CHEP

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The challenge:

Create an easy to use AI pricing tool for the CHEP sales force to replace existing analog processes, increase responsiveness, and improve customer satisfaction.

The Goals:

  • Standardize pricing across multiple regions in EMEA

  • Increase efficiency

  • Increase adoption

  • Enable data-based insights

  • Decrease time to sale

The Process:

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Frame

Met with client stakeholders to identify goals

Identified success metrics

Defined requirements for MVP

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Empathize

Spent a week embedded in the CHEP offices

Observed existing sales and pricing process

Identified user goals and needs

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Define

Identified key use cases

Identified key interface types

Created screen flow diagrams

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Ideate

Created low fidelity prototypes to explore different interaction models

Held multiple cross-disciplinary brainstorming and white boarding sessions

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Prototype

Created multiple prototypes to explore micro interactions

Created Invision prototype to test proposed workflow

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Test

Tested interaction models with sales team

Revised and iterated design based on results

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Deliver

Delivered revised prototype

Created style guide for design and micro interactions

Delivered annotated screen flow diagrams

Outcomes:

CHEP’s technology partner RAGE utilized the prototype and annotated flow diagrams to build the new pricing tool. It has been rolled out across EMEA and is currently being considered for the Americas.