Shypyard

Duration: October- January, 2022 (4 months)
Role: UX Researcher and Designer
Team: Tim Nguyen (Product Manager), Jonathan Glazer (Customer Success Manager), Hanwen Chang (Design Lead)
Project Overview
Shypyard, an inventory management platform, improves decision-making and efficiency and puts advanced analytics and intelligence in the hands of up-and-coming merchants to help accurately forecast and adjust demand, replenish stock, and more.
More Context: www.shypyard.com
Challenges
1) Create visuals to show the current inventory and help users to understand the meaning of safety and ideal inventory correctly.
2) Design an easy-to-understand and interactive interface when users make edits.
3) Construct a seamless user flow to navigate users to make replenishments.
4) Adaptive interface to update the safety inventory when the lead time is changed.

Kickoff

In this project, we took a Design Sprint approach through design, prototyping, and testing ideas with customers and managers. We can shortcut the endless-debate cycle and compress months of time into a single week, fast-forward into the future to see the finished product and customer reactions before making any expensive commitments.

User Interview

shoes for nurses: https://www.weargales.com/

Mike Pearl

Boss of Gales

$800,000

Monthly Sale

8000+

Followers

6%

Sales Growth

Pain Points

Identification

Identify the inventory status, and edit his Min/Max inventory for every SKU(stock-keeping unit).

Alert

Need an obvious alert when an SKU reaches that "critical" level and place an order quickly.

Complexity

The product becomes too complex for the average user to understand the workflow.

"I want to be slapped on the face."

- Client Mike

User Scenario

We wanted to create a simple user flow for average merchants - from editing the min/max inventory to receiving warnings and navigating them to make replenishment easily.

Low-fi Prototype

Option 1: Change Bar Scale
√ The size of the bars stays so the chart looks very clean and clear.
× When the number of min inventory is different for different SKU, it is confusing to see the size of the bar is the same.

Option 2: Change Bar Size
√ Easier for users to understand the inventory doesn't change but the warning line changes.
× As the min inventory bar becomes shorter, the other bar become longer.

User Testing

I am confused about the UI since two same bars can mean different numbers.
Jonathan
Customer Success Manager
I prefer the second option since I assume the bar shows the actual number of stocks.
Tim
Founder of Shypyard
Min is always 0. The safety stock keeps me in business until a new order comes, and it reflects the current selling.
Mike Pearl
Boss of Gales
If this bar shows the actual number, what will the number be on the right edge?
Han Wen
Design Lead

Key Insights

We summarized three main problems after the user testing and what caused these misunderstanding.

  • Misunderstanding of Min Stock
    According to the users, they understand min inventory as the lowest inventory which is approaching to 0.

  • Inventory Calculation
    The ideal inventory is calculated based on what's my daily rate of sale long term while the safety inventory is current ADS.

  • Ratio or actual number
    The current design shows the actual number, which is easy to understand but causes many problems.

Iterations

In order to solve the problems, we spent two weeks trying different design methods and had several iterations.

Naming

Rename min as safety and max as ideal to prevent misunderstanding.

Tooltip

Provide explanations of the calculation of safety and ideal inventory.

Faded Edge

Make the users focus on status of the inventory instead of numbers.

Solutions

Challenge 1

Visuals

The background color of the total inventory reflects the status to reduce the cognitive load. The faded edges, representing the ratio help the users to focus on the center. The tooltip will also help the user to understand the calculation of safety and ideal inventory.

Challenge 2

Interaction

Users can make edits and see how the status changes responsively. They can also go back to the default number easily.

Challenge 3

Navigation

When the inventory drops below the critical line, the little red dot and popover will remind the user to make replenishment.

Challenge 4

Adaption

When the lead time of the certain product is changed, the default number of safety inventory will also be updated. If the users didn't use the default number, he will get a reminder to make updates.

Final Design

The safety and ideal inventory new feature makes it easier for merchants to manage their inventory and place replenishment.

Style Guide

We use Ant Design System and apply practical components to meet our needs, working on flexible customization and expansion.

Reflections

Although this is a minor feature, I learned how complex it could be when considering user
s' different hypotheses, possible misunderstandings, and potential impact on other parts. If given more time, I would do more usability testing and add more functions, such as filters, important SKUs, bulk editing, etc.