IBM • SHIPPED 2024
Mobile inventory for storeroom clerks
ROLE
Product Designer
TEAM
Engineering
Design System
Content Designer
Product
CONTRIBUTIONS
User Research
Interaction Design
Usability Testing
Development Handoff
TIMELINE
2023 -2024
TL;DR
Optimize inventory management for storeroom clerks
I led 0→1 design for Maximo Mobile 9.0 serving 10K+ users. I conducted user research and usability testing to inform product strategy, discovering 5+ workflows for future releases. Oversaw design handoff and QA while establishing standards by leading weekly playbacks and stakeholder critiques.
INTRODUCTION
Maximo Mobile
A field inventory management application for technicians to track assets, conduct physical counts, and manage material transfers, issues, and returns in real-time and even offline.
PROBLEM
Storeroom clerks navigate crowded warehouses, climb ladders, and move between storage areas to fulfill urgent requests. Yet they were trapped at desks. Critical inventory features - reservations, issues, returns, transfers - didn't exist on mobile, forcing constant trips back and blocking real-time data access where they actually worked.
This stalled business growth. Clients stayed locked to desktop, blocking upgrades and mobile adoption. Without feature parity, enterprises couldn't transition their teams, delaying revenue and limiting market expansion.
How might we optimize the reservation workflow so storeroom clerks can issue, transfer, and return items accurately while updating inventory in real-time?
IMPACT
↑
%
Operational efficiency
↓
%
Time on data collation
↑
%
Inspection accuracy
↓
%
Unplanned downtime
USER STORY
Eli's in the field. He needs parts. Fred's at the storeroom, racing to fulfill the request before Eli's next job stalls. The design removes friction—helping Fred find what Eli needs, issue it fast, and get him back out there. No hunting. No delays.
GUIDING PRINCIPLES
Touch-optimized
Touchpoint actions for quick access to related data and workflows for field technicians.
Workflow-guided
“Follow the blue button” for leading the user toward next steps in the product flow.
Field user-optimized
Large scale touch targets and content display for easier glanceability and usage in harsh environments.
Mobile-first UX and UI
Leveraging IBM colors, icons, and typography to main consistency and follow design system guidelines.
SOLUTION
Based on customer feedback and high-priority feature gaps, I enhanced the mobile application—bringing key functionality to mobile. This ensures the right parts and materials reach the right place at the right time, minimizing unplanned downtime in maintenance, repair, and operations.
APPROACH
As a newly onboarded designer to the product, understanding the domain's complexities was critical. I broke down business requirements early to validate hypotheses while being mindful of technical feasibility.
USER RESEARCH
OUTCOMES
> 8 out of 10
Average Single Ease Question (SEQ)
90%
Task completion rate across flows
60%
Reduced on average time-on-task
DESIGN QA
I led issue management throughout QA, labeling bugs by severity and coordinating fixes across developers, PMs, content, and design. This collaborative approach ensured efficient resource allocation and timely resolution.
REFLECTION
Test to break, not just validate
Exploring edge cases and pushing features to failure reveals critical insights that surface testing misses
Failure teaches faster than success
Unsuccessful iterations uncovered behavioral patterns that shaped stronger solutions for future releases
Align with leadership early
Staying connected to organizational priorities helped anticipate shifts and adapt design direction proactively
IBM • SHIPPED 2024
Mobile inventory for storeroom clerks
ROLE
Product Designer
TEAM
Engineering
Design System
Content Designer
Product
CONTRIBUTIONS
User Research
Interaction Design
Usability Testing
Development Handoff
TIMELINE
2023 -2024
TL;DR
Optimize inventory management for storeroom clerks
I led 0→1 design for Maximo Mobile 9.0 serving 10K+ users. I conducted user research and usability testing to inform product strategy, discovering 5+ workflows for future releases. Oversaw design handoff and QA while establishing standards by leading weekly playbacks and stakeholder critiques.
INTRODUCTION
Maximo Mobile
A field inventory management application for technicians to track assets, conduct physical counts, and manage material transfers, issues, and returns in real-time and even offline.
PROBLEM
Storeroom clerks navigate crowded warehouses, climb ladders, and move between storage areas to fulfill urgent requests. Yet they were trapped at desks. Critical inventory features - reservations, issues, returns, transfers - didn't exist on mobile, forcing constant trips back and blocking real-time data access where they actually worked.
This stalled business growth. Clients stayed locked to desktop, blocking upgrades and mobile adoption. Without feature parity, enterprises couldn't transition their teams, delaying revenue and limiting market expansion.
How might we optimize the reservation workflow so storeroom clerks can issue, transfer, and return items accurately while updating inventory in real-time?
IMPACT
↑
%
Operational efficiency
↓
%
Time on data collation
↑
%
Inspection accuracy
↓
%
Unplanned downtime
USER STORY
Eli's in the field. He needs parts. Fred's at the storeroom, racing to fulfill the request before Eli's next job stalls. The design removes friction—helping Fred find what Eli needs, issue it fast, and get him back out there. No hunting. No delays.
