The context
Megastradis is an electric supplier for big companies, They are adding a new company called Softradis to create a new sales channel that allow them to distrubie energy directly to individuals, too, not only to companies.
The problem to solve
Softradis has not experience in providing energy to individuals directly or making actions for them, so, all the content of their documents is complex and having in count more the businesses not the individuals.
They are going to make a new marketing action, that implies a big team of sellers working in the street with a tablet, capting information from individuals in different cities of Spain and deliver a simulation of a proposal in real time where this potencial clients can see how much they earn if use Softradis as a provider.
They ask me to create a new logo (based in an old one), the user experience, the interface and the visual design for this action.
The solution
After organizing the project by sprints, I begin with a deep research of energy concepts, and take a look of other electric companies invoices, companies that make contact to final clients, looking for more references to prioritize and link information as necessary. I generate a draft of the two “personas” involved in the final process because both are important: the seller and the potencial client.
I begin organizing, understanding and clasifying all the concepts related, by making groups of information that allows me and the client to prioritize the information that we think is more relevant from a final user perspective. The main handicap is the time, because sellers are on the street and they have only a low opportunity of making contact with potencial clients and then, a really short period of time to get their data, so we dedicate a lot of time to simplify the information once and again.
After several discussions with low-res wireframes and a final wireframe highres approved (and signed), I present an interface of an assestment in 4 steps, allowing some extra functions like refresh the screen in case the seller make a mistake while capturing data or the option of print if sellers want to make a physical archive of the offers presented. In regard to visual design, a dark background interfase based on the new logo color, will help if there is too much external light on the street, but keeping the interface simple and easy and legible in regard to design and color.