Matthew

Flynn

Portfolio

Review

RFx generator
refresh

Introduction

Project Details

RFx Generator Refresh

Building a sleek, modern process for efficient RFP submission for Prokur's RFx generator.

Head of Design

Jr. Designer

PM

Tech Lead

FE Developer

Figjam

Figma

Github

Framer

  • Discovery and Research

    • Spring 2025

  • Ideation

    • Summer 2025

  • Build and test

    • Fall - Winter 2025

Procurement Journey

Results

< Before

Before

After >

After

Problem

As an organization procurement leader, I need a way to create quick, reliable RFPs that drive vendor engagement but also allow the use of tried and true RFP creation methods.

Long email chains

Outdated software

Pen and Paper

Post its

Excel spreadsheets and Google Docs

"I am not ready to overhaul my process but I am looking for ways to be more efficient and find better vendors."

-Procurement Leader

Research and Discovery

Comprehensive competitive and comparative analysis.

Comprehensive competitive and comparative analysis.

Task analysis during demos with potential clients

Task analysis during demos with potential clients

User Personas for Buyer, Vendor, and Hybrid organizations.

User Personas for Buyer, Vendor, and Hybrid organizations.

Product and business partner brainstorming

Product and business partner brainstorming

User interviews with Procurement experts

User interviews with Procurement experts

"A vendor is not as savvy as we think they are. …They don’t know how to make themselves viable in a system like this."

"If the RFP is written the right way then it should be easy to decide, the same people will decide on bid winner"

Regular cadence of product team meetings to establish feasabilty and product requirements.

Regular cadence of product team meetings to establish feasabilty and product requirements.

Redefine the Problem

IF

We stick with the drag and drop RFP creation pattern…

AND

…writing RFPs is a time consuming process that varies from organization to organization…

THEN

…users will feel burdened rather than freed by the customization.

HOW MIGHT WE

…allow Buyers to seamlessly incorporate different file types?

…standardize RFx for future tools (Search, Marketplace)?

…make it easier to create documents on different devices and screens?

…allow the vendor to have a standard document to respond to?

…let vendors onboard and respond easily and cheaply?

…make addendums easier to manage?

Insights

Collaboration is key

TASKS

Users collaborate with internal stakeholders (executives, department heads) to define project needs.

Modern adoption will take time

USER BEHAVIORS

Rely on spreadsheets and project management tools (e.g., Trello, Asana) to track vendor responses.

RFP creation is iterative and non linear

ASSUMPTIONS

Users may need the ability to add additional clauses, terms, or agreements to procurement contracts after the initial agreement has been made.

Communication between buyers and vendors is innefficient.

INSIGHT

Vendors and Buyers often different methods and tooling during the procurement process.

Northstar

A form based approach that allows users to fill out common fields but also include custom attachments for additional clarity.

Wireframe

Usability Test

Handoff

Prototype

Launch

  • Q4 2025

  • Includes AI features to help simplify response vetting.

  • Scoring Criteria customization

  • Enhanced scoring and results for judges

  • Free RFP for organizations to test run the product

Iterate