GUIDING PRINCIPLES
Touch-optimized
Touchpoint actions for quick access to related data and workflows for field technicians.
Workflow-guided
“Follow the blue button” for leading the user toward next steps in the product flow.
Field user-optimized
Large scale touch targets and content display for easier glanceability and usage in harsh environments.
Mobile-first UX and UI
Leveraging IBM colors, icons, and typography to main consistency and follow design system guidelines.
SOLUTION
Based on customer feedback and high-priority feature gaps, I enhanced the mobile application—bringing key functionality to mobile. This ensures the right parts and materials reach the right place at the right time, minimizing unplanned downtime in maintenance, repair, and operations.
APPROACH
As a newly onboarded designer to the product, understanding the domain's complexities was critical. I broke down business requirements early to validate hypotheses while being mindful of technical feasibility.
USER RESEARCH
OUTCOMES
> 8 out of 10
Average Single Ease Question (SEQ)
90%
Task completion rate across flows
60%
Reduced on average time-on-task
DESIGN QA
I led issue management throughout QA, labeling bugs by severity and coordinating fixes across developers, PMs, content, and design. This collaborative approach ensured efficient resource allocation and timely resolution.
REFLECTION
Test to break, not just validate
Exploring edge cases and pushing features to failure reveals critical insights that surface testing misses
Failure teaches faster than success
Unsuccessful iterations uncovered behavioral patterns that shaped stronger solutions for future releases
Align with leadership early
Staying connected to organizational priorities helped anticipate shifts and adapt design direction proactively
IBM • SHIPPED 2024
Mobile inventory for storeroom clerks
ROLE
Product Designer
TEAM
Engineering
Design System
Content Designer
Product
CONTRIBUTIONS
User Research
Interaction Design
Usability Testing
Development Handoff
TIMELINE
2023 -2024
TL;DR
Optimize inventory management for storeroom clerks
I led 0→1 design for Maximo Mobile 9.0 serving 10K+ users. I conducted user research and usability testing to inform product strategy, discovering 5+ workflows for future releases. Oversaw design handoff and QA while establishing standards by leading weekly playbacks and stakeholder critiques.
INTRODUCTION
Maximo Mobile
A field inventory management application for technicians to track assets, conduct physical counts, and manage material transfers, issues, and returns in real-time and even offline.
PROBLEM
Storeroom clerks navigate crowded warehouses, climb ladders, and move between storage areas to fulfill urgent requests. Yet they were trapped at desks. Critical inventory features - reservations, issues, returns, transfers - didn't exist on mobile, forcing constant trips back and blocking real-time data access where they actually worked.
This stalled business growth. Clients stayed locked to desktop, blocking upgrades and mobile adoption. Without feature parity, enterprises couldn't transition their teams, delaying revenue and limiting market expansion.
How might we optimize the reservation workflow so storeroom clerks can issue, transfer, and return items accurately while updating inventory in real-time?
IMPACT
↑
%
Operational efficiency
↓
%
Time on data collation
↑
%
Inspection accuracy
↓
%
Unplanned downtime
USER STORY
Eli's in the field. He needs parts. Fred's at the storeroom, racing to fulfill the request before Eli's next job stalls. The design removes friction—helping Fred find what Eli needs, issue it fast, and get him back out there. No hunting. No delays.
GUIDING PRINCIPLES
Touch-optimized
Touchpoint actions for quick access to related data and workflows for field technicians.
Workflow-guided
“Follow the blue button” for leading the user toward next steps in the product flow.
Field user-optimized
Large scale touch targets and content display for easier glanceability and usage in harsh environments.
Mobile-first UX and UI
Leveraging IBM colors, icons, and typography to main consistency and follow design system guidelines.
SOLUTION
Based on customer feedback and high-priority feature gaps, I enhanced the mobile application—bringing key functionality to mobile. This ensures the right parts and materials reach the right place at the right time, minimizing unplanned downtime in maintenance, repair, and operations.
APPROACH
As a newly onboarded designer to the product, understanding the domain's complexities was critical. I broke down business requirements early to validate hypotheses while being mindful of technical feasibility.
USER RESEARCH
OUTCOMES
> 8 out of 10
Average Single Ease Question (SEQ)
90%
Task completion rate across flows
60%
Reduced on average time-on-task
DESIGN QA
I led issue management throughout QA, labeling bugs by severity and coordinating fixes across developers, PMs, content, and design. This collaborative approach ensured efficient resource allocation and timely resolution.
REFLECTION
Test to break, not just validate
Exploring edge cases and pushing features to failure reveals critical insights that surface testing misses
Failure teaches faster than success
Unsuccessful iterations uncovered behavioral patterns that shaped stronger solutions for future releases
Align with leadership early
Staying connected to organizational priorities helped anticipate shifts and adapt design direction proactively