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Triquestra was modernising a complex retail platform for the cloud. The challenge was to rethink operational tasks while preserving the domain detail people relied on.
I led product discovery, workflow and interaction design, prototyping, validation and UI direction. Stocktake provided a concrete journey through setup, counting, progress and discrepancy review.
The design connects creating a stocktake, tracking its status, counting on the shop floor and reviewing discrepancies before acceptance.
Different roles and stages require different information. The experience makes those needs visible while keeping the workflow connected.
The Miro work mapped role needs across head office, the shop floor and back-office review. The current experience audit identified unclear actions, overwhelming filters and difficulty finding variance.
These findings informed clearer entry points, simpler work states and a focused discrepancy review.
Scheduled and ad-hoc stocktakes need different setup routes, then converge on the same counting task. Mapping those paths clarified the structure before wireframing.
The planning retained department, subdepartment, class and stock count groups. The diagram is a readability redraw of the original Miro flow.
Discovery identified the need to make discrepancies visible. The design separates count progress from stock and value variance, with uncounted, unmatched and matched views for targeted review.
Acceptance remains an explicit step after review. The goal was a considered operational decision, with access to the full stocktake retained.
The mobile flow connects scanning or entering a product, choosing a location and adjusting quantity. Staff can inspect and correct counted items, with an explicit checkpoint before deleting a count.
Shared foundations, controls and composed patterns support the stocktake experience. Reusable states, inputs, tables, navigation and cards give the team a consistent basis for continued product work.
We’ve worked on plenty of other projects. Check out what we’ve made here.
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