Overview

The Configure Price Quote (CPQ) system is a vital tool for HKT’s internal use. It is responsible for a wide range of functions, including product selection, payment processing, appointment creation, goods returns, advance orders, and more. This project is custom built in the Salesforce CRM system, this is one of the challenge, another challenge is CPQ combined different business models and needs all in one.

My Role

An interaction and Visual designer (UI Designer)project lead, UX writers.

Responsibilities

• Work closely with the Business Analyst team to review and analyze the problems /user stories in JIRA
• Conduct research to come up with most practicable solutions
• Creating the hi-fi prototype
• Cross-check with the engineers team to confirm that the system can support the new requirements
• Usability Test
• Update the Prototype

One of the project highlight

Pain Point

• Users feel intimidated when writing English content and worry about making grammar mistakes or editing the information incorrectly or omitting important details in the email before sending it out to clients.

Goal

• To minimize instances of user language-related embarrassment and increase confidence in English communication, it is important to ensure that all email content adheres to company requirements.
• To reduce the risk of unnecessary errors that could potentially impact customers’ perceptions.

Solution

• Create templates and input boxes for the necessary edit sections.
• Include a review page before sending out the final version.

One of the project highlight

Pain Point

• Users find it difficult to remember all the different delivery methods available and match them with the appropriate logistics.
• users often encounter challenges when it comes to effectively communicating delivery time and cost to their customers.

Goal

• Improve efficiency, implement clear logistics procedures. This will save time for new staff members by streamlining the education and pick-up process using a simplified system.
• Provide up-to-date information to communicate more effectively with customers and build trust and integrity.

Solutions

• A clear, spacious warehouse and fulfillment table are available for users to create a single appointment for each.
• The appointment includes delivery/pick-up time slots and charge details.