New Product Introduction Application

Note: Some details, visuals, and application content have been intentionally generalized, reduced in quality, or obscured to protect confidential business information.

Overview

Large enterprises have to quickly source, order, and track products and equipment. When they can’t do this, the consequences can be severe.

This is exactly what was happening for one specific company. Employees were ordering products through a fragmented mix of systems and manual processes. There wasn’t an easy way to see who ordered what, when it would arrive, or whether a spare or substitute was already sitting in a warehouse somewhere. This resulted in billions of dollars lost to redundant orders, misplaced items, and incorrect purchases. Not only that, but the process also took weeks or months to complete, which was not workable for teams that needed equipment fast.

To help solve this problem, my coworker and I were tasked with designing an application that allowed users to add new products to the product catalog so they could be quickly ordered, tracked, stored, and delivered. The entire process of adding a new product and making it available for ordering also had to be cut down to four hours or less.

User Research

We knew we couldn't start designing without first building a clear picture of who our users were and what they actually needed. Working closely with the PM and development lead, we identified several distinct user groups ranging from inventory control specialists to warehouse workers and managers.

Because users were busy and time was limited, our feedback sessions were focused and no longer than 30 minutes each. Our goals included understanding users' current workflows, workarounds they relied on to get their jobs done, and their biggest pain points.

After each session, we discussed what we'd learned, what surprised us, what we'd gotten wrong, and what we still needed to explore further.

Project exploration notes in FigJam file. Content intentionally illegible.

Exploration notes in FigJam (intentionally illegible)

After completing the feedback sessions, we translated our insights into clear user goal statements. These became our north star throughout the rest of the project. Every design decision we made was checked against them.

User goal for site designer Thomas Cade: As a Site Designer, I need to quickly create new product requests so that sites are built and maintained without any delays.

Site Designer user goal

Discovery Workshop

To deepen our understanding of the problem space, the entire team met for a week-long discovery workshop in Seattle. Through breakout groups, workflow mapping sessions, and additional user feedback sessions, we collaboratively built a shared understanding of the problem, defined requirements, and aligned on the project approach.

What became immediately clear was just how complex this space was. Things like legal requirements and necessary product documentation would have been missed if we hadn't brought everyone together. At the end of the week, we presented our plan to organizational leadership, refined it based on their feedback, and landed on the approach we would carry into MVP development.

Design and Iteration

With our user goals and requirements clearly defined, we began ideating by researching how the company’s other applications handled similar workflows. We also looked at how other companies approached product ordering and catalog management. With this information in hand, my co-designer and I began designing an initial concept.

Over the following weeks, we iterated with the team to ensure we were covering all requirements, keeping user needs front and center, and staying within the bounds of what was technically feasible.

A later version of the landing page

Later version of landing page

Later version of New Part Request page

Later version of New Part Request page

Later version of Metrics page

Later version of Metrics page

Once we were aligned on the design direction, we reached back out to users to find out:

  • Did the design make sense to them?

  • Was it easy to use?

  • Did it cover everything they’d need to do?

Their feedback helped us arrive at our final MVP design. A few surprising things we learned included:

  • Users frequently used tablets on warehouse floor, not laptops. This meant the application needed to be fully responsive.

  • Users also noted that manual data entry introduced too many errors and took too long, so key fields were updated to allow barcode scanning.

This is the kind of valuable information you learn by talking with actual users.

Initial design showing Create Part Request drawer on top of New Part Requests landing page

Initial wireframe design with a Create Part Request drawer

Development Collaboration and QA

Our involvement didn't stop at handoff. As development got underway, we worked closely with the development team, pivoting on design details where technical constraints required it.

We also performed QA reviews throughout the build to ensure what was being developed accurately reflected the approved design.

Results and Impact

After the application launched, the metrics showed meaningful progress:

  • The time required to add a new product to the catalog dropped from several weeks to an average of 4.5 hours.

  • The number of products ordered outside of the application declined week over week, making inventory easier to track and improving the accuracy of spare and substitution data.

Post-launch, we continued meeting with users which helped us make further enhancements, including:

  • Showing additional necessary fields for certain product types

  • Clarifying confusing terminology

  • Fixing bugs

  • Adding the ability to order multiple products simultaneously

  • Introducing an AI-assisted feature to immediately verify documents

Lessons Learned

Collaboration is essential: The more our cross-functional team worked together, the more we realized how important each person's perspective was. Domain knowledge that existed only in the heads of a few stakeholders, like legal and compliance requirements for specific product categories, would have been missed without collaboration.

  • Collaboration also kept momentum high. Because people were invested, they felt like genuine contributors to the outcome.

You are not the user: The user research sessions consistently surfaced things none of us had previously thought of.

  • The tablet and scanner requirements are a big example. Without deliberately going to users and asking about their real environment and workflows, we would have designed something that looked right on a desktop but failed entirely in practice.

This application is actively used and will continue to evolve. The team and I will keep tracking metrics and engaging with users to ensure it continues to meet their needs.

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