Designing an e-commerce CRM management workflow to streamline operations and encourage user engagement.


2023 May - July ( 3 months )


Solo Project


Figma, Figjam

My role

User research, concept development, user interface design, prototyping, user testing, visual design


Moving can often seem like a continuous stream of stressful events. From the repetitive process of reserving a truck to the challenges of modifying bookings, coordinating with moving assistants, and handling a large truck, do-it-yourself movers using U-Haul can find the moving experience both disjointed and frustrating.


This all-in-one virtual assistant redefines the entire moving journey. It offers responsive voice-guided features that optimize tasks, enhance coordination, and provide real-time alerts and guidance. It's particularly adept at intelligently addressing complex requests, which is a valuable asset for movers under pressure. By doing so, it significantly boosts the efficiency and overall enjoyment of the moving process while simultaneously alleviating driving concerns through hands-free, real-time support.



Set up guide

Set up guide page that guides users to expediate the sales generating process by breaking down the tasks into manageable steps.

Shipment Page

Gradually introduce advanced features and complexities with embeded interactive elements & instructions, and real-time input feedback.


Dashboard design with a focus on information hierachy, visual consistency and customization.

Design Process


Transfer business needs to a design plan

Upon receiving the Business needs from the upper management team, I was tasked with creating a more efficient onboarding process for new clients. The goal was to reduce the average duration from 45 days to just 15 days. I began by exploring quick and straightforward solutions that could be implemented within our technical constraints.

One such proposal was to develop tutorial materials, including visually engaging documents and instructional videos, which could be promptly shared with clients. This initiative alone resulted in a notable improvement, reducing the onboarding process to 30 days. However, my dedication to the task urged me to delve deeper into the underlying causes of the challenges we faced.

🎯 Key business issues
  • Clients drop off rate is as high as 23% after signing contract.

  • Clients typically take an average of 45 days to achieve their first sale after signing the contract.

  • Most clients submitted at least 4 cases for technical support during onboarding process and spent more than 2 hours on portal training.

🎯 Client (End User) analysis
  • 80% Small Medium Enterprise clients who sell home goods, fashion products or small electronic goods.

  • 15% are Manufacture who has little or no ecommerce experiences.

  • 5% Large enterprise client who owns multiple well-known retail brands.

🎯 Define scope of the project

The project aims to concentrate on the 80% target clients who possess some experience in eCommerce or online retail. The objective is to address challenges including user drop-offs and onboarding delays, with a purpose to increase efficiency of the onboarding process and faciliate a more satisfied onboarding flow.


🎯 Interviewing with stakeholders involved to surface friction points

I talked to 17 new clients who completed onboarding process and generated first sales in 2022 calendar years to gain qualitative data on their onboarding experience and the struggles many share. Β 11 clients used more than 45 days to complete the onboarding process. The clients used 24 days at minimal to complete the onboarding.

Meanwhile, I gathered insights from four project coordinators and managers regarding the onboarding projects they have completed. Gathering insights from both clients and employees allowed me to gain a more comprehensive view of the entire process.

🎯 Workflow analysis

To gain a deeper understanding of the project coordinator's onboarding workflow, I created a comprehensive workflow map that documents all interactions occurring throughout the onboarding process, encompassing both front-end and back-end stages. This map aims to highlight any friction points or areas of inefficiency.

🎯 A summary of the pain points experienced in the user experience (UX) journey
No clear guidance

Lack of clear guidance for multi-service sales within Tradefull leads to users consistently seeking advice and losing track of their progress.

Lack of status transparency

Clients frequently face restricted visibility concerning their current status, primarily attributed to the absence of a feedback loop that was previously reliant on manual emails.

Communication barriers

The sales enablement process encompasses numerous communication touchpoints and file exchanges, which can result in delays and misunderstandings.


🎯 Identifying the "bottlenecks" caused delays and drop-off in current onboarding process

Post-research, I find that partner engagement in onboarding diminishes due to a tedious and repetitive procedure, particularly in the phase from the kickoff meeting to receiving the shipment, causing consistent drop-offs and delays.

