will crum

Pienso Extraction Demo

Rapidly unblocking channel sales to unlock the IDP market

  • UX
  • 0->1
  • design sprint
  • leadership
Invoice extraction demo tool showing automatically extracted fields

Watch Pienso's head of sales demo the tool live here.

We designed a demo tool to show off Pienso’s new invoice extraction capabilities — in under a week.

Read case study

Team

Design Will Crum (UX lead), Ennio Dybelli (UI lead), Sonia Wu (UX)

Development Felipe Balduino Cassar

Background

We had the tech to compete in the big-money ‘intelligent document processing’ (IDP) market — if we moved quickly.

Objective

Create a demo site that resellers can use to showcase Pienso's new invoice extraction capabilities.

Process

  • 5-day sprint – We went from brief to dev handoff in 1 week, and a working demo site in <6 weeks.
  • Phased MVPs – We structured our hand-off designs so they could be built in stages.
  • Stakeholder reviews – We consulted our reseller users before and after the sprint.

Challenges

  • Time crunch – Leadership asked what we could design in one week.
  • Low bar for MVP – Expectations were low, but design knew that a better UX would make for a stickier demo.
  • Partner buy-in – Before we could impress customers, we needed to impress the resellers.

Background

  • Rapid delivery – We went from brief to dev handoff in 1 week, with a working demo site 5 weeks later.
  • Nice-to-haves included – The phased MVP approach got design's desired features into final scope.
  • Sales, enabled – Pienso could now take center-stage in our resellers' IDP-related sales presentations.
Work