Case 08 / Pilot outcome

Validating a 3D Product Configurator With a Sales Pilot

An internal configurator pilot required a defined test audience and usage tracking before public release.

Client
Global leading height access platform manufacturer
Sector
Engineered industrial products
Capability
Digital product launch, UX testing, sales enablement
Evidence
Pilot outcome

Platforms & tools

  • DriveWorks Product configuration
  • Smartsheet Pilot feedback
  • Google Analytics 4 Device and usage analysis

Product names and logos are trademarks of their respective owners. They are shown only to identify tools used in the work; no endorsement or partnership is implied.

Evidence note: Results retain the supplied evidence label and reporting context. Attributed or estimated results describe the available record, not an unsupported claim of causation.

Customer problem

The DriveWorks configurator could create product specifications and drawings, but it still needed a launch model. Open questions included 3D file weight, mobile responsiveness, required-field validation, platform placement, email outputs and whether the sales team would use the tool in real opportunities.

Work delivered

The Rolfe Marketing team designed an internal pilot around actual sales behaviour. A staging page carried the configurator with an initial set of platforms and gave the sales team access. Staff first submitted test configurations, then used the tool when a matching live requirement appeared. A SmartSheet issue form and exportable specification logs supported the structured web-project workflow.

Delivery method

  • 01: Reviewed the journey screen by screen and required the necessary inputs before progression.
  • 02: Used Google Analytics screen-size data to challenge desktop-only assumptions.
  • 03: Preserved test records and added date filters for usage analysis.
  • 04: Created a one-week learning loop between sales feedback, bug triage and the configurator developer.

Recorded outcome

The configurator moved from development artefact to an internally released sales tool with a defined testing audience, feedback route and usage record. Internal review judged the form intuitive while capturing specific responsiveness and performance issues before public launch. Continued review could then follow a measurable adoption pathway.

What the evidence supports

The configurator pilot named its test audience and tracked adoption before public release.

★★★★★ 5.0 Average from 5 Google reviews

“attentive to our needs as we grow”

David Patrick O’Riordan, RSGx Google review
Read the Google reviews

Next step

Apply the learning to your customer journey

Turn a new configurator or portal into an adoption programme with measurable usage.

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