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Smart OCR & ERP for
PackageX Warehouse
Management Platform

  • DELIVERABLES

    UI/UX, Product Design

  • INDUSTRY

    Logistics & Supply Chain Management

  • DURATION

    1 Years

  • PLATFORM

    Enterprise SaaS

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Overview

PackageX is an enterprise platform built to automate logistics operations and data entry in warehouses, retail stores, and final-mile delivery buildings. The mission is simple but ambitious: eliminate inefficiencies, reduce operational costs, and deliver full visibility into logistics workflows. It provides real-time visibility, control, and coordination of package intake, inventory, and routing—all in one intuitive interface.

With a rapidly growing client base and evolving logistics needs, PackageX needed to expand its platform to support Warehouse Logistics — a comprehensive solution to digitize and streamline warehouse operations with real-time inventory, order, and package tracking.

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Our Challenges

Traditional warehouse operations rely heavily on fragmented systems, spreadsheets, and manual coordination, leading to:

  • Lack of real-time visibility across package and inventory status
  • Limited traceability of actions taken by warehouse staff
  • Operational blind spots and inefficiencies in routing and handoffs
  • Complex interfaces not suited for logistics workflows
  • Warehouses run on speed. Delays in data updates or slow-loading interfaces could disrupt entire workflows.
  • The dashboard had to be flexible enough to support operations across multiple warehouses with different workflows and staffing setups.
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Our Approach

We followed a research-driven, modular design strategy to address the unique needs of warehouse supervisors and logistics managers.

  • Collaborating with stakeholders to map out key workflows and edge cases.
  • Defining user roles and permissions based on real-world warehouse hierarchies.
  • Prioritized real-time data, visual cues, and quick action pathways.
  • Designed a modular, card-based UI with clear status indicators.
  • Broke down complex logistics processes into simplified, modular workflows that could be clearly represented in the UI and easily managed by users at different permission levels.
  • Created UI patterns and components that align with PackageX’s mobile app experience, ensuring users could seamlessly switch between web and mobile without a learning curve.
  • Integrated continuous feedback from internal teams and early pilot users to iterate on usability, task flows, and feature priority.
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The Experience We Created

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Features & Functionality

To support warehouse teams in managing logistics with speed and clarity, the web dashboard was designed around high-impact, real-time functionality. Each feature was carefully crafted to reduce friction, surface critical information, and empower teams to act quickly in dynamic warehouse environments.

1. Analytics & Operational Insights

  • Visual dashboards to monitor package flow, fulfillment speed, and scan accuracy.
  • Real-time KPIs across warehouse operations for better decision-making.
  • Bottleneck detection and performance comparisons across zones or shifts.

 

2. Inventory Management

  • Unified inventory view for Items, Assets, and Packages.
  • Real-time stock levels with location tagging and condition tracking.
  • Advanced filters for type, status, location, or assigned user.
  • Bulk import/export and integration-ready design for ERP systems.

 

3. Inbound Operations

  • Receiving: Log and verify packages upon arrival using custom workflows.
  • Trackers: Automated tracking updates for expected deliveries and incoming items.
  • Real-time sync with mobile app to reduce missed or unscanned packages.
  • Visual cues for incomplete or delayed receiving tasks

 

4. Outbound Operations

  • Fulfillments: Manage pick-pack-ship workflows from dashboard to delivery.
  • Shipments: Create and monitor outgoing shipments with tracking and carrier data.
  • Bulk assignment of packages to carriers, zones, or fulfillment batches.
  • Label generation, shipping integration, and chain-of-custody tracking

 

5. User Roles & Access Control

  • Role-based views and permissions for Admins, Supervisors, and Associates.
  • Audit logs for user actions and package handoffs.
  • Custom permission settings for sensitive data and restricted workflows.
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Note

All product names, logos, and intellectual property shown in this case study are the property of PackageX. This project was completed as part of a client collaboration, and all rights are reserved by the client.

Thank You!
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Thank you for taking the time to explore our case study on PackageX.

We’re proud to have worked with such an innovative and forward-thinking client to develop a recruitment management platform that streamlines the hiring process for agencies and HR departments.

At TheFinch, we’re passionate about turning ideas into reality through the power of digital solutions. If you’re looking to transform your customer experiences and solve complex problems, let’s connect and explore how we can help. Say hello at www.thefinch.design today!

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