Case study · Retail SaaS

Tori

Complex retail tasks, one step at a time.

A SaaS concept for inventory and retail management that turns complex seasonal processes into guided wizards any employee can finish correctly.

Context
NetCraft Academy project · 2024–2025
My focus
Research, workflows, UX and interface design
Platform
Desktop web app (SaaS), designed in Figma
Scope
Items, receipts, customers, employees, and the seasonal transfer wizard

3D is unavailable in this browser, so the case study shows without its animated backgrounds.

Skip to final design
Scroll the story
01 / The brief

End of seasonis a logisticsproblem.

When a season turns, stores move stock between branches. Every transfer means scanning, choosing a destination, printing the right label and filling a shipping form, usually across disconnected tools.

Tori explores how one platform could hold items, receipts, customers and employees together, and turn each complex seasonal task into a guided wizard, so the right order of steps is the only order.

My role

What I owned,and with whom.

Role
UX/UI & product designer
Team
Solo, with feedback from NetCraft mentors
Timeline
2024–2025 · NetCraft Academy
What I did
ResearchUX flowsUI designPrototypeStyle guide
02 / Research & goals

Watch thestockroom,not the slides.

The study combined a review of 2023–2024 industry reports, 20 interviews with retail management teams, and an analysis of the leading platforms. Every pain point fell into one of three needs.

Report analysis · 2023–2024 industry studies
70%

of software used by today’s companies is SaaS.

78%

of organizations store sensitive information in SaaS apps.

73%

of companies use SaaS products to meet their business goals.

01 / SIMPLIFYComplexity.

Break multi-step tasks into guided steps.

02 / CONNECTFragmentation.

Keep items, stores and paperwork in one flow.

03 / PROTECTErrors.

Catch mistakes before stock leaves the store.

02 / User interviews

20 interviews.One exhausting routine.

Conducted with management teams in various retail stores, from cashiers and visual merchandisers to store, logistics and regional managers.

“Communicating the visual design needs of the store to staff is way more complicated than it needs to be… It’s exhausting.”
Jordan YachielliVisual merchandiser
“I work with 4 companies, each one uses a different inventory management system, simple transfers are super hectic.”
Daniel RaznikLogistics manager
“13 phone calls, 129 WhatsApp messages, 64 e-mails and worked on 4 ERP systems at the same time. This happens daily.”
Edan AbutbulRegional manager
“Transferring inventory involves sending emails, finding the item in the system, following packing protocols and more. It gives me anxiety.”
Uda Mz’aribStore manager
“I’m always stressed out every seasonal inventory transfer. Transferring one item group can take hours. I keep missing time with my family!”
Keren SadeStore manager
Research findings

The case for a redesign.

The interviews validated the need for a SaaS redesign that covers a wide range of use cases and makes the workflow more streamlined.

90%

said their current workflow is scattered across too many platforms.

Interview finding
82%

said the ERP and CRM software they use has a difficult learning curve.

Interview finding
78%

are looking to replace their current SaaS with a more efficient one.

Interview finding
02 / Existing alternatives

Powerful tools.Built forexperts.

The review compared four leading retail platforms across six capabilities. All of them could store the data; none guided a store employee through a complex task.

ComaxPrioritySalesforceStoree
DashboardInventoryStaffSalesSeasonal transfer wizardStreamlined design
DESIGN OPPORTUNITY

From data to done.

Keep the full data platform, and add a guided layer on top for the tasks that go wrong most often.

02 / Feature comparison

Everyone stores the data.No one guides the task.

Six capabilities across Comax, Priority, Salesforce and Storee. Inventory management is everywhere; a seasonal transfer wizard exists in none of them.

Feature comparison of Tori, Comax, Priority, Salesforce and Storee
CapabilityToriComaxPrioritySalesforceStoree
DashboardTori✓Comax✕Priority✓Salesforce✓Storee✕
Inventory managementTori✓Comax✓Priority✓Salesforce✓Storee✓
Staff managementTori✓Comax✓Priority✓Salesforce✕Storee✕
Sales managementTori✓Comax✓Priority✓Salesforce✓Storee✕
Seasonal transfer wizardTori✓Comax✕Priority✕Salesforce✕Storee✕
Streamlined, intuitive designTori✓Comax✕Priority✓Salesforce✓Storee✕
✓ Has it◐ Partly✕ Missing
03 / Who it’s for

Meet Keren.

Portrait of Keren Sade

Keren Sade

32 · Store manager · Tivon, Israel

“Seasonal inventory transfers are the worst. I wish I had a tool that could streamline the entire process in one place!”

Managing a retail store. Keren is the store manager of the Urbanica Station store in Ramat Yishai. She enjoys managing teams, has a strong background in shops, and oversees daily operations, including inventory, staff management, sales and customer service.

