Vendor-Client Gateway Redesign

Overview

The Vendor Client Gateway is an optional add-on module for CobbleStone Software’s flagship product, Contract Insights.

This portion of the product had long been a point of frustration for both internal stakeholders and clients alike.

As part of the ongoing major UX updates across the system, I led a redesign of the vendor-client gateway in hopes og alleviating client frustrations and potentially boosting sales and use of the module.

At this time, the Vendor Client Gateway redesign has not been deployed yet, so we don’t know what the impact is/will be.

Who is CobbleStone?

CobbleStone provides contract, vendor, and e-procurement management software. Their software is used by hundreds of organizations spanning the globe. Thousands of legal, sales, and procurement professionals use and trust CobbleStone Software for their contract, sales, and procurement needs.

What is Contract Insights?

Contract Insights is an enterprise contract management system that is designed to work with organizations of all sizes and in all industries.

What is the Vendor Client Gateway?

The Vendor Client Gateway is an purchasable add-on module for Contract Insights that clients use to better communicate with their clients and facilitate e-procurement processes.

What Was the Problem?

The Vendor Client Gateway had a lot of problems. In fact, probably too many to list. However, to name a few:

• Not responsive
• Deprecated practices and visual design
• Overly customizable configurations to the point where clients were making decisions that negatively impacted UX

My Solution

Redesign the vendor client gateway in a way that takes inspiration from similar and competing portals while cutting down on some of the customization options in order to create a more streamlined experience.

Current Designs

Home

Solicitations List

News

New Designs

Home

Solicitations List

News

Mobile

Future Plans

The designs shown here show just a snapshot of all the areas of the vendor client gateway. The designs shown here are for the first phase of a 3-phase rollout:

1. Redesign of existing features and functionality
2. Adding additional functionality (TBD)
3. TBD

Because these designs are more of a redesign of existing features and functionality, some flows can still be a little bit awkward (such as how users interact with solicitations).

Hopefully, once this first phase is rolled out, we’ll see an uptick in module purchases and usage, and as we get more users, we can get a lot more feedback than we currently receive and use that to further improve it in the next phases.