Kate
Name:
Atlas
About:
All-in-one platform for customer management, bulk campaigns, and sales workflows.
Impact:
+32% increase in repeat customers
+28% growth in campaign response rate
~40% fewer manual operations
Improved in-store customer service
Role:
End-to-end UX/UI Product Designer
v
Have design project
and need help?
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You
Book 15-min call
Kate
Name:
Atlas
About:
All-in-one platform for customer management, bulk campaigns, and sales workflows.
Impact:
+32% increase in repeat customers
+28% growth in campaign response rate
~40% fewer manual operations
Improved in-store customer service
Role:
End-to-end UX/UI Product Designer
v
ATLAS
WEB APPLICATION
PRODUCT DESIGN
KATERYNA PRYSHCHEPA
1. About ATLAS
Project / ATLAS
Category / Jewelry Order Management
Date / Feb - Jul, 2024
Jewelry CRM
Two-Way Texting
Customizable Workflow
ATLAS JewelryCRM Platform
As a product designer, I developed a Jewelry CRM for the U.S. market that streamlines customer management and enhances communication with two-way texting.
I also implemented customizable workflows, enabling jewelry stores to operate more efficiently and significantly improving their day-to-day management.
Jewelry CRM
Two-Way Texting
Customizable Workflow
GemEase JewelryCRM Platform
“With ATLAS, we no longer worry about missed due dates or lengthy order searches, and we've reached a new level of customer service quality!”
Anish Desai
Store Owner, StarGems
2. Design Process
1. Research
Competitor Analysis
Market Analysis
Hypotheses
User Research
2. Concepts
I created 2 concepts and chose the most suitable for the client
3. UX Design
Wireframes
Prototype
4. Testing
The client and I tested the prototypes with the target audience.
5. UI Design
Visual Style
Design System
Animation
6. Analysis
After completing the UI design, we handed it over to the development team for implementation.
3. ATLAS Project Challenges
ATLAS CRM - project challenges
Understanding the Jewelry Industry
Creating an intuitive and user interface
Implement user testing throughout the design process
Mapping User Journeys
Balancing Complexity and Usability
DefiningUser Personas
4. User Research & Interviews
ATLAS users are primarily professionals aged 35 and older, who are deeply involved in the jewelry industry.
In the user research phase for ATLAS,a series of in-depth interviews were conducted, exploring the detailed perspectives and experiences of jewelry professionals.
This research provided valuable insights into the specific needs and challenges faced by users, guiding the design and development of the platform.
15
Interviews Conducted
3
Core Features Developed for MVP
200
Initial Users Onboarded
5. Hypotheses
Key hypotheses that were confirmed during the interviews:
- Centralized Order Management is Crucial. Users need a single platform to efficiently manage all orders, saving time.
- Two-Way SMS Boosts Customer Engagement. Built-in SMS communication is vital for improving customer interactions and service.
- Customizable Workflows Improve Efficiency. Tailoring workflows to specific needs is essential for streamlining processes and enhancing efficiency.
6. UI Design
Table
Calendar
Kanban
Orders Management
Research revealed that users value both a detailed tabular view for tracking orders and a way to monitor deadlines easily.
They also wanted an intuitive method for managing orders through different stages.
To meet these needs, I designed three views: Table for data visibility, Calendar for deadline tracking, and Kanban for an interactive, drag-and-drop experience, ensuring a user-friendly and efficient workflow.
