Corporate & B2B portals

Streamlined Ordering Process and Enhanced Service Discoverability for Printing Company

Evergreen Printing & Mailing operates as a full-service commercial printing and direct mail marketing company based in Florida, providing a variety of products including business cards, postcards, brochures, and personalized notecards. Their commitment to fast turnaround times and end-to-end direct mail services distinguishes them in a competitive landscape. Cmsmart played a pivotal role in enhancing their online presence, thereby simplifying their ordering process. The updated structure allows customers to easily navigate product categories, upload artwork for their orders, and receive clear communication throughout the fulfillment journey. Enhancements made to the website ensure that customers experience a smooth and efficient ordering workflow, from initial product selection to final delivery.

See our servicesRead the related guides
Streamlined Ordering Process and Enhanced Service Discoverability for Printing Company - project preview

The challenge

Context and Problem

Evergreen Printing & Mailing specializes in direct mail marketing and commercial printing services. Their extensive product offerings include items such as postcards, business cards, flyers, brochures, and various custom print solutions. The company’s existing ordering process, while functional, faced challenges that hindered customer experience. Customers often encountered difficulties in navigating the catalog, selecting appropriate products, and uploading designs, which led to potential delays in order fulfillment.

Goals

Evergreen aimed to improve their online ordering process to enhance user experience, increase conversion rates, and better showcase their diverse range of products. They sought a solution that would enable clearer service discovery, facilitate smoother artwork uploads, and provide an intuitive flow from product selection to order fulfillment.

The solution

Solution Overview

Cmsmart provided a comprehensive approach to transforming Evergreen’s online ordering system. Key improvements included a well-organized product catalog, clearer categorization of services, and enhanced functionality for customers to upload their designs directly through the website. This streamlined interface allows for a more efficient order process, reducing the friction that users previously faced.

Implementation Approach

The implementation consisted of multiple high-level phases. Beginnning with an analysis phase to understand client requirements and customer behaviors, followed by design enhancements to the website structure. The final phase involved deploying the upgraded site, ensuring that users could easily navigate and complete their orders with minimal hindrance.

What was built

  • Improved online ordering system enhancing discoverability and usability.
  • Facilitated product configuration options tailored for customer needs.
  • Implemented features for easy artwork uploads and online design alternatives.
  • Created a structured portfolio that clearly showcases services and print categories.

How it fits the order workflow

This revamped system integrates seamlessly into Evergreen’s workflow, providing customers with a clear path from obtaining a quote to submitting artwork, through to production and fulfillment. The outcome enhances the customer’s overall experience and supports Evergreen's commitment to expedient service delivery, enabling them to maintain their competitive edge in the printing industry.

Outcome

As a result of Cmsmart’s contributions, Evergreen Printing & Mailing experienced a more streamlined ordering journey. Customers can now effortlessly select products, upload designs, and receive timely communication regarding their orders, leading to improved satisfaction and engagement. The new catalog structure not only enhances visibility but also minimizes confusion during the ordering process.

What the workflow covers

  • Clearer product discovery

    Organizes print offerings into easy-to-browse categories so customers can find the right postcards, letters, brochures, and more without getting stuck.

  • Faster ordering with fewer errors

    Reduces confusing steps during configuration and checkout, cutting down on incorrect selections and time spent fixing preventable order issues.

  • Smoother artwork collection

    Creates a more consistent path for customers to provide designs and job details, reducing back-and-forth and production delays.

  • Better handoff to production

    Ensures orders arrive with the information your team needs, helping print, personalization, and mailing steps start with less manual sorting.

  • Consistent customer communication

    Improves the reliability of status messages so customers understand what’s next, especially for time-sensitive direct mail campaigns.

  • Scales for higher volume

    Supports growth by standardizing how orders flow through your operation, so additional volume doesn’t require proportional increases in manual admin work.

  • Stronger service visibility

    Makes it easier to showcase specialized offerings like personalization/variable data and mailing services alongside core print products.

  • Operational visibility

    Creates a clearer picture of what’s in the queue and where orders stand, improving prioritization and reducing missed details.

