Designing a procurement chatbot to enhance discovery and research

Industry

Supply Chain

Client

TealBook

Role

Lead Designer

Duration

1 Month

Team Size

2

Website

Website

Website

The product based on our prototype is currently in development

The product based on our prototype is currently in development

From brief to POC prototype in one month

From brief to POC prototype in one month

The platform displays data for 13M+ suppliers

The platform displays data for 13M+ suppliers

AI-based search in a large procurement database

The challenge

Tealbook approached us to help ideate, design & prototype its new digital experience aiming to allow expressive access to and searching of large amounts of procurement data by mixing an LLM based chatbot interface, with data-rich features. We needed to bring as much value as possible in a time compreesed process of 2 sprints.

Role

As the main designer on the project, I worked closely with my design director to deliver impactful designs within a tight timeframe. I was the main hands-on designer for the project, which was both exciting and rewarding.

Project Outcome

By the end, we had a working prototype with about seven key screens, supporting the proof of concept for our idea. Building on and enhancing TealBook’s existing design, we visually designed the screens rather than just creating wireframes. The platform helps procurement teams discover new suppliers, gain insights into existing ones, and generate reports with key details like certifications, business info, industry, location, and more—along with AI-powered supplier recommendations.

Project's Process

Benchmarks & Discovery

Due to time constraints, we had to efficiently conduct the discovery process on market competitors and chatbots while still gathering valuable and actionable insights.

Position #2

Position #3

Position #4

Position #5

Position #6

User Journey & Storytelling Workshop

To create a focused prototype that addresses TealBook’s most common user, we developed a user journey that guided the screen creation and ensured clear communication of the concept. We needed to understand how to transform a standard database search into a conversational experience with a chatbot.

Position #2

Position #3

Position #4

Position #5

Position #6

IA & UX

Based on the user journey and insights from commonly used chatbots, we built the information architecture for the new platform. Once that was in place, we began sketching a variety of wireframes, focusing on issues such as generating reports from the chatbot search.

Position #2

Position #3

Position #4

Position #5

Position #6

Visual Design & Prototyping

We designed a set of screens based on TealBook's current brand guidelines and created a clickable prototype for the client to showcase our work within the organization.

Position #2

Position #3

Position #4

Position #5

Position #6

Benchmarks & Discovery

Due to time constraints, we had to efficiently conduct the discovery process on market competitors and chatbots while still gathering valuable and actionable insights.

Position #2

Position #3

Position #4

Position #5

Position #6

User Journey & Storytelling Workshop

To create a focused prototype that addresses TealBook’s most common user, we developed a user journey that guided the screen creation and ensured clear communication of the concept. We needed to understand how to transform a standard database search into a conversational experience with a chatbot.

Position #2

Position #3

Position #4

Position #5

Position #6

IA & UX

Based on the user journey and insights from commonly used chatbots, we built the information architecture for the new platform. Once that was in place, we began sketching a variety of wireframes, focusing on issues such as generating reports from the chatbot search.

Position #2

Position #3

Position #4

Position #5

Position #6

Visual Design & Prototyping

We designed a set of screens based on TealBook's current brand guidelines and created a clickable prototype for the client to showcase our work within the organization.

Position #2

Position #3

Position #4

Position #5

Position #6

Benchmarks & Discovery

Due to time constraints, we had to efficiently conduct the discovery process on market competitors and chatbots while still gathering valuable and actionable insights.

Position #2

Position #3

Position #4

Position #5

Position #6

User Journey & Storytelling Workshop

To create a focused prototype that addresses TealBook’s most common user, we developed a user journey that guided the screen creation and ensured clear communication of the concept. We needed to understand how to transform a standard database search into a conversational experience with a chatbot.

Position #2

Position #3

Position #4

Position #5

Position #6

IA & UX

Based on the user journey and insights from commonly used chatbots, we built the information architecture for the new platform. Once that was in place, we began sketching a variety of wireframes, focusing on issues such as generating reports from the chatbot search.

Position #2

Position #3

Position #4

Position #5

Position #6

Visual Design & Prototyping

We designed a set of screens based on TealBook's current brand guidelines and created a clickable prototype for the client to showcase our work within the organization.

Position #2

Position #3

Position #4

Position #5

Position #6