Repair
Repair
Repair
Repair
Repair
Custom
Custom
Custom
Custom
Custom
Repair
#0001
Adison Donin
Name:
BJ452217
Type:
Ring
Mobile Phone:
+1 555 555 1225
Due: 03/12/2024
Custom
#0034
Roger Mango
Name:
BJ452211
Type:
Earrings
Mobile Phone:
+1 555 555 1221
Due: 03/12/2024
0001
OL452234
New Order
Order Type
Custom
Item Type
Ring
Client
Mike Phillips
Client Number
(343) 231-3234
Client Email
mike@gmail.com
Salesperson
Ruben Cooper
Due Date
03/12/2024
0023
OL452234
Ready for Pick Up
Order Type
Repair
Item Type
Ring
Client
Emerson Mango
Client Number
(343) 231-3234
Client Email
margo12@gmail.com
Salesperson
Cheyenne Schleifer
Due Date
03/24/2024
Repair
#0001
Adison Donin
Name:
OL452212
Type:
Ring
Mobile Phone:
(444) 555-1221
Due: 03/11/2024
Repair
#0001
Adison Donin
Name:
OL452254
Type:
Ring
Mobile Phone:
(444) 555-1221
Due: 03/12/2024
Custom
#0012
Charlie Dias
Name:
OL452243
Type:
Earrings
Mobile Phone:
(444) 535-1434
Past Due
Custom
#0034
Roger Mango
Name:
OL452212
Type:
Ring
Mobile Phone:
(444) 555-1221
Due: 03/12/2024
0012
Custom
OL452221
03/12/2024
Ring
Roger Korsgaard
03/12/2024
Ruben Cooper
$2,120.00
New Order
0024
Custom
OL452223
03/15/2024
Earrings
Abram Lipshutz
03/12/2024
Ruben Cooper
$2,120.00
New Order
0032
Repair
OL452255
03/15/2024
Ring
Desirae Aminoff
03/12/2024
Ruben Cooper
$2,120.00
In Progress
0033
Repair
OL452266
03/21/2024
Bracelet
Marcus Philips
Past Due
Ruben Cooper
$2,120.00
In Progress
0034
Custom
OL452241
03/24/2024
Ring
Kaylynn Lubin
03/12/2024
Ruben Cooper
$2,120.00
In Progress
0044
Custom
OL452223
03/26/2024
Earrings
Madelyn Franci
03/12/2024
Ruben Cooper
$2,120.00
Ready for Pick Up
0047
Repair
OL452265
03/28/2024
Ring
Cooper Culhane
03/12/2024
Ruben Cooper
$2,120.00
In Progress
3234
Custom
BJ452234
03/12/2024
Ring
Martin Vaccaro
03/12/2024
Ruben Cooper
$2,120.00
Ready for Pick Up
3234
Custom
BJ452234
03/12/2024
Ring
Jaydon Franci
03/12/2024
Ruben Cooper
$2,120.00
New Order
3234
Repair
BJ452234
03/12/2024
Ring
Jordyn Lipshutz
03/12/2024
Ruben Cooper
$2,120.00
Ready for Pick Up
3234
Custom
BJ452234
03/12/2024
Ring
Abram Geidt
03/12/2024
Ruben Cooper
$2,120.00
Ready for Pick Up
3234
Custom
BJ452234
03/12/2024
Ring
Giana Mango
03/12/2024
Ruben Cooper
$2,120.00
Picked Up
3234
Repair
BJ452234
03/12/2024
Ring
Brandon Workman
03/12/2024
Ruben Cooper
$2,120.00
Archived
The Table view offers significant advantages, allowing administrators and senior sales managers to easily review all orders in one place.
The Kanban view offers a user-friendly, visual approach that makes it easy for sales staff to manage orders efficiently. With its drag-and-drop interface, team members can quickly update order statuses, prioritize tasks, and monitor progress in real-time.
The Calendar view is designed to clearly display order due dates, allowing users to easily track upcoming deadlines. This visual approach helps ensure that no orders are missed or delayed, providing a straightforward way to manage time-sensitive tasks and keep the workflow on schedule.
Billing
Finance Management
In the app, it’s easy to manage finances and subscription payments. The user-friendly fintech solutions streamline and automate all processes.
Next Payment
Payment Date
04/14/2024
Total Payment
$130
AS
5 Additional Users
Cost Breakdown
Cost Breakdown
Your next payment will be on 04/14/2024.
Premium Plan
Monthly Plan
$55
5 Additional Users
$15 x 5 users
$75
Total:
$130
Search
⌘F
Dashboard
⌘1
Orders
⌘2
Clients
⌘3
Yes
⌘N
1
5
Billing
Your Plan
Premium
Active
Premium Features
Cancel Subscription
$55
per month
+ $15
per additional user
+ ¢3
per marketing SMS
Next Payment
Payment Date
04/14/2024
Total Payment
$130
AS
5 Additional Users
Cost Breakdown
Payment Method
**** **** **** 2123
Visa
Expires 05/26
Payment History
Service Description
Date
Invoice
Quantity
Amount
Payment Method
Status
Marketing SMS
02/15/2024
0002
120
$3.60
****2123
Paid
Download Receipt
Premium Plan
02/14/2024
0001
1
$0.00
****2123
Paid
Download Receipt
Rows per page
2
1
Order Page
Messages Page
Two-Way SMS Texting
To keep clients informed about the progress of their orders, it's crucial to provide timely updates. Research shows that the majority of Americans still prefer using traditional SMS for communication.
