Pricing Model Tool for SW & HW Licensing

Project Overview

Context

The existing Pricing Model Tool for SW & HW Licensing and associated spread sheet tools require consolidation into a single, streamlined Carbon-designed platform. Sales managers have been using the tool for over 20 years and rely heavily on Excel for pricing calculations.

‍

Objective

• Consolidate all Pricing Model for SW & HW Licensing tools and three spreadsheet tools into a single platform.
• Develop a single pricing form for user input.
• Maintain both offline and online functionality, prioritizing offline usability.
• Improve the initial quote process for efficiency.

Problem Statement

The challenge is to migrate the existing Pricing Model Tool for SW & HW Licensing user workflow while preserving the features they depend on to complete their tasks.

‍

Design Process

Journey Mapping

• Created as-is and to-be journey maps for each user experience scenario based on current and new users as well as their starting point in accessing a web-based portal.

Wireframing

• Created wireframes showcasing an improved, email-based onboarding process.
• Developed interactive prototypes for usability testing.

Key Design Principles

• ‍Simplification: Reduce steps required for initial login.‍
• Automation: Eliminate manual interventions in user verification.‍
• Security: Implement two-factor authentication (2FA) for enhanced security.

Design Solutions

Phase 1: Migration and Consolidation

• Merge pricing tools into one centralized platform.
• Design two pages related to pricing consumption.
• Optimize for laptop-based offline experience.

Phase 2: Pricing Model Tool for SW & HW Licensing Homepage

‍

Implementation

• New Pricing Model Tool for SW & HW Licensing design aligns with Carbon Design System.
• Consolidated pricing tool enhances user experience without disrupting workflow.
• Users can complete pricing forms within the same timeframe.

‍

‍

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.