Order Management System & CMS Builder HDR Print
Order management, innovative corporate website and order builder for a printing company
About HDR Print
Order Management System
- Discovery phase
- Product development
- Customer can see the final view of the ordered product – decreased customer complaints
- Customer got a transparent price building – decreased the number of contact requests with questions on the price building leading to increase in sales
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Business goals that were identified before the start of development:
- To optimize the order placement experience for the customers by visualizing their final product and providing the calculator widget for real-time order estimation.
- To develop the Order Management System that would combine and link other external tools the
company uses in one omniportal.
Considering the main objectives for the future solution, we built a plan with the following steps:
- Implement builder that gives the ability to create printing orders indicating picture, product sizes, quantity, material, grommets, wind slits, welding, rope, pole pockets, contour cut, etc.
- Develop a user-friendly order management system to manage the orders and add new products.
- Develop a sales accounting system to help salespeople to monitor their sales goals.
- Improve the UI\UX design and make it comprehensive.
- Provide better checkout and payment experience.
The order builder is one of the centerpieces of the system and provides the ability to see the visualized version of the product. As soon as customers add the size of the product either from the predefined options or by entering the custom size, they are able to see it on canvas together with the uploaded picture for the front and backside. The material for production, contour cut, poles, etc that customers can add to the order are immediately reflected in a transparent invoice in the right panel, enabling price management.
HDR Print has a constructor of products available in the secure admin panel, the main purpose of which is to set up the configuration of the product by indicating the attributes that each product allows to enhance. E.g. adding of rope is available for product like a banner but not for core. If product allows only standard sizes selection, then admin would add the list of such in admin panel limiting users from set up of custom size. Each and every attribute and combination of attributes are available for the HDR Print admins configuration.
Since the main client persona that the company works with is a reseller, the system automatically limits all other buyers from registering on the website. This allows to save employees time on post moderation of users.
Sales plan management
In order to provide the sales plans execution, HDR Print introduced the system to track the sales goals, where managers could set up a sales goal for each salesperson working for the company, as well as overall monthly and annual goals. The system tracks the percentage of goal completion as the orders are placed by the customers highlighting the most effective members of the sales team.
Order management system
The order management system provides two levels of access – managers, who have access to all system functions, and salespeople. Salespeople or managers can edit the order and add the required attributes like material, grommets, dry erase, welding, wind slits. All the shipment information and orders total charges are synched with Shipstation and Quickbooks accordingly providing the data integrity and unification. Managers can also track customers and salespeople’s activities. Salespeople can log in to the system as their customers to create orders on their behalf if there is such a need.
Content management system
Due to business specifics, the printing company sends out a lot of notifications and gives the announcements directly on the website to keep the customers informed. For this purpose, we have developed the Content Management System that provides an easy to use tool to edit the texts of all notifications that the system sends out as well as to manage the content of all pages on the website, keeping it up-to-date and SEO friendly.
Upon registration all customers get the virtual balance, which is credited in case user’s order is cancelled. As part of the client loyalty program HDR Print also provides the feature to allow the placement of orders with no prepayment only to the customers that HDR Print managers define as “allowed for pay later”. All credit and debit transactions are naturally synched with the Quickbooks for the proper accounting.
Design is what initially attracts users as it is a key part of website development. So it is vital to combine innovation and simplicity in the website’s UI and UX.
HDR Print selected a red color as a part of the brand identity. So this was a challenge for us to blend red color harmoniously as it is always easy to overdo with bright colors. That’s why we decided to dilute the design with soft colors – white as a primary and black as complementary and balance them with a red one. We also added a grey color for the background to divide different blocks.