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

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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
Tori staff page: staff in store, total staff, new employees and a setup wizard, with an all-staff table
04Staff
app.tori.io / sales
Tori sales page: daily sales, deals, average customer and average sale, with an all-sales table
03Sales
app.tori.io / products
Tori products page: top-selling items and a product inventory table with SKU, location, price and stock
02Inventory
07 / Decisions & trade-offs

Every screenwas a fork.

The three calls that shaped the product most: what I chose, and what it replaced.

Fork 01 · Wizards

Free-form screens or a guided wizard?

Chosen

Designated seasonal wizards for inventory transfers, W2 setup and VM strategy, launched from the dashboard or orders page.

Instead of

Emails, hunting for the item in the system and following packing protocols by hand.

Why. Seasonal transfers are complex and stressful. A step-by-step wizard walks staff through them in order, so nothing gets missed.

Evidence · “Transferring one item group can take hours.” Keren Sade, Store Manager · Tori could cut transfer time by up to 50%.

Fork 02 · Roles

One dashboard or one per role?

Chosen

A personalized dashboard for each position: regional manager, visual merchandiser, store manager and cashier, with overlapping access.

Instead of

One generic view that shows everyone everything.

Why. Each role sees the most important information when they need it. Managers get most of the system; cashiers get POS and some inventory features.

Evidence · 20 interviews with retail management teams defined four roles with different needs.

Fork 03 · All-in-one

Another tool, or one place?

Chosen

Sales, inventory, staff, products, orders and VM in one platform, with built-in AI automations.

Instead of

Juggling Comax, Outlook, Storee and WhatsApp side by side.

Why. Fragmented systems caused data discrepancies and slow decisions. One “cockpit” view removes the switching.

Evidence · 90% said their workflow is scattered across too many platforms · 82% said current ERP/CRM tools are hard to learn.

08 / Regional manager

No need to botheryour regional manager.

AI integration keeps you focused on the most important tasks. The store runs its own day, and the regional view stays one tap away when it matters.

Task management

New tasks update in the dashboard in real time. Make sure to enable alerts.

Streamlined workflow

Advanced third-party support expedites progress, turning complex processes into intuitive flows.

Overview

Always see your daily metrics at a glance. The preview updates according to the page you are on.

Total daily sales$198k37.8%vs yesterday
Daily deals8682%vs yesterday
Average customer12311%vs yesterday
Average sale$34811%vs yesterday

Leaderboard

Keep track of your sales. Easily compare how your store is doing against other stores in your region.

Administrator

Precise user permissions and role-based access for authorized users only.

Mira PatelFull access
Full access
Marcus ChenStore team
Can edit
Devon WilliamsTill
Can view

Print & ship

Print custom packing labels and shipping forms. Connect in-house to multiple shipping companies.

Illustrative recreations of the Tori dashboard. Figures and names are sample data.

09 / The platform around it

The wizard isone roomin the house.

Around the transfer wizard, Tori keeps everyday retail data in one place, so every wizard starts from the right information.

Items & stock

Stock levels per store, with seasonal status.

Receipts

Sales and returns linked to items and customers.

Customers

Purchase history and preferences in one profile.

Employees

Roles, shifts and who handled each task.

10 / Style guide

Operational clarity.Calm under pressure.

Poppins, a teal primary and warm amber secondary, with mint and ice surfaces that keep data-dense screens readable.

Identity
Tori logo: a rounded lowercase tori wordmark in teal

A rounded, lowercase wordmark in the Tori teal: short, friendly and easy to read at small sizes.

Typography
HeadingsPoppins BoldAaInventory, simplified.Aa Bb Cc Dd Ee Ff Gg Hh 0123456789
BodyPoppins RegularAaReview the transfer, then confirm it in one step.Aa Bb Cc Dd Ee Ff Gg Hh 0123456789

Poppins throughout: Bold 700 and Medium 500 for titles, labels and key numbers, and Regular 400 to keep data-dense screens readable.

Colour
Primary#066E73

Primary actions and active states

Secondary#D99B3E

Highlights and secondary actions

Dark#1F2937

Text and navigation

Mint#E0F2F2

Surfaces and selected rows

Components

A reusable library built for scale and consistency across the dashboard. Everything below is live, so try it.

Sidebar navigationAccess to the core modules, with a clear active state and live counts.
Buttons & actionsPrimary, secondary and utility styles.
Inputs & controlsSearch with suggestions, a visibility toggle, a checkbox and a switch.
Tank tops
Ties
T-shirts

Press Enter to search

Status & process stepsIndicators for wizard workflows and system status: done, in progress and upcoming.
11 / Accessibility & trust

Built for a busyshop floor.

Store staff use Tori standing up, mid-shift, often with customers waiting. Accessibility here means fewer mistakes under pressure.

One step at a time

Each wizard screen asks for one decision, with progress always visible.

Contrast & glare

Teal primary measures 6.0:1 on white and dark text 12.7:1 on mint, passing WCAG AAWeb Content Accessibility Guidelines, level AA — the standard for colour contrast and readability. under bright store lighting.

Keyboard & scanner first

Every step works from the keyboard or a USB barcode scanner, with no precise mouse work needed.

Undo & recovery

A wrong scan or store can be undone in one tap, before anything ships.

12 / Projected outcomes

What the researchpointed toward.

Tori was a school concept, so there was no usability testing. These are targets estimated from the research: what the design should achieve, and what a first validation round would measure.

≥90%

of transfers completed without a manager’s help

Target · task success
−50%

mislabeled shipments compared with the current process

Target · error rate
<5 min

to complete a 20-item transfer

Target · time on task
3 / 3

research needs covered: Simplify, Connect, Protect

Design coverage

How these were estimated

Each target traces back to a pain point from the research: wrong labels, fragmented tools, and staff who can’t work alone. Across 20 interviews, 90% said their workflow was scattered across too many platforms, 82% found their current ERP/CRM hard to learn, and 78% wanted to replace it. From that, I estimated Tori could speed up transfers by up to 50%. A moderated test on the prototype would be the first step to confirm them.

13 / Reflection & next steps

What worked.What I’d change.

What worked

Wizards as a system, not a feature.

Designing the wizard as a pattern the platform can generate for each seasonal task made the idea bigger than one transfer flow.

What I’d change

Test on the shop floor.

I’d put the wizard in front of store staff on real devices, mid-shift, with a real transfer list.

What I learned

What good UX really means.

Tori deepened my understanding of good UX: meeting real needs and solving real pain points. When a task is rare and costly, the best design makes the wrong move hard.

Where I would take it next

With more time I’d add an in-house messaging system, a notification system and an expanded filtering screen, then more seasonal wizards.

This is a design case study; the outcomes above are research-based estimates, not measured results.

01 / 05Scan
From sign-in to shipped
01 / 04