Challenge Summary
Welcome to the RUX - Dealer POS Design Concepts Challenge! The client is looking to develop a new web design/customer experience for their dealer showroom Point of Sale (POS) system in Latin America.
Through this challenge, we are looking for the designers to create a best in class user experience web design that adheres to corporate branding seamless incorporated tools to support the dealer end to end process of finance application in an intuitive process flow that supports multiple devices. This challenge will focus on designing the user experience for desktop screens!
What is a RUX Challenge?
The RUX (Rapid User Experience) challenge uses the same format as our famous LUX Challenge except it is not "Live" at an event. The RUX Challenge Series provides you with an opportunity to show digital leaders from some of the largest companies in the world just how good your concepting and user experience (UI/UX) design skills are.
RUX (Rapid User Experience) challenges are fast, fun, and have more chances for you to capture prize money!
Note: You do not need to have RUX challenge experience to join this challenge - Just jump in and give it a try! Make sure to follow the challenge details, the challenge forum and ask questions
The goal of this challenge is to take the provided design problem, analyze the user experience and provide design concepts and visual ideas on how the application might look and work!
Design Problem:
We have an existing system in place that has been enhanced over many years and additional functionality added to support the auto finance Quote/ proposal process this has resulted in a number of processes managed in different systems (i.e. separate log and in and no straight through processing of data entered) due to this it has resulted in an ineffective process and outdated user experience compared to our competitors in the market place. This application will be used by auto dealerships for auto loan processing.
RUX Challenge Timeline and Rolling Checkpoint
Submission Start: 04/12/2017 at 08:00 AM EDT
Rolling Checkpoint Start: 04/14/2017 at 08:00 AM EDT
Submission End: 04/15/2017 at 08:00 AM EDT
We are offering 5 Prizes Placements
1) 1st Placement: $2000
2) 2nd Placement: $1500
3) 3rd Placement: $1000
4) 4th Placement: $750
5) 5th Placement: $500
- Plus 8 placements for Rolling Checkpoint prizes @ $50 each!
Note: Important Rolling Checkpoint Details
- Trevor [tgerring] will be available for Rolling checkpoint Feedbacks!
- We will answer questions and provide Rolling Feedback as fast as possible.
- You must watch the Forum for your feedback!
* All qualifying checkpoint submissions will win $50 (8 Placements)
General Requirements
- This is going to be developed as a Responsive Web Application, in this initial challenge we are looking to focus on the desktop views.
- Screen Size: 1366px width and height as required (Desktop)
Branding Guidelines
- We have provided the branding template, please make sure to follow that!
- We are looking for concepts and ideas!
Design Consideration
- Clean and streamlined design and user flow
- Application that provides intuitive process for submitting loan application and view the credit decision (i.e. approved, rejected).
- Looking for a fresh user-experience!
- Show us concepts and ideas for how things could be designed and function. Maybe it is one screen (dashboard) with overlays and flyout windows. Maybe it is multiple screens and panels for different kinds of functionality and tasks. We are open and looking for your ideas and solutions.
Downloads
- See challenge forum
Required Screens/ Functionality
01 Dashboard
- Need to have a visual high level view of all applications and their status, these will have the ability to drill down and access individual application directly (something like pie-charts, etc.) i.e. Proposals/Awaiting decision/Approved/Submitted to pay-out/Paid/Held offering
- Show List Current "In progress" applications.
- Dealer Work Queue: Ability to display all current applications/search by status/date/customer name/if group by Site/Sales person etc. etc.
- Message board to display the key marketing messages
- Settlement Figure: Ability for dealer to get current outstanding of loan and print for customer includes validity date
- Search: Ability to search customer data and option to select components to be copied i.e. finance data/ customer data or both or if existing quote access directly.
- User should be able to search / enter criteria to view list of applications that were submitted.
- Need a way to show the alerts which could include (alert to set SLA’s, should reflect a notification when status of a proposal changes, etc.)
