Background waves

Unlocking $30M+
In Inventory Savings

Owned the end-to-end redesign of inventory dashboard and decision workflows, driving $30M+ in cost savings for a Fortune 500 enterprise.

Role
Staff Interaction Designer
Impact
$30M+
Timeline
6 Months
Industry
Supply Chain Data & Analytics
Product Design User Research UX Strategy Stakeholder Management Conversational Design Prototyping HTML5/CSS3 Process Design
Leadership & Execution
  • Sole Staff Interaction Designer for top 2 business priority app
  • Presented to CIO, VP, secured executive funding
  • Managed 2 UX Designers, coordinated 13+ Devs
  • Beta group across 3 plants, skeptics → champions
Design & Innovation
  • Conversational UI (0→1) for inventory decisions
  • HTML5/CSS3 design system: +33% NPS, +13% SUS, adopted by 4+ additional products
  • Role-based dashboards for Buyer/Planner/Ops
  • Trust mechanisms: timestamps, confirmations, validation
Research & Strategy
  • 30+ global participants$30M savings
  • Shaped company-wide user data quality roadmaps
  • Taxonomy alignment, shared mental models
  • Beta advocate group, 9 users, 3 priority plants
  • Sole Staff Interaction Designer for top 2 business priority app
  • Presented to CIO, VP, secured executive funding
  • Managed 2 UX Designers, coordinated 13+ Devs
  • Beta group across 3 plants, skeptics → champions
Leadership & Execution
  • Led end-to-end product design as sole Staff Interaction Designer for a top two business priority application
  • Presented design and research to VP of Supply Chain Data and Analytics, securing executive commitment and ongoing funding
  • Managed 2 contracted Senior UX Designers and coordinated implementation with 13+ developers across frontend, backend, and data science teams
  • Built consensus through beta advocate group across 3 plant locations, converting skeptics into champions
Design & Innovation
  • Designed conversational UI system (0→1 product capability) that enabled critical native inventory decisions and tracking
  • Built HTML5/CSS3 responsive design system (WCAG 2.1 AA) improving NPS 33% and SUS 13% within 3 months, adopted by 4+ business products
  • Created role-based dashboard framework with personalized filtering across Buyer, Planner, and Operations views
  • Established trust and transparency mechanisms: refresh indicators, confirmation numbers, source validation, historical references, etc.
Research & Strategy
  • Conducted global research with 30+ participants informing design that achieved $30M inventory savings
  • Shaped company-wide user data quality initiatives influencing cross-product roadmaps
  • Facilitated taxonomy alignment sessions with Buyers, Planners, and Operations leadership to establish shared mental models
  • Converted skeptics into champions through beta advocate group with 6 users from top 3 plant locations
  • Led end-to-end product design as sole Staff Interaction Designer for a top two business priority application
  • Presented design and research to VP of Supply Chain Data and Analytics, securing executive commitment and ongoing funding
  • Managed 2 contracted Senior UX Designers and coordinated implementation with 13+ developers across frontend, backend, and data science teams
  • Built consensus through beta advocate group across 3 plant locations, converting skeptics into champions

Millions Lost to Untrusted Data

Despite excess inventory at internal manufacturing sites, Buyers and Planners purchased expensive components from external vendors (tens of thousands of dollars).

External purchases = Financial loss
Excess inventory = High holding costs
Inventory Utilization Gap
External Purchase Internal Purchase

End-to-End
Product Ownership

As the sole Staff Interaction Designer I was responsible for structuring a process that kept research, design, stakeholders, and development aligned from kickoff through launch.

