Case Study: bfinance streamlines online RFP procurement with Pancentric Digital

bfinance streamlines 400-question RFP journeys with Pancentric Digital

bfinance, an award-winning investment consultancy firm, sought to improve its online RFP procurement portal, which was initially IT-led and featured poor user experience. They engaged vendor Pancentric Digital to address key UX challenges, particularly around task orientation, within their complex process involving long question sets and multiple stakeholders.

Pancentric Digital implemented a user-centered design approach focused on simplification and feature prioritization. They created wireframed concepts with a cohesive UI, emphasizing information hierarchy, progress status, and collaboration tools for assigning questions to colleagues. The solution, which included both dark and light blue variants, resulted in a more intuitive and frictionless digital experience. The new portal entered beta, successfully onboarding increasing volumes of users and demonstrating bfinance's commitment to being a good business to work with.

Bfinance