Cisco Commerce Workspace

Simplifying B2B Buying Experience

Cisco Commerce Workspace (CCW) is a 21-in-1 Enterprise commerce platform for quoting, configuring, and ordering Cisco products, services, and subscriptions

Role: Lead UX/UI Designer and Project Manager
Timeline: 2017 — 2024 (7 years Transformation)
Skills/Tools:

UX/UI Design

UX Research

User Testing

Design System

Role: Lead UX/UI Designer and Project Manager
Shipped: 2024
Keyword:

UX/UI Design

UX Research

User Testing

Design System

Overview

Imagine a world where B2B deals take weeks to close, and partners spend hours daily just troubleshooting. This was the reality for Cisco's Commerce Workspace users. Our challenge? Transform this fragmented, inefficient platform into a streamlined powerhouse of productivity.

Challenge

Slow deal cycle completion due to cluttered and overwhelmed user interfaces

Goal

Reduce deal cycle times and improve user satisfaction

Result

Partners produce five times as many quotes, complete deal cycles three times faster, and increase their productivity by 95%

Personal Impact

Leading a small but mighty team of designers, I embarked on a journey to transform Cisco's B2B platform. We put our partners at the heart of every decision, diving deep into their needs and constantly refining our designs. It's been incredible to witness the transformation - a smoother, more efficient platform that's revolutionized how our partners work.

Initial Findings

We discovered a digital labyrinth where partners felt overwhelmed by choices and unclear progress indicators. It was clear: we needed to simplify without sacrificing functionality.

High-level Business Goals

Create a cohesive experience for users within CCW

Reduce the Deal Cycle Time to bring in revenues

Research

We rolled up our sleeves and dove into the trenches with our stakeholders, sales teams, and partners. What we found was eye-opening:

  • A staggering 90% of partners felt swamped by choices, while users grappled with a maze of unclear progress indicators and inconsistent features. The overwhelming choices and inconsistent features led us to prioritize a unified experience strategy. We knew we needed to simplify without sacrificing functionality.

  • One-on-one interviews painted a picture of partners drowning in multiple deal versions, with troubleshooting tasks gobbling up over 5 hours daily. If we could create a clear, linear progression, we could save partners valuable time.

  • Support ticket analysis exposed a critical platform challenge: 90% of users navigate a feature minefield, where discounts, configurations, and add-ons appear unpredictably across tools, creating a complex puzzle that partners must meticulously solve to ensure consistent functionality. The cognitive overload partners experienced pushed us to focus on information structure optimization. By implementing a hierarchical structure, we could help users focus on critical details without feeling overwhelmed.

Key Insights

90% of partners are overwhelmed with contents at any given moments.

Insights Challenge to complete task and making decisions

Partners take weeks/months working on a deal

Insights Users may abandon tasks or make errors if they feel overwhelmed due to cognitive overload

No clear progress trackers where users are

Insights Users are not confidence to complete tasks or abandon due to frustration

Repetitive features with different names and experiences between CCW tools

Insights Reduce efficiency and productivity between tools

Ideate

Armed with these insights, we assembled a dream team of designers, engineers, analysts, and project managers - a cross-functional squad united by a single mission to transform the CCW platform. Our goal? Create a unified experience that would guide users effortlessly through complex workflows. We employed several key strategies:

Data-Driven Decision Making

We didn't just rely on our gut feelings. We let data drive our decisions, conducting A/B testing, surveys, and one-on-one interviews to inform our choices.

Design Sprints

We conducted 2 weeks design sprints, bringing together cross-functional teams of designers, engineers, analysts, and project managers to rapidly prototype and validate new and existing revamp features.

User Personas

We created four key user personas: Managers, Internal User, Distributors, and Partners. Each representing a different facet of our user base. These personas weren't just characters on paper - they became our north star, guiding every decision we made.

Click on image to view in details

User Journey Mapping

For each feature release, we mapped out the customer journey, ensuring we were addressing real-world scenarios at every turn.

an User Journey Mapping example for a CCW Feature. Click on image to view in details

Our design process explored numerous innovative solutions, each addressing a critical pain point in the user experience. While we developed multiple approaches, four key solutions emerged as transformative:

01

Unified Experience Strategy

We developed a cohesive design system to address fragmented user journeys across CCW tools. This approach not only streamlined development but also significantly improved user satisfaction and efficiency. For Mariah, the sales manager, this meant a consistent interface whether she was overseeing a large B2B deals or checking team performance, significantly improving her efficiency.

01

Unified Experience Strategy

We developed a cohesive design system to address fragmented user journeys across CCW tools. This approach not only streamlined development but also significantly improved user satisfaction and efficiency. For Mariah, the sales manager, this meant a consistent interface whether she was overseeing a large B2B deals or checking team performance, significantly improving her efficiency.

02

Intuitive Navigation Framework

By reimagining the navigation structure, we created a consistent yet context-aware system. This helped users maintain their bearings throughout complex workflows, reducing cognitive load and improving task completion rates. This particularly benefited Christina, the Partner, and Logan, the Distributors, helping them navigate complex product configuration, and deals with ease and reducing their cognitive load.

