Corporate & B2B portals

Transforming Online Ordering Experience for Custom Print Solutions

This project involved enhancing the online ordering system for a business specializing in custom print products, including business cards, flyers, and signage. Cmsmart played a crucial role in improving the client’s digital presence and customer experience by streamlining the workflow for product selection and ordering. The integrated platform now allows customers to easily discover services, configure products with online design options, and submit designs for printing right from the website.

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Transforming Online Ordering Experience for Custom Print Solutions - project preview

The challenge

Context and Problem

The company offers a wide range of custom printing services, including business cards, flyers, and signage. Their digital presence needed an upgrade to better facilitate customer interactions and order placements, addressing issues like a cumbersome product category structure and complicated ordering processes.

Goals

The primary goals were to improve the client's service discoverability, enhance the customer ordering experience, and modernize the interface for product customization to accommodate a broader clientele.

The solution

Solution Overview

Cmsmart provided a robust online ordering system that simplified the customer journey from product discovery to order fulfillment. By focusing on user experience and intuitive design, the enhancements made it easier for consumers to locate the desired products and easily configure them with personalized options.

Implementation Approach

The implementation was phased, starting with requirement gathering to understand user pain points followed by creating an optimized structure for products. Subsequent phases involved design upgrades, integration of user-friendly tools for customization, and final testing to ensure smooth functionality.

What was built

  • Online ordering with streamlined product navigation
  • Advanced configuration options for product customization
  • Seamless integration of design upload and online design capabilities
  • A clearer categorization of services offered
  • Enhanced user flow to reduce friction during the ordering process

How it fits the order workflow

The integrated solution fits seamlessly within the client’s existing workflow by allowing customers to generate quotes, submit artwork, and track their orders, thus enhancing the overall efficiency of their e-commerce operations.

Outcome

As a result of these improvements, the client reported a significant enhancement in customer engagement and satisfaction levels due to a more intuitive ordering process. The changes allowed for quicker turnaround times and a more efficient workflow, aligning with the company’s business goals.

What the workflow covers

  • Faster product discovery

    A clearer catalog structure makes it easier for customers to find the right print service and start ordering without confusion.

  • Smoother customization flow

    Guided configuration helps customers choose sizes, materials, finishing, and quantities more confidently, reducing misorders.

  • Cleaner artwork collection

    Customers can upload files or use online design options, with consistent instructions passed along so production has what it needs.

  • Fewer manual handoffs

    Order details, notes, and files are organized in a repeatable way, reducing copy-paste work and internal back-and-forth.

  • Reduced customer support load

    Automatic confirmations and clear next steps lower “Did you receive my order?” and “What’s the status?” messages.

  • More dependable turnaround

    By catching missing information earlier and streamlining steps, jobs move to production faster and with fewer delays.

  • Better visibility for operations

    Structured order information improves tracking across stages—from order receipt to proofing, production, and fulfillment.

  • Scales with growing volume

    A standardized ordering experience supports more products, more buyers, and more daily orders without adding the same amount of admin work.

Questions about this project

Yes. A key goal is improving discoverability by simplifying navigation and grouping products logically, so buyers can find the right print service faster and order with fewer errors.

It standardizes what customers must provide (size, material, quantity, finishing, notes, and artwork), making orders more complete before they reach production. With a Pro plan, you can add stronger checks and notifications to catch issues earlier.

Yes. The setup can accommodate customers uploading finished artwork and/or using an online design option, then sending the required files and instructions into a consistent production handoff. Pro plans help keep these steps more dependable during peak volume.

It’s designed for businesses selling custom print products online—such as business cards, flyers, banners, labels, and signage—where customers choose options, submit artwork, and expect clear order updates. For higher reliability and monitoring, a Pro plan is recommended.

Yes. It supports automated customer notifications such as order received, proof requested, proof approved, in production, and shipped/ready for pickup. A Pro plan is recommended for stable sending and monitoring.

It can be configured to support quote-style requests where appropriate, especially for complex signage or bulk orders. Many teams combine quotes for special cases with a faster self-serve checkout for standard products.

You can prompt for missing files and trigger follow-ups so the buyer can submit artwork without restarting the order. Pro features are helpful for ensuring these reminders run consistently.

You may use your existing email setup, but many businesses choose a dedicated email sending service for better deliverability and tracking. Any third-party messaging services may add extra fees; Pro plans help manage reliability and alerting.

Yes. Orders can be organized and handed off based on product type (e.g., business cards vs. large-format signage), required finishing, or urgency—so the right people get the right details without manual sorting.

Timing depends on how many products and configuration options you have, plus whether you need quote rules, proof steps, and custom categories. A basic setup can be quick, while a full catalog restructure takes longer. Pro plans typically include priority support to speed up go-live.

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