Efficient buyer experiences for industrial products.
Business Goals
Error Recognition and Recovery
Users struggle with error identification and recovery.
Streamlined Product Catalog Navigation
Complex product catalogs hinder user navigation.
Scalable Information Architecture
Unscalable information structures impede growth.
Workflow Consistency
Inconsistent workflows lead to user confusion.
Integration Complexity
Integrating the CPQ platform with existing systems and data sources is challenging, causing operational inefficiencies.
Data Challenges
All businesses need user-friendly analytics to make good decisions. Even one of the largest electronic signature providers struggled with this.
Designing an intuitive interface to simplify the configuration process for highly customizable products, making it accessible to non-technical users.
Creating a user-friendly decision tree interface that helps users navigate complex product options and dependencies without overwhelming them.
Designing a scalable information architecture that enables users to efficiently search, filter, and select products from a vast catalog.
Creating an onboarding process that simplifies the platform's learning curve for new users, especially those with limited technical knowledge.
Discovery Exercises.
We conducted targeted discovery exercises with the sales team, meticulously crafting a user journey map to pinpoint and address the most significant design challenges, paving the way for a seamless CPQ platform transformation by Intelligaia.
Persona Workshop
Conducted a Workshop to gain deep insights into the challenges, focusing on four stakeholders:
Defining Scalable IA and Interaction Patterns
Guided by our in-depth discovery process, we formulated a foundational UI framework and optimized interaction patterns, strategically enhancing the negotiation dynamics between buyers and sellers for an intuitive CPQ platform transformation.
Sketching and High fidelity Mockups
Intelligaia created a Tableau Component Library in Figma, which our CX team used to brainstorm and refine dashboard concepts. We developed a significant visual chart to effectively present all the data.
