Target-Actual Comparison, a Budget Reporting Tool

This case study details the design process for Cosuno’s Reporting feature to provide the General Contractor with a complete tendering budget report experience.


Background & Problems

Cosuno, a cloud-based software, streamlines the tendering process for construction projects. It allows general contractors to plan projects and invite subcontractors to bid through the platform.

As of August/September 2021, the platform only allowed general contractors to manage the tendering part of the process, from preparing and publishing projects to negotiating and awarding contracts to winning subcontractors.

Problem: High platform drop-out rate after negotiating with subcontractors in person & after revising bids following negotiations (end of flow)

My Responsibilities

Design a clickable prototype and prepare questions for usability test

Participate in user research, usability test, and analyze user feedback

Create design and technical hand-offs

Impacts

Provide the GC with a complete tendering process, from preparation to award and budget report

Motivate the GC to enter awarded bid amounts when awarding a bid so that they can use this data in the report, thereby increasing the awarded bid volume

Discovery

User Research

The user flow with indications of where users tend to drop out of the platform
High drop-out rate after negotiating with subcontractors in person
High drop-out rate after revising bids following negotiations

Competitive Analysis

The budget report is available on most competitors’ platforms.

Contracts are not as popular and are mostly done through a third-party integration.

User Feedback

Asynchronous feedback mentioned Target-Actual Comparisons and Contracts very often.

Define

Prioritization

Contract is harder to implement & acquire new users at this stage. Implementing the budget report feature right after awarding will give users the motivation to award bids on platform.

Job-to-be-Done

The user flow with indications of potential additions to the flow

As a construction quantity surveyor (Kalkulator*innen) or project manager, after I have chosen the most suitable subcontractor for a project, I want to easily compare the awarded bid amounts with my initial project budget breakdowns so I can evaluate the effectiveness of the tendering process.

Prototype

The proposed user flow
The proposed user flow
The prototype used in final validation
The prototype used in final validation

Assumptions, to Be Validated

  • Users might only be interested in the budget report when all costs are available on the platform, i.e., after awarding a bid.
  • The entry point to this feature might make the most sense underneath the final cost – the awarded sum.
  • Users might be interested in the following information:
    • Comparison: project target cost vs project actual cost
    • Comparison(s): bid package target cost vs bid package actual cost
    • Each bid package’s ID, name, and current status

Validation & Usability Test

Research Questions

  • Do the majority of users need this feature?
  • How might we increase awareness of the feature and best lead our users to the budget report feature?
  • What is the necessary budget-related information?

Participants

We talked to customers, both those who wanted this feature and those who didn’t mention this feature at all, to see what they thought of our idea.

Findings

Validated Hypotheses

  • All users understood the budget overview and confirmed the need for such a feature.
  • All users could find the budget overview without any aid from our side.
  • All users found the data visualization easy to understand.
    • One user suggested a percentage breakdown of budgets.
    • One user asked to add the sum of bid packages’ targets to the visualization.

Results

The reporting feature motivated users to award their bids and enter the awarded bid sum, resulting in a 150% increase in monthly awarded bid volume within one month after its release.

Bonus: Later Iterations

Job-to-be-Done

As a construction quantity surveyor (Kalkulator*innen) or project manager, I want to be able to view the quantitative project data in one place, so that I can quickly see the project status and success with one sight.

Context

This story added more information and reflect the Leistungsphasen nach HOAI (HOAI Construction phases) in the cost reporting feature so that it’s closer to the cognitive model of the users who follow that standard.

Key Takeaways

Increasing the usage of a feature does not always require improving the feature itself. Sometimes, it is more effective to improve the steps around that feature in the user flow so that users are more motivated to use it.

It’s more reasonable to make assumptions when you have a solid foundation, such as prior user research or industry standards. However, it’s crucial to validate these assumptions before basing important decisions on them.

Team & Stakeholders

Seynabou Diop – Head of Product

Carmen Pölking – Product Manager

Constantin Eichstaed – Head of Design

Maximilian Seifert – Co-Founder / CTO

Simon Mathewson – Full-Stack Engineer