02 Data Entry Screens:
The credit application data entry should follow a logical process flow. The process flow order may vary by country. The 3 main processes are described as follows and for each of the processes there will be a set of required fields:
- Pre-approval.
- Quote.
- Application.
Please refer to Logical Process Data Flow.xlsx document (Logical Process Data Flow.xlsxyou can find the link to document in challenge forums) for a list of required data for each of the processes.
Additional Screen Considerations:
- Ability to display financing plans and have default values for plans based on customer type (i.e. Individual, company) / model year/ condition (New, Used)/ vehicle registration date show eligible plans.
- We need a way to show descriptive alerts on screen (For ex: would show error if plan selected is only for 48 Months but user had chosen 60).
- Ability to save multiple quotes to a single proposal and ability to retrieve user would have the ability to select quote to move to proposal stage.
- Side by Side quotes comparison quotes: Ability to show comparison quote (Vehicle, term, Plan, deposits VAP - VAPs are defined as additional products such as Vehicle Insurance, Extended Warranty, Life Insurance, Parts and Accessories, etc.)
- Goal & Seek: Ability to fine tune the customer quote based on customer needs i.e. assume customer budget is £250 per month, so reverse calculate by increasing, Term, Deposit, target APR etc. We need to display options in a single screen i.e. display term options, deposit, APR etc. user select most appropriate stops multiple calculations by the dealers.
- Intelligent VAPs
- Sales Tip for VAP’s (i.e. Sales Commission)
- Email Quote facility to customer
- Save / Print
03 Search Concepts:
- Looking for an intuitive process
- User should be able to search / enter criteria to view list of applications that were submitted.
- Show list of submitted applications along with their status!
- They could choose completed applications and send it to dealer care for underwriting process.
- They could also make updates to the application based on its status (approved, rejected, active, held offerings).
04 Updating Applications:
Approval:
- Ability to change select fields (i.e. increased down-payment and/or add insurance products) without re-submitting.
- Ability to change status back to working or cancel.
- Ability to automatically accept conditions or re-proposal without manual input (i.e. users would see a rejected application and a new version with revised parameters such as increased down-payment that will allow the application to get approved).
- Ability to add mandatory documents to purchase up and above the standard set.
- Ability to add co-buyer and guarantor.
Request for Payment:
- Ability to print all or individual applications
- Ability to scan and upload/ view uploaded documents
- Ability to add missing information in single screen (i.e. Vehicle identification number)
- Ability to validate all documents & data is entered before allowing to go to submitted for Pay-out. Missing items should be visible to the user (i.e. proof of income).
- Confirm successful transmission.
- Ability to print contract.
- Electronic Signature/ID verification and/or Biometrics verification (i.e. fingerprint)
05 Notifications:
- Looking forward to your thought on how notifications would work for this application?
- Show us your design concepts / home page (dashboard) has information on what types of alerts could this application possibly have, they may not be limited to this.
- Alert dealer of Held offering including SLA and escalation process.
06 Marvel Prototype:
- We need you to upload your file into Marvel App.
- We want to use Marvel App to provide direct and fast feedback! We can also track your design updates and screen versions within Marvel App!
- No additional functionality is required! Just make sure your screen(s) are in the correct viewing order (number them 00, 01, 02, 03, etc.)
- If you do not have access to the Topcoder Marvel App Account please contact csystic@gmail.com
- You must include your Topcoder Marvel App URL within your .Notes file
07 Presentation Screen - 1920x1080 (16:9 Ratio)
- In a RUX challenge, this screen is the way to showcase your concept so keep it simple and make it look good!
- If you were walking into a meeting and needed to sell your idea - use this screen to showcase your concept.
Judging Criteria
Your submission will be judged on the following criteria:
- Overall idea and execution of concepts
- How well does your design align with the objectives of the challenge
- Execution and thoughtfulness put into the solving the problem
- Overall design and user experience
- Cleanliness of screen design and user flow
Target Audience
- B2B Customers
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 a layered PSD file, or Adobe Illustrator as a layered AI file or Sketch!
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.