Case Study

Automobile ERP: Warehouse Management.

A custom solution for Auto Parts. Optimization and innovation for a global scale.

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Project Date

February 10th, 2023

Role

UX Designer

Client

Company AutoParts

Industry

Automobile / Logistics

In the autoparts industry, globalization heightens the significance of logistics, driving the need for sophisticated Automobile Enterprise Resource Planning (ERP) integrations. As companies venture into new markets, the quest for digital tools intensifies to streamline operations and enhance customer satisfaction while reducing costs. Amidst challenges lie vast opportunities, necessitating finely tuned supply chains for effective navigation.

Custom warehouse management systems emerge as a strategic solution, tailored to address unique industry demands. They not only tackle hurdles but also serve as a catalyst for seizing opportunities promptly.

With the global warehouse systems market poised for a 15% CAGR expansion until 2028, reaching a revenue of $7Bn, it’s critical to develop WMS solutions that seamlessly bridge hardware constraints with enterprise-grade software to efficiently manage storage and distribution.

WMS Functioning Mechanism.

A warehouse management system helps automate multiple operations: stock reception, storage, packing, navigation, tracking, and demand planning.

Order Processing

System automatically checks inventory, allocates necessary items, and updates in real time. Tasks for order pickers are generated, prioritized, and routes optimized.

Inventory Tracking

Automatic tracking via RFID and IoT integration for efficient movement monitoring. Enables demand forecasting and automated replenishment.

Quality Control

Automated alerts enhance quality control checks, ensuring compliance with quality standards and product condition verification.

Shipping & Labeling

Automatic generation of shipping labels and selection of the best shipping carrier is facilitated, ensuring timely and accurate shipments.

Returns Management

Automated procedures streamline return authorizations, tracking, inspection, inventory updates, and refund/replacement initiation.

Demand Forecasting

Utilizing historical data and predictive algorithms, demand forecasting is enabled to reduce excess inventory and stockouts.

Cycle Counting

Regularly scheduled counts automatically identify and address inventory inconsistencies.

Order Consolidation

Multiple orders to the same destination are automatically consolidated, optimizing packing and shipment efficiency.

Supplier Collaboration

Integration with suppliers automates order accuracy improvement through communication of purchase orders, confirmations, and shipment notifications.

Error Handling

Automated error detection and corrective actions minimize the impact of picking mistakes or inventory discrepancies.

Performance Analytics

Data collection and report generation provide insights into warehouse productivity, inventory accuracy, and order fulfillment rates.

Integration & Scale

Effective integration with enterprise CRM, ERP, and accounting software. Scalability ensures adaptability to business growth.

User Roles Within WMS Development

Defined user roles, including warehouse manager, supervisor, order picker, packer, receiver, and client, facilitate efficient task execution and management. Understanding diverse user roles is crucial for seamless warehouse operations.

The Problem Area.

The primary problem area was the lack of a comprehensive system that could provide complete visibility and control over the parts management process. Specifically, receivers or dealers were unable to access details of arriving containers, creating bottlenecks in planning future customer orders.

Additionally, there was a pressing need to streamline the quality assurance process without disrupting existing and incoming stock. Compounding this issue was the underlying credit system process, meaning accounting teams were directly impacted by delays and data discrepancies on the warehouse floor.

Objectives.

  • Implement a feature in the system for rebooking parts and arranging them into totes according to customer-specific needs.
  • Enable receivers to access and monitor details of incoming containers for improved future order planning.
  • Design a system that enhances the quality assurance process while maintaining smooth stock management.
  • Implement a stock dispatch system adhering to the First-In, First-Out (FIFO) principle.
  • Establish a ledger in the system to track all part transactions from receipt to dispatch.

Enterprise Complexity & ROI.

Designing for enterprise scale requires navigating significant technical debt and translating complex operational workflows into measurable financial outcomes.

Legacy System Integration

A critical, yet massive reality of enterprise systems (akin to complex banking infrastructure at JPMC) is the reliance on rigid, legacy backend architectures.

The challenge was designing a highly modern, responsive UX that could seamlessly layer over these deeply entrenched legacy systems without requiring a complete backend overhaul. By employing a modular frontend approach, we bridged the gap between outdated data structures and modern, intuitive interfaces.

