Duration

4 Months

Client

Cuppanord

Team

Solo Designer, 4 Dev

My Role

UX/UI

Screens

80+

The Everyday Hustle

Cuppanord is like many growing brands, struggled with scattered operations and manual processes. From employee management to machine maintenance, teams spent more time finding information than driving growth.

Service updates got lost in whatsapp chats, spare parts tracking was a headache, and inventory gaps slowed down repairs.

Solution

I have to design a centralized platform where sales, service, finance, and inventory could work seamlessly together. Features like ticket management, role-based access, automated finance checks, and field-service updates brought clarity and accountability.

By creating an intuitive mobile app alongside the CRM, we ensured that field employees stayed connected, while admins gained real-time visibility into every process.

Process/Approach

Understanding Business Operations

In the discovery phase I connected with the Cuppanord team, including managers, field employees, and finance staff, to uncover their daily challenges.

At the same time I studied the coffee industry workflow and explored existing CRM platforms to understand their strengths and gaps.

Persona

Observations Key Issues and Insights

Defining User Flow

Based on the research, I defined the core user flows for Cuppanord CRM, focusing on the essential modules like employee management , service and maintenance tracking, and inventory usage.

The goal was to structure the CRM around real tasks, ensuring that each flow supported clarity and efficiency for different roles.

Wireframe Design

We began with quick paper prototypes to visualize ideas and capture feedback early. From there, we mapped out user flows for each role, including employee, service engineers, and finance admins, to reflect their daily tasks.

These flows were then shaped into wireframes focused on clarity and ease of use.

During the paper wireframing phase, we gathered inputs from field engineers, managers, and warehouse staff to map the exact fields they needed.

Then we moved on to create digital wireframes and the basic structure, where new modules were added as per client demand and later refined in the high-fidelity design.

Final UI Design

The high-fidelity design focused on a clean, brand-aligned interface with reusable components and minimal screens to keep tasks simple.

The dashboard was simplified to make data accessible, support faster decisions, and create a seamless, self-explanatory experience that requires minimal effort from users.

Dashboard

The dashboard gives a quick overview of business performance with clear and accessible insights.

Key functions include:

• Sales Analytics to track performance over time

• Sales by Category for revenue breakdown

• Machine Status for market, refurbished, or scrap-ready units

• Inventory Status with real-time stock updates

• Recent Customers with onboarding details

• Quick Stats on employees, customers, and tickets

Role Management

Customer Management

You can view the total number of customers and instantly see how many are active or inactive.

You can also find functions such as:

• Add Customer

• Search & Filter Customers

• View Contact Information

• Track Assigned Sales Executive, Distributor & Field Engineer

• Check Customer Status (Active, IN progress, Verified, Rejected)

Inventory Management

Settings Screen

You can easily manage core configurations without switching between modules. Everything is grouped in one place for quick access.

You can also find functions such as:

• Department Management

• Coffee Machines

• Consumable Products

• Beverage Types

• Company Profile

• This section ensures that business operations remain structured, customizable, and easy to maintain.

What Did I Learn?

This project taught me how to turn real-world workflows into digital solutions by observing employees and addressing pain points like lost inventory and scattered updates.

I also strengthened my skills in building consistent visuals and reusable components, making the CRM scalable and efficient.

The client valued the outcome as a solid foundation for a more streamlined and user-friendly system.

🚀 Stay tuned - The mobile app case study is on its way!

Let’s Create Something Amazing Together

Great design grows when shared. I’m open to collabs, side gigs, or bold creative adventures.

ritickkumar4188@gmail.com

I hope you enjoyed exploring my portfolio! Have a fantastic day ✨