User Experience Design Case Study:
Streamlining Bluprint's Checkout Flow

© NBCUniversal

My Responsibilities:

  • Current state analysis: document current user experience to determine usability issues and identify areas of improvement
  • Iterate on determined usability issues: simplified checkout experience for returning customers by 40%
  • Design high fidelity prototypes: designed and built out fully clickable prototypes for mobile, tablet, and desktop experience

The Short Version

Problem: the current e-commerce experience was cumbersome and frustrating for users.

The UX team knew that simplifying Bluprint's e-commerce experience would improve conversion.

Task: document a few of the current clickstreams, find one problem area, and propose a solution.

Because I had been performing QA testing on the website for nearly a year, the UX team asked me to use my extensive understanding of Bluprint's e-commerce experience to map the current flow for purchasing physical items. In addition to mapping the current clickstream, I also created responsive prototypes for what I felt would be an improvement to the process.

Solution: Simplify the checkout experience for returning customers so already-loyal customers can give us their money more quickly and easily.

I identified my own pain points and areas where I felt the experience could be streamlined without requiring developers to build out brand new functionality. This resulted in fewer actions for a returning customer to complete a transaction, increasing likelihood of purchases and less frustration for the user.

Final Product: Three interactive, clickable prototypes depicting responsive designs for desktop, tablet, and mobile resolutions that simplify the checkout process.

I began with the Desktop view, sketching up a few low-fidelity wireframes/mockups and translating them into a Sketch prototype. The Desktop prototype consisted of 18 different artboards. Once these were consistent and reflected Bluprint's existing design system, I created new files for Tablet mode (18 boards, following the same flow as Desktop) and for Mobile (24 boards).

I used InVision's Craft plugin and Sketch's native prototyping functionality to create clickable prototypes for each resolution, which can be found below.

The Long Version

Current State Analysis: Existing User Flow


The UX team knew that both external users (customers) and internal users (the Bluprint associates who create and maintain the items in the web store) were having trouble navigating the web store. Since I had a thorough understanding of the current user experience from performing Quality Assurance testing on the website for the prior eight months, the team asked if I could help out in my off time by documenting the current iteration for them.

I began by created annotated user flows using screenshots of the website, as requested by the UX Manager.

Version One

Version Two of the Bluprint e-comm web flow shows 5 different flows with pink and green markings, as well as purple labels for page types.

For my first pass at these flows, I started by cataloging the types of physical products that existed in the store. Each listing had a number of ways they could be set up in the system, each with slight differences in the purchase experience. I began by listing out the five main configurations, and finding live examples of these on our test site.

Then, I went through each flow, documenting every screen between landing on the listing detail page (LDP) through to checkout. For every step, I included documentation on what happened when a user interacted with each main CTA. I also included annotations that would provide clarity to what the user sees, such as noting when the Cart icon in the primary navigation bar updated or what determined where the user is taken when they click "Continue Shopping." Every aspect was color coded - green, unfilled boxes and arrows indicated what I clicked and where it let me, whereas my additional notes were indicated in magenta.

Feedback

These user flows are phenomenal! I love the notes you made about the cart icon changing and the order summary updating. It’s really helpful in understanding how things function. Great work!

‍The only helpful addition I can think of is to label each page (LDP, Cart Confirmation, etc.). That will give us a foundation for speaking the same language across departments

‍Other than that, I think this fidelity is fantastic. It’s a great level of detail without being overwhelming or confusing

- Katie Ausdemore, UX Manager, Bluprint

Version Two

Version Two of the Bluprint e-comm web flow shows 5 different flows with pink and green markings, as well as purple labels for page types.

Full documents can be emailed upon request.

Once I had implemented Katie's feedback - indicated in the flow above with purple labels for page types - I was ready to start brainstorming improvements.

How to Improve

Usability Issues

  • Too many clicks between deciding to purchase and completing checkout. Even for the simplest transaction, users need to click through 5 different screens (either unique pages or sections of the same page) to complete a checkout. While this may be necessary for new customers, returning customers - for whom we've already collected basic shipping and payment information - should have an easier avenue for checking out.
  • Too many options on the backend. Because there were so many different ways to configure items for the Merchandisers who were maintaining the store, there was confusion even among employees on all of the complexities of buying items in the shop.
  • Lackluster LDP design that complicated the shopping experience. The listing detail page (LDP) layout was sleek and modern, but didn't do a great job of highlighting the competitive advantages of the product. It was also difficult to determine what exactly was included with purchase for each listing. In the case of items that required other purchases for the user to create a finished craft, it was unclear whether or not these had to be purchased separately, and what the user's choices were if so.

My Recommendation

In a perfect world, we could have dedicated all of our developers to fixing each of the three problems above. However, fully re-architecting the backend and a total redesign of the LDP were gargantuan tasks due to how the system had been set up and updated over the years.

Therefore, I recommended a redesign of the checkout flow - everything after adding an item to the cart - using existing functionality that had already been built out for other areas of the site.

Existing Bluprint Checkout Flow

Original user flow for Bluprint's returning customer checkout flow illustrated in teal and bright purple

Existing Checkout Flow, In Detail:

Click each tab below to see the existing version of each page, the usability issues I discovered, and how I addressed them in my redesign.

On the Listing Detail Page

A screenshot of Bluprint's Listing Display Page prior to the redesign

This flow starts on a listing detail page; the user would make any necessary selections (such as size or color) and click "add to cart".