What clients say

Ordering flow feels much easier for customers

The updated structure makes it simpler to browse print categories, choose the right product, and move through ordering without confusion. We saw fewer basic questions coming in.
Jason Borowski

Better visibility for direct mail services

The workflow helped us present printing and mailing options in a clearer way, so customers understand what services are available and what information is needed to proceed.
Stephan Schlosser

Smoother handoff from checkout to fulfillment

Orders arrive with clearer context and fewer missing pieces, which helped our team process jobs faster and keep turnaround expectations on track.
wraxly

Great foundation, minor tweaks needed

Overall the approach is strong and the ordering experience improved. We did need a few adjustments to match our internal steps, but once tuned it ran reliably.
tel24er

Artwork intake is more consistent

Customers now submit designs and key job details in a more standardized way, which reduced the back-and-forth we used to have before sending jobs to production.
marymezzo

Questions about this project

It’s designed for commercial printers and direct mail providers that sell print products online and need clearer product discovery, smoother artwork collection, and more consistent order handoffs. A paid plan is recommended if you want monitoring and priority support.

You can expect a more organized storefront experience, fewer customer questions during ordering, cleaner order information passed to production, and more consistent customer notifications. For maximum reliability during busy periods, use a paid plan with alerts.

Many businesses can launch it with basic operational knowledge and clear ordering rules, but help is useful when mapping categories, notifications, and internal steps. Paid plans typically make ongoing maintenance and support easier.

Yes. The workflow can be configured to handle print-only fulfillment as well as direct mail scenarios where list handling and mailing steps are involved. A paid plan helps when you need advanced routing rules and troubleshooting.

Yes. It’s built around structured product categories and can be adapted to your catalog, including marketing print, real estate-focused mailers, and specialty items. A paid plan is useful if your catalog changes frequently.

It standardizes how artwork and job details are collected and organized, so your team gets what they need with fewer follow-ups. If you want stronger validation and automated reminders, consider a paid plan.

Yes. By reducing ordering friction and improving internal clarity, it helps teams move orders into production faster and with fewer mistakes. Monitoring and failure alerts in a paid plan help protect time-sensitive jobs.

It can send consistent messages for key moments like order confirmation and next-step guidance for artwork or mailing details. If deliverability and scheduled sending are critical, a paid plan is strongly recommended.

It focuses on the ordering workflow and catalog structure, not a full redesign. Any changes to page layout or branding depend on your chosen implementation approach. Use a paid plan if you need a more hands-free setup and ongoing optimization.

You’ll update the workflow settings to point to the new address and verify that customer flows still work end-to-end. If you expect frequent changes, a paid plan is helpful for stability, checks, and quicker assistance.

Related tutorials

More corporate print portals tutorials →
Stacks of printed cards and paper ready for bulk orders
Product Personalization

Managing Bulk and Recurring Corporate Print Orders: Cards, Labels, and Documents

Printcart dashboard orders list for managing company print orders
Product Personalization

How to Set Up a Corporate Printing Portal for Company Merch and Gifts

Plain white gift box on a marble surface for corporate gifting
Print Workflow Automation

Corporate Gifting Campaigns: Planning, Approval, and Fulfillment

More corporate & b2b portals case studies

Enhanced Online Ordering Experience for Custom Print Products - project preview
Corporate & B2B portals

Enhanced Online Ordering Experience for Custom Print Products

CMSMART recognized the need for an improved online presence and ordering flow for a print product business. The client offers a wide range of services, including business cards, flyers, posters, plans, and signage. By streamlining their online ordering process, CMSMART helped the client enhance product discoverability and provide a seamless customer journey. Customers can now easily navigate through clearer service categories, upload artwork, and select product configurations with reduced friction, resulting in a significantly enhanced online experience.

Read the case study →
Enhancing Customer Journey and Ordering Experience for Custom Products - project preview
Corporate & B2B portals

Enhancing Customer Journey and Ordering Experience for Custom Products

The client specializes in delivering high-quality custom products, including business cards, posters, and banners. Their service-oriented approach emphasizes an effortless customer journey from selecting products to artwork submission and production. CMSMART played a crucial role in refining their online presence by improving the catalog structure and enhancing the ordering flow, thus enabling customers to easily navigate their offerings and submit designs.

Read the case study →
Improving Customer Experience for Print Products with Streamlined Online Ordering - project preview
Corporate & B2B portals

Improving Customer Experience for Print Products with Streamlined Online Ordering

In today’s competitive landscape, a seamless online presence is imperative for businesses in the printing industry. Our client specializes in offering a variety of print products and services, such as business cards, flyers, and custom signage. Cmsmart recognized the need to enhance their service discovery and ordering efficiency. By implementing a tailored solution, we improved their online ordering process and facilitated easier product personalization. Our efforts helped to simplify the customer journey from browsing to final purchase, ultimately providing a superior user experience.

Read the case study →

Want a store like this?

Start with a free Printcart account, or see how our services can set it up for you.

Create free account →