Creating a centralized sales quote center
Microsoft
Information architecture | Interaction design | UI design | Prototyping
Role: Interaction/UI designer
Team: 2 designers, 4 program managers, 1 engineering team
Duration: 6 months
Tools: Adobe XD, Microsoft Fabric design toolkits/systems, Microsoft Teams
Platform: Web application
Project overview
The “Microsoft Universal Store Team” (UST) is the main commercial engine of Microsoft with the mission to bring One Universal Store for all commerce at Microsoft. The UST encompasses all products and services that Microsoft and others sell through the company.
Within UST, I worked on an internal enterprise tool that focused on providing sellers with a streamlined and intuitive workflow to create and share sales quotes between each other and with customers.
Challenge
Today, sellers use multiple tools and programs to create and manage sales quotes.
Using numerous programs to input, search, and maintain information adds to the cognitive burden of the sellers, leads to duplicative work, and lost files. It also negatively impacts productivity, efficiency, and ultimately, Microsoft’s bottom line.
Solution
Quote Center is a centralized tool that replaces the need for multiple programs to create, manage, and share sales quotes with Microsoft customers.
It supports thousands of product and service configurations and customer metadata and supplementary information consolidation and management.
My role & contributions
I was an interaction/user interface designer on this project and I collaborated with one other senior designer, developers, program managers, and other stakeholders across Agile, multidisciplinary product teams.
I applied user-centered design methods to create user flows, wireframes, prototypes, mockups, redlines, style guides, and design specifications to communicate user work flows and interactions within the tool.
Process overview
Gathered business, technical, and user requirements through stakeholder meetings to develop a strategy for designs moving forward.
Created wireframes and translated them into interactive, high-fidelity prototypes to capture users flows and demonstrate interactions, transitions, and work flows.
Ideated and iterated designs based on feedback gathered through stakeholder meetings, design studios, summits, and workshops and routinely presented design proposals to stakeholders.
Contributed to and maintained functional specification and style guide documentation.
To read the full case study, please visit the link below and enter the password or inquire here.