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!
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.
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
– navigation restructuring
– variance report enhancements, including a list of transaction breakdowns for an item