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.
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
17 Months
Team
70+ Team members
Project managers, Business Analysts, Scrum masters, Designer, Front End Engineers, Back End Engineers, Quality Analysts, Performance engineers
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
∙ 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
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Market presence
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Brand Perception

Disjointed systems
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Caterpillar
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Supply Standardization
Dealer
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Inventory Standardization
Customer
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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.