{"id":1451,"date":"2017-03-28T19:13:55","date_gmt":"2017-03-28T19:13:55","guid":{"rendered":"https:\/\/notio.wpthemestudios.com\/?post_type=portfolio&p=274"},"modified":"2025-03-27T23:41:16","modified_gmt":"2025-03-27T23:41:16","slug":"contact-management-workflow","status":"publish","type":"portfolio","link":"https:\/\/helenkuusk.com\/?portfolio=contact-management-workflow","title":{"rendered":"Contract Management Workflow for Enterprise Customers"},"content":{"rendered":"
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Contract Management Workflow for Enterprise Customers<\/h2>\n[\/vc_column_text][vc_empty_space height=”50px”]\t\t\t
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The Challenge<\/h4>\n

The product is a workforce management platform<\/strong> used by companies to schedule shifts, manage leave, track time, and process payroll. While contract management for small and mid-sized businesses<\/strong> tends to be straightforward, enterprise customers<\/strong> operate at a much larger scale, involving multiple departments, complex workflows, and higher demands for data visibility.<\/p>\n

At the time, the platform didn\u2019t offer dedicated support for managing contracts across teams. This resulted in manual workarounds<\/strong>, limited transparency<\/strong>, and increased operational friction. The challenge was to design a scalable solution to support enterprise contract workflows – without rearchitecting the product or impacting smaller customers.<\/strong><\/p>\n

 <\/p>\n

Problem Discovery<\/h4>\n

To better understand the contract-related workflows of enterprise customers, we conducted a series of interviews supported by a UX researcher. These conversations revealed consistent pain points:<\/p>\n

    \n
  • A lack of centralised visibility<\/strong> into contract statuses<\/li>\n
  • Reliance on manual communication<\/strong> between departments<\/li>\n<\/ul>\n

    The insights helped us validate the opportunity and shape the direction of the solution. Instead of a fully-fledged contract management module, we focused on improving visibility and enabling API-level access<\/strong> for advanced customers.<\/p>\n

     <\/p>\n

    Design Sprint<\/h4>\n

    We ran a focused cross-functional design sprint<\/strong> with product, design, and engineering to rapidly explore and prototype possible solutions. Together, we:<\/p>\n

      \n
    • Mapped existing workflows used by enterprise administrators<\/li>\n
    • Identified lightweight UI improvements to expose contract statuses in-platform<\/li>\n
    • Prioritised OpenAPI extensions<\/strong> to support integration with customers’ internal systems<\/li>\n<\/ul>\n

      The proposed solution included:<\/p>\n

        \n
      • UI enhancements<\/strong> to improve visibility of contract statuses across departments<\/li>\n
      • New OpenAPI endpoints<\/strong> to allow enterprise customers to access and manage contract data programmatically<\/li>\n<\/ul>\n

         <\/p>\n<\/div>\n

        Prototype testing<\/h4>\n

        At the end of the sprint, we tested a functional prototype with enterprise users. Feedback confirmed that the updates addressed key workflow pain points and made the contract management process significantly more efficient. Only minor adjustments to wording and interaction design were needed before implementation.<\/p>\n

         <\/p>\n<\/div>\n

        Implementation<\/h4>\n

        I documented the final designs and collaborated with the product manager to prioritize development. The UI enhancements were implemented quickly, and the new OpenAPI endpoints were delivered as part of a targeted update for enterprise customers.<\/p>\n

        Crucially, this solution was built in a way that did not affect the experience for smaller customers<\/strong>, ensuring we met enterprise needs without adding unnecessary complexity to the broader platform.<\/p>\n

         <\/p>\n

        <\/h4>\n

        Key Outcomes<\/h4>\n
          \n
        • Improved contract visibility<\/strong> for enterprise administrators<\/li>\n
        • External data access<\/strong> via new OpenAPI endpoints<\/li>\n
        • No disruption<\/strong> to existing workflows for smaller customers<\/li>\n
        • Low-effort, high-impact implementation<\/strong><\/li>\n
        • Successfully delivered in 3 weeks<\/strong>, from discovery to handoff<\/li>\n
        • Strengthened trust and partnership with enterprise customer stakeholders<\/li>\n<\/ul>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space height=”64px”][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

          [vc_row css=”.vc_custom_1490788621627{margin-top: 80px !important;}”][vc_column width=”2\/3″][vc_empty_space height=”2px”][\/vc_column][vc_column fixed=”thb-fixed” width=”1\/3″ css=”.vc_custom_1490809100043{padding-left: 30px !important;}”][vc_empty_space height=”50px”][vc_column_text css=””] Contract Management Workflow for Enterprise Customers [\/vc_column_text][vc_empty_space height=”50px”][vc_empty_space height=”50px”][vc_column_text css=””] The Challenge The product is a workforce management platform used by companies to schedule shifts, manage leave, track time, and process payroll. While contract management for small and mid-sized businesses tends to…<\/p>\n","protected":false},"featured_media":1625,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","tags":[],"class_list":["post-1451","portfolio","type-portfolio","status-publish","has-post-thumbnail","hentry","project-category-b2b-saas","project-category-usability-testing","project-category-user-research","project-category-web"],"_links":{"self":[{"href":"https:\/\/helenkuusk.com\/index.php?rest_route=\/wp\/v2\/portfolio\/1451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/helenkuusk.com\/index.php?rest_route=\/wp\/v2\/portfolio"}],"about":[{"href":"https:\/\/helenkuusk.com\/index.php?rest_route=\/wp\/v2\/types\/portfolio"}],"replies":[{"embeddable":true,"href":"https:\/\/helenkuusk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1451"}],"version-history":[{"count":13,"href":"https:\/\/helenkuusk.com\/index.php?rest_route=\/wp\/v2\/portfolio\/1451\/revisions"}],"predecessor-version":[{"id":1737,"href":"https:\/\/helenkuusk.com\/index.php?rest_route=\/wp\/v2\/portfolio\/1451\/revisions\/1737"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/helenkuusk.com\/index.php?rest_route=\/wp\/v2\/media\/1625"}],"wp:attachment":[{"href":"https:\/\/helenkuusk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1451"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/helenkuusk.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}