CASE STUDY
Modernizing Retail Item Management
Transforming Multiple Legacy Systems into a Single Source of Truth
Domain: Enterprise UX Design (B2E)
Timeline: 4 months
Role: Lead UX Designer, Researcher & Strategist
Process Phase: Create
OVERVIEW
A unified vision of Item Management driving multi-million dollar decisions and securing the future of business vitality.
Five retail brands were operating on failing, fragmented inventory systems, creating high operational risk, millions in losses, and inconsistent in‑store execution. The opportunity was to replace disconnected legacy tools with a unified, practical vision that could guide modernization without derailing the business.
Role: As Lead UX Designer, Researcher, and Strategist, I led research, alignment, and design across all five brands to replace assumption‑driven decisions with validated insight.
Impact: A single, shared Item Management vision is now guiding multi‑million‑dollar investment decisions, reducing engineering risk, and aligning leadership on where to modernize first. This work has shifted stakeholder priorities decisively toward frontline realities, breaking years of gridlock and preventing costly downstream rework.
Solution: Delivered a high‑fidelity conceptual prototype that unified 40+ fragmented workflows into a single streamlined end‑to‑end Item Management experience. The prototype serves as a living blueprint for engineering, operations, and compliance, showing exactly how associates manage items, pricing, orders, and tags all in one cohesive system.
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Efficient task completion with dashboard quick actions
Quick and advanced search options, including voice and barcode scanning, perfect for “on-the-go” searching
Personalized experience with a customizable dashboard
Intuitive toolbar for seamless navigation
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A streamlined, organized and intuitive workflow makes reviewing orders easy
Orders are clearly organized by department, taking the guesswork out of order review
Users can easily customize their view
Advanced search functionality allows users to look up an order directly
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Modern UI and smart features enhance updating orders with efficient search, automated flagging and seamless adjustments
Automatic item flagging based on established thresholds
Users can mark an order as reviewed, taking it out of their queue
Clear labeling for items requiring review, on sale, and/or on display
Quick item search and results filtering
Seamless adjustments for order and on-hand amounts
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Easy pricing updates in a centralized location
Quick view of item sale information
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One-click shelf tag printing for fast and efficient in-store updates in real-time
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Intuitive, modern design and smart features.
Intuitive design, smart features, and streamlined workflows transform Item Management, boosting efficiency, decision-making, and the associate experience.
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Simplified ordering and inventory adjustments.
Enhanced visibility with accessible packing details and comprehensive transit information optimize ordering.
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Optimized pricing with in-aisle tag printing.
Retail and sale prices centrally managed with quick access to item sale information. One-click shelf tag printing increases efficiency and price accuracy.
Continue the journey by reading these related case studies.
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Reveal: Nexus Persona Ecosystem
Reveal who does the work and how.
Nexus personas informed this Item Management work to guide decision making, and were later refined with new research, aligning cross-functional teams on shared priorities.
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Translate: Journey Framework & Mapping
Translate what matters when.
Journey mapping reinforced Item Management pain points (e.g., out-of-stocks, in-aisle friction), supporting process and system improvements.
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Enable: Executive Visioning Workshop
Enable for scale.
Pricing workflows guided an executive workshop that aligned leadership on digitized, automated in-store pricing to reduce operational friction.