🎯 Uncover any technical or content-related issues on the website that may affect user experience by conducting design audit of current site.

After the research phase, I can deduce that partner engagement and involvement in the onboarding process decrease due to a tedious and repetitive procedure, leading to consistent drop-offs and delays.

🎯 Confirming design direction

My solution aimed to streamline client onboarding by adding a setup guide page and a series of design elements to offer an intuitive portal guiding users through the onboarding tasks.

🎯 Key design considerations

Design Consideration 1: Embracing Familiar UI Patterns for Seamless User Adoption
When designing Tradefull, it is important to create an interface that aligns with clients' existing mental models from popular eCommerce platforms like Amazon and Shopify. By incorporating familiar UI patterns, clients can easily follow and navigate the system, reducing the learning curve and improving user adoption

Design Consideration 2: Balancing User Satisfaction and Lightening Project Coordinators' Workload
By classifying different levels and types of support, it is possible to ensure that user needs are met effectively while also reducing the workload of project coordinators. This change enables project coordinators to allocate more time towards managing critical projects.


🎯 Guide user through complex work flow effectively by Providing users with various options to learn and navigate the system effectively
Onboarding questionnaire

Get to know user’s business demands by asking a series of onboarding questionnaires, this prepares for a personalized task checklist and customized dashboard design.

🎯 Personalized Task checklist

‍Provide users with a checklist of tasks they need to complete to get started. This not only helps them feel a sense of progress but also ensures they don't miss critical steps. I started wireframing and tested out the dashboard design with onboarding tutorial design with potential users. I want to see if the tutorial is intuitive for users to navigate and complete their tasks.

First to final design
πŸ’‘ Overcoming the challenges of the first onboarding checklist design

The initial wireframe presented a straightfoward design but received feedback that it lacked the ability to convey users the sequences of steps or tasks and less intuitive to follow. Then, I iterated different UI pattern - progress bar that can convey the tasks flow in more clear and effective ways. Β 

To address the challenge of managing tasks that can be performed simultaneously but have varying levels of priority. I labeled and broke down the task sequences, enabling users to identify high-priority tasks that require immediate action.

🎯 Embedded Interactive elements and instructions

Gradually introduce advanced features and complexities as users become more familiar with the basic functionalities. This prevents overwhelming users with too much information upfront. This user onboarding experience introduces interactive elements and instructions to users as they are using the app or product and users learn by doing.

🎯 Real-time input feedback

Enhance the user experience by offering instant guidance, validation, and confirmation of their interactions.

🎯 Improve tasks visibility

‍In my initial sketch, I included the typical e-commerce features like revenue statistics, recent orders, and shipment tracking. However, upon further consideration, it became apparent that these might not align with the specific needs of our users on Tradefull. Since our partners often opt for partial services like storage or Dropship fulfillment, I decided to pivot. My approach involves crafting a dashboard that empowers users to tailor the visibility of secondary features according to their preferences. These customizable elements will be juxtaposed with the core features, which will remain fixed on the left side of the screen. This setup ensures that users can gain essential business insights and curate features that matter the most to them.


🎯 Build scalable UI kit

I redesigned the Tradefull UI with a visual hierarchy, consistency, and responsiveness, allowing members to orient themselves during the task-oriented flow better. It is scalable among Tradefull products across mobile/web applications.


❌ Shipment workflow - before
βœ… Shipment workflow - After refinement
Prototyping demo


πŸ’‘ Make design decision align with business goals

User testing, coupled with iterative design, forms the cornerstone of my design approach, fostering continual improvements and refinements. Incorporating user feedback at every design stage is pivotal to crafting user-centered products. Additionally, I recognize the importance of pivoting design decisions when necessary to ensure a responsive and effective user experience.

πŸ’‘ Design is an iterative process

Collaborating with multiple stakeholders is indeed a key strategy for gaining a deep understanding of business goals, mission, and values. This collaborative approach helps build a comprehensive perspective that can guide design decisions in a way that aligns with the broader organizational objectives.