Corporate & B2B portals

Streamlined Online Ordering Experience for Print and Design Services

This project focused on improving the online ordering journey and service discoverability for a print and design service provider. A seamless, intuitive user interface was implemented, allowing customers to easily navigate the catalog of print products like business cards, flyers, and signage. The enhancements significantly reduced friction during the ordering process, enabling a smoother customer experience from product selection to artwork submission. By centralizing the service offerings and streamlining the workflow, Cmsmart played a pivotal role in enhancing the client’s online presence and operational capabilities.

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Streamlined Online Ordering Experience for Print and Design Services - project preview

The challenge

Context and Challenge

The company faced challenges in providing an optimal online ordering experience for its diverse range of printing services, including business cards, posters, and signage. Customers found it difficult to navigate the product offerings, leading to a cumbersome buying process and lower conversion rates. The need for a more efficient solution was crucial to enhance customer satisfaction and drive sales.

Goals

The primary goals were to:

  • Improve the overall user experience on the website.
  • Enhance product discoverability and ordering workflows.
  • Facilitate easier artwork uploads and customizations.
  • Streamline the service offerings into clearly defined categories.

The solution

Solution Overview

Cmsmart was engaged to assist in redesigning the client’s online presence, focusing on enhancing the customer journey through the ordering process. This included creating a streamlined, user-friendly interface that guides customers from product selection to checkout seamlessly.

Implementation Approach

The approach involved high-level phases that included:

  • Assessing existing user feedback to identify pain points.
  • Redesigning the site’s user interface with a focus on enhancing usability.
  • Implementing new features that support product customization and easier navigation.
  • Conducting tests for user feedback to ensure the improvements meet customer expectations.

What was built

Key improvements included:

  • A well-organized product catalog to facilitate easy navigation and selection.
  • Streamlined ordering flow that reduced the number of steps required to place an order.
  • Integrated artwork upload functionality that allowed customers to easily submit designs directly from their orders.
  • Optimized categorization of services for improved visibility and discoverability.

How it fits the order workflow

The optimizations have now become a core part of the client's workflow, seamlessly integrating the quote generation, artwork submission, production tracking, and fulfillment processes into a cohesive experience for customers and the business alike. This holistic approach not only improves the workflow but also positions the client as a leader in the competitive printing industry.

Outcome

The solutions provided by Cmsmart led to a more attractive online presence that significantly improved the overall customer experience. Although specific performance metrics were not disclosed, the qualitative feedback indicated enhanced satisfaction due to the reduced friction in the ordering process and clearer navigation paths, leading to higher conversion rates.

What the workflow covers

  • Faster path to checkout

    Reduce clicks and confusion so customers move from selection to purchase with fewer drop-offs, especially for repeat products like cards, flyers, and posters.

  • Clearer service navigation

    Organize offerings into intuitive categories so customers find what they need quickly, improving discovery and reducing lost opportunities from messy menus.

  • Smoother artwork handoff

    Make artwork submission feel like a natural part of ordering, which cuts down on chasing files and helps production start sooner.

  • Fewer manual follow-ups

    Standard prompts and reminders reduce time spent answering basic questions, requesting missing details, and resolving avoidable errors.

  • More consistent order handling

    Standardize steps from quote/order to proofing, production, and fulfillment so staff know what to do next and nothing falls through the cracks.

  • Better customer confidence

    Clear expectations, transparent steps, and timely updates build trust—especially important when customers are submitting files and waiting on time-sensitive print jobs.

  • Improved internal visibility

    A more structured flow makes it easier to see order status, identify bottlenecks, and hand off work between sales, design, and production.

  • Scales with your catalog

    As you add new product lines or services, the structure helps you expand without creating confusing navigation or inconsistent ordering steps.

Questions about this project

It focuses on clearer categories, simpler navigation paths, and a more guided order experience so customers can quickly find the right product and understand what happens next.

Yes—this workflow supports a streamlined artwork submission step so files are captured at the right moment, reducing follow-ups. For advanced validation and reliability, a Pro plan is ideal.

Yes. By simplifying steps and clarifying what customers need to provide (especially artwork), it reduces incomplete orders, incorrect file submissions, and internal rework.

It’s designed for print and design providers that sell multiple product types (e.g., business cards, flyers, signage) and need a clearer online ordering journey, including artwork submission and internal handoffs.

No. Most businesses can apply the structure and ordering flow improvements on top of an existing storefront. A paid plan is recommended for smoother rollout, monitoring, and priority help during launch.

It encourages consistent status updates and next-step reminders (such as artwork needed or proof ready), which reduces inbound support questions and improves customer confidence.

Have your product categories, key product options, artwork requirements, and fulfillment steps documented. If you have brand guidelines or existing customer emails, those help too.

Yes. The ordering structure works for both. For B2B needs like internal approvals, special pricing, or account-based flows, expect some customization and consider a paid plan for support.

It’s built to accommodate common print options (sizes, finishes, quantities) and keep the ordering steps easy to follow. More complex option sets may require additional configuration.

The structure is designed to be maintainable so you can add categories or products without breaking the flow. For ongoing stability and change tracking, a Pro plan is recommended.

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