Once I was provided credentials into the portal, I began documenting the Site IA, existing User flows, and UI/UI treatments. This was to fully understand how the product works today and where in my audit I see the pitfalls for design enhancements.
I gravitated towards creating/designing around user stories as they paint a clear and honest picture on what the user of the product would be going through. This in turn, provided the stakeholders and development teams a baseline understanding of how i came to my design decisions.
EOS Cloud's primary purpose is to provide the international audiences (dealers, A+D Reps) the ability to quote, order and manage products for customers.
Along with UI improvements, I made sure the user experience was intuitive and would not disrupt current workflows.
One painpoint from the platform was that their was no userflow to direct users to add products to a “basket” so they can then attach to a quote/order.
Essentially how it is done today is the user would have to create the quote first then add the products--this new feature solves that work around and directly funnels the users to that step.