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Case Study · SaaS Application

Product Configurator

Eliminating third-party SaaS dependency by building a bespoke product configurator in-house — delivering a vastly improved configuration experience.

Role
Lead UX Designer
Year
2025
Tools
Figma
AI-Augmented
Copilot · Claude · Figma AI
Product Configurator
Overview

Product Configurator

A SaaS module enabling users to configure variant products across any e-commerce platform or internal application, eliminating third-party dependency and delivering a vastly improved configuration experience.

Outcome

↑ 86%
Increase in cost efficiency
↑ 22%
Improvement in system performance
↓ 27%
Reduction in configuration time
Overall efficiency & user satisfaction
Objective

Objectives

Two core objectives: identify and document limitations of the existing third-party tool, and build an efficient proprietary configurator deployable as a SaaS module across any e-commerce or enterprise platform.

Discovery

Discovery

Understanding the Existing Tool

I engaged an SME to guide me through the tool's mechanics and terminology. Over ~7 days of hands-on practice, I developed sufficient proficiency to configure products independently and experienced firsthand how cumbersome the tool was for daily users. This direct exposure enabled authentic empathy with users and identification of friction across the entire configuration workflow.

AI in this phase — Copilot & Claude: Used Microsoft Copilot and Claude to capture and structure session notes from the SME walkthroughs, identifying recurring friction patterns and translating them into documented pain points. Figma AI was used to rapidly document and annotate early flow diagrams.
Research

Research

Stakeholder Envisioning

Structured open questions were used to identify potential users, extended scope, all possible entry points, impact areas in the existing flow, and market competitors.

AI in this phase — Copilot & Claude: Claude was used to synthesise stakeholder session notes into structured themes, surface contradictions across responses, and generate a consolidated insight summary — reducing analysis time and keeping the team aligned on priorities.
FigJam Synthesis

Persona

Having already led the BH e-Commerce portal, I was familiar with the user group, enabling a faster, more targeted interview cycle.

Persona

Key Insights

Improve overall usability and system performance
Provide visual clarity and intuitive ease of navigation
Implement proactive help text to prevent errors before they occur
Flow

High-Level Flow

High Level Flow

Key design challenges: Users had a fixed mental model around the existing tool's layout — a significantly different interface risked disrupting productivity, and unselected configuration fields needed clear contextual communication.

Design

Visual Design

AI in this phase — Figma AI: Figma AI's auto-layout and component suggestions were used throughout the visual design phase, keeping the component structure consistent with the BH Design System and reducing manual annotation work on the configurator's complex interaction states.

Design Rationale

Reduced Visual Load — Main navigation hidden during configuration, maximising screen real estate
Ease of Access — All configuration groups listed on the left panel with anchor scrolling
Reduced Motor Load — Single continuous scroll through all configuration groups
Supportive Information — Contextual help text and pricing displayed alongside each option
Action of Trust — Persistent product image in summary panel allows visual confirmation
Reduced Time to Order — All required configuration steps on a single page

Product Listing & Detail Page

For configurable products, pricing is only available after configuration. A clear CTA on the PDP triggers the configurator.

Product Listing and Detail Page

Configuration Page

On clicking "Configure", users land on the configurator with full-width real estate and a clean, focused layout.

Configuration Page

Edit Configuration

For previously configured products, the edit option from the PDP returns users to the configuration page with prior selections pre-populated.

Edit Configuration

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