Contact us at 214.516.5659 or furor6933@gmail.com

Customer Portal

Customer Portal

Customer Portal

This was our main project, already developed and running when I was hired. Once I was brought onto the project we scraped everything and started rewriting the project from the ground up with a new design and on newer code-base (react).  The previous version was developed mostly with developers with no customer input or UX of any kind. We conducted usability tests based on that previous version and drove out to various field locations to interview our customers.  We took those insights along with the new features “business” wanted integrated and developed a new look for the portal. White-boarding and brainstorming all new features before moving onto wire-frames and ultimately to our final design.

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Mobile APP Version

 

 

Admin Permissions

After the release of the new version of the Portal we decided we needed a way to turn off certain features by markets. Some markets wanted customers to have access to specific portal features and others did not. We created an Admin screen in which we could manage those from our corporate location.

View Clickable XD File HERE

 

 

Product Configurator

This project started while I was already working with Builders FirstSource so I was able to actually inject more UX into the project form the beginning

Point of View
The Windows Division needs a modern interface to manage their order process to create a solution that reduces errors and adds scalability.

  • How do we automated the process to improve online management?
  • How do we modernize the management of the system so anyone can update it?
  • How do we create a system that enables us to scale the process to other locations?

Our Design Challenge
How can we automated and modernize the order process to reduce errors, improve management and create a scalable solution?

Pain Points

  • No way to price orders unless SKU exists
  • Excel format, versioning issues
  • No way to update old quotes
  • Only 1 persons knows how the system works
  • Not scalable to other locations
  • Errors in ordering
  • No way to see/plan for upcoming orders

Opportunities

  • Automated SKU creation
  • Create online management system
  • Provide a scalable model for future integration
  • Allow for project planning, future order visibility
  • Order analytics

 

 

 

Delivery APP

This project was part of a new feature we were introducing. We wanted a way for our customers to view photos of deliveries but we also needed to create an APP for our drivers to be able to take and save those photos.

View Clickable XD file HERE

Sample

AP Project

Our AP project was a way to help automate some of the processes already being handled through excel documents. below is a sample of personas that came from in-house interviews and process documentation of everyone using the system.

Personas


AP Manager

Who – A user that works in the AP department at the corporate office, manages a team of AP processors.

Why – Same as the AP processor, but this position may only manage the transactions completed in Online to ensure the vendor is paid.

What – To manage a team of AP processors, ensure that the invoices and credits are entered accurately, ensure the vouchers in the system are paid to the vendor on time, exceptions are cleared up within the month and close the current month on time.

Pain Points

  • The Online system may not have the functionality to perform certain tasks to clear an invoice or credit for payment.
  • Some of the processes are manual and vouchers are not connected to the original PO number for tracking or research purposes.

Goals

  • The ability to systematically clear a vendor invoice or credit from a hold (exceptions) status in the Online system.
  • Allow an AP Manager to perform an action in the system that will communicate with a store manager or admin regarding the exception.
  • Remove the manual effort to clear an exception from the AP Manager’s daily tasks.
  • The ability to track and report on how an invoice or credit is cleared from the hold (exception) status.

User Journey Review the “AP queue” for items that the location has responded to with a resolution, report on the responses received from a location to determine which responses can be automated into the Online system. Clear exceptions in a timely manner so that vendors are paid on time.


Location General Manager

Who – An employee located at a BFS location that is responsible for all employees, inventory and sales for this location.

Why – The General Manager uses Online to manage the inventory and sales for their location. A General Manager can approve and close a receiving batch for purchases or services received at the location.

What – To manage the location’s employees, inventory and sales to BFS customers.

Pain Points

  • Exceptions not cleared in a timely manner could cause a strain the vendor relationship with the BFS location, as invoices are not paid on time.
  • Differences between the PO and vendor invoice could also cause incorrect inventory counts, as PO’s may not be received in total or not received at all.
  • Resolutions for exceptions have been submitted to the OPE team in AP, but the exception has not been cleared by the AP department, causing a delay in payment to the vendor or clearing the exception before month end is completed.

Goals

  • The ability to see all of the location’s exceptions in one place, instead of four different reports. These exceptions are identified by the type of exception (RAIL, STOCK, EXP or TEMP). The ability to respond in real time to an exception with a default response code (easier for reporting). – The ability to track an exception, add a buyer to the exception, to assist with resolution, and have the ability to flag an exception for follow up (waiting on the vendor to respond for resolution).

User Journey

The General Manager will go to the exceptions site, search and review the open exceptions for a location code, complete an action in the Online system if needed or research the issue and click the “respond” button to provide the OPE team a default response (apply to variance, waiting on a credit, use this PO etc.). They can add a “buyer” as a follower to help with the exception if needed. A General Manager will most likely oversee the exception process for a location, but could possibly be the employee resolving the exceptions.


