Design & Research Tool Kit

The Challenge

To comply with my non-disclosure agreement, I have omitted confidential information in this case study. All information is my own and does not necessarily reflect the views of LTS Technologies. 

LTS is a B2B mechanize company to sell security cameras and equipment to dealers & installers. In order to maximize the efficiency of the sales team, the report system was created to help salespeople manage the orders and customers. As the company scaling up in mid-2017, the total branch number reached 18 across the U.S., and the needs of getting a connected system across different branches become urgent. So do the warehouse inventory management system.

This redesign was a one-month project based on improving the usability and scalability of the current Report System, help for the followings:

•  Visualize sales data for management purposes
• Updated inventory information across different branches
• Sales live communication tool
• Tracking & shipping integration
• Calculator for discount & shipping

Kit of Parts

The main goal is to better visualize the existing functionality of the Report system. In order to achieve this, I used the kit of parts design idea to separate information into moveable cards. Salespeople can customize their dashboard and better fit their working preferences.