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BinWise Part 4 (In-progress Improvements)

BinWise Product Design series

Part 1: User Research, Personas, and Pattern Library
Part 2: Inventory Redesign
Part 3: Scansheet Redesign
Part 4: Aspirational & In-Progress Improvements

These are design improvements I’ve brainstormed for the BinWise product – some of them are in progress but others may not see the light of day due to one constraint or another.  More to come as I can update this!

Item Management

The app lacks a way of efficiently managing inventory items in one central place.  Many common tasks require customer support or dev to accomplish – we need to put that in the users’ hands. Tools are instead scattered across several areas, and I envision unifying that into a comprehensive management system.  Based on user feedback I established some goals and wireframes for how this would work.

High level user goal: I need an efficient method to manage my inventory items, to run better counts and lower variances, so that I can run my program more easily and accurately.

Supporting User Goals:

  • I need my inventory data represented in a way that’s easy to understand.
  • I need to remove items I’m no longer carrying, so that I can reduce clutter and maintain a clean inventory
  • I want to add, edit, and remove items in a streamlined way, so that I can get this task done faster and I am more inclined to keep my inventory accurate.
  • I need to be able to fix my mistakes (such as typos).
  • I want to utilize par to help understand my quantities on hand, help me order and re-order low items, and ensure I don’t run out of critical items.
  • I want to edit multiple items at once where it makes sense to do so.

View the interactive mockup

Wireframe examples:

main

Main management screen – improvements include a logical display of their items in a list, bulk actions, filters, robust search, and a direct link to edit an item along with a dropdown of more actions available.

new items

Item management filtered on “new items”, showing all items added within a user-specified time frame. This will help users contextualize recent activity to their program if they need to report additions to their accounting department, add new items to their wine list, and set par (a count threshold in which the system would alert you if you are at or below it)

86'd

Main management screen, currently filtered to “86’d Items” (Items with a count of 0). New functionality under “actions” includes selecting multiple items and creating a new order, add a new vintage or bottle size for the item (for example: if a user is phasing out the 2014 vintage and adding the 2015 vintage), duplicating the item and editing the info to facilitate adding new items quicker into the system, and moving to the trash if the user will not be carrying it anymore.

trash

A view for “Trash”. The system currently doesn’t handle deleting well, so I am adding it through a “move to trash” interaction as a safeguard against accidentally permanently deleting an item on accident.

 

Dashboard

A new dashboard is needed to provide better information and items that need immediate attention for our users. In a lot of cases the data exists in the app, but the app has not provided the tools to access it easily. A dashboard area will put much of that info front and center. We started with why our personas need a dashboard, along with thinking about what exactly should be there. This, plus taking into consideration user feedback, helped shape the new design.

WHY do our personas need a dashboard?

  • To act as a starting point when they log in (and a hub they can return to throughout their session) so they can get to where they need to go quickly
  • To have transparency into activity with their account, including key metrics
  • To have insight into their data, in an understandable format, in order to make better decisions about their business
  • As a messaging center to get information if something needs attention, or to receive messages from BinWise.

WHAT would a persona use the dashboard for?

  • Shortcuts to frequently used areas of the site
  • Activities they need to do – the system is proactive in telling them what items need attention
  • Help with using binwise (onboarding, tips, product updates)
  • Quick stats/reports that they can take in an a glance to get an overall picture of their account’s health

The section that would be most important to each of our personas:

  • Claire (Lead Sommelier): what she needs to take care of today; what products she needs to order
  • Jenn (Beverage Director): data that is immediate to her products (buying, selling, other…)
  • Alisa (Restaurant Owner): financials and data needed from a business standpoint, callouts to discrepancies that might be costing her money

To come:
– purchasing
– navigation restructuring
– variance report enhancements, including a list of transaction breakdowns for an item