UX Case Study

Advanced B2B ecommerce features for electrical distributor

Crescent Electric wanted to empower their customers with a B2B ecommerce platform featuring tools such as pay by account, real-time inventory, and organization specific user roles. It also featured an advanced reorder pad functionality that could account for multiple product variants, custom client-specific product names, bulk import, and a product search integration

Client

Crescent Electric

Project Length

12 Months

Platforms

Optimizely
inRiver
Hawksearch

Role

Strategist
UX Lead
Building trust over time

A phasic approach to functionality

We developed a three phase roadmap of functionality to ease Crescent Electric's customers into their new ecommerce ecosystem. We started with the implementation of a simple CMS site, followed by the introduction of the product catalog and search functionality, and finally advanced features such as reorder pad management and organizational account features.

Empower users

B2B focused tools that encouraged brand loyalty

Ease of use is one of the most important metrics for repeat buyers. By offering tools that made product search, project organization, and purchasing a simple task, we helped to establish Crescent Electric as the ideal business partner for large-scale electricians.

Search by SKU, MFR#, or your own custom product name

Users had different ways to identify products in their workflow, and would search for them using the identification system they preferred. Users could also assigned custom names to products for faster identification. Our custom instance of the Hawksearch engine could index from multiple sources, and return accurate results no matter which identification method was used.

Select variant and add to order at product listing levels

Users could select a quantity and product variant with current pricing and real-time inventory tracking, and add to their cart without ever leaving a product listing page. This reduced the number of steps for users who knew their order needs.

Manage multiple quick-order pads

Users can set up their own quick-order pads with pre-defined quantities and variants to make repeat orders as fast as possible. Quick order pads can be locked by organizational rules, so lower level users can purchase, but not modify the products or quantities.

Invoice by job number and account

Carts can be transacted with credit cards, or charged to a specific job account to later generate an invoice. Organizational rules allow for carts using bill-to-job features to need approval from organizational managers. This gives users ultimate flexibility to purchase products for jobs in a regulated ecommerce platform.

Wireframes

Clickable prototypes to launch each phase of the project

We created a fully functional wireframe prototype to give the stakeholder team a chance to test drive our solutions and identify issues before we entered development.

Summary
This project was one of the largest ecommerce launches I've been part of. The length of this project and phased approach required a robust yet flexible design system, diligent ticket tracking, and analyzing user sessions to continuously improve the user experience.
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