Design partners in logistics: building a smart, automated B2B shipping platform.

Research came before screens.

All the client had was an idea and some user stories, so the first weeks looked nothing like design — they looked like research. We studied the goals, aims, and concerns of every stakeholder and their users’ needs, mapping the journey and the system before any UI was drawn. That upfront strategy is what made the design phase fast.

Dashboard: the surface users land on.

We created a simple dashboard where the user lands right after signing in. It shows the different campaigns with their type, status, spend, and revenue, the total items shipped, and the total monthly spend. For better data visualization, we integrated a graph presenting the number of products delivered.

Campaign: plan, target, and configure a branded shipping push.

The dashboard takes you to campaigns — shown in a list, with the option to create a new one. Setting one up, you add its name, goal, description, frequency, start and end dates, and type (scheduled or trigger), and see every metric on a single screen: total spend, CPA, ROAS, and revenue.

From there you select the audience, choose the products to ship with quantities, and design a kit with your brand logo and its correct placement alongside the logistics details — then review it and jump to the final page to finalize, ensuring accuracy and a smooth execution process.

Audience: manage recipients and target with precision.

We created a separate Audience section to simplify campaign management and improve targeting. Users see campaign or kit names with the number of registered members and a short description, and can create a new audience by adding name, description, personal information, and shipping details. A drag-and-drop feature lets brands add gift hampers or product samples for shipping effortlessly.

Inventory: real-time stock, deep filters, and a data view.

A dedicated Inventory section gives real-time stock visibility across everything purchased through the backend — product status, current quantity, incoming stock, usage, and out-of-stock details. Clicking a product reveals recent orders, quantity, usage in kits, variants, and status.

Advanced filters from the sidebar sort products by status, incoming stock, usage, and more, and can be saved for next time. A dashboard view adds a pie chart of total products and a graph of the most-shipped items, with a full breakdown of current, incoming, and overall stock for data-driven decisions.

User testing rewrote the flow: Campaigns became Projects.

User testing showed the campaign-creation flow could be simpler and easier to understand, so we evaluated the previous flow and designed a new, more intuitive one — starting with a workflow mind map to visualize and optimize the journey.

To simplify things, we replaced Campaigns with Projects so users could book products and branded kits more efficiently. A new onboarding screen guides four essential actions — create a project, invite team members, take a tour, and complete your profile — and creating a project starts by choosing a goal (onboarding, retention, or marketing), followed by details like name, description, and frequency.

From kit to ship: configure, bill, and approve before manufacturing.

After setup, users create a kit — selecting products and adjusting quantity, color, and specifications, then choosing packaging type, shipping method, dispatch warehouse, arrival location, and transit time. Before finalizing, a detailed billing section shows a complete price breakdown, modification options, contact information, and terms and conditions for transparency and trust.

To eliminate production errors, a three-step approval process gates the work: users upload artwork for each product, a PDF preview is generated for review, and on approval a physical sample is sent for final verification before bulk production. Once the final approval is in, bulk production begins and kits ship on schedule.