A pre-qualification questionnaire (PQQ) is a pre-tender document commonly used in the construction industry to assess the ability of an applicant to undertake the proposed tender.
The focus of this task was to move this entire service online (from a PQQ excel document), creating a new efficient and effective customer user flow and the ability to track and maintain all tenders from companies and sole traders with admin tools for internal staff.
Additionally, there was a possibility that this product could be white-labeled in the future, so this was a consideration.
- Product Design
Starting with an assessment of the current PQQ document at London Projects, this was followed by researching PQQ online platforms from competitive businesses, such as ‘Procore’, ‘Oracle’ ‘Rapid’ and ‘Sitemate’ to review differences in their PQQ strategy and understand the competitive SaaS offerings in the market.
As a final research piece, I conducted informal interviews with London Projects staff to understand what they want out of the PQQ and the current frustrations they have with the papered PQQ.
There are two types of personas: external companies and sole traders (both have slightly different questions asked) and internal staff.
- The companies / sole traders require the PQQ to be easy-to-understand, quick to complete, and simple in design (“something I’ve seen before”), but with relevant questions for their business.
- For internal staff, the PQQ needs to gather all the relevant information for London Projects so staff can make a call as to whether the company / sole trader is safe and secure to work with (“we want to have an easily trackable PQQ process, where we can see the status of PQQs submitted”).
Consisting of two main “customer” flows, one being for companies and one being for sole traders to account for slightly different questions, the focus for this process was around sign-up, creating a basic account, and filling out the necessary information to complete the PQQ.
For internal users, the user flow was developed around admin tools needed to successfully pass or fail companies / sole traders based on the information they had provided.
With the research gathered from both London Projects and online platforms, as well as a working user flow, I started to sketch up what the PQQ might look like, and how it could potentially function within the iTrackProjects platform (and brand), as well as considerations for it operating as a separate entity as a ‘white label’ offer.
The initial sketches provided a good outline for the wireframes, where I primarily focused on the form layout and the content which would sit within the form.
The design is within the iTrackProjects brand guidelines, but also reflects the need from core users for the design to be relatively plain and visually simple. For an internal review, I also put together a brief demo/prototype for the Directors and Developers to get feedback on structure, design and the content within the PQQ.
For internal staff, the back-end tools are monitored and checked by multiple ‘area owners’ (Finance, Health & Safety, Site Managers) each of which must review the application and respond with an applicant approval, a request for follow up information from the applicant, or an applicant rejection based on the information given.
The admin tools were developed to ensure each ‘area owner’ was easily able to review their areas of the PQQ and provide quick feedback / responses, keeping on track of all submitted PQQs.