Morton Buildings CPQ

Project Type

Desktop Software Redesign

Client Ask

Software Audit

Updated Information Architecture

Two Creative Concepts

My Contribution

Two Creative Concepts

Concept focused User Interviews

Timeline

5 Weeks

Project Overview

Challenge

Last designed in 2000 Morton Building’s CPQ software had a functional but outdated design that was difficult for new sales representatives to learn and use. CPQ stands for “configure, price, quote”. The software helps Morton’s sales reps build a visual of its buildings (fitted to the interests of a customer lead) to assist in converting that lead into a client. Morton (which has been an employee owned company for about 10 years) requested that my team complete the first few steps of the software redesign process. They intended to complete the remainder of the software redesign in house.

Results

Morton was so impressed with my final concept redesign that they extended their contract with my team. The contract changed from initial audit, IA and concepting to encompass a full software redesign.

Design Process

1. Preliminary Research

As the secondary designer on this project, I was brought on contribute one of the two concepts that would be presented to the client. I started by familiarizing myself with the product, reviewing the software audit completed by the primary designer, and conducting brief competitive research.

2. Concept One

With one week to complete the first concept, I developed a content hierarchy for each screen, low fidelity wires, high fidelity wires, and prototypes. During the presentation of this concept to the client, they requested that it be presented to users.

Twelve user interviews were conducted. The goal of the interviews was for each user to compare and contrast my concept design, to the primary designers concept, and to choose which one they preferred the client to move forward with for the full software redesign.

3. User Interviews

The interviews showed that users prefered the look and feel of my concept, and the layout and navigation of the primary designers concept. Therefore, I was assigned to combine both concepts into one. See the results of the final design below.

4. Concept Two