Enterprise ERP & Sales Force Automation Platform

Overview

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 spanned the full process: stakeholder research, information architecture, user flows, wireframes, high-fidelity UI, a shared design system across web and mobile, prototyping, and developer handoff.

Core problem

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 that didn't talk to each other. 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.

Goal: 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.

Research Highlights

I had detailed meetings with stakeholders across the business — from sales and warehouse to finance and management — to understand how each team's existing workflow actually worked. A few findings came up repeatedly and shaped most of the decisions that followed:

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.

Design Process

Discover → Research → Information Architecture → User Flows → Low-Fidelity Wireframes → High-Fidelity UI → Interactive Prototypes → Usability Testing → Iterate → 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.

Research Highlights

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.

Design Process

The Solution - Two Products, One Ecosystem

ERP (Web) — Dashboard with AI-powered analytics, 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.

SFA (Mobile) — Visit planning, GPS check-in, route optimization, order taking, live stock visibility, collections, customer history, promotions, and offline mode with automatic 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.

The core loop: A rep checks in at a customer site → places an order on the spot → it syncs to the ERP → a manager sees it live, and the warehouse sees updated stock. What used to be a next-day report becomes a real-time event.

Key UX Decisions

Business Impact

Executives moved from raw reports to AI-generated insights and forecasts

Faster order processing and less manual data entry
More accurate, trustworthy inventory data across warehouse and sales
Real-time visibility into field sales activity for managers
Faster approval cycles with clear status tracking
Significantly reduced manual reconciliation time for finance
One consistent experience across desktop and mobile — no relearning between platforms

Key Takeaway

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.