TCO Analyzer – Optimizing Sales Cost Analysis
UI & Interaction Designer
Duration: 2 weeks
The TCO model for surgical robotics was previously managed through a complex Excel template, requiring extensive manual input and lacking real-time visualization or structured access. To enhance accuracy and efficiency, it was redesigned into an interactive PowerApps-based system with role-based access, automated reporting, and Power BI dashboards for seamless cost analysis.
Problem
The sales team relied on a complex Excel model for cost analysis, which led to usability challenges, manual errors, and slow decision-making. The spreadsheet required extensive manual input, lacked real-time data visualization, and had no structured user access, making it difficult to manage and interpret financial data effectively.”
Solution
To address these issues, a structured, interactive TCO Analyzer System was designed using PowerApps. This new system provides role-based access, real-time Power BI dashboards, and automated reporting, making cost analysis more intuitive, accurate, and efficient for the sales team.
Design Process
To address these issues, a structured, interactive TCO Analyzer System was designed using PowerApps. This new system provides role-based access, real-time Power BI dashboards, and automated reporting, making cost analysis more intuitive, accurate, and efficient for the sales team.
- Requirement Gathering – Identified user needs, Excel limitations, and key functionalities to retain.
- Wireframing – Created low-fidelity layouts to structure content and interactions.
- UI Iterations – Refined designs based on feedback, improving usability and visual clarity.
- Final Implementation – Delivered a structured, role-based interface with interactive dashboards and seamless data management.
Key Features
- Interactive Dashboards – Real-time cost analysis with Power BI visualizations.
- Client Records Management – Sales team can create and manage client records, with editing restricted to record creators.
- Automated PDF Reporting – One-click report generation for quick sharing.
- Role-Based Access Control – Ensures secure data handling, with structured access for sales and admin users.
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