CPQ “Add Product”

VMware

Internship

Summer 2022

What is Configure Price Quote?

  • Used to create quotes for customers

  • Used by sales teams

  • Allows for products to be added to quote

  • Platform all sales must go through

Heuristic Evaluation

Method for identifying usability problems

User Interviews

4 Interviews | 3 Different Position

Sub-Par Searching

  • One user searches for products on an unofficial price list

  • Users want more integration with pricing when searching SKU’s

  • User scrolls through the list to find product then takes SKU into CPQ

  • CPQ has many SKU’s and is not a large viewing platform


Collaboration

  • Users get products SKUs from colleagues

  • Many employees are involved in choosing products for quote

  • Transfer of SKU’s is often through email or slack


Outside-Problems

  • Long IB wait times

  • Long DMT wait times


Design Goals

Final Design

User Feedback

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