Project Overview
My Responsibilities as Product Designer- Designed 0 to 1 product
- Research
- Wireframing
- Visual Design
- Usability Testing
- Enhance the design for future iterations
- August 2018 to July 2023
- Launched
Why do we need this project?
To address the challenge faced by new users in quickly learning and using the system, as this difficulty contributes to a high turnover rate within the sales department.
Define the User
- Primary Users (high-frequent users)
- Customer Sales Associate (CSA)
- Customer Sales Representative (CSR)
- Customer Account Representative (CAR)
- Secondary Users (occasional users)
- Sales Managers
- Trainers
User Research
- One-on-one interview
- Eight participants
- Age from 18 to 60
- With the company for 1 to 20 years
Pain Point
- Navigate across multiple screens
- Manually key-in data and actions
- Clear all entered data until reaching the incorrect data
Design Goal
Update our system to order entry easy and efficient!
Design Ideation
- Keep user on one page
- Build one long form
- Display extra data in popover or a new tab
- Modern UI and simplify process
- Use Button
- per-populate the data and auto-filling
- Give user a freedom
- Allow update data as needed
User Flow
Initial Information Architecture Ideation
Draft Design
About Draft 1 and 2
Pro - Users are informed about the remaining steps required to complete the order.
Con - Steps become unnecessary as users can input data in any order.
About Draft 3
Pro - Vertical form is easy for enter data, minimize eye tracking.
Con - Long page, extra white space on the right.
About Draft 4
Pro - Filled in white space, shorten the page.
Con - Content filled with page width.
Centers on user-friendliness by measuring...
Measuring Success
Final Design
The design solutions have effectively halved users' task completion time and accelerated the training process for new employees. Additionally, this project has the capacity to incorporate future functionalities, including Sample orders, Correction orders, and Order Updates.
