Cycle Counts Dashboard

Optimizing cycle counts with a tailored dashboard

Overview

Warehouse operations faced inefficiencies in performance tracking and cycle counts—regular inventory audits that verify stock accuracy by counting a subset of items instead of the entire inventory.

I redesigned the home screen and a flow for combining cycle counts to enhance visibility and efficiency, handling research, wireframing, prototyping, and developer collaboration.

Responsibilities

Product Design, UX Research, Stakeholder Management

Role

Product Designer, UI Designer

Date

July 24

Timeline

5 months

Problem Statement

How might we enable QA managers to better monitor associate performance and optimize cycle count efficiency?

Discovery

Why real-time tracking matters

QA managers struggled to track cycle count progress efficiently. Associates often worked without clear feedback, leading to inconsistencies in performance and wasted effort. Without visibility into real-time progress, managers couldn’t intervene effectively to optimize workflows. 📊

Additionally, cycle count trips were inefficient. Associates spent unnecessary time traveling between locations, resulting in reduced productivity. 🚶‍♂️

These challenges made it difficult for managers to measure and improve team performance. 📈

define

Tailoring the dashboard for QA managers

The solution needed to address two key challenges: providing clear, real-time insights into associate productivity to track performance effectively, and optimizing cycle count trips by minimizing wasted movement through smarter task grouping. By tackling these concerns, the system aimed to improve efficiency and streamline warehouse operations. 🚀


Ideation

Small tiles, big data!

An important decision was to incorporate Target Tiles 🎯—a feature that provides a quick, digestible summary of associates’ progress and performance. These tiles help managers quickly assess trends and make adjustments to improve efficiency.

Prototype

Prioritizing what our customers need

QA associates verify inventory accuracy by comparing WMS records with actual stock. However, inefficient trip routing meant excessive travel time between locations.

To solve this, we introduced the Combine Trips 🚶‍♂️📦 feature:

  • Grouping tasks by location to save time and reduce movement.

  • Giving managers an optimized task list for better assignments.

  • Structuring cycle counts to minimize redundancy.

Combining Cycle Counts flow

Combining Cycle Counts flow

Testing

The insights I didn’t see coming

The redesigned dashboard improved tracking, decision-making, and workflows, reducing travel time. Target Tiles drove continuous optimization. But beyond the expected wins, unexpected insights emerged 🔍—like how task groupings created bottlenecks or how real-time cycle count tracking improved workload distribution. It highlighted the true impact of presenting data the right way. 🚀

impact

Counting smarter, not harder

The redesigned dashboard has led to significant operational enhancements:

  • Faster tracking and decision-making.

  • Streamlined workflows with reduced travel time.

  • Target Tiles provided essential insights for continuous improvement.

reflection

What I learned

One of the most valuable lessons from this project was the importance of real-time performance tracking 🔍🎯. The introduction of Target Tiles proved to be a crucial decision, ensuring managers had the insights needed to refine processes and drive efficiency.

Additionally, optimizing cycle count workflows with the Combine Trips 🚶‍♂️📦 feature demonstrated how small operational changes can have a significant impact on productivity.

Finally, this project reinforced the power of data-driven decision-making 📈💡 and usability testing in creating a tool that truly enhances warehouse operations.

Christian Mendoza

Lets team up and create impact!

christian.mendoza77@gmail.com

Christian Mendoza

Lets team up and create impact!

christian.mendoza77@gmail.com

Christian Mendoza

Lets team up and create impact!

christian.mendoza77@gmail.com