Managed two Senior UX Designers
Coordinated with 13+ Developers
Presented to global stakeholders, CIO, VP
01
UX Kickoff & Research
Stakeholder interviews, data audit, pain point mapping
02
V1 Design
Core flows, wireframes, initial prototype, dev collaboration
03
Usability Study
5-user validation, task completion analysis
04
V2 Iteration
Feedback integration, high-fidelity designs, stakeholder reporting
05
Feedback Cycles
Iterative refinement based on user, dev, and stakeholder feedback
06
Stakeholder Sign-off
VP, CIO, Product Owner review cycles
07
Dev Handoff & QA
Specs documentation, implementation support
08
Measure & Iterate
Monitor metrics, gather feedback, iterate on insights

Understanding Why $120K Opportunities Were Ignored

I conducted 1:1 interviews alongside bi-weekly stakeholder sessions to gather feedback. I synthesized findings through affinity mapping and prioritized three critical themes from 40+ documented pain points.

Studying user spreadsheets and email chains revealed hidden process flows and manual workarounds users had built to fill product gaps. To measure our success against these issues, I established ongoing NPS, SUS, system performance, and retention benchmarks.

30-Day Post-Launch Impact
+120%
WAU
+33%
NPS Lift
+13%
SUS Lift
Research Scope
  • 30+ global participants across locations, roles, usage, and tenure levels
  • 9-person beta advocate group from 3 plant locations
  • Contextual interviews, task analysis, SUS/NPS surveys, usage analytics, affinity mapping
Sarah
Sarah
Buyer, Global Manufacturing
Company Tenure
12 years
Module Usage
Monthly Active User
Sarah spends 2+ hours weekly cross-referencing systems and emailing global colleagues because she doesn't trust inventory data. When the app flags $120K in excess inventory, she ignores it. Insufficient data and delayed follow-up from that plant in the past proved costly.
Data chart

Three Critical Barriers Emerged

01

Broken Data Trust

High-value opportunities were routinely ignored due to lack of confidence in system quality.

"I don't trust the listed part quantities."
Buyer
Workaround Observed
Users maintained personal spreadsheets tracking "known good" data sources, perpetuating distrust by always cross-referencing before acting.
02

Irrelevant Information Flood

Users spent significant time filtering global inventory data for local relevance.

"I only care about opportunities relevant to my plant and the parts I am responsible for."
Planner
Workaround Observed
Users created informal rules like "only check items over $50K" to deliberately constrain the tool's scope and reduce cognitive overload.
03

Collaboration Dead Ends

Stakeholder hunting delayed time-sensitive deals, creating friction as damaging as data trust issues.

"Lack of contact info leads to time-consuming email chains involving multiple stakeholders."
Buyer
Workaround Observed
Users built shadow contact lists outside the system, using email and hallway conversations instead of in-tool collaboration.

Craft Meets Research

A

Personalized Insights
& Verifiable Data

  • KPI filters with role specific metrics added for efficiency and personalization gains.
  • Users can trace and validate data natively with added confirmed quantities, decisions, and ownership information.
  • Activity indicators, confirmations, and timestamps were added to enable verifiable audit trails and increase trust.
PersonalizationSystem TransparencyCognitive Load ReductionAuditability
MK 4
M. Kim
Refreshed: 2 Minutes
Priority Opportunity $32,400:
ACTIVE DEMAND of QTY 200 of part #A28-X from Detroit
PartLocationOpport...QTYC. QTYStatusOwner
#A28-X Detroit $32,400 200 CONFIRM EXCESS M. Torres
#B3921-Y Cincinnati $24,600 500 498 CONFIRMED R. Cole
#D2912-A Phoenix $18,200 320 220 CONFIRMED L. Park
#E1843-B Denver $12,100 180 CONFIRM EXCESS J. Rivera
#C1845-Z Atlanta $5,200 150 PURCHASE REQ S. Chen
B

Native Collaboration Added

I designed a conversational interface to guide users through opportunities found, confirmations, actions, and results. The interface shifted critical decisions from email into the product, alongside relevant data.

  • Native collaboration was added to eliminate switching between email, spreadsheets, and the application.
  • Automated system prompts based on opportunities identified from daily refreshes.
  • Collaboration history maintained within chat for historical reference and trust building.
  • System prompts encouraged engagement and structured flows in a predictable way.
Embedded CollaborationContext-Aware SystemsWorkflow OrchestrationBehavioral Design
#A28-X Detroit
ACTIVE DEMAND of 200 for part #A28-X from Detroit.

