All ProAg work

Testing the quoting experience with agents

A heuristic evaluation of the quoting flow, then concepts reviewed with agents and stakeholders.

Role
Contributing UX designer (SDG team)
Scope
Heuristic evaluation, Severity scoring, Quoter concepts, Printout validation
Tools
Figma
Illustration of three methods rising in fidelity: a heuristic checklist with severity scores, a quoter concept in low to mid fidelity, and a printed quote summary

Next we focused on the quoting experience, using three methods of increasing fidelity.

How the work ran

  1. Heuristic evaluation

    Grade the quoting flow and score every issue.

  2. Quoter concepts

    A low to mid-fidelity prototype, reviewed with agents.

  3. Printout validation

    The same review for printed summaries.

Three methods, from low to high fidelity.

1Heuristic evaluation

We walked through the quoting flow and graded it against Jakob Nielsen’s 10 usability heuristics, scoring each issue by how often it happens, how hard it is to overcome and how long it persists.

The 10 heuristics we evaluated against.
How each issue was scored.
Every issue documented and scored by severity.

2Quoter concepts

Building on earlier concepts, we made a low to mid-fidelity prototype, applied the design system, and reviewed it with agents and stakeholders.

3Printout validation

We did the same for printed summaries.

What came out of it

A prioritized list of usability issues, tested concepts and clear next steps for the quoting experience.

Quoting research findingsMore of the research summaries.Password required