Case 03
Trader Traxx
Trading
Traxx is
dealer sales
management
dashboard.
Trader Traxx
Dashboard for Dealers
Project Overview
This project focused on designing a lead management dashboard for RV dealers, helping them organize and track customer inquiries more efficiently.
Problem Statement
Dealers of RV, often struggle to manage leads coming from multiple channels like calls, emails, and walk-ins. Without a centralized system, leads get lost in notes and spreadsheets, follow-ups are missed, and potential customers slip away to competitors. There is a clear need for a solution that tracks leads, sets reminders, and streamlines the follow-up process.
Industry
Trading
My Role
UX Designer
Platforms
Desktop and Android
Timeline
November 2023- January2024
Process
[01] User Research
Conducted competitive analysis to benchmark existing inventory management solutions and identify gaps in usability and functionality.
Led stakeholder interviews with warehouse managers, procurement teams, and supply chain leads to capture business requirements and pain points.
Facilitated user research sessions with end-users to map workflows, uncover inefficiencies, and validate design concepts.
Stakeholder's Interviews
Insights
NeeStakeholders emphasized the importance of up-to-date stock levels and location tracking to prevent stockouts and overstocking.
Current inventory tasks involve too many manual steps, leading to frequent errors and time-consuming reconciliations.
Different teams (warehouse staff, managers, procurement) require tailored views and permissions to align with their workflows.
Persona
Jhon Roberts
Marketing Manager
Content
Age: 37
Location: New York City
Truck Dealer: Moderate
Gender: Male
Goal
Boost sales by tracking leads, managing inventory, and streamlining sales.
Expand reach by attracting and engaging nearby customers.
Enhance customer experience with personalized service and smoother buying journeys.
Frustrations
Sales fluctuate seasonally, peaking in summer for RVs and winter for trucks.
Competes with large online retailers with advanced marketing and lead tracking.
Managing a diverse RV and truck inventory is complex and time-consuming.
Competetive Analysis
I did competetive analysis to gather some
insights, my aim was to identify gaps and
opportunities for BoatMart —
particularly around helping users easily
trust, browse, search, and select boats
with confidence, like how top
competitors streamline their flows.
Zoho
Inventory Management
Competitor
Findings
Users can move between CRM, inventory, and sales tools without leaving Zoho.
Allows users to personalize their views, which enhances usability for different roles (sales, ops, managers).
New users often feel overwhelmed by the amount of features and settings.
Inflow
Inventory Management
Competitor
Findings
Focused on inventory tasks; easy for warehouse or store staff to learn and use daily.
Minimal features reduce clutter; users quickly understand key functions like stock in/out and barcoding.
Feels more functional than modern; lacks the sleek, intuitive feel of current SaaS tools.
Architechture
I designed an intuitive information
architecture to streamline navigation
and optimize user workflows in the
inventory management system.
Wireframing
I created multiple wireframes and
design iterations, shaping a cleaner,
user-friendly app flow through
continuous testing and feedback.
Design System
Created a cohesive design system to
ensure consistency and scalability across
the inventory management platform.
Final Design
The final mockup designs for Trader
Traxx focused on streamlining dealer
workflows, enhancing inventory
management, and providing clear
analytics dashboards,
all tailored to improve the overall
dealer experience.
Inventory Management
TraderTraxx allows you to add,
edit, and publish inventory on
Commercial Truck Trader.
Take advantage of the user-
friendly interface that makes
it easy to update and modify
your listings. Add photos, videos,
categories, descriptions,
and details.
TraderTraxx allows you
to add, edit, and publish
inventory on Commercial
Truck Trader. Take advantage
of the user-friendly interface
that makes it easy to update
and modify your listings.
Add photos, videos,
categories, descriptions,
and details.
Leads Management
With TraderTraxx, you also have
access to the Lead Manager
dashboard from any mobile device
or tablet. This tool provides you
with detailed information about
your leads and connections,
including emails, calls, chats,
texts, and make-an-offer leads.
Market Insights
TraderTraxx provides data on
inventory and advertising perform
ance, including impressions, page-
views, connections, and inventory
health. You can also view local and
national market insights, including
top units, top model years, and
inventory volume in your market.
Metrics
Improvement in stock level accuracy from 85% to 98% after system implementation.
45% Reduction in time taken for key tasks like stock in/out or transfers.
Case 03
Trader Traxx
Trading
Traxx is dealers' sales
management dashboard.
Traxx is dealer
sales management
dashboard.
Trader Traxx
Trader Traxx
Dashboard for Dealers
Project Overview
This project focused on designing a lead management dashboard for RV dealers, helping them organize and track customer inquiries more efficiently.
Problem Statement
Dealers of RV, often struggle to manage leads coming from multiple channels like calls, emails, and walk-ins. Without a centralized system, leads get lost in notes and spreadsheets, follow-ups are missed, and potential customers slip away to competitors. There is a clear need for a solution that tracks leads, sets reminders, and streamlines the follow-up process.
Industry
Trading
My Role
UX Designer
Platforms
Desktop and Android
Timeline
November 2023- January2024
Process
[01] User Research
Conducted competitive analysis to benchmark existing inventory management solutions and identify gaps in usability and functionality.
Led stakeholder interviews with warehouse managers, procurement teams, and supply chain leads to capture business requirements and pain points.
Facilitated user research sessions with end-users to map workflows, uncover inefficiencies, and validate design concepts.
