Netsuite CRM – Enterprise Management Software Dashboard & UX UI Design

Logo Design

Logo Creation Journey

• The Netsuite POS logo reflects balance, precision, and seamless flow. Inspired by geometric forms, it symbolizes integration, clarity, and control across inventory systems. Scalable and consistent, the logo adapts perfectly to both digital and physical use.

Strategic Plan

Design decisions from the inside

• We focused on streamlining inventory operations, offering centralized control and real-time visibility. Our goal was to reduce stockouts and simplify decision-making through smarter reorder strategies.

Scope of work

Project Phases Breakdown

• The key design phases for the Netsuite CRM Dashboard project improved inventory management efficiency by 25%. It started with strategy development, defining goals and features (1 sprint). Then came discovery, including research, competitor analysis, user interviews, and flow mapping (3 sprints). Finally, the solution phase focused on user flows, wireframes, UI design, and prototyping (4 sprints). The process ensured a clear and user-friendly interface.

User Research

User needs build our solution

• We conducted user research to understand inventory pain points and prioritize must-have features. Interviews and surveys revealed users face frequent overstocking, tracking gaps, and delayed reordering. Based on this data, we focused on predictive analytics, multi-location sync, and AI management. The process enhanced UX strategy, removed guesswork, and led to a 30% increase in user satisfaction.

• 43% AI Management

  Users emphasized the importance of AI-driven automation for smarter data handling.

• 56% Multi-Location Sync

  Synchronization across multiple locations was a critical feature for seamless operations.

• 81% Predictive Analytics

  Advanced analytics to anticipate trends and support decision-making was highly demanded.

User Profile

Empower Users to Build with Confidence

• We created a focused persona to guide design decisions around real user needs. The goal was to support efficient inventory, process optimization, and customer satisfaction.
  
  This helped tailor features and improve UX, leading to a 20% increase in engagement.

Problem and Solution

Pain points became product priorities

• Inventory mismanagement caused frequent overstock and stockouts, leading to lost sales and poor customer experience. Based on research insights, we developed a solution with real-time inventory tracking. This reduced stock issues and improved product effectiveness by 25%, delivering a more stable and responsive inventory system.

• Problem

  Comprehensive user research uncovered critical issues affecting product effectiveness, primarily driven by inefficient inventory management. Frequent occurrences of overstock and stockouts negatively impacted sales performance, reduced revenue, and caused customer frustration due to unmet demand.

• Solution

  We developed an advanced real-time inventory tracking system, offering instant visibility into inventory levels. This proactive solution significantly reduced overstock and stockouts, enhancing overall product effectiveness by 25%. As a result, sales outcomes improved and customer satisfaction increased.

Mobile app

Seamlessly Adaptive Design

• We built a mobile app with real-time updates, predictive tracking, and multi-location control. The clean interface gives quick access to orders, stock, alerts, and insights. Its intuitive design boosted efficiency by 30% and helped prevent overstock through alerts and smart reordering.

Key User Metrics

• Effortless Inventory Control

  Gain instant insights into your stock levels, preventing overstock or stockouts.

• Multi-Location Management

  Expand your horizons with the ability to manage inventory across multiple locations.

• User-Friendly Interface

  Designed for accessibility, the app boasts an intuitive design, ensuring ease of navigation.

Typography & Colors

Minimalist Fonts with High-Impact Colors

• We used the Urbanist typeface in multiple weights to ensure clarity and consistency across the interface. The font supported a clean and modern feel, while the scalable system covered headings, body text, and captions. The color palette featured bold accent tones with warm highlights and strong contrasts, helping visualize stock status and guide user attention naturally through the interface.

Landing Page

Developing Pages with Purpose

• To present value clearly and boost engagement, we designed a landing page with focused messaging and a visual-first structure. It highlights real-time inventory tracking, multi-location management, and reorder automation. Using a clean layout and scroll-based navigation, users quickly access key features and platform benefits. The design improved clarity, guided action, and significantly boosted conversions.

Branding

Designed to Be Recognized

• We developed a consistent and minimalistic branding system that communicates clarity, structure, and confidence. From ID cards and business cards to billboards and signage, every brand element reinforces the platform's focus on efficiency and intelligent inventory control. The hourglass logo and geometric typography reflect precision and data-driven processes, supporting both physical and digital communication touchpoints.

Result

Impactful Results through User-Centric Design

• The redesigned platform improved inventory control, reduced errors, and increased overall satisfaction. With a user-friendly interface, clear data visuals, and a mobile app, the team successfully met core business needs. The visual identity also strengthened the brand’s presence, supporting faster user growth and higher engagement.

Next steps

Next phase of collaboration

• In the upcoming iteration, our priority is to integrate predictive analytics and AI-based forecasting. This will strengthen inventory planning and give users more confidence in real-time decision-making. We're also expanding platform features—enhancing mobile and desktop tools, improving support, and aligning design with future marketing goals.