From Friction to Flow: Redesigning the Customer Configurator for Clarity and Completion

Built at Exxact Corporation — a B2B high-performance computing hardware company

MY ROLE

Product Manager · Product Designer · Design Operations · QA Lead

TEAM

2 Backend Developers · 2 Full-Stack Developers · 1 Software Intern · Junior Graphic Designer · and myself

DURATION

4 Months (Sept-Dec 2024)

the short version ↓

Context

Customer-facing product configurator used by engineers and procurement teams to spec and request high-performance computing systems

Problem

Users could browse products but consistently stalled before completing a configuration or inquiry — creating drop-off and lost leads


Solution

Redesigned the end-to-end configuration flow to surface the right information at the right step, reduce ambiguity, and create a clear path to inquiry

Impact

2–3 hours saved per feature; improved design/engineering alignment and reduced QA rework

From Friction to Flow: Redesigning the Customer Configurator for Clarity and Completion

Built at Exxact Corporation — a B2B high-performance computing hardware company

MY ROLE

Product Manager · Product Designer · Design Operations · QA Lead

TEAM

2 Backend Developers · 2 Full-Stack Developers · 1 Software Intern · Junior Graphic Designer · and myself

DURATION

4 Months (Sept-Dec 2024)

the short version ↓

Context

Customer-facing product configurator used by engineers and procurement teams to spec and request high-performance computing systems

Problem

Users could browse products but consistently stalled before completing a configuration or inquiry — creating drop-off and lost leads


Solution

Redesigned the end-to-end configuration flow to surface the right information at the right step, reduce ambiguity, and create a clear path to inquiry

Impact

2–3 hours saved per feature; improved design/engineering alignment and reduced QA rework

Measurable Reduction in Friction

Measurable Reduction in Friction

Comparing pre- vs post-launch metrics (1 month window)

*Successful completions measured by a user's ability to fix errors and submit an inquiry. Data collected via screen captures.

+22%

+22%

Successful completions

−18%

−18%

Support tickets

−23%

−23%

Engineering time clarifying orders

the problem

What Needed to Change

What Needed to Change

The old configurator caused major friction (inconsistent feedback, unclear dependencies, and outdated visuals that broke trust at every step

Our Goal

What We Set Out to Do

What We Set Out to Do

Modernize the interface, fix usability gaps, and align the tool with our new design system to create a smoother, more confident self-service experience.

Research & Key Findings

What We Discovered

What We Discovered

Through research, I shaped the final page structure to keep what worked, clarify quantities, and improve accessibility.

Methods Used

User Surveys (6 participants)

User Testing Sessions

Heat Map Analysis

ISSUES UNCOVERED

01

Confusing Part Dependencies

Vague error messages left users unable to understand why parts couldn't be selected

02

Missing Validation Feedback

Unclear visual guidance left users uncertain about their selections

03

Accessibility & Brand Issues

Low contrast failed accessibility standards; outdated styling broke brand consistency

My role

How I Led the Work

How I Led the Work

Led the design phase, guiding the process from research to final prototypes

Shared user testing and heatmap insights with cross-functional stakeholders to inform decisions

Mentored a junior designer in Figma and coordinated with our software intern to review and approve components in Storybook

Focused on UI refinements and exploring new technical features while managing QA responsibilities

Page Structure, Visual Hierarchy & Branding

Clarifying the Interface

Clarifying the Interface

Through research, I shaped the final page structure to keep what worked, clarify quantities, and improve accessibility.

Preserved the familiar part-selection flow — testing and heatmaps showed minimal friction with the existing layout.

01

Clarifying the Interface

Distinguished fixed-quantity vs variable-quantity components

02

Increased Contrast, Replaced Teal with Brand Blue

Met accessibility standards while aligning with the updated design system

03

Clearer Category Headers and Grouping

Improved scannability and helped users understand their place in the flow

04

Components Rebuilt in Design System

Ensured long-term scalability and consistency across the product

"The updated colors feel much easier to read. I'm glad we're moving in this direction."

"The updated colors feel much easier to read. I'm glad we're moving in this direction."

Sales Engineer at Exxact Corporation

Interaction Enhancements

Smarter State Cues

Smarter State Cues

Added visual cues showing disabled state until prerequisites are met, reducing user confusion about what to do next.

The Interaction

Selecting "no thanks" in the OS category will show Software parts in a disabled state until an OS is selected

Why It Matters

Users no longer hit silent errors — they see exactly what's blocked and why before they try to proceed

Feedback Improvements

Reducing Uncertainty

Reducing Uncertainty

Added loading states for perceived speed and error-recovery animations that guide users back on track without losing their progress.

Loading States

Added loading states for perceived speed, reducing user uncertainty during longer loading operations

Error Recovery

Animation replay when submitting configurations with errors + scroll to error functionality

Error Handling

Clearer, More Actionable Errors

Clearer, More Actionable Errors

Improved error messages to clearly explain the issue and guide users toward solutions — not just tell them something went wrong.

Vague message with no path to resolution — users didn't know what to fix or where

Specific, contextual, actionable — tells users exactly what to fix and where to go

QA

15 Critical Bugs Resolved

15 Critical Bugs Resolved

As QA Lead, I ran a month-long internal testing cycle — creating a comprehensive checklist covering all edge cases, identifying, documenting and resolving bugs covering data syncs, calculation logic, and spec formatting.


Some of the issues resolved are showcased on the right.

IssueSolution
GPU category ordering in emails differed from the configurator interfaceStandardized ordering across all customer touchpoints
Platform and parts information not updating correctly in customer emailsFixed data passing between configurator and email generation system
Total memory calculations were hard-coded and not updating correctlyImplemented dynamic calculations based on actual component selection
Product listing order inconsistency between builder and final displaySynchronized ordering logic across the entire configuration flow
Memory totals displayed even when "No Thanks" option was selectedModified logic to only display totals for actual component selections
Memory dropdown quantities not reflecting minimum configuration requirementsImplemented dynamic dropdown adjustments based on system requirements
Incorrect Watts and BTU/Hr specifications in PDFs and emailsImplemented precise calculation and formatting for power specifications
Configure buttons appearing incorrectly on the website due to partial MPN matchesImplemented exact MPN matching to ensure proper button display

Reflection

What This Project Taught Me

What This Project Taught Me

How this project felt, measured in challenge, teamwork, and the occasional missed lunch.

01

01

Invest Upfront to Reduce Debt

Past quick fixes led to integration issues. Thorough research upfront keeps the system healthy and reduces downstream complexity.

02

02

Prioritize Maintainability

Simplifying component behavior and reducing assumptions created a more scalable design system that teams could actually use.

03

03

Align Early and Often

Staying closely synced with engineering and QA improved technical decisions and surfaced constraints earlier in the process.

04

04

Clarify Testing Protocols

Hardware-based edge cases highlighted the need for clearer documentation and a better split between automated and manual QA paths.

04

04

Build Logic First, UI Second

Several components broke during integration because they were built with hard-coded text or without real data context — logic must come first.

DESIGNED BY KATHERINE CHHAY CHEN

®2026

DESIGNED BY KATHERINE CHHAY CHEN

®2026