Proposal builder (Indeed)

Context

An internal application for Sales and Customer Experience representatives, aimed at enhancing their workflow while engaging with clients. The proposal builder provides reps with insights into job performance, budgeting, and market trends. The end result is a PDF that can be shared externally, assisting clients in budgeting sponsored job campaigns and facilitating internal budget discussions for future jobs.

My role

As the sole designer on this project at Indeed, I led it from its initial design phase to its current status as a fully functional application. I collaborated closely with the project manager and engineering team to introduce new features, enhancements, and expansions into the market. Leveraging insights from the Sales and Customer Service teams, I identified strengths, pain points, and strategies for improvement.

Objective

The primary objective was to develop an internal tool for the Sales and Customer Service teams to gain insights into clients' specific job postings and hiring markets. Additionally, we aimed to retire an older tool and incorporate its most valuable features into the proposal builder. This consolidation reduced the number of tools required for similar information, providing a unified solution.

Challenges

Several challenges arose during the project. Determining which additional features were beneficial for the tool's growth and alignment with Indeed's objectives required careful consideration of user feedback. Collaboration with another application team necessitated aligning the user experience to maintain consistency across platforms. This collaborative effort enabled product improvement and alignment across teams.

Strategy

The strategy adapted to the evolving needs of the application. Weekly syncs with the engineering team and project manager facilitated problem-solving, collaboration, and feature reviews. Regular meetings with the project manager addressed upcoming project needs and major initiatives, such as sunsetting older applications. Monthly meetings with Sales and Customer Service teams provided feedback and insights into usage patterns.

Outcome

The proposal builder is actively used by Sales and Customer Service teams across Indeed in multiple countries. It has facilitated numerous budget planning sessions both internally and externally, averaging 100,000 proposals annually. As its availability expands to more markets, its value continues to grow, benefiting an increasing number of users.

Process

Original workflow

High fidelity workflow

Exported PDF
Exported PDF
Exported PDF
Exported PDF

Proposal builder feature update

What

Enable users to access job market and job-level performance data.

Why

The proposal builder lacked this highly requested feature, which would enhance users' job market knowledge and improve their conversations with clients.

How

Create an additional objective that allows users to easily view job-level data, bringing more transparency and insight into budgets. This objective also streamlines the process from a five-step to a two-step workflow, significantly improving efficiency.

Workflow

My team and I began by identifying the optimal placement for this information and quickly realized that it would benefit from its own objective. This approach allowed us to customize the workflow based on the specific needs of the objective. Since the other objectives didn’t utilize per job level data in the same way, we knew our path forward made the most sense.

Next, we identified the relevant per job level data and organized it into individual tabs for ease of use and understanding. We initially started with a simple layout but quickly upgraded to a yield curve format, as it would better benefit the user by clearly highlighting the best spending opportunities.