02

Intuitive Navigation Framework

By reimagining the navigation structure, we created a consistent yet context-aware system. This helped users maintain their bearings throughout complex workflows, reducing cognitive load and improving task completion rates. This particularly benefited Christina, the Partner, and Logan, the Distributors, helping them navigate complex product configuration, and deals with ease and reducing their cognitive load.

03

Streamlined Process Visualization

We transformed the CPQ process into a clear, linear progression. This visual roadmap replaced scattered tab designs, providing users like Logan and Jeremiah, with a sense of progress and accomplishment throughout their journey.

03

Streamlined Process Visualization

We transformed the CPQ process into a clear, linear progression. This visual roadmap replaced scattered tab designs, providing users like Logan and Jeremiah, with a sense of progress and accomplishment throughout their journey.

04

Information Structure Optimization

To tackle information overload in complex deals, we implemented a hierarchical information structure. This allowed Jeremiah, the internal user, to focus on critical details for closing deals while easily accessing deeper information when needed, improving her decision-making efficiency and client relationships.

04

Information Structure Optimization

To tackle information overload in complex deals, we implemented a hierarchical information structure. This allowed Jeremiah, the internal user, to focus on critical details for closing deals while easily accessing deeper information when needed, improving her decision-making efficiency and client relationships.

Implementation and Rollout

Given the scale of the project, we knew we couldn't just flip a switch and hope for the best. We adopted a phased rollout approach:

Gradual Feature Releases

We introduced new features incrementally, allowing for continuous improvement and feedback. Our unified experience strategy was the first step towards the new design system.

Pilot Program

We cautiously launched with Cisco internal users first, gathering valuable feedback before releasing to all users.

Feedback Loop

We established an ongoing system of surveys and one-on-one feedback, allowing us to quickly address issues and iterate on features.

01

Unified Experience Strategy

We developed a cohesive design system to address fragmented user journeys across CCW tools. This approach not only streamlined development but also significantly improved user satisfaction and efficiency. For Mariah, the sales manager, this meant a consistent interface whether she was overseeing a large B2B deals or checking team performance, significantly improving her efficiency.

01

Unified Experience Strategy

We developed a cohesive design system to address fragmented user journeys across CCW tools. This approach not only streamlined development but also significantly improved user satisfaction and efficiency. For Mariah, the sales manager, this meant a consistent interface whether she was overseeing a large B2B deals or checking team performance, significantly improving her efficiency.

02

Intuitive Navigation Framework

By reimagining the navigation structure, we created a consistent yet context-aware system. This helped users maintain their bearings throughout complex workflows, reducing cognitive load and improving task completion rates. This particularly benefited Christina, the Partner, and Logan, the Distributors, helping them navigate complex product configuration, and deals with ease and reducing their cognitive load.

02

Intuitive Navigation Framework

By reimagining the navigation structure, we created a consistent yet context-aware system. This helped users maintain their bearings throughout complex workflows, reducing cognitive load and improving task completion rates. This particularly benefited Christina, the Partner, and Logan, the Distributors, helping them navigate complex product configuration, and deals with ease and reducing their cognitive load.

03

Streamlined Process Visualization

We transformed the CPQ process into a clear, linear progression. This visual roadmap replaced scattered tab designs, providing users like Logan and Jeremiah, with a sense of progress and accomplishment throughout their journey.

03

Streamlined Process Visualization

We transformed the CPQ process into a clear, linear progression. This visual roadmap replaced scattered tab designs, providing users like Logan and Jeremiah, with a sense of progress and accomplishment throughout their journey.

04

Information Structure Optimization

To tackle information overload in complex deals, we implemented a hierarchical information structure. This allowed Jeremiah, the internal user, to focus on critical details for closing deals while easily accessing deeper information when needed, improving her decision-making efficiency and client relationships.

04

Information Structure Optimization

To tackle information overload in complex deals, we implemented a hierarchical information structure. This allowed Jeremiah, the internal user, to focus on critical details for closing deals while easily accessing deeper information when needed, improving her decision-making efficiency and client relationships.

Outcome

Our comprehensive redesign transformed CCW from a complex maze into a streamlined superhighway of B2B commerce. By reimagining every touchpoint, we turned a frustrating platform into a powerful tool that accelerates deals, empowers partners, and redefines how Cisco does business.

3x

Faster Deal Cycle Time

5x

More Quotes Enhancement in Partner Productivity

85%

of All Customer Interactions Powered by AI Chatbot

These weren't just numbers - they represented real improvements in partner productivity and customer experience in the B2B buying process.

What I Learned

By combining deep user research, collaborative ideation, and iterative design processes, we were able to create a solution that truly met user needs and business objectives. It reinforced the importance of aligning UX strategy with business goals and leveraging cross-functional collaboration. This journey wasn't just about redesigning a platform - it was about reimagining the entire B2B buying experience. Yes, the project took time to complete. But in the process, we didn't just transform CCW - we transformed how our partners work, how deals are closed, and ultimately, how Cisco does business.

Thanks to a consistent, cohesive user experience and standardization across tracks created, we received a process that was easy to build, simple to use and perform tasks, while driving reusability, consistency, and increasing development velocity. It was an ideal mix.
CCW Product Team

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Made with You in Mind ❤ — KhoaNguyen.Design — 2024

Made with You in Mind ❤ — KhoaNguyen.Design — 2024

Made with You in Mind ❤ —
KhoaNguyen.Design — 2024