[01] User Research
Conducted competitive analysis to benchmark existing inventory management solutions and identify gaps in usability and functionality.
Led stakeholder interviews with warehouse managers, procurement teams, and supply chain leads to capture business requirements and pain points.
Facilitated user research sessions with end-users to map workflows, uncover inefficiencies, and validate design concepts.
[02] Design Solution
Streamlined dashboard providing real-time inventory visibility with customizable filters and alerts for stock levels and expirations.
Simplified workflows for key tasks like stock in/out, transfer, and audits, reducing manual steps and minimizing user errors.
Role-based access and mobile support to enable warehouse staff, managers, and procurement teams to perform actions efficiently from any device.
[02] Design Solution
Streamlined dashboard providing real-time inventory visibility with customizable filters and alerts for stock levels and expirations.
Simplified workflows for key tasks like stock in/out, transfer, and audits, reducing manual steps and minimizing user errors.
Role-based access and mobile support to enable warehouse staff, managers, and procurement teams to perform actions efficiently from any device.
Stakeholder's Interviews
Insights
Stakeholders emphasized the importance of up-to-date stock levels and location tracking to prevent stockouts and overstocking.
Current inventory tasks involve too many manual steps, leading to frequent errors and time-consuming reconciliations.
Different teams (warehouse staff, managers, procurement) require tailored views and permissions to align with their workflows.
Insights
Stakeholders emphasized the importance of up-to-date stock levels and location tracking to prevent stockouts and overstocking.
Current inventory tasks involve too many manual steps, leading to frequent errors and time-consuming reconciliations.
Different teams (warehouse staff, managers, procurement) require tailored views and permissions to align with their workflows.
Persona
Jhon Roberts
Marketing Manager
Content
Age: 37
Location: New York City
Truck Dealer: Moderate
Gender: Male
Goal
Boost sales by tracking leads, managing inventory, and streamlining sales.
Expand reach by attracting and engaging nearby customers.
Enhance customer experience with personalized service and smoother buying journeys.
Frustrations
Sales fluctuate seasonally, peaking in summer for RVs and winter for trucks.
Competes with large online retailers with advanced marketing and lead tracking.
Managing a diverse RV and truck inventory is complex and time-consuming.
Competetive Analysis
I did conducted competitive analysis to benchmark existing inventory management solutions and identify gaps in
usability and functionality.
I did competetive analysis to gather some insights, my aim was to identify gaps
and opportunities for BoatMart — particularly around helping users easily trust,
browse, search, and select boats with confidence, like how top competitors
streamline their flows.
Zoho
Inventory Management
Competitor
Inflow
Inventory Management
Competitor
Findings
Users can move between CRM, inventory, and sales tools without leaving Zoho.
Allows users to personalize their views, which enhances usability for different roles (sales, ops, managers).
New users often feel overwhelmed by the amount of features and settings.
Findings
Focused on inventory tasks; easy for warehouse or store staff to learn and use daily.
Minimal features reduce clutter; users quickly understand key functions like stock in/out and barcoding.
Feels more functional than modern; lacks the sleek, intuitive feel of current SaaS tools.
Architechture
I designed an intuitive information architecture to streamline navigation and optimize user workflows in the
inventory management system.
I designed an intuitive information architecture to streamline navigation and optimize
user workflows in the inventory management system.
Wireframing
I created multiple wireframes and design iterations, shaping a cleaner, user-friendly app flow
through continuous testing and feedback.
I created multiple wireframes and design iterations, shaping a cleaner,
user-friendly app flow through continuous testing and feedback.
Design System
Created a cohesive design system to ensure consistency and scalability across the inventory management platform.
Created a cohesive design system to ensure consistency and scalability across the
inventory management platform.
Final Design
The final mockup designs for Trader Traxx focused on streamlining dealer workflows, enhancing inventory management,
and providing clear analytics dashboards, all tailored to improve the overall dealer experience.
The final mockup designs for Trader Traxx focused on streamlining dealer workflows,
enhancing inventory management, and providing clear analytics dashboards, all
tailored to improve the overall dealer experience.
Inventory Management
TraderTraxx allows you
to add, edit, and publish
inventory on Commercial
Truck Trader. Take advantage
of the user-friendly interface
that makes it easy to update
and modify your listings.
Add photos, videos,
categories, descriptions,
and details.
TraderTraxx allows you to add, edit, and publish
inventory on Commercial Truck Trader. Take advantage
of the user-friendly interface that makes it easy to update
and modify your listings. Add photos, videos, categories,
descriptions, and details.
Leads Management
With TraderTraxx, you also
have access to the Lead
Manager dashboard from
any mobile device or tablet.
This tool provides you with
detailed information about
your leads and connections,
including emails, calls, chats,
texts, and make-an-offer leads.
With TraderTraxx, you also have access to the Lead
Manager dashboard from any mobile device or tablet.
This tool provides you with detailed information about
your leads and connections, including emails, calls, chats,
texts, and make-an-offer leads.
Market Insights
TraderTraxx provides data
on inventory and advertising
performance, including impressions,
pageviews, connections, and
inventory health. You can also view
local and national market insights,
including top units, top model years,
and inventory volume in your market.
[Search Result Page]
TraderTraxx provides data on inventory and
advertising performance, including impressions,
pageviews, connections, and inventory health.
You can also view local and national market insights,
including top units, top model years, and inventory
volume in your market.
Metrics