Streamlined Order Management with Centralized Solutions
Streamlined Order Management with Centralized Solutions
Role
Research
Conceptualisation
Design
Dev Handoff
Team
Mehvish
Ishita
Ved
Timeline
Aug - Oct '24
What is PagarBook Geo?
PagarBook Geo is a platform designed to help businesses manage their field operations, enabling employers to assign tasks, track progress, and oversee field staff activities. Catering primarily to distribution businesses, Geo supports on-ground teams by providing tools to enhance productivity and streamline day-to-day workflows, making it an essential solution for businesses with mobile workforce needs.
Understanding the Problem
While 40% of our users run businesses in sales and services, our existing task management system primarily addressed service-based workflows. However, users needed a solution tailored to sales operations—one that could manage product orders, track progress, and streamline fulfilment.
Limitations of Task Management Systems
No SKU Management
Integration
The current system does not support SKU tracking, making it difficult for sales teams to monitor products as they move through the sales process.
Lack of Stepwise
Tracking
Businesses cannot track the progress of products at each stage, such as leaving inventory, reaching destinations, or undergoing quality checks.
Unstructured Field
Operations
Field staff relies on manual processes for managing payments and workflows, resulting in errors, missed opportunities, and wasted time
Brainstorming & Prioritisation
All ideas underwent a rigorous journey of exploration and refinement, evolving into focused, impactful solutions by the end of the process.
Business Goals
Bridging User-Centric Design and Strategic Growth Objectives
Streamline Sales
Operations
Provide businesses with a centralized system to efficiently manage orders, track staff progress, and simplify operational workflows.
Enhance
Productivity
Reduce manual effort and errors by introducing intuitive tools that support seamless order handling and staff coordination.
Drive
User Adoption
Deliver a solution that addresses user pain points in sales management, increasing satisfaction and engagement with the platform.
Design Challenge
How might we build a seamless order management system that enables businesses to process orders faster, track payments efficiently, and improve overall adoption, leading to increased user engagement and revenue growth?
Features
SKU Management
Managing SKUs with
Categories
When organizing inventory, you can group SKUs into categories to keep stock levels clear and easy to track. This helps reduce mismanagement, ensures accurate product movement, and makes order fulfillment smoother.
Order Management
Order Creation
Flow
Create and manage orders from start to finish. Select SKUs, add payments, and track progress with a simple and structured workflow.
Order Status
Customised Order
Management
Easily define and manage order statuses to match the workflow. Customise steps, track progress, and eliminate confusion with a structured order management system.
Exploration
Final
Final Designs
The order management system provides a seamless and flexible scheduling experience based on four key workflows
SKU Management
The introduction of structured SKU categorization helped businesses streamline their inventory, making it easier to add, update, and manage products. Bulk upload capabilities further reduced manual effort, ensuring a more scalable and error-free system.
Custom Statuses
By allowing users to define their own order statuses, the system adapted to different business needs, providing greater control over tracking and approval processes. This customization reduced workflow friction and improved operational efficiency.
Order Creation & Payment
A simplified order creation flow enabled users to quickly select SKUs, apply discounts, and track payments—reducing processing time and minimizing errors. The structured interface ensured clarity at every step.
Dashboard
The dashboard provided a clear snapshot of orders and payments, helping businesses track performance effortlessly. With key insights upfront, users could make faster, data-driven decisions and streamline operations.
Positive Impact & Increased Engagement
600K+
Orders created across ~5.5K paid users since release
2.5k
Paid users in the first two months of release
60%
M6 Retention
Takeaways & Learnings
One key learning from this process is the importance of early and continuous communication with developers to understand technical limitations and align feasibility from the start. Staying flexible and open to changes ensures a smoother workflow. Additionally, regularly checking in with users helps us stay aligned with their needs, ultimately leading to better product decisions and driving business growth.
Previous Project
Enhanced Shift Creation with Customizable Features
Streamlined Order Management with Centralized Solutions
Role
Research
Design
Dev Handoff
Team
Mehvish
Ishita
Ved
Timeline
Jul - Dec ‘24
Aug - Oct '24
What is PagarBook Geo?
PagarBook Geo is a platform designed to help businesses manage their field operations, enabling employers to assign tasks, track progress, and oversee field staff activities. Catering primarily to distribution businesses, Geo supports on-ground teams by providing tools to enhance productivity and streamline day-to-day workflows, making it an essential solution for businesses with mobile workforce needs.
Understanding the Problem
While 40% of our users run businesses in sales and services, our existing task management system primarily addressed service-based workflows. However, users needed a solution tailored to sales operations—one that could manage product orders, track progress, and streamline fulfilment.
Existing Solution
Task Management-
for service-based tasks
1. Create Tasks and Assign to Staff
Employers log into the platform, set up tasks with clear instructions, and assign them to staff, who instantly receive detailed notifications on their mobile devices.
