Merchant Portal
The Merchant Portal is an all-in-one management platform that helps business owners run their operations from one place. It brings together real-time reporting, sales insights, customer management, catalog updates, employee tools, promotions and operational settings into a cleaner, more intuitive experience so merchants can make faster decisions without digging through disconnected tools
Product Design, Web, Mobile
Process:
Core Alignment: Aligned with stakeholders on business goals, product requirements and technical feasibility to ensure the solution was practical and business-driven.
Research & Development: Analyzed competitors, industry challenges, compliance needs and product gaps to uncover opportunities for improvement.
Design & Usability Testing: Tested multiple flow options across each section to find the best balance between usability, dense data and clear information hierarchy.
Feedback-Driven Iterations: Collected insights through 1:1 merchant interviews and weekly in-platform surveys to continuously refine the experience.
Design & Architecture:
✅ Modular Dashboard System: Flexible widget cards let merchants customize their dashboard while keeping key business metrics easy to scan.
✅ Scalable Navigation Structure: Core workflows are organized into clear sections like reports, catalog, employees, customers, promotions and cash management.
✅ Progressive Information Hierarchy: Important information is surfaced first, with deeper actions revealed through tables, side panels, hover states and guided flows.
✅ Reusable Management Patterns: Consistent tables, filters, quick actions and page layouts make complex areas easier to learn and manage.
✅ Guided & Safety-Focused Workflows: Complex or sensitive tasks like promotions, permission management, transfer sales and data purge are broken into clear steps with helper text and confirmation states.
Design Solution
Key Features:
✅ Real-Time Business Dashboard: A 7-day performance view with validated key metrics and editable widget cards that merchants can add or remove without losing data.
✅ Historical Reporting Experience: A dedicated reports dashboard for deeper analysis, with auto-expanded reports and collapsed main navigation to create more working space.
✅ Clearer Catalog Management: A more structured menu system with improved hierarchy, faster access to modifiers, subcategories and key item actions through hover interactions.
✅ Employee & Permission Management: Organized employee tables, clearer controls and tabbed access settings for Admin Access, Report Access and Portal Access.
✅ Customer & Rewards Management: A centralized customer view showing total spent, points, reward ID, last visit and contact information to help merchants manage rewards, payments and outreach.
✅ Promotion & Coupon Tools: A guided offer creation flow with helper text, clearer discount types and quick email or text actions to promote offers faster.
✅ Cash & Data Management: Improved visibility into cash activity and clearer upload, download and purge actions with safeguards like typed confirmation for sensitive data deletion.
✅ Guided Transfer Sale Flow: A split-screen transfer experience that helps merchants confirm the current order and quickly assign it to a new employee without relying on memorized employee IDs.