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

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.