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Configure, Price and Quote

Role

UX/UI Designer

Client

Experlogix

Duration

12 months

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.

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

Microsoft Teams
Microsoft Suite (Mainly Word and Excel)
Software 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.

Define to tackle problems

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on the insights gathered from user interviews and testing the current design, I identified insights that confirm the outdated look and feel of the CPQ layout, in contrast to other direct and indirect competitors.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.

CPQ - Old version

Ideate the best solutions

After identifying specific problems in the old layout, Brainstorming sessions were prepared to generate ideas, choose the most adequate to cover those problems, and create sketches and wireframes to transform those ideas into tangible MVPs.

Brainstorming sessions

Voting for the best solutions

The selected ones pass to prototyping

Prototype the best experience

Those Sketches and Wireframes were transformed into High-fidelity prototypes. Per sprint, I worked on each feature to adapt it to the new design in order to obtain a robust and complete prototype that covers each CPQ feature boosting its User experience.

Mobile version

Tablet version

Desktop version

Expanded desktop version

CPQ - final version

Testing - Gathering enhancements

Based on our User Personas and the new design, 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

Usability test report: Publish and Import

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 me to 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

See Use Case

Let's connect

Feel free to reach out for collaborations or just a friendly hello