Machinery Manufacturing

B2B  |    E-Commerce   |   Order Management
The retail experience was being disrupted by the use of new technologies, data analytics, and other cost-cutting customer service initiatives.

The Client had to adapt in order to compete more successfully.



Time on Project
17 Months
Team
70+ Team members
Project managers, Business Analysts, Scrum masters, Designer, Front End Engineers, Back End Engineers, Quality Analysts, Performance engineers
Impact
∙ Lead Visual design (across India & Seattle, Denver & Chicago)
∙ Actively involved through Discover, Define, Design & since 1st release
∙ Part of key stakeholder meetings & demos
∙ Identifying user flows and creating sprint plans for the team
∙ Set up a Visual QA practice, accelerated the quality of design to production
∙ Mapped the existing content & created the information architecture



Flat Industry


Market presence


Brand Perception

Disjointed systems




Caterpillar


Supply Standardization
Dealer


Inventory Standardization
Customer


Retail Presence & Process




Goals

  • There is enough stock to meet customer demand
  • Reduce inventory holding costs
  • Streamline the ordering process
  • Minimize stockouts
  • Increase revenue
Challenges

  • Predicting customer needs
  • Configuring and optimizing truckloads
  • Tracking inventory across multiple locations
  • Identifying and removing slow-moving inventory
  • Managing the cost of holding inventory
Behaviors

  • Regularly monitors inventory levels and reorders when necessary
  • Uses data and analytics to predict customer demand
  • Constantly looking for ways to improve the efficiency of the ordering process
  • Needs to be able to access inventory data from multiple locations in real-time
  • Is open to new technology and solutions that can help him achieve his goals
Technology

  • Skilled in using inventory management software
  • Familiar with data analytics tools
  • Comfortable using mobile devices and apps
Personality

  • Detail-oriented and organized
  • Results-driven
  • Data-driven
  • Proactive
  • Open to new ideas and technology









Impact✨


This project went live in 2020 for the US and Canada-based dealers and the intuitive user experience has elevated the CUV vehicle ordering process for the dealers. Almost 60% reduction of call support has been noted within a span of 6 months after launch.

- Optimized Caterpillar procurement and provided actionable data
- Simplified Dealer ordering process and inventory planning

- Decreased Customer time to quote and customized Point of Sale experience
- Seamless experience from initial customer inquiry to configuration recommendations
- Improved restock alerts to notify IMs to proactively replenish inventory & place orders
- Website was rolled out in 5 countries: USA, CA, UK, PO, AU, NZ.
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