my role

product design / user research / frontend dev

the team

1 engineer

the timeline

3 months

the tools

figma / visual studio code / mixpanel

the problem

The legacy BOM & Routing was a clunky and overly complicated workflow. New functionality and interactions continued to be added without proper UX consideration. This feature was chosen to be fully researched and redesigned after identifying an ICP and hearing consistent negative feedback from that segment of customers. The ultimate problem was that it was taking far too long to create a bill of materials and routing because of redundant clicks, hidden interactions, and a general lack of flow within the feature.

the research

We started from understanding what our users organic workflows were, So even before they were using the software - how were they solving for this problem? They would walk us through the before, the during, and the after of creating a BOM & Routing. Who communicated with who? what was communicated? why is that important? what other softwares are they using? how many times a day / week / month are they creating a BOM & routing? is it often the same? how does it differ? etc.

From the user workflows I grouped feedback into two groups - which were consistent among most and which were outliers. We mapped an ideal workflow based on the consistencies and formed a hierarchy of information and interactions within that.