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Vicoland: the design process of defining roles in a project proposal

Vicoland is a product where teams of freelance experts and enterprise projects come together to deliver cost-efficient, high-quality and compliant professional services.

Animated overview of the Vicoland platform

Vocabulary

Vicos:
Virtual companies
Vico lead:
Managers of teams of freelancers who build a scope for projects that meets their client’s requirements
Vico members:
Freelancers in a Vico

Product overview

After building their Vico on the platform, Vico leads look for clients and projects they can work on. When they receive a proposal from a client, they have to form a team before taking on the project. Often they don’t know who to assign tasks to, or simply don’t have enough team members at the early stages of the project. At the same time, they need to send a proposal to their client to move the negotiation forward.

Problem statement

  • – Vico leads take a long time to submit a proposal to their clients
  • – It’s not possible to fill talent gaps directly on the Vicoland platform
  • – Freelancers have no visibility of teams that need their skills for specific projects

Goals

  • – Reduce the time lag between the client and Vico transaction
  • – Enable Vico leads to fill talent gaps for projects via the Vicoland platform
  • – Enable freelancers to join projects that need their skills
Roles and responsibilities
Competitive analysis, ideation, wireframing, high fidelity design, prototyping
Tools
Figma, Miro
Timeline
30 hours
Deliverables
  • – A prototype that includes the interactions described
  • – Documentation that describes the flows, logic and interactions so that the design can be implemented by developers
  • – Any assets that help explain the design decisions, process and methods (flowcharts, sketches, research findings, etc.)

The first step was to understand the user flow of Vicoland and its competitors, to see how clients and freelancers sign up for jobs in this gig economy. Vicoland’s value proposition is slightly different: clients sign up Vicos rather than individual profiles, and Vicoland plays an active role as a mediator to keep communication between clients and Vicos fluid.

Competitor review board comparing the user flows of Vicoland and other freelance platforms

After reviewing the user flows of Vicoland and its competitors, I listed the challenges Vicoland users could face in reaching their goals.

Top voted goals alongside sticky notes of the biggest challenges to reach them, such as Vico leads not knowing who to assign what

Current user flow of the offer page for the Vico lead

Vico leads assign tasks to team members within the offer page.

Current user flow of the offer page for the Vico lead

Current user flow of freelancers

Freelancers have to be invited to join a project and cannot reach out to Vicos from the platform.

Current user flow of freelancers

Reframing the challenges as opportunities

The challenges were rephrased as How Might We statements to get into a solution-driven mindset. The plan was to overcome the obstacles that might prevent Vico leads and Vico members from achieving their goals.

How might we statements reframing the challenges

What additional steps can we add to the existing Vicoland user flow to overcome these challenges and help our users achieve their goals? I iterated on the existing user flow to map out a journey that fulfils each user goal.

Proposed user flow of a Vico lead after receiving a project invitation

Proposed user flow of a Vico lead after receiving a project invitation

Proposed user flow of a Vico member from the dashboard

Proposed user flow of a Vico member from the dashboard

Inspiration and sketching

Next, I looked back at the competitor review and beyond for more inspiration. The goal was to explore what a freelancer’s dashboard could look like, with offers to join a team published by Vicos.

Inspiration from freelancer dashboards on Join, Upwork and Otta, and recommended requests on FiverrSketches of the teams view and freelancer dashboard

Assets

The assets were traced from screenshots of the Vicoland portal, and the font sizes were collected with the Font Ninja Chrome plugin. I built a small library of reusable components as I moved into visual design and prototyping.

Use case 1: Vico lead

Current user flow

The whole process of creating an offer takes place on the offer page. A Vico lead has to predefine a Vico member next to every task before sending an offer to a client.

Current offer page where each task needs a Vico member assigned

Proposed user flow

The Vico lead can allocate a task to a role instead of a Vico member. For the scope of this assessment, the Vico lead can assign and manage roles from the teams tab.

Proposed offer screen with tasks allocated to roles

After selecting teams, the Vico lead lands on a screen where they can manage teams, manage and publish offers, and invite freelancers from outside their Vico. They can invite a freelancer directly, find one in the freelancer community, or publish a request for a freelancer with the skills that project needs.

Teams view for managing roles and team membersTeams view with the publish offer dialog openTeams view with three team members on board

Use case 2: Vico member

Currently, a freelancer waits for an invitation to join a Vico.

Current freelancer dashboard waiting for invitations

In the proposed design, freelancers can browse relevant Vico invitations and send in their proposal.

Proposed freelancer dashboard listing relevant Vico offers