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TAIWAN CARREFOUR’s PSI System

TAIWAN CARREFOUR’s PSI System

TAIWAN’s CARREFOUR

PSI System

A significant milestone in advancing Taiwan's Carrefour digital transformation journey

A significant milestone in advancing Taiwan's Carrefour digital transformation journey

A significant milestone in advancing Taiwan's Carrefour digital transformation journey

  • CARREFOUR TAIWAN's PSI System

  • CARREFOUR TAIWAN's PSI System

  • CARREFOUR TAIWAN's PSI System

  • CARREFOUR TAIWAN's PSI System

  • CARREFOUR TAIWAN's PSI System

  • CARREFOUR TAIWAN's PSI System

Context

Context

Context

Industry
Industry

Retail

Retail

Retail

Role
Role

Product Designer

Product Designer

Product Designer

Timeline
Timeline

Oct, 2022 ~ June,2023

(9 months product design)

Oct, 2022 ~ June,2023

(9 months product design)

Oct, 2022 ~ June,2023

Team
Team

Product Designer x1 (Me)

Product Managers x2

Front-End Developers x3

Back-End Developers x3,

Training department personnel x6

Product Designer x1 (Me)

Product Managers x2

Front-End Developers x3

Back-End Developers x3,

Training department personnel x6

Product Designer x1 (Me)

Product Managers x2

Front-End Developers x3

Back-End Developers x3,

Training department personnel x6

Problem Statement
Problem Statement

Carrefour Taiwan faced rising management, goods, and labor costs, yet much of its Purchase, Sales, and Inventory (PSI) system still relied on paper-based processes. Digital transformation became an urgent priority. To streamline operations, Carrefour Taiwan aimed to digitalize its PSI system across all 340 stores by implementing a comprehensive software solution.

Carrefour Taiwan faced rising management, goods, and labor costs, yet much of its Purchase, Sales, and Inventory (PSI) system still relied on paper-based processes. Digital transformation became an urgent priority. To streamline operations, Carrefour Taiwan aimed to digitalize its PSI system across all 340 stores by implementing a comprehensive software solution.

Carrefour Taiwan faced rising management, goods, and labor costs, yet much of its Purchase, Sales, and Inventory (PSI) system still relied on paper-based processes. Digital transformation became an urgent priority. To streamline operations, Carrefour Taiwan aimed to digitalize its PSI system across all 340 stores by implementing a comprehensive software solution.

Task

Task

Task

A redesigned digital PSI (Purchase, Sales, and Inventory) system aims to streamline stock inspections, replenishment, and sales management for Carrefour employees across Taiwan.

A redesigned digital PSI (Purchase, Sales, and Inventory) system aims to streamline stock inspections, replenishment, and sales management for Carrefour employees across Taiwan.

A redesigned digital PSI (Purchase, Sales, and Inventory) system aims to streamline stock inspections, replenishment, and sales management for Carrefour employees across Taiwan.

Business Goals
Business Goals

By implementing this PSI system, Carrefour Taiwan aims to achieve the following goals:

By implementing this PSI system, Carrefour Taiwan aims to achieve the following goals:

By implementing this PSI system, Carrefour Taiwan aims to achieve the following goals:

  1. Streamline Workflows: Enable online control of task assignments and track completion progress in real time.

  1. Streamline Workflows: Enable online control of task assignments and track completion progress in real time.

  1. Streamline Workflows: Enable online control of task assignments and track completion progress in real time.

  1. Enhance Stock Transparency: Provide staff with a clear indicator of stock locations.

  1. Enhance Stock Transparency: Provide staff with a clear indicator of stock locations.

  1. Enhance Stock Transparency: Provide staff with a clear indicator of stock locations.

  1. Prevent Stock Shortages: Offer a one-stop solution to address out-of-stock issues promptly.

  1. Prevent Stock Shortages: Offer a one-stop solution to address out-of-stock issues promptly.

  1. Prevent Stock Shortages: Offer a one-stop solution to address out-of-stock issues promptly.

  1. Seamless Replenishment: Allow staff to scan items and instantly notify the storage team for restocking.

  1. Seamless Replenishment: Allow staff to scan items and instantly notify the storage team for restocking.

  1. Seamless Replenishment: Allow staff to scan items and instantly notify the storage team for restocking.

  1. Improve Return Management: Increase efficiency in handling product returns.

  1. Improve Return Management: Increase efficiency in handling product returns.

  1. Improve Return Management: Increase efficiency in handling product returns.

Impact
Impact

  1. The system reduced processing time by 40% across 67 mass merchandisers and 250 supermarkets in Taiwan, with expansion planned for 15 more stores in 2025.

