Suite Tea was developed to easily customize a professional business proposal. Part library, part CRM, part proposal generator, this unique custom software takes the hassle out of proposal creation and easily integrates with your key business processes.
My roles included helping to establish the business logic based on client and user requirements, designing all elements of the application from wireframes to full page mockups to interactive demos displaying specific user interaction, and overseeing product management.
After completing initial user research, I jump into flowcharts, sketches and wireframes to start mapping the users’ path through the application. From there, I begin to define the creative direction with the grid structure, color scheme, icons and typography. I create interactive prototypes to test specific actions and ensure they align with user expectations.
Display all your data in a powerful set of dashboard modules and you have a quick and easy way to see how everyone in your company is operating at a glance and whether or not you’re on target to meet your goals for the month, quarter or year.
Create a library of your products, services, and subscriptions. Incorporate imagery and develop content based around your business from bios to best practices. Connect all these elements into your database of clients and you have an application that can generate a custom, elegant proposal sent to your client within minutes.
View all proposals at every status with the details that matter most.
Iterative responsive design process ensured ease of mobile use, even for complex tasks.
User testing helped guide direction for visually representing the step-by-step proposal creation project.