2. Track Staff and Monitor Progress
Staff members are live-tracked as they head to the task location, allowing employers to monitor their real-time location, while task updates are marked separately in the app.
3. Task Completion Updates Instantly
Once the staff marks the task as completed, the employer can review the details and verify that all requirements were met.
Limitations of Task Management Systems
No SKU Management Integration
The current system does not support SKU tracking, making it difficult for sales teams to monitor products as they move through the sales process.
Lack of Stepwise Tracking
Businesses cannot track the progress of products at each stage, such as leaving inventory, reaching destinations, or undergoing quality checks.
Unstructured Field Operations
Field staff relies on manual processes for managing payments and workflows, resulting in errors, missed opportunities, and wasted time
Brainstorming & Prioritisation
Every idea went through a process of exploration and refinement, eventually shaping into clear and impactful solutions.
Business Goals
Bridging User-Centric Design and Strategic Growth Objectives
Streamline Sales Operations
Provide businesses with a centralized system to efficiently manage orders, track staff progress, and simplify operational workflows.
Enhance Productivity
Reduce manual effort and errors by introducing intuitive tools that support seamless order handling and staff coordination.
Drive User Adoption
Deliver a solution that addresses user pain points in sales management, increasing satisfaction and engagement with the platform.
Design Challenge
How might we design a solution that simplifies sales management, enables efficient staff tracking, and streamlines workflows to reduce inefficiencies and improve productivity for businesses?
Features
SKU Management
Managing SKUs with Categories
When organizing inventory, you can group SKUs into categories to keep stock levels clear and easy to track. This helps reduce mismanagement, ensures accurate product movement, and makes order fulfillment smoother.
Order Management
Order Creation Flow
Create and manage orders from start to finish. Select SKUs, add payments, and track progress with a simple and structured workflow.
Order Status
Customised Order Management
Easily define and manage order statuses to match the workflow. Customise steps, track progress, and eliminate confusion with a structured order management system.
Exploration
Final
Exploration
Final
Exploration
Final
Final Designs
The order management system provides a seamless and flexible scheduling experience based on four key workflows
To Define Statuses
Defining Order Stages
Customize the order process by adding status steps that align with business workflows.
To add SKUs
Structuring Inventory
Organize SKUs with customizable pricing, taxes, and discounts for easy order management.
To Create Order
Order Management
Quickly select SKUs, assign order details, and streamline fulfillment with a structured process.
To view on Dashboard
Dashboard View
Quickly select SKUs, assign order details, and streamline fulfillment with a structured process.
SKU Management
By introducing structured SKU organization and bulk additions, we empowered users to manage products effortlessly while enhancing overall operational efficiency.
The introduction of structured SKU categorization helped businesses streamline their inventory, making it easier to add, update, and manage products. Bulk upload capabilities further reduced manual effort, ensuring a more scalable and error-free system.
The introduction of structured SKU categorization helped businesses streamline their inventory, making it easier to add, update, and manage products. Bulk upload capabilities further reduced manual effort, ensuring a more scalable and error-free system.
Custom Statuses
Define order statuses that fit your workflow or use system-generated ones like Received, Approved, Rejected, Completed, and Cancelled. This keeps order tracking clear and reduces confusion.
By allowing users to define their own order statuses, the system adapted to different business needs, providing greater control over tracking and approval processes. This customization reduced workflow friction and improved operational efficiency.
By allowing users to define their own order statuses, the system adapted to different business needs, providing greater control over tracking and approval processes. This customization reduced workflow friction and improved operational efficiency.
Order Creation & Payment
Quickly create orders by selecting SKUs, setting quantities, and applying discounts. Securely process payments and track transactions—all in one seamless workflow.
A simplified order creation flow enabled users to quickly select SKUs, apply discounts, and track payments—reducing processing time and minimizing errors. The structured interface ensured clarity at every step.
A simplified order creation flow enabled users to quickly select SKUs, apply discounts, and track payments—reducing processing time and minimizing errors. The structured interface ensured clarity at every step.
Dashboard
Get an overview of orders, payments, and inventory at a glance. Stay informed with key insights and quick access to essential business metrics.
The dashboard provided a clear snapshot of orders and payments, helping businesses track performance effortlessly. With key insights upfront, users could make faster, data-driven decisions and streamline operations.
The dashboard provided a clear snapshot of orders and payments, helping businesses track performance effortlessly. With key insights upfront, users could make faster, data-driven decisions and streamline operations.
Positive Impact & Increased Engagement
+20%
Adoption
+30%
New Users
+20%
Adoption
Take Aways & Learnings
One key learning from this process is the importance of early and continuous communication with developers to understand technical limitations and align feasibility from the start. Staying flexible and open to changes ensures a smoother workflow. Additionally, regularly checking in with users helps us stay aligned with their needs, ultimately leading to better product decisions and driving business growth.
Previous Project
Enhanced Shift Creation with Customizable Features
Enhanced Shift Creation with Customizable Features