  1. The system reduced processing time by 40% across 67 mass merchandisers and 250 supermarkets in Taiwan, with expansion planned for 15 more stores in 2025.

  1. The system reduced processing time by 40% across 67 mass merchandisers and 250 supermarkets in Taiwan, with expansion planned for 15 more stores in 2025.

  1. Since the first half of 2024, after the PSI system went live, Carrefour Taiwan’s profit has increased by approximately CAD 87 million compared to the same period the previous year.

  1. Since the first half of 2024, after the PSI system went live, Carrefour Taiwan’s profit has increased by approximately CAD 87 million compared to the same period the previous year.

  1. Since the first half of 2024, after the PSI system went live, Carrefour Taiwan’s profit has increased by approximately CAD 87 million compared to the same period the previous year.

  1. Delivered a system that allowed for better coordination across departments (e.g., purchasing, logistics, sales).

  1. Delivered a system that allowed for better coordination across departments (e.g., purchasing, logistics, sales).

6 Stages of the Project
6 Stages of the Project

The entire project was divided into six stages:

The entire project was divided into six stages:

The entire project was divided into six stages:

Product tag Management

Out of stock Management

Task Management

Returns Management

Store Management

Navigation Menu Redesign

Each Stage of the Project

Focus group

Research & Interview

Hand Over

High-fi Prototypes

User Testing

Mid-fi UI Flow

Mid-fi Prototype

User story

Requirements

Detect roadblocks

6 Stages of the Project

The entire project was divided into six stages:

Action

Action

Action

The following Action and Learning sections are based on the first stage to showcase the design work
The following Action and Learning sections are based on the first stage to showcase the design work

Discover - Detect roadblocks

Discover - Detect roadblocks

First obstacle
Second obstacle
Third obstacle

The design file lacked organization:

  1. Carrefour only had UI designs in PDF format from the previous outsourced design team

  2. There was no unified design guideline for elements like font sizes, icons, and buttons, only some inconsistent icons were available in the Figma file

SVG

PNG

Icons

on

Figma

The elements available to me at the start

Solutions:

  1. Gained additional time from the project manager to adjust the timeline without affecting the final delivery

  2. Organized existing elements in Figma and built a design guideline so I could design for new features efficiently

The reorganized design guideline

First obstacle
Second obstacle
Third obstacle

The design file lacked organization:

  1. Carrefour only had UI designs in PDF format from the previous outsourced design team

  2. There was no unified design guideline for elements like font sizes, icons, and buttons, only some inconsistent icons were available in the Figma file

SVG

PNG

Icons

on

Figma

The elements available to me at the start

Solutions:

  1. Gained additional time from the project manager to adjust the timeline without affecting the final delivery

  2. Organized existing elements in Figma and built a design guideline so I could design for new features efficiently

The reorganized design guideline

First obstacle
Second obstacle
Third obstacle

The design file lacked organization:

  1. Carrefour only had UI designs in PDF format from the previous outsourced design team

  2. There was no unified design guideline for elements like font sizes, icons, and buttons, only some inconsistent icons were available in the Figma file

SVG

PNG

Icons

on

Figma

The elements available to me at the start

Solutions:

  1. Gained additional time from the project manager to adjust the timeline without affecting the final delivery

  2. Organized existing elements in Figma and built a design guideline so I could design for new features efficiently

The reorganized design guideline

Discover - Research

Discover - Research

User Interview: Focus group

Collaborated with product managers to conduct focus groups with regional managers and the management team, identifying key insights, pain points, and requirements.

Collaborated with product managers to conduct focus groups with regional managers and the management team, identifying key insights, pain points, and requirements.

