Lucia Bustamante

Nobly Back office Redesign

Product Design

— PROJECT NAME

Nobly Back office


— ROLE

Product design


— DATE

2017


— CLIENT

NoblyPOS


Context


Nobly’s cloud-based backoffice suite produces reports as beautiful as they are powerful. The Backoffice generates 32 different reports. See what’s selling and what you’ve got in stock in real-time, or dive deep into your sales with end-of-day analytics. 



The problem


The old Backoffice was not usable, it was scarce in reports, and complex high-frequency tasks were not intuitive enough. This was being a problem for the company since the Backoffice is the tool that customers have to manage and monitor their business. The improvement of the tool was crucial to increase the level of satisfaction and credibility with our product.



Goal


Increase engagement by building new reports and redesign the existing reports improving the user experience and adding more data visualization. Improve the overall experience by designing more easy to use flows.



What was done


Reports and flows were carefully redesigned with a focus on complex reports and inventory screens. New charts and visuals were included to introduce the user to the data little by little using progressive disclossure.

The user interface changed to a more clean look and feel in wich the main focus is the data. In this new stage, a Design System was created to facilitate the handoff with developers and maintain consistency.


Metrics


First metric to measure success

Decrease churn


Traction Metric

Month-over-Month Growth


Outcome metrics

Quick understanding on how to use new reports

Perform complex tasks fast and easily




Conversion


All clients migrated to the new BO

More user retention and engagement

Increased product reliability​​​

New customers onboarded


Interviews


Interviews with owners were conducted to understand their pain points and business needs, through finding out how they used the back office on a daily basis.


We found that the stock functionality was not useful enough and was not easy to use, so they ended up using another method for stock control, like other products or even spreadsheets. 👎 


They needed reports that did not exist in the system and expressed the desire to be able to scan the information more quickly.  👎 






Old Backoffice


How might we design a more engaging and valuable backoffice that increases customer retention and decreases churn?

NEW BACK OFFICE

Stock and Reports

Backoffice login

New Stock Capability 👇


Before and After


Add Products as Standard or Unit Pricing. More flexibility when adding pricing, and variations. Modifiers as a new addition.

Variations widget, with a user friendly management of attributes and values.

The Stock functionality, with management of Standard and Complex products (combos, several variations and mofidiers, dependencies).

Linking to Other product stock.

Reports Redesign 👇

Dashboard:  3 new widgets were added, the layout was subtle changed, the charts were improved. The new style incorporated cards more rounded and with fewer shadows.

Sales summary report: A new widget was added at the top displaying main stats at glance. Relevant Sales stats were added above the chart. 

Hourly sales heatmap: This report was just a table with plenty of numbers and was very hard to scan.

A heatmap was incorporated to help the user quickly scan by color.

Profits and costs report: This is a brand new report that users were asking for, it shows the profits and costs trends.

Brand new report, Staff sales multilocation.

Brand new backoffice Design System 👇

the platform was lacking of a library of defined components

Nobly Go, the mobile version of the Backoffice 👇

https://www.noblypos.com/nobly-go


Mobile Functionality:

Add new products

View reports and filter

Stock management

BUSINESS IMPACT

All clients migrated to the new BO

More user retention and engagement

Increased product reliability​​​

New customers onboarded


Designed with  for Nobly POS. 

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