*Some client details have been changed to protect privacy
Overview
The client needed a proof of concept for a new dashboard and reporting experience for their internal buyers.
The older system relied too heavily on Excel which just created confusion for vendor tracking, receipt organization and note sharing.
They wanted this to be shareable, versioned, and user friendly.
My Role
Created high-fidelity prototypes for a new web-based enterprise-wide solution for buyers to create, edit, store, and share important process documents such as Buy Sheets, Assortment Sheets, and Purchase Orders.
Collaborated with the core strategy team to create user flow documentation and 100+ prototypes while fleshing out best practices.
Results
Cut Buy Sheet and Vendor Receipt
Creation time by 50%.
30% Less
Product overstock in orders
Improved Analytics
For all stakeholders
My Approach
Basic Flow
As an initial trade off, the design team had to skip the initial discover phase due to time constraints. The client was fine with the potential lack of traditionally-gathered user data for in order to get initial designs off the ground. This is a very typical trade off that happens in consulting.
Component Library
After multiple discussions with stakeholders about the basic flow and getting sign off from all the important decisions makers, I moved onto starting the low fidelity component library. These components all had to be made from scratch since the client didn't have an in-house design team nor a marketing department that kept a style guide.
Components included foundational patterns such as form fields, inputs, tables, alerts, CTAs, and more.
Collaborations with PM
While I was building the system, I needed to collaborate with the client PM about user stories and features. He came with an initial list if User Stories that I needed to fulfill in my designs.
Interactive Prototype
A V1 mid fidelity prototype. Open to full screen to interact.