With this insight, we decided to implement a seamless SMS texting feature in ATLAS. This feature allows users to send messages directly from the order page or the dedicated messages page, ensuring that communication with clients is both efficient and convenient.
Terry Stanton
Salesperson
Hello! Your jewelry piece is now halfway through production. The intricate details are coming together perfectly.
Order #0212
12:12 PM
Maren Press
Salesperson
Hi there! We are carefully selecting the best diamonds for your bracelet today. Each stone is being chosen for its brilliance and clarity
Order #0124
11:11 AM
Tatiana Geidt
Salesperson
Hello! Just a quick update: your bespoke earrings are now in the polishing stage. They should sparkle just as you envisioned!
Order #3234
14:34 PM
Ashlynn Culhane
Salesperson
Greetings! Your custom engagement ring is now being crafted. We're aligning every detail to your specifications
Order #1212
11:00 AM
Lindsey Saris
Salesperson
Good day! We've started setting the stones in your custom necklace. The design is shaping up beautifully, and we can't wait for you to see it!
Order #1342
14:40 PM
Haylie Philips
Salesperson
Hi! We've just completed the initial sketch of your jewelry piece. Would you like to review it before we proceed?
Order #1212
15:30 PM
Ann Mango
Client
Great to hear! The pendant sounds absolutely lovely, especially with the engraving. Can’t wait to see it and wear it proudly. Please share a photo when it's ready!
12:33 PM
Paityn Rhiel Madsen
Client
That sounds fantastic! Thank you for being so meticulous with the engagement ring. I am eagerly anticipating seeing the final result! 🌟
14:54 PM
Marley George
Client
Wonderful news, thank you! I really appreciate the hard work your team is putting into the earrings. Looking forward to wearing them and showing them off. 💎
13:22 PM
Marley Donin
Client
Thank you for the update! I'm so excited to see the necklace. Please send pictures as soon as it's readyI can hardly wait! 😊
10:34 AM
Ruben Culhane
Client
Exciting indeed! Thanks for the update. It’s thrilling to know my brooch is coming to life! Keep me posted on the progress. 🌼
15:29 PM
Jaylon Korsgaard
Client
Hello! I saw a beautiful sapphire necklace on your website but noticed it's currently out of stock. Can you let me know when it will be available again? Thanks!
15:29 PM
Alfonso Ekstrom Bothman
Client
Hi! Thank you so much for your kind words. We're thrilled to hear that you love your custom earrings. It was a pleasure crafting them for you.
15:29 PM
11:22
11:22
+1 (385) 348-5344
Hello! Thank you so much for the update. I appreciate your attention to detail and the care you're putting into crafting the piece. Looking forward to seeing the finished ring! 😊
Hello! Thank you for trusting Bravo Jewellers. We're delighted to assist you with your jewelry needs. Your order #3234 will be ready on 03/17/2024. We'll keep you updated on any important changes in this chat. Feel free to message us here anytime, and we'll respond promptly.
Today 15:12 PM
Hello! We are currently in the process of crafting your piece with the utmost care and attention to detail. Our team is working diligently to ensure that your ring meets all your expectations.
By integrating SMS into the workflow, Platform enables sales teams to maintain strong client relationships and keep everyone in the loop with minimal effort.
Another benefit is that clients automatically receive an SMS update whenever their order status changes. This keeps them informed and reassured about their order's progress without any extra effort from the sales team.
SMS Marketing - Targeted Outreach
Mastering Key Insights in Jewelry Business
Easter Campaign
Marketing SMS
Dear Jewelry Enthusiasts,
Easter is a time of wonder, renewal, and joy.
Enjoy a 15% discount on all purchases from our Easter collection. Use code EASTERJOY at checkout.
Visit us today and let your Easter be as radiant as our finest jewels.
Warmest regards,
You Bravo Jewellers
Ruben Cooper
12:12 PM
Create New Campaign
Campaign Name
New Year
Recipients
AB
Ahmad Botosh
Carla Aminoff
+3
Cancel
Create Campaign
ATLAS enables businesses to reach their entire client base with targeted SMS campaigns, keeping customers engaged and informed about the latest offers and promotions.
Clients Page
Order Page
Messages page
Client Database
During my research as a UX designer, I discovered that organizations place significant importance on understanding and knowing their clients.
It became clear that businesses need easy access to client information, including important dates like birthdays and anniversaries, to foster deeper relationships and personalized interactions.