Please confirm the EXCESS QTY of 500.
MK
EXCESS QTY of 500 confirmed
BP
Could you deliver by Feb 2?
MK
Yes, it looks like arrival would be between Jan 12 and Jan 20th
BP
PURCHASE AGREEMENT #PO-2025-0147 for 200 units of Part #A28-X generated.
MK
PURCHASE AGREEMENT #PO-2025-0147 signed and confirmed.
MK
TRANSFER of 200 units of Part #A28-X routed from Plant Cincinnati to Plant Detroit. Estimated arrival: January 15th, 2025, Carrier: FedEx Freight, Tracking #: TRF-48271
C

Ownership & Decision Clarity

Ownership and decision history were made explicit inline at the point of action to eliminate ambiguity and increase trust.

  • Owner attribution surfaced who confirmed quantities and when, directly on each inventory item.
  • Confirmation numbers link directly to who confirmed quantities and when, creating immediate accountability.
  • Direct contact access replaced email searching with immediate owner visibility.
Direct ContactDecision HistoryAccountabilityPersona MappingOwnership Clarity
#A28-X Detroit
Past Opportunity Closed
Opportunity Created
$9,800 · 75 Units
Oct 15, 2024 · System
Excess Confirmed
75 Units
Oct 16, 2024 · R. Davis
Purchase Order
#PO-2024-0651
Oct 18, 2024 · T. Chen
Shipped
Tracking #TRF-28741
Oct 21, 2024 · Logistics
Received
Signed K. Park
Oct 25, 2024 · K. Park
Past Opportunity Closed
Opportunity Created
$18,200 · 150 Units
Dec 2, 2024 · System
Excess Confirmed
150 Units
Dec 3, 2024 · J. Kim
Purchase Order
#PO-2024-0892
Dec 5, 2024 · M. Torres
Shipped
Tracking #TRF-39182
Dec 8, 2024 · Logistics
Received
Signed B. Patterson
Dec 12, 2024 · B. Patterson
Current Opportunity In Progress
Opportunity Created
$32,400 · 200 Units
Jan 10, 2025 · System
Excess Confirmed
200 Units
Jan 11, 2025 · B. Patterson
Purchase Agreement
#PO-2025-0147
Jan 12, 2025 · L. Nguyen
$30M+

Inventory Cost Savings Within Two Years

This initiative was widely referred to within the organization as a success story. I did multiple share-outs with other teams on approach and was awarded a bonus for this initiative set aside for highest level Individual Contributors.

+33%
NPS Lift
+13%
SUS Lift
120%+
Weekly Active Users
Responsive component library built
Usage Tracking Capability Added
WCAG 2.1 AA
Accessibility Achieved

From Optional to Mandatory: Lasting Strategic Value

After launch, many teams made the tool mandatory in their workflows, driven by user trust and efficiency gains.

The improvements and increased engagement resulted in direct cost savings. The initiative received multiple internal accolades from the organization.

What Worked Well

  • Beta advocate group converted skeptics into champions
  • Conversational UI reduced cognitive load significantly
  • Trust indicators (timestamps, confirmations) built confidence
  • Personalization increased efficiency

What I'd Do Differently

Delegate earlier and strategically

By mid-project, I learned to match junior designers to work they were passionate about, accelerating delivery and building ownership.

Make scope tracking granular from day one

Mid-project I rebuilt my scope sheet to document WHY at the element level, linking choices to research—now I start with this granularity immediately.

Investigate user-invented solutions in first research phase

Earlier discovery of custom spreadsheets and workarounds would have surfaced solution patterns faster and shown users we valued their creativity.

Core Learning

User workarounds revealed unmet needs more clearly than stated pain points in many cases. When I saw teams creating threshold rules and shadow contact lists, they were designing their own solutions. My job is to observe these patterns, dissect the underlying need, and design systems that make their workarounds unnecessary.