COPODS DESIGN TECHNOLOGY SOLUTION LLP
Create products that resonate with users and drive business
We worked with an Order Management Platform which provides their users with a comprehensive solution that centralises Order Fulfilment, Omni-Channel Product Listings, Inventory and multi-warehouse Administration, and cohesive management of Catalogue and Marketplace Promotions.
Expert Review
Task Flow Optimization
Navigational structure Redesign
Wireframing
Visual Design
The Engagement
Crafting Optimized Solutions
Through in-depth workshops and task flow analysis, we deconstructed the convoluted order processing system. Using journey mapping techniques, we identified loopholes and crafted optimized solutions. Extensive stakeholder discussions validated our approach, leading to significant improvements: streamlined order fulfilment, more affordable actions, noticeable alerts, and identifiable tasks.
Redesigned for Effortless Navigation.
The OMS navigation is redesigned to group orders by their status. We introduced a workbench approach to help users manage delays and identify actionable orders quickly, resulting in faster, more efficient processing.
Embedded Grids for Instant Product Details.
The OMS navigation is redesigned to group orders by their status. We introduced a workbench approach to help users manage delays and identify actionable orders quickly, resulting in faster, more efficient processing.
Actions always visible, always ready.
Actions are no longer hidden! Quicker order processing is enabled with suggestive actions prominently displayed for every order and product improving workflow efficiency.
Revamping the Order Management System
We revamped all aspects of an Order Management System, to promote an enriched and task-oriented user experience. With System Guidance and Communication at each step along with clear Status Affordance, Task and Alert Updates, the redesigned platform was one which encouraged prompt resolution, reduced cognitive load and fostered business efficiency.
Order at a Glance -Detailed Overview
Provides a complete order overview, including its current state, errors, product and shipment details, along with guidance for the next steps.
Efficient Issue Resolution - Dedicated Task Hub.
A dedicated space to resolve problems and complete pending tasks for an order, ensures a focused and task-oriented user experience.
Effortless Processing -Streamlined Order Journeys.
Single Order Processing made easier, efficient and direct. Process individual orders with a streamlined interface, requiring minimal clicks and eliminating multi-tab navigation.
Immediate Insights -Affordable and Actionable Prompts.
The system now provides prompt feedback, ensuring users never feel lost. The user is clearly made aware of all relevant, recommended and mandatory , tasks and their completion status at every stage of the flow.
Guided by Conversation -Intuitive UI. Instant Affordance.
Conversational interface guides users with Order Status, Alerts and Prompts with their respective recommendations at every step.
Source: https://www.copods.co/case-studies/e-commerce-order-management/
We redesigned the CRM tool that helps users initiate and manage their clients investment journey by using advisory algorithms to identify the most suitable investments to meet their clients’ evolving financial goals and investment appetite
UX Audit
Task Flow Optimization
Navigational structure Redesign
Wireframing
Visual Design
The Engagement
Strategic Changes for Immediate impact
Identified user pain points that defined the product strategy: 40% Increase in sales revenue in 2024.
Rapid Evaluation of the current product and identification of improvements - near term and long term
Fast go-to-market of Keystone features
Improved access to key tools
Delight in Exploration
Inducing delight in exploring investment opportunities by creating an engaging and intuitive Exploratory page which used Ai and advanced machine learning to recommend personalised products for every unique client’s appetite and past purchases
Structural changes to the product for future proofing.
Introduction of data visualization and interaction patterns which increased information consumption
Redefined the product experience from an enterprise to customer facing application
Standardized Design System which lead to code reusability
Source: https://www.copods.co/case-studies/wealth-management/
Teaming up with an ed-tech innovator, we’ve transformed the college application journey for students and parents. Our partnership has cut down on manual tasks, introduced efficient application tracking, and lessened the reliance on support, creating a smoother and more enjoyable experience.
UX Audit
Task Flow Optimization
Navigational structure Redesign
Wireframing
Visual Design
The Engagement
Strategic Changes for Immediate impact
Fast go-to-market of Keystone features
Focus on students niche
A dedicated spotlight for students to showcase their unique expertise and passions through their created activities, essays, honors, effortlessly connecting them with colleges that align with their specializations.
Streamlined application process, filtering students’ expertise by portfolio
Structural changes to the product for future proofing
We collaborated with relevant product stakeholders, understood their business goals, the primary end-user profiles, and their goals as well as challenges. We leveraged the power of technology to digitise paper-based case report forms, and centralise data from various sources.
This resulted in a significant increase in data reconciliation and reporting efficiency, reduction in patient risks, and costs in conducting trials owing to manual tasks.
UX Audit
Task Flow Optimization
Navigational structure Redesign
Wireframing
Visual Design
The Engagement
Summary of main achievments when we started
Centralised & real-time clinical trial data reporting.
Real time reporting & centralised data visualization on electronic case report from data
Data transparency and trustworthiness
Consent replaces the paper-based informed consent document. This provides real-time visibility and central tracking of recruitment and enrolment metrics across trial sites.
