Change VLANLI’s Manual Workflows into a Scalable, Efficient Order Management System.

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Client

VALANI

Industries

B2B Wholesale

Role

UI & UX Design

Time

Feb - May 2025

VALANI is a NYC-based jewelry wholesaler working with 100+ retail partners. For decades, they relied on manual, paper-based workflows. As business scaled, this system reveals several problems.

I heard other wholesalers started digitizing their workflow, but we don’t know what features we actually need.

Rainy

Sales and Marketing Team

Problem

Sales reps struggled with paper-based sales processes that led to inefficiencies and lost data.

Solution

A scalable B2B consignment system that streamlines order creation, tracking, and data reuse.

Impact

Reduced new order creation time by ~40%, 100% of trainees completed their first draft order in 30 minutes.

cURRENT PROBLEMS

Through user interviews, I identified three key pain points of their current manual workflow.

cURRENT PROBLEMS

Through user interviews, I identified three key pain points of their current manual workflow.

01

Time-Consuming Paperwork

“Every form takes time. Sometimes I spend more time filling forms than actually talking to clients.”

02

Poor Tracking & Visibility

“When clients follows up, I have to dig through papers to find the record.”

03

Repetitive Data Entry

“Our big clients place the same orders. We get tired of rewriting everything.”

Based on these challenges, the design goal was clear:

How might we digitize VANALI’s consignment workflow to streamline order creation, maintain comprehensive records, and reduce repetitive manual work?

How might we digitize VANALI’s consignment workflow to streamline order creation, maintain comprehensive records, and reduce repetitive manual work?

DESIGN OBJECTIVES

Move to actionable solutions, I defined design objectives to address both basic and scalable goals, then listed out the corresponding key features.

DESIGN OBJECTIVES

Move to actionable solutions, I defined design objectives to address both basic and scalable goals, then listed out the corresponding key features.

The breakdown of key features helped me structure the features into site map:

DESIGN SOLUTIONS

With core features defined, I moved into end-to-end product design, delivering a full consignment management system.

DESIGN SOLUTIONS

With core features defined, I moved into end-to-end product design, delivering a full consignment management system.

01

Data Entry & Retrieval

Streamlined multi-session workflows to support flexible order creation and editing.

02

Data Navigation

Designed for fast, intuitive access through clear layouts and behavior-driven filtering.

03

Workflow Efficiency

Reduced repeated effort by enabling smart data reuse and in-context actions.

01

Data Entry & Retrieval

How can sales reps create and update orders without being overwhelmed?

01

Data Entry & Retrieval

How can sales reps create and update orders without being overwhelmed?

Feature 1/2

Create New Order

Sales reps need a faster way to create new orders that they could retrieve and edit anytime.

Feature 1/2

Create New Order

Sales reps need a faster way to create new orders that they could retrieve and edit anytime.

To solve the problems from Version 1, I restructured the workflow into two steps: quick order creation first, detailed entry later.

Final Delivery

The final design supports multi-session workflows through progressive data entry.
Fields are arranged one per row for better readability.

Usability Testing

  • Order creation time reduced by ~55% compared to Version 1

  • 100% of users preferred the pop-up flow over the long scroll form

  • Users reported less pressure and smoother task flow during multi-session order creation

Feature 2/2

View & Edit Previous Orders

After creating a draft, sales reps need to quickly view, locate, and edit specific sections without being overwhelmed.

Feature 2/2

View & Edit Previous Orders

After creating a draft, sales reps need to quickly view, locate, and edit specific sections without being overwhelmed.

Final Delivery

The final design uses a side drawer for editing individual sections, while keeping key order info always visible on top. This reduces context switching and improves scanability with clearer visual hierarchy.

Usability Testing

  • Task completion time reduced by 30% compared to Version 1

  • All sales reps preferred the drawer editing interaction for daily updates

  • Reported improvements in speed, clarity, and reduced frustration

02

Data Scanning

How can sales reps quickly find the right consignment in a growing list?

02

Data Scanning

How can sales reps quickly find the right consignment in a growing list?

Feature 1/2

Order Recording

Sales reps need a clear, scannable consignment list to quickly retrieve and manage multiple orders.

Feature 1/2

Order Recording

Sales reps need a clear, scannable consignment list to quickly retrieve and manage multiple orders.

Final Delivery

The final design consolidated actions (download, duplicate, delete) into a dropdown menu, improved usability in a dense data environment by balancing information density with visual clarity.

Usability Testing

  • Task completion time reduced by 30% compared to Version 1

  • All sales reps preferred the drawer editing interaction for daily updates

  • Reported improvements in speed, clarity, and reduced frustration

Feature 2/2

Order Search & Filtering

Sales reps need a search system that matched their habits from paper workflows, while enabling faster, more flexible filtering.

Feature 2/2

Order Search & Filtering

Sales reps need a search system that matched their habits from paper workflows, while enabling faster, more flexible filtering.

Final Delivery

The final design streamlined the search interface by collapsing low-use filters, introducing pagination, improving styling and grouping to reduce visual overload, resulting in a faster, more intuitive search experience.

Usability Testing

  • Search task time decreased by 40% compared to V1

  • Users described the final version as “cleaner, faster, and easier to scan”

  • Stakeholder feedback highlighted its efficiency over the previous paperwork model

03

Workflow Efficiency

How can we reduce repetitive tasks and make order creation faster?

03

Workflow Efficiency

How can we reduce repetitive tasks and make order creation faster?

Feature 1/1

Reuse Previous Order

In the paper-based system, reps often skipped recording similar consignments because it was time-consuming. Sales reps need a faster way to reuse existing data without disrupting their core task flow.

Feature 1/1

Reuse Previous Order

In the paper-based system, reps often skipped recording similar consignments because it was time-consuming. Sales reps need a faster way to reuse existing data without disrupting their core task flow.

With the core features in place, I turned to the scalable objective: supporting more efficient workflows by minimizing repetitive data entry.

Final Delivery

In the final delivery, the copy function was embedded directly into the existing action menu within the consignment list, allowing users to reuse data without leaving their primary workflow.

Usability Testing

  • The updated button text led to 0 confusion during testing, compared to multiple clarification questions in earlier versions

  • Stakeholder praised it as a "smart shortcut that fits perfectly into how we already work."

CLIENT fEEDBACK

After delivering the redesigned system, the final full-stack product was handed off to the VALANI team and successfully adopted by their internal sales operation.

CLIENT fEEDBACK

After delivering the redesigned system, the final full-stack product was handed off to the VALANI team and successfully adopted by their internal sales operation.

100%

100% opt-in rate from sales reps during the trial phase

<30 min

All trainees completed their first draft order within 30 minutes

40%

Reduced new order creation time by approximately 40%

wHAT i lEARNED

Workflow design requires systems thinking.

Features like progressive entry, search filtering, and data reuse should align with user intent, backend logic, and future scalability

Interaction design must serve operational clarity.

The most effective solutions supported team workflows, reduced ambiguity, and fit into daily routines without disrupting major tasks.

Strategic UX requires aligning design with business priorities.

Balancing stakeholder needs and user behavior meant advocating for solutions that supported long-term efficiency and adoption.

Thanks for stopping by!
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Crafted with love and passion by Cici Dong © 2025

Thanks for stopping by!
Like my work and want to chat? Let’s connect ↓

Crafted with love and passion by Cici Dong © 2025

Thanks for stopping by!
Like my work and want to chat? Let’s connect ↓

Crafted with love and passion by Cici Dong © 2025