UX Designer & Researcher
April 2022 – January 2023
Problem Statement
As a large-scale fast food chain, Chick-fil-A had a need for keeping sales records for each licensee locations. The dashboard needs 2 parts: the licensee sales portal and administrative portal
The prior dashboard design was antiquated and posed challenges for users to correctly input monthly sales. In addition, it lacked a way for users to go back and rectify errors.
Objectives
- Design a licensee sales portal (LSP) that serves as a directory to keep track of sales records
- Design an administrative sales portal (LAP) that accountant and administrators can use to close the books
Digital Product Goals
UX Designer & Researcher
April 2022 – January 2023
Problem Statement
As a large-scale fast food chain, Chick-fil-A had a need for keeping sales records for each licensee locations. The dashboard needs 2 parts: the licensee sales portal and administrative portal.
The prior dashboard design was antiquated and posed challenges for users to correctly input monthly sales. In addition, it lacked a way for users to go back and rectify errors.
Objectives
- Design a licensee sales portal that serves as a directory to keep track of sales records
- Design an administrative sales portal that accountant and administrators can use to close the books
Digital Product Goals
UX Designer & Researcher
April 2022 – January 2023
Problem Statement
As a large-scale fast food chain, Chick-fil-A had a need for keeping sales records for each licensee locations. The dashboard needs 2 parts: the licensee sales portal and administrative portal.
Objectives
- Design a licensee sales portal that serves as a directory to keep track of sales records
- Design an administrative sales portal that accountant and administrators can use to close the books
Digital Product Goals
Dashboard features for licensees
UI design included:
- Calendar inputs for monthly sales
- Inputs for third party mobile app sales, and monthly catering sales
- Upload file feature for monthly sales report
- Total monthly sales record
- Submission status directory
Dashboard features for administrators
UI design included:
- Review for pending submissions
- Licensee location directory
- Modals to include individual licensee locations
- Ability to approve and deny monthly sales submissions
Userflow scenarios
Final Product
Licensee Sales Portal (LSP)
Licensee Administrative Portal (LAP)
Outcomes
Here were the outcomes of the sales portal dashboard design:
- Reduced help desk tickets by 20% in the first quarter following new UI launch
- Increased the accuracy of sales data entries to 98.6% by reducing errors to 1.4%
- Reduced the time taken for daily, weekly and monthly sales reconciliations by 34%
- Reduced errors in monthly and quarterly revenue reporting by over 52% through improved reporting form submissions
Dashboard features for licensees
UI design included:
- Calendar inputs for monthly sales
- Inputs for third party mobile app sales, and monthly catering sales
- Upload file feature for monthly sales report
- Total monthly sales record
- Submission status directory
Dashboard features for administrators
UI design included:
- Review for pending submissions
- Licensee location directory
- Modals to include individual licensee locations
- Ability to approve and deny sales submissions
Dashboard features for licensees
UI design included:
- Calendar inputs for monthly sales
- Inputs for third-party mobile app sales, and monthly catering sales
- Upload file feature for monthly sales report
- Total monthly sales record
- Submission status directory
Dashboard features for administrators
UI design included:
- Review for pending submissions
- Licensee location directory
- Modals to include individual licensee locations
- Ability to approve and deny monthly sales submissions
Userflow scenarios
Final Product
Licensee Sales Portal (LSP)
Licensee Administrative Portal (LAP)
Userflow scenarios
Final Product
Licensee Sales Portal (LSP)
Licensee Administrative Portal (LAP)
Outcomes
Here were the outcomes of the sales portal dashboard design:
- Reduced help desk tickets by 20% in the first quarter following new UI launch
- Improved system response time to under 1.5 seconds and reduced loading speeds to under 2 seconds for all usage periods within 12 months
- Increased the accuracy of sales data entries to 98.6% by reducing errors to 1.4%
- Reduced the time taken for daily, weekly and monthly sales reconciliations by 34%
- Reduced errors in monthly and quarterly revenue reporting by over 52% through improved reporting form submissions
Outcomes
Here were the outcomes of the sales portal dashboard design:
- Reduced help desk tickets by 20% in the first quarter following new UI launch
- Improved system response time to under 1.5 seconds and reduced loading speeds to under 2 seconds for all usage periods within 12 months
- Increased the accuracy of sales data entries to 98.6% by reducing errors to 1.4%
- Reduced the time taken for daily, weekly and monthly sales reconciliations by 34%
- Reduced errors in monthly and quarterly revenue reporting by over 52% through improved reporting form submissions
