Overall User Flow
Define Option
UOM
K.E.
Define Option Group
Models
Define Pricing Rules
Pricing
Upload Templates
Currency
Knowledge Engineer
Upload Logo
Pri.M. Sales Rep/App.Admin
Pricing Manager
A.A. Application Administrator
System Set up
Define Price List C.M.
Catalog Management
Pro.M.
Catalog Manager/ Product Manager
User Management
Create User
Customer Management
Assign roles
Log-in
Add products S.R. Sales Representative
Proposals Publish Sales Manager
Add Catalog/ Categories
SFDC Opp/MN Opp
S.M.
View Quotes see approval requests
Add Attribute End-User Catalog
Quotes
Config product
Pricing & discount
Discount Approvals
Homepage View Requirements
S.M.
Sales Reps Quotes Pending Approvals
S.R.
Analytics -Quota Draft Quotes Updates -products -Promotional discounts -manager
August 21, 2012 - version 1.0
C.M.
P.M..
Updates current catalogs attributes products catalog stats IMPORT NEW
K.E.
Pri.M.
Models -draft models -existing models
Pricelists -draft pricelist -existing PL
rules catalog
Rules Catalog
A.A.
Send System updates System preferences Assign roles Create user
IMPORT NEW
Past Quotes Opportunitity -SFDC -MN Approved
Navigation
Sales
Sales
Catalog Management
Model Management
Pricing
System
Discount Approvals
Opp Quotes Proposals Customers Catalog (End-User)
Manage Catalog Categories Manage attributes Manage products
Models Option group Rules Catalog
Pricelist Price Rules Catalog
User Management System Preferences
Opp Quotes Proposals Customers Catalog (End-User)
Start
New Quote MVP Requirements:
SFDC integration?
Yes
No
Look Up Opportunity for Customer
Quoting
Quote Management Home
if found
Create New Opportunity
No
Yes
-Show quoting home with data from recent opportunities, quote, sales performance Create opportunity -Create basic data of opportunity Create quote Create basic data of quote Assign or create ad-hoc customer and contact Add product directly to quote (qiock product entry)
Login: Nimbus
Login: SFDC
Sub_flow #1.1 - Sales Force Integration
Look Up Opportunity for Customer
Add product from catalog Provide heirachical view of quote lines Manipulate quote price Request Approval
if found
Yes
Sub_flow #1.2 - Add products to Quote
New Quote
Opportunity Details
Find Product
No
Create New Opportunity
Create quote w/o an opportunity Create alternative quote for opportunity Change Quote Change Status Changes on header Changes on Line
Opportunity Detail
Explore Catalog or enter product ID
Update Opportunity Update Opportunity
Add more items
Add the product as line items
yes
Sub_flow #1.6 - Update opportunity
Quote Approval
If Approved by Customer
yes
Oppor exist?
No
SFDC?
No
Create New Opportunity
yes
Approve quote in CPQ by cloud UI
Configuration: configure the line if configurable Present Proposal
Proposal Generation
add all/any items. Configure at once.
Order System, contracts
Select OOTB proposal generation template Add sections when editing proposal Select tenant specific template
Sub_flow #1.5 - Proposal generation
Generate Proposal
No
View configured items w/ Price
Yes
if approval
Submit Quote
Yes
Sub_flow #1.4 - Discount Approval
Discount needs approval?
Manually Enter Discount
View available discounts, Apply
Sub_flow #1.3 - Apply discount
Sub_flow #1.1
New Quote with SFDC Integration
August 21, 2012 - version 1.0
Problem Definition
Scenario:
New Quote with SFDC Integration Use Case 1/2
Login: SFDC
Salesforce.com S.R.
New Quote
Login
Salesforce Dashboard
Salesforce.com Home
Contacts
Opp
Opportunities
Opportunitity Detail
New Quote
Salesforce.com
Quote
Home IF
Opportunity found
Salesforce.com Recent Opportunities
Select Opp for the customer
Contacts
Opp
Quote
Opportunity ABC
New Quote #001
Quote empty
Use Type (Actors):
Salesforce.com S.R.
Home
Sales Representative !
Shows Opportunities list: Opp Name, Account, Close Date
Updates when Quote Finished
MVP Requirement: Create quote Create basic data of quote -Define quote name -Set status -Set quote expiration date -Set quote pricing data -Write notes
New Salesforce.com Recent Opportunities
Product
Salesforce.com Create New Opp
Home
Contacts
Quotes
Opp
Quote
New
Opp
Opportunity ABC Quote
Opportunitity Detail
IF not found
Contacts
Quote
Sub_flow #1.2
Select Products
Add products to quote
Problem Definition:
August 21, 2012 - version 1.0
Scenario:
Add products to quote Add another Item Add another Item
Quote #001 Products
New Quote
Use Type (Actors): Sales Representative S.R.
S.R.
