Redesigning PAS (Purchase Authorization System)
COMPANY
CDW (Corporate, Government, and Canada sites)
TASK
User research, competitive analysis, qualitative data, task analysis, user flows, workshop, wireframe, prototype, and
usability testing
WHAT IS PAS?
PAS enables organizations to delegate purchasing rights and control their spending
“It's like parental control, but for the workforce”
(according to a participant in one of the user-testing sessions.)
PAS USERS
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IT administrators/directors of IT - very busy and need to control budgets while supporting the organization’s IT needs
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Account Managers - want their customer(s) to be satisfied, productive, and efficient
PROBLEM
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PAS set up complicated and time consuming for users
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Low adoption and utilization due to confusing flow
STRATEGY
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Focus on PAS Administration
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Set-up flow; design a self-serve, low-touch solution
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Increase awareness
SOLUTION
User Outcome: PAS set-up should be a clear and quick process
PAS Landing page
Workflow review step
Getting-Started page
New workflow - saved
New design for Purchase and Order Manage
Create new workflow - demo
Launch Plan
IMPACT
Within the first three months, the new design resulted in a 23% increase in the numbers of customers using PAS and a 30% increase in PAS orders