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POINT OF SALE ADMIN DESIGN

You probably walked in a restaurant, cafe, … and saw a touch screen kiosk. Lots of people these days use these devices to order their food and other items. This project has two different sections, one section which is the front face of the product that actual users see this and order foods from it, the other face is back-end that users who buy this product for their restaurants or cafes can manage their kiosks which are just one type of hardware that can be managed through this system. I was responsible to create a solution for the back-end management system.

This is one of my projects as a user experience designer for a company which focuses on hospitality business. I was responsible to solve the complex problems, creating wireframes, designing visual comps and redlines for managing, editing, creating profiles, menus, items for different types of devices like kiosks, waiting displays, terminals, …

Role

User Experience Desinger

Product

InfoGenesis

Team

1 Product Managers

4 Engineers

Duration

8 Months

The Problem

Managing Kiosks Is Hard

Creating and managing menus in POS systems are hard and very time consuming. Users who are using and managing these devices are not very tech savvy and want to create a good looking pages for their services fast and easy. We needed to find a better and easier solution to help users manage their POS dashboards.

Our biggest challenge was limited amount of data about our users and how they are using our devices or competitor products. Since I was new and unfamiliar with POS systems, plus lack of dedicated researcher, I started planning some preliminary user research to get some insight about this sceanrio.

My approach involved initial planning for user research, followed by the creation of rough sketches. These were then discussed with product owners to iterate on ideas. When we reached a state that was suitable for research, I proceeded to design a fully functional prototype. This prototype was instrumental in conducting user tests, allowing us to gather essential feedback and insights.

The Results

Some Initial Findings

After initial user research, collaborating with product managers and engineers, I found these initial findings about our product, limitations and users:

  • Users of this product might be technical/installers who know the product very well or might be normal users without any technical background that bought the product. So the interface and overall experience of this product should be easy to use and intuitive for all types of users.
  • There might be some technical constraints from development standpoint because the product will be connected to some legacy software to get additional data.
  • Other competitors product experiences are not intuitive so this is a great chance to create a new and easy to use product.
  • We had our own visual and design language that I needed to collaborate with our team and use them in order to be consistent with other products.
  • Another technical limitation was compatibility with Chrome broswer only.
What Were Our Goals?

Intuitive Kiosks Profile Management

Wizard To Create A New Kiosk Profile

Intuitive Kiosk Menu Management

The Kiosk Profile

How Can We Make Kiosk Management Easy?

In this section after interviewing the users we understood that they want to see all of the kiosk's profiles that they can manage in a very clean interface. They need to see all profile names which in this case are POS hardware, state of the hardware either it’s active or inactive without going deeper into profile view (which we added a colored tags in the table for them to easily scan through all items), menus that specific profile is using, type of the hardware that this profile is registered to, last updated date and the last person who has updated this profile.

Users Need To Be Able To Achieve These Tasks:
  • Create, manage and edit profiles
  • See list of all available profiles, attached menus, type of the profile
  • See the menu that specific profile is using
  • Preview the profile without going in profile management section
  • Preview user details that edited this profile
  • Preview the status of each profile (Active/Inactive) and see related error messages
  • Search and filter through the profiles list
Kiosk Profile Research

After our research we found that users had difficlutly with filtering through these kiosk prfiles. So I decided to update the fitlering to address this issue.

I moved the filter options to a single location which can easily be activated by clicking on button and users can change multiple options at a same time and see results immediately.

This is before research concept:

Kiosk Profiles Before User Research
Kiosk Profiles Before User Research

This is after research concept:

Kiosk Profiles After User Research
Kiosk Profiles After User Research
Kiosk Profile Prototype
Here is the interactive prototype of this section that I designed for our user search. Click here to work with prototype

Kiosk Profile Prototype
Kiosk Profile Prototype
Kiosk Profile Designs

Here are the designs and redlines for kiosk profiles:

The New Profile

How Can We Make Creation Of A New Profile Easy?

We decided to create a wizard experience editor to help user with a step by step guide to create a new profile. Becuase it was a new product, users didn’t know anything about how they can create a new profile, how to attach a menu to profile, edit menu items and change its properties.

Using this method we managed to help users easily understand how they can create a new profile step by step and at the same time they can see how their profile is going to look in the actual hardware. we added auto save functionality to this section to help users understand that they won’t lose any of their data while they are creating this profile.

Users Need To Be Able To Achieve These Tasks:
  • Select the device type and see the useful information of each device
  • Select related device options
  • Search for the available menus in system and attach the to profile
  • Ability to edit menus, images and texts in real time just by clicking on each item
  • Arrange menu items in profile management by dragging without going to menu management section
  • Select and preview theme and fonts for the profile
  • Assign the new profile to multiple locations
New Profile Research

After research we found out that users had a hard time understanding the logic of each step in creating a new profile, each section was at the left sidebar and it didn’t present itself as a section manager for each profile.

I moved the sections manager to the top and with use of Microsoft's Office ribbon design we solved this problem completely.

This is before research concept:

New Profile Wizard Before User Research
New Profile Wizard Before User Research

This is after research concept:

New Profile Wizard After User Research
New Profile Wizard After User Research
New Profile Prototype
Here is the interactive prototype of this section that I designed for our user search. Click here to work with prototype

New Profile Prototype
New Profile Prototype
New Profile Designs

Here are the designs and redlines for new profile:

The New Menu

How Can We Make Creation Of A New Menu Easy?

Same as creation a new profile, we decided to create a wizard experience editor to help user with a step by step guide to create a new menu.

Users Need To Be Able To Achieve These Tasks:
  • Search and select items in database to add to the menu
  • Add or update item images
  • Add or edit item categories
  • Preview and rearrange items in the menu
  • Ability to save the menu in any time
New Profile Research

When users tried to add new items to a menu, the search result was covering the previously added items and they didn’t see the changes while they were adding the items because newly added items covered by search drop down results.

We solved this by moving the search bar to the right side and make the results panel smaller, this way they can easily see previously added items and search results at the same time.

This is before research concept:

New Menu Before User Research
New Menu Before User Research

This is after research concept:

New Menu After User Research
New Menu After User Research
New Menu Prototype
Here is the interactive prototype of this section that I designed for our user search. Click here to work with prototype

New Menu Prototype
New Menu Prototype
New Profile Designs

Here are the designs and redlines for new profile:

Project Summary

What Did I Do?

  • Responsible to create research materials and conducting, presenting results to the team
  • Collaborated and built relationships with stakeholders and engineers
  • Created lots of different ideas and concepts and reviewd them with our team
  • Created interactive prototype with Axure for user tests and our internal reviews
  • Delivered final designs with detailed redlines and specs
Project Summary
The End