Procurement Tool Redesign

ClariLegal is a marketplace that law firms and big corporations use to connect with vendors and buy litigation services. Lately, as the business continues to grow, the current system is struggling to keep up and isn't meeting the needs of buyers and vendors. So, we gave the tool an upgrade to make it more scalable and powerful.

Time: Sept-Dec, 2021 / Role: UX Designer
Teammates: Celine Chen, Ria Shah, Jenny Li, Sasha Kolodkin

The Problem

The platform lacks versatility to meet the diverse and complex needs of an increasing number of customers.

→ Background: the old platform

Our client, ClariLegal's main product is a Request For Proposal(RFP) tool. It's an online marketplace where legal professionals from both law firms and corporations find outsourcing opportunities. Compared to traditional RFP process, the ClariLegal platform makes it more convenient and efficient to:
find and approach vendors providing various services
compare vendors with standardized pricing method
negotiate offer and reach a deal

→ What isn't working any more?

As there is a growing number of buyers with a more diverse and complex needs, the platform becomes outdated.

→ Breaking down the task

Buyer's User Journey
After talking to a few buyers, it turns out creating RFP and comparing bids are the most problematic sections. Based on these findings, we'll try to improve user experience from the following 3 dimensions.
help buyers navigate themselves more efficiently
make the RFP creation process more flexible and less intimidating
help buyers make decisions with more ease

Challenge 01

How to make it easier for buyers to navigate the sophisticated system efficiently and prioritize more urgent tasks?

→ Redesign: Homepage as the distribution center

Old

Redesign
It's difficult to find a job when the users have multiple complex tasks at hand.
  • lack of hierarchy
  • confusing elements
  • clumsy process and interaction
Reorganize information based on importance and frequency accessing them.
  • group job into categories
  • prioritize urgent tasks
  • hide distractions
Redesign

→ Redesign Component: Job Bar

→ Redesign Component: Job Card

Challenge 02

How to make the RFP creation process more organized and less intimidating?

Old

Redesign
The old RFP creating process is long and intimidating. It's an annoying task when there are many RFPs to be made.
Redesign: Breaking a long process into easy-to-understand mini tasks

→ Breaking down the process into 2 steps. Step 2 is split into multiple mini sections.

old

new

→ RFP dashboard layout exploration

version A
version B
  • card: group information/more clickable area
  • number: not efficient when there are more than 4 type of categories
final version
find and manage cards more efficiently

→ Redesign Component: Job Card

Challenge 03

How to make it easier for buyers to compare and select bids?

→ Redesign: A step-by-step comparison

Old

Redesign
  • There’s only one round with so many traits to compare(4-7bids)
  • The comparison table is overwhelming and inefficient
Round 1: fast screening
Round 2: meticulous comparison
  • redesign visual hierarchy to make the table easier to read
  • compare complex data with charts

Takeways

What I learned from this project

1. As a product designer, it's also important to understand business strategy and consider ti during the design process.

The ultimate goal of this project is to attract more users by upgrading users experience. Understanding the business side of the product is also key to possible future success.

2. For products with multi user personas, one of the challenges is to balance the needs between different types of users.

For this project, the two main types of users, buyers and vendors are on the opposite side of the negotiation table. However they're both key stakeholders for this product.

3. Again, learn from the users. This is especially important when it comes to new domains and use cases.

Litigation procurement is an extremely complicated field. It takes time to learn the process, stakeholders and everything, Users are one of the best teachers in learning necessary knowledge. As a designer, I don't have to expert in their work. But I need to know what's more helpful and spend my time more wisely.
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