New Quote #001 Information
Quote #001 Products Products
Add
Add
$
C C
Select Products
$ $
Configure if item is configurable
IF: product is configurable
Add product to quote (Sale Representative)
Products
Add
A
Explore Catalog
C Add Product as Line Item
Products
New Quote #001
C
C
C
Configure all configurable items at any time
C
Create New Quote
Find Product
C
Quote #001 Products
!
VIew all Configurated Items with Price
Add Discounts
Refer to Configuration Flow
Discounts
Add
Search: #12345
B Enter Product ID
Add Discounts
Next
Products
IF: Multiple products are configurable
!
C
Optional Configuration
C
Mandatory Configuration
!
Refer to Discount Flow
Sub_flow #1.3
August 21, 2012 - version 1.0
Apply discounts
Problem Definition:
Scenario:
Quote #001 Products
Adding Discounts to Products Add Discounts
S.R.
Add Discounts to Configureable Items (Sale Representative)
!
Product 1: Discount Product 2: Discount
Quote #001 Products
$
Apply
$
Apply
$
$ $
Sales Representative
$
S.R.
Total :
Else: see whole quote
% Discount amount Discount
$ $
$
Manually Enter in Line Item Discounts
Quote #001 Quote #001 Products
VIew all Configurated Items with Price
Total :
$
Discount can be in amount or percentage
OR :
Show available discount based on products and quantity in the quote. SR can apply any available discount
Info
$
$
500 $ 15 %
$ $
Total : C
If Prompts Approval
$
Total :
MVP Requirement:
Discounts are validated against approval limits and errors are shown when approval is required
Total :
IF
$
15 % 50 $
$ B
$
Quote #001 Products
$
$
Sales Manager Approval
$ $
!
Use Type (Actors):
Discount can be applied to whole quote, each line item as well as option level
X
Prompt with all possible discounts
A
System Discount
$
$
Products
Discounts
$ $
$ Discount
Manually Enter Whole Item Discounts
Total : Whole View of Quote
Generate Proposal
!
Proposal Generation
Sub_flow #1.4
Approval of Quote
Problem Definition:
August 21, 2012 - version 1.0
Scenario:
Asking for Approval
View of Quote S.M.
Add Discounts
Manager's Dashboard
Manager's Dashbaord
Quote #001 Products S.R.
Home
Quote needs approval from manager Products
Submit
Use Type (Actors):
Quotes S.R.
Contacts
Seek Approval (Sale Representative)
Sales Representative
Quotes #001 Info
Approve
Discounts
$ $
Details
$
Quote Prompts Manager
Total : S.M.
Sales Manager Approve
MVP Requirement: Approves Quote
Manager can approve either in web app or on mobile
Generate Proposal
!
Proposal Generation
Not Approve
Sub_flow #1.5
Generate Proposal
Problem Definition:
August 21, 2012 - version 1.0
Scenario: !
User wants to Generate a Proposal for a ready made quote
Quote Details
OR
Proposal Generation
Quote #001
Upload New Template
!
Change Template
Change Template
Quote #001
Cover
Dra f
Tabs have different colors
Hover State for Tab
N
IO
T AC
Terms.. .
R
VE
Proposal
+
HO
Proposal
Cover PIM
We provide one out-of-box template. User can upload (how many) their own template
+
Notes: Make it very fast Out of the box template, create template out of our system allow customer template to follow certain guidelines
Default Out-of-Box Template
Quotes Proposal
MVP Requirement:
3
PIM
Sales Representative
Company Template
Cover
OR
2
Terms.. .
Use Type (Actors):
S.R.
iew
Generate Proposal
tP rev
(Sale Representative)
My Usual Template
Quote
Generating a Proposal
1
Delete, Replace, Add button icons
Sub_flow #1.6
Updating Opportunity
August 21, 2012 - version 1.0
Problem Definition:
Scenario:
Viewing when system updates opportunity after proposal is accepted
Salesforce.com Home
Contacts
Opp
Quote
Opportunity ABC S.R.
Customer Approval
Present Proposal to Customer
Customer Approves
Quote
IF: SFDC integration System Updates Opportunity in SFDC
Product Use Type (Actors): Sales Representative S.R.
Model N
IF: no SFDC: IF: no opportunity
System/user Create New Opp in Model N
Home
Opportunity ABC
Model N CPQ Opportunities Quotes
Quote Primary
Product
Catalog End User
Sub_flow #3.1 - Catalog Search Start
Launch Catalog from Quote
Catalog Search
MVP Requirements: Catalog End User Sub_flow #3.2 - Catalog Filter
-Catalog Search Products List
Filter Product
Search/filter by attribute Browse Catalog by traversing categories -View details of a product
Sub_flow #3.4 - Compare Products Select Products to Compare
Display basic data of a product Display images Display all components of a bundle Display related products (cross-sell, up-sell)
Sub_flow #3.3 - View Details of a Product
Compare Products
View Product Details
Display attributes and attributes values by grouping User specifies qty before adding product to quote Start product configuration if the product is a configurable bundle
Is this MVP? -Comparison of products
Is Product Configurable?