Field study:

Visited Carrefour stores to observe how employees used their devices and analyze their behaviors

Visited Carrefour stores to observe how employees used their devices and analyze their behaviors

Competitor research:

Visited competitor stores to observe operations and gathered insights from former employees.

Visited competitor stores to observe operations and gathered insights from former employees.

Define - User Story

Define - User Story

Product users

Product users

Product users

User Need Statements:

Field staff: I want to keep shelves stocked and ensure timely restocking so products are always available

Field staff: I want to keep shelves stocked and ensure timely restocking so products are always available

Storage staff: I want to ensure stocks are properly stored and scanned so inventory levels remain accurate

Storage staff: I want to ensure stocks are properly stored and scanned so inventory levels remain accurate

Scanning staff: I want to inspect the shelves by scanning labels so I can track products that are running low and ensure prices are accurate

Scanning staff: I want to inspect the shelves by scanning labels so I can track products that are running low and ensure prices are accurate

Requirements & Features:

1. Print shelf labels
2. Build MLC shelves
3. Warehouse MLC maintenance
4. ESL MLC maintenance

1. Print shelf labels
2. Build MLC shelves
3. Warehouse MLC maintenance
4. ESL MLC maintenance

Ideation:

We use some reference screens to let the user draw or described their ideas about the interface

We use some reference screens to let the user draw or described their ideas about the interface

Develop

Develop

Information Architecture
UI Flow and Prototype

I planned the overall structure and user flow of the website before creating low-fidelity wireframes. This Information Architecture helped organize content logically and made sure the navigation would feel intuitive

The information architecture before starting First Stage

Information Architecture
UI Flow and Prototype

I planned the overall structure and user flow of the website before creating low-fidelity wireframes. This Information Architecture helped organize content logically and made sure the navigation would feel intuitive

The information architecture before starting First Stage

Information Architecture
UI Flow and Prototype

I planned the overall structure and user flow of the website before creating low-fidelity wireframes. This Information Architecture helped organize content logically and made sure the navigation would feel intuitive

The information architecture before starting First Stage

Deliver

Deliver

Design Guideline:

The design guideline on Figma

The design guideline on Figma

UI Flow: :

Stage 1 - UI Flow

Product tag Management

The UI flow for First Stage

The UI flow for First Stage

Prototypes: Warehouse Merchandise location code (MLC) maintenance

Prototypes: Warehouse Merchandise location code (MLC) maintenance

Prototype Goal:
Maintain MLC and print a new label

Prototype Goal:
Maintain MLC and print a new label

Process:
1. Enter the Item number
2. Select Label size
3. Enter the print quantity
4. Slide the F2 button to save and print

Process:
1. Enter the Item number
2. Select Label size
3. Enter the print quantity
4. Slide the F2 button to save and print

Prototypes: Create Merchandise location code (MLC) shelves

Prototypes: Create Merchandise location code (MLC) shelves

Prototype Goal:
Create a new MLC shelves and print the label for it

Process:
1. Click on the add new shelve button
2. Enter the new Shelf number
3. Enter the MLC shelf description
4. Go to Check list
5. Slide the F2 button to save and print

Learning

Learning

Learning

The Power of Focus Groups

The Power of Focus Groups


Talking to users in a group setting helped spark ideas, test concepts, and get quick feedback. It turned out to be a super useful way to gather insights fast for the project

Talking to users in a group setting helped spark ideas, test concepts, and get quick feedback. It turned out to be a super useful way to gather insights fast for the project

Efficiency of Lo-Fi Prototypes

When dealing with large-scale projects and complex UI flows, Mid-fidelity prototypes offered better flexibility and efficiency compared to hi-fidelity prototypes

When dealing with large-scale projects and complex UI flows, Mid-fidelity prototypes offered better flexibility and efficiency compared to hi-fidelity prototypes

The Impact of Agile & Iteration

I was truly amazed by the power of agile methodology and how the iterative process significantly improved the UI. In just 8 months and across 5 stages, I was able to accomplish a remarkable amount of work

I was truly amazed by the power of agile methodology and how the iterative process significantly improved the UI. In just 8 months and across 5 stages, I was able to accomplish a remarkable amount of work