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The client operates in the B2B healthcare distribution sector and was facing challenges related

Disclaimer

This project was created in 2021 while working at Sixtema. Although it is under NDA, I was authorized to share it as long as all client-identifying elements such as name and branding were removed.

About

The client operates in the B2B healthcare distribution sector and was facing challenges related to operational productivity, mainly due to fragmented tools and inefficient workflows.

Discovery

A qualitative study with 7 employees guided the iteration process and led to a complete redesign of initial ideas.

What challenges do you face in your day-to-day operations?

What challenges do you face in your day-to-day operations?

Which tools or systems do you use most frequently in your daily routine?

Which tools or systems do you use most frequently in your daily routine?

In which tasks do you notice the most rework or time loss?

In which tasks do you notice the most rework or time loss?

What would make your work easier or help streamline your processes?

What would make your work easier or help streamline your processes?

The challenge

In meetings with the business team and clients, it became clear that the main challenge was process decentralization and the bureaucracy caused by using multiple disconnected tools.

In meetings with the business team and clients, it became clear that the main challenge was process decentralization and the bureaucracy caused by using multiple disconnected tools.

The goal

Streamlining daily operations for the business and control team.

Streamlining daily operations for the business and control team.

Planning

Based on the initial diagnosis, the solution was structured to address the core operational needs

Based on the initial diagnosis, the solution was structured to address the core operational needs

Contacts

A contact library for suppliers, clients, and partners, enabling viewing, editing, and access to each contact’s transaction history.

Schedule

Centralizes reminders and meetings (with integration for Teams, Meet, Zoom), including notes and attachments, organized by day and month.

Finance

Records of all operations with status tracking, where editing is restricted to the responsible person to avoid inconsistencies. Includes sales tracking charts integrated with Power BI, allowing client-side customization and monthly comparisons by product.

Mistakes

Functional elements were overlooked, prioritzing just aesthetic value. The result was an app that didn't work and didn't fullfil much of the client's requirements. Polishing the product was necessary while maintaining the necessary core features

Functional elements were overlooked, prioritzing just aesthetic value. The result was an app that didn't work and didn't fullfil much of the client's requirements. Polishing the product was necessary while maintaining the necessary core features

I

Feedback

The interview made us understand what we did wrong with the initial prototype

The interview made us understand what we did wrong with the initial prototype

II

Mapping

We then mapped the main focus of the problems. The main one was unnecessary features and unusability

We then mapped the main focus of the problems. The main one was unnecessary features and unusability

III

Iterating

We rebuilt the prototype consireding feedback and past mistakes

We rebuilt the prototype consireding feedback and past mistakes

Usability tests and iteration

Navigation felt familiar and intuitive from the start, reducing friction in key workflows.

Some users initially found the agenda interface confusing, requiring small design refinements.

Usability tests and iteration

Navigation felt familiar and intuitive from the start, reducing friction in key workflows.

Some users initially found the agenda interface confusing, requiring small design refinements.

Results

30%

reduction in operational routine time, approximately

reduction in operational routine time, approximately

The main obstacles involved minor access permission adjustments and some initial questions regarding the use of the calendar, but these were quickly resolved through support and design refinement.

The main obstacles involved minor access permission adjustments and some initial questions regarding the use of the calendar, but these were quickly resolved through support and design refinement.

Points of improvement

This was my first project, developed in 2021. With my current experience, I can clearly identify opportunities for improvement, especially in refining features and aligning the experience more closely with users' real routines.

Implementation of a sales goal system by product or team

Implementation of a sales goal system by product or team

Improved use of filters in search tools

Improved use of filters in search tools

Addition of fields for stock location and quantity

Addition of fields for stock location and quantity

Implementation of order tracking and location

Implementation of order tracking and location

More intuitive agenda

More intuitive agenda

Organization and categorization of products in the warehouse

Organization and categorization of products in the warehouse

Thank you