Enterprise ERP & Sales Force Automation Platform
A web ERP and a mobile sales app designed as one ecosystem, so an order placed in the field reaches the warehouse and finance in seconds.
Two products, designed as one business.
This project connected two products into one business: a web-based ERP that runs internal operations, and a mobile Sales Force Automation (SFA) app that puts the same operational intelligence into the hands of field sales reps. Instead of designing them as separate tools, I approached them as one ecosystem — a rep's order placed at a customer's door should be visible to a warehouse manager and a finance controller within seconds, not by end of day.
My role- Stakeholder research
- Information architecture
- User flows
- Wireframes
- High-fidelity UI
- Design system
- Prototyping
- Developer handoff
A patchwork of tools that didn’t talk to each other.
The organization was running on multiple disconnected third-party systems layered on top of manual processes — separate tools for sales, inventory, accounting, and customer management. Field sales reps recorded orders by hand, then re-entered them later, which meant delays, duplicate data entry, inventory mismatches, and management flying blind on what was actually happening outside the office.
Replace the patchwork with one connected ecosystem — a web ERP for internal operations and a mobile SFA app for the field — sharing the same real-time data, so every department is working off the same picture.
What every team told us.
Speed in the field is non-negotiable.
Reps needed to place an order in minutes, standing in front of a customer — not after driving back to the office.
Visibility beats reporting.
Managers didn't want another report; they wanted to see field activity as it happened.
Reconciliation was eating finance's week.
Manual matching of records across systems was the single biggest time sink for finance.
Stock data had to be trustworthy.
Warehouse teams needed one accurate number, not three conflicting ones.
Executives wanted answers, not spreadsheets.
A dashboard that surfaced insight, not just data.
From discovery to developer handoff.
A single, shared design system carried color, typography, grid, and components across both the web and mobile products — buttons, cards, tables, forms, modals, status indicators, and charts — so the experience felt like one product family, not two separately built apps, while also speeding up development.
Two products, one ecosystem.
Runs the business
- AI Dashboard
- CRM
- Sales
- Purchase
- Inventory / Warehouse
- Accounting
- HRMS
- Payroll
- Assets
- Approvals
- Reports
- Admin
The dashboard surfaces AI-driven insights — trends, anomalies, and forecasts — so executives get a head start on decisions instead of a pile of spreadsheets to interpret themselves.
Runs the field
- Visit planning
- GPS check-in
- Route optimization
- Order taking
- Live stock
- Collections
- Customer history
- Promotions
- Offline mode + sync
Access is role-based across Warehouse Gatekeeper, Manager, and Sales Person — each sees a tailored view built around their day, not a one-size-fits-all app.
- 1Rep checks inat a customer site
- 2Places an orderon the spot, in the SFA app
- 3Syncs to the ERPin real time
- 4Seen livemanager sees the order, warehouse sees updated stock
What used to be a next-day report becomes a real-time event.
Six decisions, each tied to a real constraint.
What changed for the business.
Enterprise complexity and usability aren’t in conflict when research stays continuous and the design system is shared.
Connecting ERP and SFA into a single ecosystem — instead of treating them as separate products — turned scattered, delayed, third-party-fragmented data into one real-time, organization-wide view. That’s the difference between a tool people tolerate and a system they actually run their business on.
The finished product.
