Wingman
A software tool that SaaS companies can use to create business cases to convert their leads to clients.
Easy- Customization
Formula Based
Collaborative
Product Specific
Industry Specific
Project Timeline
Understanding the project requirements
Competitive Research
User Flow
Sketching, Low and High Fidelity Wireframing
Admin, user and super-admin side flow design
Feedback from client and changes
Meeting with client and live changes
Client Feedbacks and Changes
Sep 01
Sep 15
Oct 1
Oct 15
Nov 1
Nov 15
Dec15
Present
Problem Statement
Dec 1
Design Thinking
Design Process
01
02
03
04
05
Empathize
Define
Ideate
Client Call to understand Painpoints &
Wishlists
Competitor Analysis
Low-Fidelity Wireframes
User Flow
Prototype
Style Guide
High-Fidelity Wireframes
Feedbacks &
Changes
UI Changes and Feedback
Access Control and Super-Admin
Design
Project Requirements
To understand the requirements , we got on a call with the client and went through the documentation provided by them. So, the key requirements were :
Document Creation
The final output should be a ppt and this ppt will be used by Wingman’s client while they pitch on their clients
to invest in their product/company.
Dynamically populate documents with input and calculated values.
Products option would be CRM,HRMS, etc.
Survey Integration
Wingman’s client has a one-on-one with the Wingman team to gather initial input values. These values are the values of Wingman’s client’s client. They could vary from the employee size, overall revenue, sla penalty costs, and more.
Support multiple question types (text, numeric, dropdowns, etc.).
All those values has to be filled compulsorily.
Assumptions Management
Pre-populated assumptions specific to the product (CRM or HRMS). The values that the obtain from the above survey are called assumptions
Editable fields with dynamic impact on benefits.
Option to attach remarks or rationale for each assumption.
Historical data or benchmark comparison for validation.
MVP
Benefit Analysis
Wingman’s client’s product provides those benefits.
It could be monetary or non-monetary benefits.
Steady-state benefits and yearly ramp-up displayed clearly.
Breakdown by categories (e.g., efficiency, cost-saving, revenue generation).
Collaboration
Role-based permissions (managers, editors, viewers).
Version control with sub-version tracking.
Comments and feedback sections for team discussions
User Flow
Flow Chart
Wingman
High-Fidelity Wireframes
UI Guide
The design has been created for three types of users:
i) Normal User a.k.a Wingman’s client
ii) The admin team i.e Wingman Team
iii) The superadmin team i.e Wingman Founders
Following are the normal user side screens
Document List
The document list shows all the documents created by different users, which are created for different clients of Wingman.
Once the user clicks on Create Document button, they are expected to fill basic details about the document, what the company’s product is, their industry, document name, account name and more. There are two tabs i.e Details and Value Drivers. This is the screen under the “Details” Tab.
Create Document
Depending upon the product chosen under the “Details” tab, the respective value drivers are shown. Value Drivers are basically the values that drive the components in the product.
Create Document
Under this tab, user can view all the objectives, challenges and solution capabilities of the company and their product. This will be on the first page of the output PPT.
Opportunity Overview
In this tab, all the value driver categories are shown below, depending upon the selected product. Under each value driver category there are value driver components which shows the individual monetary and operational benefit. User can choose to select/deselect the particular component.
Value Drivers
In this tab, all the assumptions about Wingman’s client’s client is taken into consideration like Annual Revenue, No.of Employees, Annual Working Hours, No. of Customers etc.
Assumptions
The investments tab shows the the ROI upon investing on the client’s product. User has the option to show the calculations via 3-year phase, 5-years and 7-years.
Investments
The three screens below shows the summary which has 3 tabs.
i) Overview - It shows the ROI,NPV and Payback Period
ii) Value Driver Analysis - It shows the monetary and operational benefits.
iii) Non-Monetary Value Drivers - It shows the overall summary and non-monetized benefits
Summary
Wingman - A Business Case Tool
A software tool that SaaS companies can use to create business cases to convert their leads to clients.
CLIENT
Wingman Team
PROJECT TYPE
Desktop Design, Admin and Super-Admin Design
ROLE
UX Designer
Problem Statement
Demonstrating ROI
SaaS companies face difficulty proving the tangible ROI of their solutions to clients.
Inefficiency
Crafting personalized business cases is time-intensive and resource-heavy.
Lack of Personalization
Generic proposals fail to address unique client needs and challenges.
