Project Plan
Task
Design & Development of CRM platform
Team
PM, Business Analyst, UX Researcher, UI/UX Designer, 2 Front-end Developers, 2 Back-end Developers, QA, DevOps
Duration
6 months
Scope
30 web screens
Overview
Our customer Kaufkraft is one of the leaders in the German retail market with multiple stores across the country. It tasked us with a complex project aimed at improving customer engagement, management, sales, and operations. The existing system wasn’t capable of handling purchase history, products inventory, marketing and invoices details, so it required a custom one for tailored needs.
During this cooperation, we had to address all the tech challenges, from centralized databases for all the customers’ and workers’ data to marketing-related analytics and insights that help to suggest sales trends. Our team was also asked to design a flawless interface for easy usage and seamless navigation.
Deliverables
- UI/UX Design
- Custom Software Development
- CRM Platform
- Mobile Adaptive
- Admin Panel
Results
The management platform transformed Kaufkraft’s sales operations, driving a 25% increase in average cart value following the launch of an AI assistant. Handling over 10,000 product interactions daily through WebSockets, the system delivered lightning-fast responsiveness while reducing page load times by 40% thanks to SSR with Next.js.
Maintaining 99.95% uptime across all services, the platform supports multi-vendor capabilities and is built to scale internationally, empowering Kaufkraft to elevate both productivity and customer engagement.
Information Architecture
Keeping sales managers and staff front and center, we developed a retail management system with clear dashboards and organized charts to help users find key info quickly. The dynamic front-end built with Next.js and React.js ensures speed and SEO friendliness, while NestJS and GraphQL power the back-end API interactions.
PostgreSQL holds critical data, Redis optimizes caching, and WebSockets push timely transaction and inventory updates. Docker containers run on AWS ECS, with S3 handling storage and CloudWatch delivering full observability.
Information Architecture
Security
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Platon Tsybulskiy
CTO
User persona
Age:38
Status:Married
Location:Hamburg
Biography
has 10+ years of experience in retail operations. She manages a CRM and oversees inventory and order flow across multiple online stores in Germany. Tech-savvy and detail-oriented,
focuses on streamlining processes to benefit both customers and internal teams. She collaborates closely with logistics, marketing, and customer service to ensure a smooth, consistent shopping experience.
Personality
Goals
- Get real-time inventory visibility across all stores
- Boost order accuracy and speed up fulfillment
- Improve CRM workflows for better retention
- Simplify data integration for clearer reporting
Motivation
- Central dashboard to track orders and stock
- Alerts for low stock or delays
- Sync between CRM, inventory, and ERP
- Custom reports for sales and performance
Needs
- Data mismatches from disconnected systems
- Time-consuming manual updates
- Inventory errors causing stock issues
- Hard to track customer behavior across stores
Frustration
- System gaps causing data issues
- Manual updates across tools
- Inventory errors causing stockouts
- Hard to track customers across stores
User journey map
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Functionality
The goal was to provide Kaufkraft with a robust yet user-friendly suite of tools that quickly deliver important business stats and streamline store and product management. This approach ensures the team can focus on results without getting lost in complexity:
Dashboard for KPIs
Kaufkraft wanted us to design and create the main page with core statistics and nuances that can be overviewed in minutes by admins. Therefore, we added elements for new sales numbers with increasing-downcreasing percentage, leads and related incomes, conversion rate, revenue, visits of users, and statistics for bestsellers.
Stores locations
This tab was developed for sales managers and other specialists so that they can easily access the full information about each store, knowing its ID or searching manually through the list. They can overview core data, from cities to working hours, open for more details, and check the map.
Products page
The most challenging part of this project was about all products data storage, and to simplify the inventory management for our client, we divided all the stuff into categories: “All products,” “New arrivals,” “Best sellers,” and “On sale.” Employees are able to review recent activity, use shortcuts or buttons to add goods, suppliers, open store maps, and export the information.
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