Module 1
PIM Tool with Bulk Import
Key Features
Task 1 : Designing Product Listing Page
Home & lifestyle industries, were our key user segments, which were heavily design oriented. Users would store their products mainly by product category and collections. Hence, they needed the information hierarchy on the platform to match their mental mapping.
Objective
Design products module with categorical exploration of user's inventory, where products can be distributed among multi-level category tree. Along with keyword, image & moodboard search, helping users quickly find relevant products that their clients are looking for.
The Main Filters section included a hierarchical category-to-subcategory navigation, enabling users to seamlessly traverse the category tree. Additionally, advanced filtering options based on product attributes such as size, material, and color were implemented, along with sorting functionalities to organize results based on criteria like relevance or recency.
One of the unique features I designed for the filters was the category tree filter, which provided users with a hierarchical view of their entire category structure. This enabled users to quickly navigate and identify specific products by visually exploring the category tree, streamlining the search and selection process.
The Smart Search feature was designed to allow users to upload reference images or mood boards provided by their clients. Leveraging image recognition technology, the system analyzed the uploaded visuals to identify and match similar products within the inventory. This functionality facilitated rapid product discovery, even in scenarios where insufficient metadata or product information was recorded in the inventory.
Module 2
Catalog Creation Studio
Key Features
Task 1 : Designing Product Selection Flow
The first step in the catalog creation process involved selecting products that were meticulously curated to align with the users' requirements. In the previous module, we explored how users could streamline the product identification process. This module focuses on the catalog creation workflow, which enables users to compile and present the required product data in a professionally designed template
Objective
Design the user experience (UX) for an efficient product selection process that allows users to easily browse, filter, and select products based on their requirements. Incorporate functionality to enable users to update their selection dynamically, ensuring flexibility and adaptability throughout the process. The UX should prioritize intuitive navigation, seamless filtering, and real-time updates to the selection, enhancing overall user efficiency and satisfaction.
The selected products are utilized to create professional catalogs, allowing users to choose from pre-designed templates. Users can further customize these templates by editing details, adding additional products, and generating a secure, shareable output in multiple formats.
Product Selection
The selection Ui is triggered when the user clicks on 'Create button'. Each product tile includes a checkbox for selection. Users can select individual products or use the "Select all" option to choose all the results.
A floating selection summary card is visible at the bottom-right corner, displaying the count of selected products (e.g., "1 Selected") and a thumbnail preview is shown, of the selected products with actions to Cancel & clear the selection & Generate to proceed with the catalog creation.
Templates
After completing the product selection, users were provided with professionally designed templates to streamline the catalog generation process. Additionally, they were given the option to create custom templates, allowing for greater flexibility and personalization to meet specific requirements.
This required designing an interface that allowed users to browse and explore template pages with a clear categorical segregation between system-provided templates and user-created custom templates.
Catalog Studio
This interface allows user to either design catalogs from scratch, or edit templates based on their selection in their previous state. Since the users are accustomed to creating them in presentations or Google slides, the interface is kept similar, to invoke familiarity.
The familiar interface now coupled with superior features, users have the necessary tools for adjusting backgrounds, layouts, and templates from the toolbar, along with options for zoom, undo/redo, and slide management.
Module 3
Quotations, Sales Orders & Invoices
Key Features
Multi-Document Creation : Allow users to create various documents such as quotations, sales orders, and invoices at different stages of the sales cycle, that facilitates the closing of the sales deal efficiently.
Templates : Provide professional templates, that the users can edit and update as required.
Inventory & Client Data Integration: Enable seamless retrieval of inventory product and client data while creating documents.
Document Versioning: Support version control, allowing users to maintain and retrieve different versions of each document.
Objective
Integrate document creation option, for invoices, quotations & others, similar to catalog creation flow, with the ability to chose from pre-designed templates, and edit base details about clients, and products that are added to these documents.
To maintain consistency and familiar design patterns within the platform, the steps are recreated for every document creation, including invoices, quotations or purchase orders. The forward flows, once the product and template selection are made, were dependent on the type of document.
Marvelous Ms Designer