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Workflow Optimization

Inventory & Part Management

Streamlining the most time inefficient part of a technician's workflow.

Status

Shipped

Timeline

9 months

Role

Product Leadership

Team

Product, Design, Engineering, Field Ops

Overview

This project focused on reducing technician downtime caused by fragmented inventory lookup, part availability uncertainty, and manual request processes.

Problem

Technicians were losing high-value time searching for parts across disconnected systems, delaying repairs and increasing repeat site visits.

Goal

Design and deliver an end-to-end part management experience that speeds up lookup, improves confidence in availability, and shortens repair cycles.

My Contribution

  • •Defined product vision and success metrics
  • •Prioritized technician-first workflows with operations stakeholders
  • •Led execution sequencing across multiple teams
  • •Drove adoption strategy with field enablement

Next Steps

  • •Expand predictive part recommendations by job type.
  • •Integrate automated replenishment signals for high-velocity items.

Process

Field Research

Mapped technician pain points from dispatch to completion.

Workflow Redesign

Created unified part search, reservation, and request flows.

Rollout

Released incrementally with training and operational feedback loops.

Key Features

Unified Part Search

Single search surface for local, regional, and vendor inventory.

Availability Confidence

Clear stock status and fulfillment timing reduce guesswork.

Technician Queue Tools

Batch request and part-kit workflows reduce repetitive actions.

Challenges & Solutions

Challenge

Inventory data consistency varied by source system.

Solution

Introduced normalization and confidence indicators at point of use.

Outcome

Improved trust in displayed availability for field decisions.

Results

  • •Reduced time spent on parts-related tasks within technician workflows.
  • •Improved repair throughput by minimizing parts-related delays.

Tech Stack

Frontend

Next.jsReact

Backend

Inventory APIsParts orchestration services

Tooling

FigmaAnalyticsField pilot playbooks