Skip to content

My team and I redesigned a 25-year-old retail platform from the ground up, starting with the POS.

The old platform was slow to change and costly to run, so the company started rebuilding it so it could release changes in days instead of months. My team and I designed the new POS, and I designed the vision for its new back office.

Client
Enterprise retailers
My role
Head of design
Result
Storefront, launched at the company's annual Summit

The screens are from my design files and use made-up data.

What was going on

The company's retail platform had grown for 25 years. It was one large system, so nobody could change one part quickly without risking breaking another, releases took a long time, and the cost of running it in the company's data centres kept growing.

So the company decided to rebuild the platform as separate products, each built for the people who use it and where they use it. Storefront, the new POS, came first, because it's the in-store experience and everything else depends on the sales that come through it. Hub, the new back office, came next, starting with inventory, security and permissions. Customers still ran their business on RQ, the old platform, so everything Storefront did had to be pushed back into RQ.

Making a sale on the old platform showed how much had built up over the years. Quotes, orders, sales and refunds each had their own workflow. Whenever a customer needed something new, it was built onto those flows as custom work, and then built again for the next customer. The diagram below shows the old flows.

QuoteIts own workflowOrderAnother workflow, saved on its ownSaleHas to be finished once startedRefundA separate workflow againCustom workBuilt on top, customer by customerExtra clicks to become a sale
In the old POS, quotes, orders, sales and refunds were separate workflows, and an order took extra clicks to become a sale. The dashed boxes are the custom versions built on top, one customer after another.

What I noticed

Underneath all those workflows, every transaction ended in one of three states: open, complete or cancelled. Whether it was paid for, fulfilled or refunded was a detail of that one transaction, not a different kind of transaction.

So the platform didn't need a workflow for each channel or each customer. It needed one model, with those details layered on top. The whole team designed around that model from then on. The diagram below shows the model.

Where it startsIn store, online, dropship or repairOne transactionOpen until it endsOn the same transactionPaid, fulfilled or refunded, or notHow it endsComplete or cancelledDetails, not separate workflows
In the new model, a sale can start anywhere: in store, online, as a dropship order or as a repair. It stays open while details like payment are added, and it ends as complete or cancelled.

Storefront, the new POS

My team and I designed Storefront together, and I owned the order model. For the first version, the team built on Google's Material Design 3 component library, with no changes, so the team could move fast. It covered sales in store, online orders picked up in store, refunds, discounts, cash management and inventory, and it runs on phones, tablets and computers.

Here is what the model looked like for a rep. The screens below show a rep building an order: adding services, then the customer, with the order on screen the whole time. Products are added the same way.

Storefront design of a new, empty order. Tiles offer to start an activation, add a customer, a product, a service, an insurance repair claim or a discount, or pause the order, and the empty order invites the rep to scan a product.

A new order starts empty. The rep can scan a product, or tap to add a product, a service, a customer, an activation, an insurance repair claim or a discount.

Hub, where each customer shapes the platform

Hub was designed as the answer to all that custom work. Instead of the company building a new version for each customer, each customer could switch on the apps its business needed, with billing to match: the company's own, like Storefront and Repair, and its partners', like Shiftlab for staff scheduling and Statflo for texting customers. Clients with their own developers could build their own apps, or hire the company's enterprise services team to build them.

I designed every page of Hub, and built the prototypes with Figma Make, an AI tool that turns designs into working prototypes, so people could click through the vision instead of imagining it. The screens below show how a manager adds a partner's app, from the apps their business already uses to installing a new one.

Hub design of the My apps page, listing iQ Storefront and iQ Repair with their descriptions and an Enabled switch on each, under a banner inviting the customer to browse the marketplace.

The manager starts from the apps their business already uses, each with a switch to turn it on or off.

Hub also held the everyday back office work: inventory, reports and each store's devices. AI would watch the stock levels for the manager. Instead of a manager digging through stock reports, Hub predicts which products will run out, where and how soon, and suggests the purchase orders and transfers to prevent it, each with how confident it is and how much revenue it protects. When I left, the team was building this feature. In the screens below, a manager acts on one of those suggestions.

Hub design of stock replenishment. A banner warns that 35 products will run out across 47 stores in the next five days, and a table lists suggested purchase orders and transfers to review.

AI spots that 35 products will run out across 47 stores in the next five days, and suggests how to restock them.

What changed

The company launched Storefront on the main stage at its annual Summit, for customers, prospects and partners. In a smaller session, I presented the vision for Hub to a room full of the back office people it was designed for.

Repair, the first new app, had its own prototype at Summit. The prototype got one enterprise customer excited about working with the company on the new Repair app instead of the old repair module, and drew interest from a repair business with over 300 locations.

During beta testing in a store, one of the first people to try Storefront knew the old POS well. They went through a flow they knew from the old POS, and were surprised at how much easier it was in Storefront. "That was easy," they said.

What I'd do differently

I would bring in experts from every part of the back office sooner. I've facilitated many design sprints, including one for the company's vision of retail, but I didn't run one for Hub. A sprint with people who knew inventory, reconciliation and reporting would have re-imagined it from more angles than I could alone.