Contract Management web app for Small Business Owners

My Role
Senior UX/UI Designer (Led the project )

• Interaction Designer,
• User Research,
• Wireframe

Team
CEO, CTO, PM, UI Designer, UX Designer

Time
8 months

USER: Financial planner, 
Small Business Owners 

PLATFORM: Web app, SaaS

What is Revnue?

Revnue is an AI-powered intelligent digital contract management platform that is transforming the way organizations manage their contracts. By making contract management accessible to everyone, from small businesses to very large enterprises, the company aims to make a positive impact on millions of customers across the globe.

Project Details

Building a contract management web app that helps small business owners to manage contracts, assets, and suppliers to optimize business decisions.

The Problem

No existing contract & asset management tool provides a quick access to following important financial information:-

  • Too many contracts to keep an account for

  • So many assets connected to contracts

  • Supplier details needs updating

  • Renew and Reminder for expired contract

The Solution

A contract management web app that helps small business owners to manage contracts, assets, and suppliers to optimize business decisions.

Success Metrics

Result

Revnue was a massive success 🥳 Ultimately, we successfully launched the website's beta version in April 2021.

Revnue - Our Impact by the Numbers (April 2024)

1M+ Assets

60K+ Contracts

10K+ Customers

5K+ Suppliers

How Might We

How might we provide a tool to manage contracts, assets, and suppliers to optimize business decisions?

Here’s how I started

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User Persona

As a CIO, I should be able to access these type of info.

As a CIO, I should be able to access these type of info.

Peersona.png
As a CFO, I should be able to access these type of info.

As a CFO, I should be able to access these type of info.

Stakeholder Interviews

  • Contracts

    • A repository to upload the contracts

    • A dashboard for visualizing the important contracts data

    • A tabular format for reporting all the contracts of the company

  • • A dashboard for visualizing the important asset data

    • Add additional assets to the existing database

    • A tabular format for reporting all the assets of the company

  • • A dashboard for visualizing the important supplier data

    • Invite suppliers to update their details

    • A tabular format for reporting all the supplier of the company

The biggest challenges I had were… 

  • While we didn't have a formal document upfront, I appreciate the collaborative approach through brainstorming sessions.

  • • Companies have “ASSETS”...(“HARD” assets or “SERVICES” assets)
    • ...”ASSETS” and have “VALUE” ($$$) or “COST” ($$$)
    • …”ASSETS” are linked to “CONTRACTS“…
    • ...”CONTRACTS” have “START” and “END” dates
    • ...”TERM” defines “MONTHS” that “CONTRACT” is “ACTIVE” for 12, 24 or 36 months.

Co-creation session with key stakeholders

The initial discovery session was very insightful to build the design.

Wireflow

Low-fi Wireframes

  • Email Summary 📧

  • Alerts Preference Settings 🔔

  • Main Dashboard

  • Renewal Summary page

  • New List Item

  • New List Item

Hi-fi Mockups

  • Supplier Dashboard : The user can find important supplier information on the dashboard. This page helps the business owner stay aware of the supplier, pending updates, etc, and can add more suppliers. The table reflects all the corresponding information related to that particular supplier like category, region, number of contracts, number of assets, and total cost of the contract.

  • Log In into Contract Management web app

  • Online Contract Repository - Business owners can now upload contracts to save into online repository

  • Contract Dashboard: It displays all the contracts and makes an online repository so people can stay on track about their upcoming contract payments.

    Contract Dashboard: It displays all the contracts and makes an online repository so people can stay on track about their upcoming contract payments.

  • Alerts Feature - Alerts business owners about upcoming dates for contracts