Digital Forms
End-users can drill-down to review the data and related details for quality checks.
Reduction in time to data discovery: 33% Reduction
Saved hours of manual work: 18k+ hrs Saved
Source: https://www.copods.co/case-studies/trial-management/
We partnered with investment services company to develop a platform that simplifies investment for its users. The challenge was to present the platform’s intelligence in a clear, user-friendly manner, which we achieved through intuitive design and an offbeat, robust visual identity.
Activities
User Experience
User Interviews
Task Flow Optimization
Wireframing
Visual Design
The Engagement
Summary of our main achievements
The collaboration included designing core flows within the application supported by a modern visual experience. Additionally, we worked on the onboarding flow, dashboard, investment and transaction screens.
An elevated Fintech Experience
Visual Language
The visual language was designed through a blend of a signature logotype, bold typography, and illustrative language. Brand elements were refined across the app to strengthen the cohesive brand experience.
Custom Illustrations and pictograms
We created a multi-tiered system, featuring pictograms, icons, and full-size illustrations. We created an extensive, multi-tiered system of pictograms, icons, and full-size illustrations to provide visual cues to users, strengthening the overall usability and UX of the product
Comprehensive design system
Our comprehensive design system considered guidelines for typography, color usage, and illustration. The aim was to establish a scalable system to aid in gradually updating various portions of the app, and enables future product iterations.
Source: https://www.copods.co/case-studies/fintech-platform/
We worked with the largest provider of Virtual Machine and networking software to introduce powerful network management features that are high on usability and are accessible to differently abled customers thus increasing their potential user base.
Design system
Accessibility
Wireframing
Visual Design
The Engagement
Strategic Changes for Immediate impact
Activity we did and key outcome: Conducted rigorous in-person workshops and collaborative design sessions, This led to the release of our revolutionary MVP platform, enabling bottleneck tracking and accelerating operational agility, a key factor for early adoption.
Revamped the design system with dark mode and also made it robust & scalable which helped a team of 30+ Designers and developers
The design system ensured consistent user experiences across all products. By providing reusable components and guidelines, we reduced design and development time, enabling faster innovation and time-to-market. This system also streamlined the creation of Storybook components.
Opening up the product for differently abled customers
Provided a start point for users to achieve their tasks
We enhanced the homepage to be the primary communication point between users and the product, providing a clear summary of information to guide their next steps. It was made now flexible to cater to various user types and environments with deep customizability, offering contextual information with cross-navigation, and enabled users to complete important tasks quickly.
Keyboard Navigation
We defined a framework and set guidelines for the keyboard navigation system, which significantly reduced the time required to make any new feature accessibility compliant.
Source: https://www.copods.co/case-studies/monitoring-networking-software
We did a visual refresh for Healthcare company product which allowed their users to track and analyse their medicines with respect to competitor performance, market trend & overall sales.
Navigational structure Redesign
Wireframing
Visual Design
The Engagement
Strategic Changes for immediate impact
Enhance Navigation
We made structural changes to enhance navigation, aligning it with standardised patterns to provide a more intuitive and seamless user experience. This ensures users can easily find and access the information they need.
Visual emphasis on the primary content
Provided visual emphasis on the primary content which enabled users to focus on the data. Gave more real estate to the main content rather than non informative information on the page
Tableau Integration
We seamlessly integrated Tableau into the product, ensuring it feels familiar to users in the medical domain. This allows them to conduct analyses efficiently and comfortably within a trusted environment.
Overall Legibility
We made visual enhancements to improve legibility across charts and tables, making data presentation clearer and ensuring that users can read and interpret information more easily
Source: https://www.copods.co/case-studies/healthcare-sales-monitoring-app/
Agritech Platform
A comprehensive Seed-to-Sale Cannabis ERP solution designed to streamline operations for businesses within the cannabis industry. It offers tools for regulatory compliance, sales enhancement, production efficiency, and inventory management. With features like regulatory software integration, dynamic demand alerts, and real-time inventory updates. It’s tailored for cultivators, manufacturers and vertically integrated businesses, promising visibility, control, and streamlined workflows across multiple sites and operations.
UX Audit
Task Flow Optimization
Navigational structure Redesign
Wireframing
Visual Design
The Engagement
Feature Gating Based on Pricing Plans
Plan Definition with Dynamic UI Rendering: Created multiple pricing plans (e.g., Basic, Pro, Enterprise), each offering a distinct set of features / limitations. Adjusted the UI dynamically to show or hide features based on the user’s plan.
Feature Flags: Used feature flags to enable or disable features dynamically based on the user’s plan. This was managed using a centralized feature flagging service.
RBAC (Role-Based Access Control)
Roles and Permissions
Defined roles such as Admin (Tenant Owner), Manager, Team Member and Customer, each with specific permissions. Permissions were managed using a centralized policy engine.
UI Access
Customized interfaces based on user roles, ensuring that users only see and interact with the features relevant to their responsibilities. This was achieved by dynamically rendering components based on the user’s role.
Authentication and Authorization
Implemented using JWT (JSON Web Tokens) and OAuth2 for secure authentication, and fine-grained access control.
