B2B: Configure, Price & Quote

UI/UX Design

Helping internal Kaiser Permanente sales team members manage quotes for new multi-state and national large business sales in 1 system to improve workflow and mitigate re-entry, manual handoffs, and reviews.

Kaiser Permanente has 7 regions. Every region has a different process to transact sell and renewal processes for new large business sales. This complexity creates inefficient workflows. CPQ will allow all the regions to have 1 process under 1 system.

My role as the User Experience Designer on this project was to create low fidelity screens and high fidelity mockups for development, create a CPQ style guide that aligned with KP branding and utilized out of the box Vlocity patterns & components, map out the site map and user journey, collaborate with stakeholders and the development team in to determine the best solution for the users, and perform UAT and log bugs.

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