The client wanted to replace their legacy warehouse execution system with a modern, web-based platform supporting fixed automation, robotics, and third-party integrations. The goal was to reduce complexity, improve real-time visibility, and enable a scalable, role-based product.
As Lead UX Designer, I ran discovery workshops, led user research, and delivered a modular design system plus an interactive prototype.
Role:
Lead UX Designer
Industry:
Logistics
Tools Used:
Figma, Mural
“[The current interface] can be cluttered and overwhelming due to numerous options… Simplicity and ease of use must be prioritized” – Patrick, Project Manager
“There is a need for better dashboards and real-time insights... [the current software] is not intuitive for new users.” – Kyle, Operations Lead
Discovery & Research
Facilitated a Solution Vision workshop to align on objectives (“web-based WES”), challenges (minimize custom dev, simplify grids), and success metrics (context-help adoption, navigation ease).
Led a Likes / Improvements / New Features exercise and plotted items on an impact-vs-effort matrix to prioritize scope.
Conducted 8 structured interviews with operators, admins, and PMs to uncover pain points around UI complexity, training gaps, and alert workflows.
Collaborated with Product and Engineering leads during both the Vision workshop and prioritization matrix to ensure our UX roadmap was technically feasible and aligned to business priorities.
Solution Vision Statement
"The [Warehouse Automation Portal] is a highly intuitive, modern and efficient Warehouse Execution System that adapts to diverse industry needs. Its user-centric interface prioritizes real-time data visibility and role-based customization to streamline workflows and provide actionable insights. The trusted system leverages thoughtful navigation patterns and context-sensitive help to reduce complexity and minimize training requirements, ultimately empowering its users to seamlessly manage warehouse operations."
Research Findings
Users reported that inconsistent terminology and cluttered interfaces were the biggest barriers to efficiency.
Stakeholders prioritized real-time dashboards and at-a-glance metrics to stay on top of operations.
Interviewees consistently asked for context-sensitive help to reduce reliance on heavy training and support.
High customization demands pointed to a need for a modular framework supporting personalization without custom code.
Design & Prototyping
Created a modular design system supporting personalization without full customization (buttons, grids, role-based views)
Developed high-fidelity mockups for critical tasks like order orchestration, inventory management, and alert triaging
Delivered an interactive prototype that reflected the 3 key user journeys from the existing personas: Commissioner, Operations Manager, & Administrator