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A Web Process Order Authorization Tool

Phase 1 Requirements

Introduction

There are approx. 9500 HD Pro Accounts - 2100 are multifamily wave 2  that currently use an order approval workflow and will need this functionality on the site by the migration. There are existing HDSupply customers that use a similar process in SAP - that would benefit from this process on the web. 

Objectives

  • Identify the technicalities of the experience- backend limitations, phase 1 approach, all involved parties

  • Identify roles & responsibilities implemented in the process

  • Conduct competitive analysis to identify strengths/weaknesses.

Phase 1
Phase 1
Phase 1

Analyzing Competitors

Grainger

Grainger

Amazon

Amazon

Lowes

Lowes

Breaking down competitors flow

After doing some research with competitors- our next step was to flow out a detailed view to see the exact parts and pieces we see crucial to implement into our approval workflow.

Grainger Flow
amazon flow
Lowes Flow

Our recommended flow process

Screen Shot 2022-07-19 at 1.36.17 PM.png
Screen Shot 2022-07-19 at 1.36.17 PM.png
Screen Shot 2022-07-19 at 1.36.31 PM.png
Screen Shot 2022-07-19 at 1.36.22 PM.png

Establishing Our Roles

After knowing our phase 1 requirements and doing some competitive analysis. I had enough information to carve out the roles and processes tied to each. 

Roles and flows

Concepts & Lo-Fi

Customer Acct Setting- Approval 1.png
Customer Acct Setting- Approval 4.png
Customer Account Settings - 2 Copy.png

Final Product

Flow 1 - Set up & Activation

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2
3
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5
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Flow 2 - Order Submitted by Buyer with Account Limit

Buyer submit

Informational banner letting user know of 'approval required'

CTA "Submit for Approval"

Flow 3 - Approver viewing Pending Orders to Approve/Deny

List View

Order Approval - Pending Orders.png

Approving

Order Approval - CTA_ Accept Order.png
Order Approval - Accepted Order.png

Rejecting

Order Approval - CTA_ Reject Order.png
Order Approval - Rejected Order.png

Flow 4 - Approver viewing Order Details 

Pending order details (admin view messaging) updated product card.png
Pending order details (admin view messaging) with modal.png
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