No
Yes No
Configure Now?
Yes
Configure in Catalog
Add Product to Quote
Sub_flow #3.1
Catalog Search
Problem Definition:
August 21, 2012 - version 1.0
Scenario:
User searches catalog End User Catalog
Catalog
S.R.
Category 1 1
Catalog Category 2
Category 3
Search on catalog
Keyword, Product ID
Search
(Sale Representative)
Use Type (Actors):
View Details
View Details
View Details
!
Keyword match 1
User types in search query
Keyword match 2
Sales Representative
View Details
Keyword match 3
S.R.
View Details
View Details
View Details
Category 1 View Details
Category 2 View Details
!
MVP Requirement:
View Details
Product 1
View Details
Uses search box !
Suggestive Search provides results
-Catalog Search Search/filter by attribute Browse Catalog by traversing categories Category 2
Category 1
Category 3
Sub Category 1 Sub Category 2 Sub Category 3 Sub Category 4
Notes: !
User selects from catalog menu
View Details
View Details
Sub_flow #3.1
Catalog Filter
Problem Definition:
August 21, 2012 - version 1.0
Scenario:
User wants to filter catalog to narrow down results
Filter menu
Filter menu
End User Catalog
Show me
Clear Filters
225 Results
Type
Catalog
S.R.
✔
Option 1
!
Filter menu to refine results
✔
Option 4
✔
Option 5
Use Type (Actors):
Option 5 Option 6
Manufacturer Option 1
S.R.
Option 2 Option 3
Manufacturer ✔
Option 4
-Catalog Search Search/filter by attribute Browse Catalog by traversing categories
!
Explore Catalog
Option 1 Option 2 Option 3
Price
MVP Requirement:
Option 3 Option 4
Option 6
Sales Representative
Option 1 Option 2
Option 3
(Sale Representative)
Option 1
Option 4
Option 2 Option 3 Option 4
Price Option 1 Option 2 Option 3 Option 4
Notes:
71 Results
Clear Filters
Type Option 2
Catalog Filter
Show me
!
Filter options selected and product resu
Sub_flow #3.1
View Product Details
Problem Definition:
August 21, 2012 - version 1.0
Scenario: End-User Product Detail Page
User wants to view Product Details End User Catalog
Product Title 1
Catalog
S.R.
Product Basic Data
View details of Products (Sale Representative)
Use Type (Actors):
View Details
View Details
View Details
View Details
Qty:
View Details
Add to Quote
Sales Representative S.R.
View Details
View Details
View Details
View Details
Product Detail Page !
MVP Requirement:
Select Product from Catalog
-View details of a product Display basic data of a product
Compare Products Page
Display images Display all components of a bundle
Compare Products
Display related products (cross-sell, up-sell)
Return to Catalog
Display attributes and attributes values by grouping User specifies qty before adding product to quote Start product configuration if the product is a configurable bundle
Select another more product to compare
View Details
Notes:
Remove
!
View Details
Select
Remove
Select Product from Product Comparison page
Select another more product to compare
Select
!
Display basic data of a product
!
Display images
!
Display all components of a bundle
!
Display related products (cross-sell, up-sell)
!
Display attributes and attributes values by grouping
!
User specifies qty before adding product to quote
!
Start product configuration if the product is a configurable bundle
!
Sub_flow #1.2 - Add products to quote
Sub_flow #3.1
Compare Products
Problem Definition:
August 21, 2012 - version 1.0
Scenario:
User wants to compare several products
You have selected 2 of 4 items for comparison.
End User Catalog
!
Catalog
S.R.
X REMOVE ALL
x
x
3
4
Compare
Select compare button from top bar
Products View
Compare Products Page
Compare
Comparing Products
Compare
Compare Products
(Sale Representative)
Return to Catalog
Use Type (Actors): View Details
✔
Compare
View Details
Compare
Sales Representative
View Details
Select another more product to compare
Compare
Select another more product to compare
S.R. View Details Remove View Details
Compare
!
View Details
Compare
✔
Compare
✔
MVP Requirement: Compare
! !
Notes:
View Details
Compare
Select
Remove
View Details
Explore Catalog
View Details
View Details
View Details
Compare
!
Compare
Compare text link also sends user to Compare page
Select products to compare Products can be viewed in List or Grid (as shown)
!
User can add or remove products to compare
!
Compare product imit is not specific (put 4 for now)
Select
This is was a preview document. UX Artifact document showing task + wireows designs for a ConďŹ gure Price Quote business application.
Thank You!
@triwashere www.triducnguyen.info triwashere@gmail.com