Chris Cotton UX | Storman

Storman

Product

CRM & WMS Storage Booking Managment System

Task

Redesign CRM and WMS into SAAS from CD-ROM

Role

Lead UX / UIProduct designAccount Management

About

20187 MonthsPart-timeDirect to client

Deliverables

UX reviewStakeholder interviews. System Map (IA) Design team meetings UI Frontend Design.Interactive Prototype.Costing

The Challenges

Storman was an industry leading CRM and Warehouse management platform for booking self storage space. However they were only CD-ROM based. In an executive decision to move to the cloud and become a SAAS platform they decided that a complete overhaul of the system map and user experience was in order to increase user love for the product while helping to drive sales and reviews.

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The Solution

The overhaul took 6 months, 100’s of user journeys, and just as many screen designs. The system was more CRM and daily management combined, with everything from Sales, Daily Staff Tasks, Reporting, and Check-outs. There were multiple functional-workshops and various client-feedback-loops to ensure we weren’t simply redesigning the 90’s tech but making sure users got the value-add they wanted. All part of the process in order to cement the software as a market leader for the next 20 years.

The original and highly successful CD-ROM version.

Multiple x Existing system analysis

44x Design Sprints

122x Final GUIs

3x Prototypes

CD-ROM based CRM search lightbox.
The new SAAS based CRM filtered search.
The intelligence dashboard heavily comparing data to give an performance snapshot.