Bethany Lankin

Product Compare


Summary


The Sales department asked us to address customer complaints about comparing product specifications. Buyers wanted an easy way to evaluate multiple products and feel confident in their decisions; sales reps also expressed interest.


We conducted discovery interviews and shadowed sales reps to create “day in the life” reports, then collaborated with sales and merchandising stakeholders to define goals and a vision. We developed personas, journey maps, and prototypes, conducted usability tests, and launched the feature.


User complaints decreased, and sales reps noted that simultaneous spec viewing fostered a new sense of teamwork with customers.


View all wireframes created in Axure.

Overview


Ricoh-USA makes hundreds of office products. Based on user feedback, current and potential customers who were researching equipment for lease or purchase needed an easy way to compare the specifications between products. Users were opening multiple browser tabs or windows and switching back and forth between them, or printing out several web pages to accomplish this task, which they found extremely frustrating.


After the feature was launched, an issue on the backend was discovered and the MultiQuote feature Due to an issue on the backend. Because the issue could not be properly fixed, new UX design and messaging had to be created.


Our design question was initially, "How can we help users easily compare the features of more than one piece of equipment at a time?" After the backend issue was discovered, our question became "How can we help users request quotes for multiple compared products within the constraints of the backend issues?"

Modifying product cards


A checkbox was added to the product cards. This triggered the compare bar to open and the item chosen was added to it.

Functionality


Up to four items could be added to the compare bar. A compare button brought users to the compare page. At any time, users could remove all items from the compare bar.

An example of the compare bar at the top of the page under the header on a product search results page.

Collapsable and fixed


The compare bar first appears on the product search results page, then collapses but remains visible as users navigate the site. Fixed to the top of the screen, it stays in view while scrolling. This design, based on analytics showing increased quote requests when items remain visible, ensures users don’t forget about their compared products.

An example of how the fixed bar looks on the homepage.

The Compare Page



Specifications for chosen products can be viewed are on the compare page. Product specifications are listed in columns directly below the product card they represent.

The images below show how items are displayed in the specifications area under the compare cards.

Specifications are grouped by category. The General Specifications category accordion is open by default, as can be seen in the image above. Users may collapse categories and open others for comparison. Users also have the option of expanding all of the category accordions with the Expand all link. The Expand all link becomes a Collapse all link.

Collapsing on the compare page for ease of use


As customers scroll down the page through the product specifications, the header collapses. This enables customers to view more specifications on the page at a glance. The image below shows a comparison of number of the number specifications under the full and collapsed bars. The top bar remains fixed as customers scroll down the page.

Addressing a backend issue: MultiQuote 


After launching the compare feature, a long-standing backend issue surfaced: quote requests made within two minutes overwrote each other, forcing users to re-enter the same form. Previously rare, the issue became critical as compare encouraged rapid, consecutive quotes.

Customers began submitting multiple quotes quickly, but only the latest request was saved. This left sales teams unprepared and frustrated customers, creating a poor experience that needed immediate attention.


Because the backend couldn’t be fully fixed, the solution came through UX. Triggering the quote button opened a dropdown with checkboxes and clear messaging, allowing users to select multiple items. A redesigned form captured selected products, and added guidance encouraged users to wait two minutes before submitting again.


The image below shows the before and after triggered views of the animated dropdown for multiple quotes.


Before Request a Quote is triggered:

After Request a Quote is triggered:

Conclusion


The project was considered a success and helped strengthen relationships between sales and customers. Still, I would have preferred a full backend fix to eliminate the risk of quote requests being lost within the two-minute window. I also believe placing checkboxes directly under product cards would have made the experience more intuitive.


A mobile version of compare was out of scope. While challenging due to limited screen space, I would have welcomed the opportunity to tackle that problem for our users.