Data Fragmentation
Input data is scattered across formats, creating delays and inefficiencies.
Missed Opportunities
Ineffective communication of value leads to lost deals and extended sales cycles.
Problem Statement
Solution
Solution
Wingman simplifies business case creation with:
Automated Calculations:
Pre-populated, editable assumptions for ROI and impact metrics.
Seamless Data Collection:
Collect inputs via surveys, email requests, or external links.
Collaboration Tools:
Real-time updates, role-based access, and version tracking.
Personalized Outputs:
Generate tailored PPTs/Excel files and engaging dashboards.
Future Features:
Mobile app, CRM integration, and timeline tracking for enhanced
scalability.
Empower Deals, Elevate ROI
Wingman simplifies business case creation with pre-built templates and automated calculations, letting users focus on impactful narratives..
Business Case Creation
Seamless Collaboration
Wingman enables seamless collaboration with role-based access, version control, and live updates, ensuring all inputs are captured.
Wingman uses powerful tools to deliver data-driven insights, ensuring every business case demonstrates ROI and impact.
Data-Driven Insights
Customizable for Your Needs
Wingman adapts to SaaS and B2B needs with CRM/HRMS integrations and flexible benefit calculations to match your goals.
Future-Ready Capabilities
Wingman scales with your business, offering mobile support, CRM integration, and sub-versioning to stay competitive.
Delivering Impactful Outputs
Wingman transforms data into compelling Excel reports and PowerPoint presentations, driving impact with decision-makers.
Competitors
DecisionLink
Mediafly
ROI4Sales
Salesforce
Analysis
Comprehensive value selling platform with strong CRM integration and pre-built templates for business cases.
High setup and customization complexity for new users.
Strength
Weaknesses
ROI Calculators
CRM Integration
Business Case
Templates
Collaboration Tools
Data Visualization
Excellent for personalized customer engagement with dynamic ROI and value storytelling.
Can be expensive for small to mid-sized companies.
Highly focused on ROI justification and tailored for technology and SaaS companies.
Limited flexibility for industries outside SaaS and technology.
Not specialized for ROI or value-based selling; requires significant customization.
Industry-leading CRM with robust reporting and analytics capabilities.
Features
User Flow
Logo & Style Guide
After careful thought and consideration, I went with the first logo design because wingman is a software tool that helps businesses grow financially. So the logo should be more formal, but also classier. Hence I went with the first option.
Low-Fidelity
Typography
Poppins
I chose Poppins for Wingman because it offers a modern, clean, and professional look that aligns with the tool's purpose of creating polished, business-oriented documents.
Wingman
Dashboard
Documents
Digital Guided Coaching
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Change Language
Allen Walker
allenwalker@gmail.com
Search
Document List
+Create Document
Semi
Poppins
Semibold
56
120%
-0.13px
Text
Icon Set
Components
Toggle Buttons
Buttons
Cost Takeout
Business Growth
Cost Takeout
Business Growth
One-Year
Multi-Year
One-Year
Multi-Year
Tabs
Inactive
Active
Inactive
Active
Checked
Unchecked
Conclusion
Scope & Improvement
The Wingman tool successfully enables SaaS companies and B2B sellers to create tailored business cases, showcasing ROI and business impact effectively. By automating benefit calculations, offering dynamic assumptions, and facilitating collaboration, Wingman enhances sales efficiency and decision-making. Its versatility in addressing CRM and HRMS needs makes it a valuable tool for driving client buy-in.
01
Deeper Customization
Enable more options for branding, layout, and emphasizing client-specific metrics in generated documents.
02
Enhanced Data Integration
Expand CRM and third-party tool integration for real-time updates.
03
Version Control
Add audit trails and track changes.
04
Mobile Version
Develop a mobile-friendly version.
05
AI Insights
Use AI to suggest solutions and highlight improvement areas.
06
Interactive Visuals
Incorporate more dynamic data visualizations.
Learnings and Reflections
User-Centric Design: Empathy-driven design enhances user satisfaction.
Dynamic Features: Real-time updates build trust with clients.
Collaboration: Role-specific workflows improve efficiency.
Iterative Feedback: Continuous user input ensures product alignment with needs.
Simplicity vs. Functionality: Striking a balance is key to broad adoption.
This concise summary highlights Wingman’s success, improvement areas, and key takeaways. Let me know if further adjustments are needed!