Supply Chain Manager

Who – An employee that works in the supply chain department in the BFS corporate office. Oversees the ordering of material from large vendors and negotiates the payment term for the vendor invoice to BFS.

Why – The Supply Chain Manager uses Online to manage inventory totals, pricing, negotiated terms and large commodity orders of material. A Supply Chain Manager can create PO’s for vendor orders.

What – To ensure BFS is receiving the best cost from a vendor for material, manage the inventory for all BFS location’s and ensure the terms for a vendor accurate and up to date in the vendor record maintained by the AP department.

Pain Points

  • Not having vendor invoices and credits paid on time or exceptions cleared, could cause strain on a vendor relationship.
  • Terms may not be negotiated to the best term possible for the vendor, because invoices or credits are not paid on time or accurately.
  • Locations may not receive the PO in Online in a timely manner.
  • This could cause an issue on the inventory replenishment review, if we don’t have PO’s received.

Goals

  • The ability to see all of the location’s exceptions in one place, instead of four different reports.
  • These exceptions are identified by the type of exception (RAIL, STOCK, EXP or TEMP).
  • The ability to track an exception, add a buyer to the exception, to assist with resolution for a location, and have the ability to flag an exception for follow up (waiting on the vendor to respond for resolution).
  • The Supply Chain Manager can report on open exceptions for a vendor to see if there are exceptions that might be caused by the vendor pricing.

User Journey

The Supply Chain Manager can use the exception site to review exceptions in total for a vendor, location or exception reason. This review and be helpful with vendor negotiations.


AP Processor

Who – An employee that works in the AP department at the corporate office. This employee may process, research or issue payments on vendor invoices or credits submitted to the AP department.

Why – The AP Processor performs their daily duties in Online in order to pay an invoice or credit to a vendor for the company. Invoices and credits from a vendor are sent to the AP department, the AP Processor will process, research to clear an exception or issue a payment for the vendor invoice/credit. Once the AP Processor has the resolution to clear the invoice or credit from the exception report, the processor will take an action in Online, like override, enter a credit memo or additional invoice.

What – To ensure the vendor is paid accurately and in a timely manner for the invoices or credits that are submitted to the AP department. And to ensure the exception is cleared correctly.

Pain Points

  • The Online system may not have the functionality to perform certain tasks to clear an invoice or credit for payment.
  • Some of the processes are manual and vouchers are not connected to the original PO number for tracking or research purposes.

Goals

  • The ability to systematically clear a vendor invoice or credit from a hold (exceptions) status in the Online system.
  • Allow an AP Processor to perform an action in the system that will communicate with a store manager or admin regarding the exception.
  • Remove the manual effort to clear an exception from the AP Processor’s daily tasks.
  • The ability to track and report on how an invoice or credit is cleared from the hold (exception) status.

User Journey

Review the “AP queue” for items that Monica has responded to with a resolution, report on the responses received from Monica to determine which responses can be automated into the Online system. Clear exceptions in a timely manner so that vendors are paid on time.


Buyer

Who – An employee that works in a BFS location or BFS corporate office. Creates purchase orders for vendor material that will be delivered to a BFS location.

Why – A Buyer will use Online to create the PO with line item details of material that needs to be ordered for a location to sell to a customer.

What – To ensure the location or company as a whole receives the material needed for a customer sale. As vendor invoices or credits are listed on the exception report, the Buyer will research the exception reason for these invoices and respond to the OPE team with resolution in order for the invoices to be paid.

Pain Points

  • Not having vendor invoices and credits paid on time or exceptions cleared, could cause strain on a vendor relationship.
  • This could cause issues with new orders from a vendor for a location or corporate buying.
  • Locations may not receive the PO in Online in a timely manner.
  • This could cause an issue on the inventory replenishment review, if we don’t have PO’s received.

Goals

  • The ability to see all of the location’s exceptions in one place, instead of four different reports.
  • These exceptions are identified by the type of exception (RAIL, STOCK, EXP or TEMP).
  • The ability to track an exception, add a buyer to the exception, to assist with resolution for a location, and have the ability to flag an exception for follow up (waiting on the vendor to respond for resolution).
  • The Buyer can report on open exceptions for a vendor to see if there are exceptions that might be caused by the vendor pricing.

User Journey

The Buyer can use the exception site to review exceptions in total for a vendor, location or exception reason. A Buyer can also be someone at the location or corporate office that will be researching and responding with resolutions for exceptions at a location.