Sean Foster
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05 · Retail tech

One portal for buying and service

Customers had four front doors and three sign-ins. I designed a single portal where a retail IT buyer orders hardware, opens and tracks service tickets, follows a rollout store by store and pays invoices, along with the architecture to build it.

Client
Installs and services checkout tech for national retailers and restaurant chains
Built with
  • Product design
  • Azure
  • PostgreSQL
  • Salesforce
  • NetSuite

Screens

Rendered from the real code with made-up data.

Portal overview with service, order and spend numbers and a list of items that need attention

Portal overview with service, order and spend numbers and a list of items that need attention

What it changed

  1. 01

    23 clickable screens, a marketing site and a 19-slide architecture deck, all running on made-up data.

  2. 02

    I scored 4 build options on 8 criteria and recommended a customer data hub with row-level security per account.

  3. 03

    A 4-phase roadmap over about 9 months, where each phase retires one of the old front doors.

How it fits together

  • Built by me
  • Platform or outside system
  • People
CustomerBrowser or store appFront doorTheir own company sign-inPortal appWeb app and APICustomer data hubPostgreSQL, per-accountsecuritySync workersMessage busSalesforceCases, work orders,quotesNetSuiteOrders, stock, invoicesSign inOne fast readCommandsUpsertChanges bothwaysWebhooks,syncCustomerBrowser or storeappFront doorTheir own companysign-inPortal appWeb app and APICustomerdata hubSync workersMessage busSalesforceCases, work orders,quotesNetSuiteOrders, stock,invoicesSign inOne fast read

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Contact

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