How might we simplify the wine ordering process?
UX PROBLEM
Sour Grapes is a wine distribution company in Asheville, North Carolina. Wine is a historically relationship-based business. Roughly, out of the $330 billion global industry, only 8% of wine sales represent online ordering.

My goal was to bridge the gap between the experience of e-commerce without taking away from the strength of relationships between sales reps and customers.
BACKGROUND
IMPACT
Redesigned entire website to responsive design

Created first version of Client Portal that assists in automating order requests for clients
ROLE
UX research
Information architecture
Design system handoff
UX/UI design
SPECS
Co-founders: Devon Price, Sarrah Adler
Developer: Dave Haeffner

Start: Oct 2021
End:Jan 2022
TOOLS
Figma, Whimsical, Maze
Distribution is the 3rd step in the supply chain before wine reaches a customer’s hands. They tend to be regional dealers that focus on selling to merchants, restaurants, and hotels in their part of the country. Every single step of the purchasing process with a distributor goes through an assigned sales rep.

This is what makes wine a unique purchasing experience; the distributor has a very hands-on approach to every sale.
RESEARCH PROCESS
Wine has 4 points to sale before it reaches your table. Distribution is the 3rd B2B step.
To get a better understanding on how to structure the information presented, I conducted user interviews with existing customers of Sour Grapes. Clients included wine store owners, hotel managers, and restaurant bar managers.

I discovered that the biggest pain point for customers was knowledge.
INSIGHTS
By understanding the information architecture behind making a wine order, we can limit critical information for new customers to help them make a decision, and we can simplify the steps between each transaction for existing customers.
HYPOTHESIS
In order to tackle the two platforms: Website and Client Portal, I discovered two parameters that would define the difference between the two experiences. The website would need to be simple to encourage exploration while the client portal would need to be highly flexible to allow the customer to consider all factors when making the decision to purchase the wine.
TWO PLATFORMS, TWO EXPERIENCES
With the 2 platforms in mind, I consolidated my research and created my artifacts with my client persona in mind.
SOLIDIFYING THE ARTIFACTS
For the new customer, I discovered that the most common decision points for at a high level were: Country, Region, and Producer. Filters were limited to those 3 parameters to give potential customers a high-level view of Sour Grapes' portfolio.
UX SOLUTIONS 1: WEBSITE
TARGETING SALES PAINPOINTS
For customers who decided to purchase wine once they knew it was in stock, there was a lengthy exchange of emails that stretched over 1-3 weeks. I targeted an opportunity to eliminate the number of steps by focusing on automation in all aspects of design solutions in the client portal.
For the existing customer, the client portal would have to be more complex. Because they would be making a financial decision in this portal, they would need as much information as possible in the filters.

I added in the additional toggles that addressed the client pain point of knowledge: Allocated and Available Now. This would allow customers to browse for the present and plan for the future.
UX SOLUTIONS 2: CLIENT PORTAL
Additionally, we would need to make re-ordering wines very simple. Wine is incredibly seasonal, so I proposed a chronological structure to place re-order requests.
DESIGN SOLUTIONS 2: CLIENT PORTAL
A tab for saved wines allows the customer to sign up for email notifications for wines that are unavailable. Finally, the check out provides a request invoice pop up that alerts your sales rep via email.
DESIGN SOLUTIONS 2: CLIENT PORTAL
Initially I was unfamiliar with the incredibly human process of wine distribution. I was brought on to simply redesign the website, but as we discussed the pain points of the website, I realized that the greater need would be for a client portal. The greatest challenge I faced was "How do I design an e-commerce experience without actual e-commerce?"

I came to the conclusion that the client portal was a gateway for customers to see a lay of the land- to gather their vast resources in order to make an informed decision. This made the client portal function differently than most e-commerce websites. Instead of designing for check-out, I designed by creating an intuitive database that would help guide customers to ask questions and flexibly adapt to the changing availabilities of wine purchasing.
UX TAKEAWAYS AND LEARNINGS

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