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Redesigning Prosal's client dashboard to simplify how agencies find and manage new business opportunities.
Prosal is an outsourcing platform for agencies of all sizes and backgrounds to find high-quality requests for proposals (RFPs) and win new business clients. Unlike traditional RFPs, which are often inconsistent, complex, and lacking in information, Prosal aims to provide a more effective alternative designed to be transparent and inclusive.
FOR
Prosal
ROLE
UX Designer
DURATION
3 months
WITH
Nick Lopez — Co-Founder & CEO
Nyle Malik — CTO, Product Lead & Mentor
Alfredo Ramirez — Co-Founder & COO
CONTEXT
Prosal, an emerging startup, focuses on modernizing the RFP search process with a strong emphasis on user experience. While their marketplace helps users discover new business, there’s a growing need to help users manage it effectively, adding more value to the experience and boosting engagement.
As a UX Designer, I worked on a variety of projects ranging from redesigning internal dashboard flows, improving RFP cards to display relevant information, to creating processes to track whether users responded to RFPs.
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This case study will focus on the dashboard redesign.
PROBLEM
Divided Platform: Prosal’s user engagement is divided between two tabs—the marketplace for browsing new opportunities and the dashboard for tracking saved RFPs. First-time users struggle to find their saved RFPs, using the platform mainly for discovery rather than as a unified hub for tracking business opportunities.
Disorganized Marketplace: Clients searching for opportunities face difficulty due to the lack of relevant filters. The marketplace displays a wide range of RFPs across multiple categories, making the search process lengthy and inefficient.
SOLUTION
Design a unified dashboard where users can easily search for RFPs with relevant filters and manage their saved RFPs from the same screen.
PROCESS
I started by conducting a design audit, breaking down Prosal's design language to ensure consistency. After gathering insights from user interviews and drawing inspiration from platforms like Dribbble and Pinterest, I created rough mockups showcasing different variations of the sidebar design.
As a startup, rapid user feedback and the ability to deliver a minimum viable product (MVP) were key to our approach. Through experimentation and testing with mockups, we evaluated various interactions and visual designs with test users. This process helped us settle on a final design that combined the best features from each iteration.
Additionally, I designed various user interactions within the dashboard, such as creating new group folders, renaming and deleting groups, and moving RFPs between different folders.
LEARNINGS
Working as the sole designer at a startup is hard. When there aren’t like-minded peers to confide with, it truly comes down to you to trust your design process and take ownership of your decisions. Although challenging, this experience was incredibly enriching. I immersed myself in the product's journey from conception to launch, tackling diverse design challenges, discussing pain points with users, and consistently communicating these ideas with leadership. This experience helped me understand the impact of my work, find my voice, and advocate for user needs.
Working for a startup also taught me the value of being scrappy. When time was of the essence, sometimes the best approach was to quickly get a minimum viable product (MVP) out the door and iterate, iterate, iterate.
In a perfect world, we’d have all the time we need to solve important problems, but when perfection and time constraints are holding you back, sometimes the best approach is to just start—put pencil to paper and get the ball rolling. I'm grateful for the opportunity to work with exceptional mentors—Nick, Nyle, and Alfredo—and help contribute to the company's early growth.
OTHER WORKS AT PROSAL
"Closing the Loop"
Designing a non-intrusive method of tracking whether users responded to RFPs. We know that users save RFPs but not if they follow through with them, hence, closing the loop.
Issuer Card Update
Redesigning how key metrics and information are presented to users based on user interviews. Aiming to display the most important information as efficiently as possible.
Sign Up & Onboarding
Designing the account creation and onboarding process to help users become familiar with the interface.
AI-Powered Chatbot
Designing a chatbot interface to help users summarize RFP requirements and navigate writing a proposal.
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