OCCASION REMINDER EMAIL
John Smith has an occasion on 02/21/2024
John Smith
Client
Primary Number
+1 343 2313 3234
Primary Email
john@gmail.com
Date of Birth
02/21/1976
Text Client
Give Us your Feedback!
Your feedback is vital to us. We’re eager to hear your thoughts and improve our product for you! Leave Feedback
Our Social Medias
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Customer Support - Chat with Us
© 2024 Atlas. Regus Victory House, Office 212, Jooble, 205 Archbishop Makarios Avenue, 3030 Limassol, Cyprus
AS
2 clients have an occasion in 4 Days 🎉
1 client have an occasion in 4 Days 🎉
Mike Phillips
Client
Send SMS
Details
Orders
3
Add New Field
Primary Number
+1 343 233 3234
Primary Email
mira@gmail.com
Number
+1 343 254 1275
Address
1501 Silicon Valley Blvd
San Jose
CA 95131
United States
Office Address
1501 Silicon Valley Blvd
San Jose
CA 95131
United States
Date of Birth
02/21/1976
Note
Make sure to send him personalized promotions and reminders before key dates!
Wedding Anniversary
02/20/2021
Child's Birthday
07/01/2023
Pet's Birthday
12/02/2009
Remember All Your Clients
Hanna Workman
Client
Comment
Client prefers quick updates via SMS. Ensure timely communication 📲.
Martin Workman
Client
Address
1501 Silicon Valley Blvdinos, 2...
Angel Botosh
Client
ang@gmail.com
Allison Baptista
Client
Date of Birth
02/21/1976
Analytics
Due Date Calendar
Orders
AD Banner
Dashboard
During the research phase, it became clear that having quick access to critical data was essential for users managing their jewelry businesses.
As a result, we designed a dashboard that consolidates key information, such as new orders, order statuses, average completion times, and due dates, into one easily accessible view. This allows users to efficiently monitor their operations, prioritize tasks, and make informed decisions, ultimately improving the overall management and productivity of their business.
12 Orders
(9 Custom, 3 Repair)
03/05/2024
11.4%
VS Last Month
Client & Order Details
Client Details
Client
Mike Phillips
Order Details
Select Service Type
Custom
Repair
Order Name
Enter order name
Due Date
Select due date
Salesperson
Ruben Cooper
Atlas User
OBJ
Ring.OBJ
Order Name
DUE: -
Bravo Jewellers
1501 Silicon Valley Blvd,
San Jose, CA 95131
United States
Service Type
Ruben Cooper
02/16/2024
Client:
-
Email:
-
Phone:
-
Services
#
Type
Description
Price
-
-
-
-
Total:
-
Client’s Items
#
Item Type
Description
-
-
-
getatlasapp.com
3234
1/1
Custom
Repair
Items
Status
Salesperson
Order Page
In the order page design for Atlas, I focused on creating a clear and intuitive interface that allows users to manage every detail of an order efficiently.
Key information, such as item specifications, due dates, and client communication, is prominently displayed, ensuring that users can quickly access all relevant details.
Effectively Manage Order
Edit Repair
Print Repair
Delete Repair
New Order
In Progress
Search status
New Order
In Progress
In Progress
In Progress
Ready for Pick Up
In Progress
Picked Up
In Progress
New Order
In Progress
Create New Status
Ruben Cooper
Search salesperson
Ruben Cooper
Salesperson
ML
Mike Lori
Salesperson
Mike Cooper
Salesperson
TS
Terry Saris
Salesperson
Mike Cooper
Salesperson
ML
Mike Lori
Salesperson
Mike Cooper
Salesperson
TS
Terry Saris
Salesperson
Mike Cooper
Salesperson
AS
Mike Vazovski
Salesperson
03/12/2024
Mar 2024
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This is a repeat client. Offer a 10% loyalty discount on the final invoice 💸
Order #1212
AS
Alli Mayson
12:12 PM
This item has sentimental value to the client, handle with extra care.
Order #2212
Ruben Cooper
12:12 PM
ATLAS
Jewelry
CRM
MVP
Outcome
The Atlas Jewelry CRM successfully addresses the challenges faced by jewelry businesses in managing orders and client relationships.
Through comprehensive research and user feedback, the platform was designed to be intuitive, customizable, and highly efficient, significantly improving the daily operations and customer satisfaction for jewelry stores.
Thank You for your attention!
Have design project
and need help?
+
You
Book 15-min call