Operational Efficiency & Cost Savings

User experience in a warehouse setting isn't just about aesthetics; it directly impacts the bottom line. Our design drastically reduced the cognitive load required for floor workers to process incoming freight and compile orders.

By minimizing complex mental models and designing for high-contrast, fast-action touchpoints (including RFID and mobile scanners), we saw a direct translation to reduced error rates, accelerated onboarding times, and significant operational cost savings for the logistics hubs.

Scope of Work.

Scope Detail 1 Scope Detail 2

Requirement Analysis

The development of a comprehensive Warehouse Management System (WMS) begins with meticulous Requirement Analysis, covering space management, inventory tracking, and financial aspects. Identifying key stakeholders ensures their needs are met. The System Architecture phase designs a modular framework for seamless integration, prioritizing scalability and leveraging cloud solutions for agility.

Warehouse Management features include efficient inventory tracking and integration with suppliers. Auto Parts Handling categorizes parts and implements workflows. Finance Management facilitates budgeting and integrates with accounting software. A user-friendly UI offers intuitive navigation, while robust Security and Compliance measures protect data. Integration and APIs enhance interoperability, and Testing, Deployment, Monitoring, and Maintenance ensure system reliability and continuous improvement.

Strategic vs. Tactical Research

To ensure the ERP solution scaled accurately, we elevated our UX strategy beyond standard localized interviews. We conducted global ethnographic research across major US and EU logistics hubs to map complex macro-workflows. This allowed us to deeply understand the day-to-day friction points of warehouse staff, shifting our focus from merely addressing tactical pain points to architecting systemic, strategic workflow improvements.

By synthesizing these high-level insights, we informed a design process that seamlessly integrates advanced RFID/IoT hardware with robust software, ensuring the resulting solution meets the nuanced, high-pressure expectations of global autopart industry stakeholders.

Market Research 1 Information Architecture

Ethnographic Mapping

Shadowing floor workers in active hubs to observe real-world macro-workflows and hidden workarounds.

Industry Reports

Access industry reports focusing on warehouse management in the autopart sector. Identify market size, growth trends, and emerging technologies.

User Personas

Develop dynamic user personas based on roles (e.g., forklift operators, shift managers) focusing heavily on their physical and digital environments.

Legacy Audits

Deep-dive audits of existing AS400 and legacy backend terminals to identify structural constraints prior to UI design.

Expert Interviews

Conduct strategic interviews with global supply chain directors to align UX goals with overarching business KPIs.

UX Design Trends

Research current trends relevant to warehouse management. Explore intuitive navigation, rugged mobile accessibility, and real-time analytics.

Regulatory Compliance

Understand regulatory requirements (e.g., safety standards, hazardous materials handling) impacting UX design.

IoT Integration Strategy

Investigate and map touchpoints for technologies like RFID, IoT sensors, and autonomous guided vehicles (AGVs).

Usability Testing & Reviews

Review testing results directly from warehouse floors, measuring time-on-task and cognitive friction reduction.

Primary Design Focus Areas.

Warehouse management in the auto parts industry encompasses several critical areas. Inventory optimization involves implementing efficient tracking and replenishment systems. Streamlining order fulfillment ensures accurate and timely delivery. Quality control measures guarantee the condition and precision of auto parts prior to shipment. Maximizing warehouse space through layout optimization and vertical storage enhances efficiency.

Collaborating with suppliers ensures timely deliveries. Integrating technology like WMS boosts accuracy. Efficient returns management minimizes disruptions. Safety and compliance measures create a secure working environment. Monitoring KPIs drives continuous improvement, while excellent customer service ensures satisfaction.

Phases 1 & 2: Simplification Tasks

During the design process for phases 1 and 2, our attention was directed towards 11 tasks aimed at simplifying alterations to the design.

01 Enterprise level configurations
02 Parts settings
03 Warehouse selection & indication
04 Inventory setup (warehouse level)
05 Inventory management (Dealership)
06 Document Sequence Number
07 Purchase Order and Receiving
08 Parts RO Sales
09 Reporting
10 Parts Performance Report
11 Data migration
Journey - Main warehouse Non Admin view Design Frame