winsupply/user_manifest.jpgWinsupply manifest management shown across laptop, tablet, and phone

Case Study · 2017 — 2019

Winsupply

One of the largest wholesale suppliers of material for construction use in the United States. The Dayton Headquarters provide support for over 650 individually owned Local Companies, with over 650 different ways of operating their businesses.

2017 — 2019

The Scope

Company Structure

  • · Winsupply HQ
  • · 650+ locally owned Local Companies
  • · Contractors, retail, and distribution centers

Operational Software

  • · WISE Legacy (green-screen ERP)
  • · Wise2020 modernization
  • · Shipping, purchasing, receiving, picking, cycle count

The Projects

As part of the Operations IT UI/UX team, I had the opportunity to oversee design on a large collection of integrated software solutions for the Winsupply Local Companies.

These applications primarily fell within two main categories:

A homegrown enterprise resource planning (ERP) system for all major business needs, being transitioned from green screen to a modernized browser based system.
A collection of web apps and mobile applications designed to increase efficiency in warehouse management.

Frequent Challenges

  • User adoption / resistance to change
  • Walking the line between flexibility and encouraging best practices
  • 650+ opinions :)
  • Ensuring the value outweighed the losses of green screen

The Process

As the second UI/UX designer hired at Winsupply, I had the incredible opportunity to help shape our growing team and its processes.

The precise process followed was typically flexible to the needs of a specific project or feature and constantly evolved as we learned what did and did not work well in our project teams.

Typical Steps

Understand the Business Need
Concept Generation
Qualitative Research
Wireframing
Quantitative Research
Hi-Fi Prototyping
Observational Study
Usability Testing
Context of Use Analysis
Heuristic Analysis
User Interviews
Requirements Gathering
Design Process
Design Review
Design Updates
Development
Front-end review

The Work

Track Anomalies & Direct Attention

  • Project with rapid turnaround time
  • Integrated with suite of management apps and RF Scanner
  • Emphasis on mobile views
If I had a chance to do it over, I would have loved the opportunity to explore some more innovative ways to increase the value of this application. For instance, the ability to monitor this data over time for insightful trends that could help reduce mistakes or increase efficiency in the warehouse.
winsupply/Track Anamolies & Direct Attention.pngExceptions Queue surfacing warehouse anomalies, shown on desktop and mobile

Customize Process Settings

  • Clearly define related settings and decision impact
  • Influence best practices while offering flexibility to customize
  • User adoption, large change from paper process
The business need for this application was fairly specific, but limited our ability to spend time researching alternate perspectives. I looked forward to piloting this application and getting an opportunity to solicit that feedback we lacked earlier in the process.
winsupply/Customize Process Settings.pngPicking Settings configuration screen, shown on desktop and mobile

Track Process Execution

  • Reduce processing errors
  • Optimize usage for desktop and mobile RF Scanner
  • Provide keyboard based interaction to reduce mouse usage
Looking back on this design, I would have some concern about the tappable area on mobile devices, especially knowing responsiveness on RF Scanners is sometimes reduced. I would likely increase this space in tandem with user testing to verify usability.
winsupply/Track Process Execution.pngPrint Staging Labels order flow, shown on desktop and mobile

On the Warehouse Floor

Much of the warehouse work lived on the ruggedized RF scan gun. A central goal was retiring the legacy green screen without losing the speed the floor depended on — modernizing picking, receiving, and order lookup on the exact same hardware pickers already carried.

Beforewinsupply/old_scangun.jpgLegacy green-screen ERP receiving screen running on the RF scan gun
The legacy green screen — dense, keyboard-driven, and unforgiving for new hires.
Afterwinsupply/new_scangun.jpgModernized item-pick screen on the RF scan gun with barcode and serial capture
Modernized item pick — suggested location, quantity, and serial capture at a glance.
Afterwinsupply/new_scangun_2.jpgModernized order list on the RF scan gun grouped by yard, floor, counter, and mezzanine
Order lookup and assignment across yard, floor, counter, and mezzanine.

More from the Build

A wider sampling of screens across the suite — from the legacy green screen to the modernized ERP, warehouse mobile apps, and the RF scan gun.

winsupply/mobile_picking.jpgMobile picking detail screen
winsupply/B768FC0A-538C-4EB4-BFFA-67ACA7ADA9F2.jpgQueue interface shown on a phone mockup
winsupply/D639E373-30AF-4669-8856-6CB02E3DC682.jpgOrder cards shown on a phone mockup
winsupply/E4C2029F-BC0C-4689-89F0-22E6DA7FE276.jpgManifest Manager dashboard on a desktop in context
winsupply/CF1F57AF-942C-48C4-9CC8-94651E131970.jpgManifest Manager dashboard with in-process progress charts
winsupply/0817A01C-37ED-4D6A-A0CB-70B9A5EF1CBF.jpgKit Maintenance screen in the dark UI theme
winsupply/F082615A-94CC-472C-AB75-A08734917218.jpgAdvanced search and filter panel
winsupply/0EA4D96E-B91F-4758-855D-8E05D8A5F51C.jpgManifest List table view
winsupply/2F13F64C-0950-4C03-A37E-D66A99AB426D.jpgOrder Staging table view