Configure, price and Quote
Role
UX/UI Designer
Client
Experlogix
Duration
12 months
“Having a solid starting point is crucial to do adequate UX research”.
Overview
Experlogix CPQ (Configure, Price, Quote) is a software solution designed to streamline and optimize the process of configuring complex products and services, determining accurate pricing, and generating professional quotes.
A full revamp was long necessary, and it will ensure Experlogix CPQ a long-term competitiveness.
I worked on all aspects of the UX research and helped lead the testing projects, including its UI visuals and UX testing mocks.
User Interviews
With the UX team, I performed video interviews with users to obtain insights about their present conditions, habits, familiarity with their daily and work routines, and any challenges they may have.
Findings from interviews
Goals
Interview insight #1
Growing
The individual wants to grow as a leader, aiming to manage a team of technical solution architects. They are focused on improving their modeling skills and leadership abilities, with the goal of reaching a manager or director-level position.
Interview insight #2
Stability
They excel in challenging environments and want to continue managing talented teams. They are satisfied with their current role but seek opportunities for growth and leadership.
Interview insight #3
Time
Having time for personal interests is essential. They value autonomy over their schedule to balance productivity with personal fulfillment.
Interview insight #4
Customer Satisfaction
Ensuring a positive customer experience is key to their approach. They are committed to delivering user-friendly products that meet customer needs.
Needs
Interview insight #5
Clear Usability
They believe product functionality should be intuitive and easy to understand. They focus on creating user-friendly systems by efficiently incorporating external information.
Interview insight #6
App features
They envision a fully online design center with auto-saving features in the cloud, which they believe would improve system usability and user experience.
Pain points
Interview insight #7
Software performance
They are frustrated by software that fails to perform as required, especially when new features disrupt existing functionality. Thorough testing and maintaining existing features are important to them.
Frustrations
Interview insight #8
Unclear instructions
Unclear task definitions and missing documentation are challenges they face. They believe that up-to-date documentation and access to subject-matter experts would improve efficiency
Interview insight #9
Not being able to delegate
They are concerned about giving new team members too much responsibility without sufficient guidance, which can affect work quality. Proper delegation and support are important to them.
Interview insight #10
Mixed opinions
They find it frustrating when important tasks are not prioritized, leading to bigger problems later. They believe that key issues should be addressed promptly for smooth operations.
Interview insight #11
Fail to meet expectations
They struggle when they are unable to meet client expectations, particularly when they are presented as an expert in unfamiliar areas. Meeting expectations and being positioned correctly is vital to them.
Motivations
Interview insight #12
Growing and learning
Success for them means continuous growth and learning. They are focused on taking on more responsibilities and deepening their expertise.
Interview insight #13
Challenging
They are motivated by self-improvement and daily growth, constantly striving to enhance their skills and become better in their field.
Interview insight #14
Flexibility
Providing for their family is a priority, and they value a flexible work schedule to balance professional and personal life.
Interview insight #15
Team work
They highly value working with talented, supportive colleagues. A positive, collaborative team environment contributes to their job satisfaction.
User Persona
Based on the data gathered from these interviews I created the following three User Personas, summarizing an overall profile of potential users and their needs, which we might cover.
Juan Doe
35 years old
Behavior
Juan works 40 hours a week, his daily routine starts by scheduling his tasks for the day. He spends a lot of time in calls with co-workers and clients. He is passionate about providing solutions and doing his work efficiently.
Skills
Experlogix Design Center
Remote Desktop Manager
Excel knowledge
Written and verbal communication
Tools and Software
1.Microsoft Teams
2. Microsoft Suite (Mainly Word and Excel)
3. Databases
Hobbies
Spending time with his family
Reading
Outdoor activities
Needs
Juan needs to understand the functionality of every option in the design center next gen, he also needs to understand the hierarchy and how things are connected between the design studio and admin center.
Frustrations
Juan feels frustrated when he is working within a software and that software is not perfoming well. He doesn’t like to fail meeting expectations from other people and he’s worried when there is no clear definition of what is necessary to be done.
Professional goals
Juan's goal is to learn new skills that helps him keep growing in his current role, but he also wants to keep working in an environment where he can be challenged.
Motivations
Juan is motivated by having the potential to solve problems, creating things and enjoying the process.
Interviews - Gathering users' needs
Based on our User Personas, I scheduled some interviews-tests with Users to understand how they are currently using the platform and talk about its features.
For this first test, I choose two features using the current interface of CPQ: publish and import a project. I prepared a test plan with specific tasks to do for both features and key questions to generate a conversation where insights could emerge.
Usability test plan template: Import
For this first test, I choose two features using the current interface of CPQ: publish and import a project. I prepared a test plan with specific tasks to do for both features and key questions to generate a conversation where insights could emerge.
Usability test report: Publish and Import
The final product
Based on the insights gathered from user interviews and testing the current design, I identified insights that confirm the outdated look and feel of the CPQ layout, in contrast to other direct and indirect competitors. With the UX team, I gave priority on changing the design of different sections of the platform.
You can visualize the contrast between the previous version of CPQ and the new layout.
CPQ - Old version
CPQ - New version
Results and impact
Talking to some users of the platform has been incredibly valuable. This experience gave me deeper insights into their needs, challenges, and concerns when using the platform. This experience also helped us develop interview protocols and usability testing procedures for future UX research efforts.
This research supported my idea that the most impactful value proposition revolves around an individual's core motivation. I'm eager to refine the current usability paths and use the same strategy on other key sections of the new platform.
Next project:
Módulo referidores
Let's connect
Feel free to reach out for collaborations or just a friendly hello
davamartinezrod@gmail.com
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