SalesBoost Portal
In-Store Events Planning Web Service
The Challenge
Develop a web interface for booking promo events to be held in stores of a big retailer.
The Context
We were to create an easy to use design and to propose a web solution backed by the other similar systems. It was important to integrate the new portal with the existing Events Management System jointly owned by several retailers.
Project Summary
We have developed a vendor-centered portal that allows planning promotional campaigns all over the country. To start showcasing products, users need to select stores and dates and to pay the booking promptly online. Being an enterprise b2b solution, the portal however is mobile friendly and can be easily accessed from any device.
NDA protected. We don't show real project name and layouts but accurately describe the features.
Technology Stack
Angular • Typescript • Okta Identity Cloud • PaySimple • Figma
Key Features
1
New Vendor Registration
In terms of portal, vendor is an organization already supplying products to be distributed in the retailer's stores. Vendors should register on the portal to sign a promo events agreement and to provide a scanned copy of the insurance certificate; every registration step is accompanied by tips and straightforward instructions. It takes 48 hours for the application to be reviewed, and the vendor is granted full access to the portal since the approval.
Dmitry Roudakov, Technical Project Lead, Analyst:
Some vendors are working with the retailer over the years, and they don't care for renewing the partnership documents expired a long time ago. They do have to provide some actual scanned copies during the registration on the portal, and it is another indirect yet valuable portal function!
2
Events Calendar
It is the homepage of the authorized users: to get prepared for the showcase, they observe the scheduled events in a calendar view or in a list view filtering by morning or afternoon time if necessary.
Every event can be rescheduled on a one-off basis with provision of an acceptable reason for such rescheduling.
3
Users and Payments Management
Big vendors find it convenient to import users from the spreadsheets: every vendor is allowed to have as many users as it is required. They can be either supervisors or vendor ambassadors; the latter can't manage other users and have less privileges in events scheduling.
Dmitry Roudakov, Technical Project Lead, Analyst:
A supervisor can create new users, and they will join the portal independently following the invitations sent by email. As a matter of fact, the portal is generous with notifications of all kind: for example, the supervisors will be informed that they need to update the documents that are about to be outdated.
Due to security reasons, we have integrated PaySimple service to store the bank cards credentials that are used for payments. Observing only partial data (like the last digits of a card number), portal users are allowed to share bank cards across the whole vendor team.
4
Products Management
Just as with users, products can be easily imported from the spreadsheets, and every record is being validated to meet the format. In case some records have errors, the portal will highlight them on the screen and will continue importing with the valid records.
Products can also be added manually: UPC or PLU code, name, description etc. Only products available from the retailer are allowed for promo events: they are to be purchased at the store before sampling.
5
Events Booking
We have created a 5 steps wizard to let users select stores, dates, products and pay for the set of the events booked. Stores can be grouped by regions and searched by numbers and addresses: we leave nothing to chance to make the events booking process fast and convenient. Even the region-specific local taxes are calculated automatically to be added to the total sum.
Stores availability is being validated in real time: it is impossible to select a date if the store is overbooked this day. Once everything is selected, the portal reserves the events for a time in order to get a payment.
All the new events are placed in the third-party Events Management System. Regardless of the fact that this software was ill-documented, we have successfully added all the necessary backend gateways to process the events data using a reverse engineering approach.
The Outcome
It took 4 months to create a final solution starting from the UI phase. The portal has opened up promotional events in the retailer's stores not only to the large-scale national manufacturers but to the local vendors and farms.
Launch Year: 2019
On completing we have received a proposal to customize a portal in a way it can be used by the other retailers: further development is in progress.
2,000+ stores
provide shopping space for promo events
Works 5 times faster
than similar enterprise web portals
Effective Team
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