High Quote Error Rate
• Missing dependencies such as CC DEMS and Smart Dock
were identified
Lengthy Configuration Steps
• Sellers navigate through unguided fields and multiple screens for a standard sale
Core Problems
Core Problems
Long Time to Quote
• SVX Bundles require a lengthy quoting process compared
to the competitors
View More
How I Delivered Impact
Overview
Scalable GTM Bundle solution for CPQ. Simplified and redesigned sales quoting interface to reduce quoting complexity.
Role: UX Manager
Collaborated with: 1 Designer, 1 Strategist, Product Orderability, IT, Sales Teams
Duration: Dec 2025 - 6 months
Key Improvements
- Dynamic Bundle/Ecosystem Builder: Facilitates bundle creation starting with predefined company structures and adapting to the sales motion.
- Simplified Configuration: Limits user-required configurations to fewer than 20 steps.
- Default Options and Dependencies: Automatically includes mandatory components to prevent missing items in the final bundle.
- Consolidated Order Data: Streamlines the quoting process by reducing required order information to a single input point.
- Real-time Pricing Updates: Ensures complete pricing transparency throughout the product configuration lifecycle.
Key Improvements
- Dynamic Bundle/Ecosystem Builder: Facilitates bundle creation starting with predefined company structures and adapting to the sales motion.
- Simplified Configuration: Limits user-required configurations to fewer than 10 steps.
- Default Options and Dependencies: Automatically includes mandatory components to prevent missing items in the final bundle.
- Consolidated Order Data: Streamlines the quoting process by reducing required order information to a single input point.
- Real-time Pricing Updates: Ensures complete pricing transparency throughout the product configuration lifecycle.
Key Improvements
- Dynamic Bundle/Ecosystem Builder: Facilitates bundle creation starting with predefined company structures and adapting to the sales motion.
- Simplified Configuration: Limits user-required configurations to fewer than 20 steps.
- Default Options and Dependencies: Automatically includes mandatory components to prevent missing items in the final bundle.
- Consolidated Order Data: Streamlines the quoting process by reducing required order information to a single input point.
- Real-time Pricing Updates: Ensures complete pricing transparency throughout the product configuration lifecycle.
Overview
Scalable GTM Bundle solution for CPQ. Simplified and redesigned sales quoting interface to reduce quoting complexity.
Role: UX Manager
Collaborated with: 1 Designer, 1 Strategist, Product Orderability, IT, Sales Teams
Duration: Dec 2025 - 6 months
Overview
Scalable GTM Bundle solution for CPQ. Simplified and redesigned sales quoting interface to reduce quoting complexity.
Role: UX Manager
Collaborated with: 1 Designer, 1 Strategist, Product Orderability, IT, Sales Teams
Duration: Dec 2025 - 6 months
Result: Defined a UX driven product vision
Implemented Field-first Research Approach
• Leveraged research insights to identify key friction points
• Simplified selling flows to reduce cognitive load
Result: More predictable delivery and higher quality input
Bridged Design to Development Gap
• Led feasibility alignment with current platform constraints
• Delivered high-impact improvements within existing system limitations
How I Delivered Impact
Result: More cohesive, insight-driven product direction
Standardized Impact Metrics
• Defined and operationalized business impact metrics
• Positioned UX as a strategic partner in decision-making
Scaled UX Strategy Across Offerings
• Built a reusable framework adaptable to multiple sales motions
• Transitioned from single product flow to persona-driven solutions
Result: Transition to "portfolio rationalization" approach
View More
Result: More predictable delivery and higher quality input
Standardized Impact Metrics
• Defined and operationalized business impact metrics
• Positioned UX as a strategic partner in decision-making
Implemented Field-first Research Approach
• Leveraged research insights to identify key friction points
• Simplified selling flows to reduce cognitive load
Result: UX driven product vision
Bridged Design to Development Gap
• Led feasibility alignment with current platform constraints
• Delivered high-impact improvements within existing system limitations
Result: More cohesive, insight-driven product direction
Scaled UX Strategy Across Offerings
• Built a reusable framework adaptable to multiple sales motions
• Transitioned from single product flow to persona-driven solutions
Result: Transition to "portfolio rationalization" approach
How I Delivered Impact
Result: More predictable delivery and higher quality input
Result: More predictable delivery and higher quality input
Result: More cohesive, insight-driven product direction
Result: Increased team autonomy and delivery capacity
Result: UX driven product vision
Implemented Field-first Research Approach
• Leveraged research insights to identify key friction points
• Simplified selling flows to reduce cognitive load
Bridged Design to Development Gap
• Led feasibility alignment with current platform constraints
• Delivered high-impact improvements within existing system limitations
Standardized Impact Metrics
• Defined and operationalized business impact metrics
• Positioned UX as a strategic partner in decision-making
Scaled UX Strategy Across Offerings
• Built a reusable framework adaptable to multiple sales motions
• Transitioned from single product flow to persona-driven solutions
Result: Transition to "portfolio rationalization" approach
53%
Quoting Speed
114%
Average #Quote per user
74%
Quoting Effort
53%
Quoting Speed
114%
Average #Quote per user
74%
Quoting Effort
Impact
High Quote Error Rate
• Missing dependencies such as CC DEMS and Smart Dock were identified
Lengthy Configuration Steps
• Sellers navigate through unguided fields and multiple screens for a standard sale
Core Problems
Long Time to Quote
• SVX Bundles require a lengthy quoting process compared to the competitors