WEB DESIGN · ENTERPRISE · SASS

Cloud Partner Configurator

Make order configuration efficient for partners

What

Configurator is a price estimator tool for VMware partners to configure end customers' orders and view quote price to sell VMware products.

MY ROLE

Research • Design • User

testing • Roadmapping

TEAM

1 Product Manager
8 Engineers

TIMELINE

Nov 2020 - Oct 2021
Launched in early 2022

Why

VMware relies on partners, resellers and distributors, to sell SaaS offerings to end users. To kick off the process, partners need to get a pricing quote from VMware.

However, partners found it hard to use the platform because of the problems below.

Problem 1

Complex product description forces partners to waste time on finding the right product

Problem 2

Quote price isn't prorated so it's inaccurate

Therefore, partners would rather call VMware sales representatives for order configuration. It's not scalable for the business as it has high cost in sales recruiting and training.

How

to make self-service ordering more efficient for partners?

Learn More

Let's set some milestones!

We first started by defining the strategy by phase. With technical limitations in API and no ordering system, we decided to simplify the configuring process first.

Phase 1 – where we are

Phase 2

Phase 3

How do we measure success?

The goal to redesign configurator is boosting efficiency and accuracy of the ordering process.


I started a brainstorm with PM and engineers to track the following metrics:

  • Number of configurations and quotes created

  • Average time from quote generation to submission

  • Average time on each configuration step

  • Percentage of submitted self-service orders

Final Design

Small steps with clear information
I broke down the lengthy configuring process into small steps including order setting, base offer, and review order. You can see design details below in the slideshow.

Lock the price by creating a quote

Distributor can communicate the price with resellers and end customers before the quote expires. They can also learn the next steps from this page.

Impact

I left the company so I didn't know the usage metrics after it's launched. However, feedback from partners and less task completion time shows the new configurator is efficient.

I also created the design pattern library for my team and worked with my PM and partner teams to come up with a north star ordering experience for the next phase.

Product pattern library

North star