Cloud-based Quoting Website

Project Overview

Context

This Cloud-based Quoting Website is a new tool built on a data processing platform to enhance the quoting and ordering experience for business partners. This initiative replaces another quoting tool and integrates with a configuration tool to improve self-service adoption.

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Goal: Transform the quoting experience while maintaining critical functionalities from existing systems. Thus, empowering partners to create accurate quotes quickly while offering the best pricing and product recommendations.

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Role & Responsibilities

As the UX Design Lead, I collaborated with stakeholders, PMs, development teams, and other project teams to create an intuitive quoting experience for business partners. My responsibilities included:

• ‍User Research & Interviews → Identified pain points, gathered feedback, and ensured alignment with user needs.‍
• UX Strategy & Wireframing → Designed a streamlined quoting flow, reducing complexity and improving efficiency.‍
• Stakeholder Collaboration →Worked with cross-functional teams to align business goals with user experience outcomes.‍
• Leadership → leading and guiding design team by focusing on strategy, vision, and the overall direction of design efforts within the project team as well as focusing on hands-on design work

Challenges & Opportunities

Addressing System Limitations

• Licensing Costs
• Legacy System Sunsetting
• Low Self-Service Adoption → Only 50% of partners use quoting tools independently.
  • Goal: Increase self-service to 70% to reduce seller dependency.

User Pain Points & Solutions

• Speed & Efficiency → Current quoting process is slow and complex.
  • Solution: Simplify workflows, reduce redundant steps.
• Accuracy & Data Availability → Missing data leads to incorrect quotes.
  • Solution: Improve system integration and validation.
• Search Functionality → Too many options, no effective filtering.
  • Solution: Introduce advanced filtering & smart search.
• Transparency Issues → Lack of visibility into approvals, incentives, and status updates.
  • Solution: Implement clear status tracking & notifications.

Personas & User Needs

• Primary Users: Business partners who generate client quotes.
• Secondary Users: Sellers, resellers, and distributors.
• Key Objective: Provide a quick and efficient quoting tool with increased self-service capabilities.

Design Process

Sprint Framework & Execution

• ‍Sprint Cycles: 3-week design iterations, including ideation, prototyping, and testing.‍
• Stakeholder Feedback: Regular presentations and check-ins for iterative improvements.‍
• Development Collaboration: Ensuring feasibility and smooth implementation.‍
• Checkpoints: Weekly meetings for updates and decision-making.

Prototyping & Wireframing

• Designed four interactive prototypes that demonstrates the user experience for the end-to-end quoting process: search and browse, configuration, active cart, and quote.
• Created videos as back-up for the prototypes and incorporated AI-voiceovers to talk users and stakeholders through each phase of the experience.

Design Solutions

Business Outcomes

• ‍Platform adoption → Enable sunset of legacy systems.‍
• Increase self-service usage by 20% → Reduce reliance on sellers.‍
• Reduce time-to-quote & approval → Improve efficiency.‍
• Automate incentive validation → Minimize errors in incentive payouts.‍
• Enhance transparency → Improve user confidence in the process.‍
• Positive user sentiment (NPS) → Drive engagement and satisfaction.

Financial Outcomes

• ‍Increase seller productivity → Less time spent assisting partners.‍
• Boost partner revenue → Higher adoption = more quotes.‍
• Accurate incentive payouts → Ensure timely and correct partner compensation.

 Process Outcomes

• ‍Seamless integration → Connect quoting with other portals & platforms.‍
• Enhanced user experience → Quick & easy quoting, higher retention, positive feedback.

Outcome: A scalable, efficient quoting system that reduces seller dependency, accelerates partner transactions, and increases platform adoption.

Implementation

Collaborated with development team and product owner to integrate changes into MVP1 and MVP2.

The design artifacts represented is a conceptual example and does not represent the official designs created for the company. It is intended for illustrative purposes only and should not be interpreted as an official or final design.