While there is ample room for improvement on the LDP, redesigning this was already an ongoing project for the UX team, so I decided to exclude it from my own project.

After adding an item to the cart

A screenshot of Bluprint's Cart Confirmation page prior to the redesign

The user is navigated to a separate Cart Confirmation page, which displays basic information about the item that was added to their order, a summary of their order as it currently stands, and a few modules of recommended upsell items.

The CTA options for their cart are "Continue Shopping" or "Proceed to Checkout." There is also a very small text link under the CTA buttons to "Edit Cart," which took me longer to notice than I'd like to admit.


This information could be presented better by presenting fewer targeted recommendations, making the user's navigation options clearer, and utilizing existing modal/pop up functionality instead of navigating the user to a brand new page.

If the user selects "Continue Shopping" CTA

A screenshot of the existing Bluprint Continue Shopping page at the time of the redesign

If the user clicks "Continue Shopping," they will be sent to wherever they had previously been before opening the LDP. While this makes sense when the system can determine where exactly they were last, there are many situations (such as navigating to Bluprint from an external link) when the system is unable to determine where to send them. This creates inconsistencies in the user experience.

While I did not address this in my redesign, I chatted with the UX team about possible areas of improvement in this part of the flow.

When the user navigates to the Shopping Cart

A screenshot of the existing Bluprint Shopping Cart page at the time of the redesign

The shopping cart page is simple and sleek - I didn't have any trouble navigating it or understanding the information presented there. The only improvement I found was to make it look a bit more polished, and to present some recommended upsell items sleekly and unobtrusively.

When proceeding to Checkout

A screenshot of the existing Bluprint checkout page at the time of the redesign

Even though information is saved for returning users, the Checkout page requires them to click through every section of the page (Shipping, Delivery, and Payment information entry areas) with individual CTAs. This makes sense for new users for whom we have no information; however, for returning buyers, it creates more steps than is necessary.

I wanted to make it so that returning customers could presented with all saved information in a way that allowed them to edit what needed to be edited, and accept everything that was good to without having to check each individual box.

Additionally, there was no way to dismiss the membership upsell module at the top of the page, taking up valuable real estate (particularly in mobile).

After completing Checkout

A screenshot of Bluprint's Order Confirmation page prior to the redesign

Finally, the Order Confirmation page displays a success message, basic information about the transaction, and more upsell recommendations. I didn't see any major usability issues here, so I just updated it for simplicity and to match the visual design of the rest of the flow.

Areas of Improvement

  • Cart Confirmation. Why navigate the user to a completely separate page to confirm that an item was added to the cart? Even with the "Continue Shopping" button, it was an unnecessary step away from browsing for more items. While this was probably necessary in previous iterations of the website, the current iteration includes plenty of modals that pop up on various commands; I recommend we use these instead for confirm
  • Checkout. If we already have all of a user's information, why not present it as whole instead of having them click through every individual section? Instead, I recommend we display all saved information at once, and then allow users to jump into any sections that specifically need to be changed.

Simplifying Checkout

To simplify the checkout flow, I focused on two main improvements: reduce the number of pages users visit in order to checkout, and limit the number of required interactions along the way.

I debated whether or not we should care about the total number of clicks, because I know that's a slightly contentious design rule. Steve Krug notes in Don't Make Me Think that "three mindless, unambiguous clicks equal one click that requires thought." However, I still included it as a goal due to our customer demographics.

Many of Bluprint's customers are located in areas that have poor internet access; therefore, simplifying the number of individual actions it takes to complete a checkout makes it easier for customers to check out. Additionally, the majority of Bluprint's customers are older women who report low levels of tech savviness. Because of this, I suspect that simplifying and streamlining the actions expected of customers would increase sales and customer loyalty.

Out of Scope

This redesign does not include:

  • New customer experience. I want to test these improvements to make sure they increase conversion rates before over-committing the dev team, so this project only makes changes for existing customers - new customers will go through the existing checkout flow.
  • Existing visual bugs. There are a handful of known bugs that don't affect the website's functionality (for example, there's incorrect spacing on the Tablet version of the LDP under the "Add to Cart" button).
  • Net new functionality. In the interest of not overtaxing developers, all functionality in this redesign - the Cart Confirmation modal, and the expandable Checkout page elements - already exist elsewhere on the website.

Proposed Improvements

New User Flows

Revised user flow diagram for simplified checkout experience illustrated in teal and bright purple

The existing user flow requires more individual page views than necessary for a returning customer to complete a transaction. The first small update I made was changing confirmation pages to confirmation modals that would pop up on the current page, instead of loading a new page for every item added to cart or to confirm their purchase.

The bulk of the changes I made were on the checkout page. The four required steps on the existing checkout page display information that doesn't necessarily need to be updated for an existing user, but which the user must still click through individually. Instead, I presented all saved information on the same page. Users can then click into individual information to only update what has changed since their last transaction.

Redesigns

Sketch + Wireframe

An ideation sketch of Bluprint's revised checkout page
Medium fidelity mockup of Bluprint's checkout page redesign

Prototypes

Desktop - 1024px

Live clickable prototype

Tablet - 768px

Live clickable prototype

Mobile - 320px

Live clickable prototype

Possible Next Steps

What I Learned (so much!)