Intralinks Case Study
Enterprise End-to-End Software Solution for Deal Managment
Intralinks is a global technology provider of inter-enterprise
content management and collaboration solutions. Its products
serve the enterprise collaboration and strategic transaction
markets, enabling the exchange, control, and management of
information between organizations.
Deal Suite Vision Design Goals
Design Goals
Primary Design Goal
Primary Design Goal
- Vision artifacts: user journeys, task analysis, high level wireframes to illustrate the aspirational user path from deal sourcing to close
- Design validation through external customer interviews
- Ranking of needs/most critical solutions to inform MVP
- Follow identified aspirational path when working on next MVP
Primary Design Goal
Primary Design Goal
Primary Design Goal
Our design goal was to create an aspirational user path through the entire deal process and to identify which solutions were the most critical to inform MVP. I was engaed on this project as the UX designer responsible for creating Vision artifacts. I’ve worked alongside User research team which did the customer recruitment and together we worked on User Research Analysis. When creating these Vision artifacts I received and iterated design feedback through team design reviews.
Who we were solving for (persona)
Primary persona:
Investment Banker M&A Advisor Associate
Secondary persona:
Investment Banker M&A Advisor VP
Secondary persona: Corporate Development Director (sell-side)
Persona needs
- Securely collect and store deal documents from their client Secure place for deal team to collaborate and prepare VDR
- Efficient way to market the deal to potential buyers in a way that results in finding most promising buyers quickly
- Speed up the VDR set up with workflow tools for document review/approval
- Streamlined process for evolving a deal team space to a buyer-ready VDR
- Easy/quick way to provide deal status during any phase of the deal
Happy path Design Process
User Journey,Task Analysis and Mental Model Maps
To map the user journey through the M&A deal our research group helped us recruit actual customers for “Day in a Life” research interviews.
As part of the journey discovery we’ve mapped out tasks and mental models for each phase of the deal.
In addition, the UX research team organized a series of interviews with internal SMEs
to help the team to form a high-level picture and context for a complete
end-to-end deal management.
During discovery we also collected our customer’s Excel spread sheets that they used to manage their deal workflow. The data and structure helped us inform mental models of our customers.
Through task analysis we identified 9 functional components that could deliver the
end-to-end Deal Management solution.
To derive Deal Suite MVP we mapped the nine functional components across the entire journey to get visibility into the components that we needed the most. We used them to rank their order to inform the Deal Suite MVP.
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Happy path Design Process
Information Architecture
We’ve identified the core functional components and as a next step we mapped out the Information Architecture for each phase of the deal.
At a design team outting, the entire design group engaged in white board affinity excersizes to map and discuss the deal managment solution, deal dashboards, and their optimized versions for each persona need.
Book a Session
If you're interested in scheduling a design session or would like to discuss a project, please don't hesitate to contact me. I'd love to hear from you and discuss your ideas.
High Level Screen wireframes
Uber Dashboard
Uber Dashboard
Uber Dashboard
Uber Dashboard offers visibility of progress across multiple deals at flight. We wanted the user to be able to drill down to the Deal Dashboard easily and quickly, the Advisor Associate persona spends most of his/her time managing deal progress in here.
Deal Profile
Uber Dashboard
Uber Dashboard
Deal Profile screen, displaying deal data which is imported into the Deal Suite from Deal Nexus, Intralinks deal seller/buyer matching product.
Deal Marketing
Uber Dashboard
Deal Marketing
Marketing phase, like all phases are defined by milestones, based on a recommended DealSuite template, and allowing user the flexibility to definine each milestone and its target date completion, artifacts/documents needed.
Timeline element is visually aiding the upcoming milestones and their target dates. Missed Target dates set overdue Task Alerts in the dashboard UI. Shown by a red location marker, or red text in the wire below.
Deal Prep
Tasking Workflows
Deal Marketing
Deal Prep phase; here buyers request a list of documents that are going to be part of the Virtual Data Room (VDR) during the Due Diligence (DD) phase of the deal. Deal Prep is a preparation stage of the VDR where all documents are provided by the seller but the Data Room (DR) is not open to the Buyers. Timeline displays a date “Data Room Open”indicator to the user and creates a timebox reference for the team’s progress in the deal phase.
DealEcosystem
Tasking Workflows
Tasking Workflows
To form a high level view on the overall Deal Suite Vision,
I took an educated guess at what an Ecosystem could look like
based on the 9 functional components.
For mobile VDR solution the existing products had a low adoption, the primary platform for users is the web product. Mobile could compliment the user experience of the web by providing business intelligence through smart notifications and real time deal progress updates.
As well as supporting the user on the go with light task flows that would enable the user to to move the project towards the next milestone.