
- Entry of details on the bid by the Lead Office Pursuit team (LOPT), including geography and service required.
- Understand the detail sitting behind each service, select from one of four standard service levels / options (A, B, C, D) and input/track any customization required to these standard options.
- System creates a standard template/form by the LOPT for Country Inbound Bid Leader (CIBL) and/or Service Pricing Specialist (SPS) to complete.
- Receipt of completed template by the Lead Office Pursuit team (LOPT).
- Ability for LOPT to ask clarifying questions to SPS, and receive answers.
- Ability for LOPT to pass quote and template onto client.
- Ability for Country Inbound Bid Leader (CIBD) and Area Pricing Team (APT) to review status of new, in process and completed templates for their geography or area.
- SPS provides pricing per service per country per client quote. CIBL releases client quote for their country to APT. APT reviews information released by CIBL and either ‘rejects’ it or releases it to LOPT.
User Roles:
1- Lead Office Pursuit Team (LOPT)
- Make the pricing request.
- Select / modify the services.
- Select / modify the countries.
- Select / modify commercials.
- See their own request list.
- Could be anyone in the customers network that needs to ‘log-on’ and create a request OR may be one person per country (TBD).
- Is prompted to update the status of the request (Won/Lost/Pending) for all requests.
2- Country Inbound Bid Leader (CIBL)
- Sees pricing requests involving their country.
- Assigns pricing requests to one or more SPS (the CIBL may also be a SPS).
- Reviews the final country fee being submitted.
- Releases the country fee quote for specific client requests.
- Will have two delegates able to access when they are not available.
- The ‘active’ CIBL, their delegates and country SPS may be exposed to LOPTs .
- Can amend any quote provided by the SPS.
3- Service Pricing Specialist (SPS)
- Is assigned part of a country pricing request by the CIBL.
- Sees pricing they have used on other quotes for the same or similar services and the status of those quotes (won / lost / pending).
- They see a count-down to the due date/time against each request.
- Any incomplete request with a due date less than 48 hours away is escalated to the view the CIBL has.
- Any incomplete request with a due date less than 24 hours away is escalated to the view the APT has.
4- Area Pricing Team (APT)
- Monitors the requests, workflow and escalations.
- Can see into any and all requests and current pricing.
- Can amend any aspect of the pricing (but must provide notes as to why such amendments have been made which are then visible to the SPS and CIBL).
Use Cases:
Lead Office Pursuit Team (LOPT)
- A lead office running a pursuit requires pricing.
- They log onto Pamv2 and start a Client Fee Request (‘CFR’).
- They start by entering basic account/pursuit info (client name, pursuit team etc).
- They select the standard, high-level services for which pricing is required.
- If desired they fine-tune the Service Description, Scope, Assumptions, Caveats and Client Responsibilities.
- They select the countries for which pricing is required.
- If desired they fine-tune which services are required in each country.
- If required they modify overall commercial terms such as inflation management, billing arrangements, currency requirements etc.
- Once all is complete, they hit ‘submit’
- They can now see this request in an “Active” requests lists on their screen.
- By clicking on the request at any time they can see (Red / Amber / Green) the status of pricing of each service in each country.
- By clicking on ‘export’ they can get a spreadsheet showing the fee for each service in each country along with any notes provided by the country linked to the fee.
CIBL and Country Teams
- The CIBL logs onto the system each morning (ideally it stays active and running)
- They see a ‘workload’ screen showing them active requests involving their country.
- They can see the status of each request (started, in-progress, complete etc)
- They can assign elements of any request to other people within the country called Service Pricing Specialists (‘SPS’)
- SPSs can also logon to the system and can see their specific workload
- Each SPS or CIBL can open the request for a specific service for a specific pursuit and provide a fee quote and notes against the request.
- Once a fee has provided for all services in a country, then the Country Fee Quote (‘CFQ’) is ‘complete’. Once all CFQ’s are complete then then the Client Fee Request is considered complete.
Area Pricing Teams (APT)
- Whilst all of the above is going on, the APTs are watching the request (to ensure they adhere to normal standards) and watching the fee quotes provided by the countries (to make sure nothing ‘odd’ is happening).
- The APTs will provide help and support for use of the system to both LOPTs and CIBLs.
- More specifically the APTs will add to the quote more commercial factors and terms that the LOPTs should consider as part of their overall fee quote to the client.
Required Screens:
- Design Concept challenges are focused on showing your "ideas" or "concepts" on a specific user interface or design problem. We essentially want you to use your design skills to visually show us your idea/solution.
- Using the provided screenshots as a reference to understand the idea, add to that understanding the user roles and use cases we need your help to design the user interface for the web application.
Important:
- Keep things consistent. This means all graphic styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance.
Branding Guidelines:
- Colors and fonts are open to desingers in this challenge, but make sure everything in your design is clear and easy to read.
Supporting Documents:
- Screenshots (Screenshots.pdf.zip) - the customer does not want a copy of this. Screenshots are to help illustrate the idea.
Target audience:
- Lead Office Pursuit Team (LOPT)
- Country Inbound Bid Leader (CIBL)
- Service Pricing Specialist (SPS)
- Area Pricing Team (APT)
Judging Criteria:
- How well you plan the user experience and capture your ideas visually.
- How well you implement the challenge requirements.
- Completeness and accuracy of the designs.
- Cleanliness of your graphics and design.
- Creativity and ease-of-use is key to the success as it must be engaging to users.
Stock Artwork:
- Stock Artwork policies: https://help.topcoder.com/hc/en-us/articles/217481408-Policy-for-Stock-Artwork-in-Design-Submissions
- Latest Design Policies: http://help.topcoder.com/hc/en-us/categories/202610437-DESIGN
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, or Adobe Illustrator as a layered AI 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.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.