Oracle CPQ
A web-based portal for inside sales teams of a pioneering personal computers company to Configure, Price and Quote products and services for their offerings.
About the product
Oracle CPQ allows sales teams to configure complex products or services, automatically calculate the correct price, and generate accurate quotes for customers. It is a part of Oracle Cloud's core offering for sales teams. The portal allows users to streamline the entire process, including approvals, which can help close deals faster. I worked on the section of the application where users would create offering bundles of products and services by combining, editing and publishing the same.
Project Goals
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Streamline the important user flows making it more intuitive and easy.
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Working on the visual design to improve the current screens.
Our Approach
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Understanding the current flow from the developer leads and managers to identify key issues.
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Recreating flows.
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Creating low-fidelity wireframes.
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Re-iterating into high-fidelity wireframes using right design guides and systems.
My role
As one of the UX Designer on the project, my role was to:
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Identify key issues through demo sessions with stakeholders.
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Creating user flows to make it more intuitive.
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Ideating through wireframes and mock-ups.
Step 1: Discovery
Since sales is a niche domain, we conducted discovery sessions with the developers and product managers to identify
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What issues users were facing with the current portal?
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What is the current flow of information?
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What are some of the business goals our customers look forward to achieve?
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This helped us understand the business and user goals, as well as a thorough understanding of the product flows, and users' expectations from it. Hence it provided with a base to start with our user flows.
Step 2: User flows
We created user flows for key interaction users make on this app.
Step 3: Wireframes explorations
Exploration for selecting products/services
Step 4: UI Mockups
Exploration 1: Using Oracle Redwood's Colors & Style Guide
Exploration 2: Using Customer's Colors & Style Guide
Challenges
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Designing for a very niche domain we don't have much information about.
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Project scope was strictly constrained by the client's directive to use only out-of-the-box Oracle Cloud functionalities for basic page development, minimizing custom technical development to control costs.
Impact
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Improved flow of information for users.
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Using only pre-built, standard features drastically accelerated the development and deployment cycle.
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Highly refined visual design for screens enabled users to perform tasks efficiently.