TIBCO

Enterprise commerce & fulfillment systems

Role
Lead product designer
Scope
Configuration, orders, fulfillment, portal

Enterprise teams managed product configuration and order submission through spreadsheets and multi-hundred-field forms. Errors introduced at input weren't visible until they surfaced in fulfillment and billing — errors that users couldn't fix without sending work back upstream.

"This is the nature of the business. Huge sales orders come 5 minutes before we close the quarter. I need to submit these last-minute orders fast and without errors or revenue will not be recognized for that quarter!"

— Fulfillment manager
1,000+
Products maintained
80%
Faster task completion
↓ 60%
Support tickets
The throughline
Across all three workstreams, the approach was the same: move error detection upstream — catch mistakes where users still have context and control, not after the system has processed the data.

Three workstreams

Product configuration
Product configuration Replaced spreadsheets with structured, validated input while keeping the familiar table-editing model
Decision log I considered replacing the spreadsheet with an intake form — cleaner, more structured. Testing killed that idea fast. Users managing master data had years of muscle memory in spreadsheets; an intake form felt so new to them to introduce hesitation and errors of its own.
Order submission
Order submission Reworked a 100+ field form into a step-by-step flow with validation at each stage, plus progress indicators to ease the anxiety of not knowing form length
Contribution portal
Order fulfillment Real-time feedback that shows how an order will affect fulfillment before submission. Users can see issues earlier instead of finding out after the order is processed.

Reflection: I initially assumed that approaches successful for the broader audience would also meet the needs of this group. I'd invest earlier in understanding their unique needs and challenges to design a more tailored solution.

All work