Concord Materials

Concord Materials

Concord Materials

Full product redesign for a construction materials platform, connecting field requests to office validation and replacing manual back-and-forth with automatic delivery-to-invoice matching.

Services

product design

Team

5 People

Table of contents

(03)

Concord moves thousands of material orders a week across contractors, sellers, and admins — and the platform holding all of that together was not built to scale. I mapped the full system with service blueprints, ran JTBD sessions to align use cases across every role, and audited the existing experience with a heuristic evaluation to find where it was breaking down. Tree testing validated a revised IA before I moved into redesigns for quoting, tracking, and invoicing. I also built a shared UI kit alongside the platform work to cut inconsistency and make design-dev handoff faster. Every decision traced back to one question: how much time and effort does this save on the ground.

Concord moves thousands of material orders a week across contractors, sellers, and admins — and the platform holding all of that together was not built to scale. I mapped the full system with service blueprints, ran JTBD sessions to align use cases across every role, and audited the existing experience with a heuristic evaluation to find where it was breaking down. Tree testing validated a revised IA before I moved into redesigns for quoting, tracking, and invoicing. I also built a shared UI kit alongside the platform work to cut inconsistency and make design-dev handoff faster. Every decision traced back to one question: how much time and effort does this save on the ground.

01

UX Research

UX Research

I structured the Concord research across three methods. I ran JTBD sessions with contractors, sellers, and admins to map what each role actually needed from the platform — the findings revealed that the core job was not tracking orders but maintaining confidence that nothing had slipped between handoffs. A heuristic evaluation against the existing platform surfaced critical failures: delivery and load status only appeared after user input with no immediate feedback, terminology like "Projected" and "Compare" didn't match how field teams thought about their work, and users had no clear way to reverse decisions once made. I then designed a revised information architecture and ran a tree test across the restructured navigation. Task success on the existing structure averaged 51%, with the steepest failures concentrated in the invoicing and order tracking sections. The redesigned IA brought that to 86%, a 35 point improvement I confirmed before redesigning a single screen.

I structured the Concord research across three methods. I ran JTBD sessions with contractors, sellers, and admins to map what each role actually needed from the platform — the findings revealed that the core job was not tracking orders but maintaining confidence that nothing had slipped between handoffs. A heuristic evaluation against the existing platform surfaced critical failures: delivery and load status only appeared after user input with no immediate feedback, terminology like "Projected" and "Compare" didn't match how field teams thought about their work, and users had no clear way to reverse decisions once made. I then designed a revised information architecture and ran a tree test across the restructured navigation. Task success on the existing structure averaged 51%, with the steepest failures concentrated in the invoicing and order tracking sections. The redesigned IA brought that to 86%, a 35 point improvement I confirmed before redesigning a single screen.

03

Final Designs

A driver under time pressure, a finance team reconciling thousands of lines, and a prospect evaluating whether to buy: three different users, three different surfaces, one design system. I redesigned the mobile app around the driver's need for instant status and zero-friction navigation: four tabs, delivery state visible on the card, full order detail in one view.

The platform redesign centered on the invoicing problem: discrepancies flagged automatically, projected and seller invoices comparable in one panel, approve or reject without leaving the screen. The website made the product's value impossible to miss, leading with the invoice summary view that showed exactly what Concord could do. Everything shared the same UI kit, the same language, and the same visual logic end to end.

04

Conclusion

The redesign centered on the flows that created the most friction: onboarding, quoting, tracking, and invoicing. Cleaner navigation and plain language removed the hesitation field teams experienced under time pressure. Simplified layouts meant drivers knew where to go without hunting.

On the finance side, automatic delivery-to-invoice matching replaced manual reconciliation — every load tied to a job, quantity, and supplier, with discrepancies flagged before approval. The shared UI kit reduced inconsistency across the platform and cut handoff overhead by approximately 40%. Task completion time for core field actions dropped to under 30 seconds. Invoice validation time fell by an estimated 60%. The platform could finally scale with the volume Concord was moving.

The redesign centered on the flows that created the most friction: onboarding, quoting, tracking, and invoicing. Cleaner navigation and plain language removed the hesitation field teams experienced under time pressure. Simplified layouts meant drivers knew where to go without hunting.

On the finance side, automatic delivery-to-invoice matching replaced manual reconciliation — every load tied to a job, quantity, and supplier, with discrepancies flagged before approval. The shared UI kit reduced inconsistency across the platform and cut handoff overhead by approximately 40%. Task completion time for core field actions dropped to under 30 seconds. Invoice validation time fell by an estimated 60%. The platform could finally scale with the volume Concord was moving.

More works

NauticWorx

A platform to charter nautical equipment.

Financial SaaS Tool

A financial intelligence platform for AI SaaS founders.

Financial SaaS Tool

A financial intelligence platform for AI SaaS founders.

Contact me

I Am All Ears!

Contact me

I Am All Ears!

Contact me

I Am All Ears!

The kind of a designer that feels like a keeper.

The kind of a designer that feels like a keeper.

The kind of a designer that feels like a keeper.