Industry

Financial

Role

Lead Product Designer

Period

2022 - 2023

savvi is a SaaS startup with a mission to accelerate B2B transactions, and create a new category of software which will revolutionise how companies buy and sell technology.

savvi is a SaaS startup with a mission to accelerate B2B transactions, and create a new category of software which will revolutionise how companies buy and sell technology.

savvi is a SaaS startup with a mission to accelerate B2B transactions, and create a new category of software which will revolutionise how companies buy and sell technology.

Problem statement

I joined savvi during its early stages, taking on the role of Product Designer to help revolutionize the way companies manage their software contracts and transactions. savvi aims to create a new category of software that accelerates B2B transactions and optimizes spend management, allowing companies to track their contracts, renewals, and find better deals from new sellers. The goal was to address inefficiencies in the procurement process and provide businesses with the tools to manage their software investments more effectively.

Competitor analysis

To better understand the competitive landscape, I researched existing spend management and procurement solutions in the market. I examined SaaS products such as Coupa, Ivalua, and Ariba (SAP) to identify their strengths, weaknesses, and functionality. By analyzing these competitors, I gained insights into what was already working in the industry and where savvi could offer a distinct advantage in terms of visibility, control, and transaction efficiency for B2B software buyers.

Product assessment

I began by conducting a thorough review of the existing savvi product, evaluating the user journeys to identify areas for improvement and potential redundancies. This involved a mix of desk research, where I familiarized myself with typical user tasks, and discussions with key internal stakeholders who provided insights into the most problematic task flows. I mapped out the key user flows with screenshots and annotations, followed by high-level user flow diagrams that outlined how the product could be optimized for better spend management and contract tracking.

Wireframes

After mapping out the user stories and flows, I began developing low-fidelity wireframes to explore multiple design solutions. These wireframes were reviewed and iterated on with the team, allowing us to refine the product’s user experience and ensure that all essential features were clearly represented, such as contract management, vendor discovery, and renewal alerts.

Core values

In designing savvi, we stayed true to three core values:


Efficiency

The platform had to streamline B2B transactions, simplifying the procurement process.


Transparency

Users needed clear visibility into their contracts, renewals, and vendor options.


Scalability

The system had to scale to meet the needs of companies of all sizes, offering flexibility in managing software investments.


These values drove every aspect of the design, ensuring that savvi would deliver a seamless and intuitive user experience while addressing the key pain points of procurement.

In designing savvi, we stayed true to three core values:


Efficiency

The platform had to streamline B2B transactions, simplifying the procurement process.


Transparency

Users needed clear visibility into their contracts, renewals, and vendor options.


Scalability

The system had to scale to meet the needs of companies of all sizes, offering flexibility in managing software investments.


These values drove every aspect of the design, ensuring that savvi would deliver a seamless and intuitive user experience while addressing the key pain points of procurement.

In designing savvi, we stayed true to three core values:


Efficiency

The platform had to streamline B2B transactions, simplifying the procurement process.


Transparency

Users needed clear visibility into their contracts, renewals, and vendor options.


Scalability

The system had to scale to meet the needs of companies of all sizes, offering flexibility in managing software investments.


These values drove every aspect of the design, ensuring that savvi would deliver a seamless and intuitive user experience while addressing the key pain points of procurement.

Design

While aiming for a modern and professional design, I focused on ensuring the platform felt trustworthy and reliable, as the target audience consisted of companies managing critical software investments. The design incorporated savvi’s brand color—yellow—paired with green as a secondary accent color. These colors were used strategically to convey energy, innovation, and growth while maintaining a clean, structured UI that followed best practices in UX. I ensured that the interface was intuitive and user-friendly, with clear visual hierarchy and consistency across the platform to support the needs of users throughout their procurement journey.

Dashboard

The Contracts Dashboard provides a comprehensive overview of active contracts, contracts nearing their termination period, and expired contracts. The dashboard features both a kanban view and a table view, allowing users to choose their preferred layout for managing contracts. Key information is displayed, including contract costs, end dates, duration, suppliers, auto-renewal status, and assigned risks. The intuitive interface makes it easy for users to stay on top of contract management, with clear call-to-actions (CTAs) to add new contracts, renew existing ones by starting an initiative, or view ongoing initiatives. This streamlined approach helps businesses efficiently track and manage their software contracts and stay proactive about renewals.

Initiatives

The Initiatives feature offers two streamlined ways to kickstart a new project or renew an existing contract. Users can either create an initiative from scratch, entering general information, assembling a team, and uploading relevant files, or they can choose to renew an existing contract. In the latter case, the system pre-populates all relevant data from the current contract, allowing for a faster and more efficient setup process. These flexible workflows ensure that whether users are starting fresh or managing renewals, they can quickly and easily initiate the necessary actions to keep their contract processes moving forward.

Requests

Once an initiative is launched, users can engage with suppliers through the Requests feature, facilitating collaboration until both sides come to an agreement. This space functions like a project management tool, allowing users to upload files, exchange comments, and track progress by changing the status of tasks. Requests can be marked as complete once agreements are reached, ensuring that both parties remain aligned and that all necessary documents are shared and approved. The collaborative environment streamlines the negotiation process, keeping everything organized and transparent.

Suppliers & Activity

The Suppliers page allows users to manage their vendor relationships, offering visibility into the team members involved from each supplier’s side. This makes it easier to collaborate effectively and keep track of key contacts. The Activity page acts as a centralized log, displaying all actions taken within an initiative—such as updates to requests, file uploads, and task completions—ensuring users have full visibility over the progress of their projects. Together, these features streamline supplier collaboration and provide a clear overview of initiative-related activities.

Contracts

The final step of the initiative is where users finalize and close the initiative by confirming contract details and officially adding the contract into the system. The first screenshot showcases this critical step, ensuring all contract specifics are accurately entered. Once the contract is added, users can access the Contract Details page, which provides a comprehensive view of key information, including notice periods, end dates, risk levels, and more. A prominent call-to-action (CTA) to renew the contract is easily accessible, helping users manage their contracts proactively and avoid missed renewals.