Streamline quoting workflows for both wholesale clients and internal teams
Customer Service: Janice
Imprint Service Manager: Nina
I conducted the user flows of the most popular imprint websites. I capture their user flows and created a new flow chart to help the stakeholders understand the potential features.
Most websites support instant quotes for those customers who want to see the price immediately, and they allow customers to place the orders on the same page. This feature helps to shorten the process. However, the pricing system is a big challenge for NyFifth because it varies depending on the vendors and products.
Furthermore, the online mock-up tool is another excellent feature to increase efficiency. It helps first-time customers quickly get a preview of their ideas and also assists the designers in modifying and completing the mock-ups.
Based on the task flows for the different customer groups, we talked with some users and collected their feedback. I created different versions of the concepts ( wireframes/sketches) in order to test with the users and kept iterating the concepts.
We got many insights from the customers and our imprint team. For example, many of our customers don't use their accounts to track their orders instead of email or call us; imprint order folks spent a lot of time going back and forth between the customers and the factories for modifying the quotes and imprint requirements.
We want to engage more customers to use their online accounts to manage their orders. We want to make the "old-fashion" business more efficient and streamlined.
We will investigate an online mock-up plugin to help our customers be able to have a quick preview of their imprint results.
It will have a "Re-order" option in the customer account, and customers can also change the imprint items and the design instructions when they make the new order.
The online quote system will increase the efficiency and accuracy of the process, and the customers can place the order right away instead of emailing back and forth.
Website-Desktop: Imprint form
Website-Mobile: Imprint form
Backend system view: Imprint order
Backend system view: Online price quote
It was a unique project in my UX design experiences. We have multiple users using the same product—the customers and our imprint order team. Furthermore, we have multiple target user groups, and their needs and priorities are so different from each other. I need to organize all the needs and requirements of different users and consider them when I explore the new flows. Although different people have different needs, the goals and expectations are the same. Everyone wants the process to be more intuitive and efficient. The solutions are not very complicated, but the user study and test process gave me many insights.
As a solo designer, I worked in a relatively "old-fashion" business; it was a challenge. I was lucky that I got supported by my coworkers, and they were excited to see the brand new flow works on the website. People who were struggling in their day-to-day work would have much passion for helping and supporting the designer trying to solve their issues. We were helping each other and making the business more successful. That is our common goal.