The project aimed to develop an ERP interface catering to two pivotal roles: Analysts and Reporting Managers.  To achieve this, we crafted a Design System aligned with the brand's style guide, ensuring seamless integration of high-fidelity prototypes and addressing the specific component needs for the two user flows.

The challenge with this client was the following: How can we redesign an ERP platform to balance the modern look and feel of an established luxury furniture brand, but at the same time strictly adhere to the foundational framework of the software company?

Following an in-depth client workshop to comprehend their unique needs and goals, we established four key criteria that would serve as benchmarks to measure the success of this project.

Data-driven UI Develop a user interface grounded in data-driven UI best practices to enhance user experience and usability.

Customization Enable rich customization options to meet the unique preferences and needs of individual users.

User freedom Prioritize user autonomy, providing them with the freedom to personalize their experience within the system.

Holistic system Design a comprehensive system that caters to the requirements of multiple user roles, ensuring seamless functionality and integration across the board.

After a series of workshops with the luxury furniture brand, delving into the intricacies of their users' needs and ERP requirements. This allowed us to plan and prepare for the functional scope, essential for a seamless integration. After that, while our UX team engaged in ideating and conceptualizing the main user flows and information architecture, our UI team simultaneously crafted a design system as a response to the scope. With both aspects completed, the moment arrived to harmoniously merge these elements into an elegant internal experience that would not only meet user needs but also reflect the brand's distinctive aesthetic seamlessly.

Goals:

Conduct in-depth data analysis to identify outliers in sales and inventory.

Create reports to support strategic decisions, especially in optimizing inventory levels and supplier relationships.

Collaborate with the Reporting Manager to provide actionable insights based on data analysis.

Challenges:

Requires access to a variety of data sources to perform in-depth analysis.

Needs tools for data visualization and analytics.

Must be able to create ad-hoc reports to address specific analysis requirements.

Goals:

Monitor the overall health of the business through critical KPIs.

Receive reports and analysis from the Analyst to inform strategic decisions.

Collaborate with other departments to align business strategies.

Challenges:

Needs an easy-to-read overview of key performance metrics.

Requires regular access to sales and inventory reports for decision-making.

Values insights from the Analyst to inform strategic choices.

We sketched rough wireframes to establish clarity and a shared understanding of the UI layout and components before delving into the design phase.

Our solution balanced a variety of complex tasks with an easy-to-use, yet flexible design.  Our focus was on creating different paths for users with different jobs, like Finance, CRM, and warehouse management. This way, everyone can use the system easily, no matter their role.

Analyst flow:

Reporting Manager flow: