REVAMP RETAIL SALETOOL

Shopping Cart & Order overview

Context of existing product

Overview mission

FOR salespeople in wholesale operations.

WHO HAS recommendations and assists in generating order lists for their B2B clients, such as restaurants, hospitals, Officer, or Minimart .

Project context

To revamp Saletools with a new codebase

Due to the limitations of the current Sale Tools' low-code, ready-to-use approach, our client has recognized its unsuitability for scaling purposes.

Problem statement

Overwhelm revamp all scope with in 3 months

'Salestools make their work process slow' - Feedback from sale manager

Scope the problem: Survey

To identify the starting point and where we are.

Validaion point

Frequently used page identification
Benchmarking the current experience by using CSAT score.

188

Salespeople response

Observation & interviews

Observation point

Observing how salespeople interact with sales tools
Understanding how salespeople collaborate with other operational teams.

Salespeople observation

Insight from survey

#1 Insight

The current experience of the tool has significant gaps compared to other similar tools in the industry.

#2 Insight

Out of the 4 main step, only 2 are frequently used.

Priority to revamp scope

From the research, the order note is the most crucial step.

Focus Area:

Support Sale Process

High Impact

It requires Sales to use it while meeting clients face-to-face (F2F) and performing order

Frequency of Use

All sales person use it every day to perform tasks.

early Iteration - Feature 1: shopping cart

Insight 1: Product images is missing.

Images are a crucial part of confirming product amounts and sizes with B2B clients.

Insight 2:

The order summary is overwhelming and inactionable.

0/5

Salespeople know that this checklist is intended to help them verify whether they will profit from this cart.

How might we...

Increase the efficiency of the order note to help Sales complete it faster and make quick decisions after meeting clients face-to-face.

Job to be done (Order note)

#1 Order note

Prioritize necessary info & Insight

Competitor research

shopping list

To learn the foundation to design the shopping list.

Learning 1 :

Grocery shopping can have both plus icon and typing to add quantity

A lot of chance users will order 0.3 Kg.

Learning 2 :

Information position pattern

Name
Current price & Promotion price
Select Quantity
Total price

Align concept with business

Due to time constraints, we are having a conversation with Sale’s manager to validate core structural information and to gather miscellaneous requirements, such as sales terms and decimal number formats.

Early Iteration - Order Note

1.Reduce the users' learning curve by keeping information in a consistent position.

2. Mid-priority information has been hidden because it is not used regularly.

Early Iteration - Order Note summary

Usability result

100%

Submit the order list

5 mins

Time Estimate (Median)

80%

They know ‘Order Margin’ compare ‘Target Order margin’
Sale mentions ‘Red one mean, require me to get approval’

Mid Iteration - Order Note

Rely on the Market Trends design pattern.

2. Improve button usability on tablets.

Final result

Decrease order submit time

3 Mins

Time Estimate (Median)

Later Iteration - Feature 2: Order note over view

Next Focus Area

Ensure product deliver

Problem statement

Salespeople are overwhelmed by information, leading to increased reliance on offline order tracking methods. This is results in ineffective customer progress monitoring and potential damage to customer relationships.

goal

To minimize offline processes, our goal is to enhance the quality of order note tracking

Gaps Analysis

Explore and UI audit the existing Experience

#1 Mapping the job to be done with existing tools

#2 Some features is not have enough support

Visualizing the job to be done

Competitor research

Table data design

To learn how to prioritize information on tables

Learning 1 :

Visual cue & Icons

Visual cues and icons assist complex table to see at the glance

Filter feature

To learn how was the pattern of filters & Functional

Learning 2 :

No need for fancy filters.

Salespeople typically track orders for the past 3 days. It would be less overwhelming to have a default filter set to 3 days instead of adding specific times or shortcuts.