Monorepo Structure
Frontend
Two Progressive Web Apps (PWAs) for user interaction, built with Vue and Nuxt for faster development and a better development experience.
Backend
Backend server built with Node.js and Express, leveraging GraphQL for flexible and efficient data querying, enabling more precise and efficient data retrieval.
Shared Component Library
Maintained a shared component library using Vue and Nuxt to promote code reuse, maintain consistency across both PWAs, and speed up the development process by providing pre-built, standardized components.
Server-less Functions
Data-heavy tasks to optimize performance and scalability. These functions handled tasks like data processing, reports, and task automations.
Apollo GraphQL API
Utilized with code generation to ensure type-safe queries and mutations across the frontend, enhancing developer productivity and reducing errors.
Integration
Government Compliant Body
Two-way Integration: Ensured real-time synchronization with the government body, facilitating compliance and inventory management. Implemented using REST APIs to sync data.
Inventory Audit: Automated highlighting of inconsistent data, improving data accuracy and compliance.
Task Dependencies: Implemented a dependency engine to link dependencies between tasks and resolve them once executed. Enabled users to perform multiple tasks, syncing them in a compliant order with the body.
Shipment Provider (On Fleet)
Two-way Integration: Provided seamless tracking of sales order shipments. Integrated using On Fleet’s API, with real-time updates pushed to the frontend using WebSockets.
QuickBooks Integration
CSV Export: Facilitated easy generation of invoices for QuickBooks, streamlining financial operations.
Performance Improvements
Jobs Kanban Board
Two-way Integration: Achieved a 70% faster load time by optimizing database queries, implementing client-side caching, and using service workers for offline capabilities.
Real-time Reports
COGS (Cost of Goods Sold)
Top Performing Products
Sales Report
Inventory Value Average Inventory Age
Others
Multi-Tenancy
Security
Data Isolation: Implemented a secure multi-tenant architecture ensuring no data leakage between tenants. Achieved using a combination of tenant-specific database schemas and logical data isolation in shared databases.
Document Sharing: Used signed URLs expiring after 1 minute for secure document sharing within tenants. Implemented using AWS S3 pre-signed URLs.
Compliance and Labeling
QR Codes Generation and Scanning
Barcodes Generation and Scanning
Compliance Labels
Inventory Value, Average Inventory Age
Linked to COA reported by labs
DFS (Drug Fact Sheet)
Source: https://www.copods.co/case-studies/agritech-erp-platform/
We worked with a cybersecurity and threat intelligence platform which allowed their users to exponentially decrease the time taken to deploy protections against threats that are relevant to their organization and industry.
UX Audit
Task Flow Optimization
Navigational structure Redesign
Wireframing
Visual Design
The Engagement
Strategic Changes for Immediate impact
Rapid Evaluation of the current product and identification of improvements - near term and long term
Optimization of Key workflows which resulted in: 40% Increase in efficiency
Fast go-to-market of Keystone features
Structural changes to the product for future proofing.
Designed a Quick MVP to Revolutionize Manufacturing Processes for Unprecedented Supply Chain Efficiency. The key outcome – the release of our revolutionary MVP platform, enabling bottleneck tracking and accelerating operational agility, a key factor for early adoption.
Conducted rigorous in-person workshops
Conducted collaborative design sessions
The Engagement
Revolutionizing Manufacturing Processes
Activity we did and key outcome: Conducted rigorous in-person workshops and collaborative design sessions, This led to the release of our revolutionary MVP platform, enabling bottleneck tracking and accelerating operational agility, a key factor for early adoption.
From manufacturing optimization to Supply Chain Decision Intelligence Platform
Defined and designed use cases like demand sensing, logistics, finance, and capacity planning which created a cohesive intelligence platform.
Feature 01
ABC-XYZ Matrix Demand sensing and planning
Utilizing the ABC-XYZ matrix for demand sensing, users develop optimization roadmaps for manufacturing, logistics, and finance, targeting the transition of products from red and yellow zones to greener ones.”
Feature 02
Outbound and Inbound Material Flow on Sankey & Map
This visualization aids users in identifying logistics issues, whether they involve internal flows (plant to plant, plant to warehouse) or external flows (warehouse to distributor, POC, plant to POC).
Once a high-level problem is identified, users can delve deeper to pinpoint the exact problematic thread. The maps also help in identifying any geographical issues.
Feature 03
Critical constraint resource analysis
The CCR Analysis enables you to play around with certain manufacturing parameters and formulate the most ideal utilization and production conditions that will help boost productivity and meet Demand while also potentially reducing Working Capital
Product Efficiency and Scalability
Data Visualizations, AI Recommendations and Forecasts improved efficiency: upto 2x Faster decision making
A single source of truth for outcome-driven supply chain professionals. Full picture of end to end supply chain operations
Scalable to multiple domains apart from manufacture like transport & logistics, retails and supermarkets, ports, military and defense, food and beverages, etc
Source: https://www.copods.co/case-studies/supply-chain-management/
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