03 — Projects
Murex
Voice Process
An integration component that lets salespeople enter a negotiation on the client's behalf, directly inside the platform.
The problem
Salespeople had no module in the Murex platform allowing them to capture a negotiation in the client's name: it only worked if the client entered it themselves. Clients were therefore forced to build their own solution for their sales desks.
Information hierarchy
I identified that one of the most decisive pieces of information is whether prices are current, about to expire, or already expired. That status is restated obviously, clearly and consistently throughout the negotiation form.
One of the most decisive things to know is whether prices are current, about to expire, or already expired.
Keeping up with the pace of a phone call
The negotiation form has to keep up with a live call: capture the request, price it and confirm it while the client is still on the line — so that the person on the phone never has to wonder whether the amount they are about to quote is still valid.
