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October - December 2023

Satya Retail

Boost Efficiency, Maximize Savings: B2B Buying Made Simple for Unorganised Channels

We designed a user-friendly B2B app to simplify ordering for independent retailers and HORECA businesses. Through in-depth user research (20+ interviews) and global app analysis, we identified key challenges and opportunities. This research informed the Business Requirements Document and user interface elements tailored for this unique audience. Inspired by the client's logo, a detailed style guide ensures a seamless brand experience across both the app and website

Platform

Microsoft 365 ( CRM )

Timeline

3 months

Role

UX researcher

Understanding B2B Ordering Habits for Our Retail App

Geographic Focus:

Immersed ourselves with 20+ retailers, primarily located in Delhi/Gurgaon, with additional insights from Bangalore and Pune. Order Placement & Frequency: 

Analyzed current ordering methods, frequency, and preferred software/apps used by retailers.


Pain Point Identification:  

Uncovered key challenges and bottlenecks faced during the ordering process.


App Feature Inspiration: 

Gathered insights to inform the development of valuable features that address retailer needs.

How might we?

Enable seamless digital adoption for retailer

Process followed by the credit team

Persona for credit

Intervention areas

Ordering:


  • Missed Orders: Inefficient ordering leads to missed products and lost sales.

  • Inventory Management: Unclear sales data hinders accurate inventory management.

  • Trust Issues: Concerns about product authenticity.

  • Technical Disruptions: Power outages and network failures disrupt ordering.

  • Price Sensitivity: Competitive pricing is crucial.

  • Slow Ordering Process: Time-consuming ordering hinders efficiency.


Delivery:


  • Delivery Delays: Uncertain delivery schedules hurt customer satisfaction.

  • Lack of Tracking: Inability to track deliveries creates anxiety.

  • Multi-Branch Orders: Difficulty managing orders for multiple store locations.


Record Keeping:


  • Manual Processes: Manual invoice and payment tracking is cumbersome.

  • Inventory Recall: Difficulty remembering which products need to be reordered.

Intervention areas

Persona for customer service

Intervention areas

Key Takeaways

Potential future state roadmap

Process followed by the sales team

Persona for sales

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