GOALS
  • Easily be notified of errors
  • A simple view for tasks and inventory
  • See inventory, colors and sizes for items at a glance
  • In-house reminders and communications
PAIN POINTS
  • Works across Comax, Outlook, Storee and WhatsApp, and wants one simpler process
  • Constant emails and messages across the board
  • Outdated software that keeps getting stuck and isn’t easy to use

The main persona, drawn from 20 interviews with retail management teams

03 / User story

Same transfer.Two different seasons.

Keren’s goal never changes: move seasonal stock to the store that needs it, with the right label and a signed form. What changes is how many systems she has to stitch together to do it.

Without the app

Fragmented path

  1. 01
    Check stock in Comax

    Quantities live in one system, the request arrives in another.

  2. 02
    Coordinate on WhatsApp

    Messages and Outlook threads pile up between stores.

  3. 03
    Print the label in Storee

    A wrong label means reprinting and re-sticking.

  4. 04
    Chase the paperwork

    The shipping form waits on a signature by hand.

Hours lost between four systems

With Tori

Connected path

  1. 01
    Scan the item

    The wizard starts from the product itself.

  2. 02
    Pack the groups

    Scanned items sort into matching groups, ready to pack.

  3. 03
    Print the right label

    The label matches the transfer automatically.

  4. 04
    Sign and ship

    The shipping form closes with an optional e-signature.

A transfer finished in one flow

One wizard

Four steps, one screen

One source of stock

No re-checking across systems

Errors flagged early

Mistakes caught before the box ships

04 / Role-based

One system.A dashboard per role.

Tori includes interfaces for each position in the company, with usability overlap across the organization. Each position gets its own custom dashboard with access to all, or most, of the system, except the cashier at the till. Scroll: Tori loads once, then the same dashboard reshapes itself for each of the four roles.

4 roles · 1 system · 9 modules

Module access by role in Tori
RoleInventorySupplyOrdersStore mgmtSalesStaffPayVMPOS
Regional Manager
Visual Merchandizer
Store Manager
Cashier
Full accessSome features
05 / User flow

One dashboard,one task at a time.

Before the screens had a look, they had a structure. Signing in sets the role, and the dashboard adapts to it. The flow below follows the store manager: everyday modules sit on either side, the seasonal transfer runs down the middle as four numbered steps, and the shipment is logged for both stores.

ScreenHubWrites back

05 / User journey

One wizard,four steps.

Each stop on the line is a step in the seasonal transfer wizard. Scroll to follow Keren from a transfer list to a signed shipment.

01 / 04Rushed

Scan

She scans or searches an item, and Tori opens its full details on one card.

DesignThe wizard starts from the product itself: size, color, quantity and destination in one place.

02 / 04Focused

Pack

Scanned items fall into matching groups, ready to pack together.

DesignShe packs a group, not single pieces, so nothing is left behind.

03 / 04Relieved

Print

She checks the label preview, sets paper and printer, and prints.

DesignLabels come from the transfer itself, never typed by hand.

04 / 04In control

Ship

The shipping form fills itself from what she scanned. She signs on screen and ships.

DesignPre-filled details and an e-signature, so the shipment is logged for both stores.

06 / Final design

Closer to the product.Closer to the decisions.

Scroll through the flow. Each state carries one design decision.

  1. 01 Scan

    One item, one beep.

    The wizard opens on a single task: scan, confirm, continue.

  2. 02 Pack

    Group, then pack.

    Scanned items sort into matching groups, so each box is packed once.

  3. 03 Print

    Print what the batch needs.

    Label type and address come from the transfer, removing the most common error.

  4. 04 Ship

    Close the loop.

    A pre-filled shipping form and an optional e-signature create a record both stores can see.

The flow, screen by screen

Five screens. One flow.

Screens from the final Figma design. Scroll or drag sideways to turn through the flow.Scroll or swipe sideways to turn through the flow.

app.tori.io / transfers
Tori transfer wizard, Scan step: a scanned T-shirt with its full item details and destination
01Scan
app.tori.io / transfers
Tori transfer wizard, Pack step: Packing hub with designated packing instructions and a Done packing button
02Pack
app.tori.io / transfers
Tori transfer wizard, Print step: print settings with a shipping label preview, four copies
03Print
app.tori.io / transfers
Tori transfer wizard, Ship step: Sign and ship form with package details, e-signature and a shipping form preview
04Ship
app.tori.io / transfers
Tori transfer wizard, done: Transfer complete overview with the packed group, the shipping label and the signed shipping form
05Done
The full flow, in motion

From sign-in to shipped.

The prototype end to end: sign in, scan, pack, print, ship, done.

app.tori.io
Beyond the wizard

The rest of the platform.

Dashboard, inventory, sales and staff, from the final Figma design.

app.tori.io / home
Tori dashboard: daily sales, deals and customer stats, daily tasks, an inventory transfer card, sales overview chart, sales goals and store rankings
01Dashboard
app.tori.io / staff