Advanced shipment notice

Advanced shipment notice

Advanced shipment notice

Enabling customers to send equipment to Firstbase warehouses

Enabling customers to send equipment to Firstbase warehouses

Enabling customers to send equipment to Firstbase warehouses

Firstbase is a B2B service with a focus is on remote equipment management and logistics.

My role: Lead Product Designer

My role: Lead Product Designer

My role: Lead Product Designer

Key contributions: Stakeholder interviews, requirements-gathering, visual & interaction design

Key contributions: Stakeholder interviews, requirements-gathering, visual & interaction design

Key contributions: Stakeholder interviews, requirements-gathering, visual & interaction design

I collaborated with Design & Brand to explore new visual initiatives and partnered with Product & Engineering to define a very slim MVP.

I collaborated with Design & Brand to explore new visual initiatives and partnered with Product & Engineering to define a very slim MVP.

I collaborated with Design & Brand to explore new visual initiatives and partnered with Product & Engineering to define a very slim MVP.

Project Summary

Project Summary

Project Summary

Problem: Customers and prospects wanted to use Firstbase as a hardware management solution, while maintaining their existing, lower-cost purchasing relationships with VARs and OEMs.

Problem: Customers and prospects wanted to use Firstbase as a hardware management solution, while maintaining their existing, lower-cost purchasing relationships with VARs and OEMs.

Goal: Design a way for customers to provide info required by our warehouse team to identify & handle inbound shipments

Goal: Design a way for customers to provide info required by our warehouse team to identify & handle inbound shipments

Impact: Enable a new service for customers and prospects to increase sales growth, while empowering warehouse operations team to adopt the new service with minimal risks.

Impact: Enable a new service for customers and prospects to increase sales growth, while empowering warehouse operations team to adopt the new service with minimal risks.

Receiving at the warehouse sucks, we need ASNs

Receiving at the warehouse sucks, we need ASNs

Surprise packages are a problem for the warehouse team, they need to know what's coming and going out for several reasons:

Surprise packages are a problem for the warehouse team, they need to know what's coming and going out for several reasons:

  • Security and safety for people in the building

  • Identifying which packages are for what customers to organize inventory

  • Setting expectations of how much inventory to process for planning

Despite these issues, customers and prospects were specifically wanting to send us equipment regardless, and they want this service yesterday. I worked with the Director of Product & Operations teams to define the requirements needed to support this both on the backend processes and customer-facing features.

Despite these issues, customers and prospects were specifically wanting to send us equipment regardless, and they want this service yesterday. I worked with the Director of Product & Operations teams to define the requirements needed to support this both on the backend processes and customer-facing features.

What's an Advanced Shipping Notice (ASN)?

What's an Advanced Shipping Notice (ASN)?

What's an Advanced Shipping Notice (ASN)?

ASNs provide detailed information about pending deliveries. The warehouse team needs customers to submit ASNs to our platform so that they have a better idea of what's expected to be received at the warehouse.

ASNs provide detailed information about pending deliveries. The warehouse team needs customers to submit ASNs to our platform so that they have a better idea of what's expected to be received at the warehouse.

Allowing customers to submit ASNs

Allowing customers to submit ASNs

This was the core customer-facing feature needed to support the new service. I worked with the operations team to negotiate data points needed in the form.

This was the core customer-facing feature needed to support the new service. I worked with the operations team to negotiate data points needed in the form.

The more data we collect, the better - but ultimately, we needed a unique identifier that a warehouse associate can scan.

♨️ Challenge: How we decided on tracking IDs for MVP

While the ultimate use for this feature was customer's directing their orders to our warehouse, some were looking to send us equipment from their own facilties. Different data points were being tossed around such as Vendor Confirmation Number, PO Number, and Tracking IDs. Given that not everything will have the first two, we went with tracking IDs, because they would also be scannable for our warehouse associates from outside the box.

♨️ Working with over 20 teammates

While the ultimate use for this feature was customer's directing their orders to our warehouse, some were looking to send us equipment from their own facilties. Different data points were being tossed around such as Vendor Confirmation Number, PO Number, and Tracking IDs. Given that not everything will have the first two, we went with tracking IDs, because they would also be scannable for our warehouse associates from outside the box.

Designing with the rebrand: make it conversational

Designing with the rebrand: make it conversational

Along with this initiative, there was another on from Marketing & Creative. We were working towards a rebrand, which included new fonts, colors, and feel.

Along with this initiative, there was another on from Marketing & Creative. We were working towards a rebrand, which included new fonts, colors, and feel.

I originally designed a form that utilized existing components and followed patterns we had. However, these were not very intuitive, being in modals. They were also quite dry when we wanted to move towards something personal and converational.

I took these to critique with the design and product team, and proposed a new wizard pattern for us to explore and recycle in other parts of the experience & product as we developed the brand. This utilized the new colors and assets that we were working towards.

Given the urgency of the service though, I knew that this was going to evolve pretty drastically.

But customers wanted this yesterday!

But customers wanted this yesterday!

While the explorations helped paint a picture of the direction the product could go, it was crucial that we deliver this feature as soon as possible. Given that I negotiated which data points to collect with the Operations team early on, I worked with engineering and product to utilize what we did have available in the Design System, ultimately cutting the project timeline down by months.

Next Steps

Next Steps

We shipped an extremely pared down MVP in order to meet customer demands. On the product side, next steps includes measuring how well this works both internally and externally as well as take stock of other cases it might be used for that the team was not aware of. On the design and creative side, there was a lot of work in nailing down the new brand refresh and updating the design system to accommodate a consistent brand and product user experience.

Kind words from my teammates

Kind words from my teammates

Along the way, my teammates were kind enough to give me kudos for my work:

Along the way, my teammates were kind enough to give me kudos for my work:

"Martha is one of the most creative designers I have had the pleasure of working with. She can quickly take extremely complex subject matter and break it down into digestible form by asking great questions. From there, she really will impress! She can rapidly put together designs that will blow you out of the water. She does all of this while radiating the most authentic positivity. It was always a highlight for me when Martha was walking me through one of her designs, wire frames or process flows." — Dan De Vries, VP of Global Operations

Lessons Learned

Lessons Learned

Lessons Learned

Eyes on the prize

Eyes on the prize

As a product designer, I want to elevate experiences and ensure that designs are beautiful, usable, and delightful. However, a core part of the at the core of it all, I need to solve problems. I'm happy that I got to explore elegant solutions and a direction to take the product for this project, but I'm also glad that my work helped alignment with the team through visuals that allowed us to eventually get to our MVP - delivering a good enough solution for a customer pain.

Check out my other projects

Want to know more about how I work and solve problems? See my other work!

View Work

Wanna know what else I've got or more about my newer projects? Hit me up! 👇🏽

Check out my other projects

Want to know more about how I work and solve problems? See my other work!

View Work

Wanna know what else I've got or more about my newer projects? Hit me up! 👇🏽

Call me, beep me, if you wanna reach me —

marginmags@gmail.com

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