Digitizing Bakery Operations

Long Beach bakery Rossmoor Pastries wanted to move away from the cumbersome paper processes they'd been using for years by implementing a custom digital workflow solution.
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Image by
Brands&People
on Unsplash
Company
Rossmoor Pastries
My role
UX research, UX design, UI design
Link

Rossmoor Pastries in Long Beach, California, wanted to update their bakery processes with a custom digital solution. The solution touched every part of the bakery's process chain.

The process

Partnered with a seasoned developer and just a few weeks to complete the design, I took frequent visits to the bakery to meet with the owner and employees in each department. Early in the process, I conducted stakeholder interviews, shadowed them as they worked, and took copious notes. I uncovered the information that was valuable to people in each department.

The system needed to be a web app with different form factors for each department. Production Managers and Consultants would be on computers, Assemblers and Decorators on tablets, and Drivers on smartphones. Employees would have their own username and password; their role would dictate which part of the system they'd log into, appropriate for their device type.

With the information gathered...

  • I began by creating rough paper wireframes with the employees to get initial concepts down.
  • I then designed simple digital wireframes. I returned to the bakery to perform user tests with people in each department and make updates to the design while it was still in the rough wireframe stage.
  • With the wires approved, I designed the hi-fi mockups, making sure to adhere to their branding. I chose Lato as the system font due to its readability and monospaced numbers, since the interface contained a lot of numbers.

Note

Out of respect for Rossmoor and their intellectual property, I've only shown select designs below and have abstained from showing the full system.

The designs

Owner

The owner had their own system for tracking things, so they weren't necessarily a user of this one. Instead, they needed this system to improve processes and root out errors. There had been a periodic problem with orders getting lost and not completed, and this system was meant to eliminate that issue.

Production Managers

The production managers needed the ability to assign specific decorators to orders if a given order was particularly challenging. They needed to define which date an order should be processed. They also needed the details of the location and delivery timing for each order so they could assemble delivery routes and pick the right driver.

A design mockup showing a table full of bakery orders with the ability to schedule which day they should fit in the production schedule.

Consultants

The consultants needed robust ordering forms that allowed them to create cake assemblies with clients and gather client signatures.

The consultant system is broken into two main sections: New Orders and Existing Orders. The New Orders tab helps consultants to initiate the proper web form, whereas the Existing Orders tab gives them an overview of everything in case a customer calls wanting to know something about their order.

As a bonus to Rossmoor, I designed the three large icons depicted here to add some delight to the interface, since this was a public-facing part of the system.

Here's an example of how this part of the interface works:

A design mockup of a wedding cake ordering form.

Assemblers

The assemblers needed to know what size, shape, cake type, and frosting each order contained. Their system was accessed from a tablet.

A design mockup showing a table for cake assemblers to pick and order to work on.

Decorators

The decorators needed details and image references for each cake. Like the assemblers, their system was accessed from a tablet.

A design mockup of a cake decorator's interface that shows the details for the cake to be decorated.

Drivers

The driver side of the system gave each driver all the information they needed at their fingertips. Addresses that would open in Google Maps, phone numbers for the point of contact, details about the order and the extra materials they needed to load, and even which van they were driving. It was designed to help them track their deliveries as they went, which relayed the information automatically back to the bakery.

Two android phones with mockups of a mobile interface for bakery drivers to manage their delivery routes.

The result

The client was happy with the result. Last I heard, they'd paused the project for budget reasons. It was a fairly sophisticated system and for it to do everything they wanted it to, it would take time and money to pull off. I was a contractor on the project and it was essentially my job to communicate how a system like this could work in practice. The owner loved it and the employees were excited about it, too.

What I'd do differently now

  • I'd spend more time strategizing with the owner to see how we could roll the system out bit by bit so they could measure its impact on the business. If it was successfully improving the operational efficiency, then continued investment would basically be a no-brainer.
  • I have a better understanding of visual principles like contrast ratios; I'll never again design a turquoise or pink button with white text like the ones depicted here. While the colors fit their brand, their implementation could have been better for people with visual impairments.
  • I'd ask for free pastries instead of waiting to be offered one. Ok, that was a joke. Or was it ...?
Have a project in mind?

I'm always open to consulting and collaborating, so don't hesitate to send me your project details. Want to take your business to the next level?

@bssmithy

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