Streamlining Client's In-Store Deal Solutions
Overview
Company
Cox Automotive is a global leader in providing technology-driven solutions for the automotive industry, offering services that enhance vehicle buying, selling, ownership, and use. With brands like Manheim, Autotrader, and Kelley Blue Book under its umbrella, Cox Automotive focuses on data-driven insights and innovations, such as VIN-specific tools, to help dealers, fleets, and manufacturers operate more efficiently.
About Project
This project focuses on making targeted adjustments to the existing "Showroom" application to meet Audi Dealership's (our client) specific needs, ensure compliance, and provide a seamless in-store deal-building experience. As the design lead, I ensured that the UX team was aligned with the product team, product marketing, and Engineering team, ensuring seamless collaboration and delivering an efficient, cohesive solution tailored to the client’s needs.
My Role
Research, Analysis, Product Strategy, User journey, UX Design, UX Architecture, Prototyping
Team
1 UX Designer, 1 Product Manager, 6+ Engineers
Duration
2 weeks
Tools
Figma, Mural, Rally
Impact
100 %
Revenue Retention by retaining client and avoiding OEM Decertification
25%
Increase overall platform Efficiency
50 %
Reduction from anticipated development time
42 %
Reduction in implementation costs
Project at a glance
Problem
Currently, Our Showroom Application works hand in hand with our other applications, such as VIN, Manager View, Deal List, Accelerate My Deal, etc. for it to work seamlessly as we intend.
Audi Dealership (our client) does not want to buy VIN and Manager View, but we still want to meet compliance needs, maintain OEM certification, and ensure that our client can use some of the features that "Showroom" offers.
Solution
The final design solution was to create a stand-alone version of our Showroom application that does not require a dealer to purchase VIN or any other applications for it to work.
Background
The Showroom application is designed to work seamlessly with tools like VIN, Manager View, Deal List, and Accelerate My Deal, creating a connected ecosystem for efficient deal-building. However, this dependency poses challenges for dealers who don’t purchase/use VIN or Manager View. To address these needs, this project focuses on adapting Showroom for a VIN-agnostic workflow while maintaining compliance and compatibility with existing CRM systems.
Who are the target users?
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Dealership Sales Representatives: Sales reps using Showroom to build deals in-store, particularly those without access to VIN or Manager View.
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Audi Dealerships: Dealers under Audi’s OEM certification program requiring compliance with specific standards.
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CRM-Dependent Dealers: Dealerships relying on existing CRMs to manage customer interactions and deals.
Stakeholder Interviews
I collaborated with product and engineering teams to gather and identify the critical requirements for adapting the Showroom application to meet the needs of VIN-agnostic dealerships while aligning with Audi’s compliance standards and Identified Key Business needs and constraints:
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Business Needs:
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Maintain Certification: Ensure compliance with Audi's requirements to avoid decertification.
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Seamless Integration: Leverage existing connections between "Showroom" and Audi’s CRM for a smoother operational flow.
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Minimal Changes: Implement only necessary modifications to meet Audi's needs without extensive overhauls.
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Decent User Experience: Provide a satisfactory experience for dealers using the Showroom tool.
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Business Challenges:
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Manual Negotiation Process: Recognize that negotiations are handled manually, requiring careful coordination with Audi's CRM.
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Limited Scope: Focus on selling Showroom as a tool for VIN-enabled dealers, with long-term standalone marketing plans set aside.
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Efficient Deal Building: Support Audi in creating deals in-store while navigating existing CRM workflows.
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Dependency on Audi's Systems: Ensure compatibility with Audi’s established systems and processes, which may limit customization options.
After collaborating with engineering and product teams, I analyzed the workflow and developed an optimized architectural user flow diagram to align technical requirements with user needs
Proactive Research-Driven Improvements
I conducted an informal cognitive walkthrough to evaluate the current experience and identify usability inconsistencies. This process revealed several key issues impacting the user journey. I documented these findings and collaborated with product and engineering teams to ensure they were addressed as part of this project, aligning the fixes with the overall goals for an improved and consistent user experience.
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Here are the key findings:
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1. Inconsistent representation of deals without associated car images, leading to a fragmented user experience
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2. Inconsistent treatment of the CTA “Get my deal link” causing potential confusion for users due to mismatched user expectations
Design Objectives
Combining all of my research findings, I defined a clear set of design objectives to guide and articulate the ultimate goals of the project, ensuring a focused and user-centered approach to enhancing the Showroom application. These objectives are:
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Project-Specific Requirements:
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Ensure users can operate Showroom independently of VIN and Manager View, avoiding any negotiation workflows within the application.
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Enable Audi users to send leads to the CRM.
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Inform users clearly:
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When a deal is successfully sent to the CRM.
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When an error occurs, with a suggested resolution method.
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Universal Improvements Across Showroom Application:
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Ensure users clearly understand how to share the deal link through the appropriate CTA.
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Improve clarity when users open deals without a car image, addressing inconsistencies in deal visualization.
High Fidelity Designs
I conducted a design review with the product and engineering teams to ensure technical feasibility and alignment with project goals. Following this, I performed a usability testing session with client dealership representatives to validate the designs in a real-world context. After incorporating feedback from both rounds, I finalized high-fidelity screens for desktop, tablet, and mobile breakpoints to ensure a consistent and responsive user experience.
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Below are some of the key screens in the Desktop breakpoint:
1. Dashboard Page
Before
After
“Submit for Review” CTA changes to “Send to CRM”
“Get My Deal Link” CTA changes to “Share Deal Link”
(Universal Application Change)
The current solution has an info icon and a tooltip, which is not necessary to be displayed after changing the CTA verbiage (Universal Application Change)
2. Send to CRM Modal
Before
After
“Submit” CTA changes to “Send”
“Submit to Desk Manager” Header changes to “Send to CRM”
Add “(optional)” to the Comments field to make it easier to understand that its not a required field
“Skip & Continue to build deal” CTA changes to “Cancel”
3. Success State
The success state/message remains the same as it is in the current solution today, but we changed the verbiage to "CRM"
4. Error State
Error message is displayed in an alert when the deal could not be sent to the CRM
“Send” CTA changed to “Resend” after an unsuccessful send
5. Placeholder Image
Addition of placeholder image when no car image is present in the database (Universal Application Change)
My Impact
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Improved Efficiency: Dealers without VIN access can now use Showroom effectively, reducing friction in deal-building.
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Compliance Achieved: Met Audi’s requirements, ensuring continued OEM certification.
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User Satisfaction: Positive feedback from sales reps during testing highlighted the intuitive and seamless experience.
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Business Benefits: Preserved market share by maintaining compliance and expanded the usability of Showroom for VIN-agnostic dealerships.
Lessons Learned
User-Centric Focus: Testing with dealership representatives ensured the final product addressed real-world challenges and delivered an intuitive experience.
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Collaboration is Key: Close alignment with product, engineering, and client teams streamlined the process and ensured impactful solutions.
Proactive Enhancements Matter: Addressing issues beyond the project scope, such as inconsistent CTAs and deal visualizations, added significant value to the final solution.