CRM Web Application
for CPQ implementation
I was the only UX designer in the team, along with one visual designer. My role was to work closely with our manager, senior manager, to capture the requirements and senior developers on the iterative application development.
To maintain the anonymity of client and users, I have omitted and modified confidential information in this case study.
Client Description
The client is a US-based subsidiary of a Japanese multinational technology company headquartered in Tokyo with offices in 49 countries worldwide. The company manufactures business and industrial imaging products, including copiers, laser printers, multi-functional peripherals (MFPs) and digital print systems for the production printing market.
Engagement Description
CRM Web App for Configure, Price & Quote Process (CPQ Implementation)
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A Custom CRM Web App for Configure, Price & Quote Process (CPQ Implementation): A pure agile project spread across 9 sprints consisting of solution design, build, technical unit testing, functional unit testing and sprint testing. The client wants to improve the customer experience through digital enablement for their US operations.
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Below are the key business areas that were realized during implementation. My Quotes Dashboard, Check Basic Information, Quote Details, Product Search, Product Configuration, Service Configuration, Select Items and Configure, Apply Discounts & Charge, Finalize & Generate Quote Output, Generate & Submit Order Package, My Templates, Create Quote Questionnaire, Add Buyout and Upgrade, Add Included Charges, Modify Shipping Details, View Lease Summary, Generate Order Package, Equipment Pickup/Removal.
User Experience & User Interface
To validate the user flow and design the user experience, I sketched out different screens and interactions. Paper sketches helped me iterate the design concept quickly.
I worked with one visual designer on user interface design. Part of my job was planning design sprint, collaborating with a visual designer, keeping track of the design team's progress and presenting designs to the team. In the later stage of the project, I was the only designer on the project, and I was handling UX and UI by my self. I worked closely with the entire development team during the application development process.
To maintain the confidentiality of the project I am not sharing any UX work of the project.
My Quote Dashboard
Product Configuration
Note: Visibility of screens has been reduced intentionally.
Select items & configure
Note: Visibility of screens has been reduced intentionally.
Check Basic Information
Note: Visibility of screens has been reduced intentionally.
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