Corporate & B2B portals

Transforming the Online Ordering Journey for Print Products

This initiative focused on enhancing the client’s online presence and ordering process for print products, including business cards, flyers, and signage. By refining the catalog structure and streamlining the ordering flow, customers can seamlessly browse offerings and customize designs. Our approach resulted in a clearer service discovery pathway, facilitating an engaging shopping experience. This transformation not only attracted new customers but also improved overall satisfaction with the ordering process.

Transforming the Online Ordering Journey for Print Products - project preview

The challenge

Context and Challenges

In today’s digital-first environment, businesses in the print industry face challenges in providing a seamless online experience for customers looking to personalize their printed materials. The ability to navigate through diverse product categories and effectively communicate the available customization options is critical for driving sales. This was the scenario for our client operating in the online printing sector, with a product range including business cards, flyers, posters, and custom signage.

Project Objectives

The primary goal was to enhance the client's e-commerce platform, focusing on the ordering experience for customized print products. The specific objectives included improving catalog organization, enabling easier product customization, and streamlining the overall customer journey from selection to checkout.

The solution

Solution Overview

Our approach involved a comprehensive overhaul of the client’s online catalog structure and ordering process. By categorizing products more intuitively and implementing a user-friendly design tool, customers could easily explore their options. This enhancement allowed for a seamless integration of design uploads, fostering a DIY approach for personalizing products. Furthermore, we optimized the overall user experience (UX) to ensure an efficient navigation path from product selection to checkout.

Implementation Approach

The implementation of these improvements was conducted in high-level phases, beginning with an analysis of the existing customer journey to identify pain points. Subsequently, we refined the product catalog and integrated the online design capabilities, followed by comprehensive testing to ensure functionality and usability across all devices.

What was built

  • Improved catalog structure with clearer service categories.
  • A streamlined ordering flow to facilitate easier selection and customization.
  • Implementation of a design tool enabling customers to upload and modify their artwork directly on the platform.
  • Enhanced product discovery mechanisms to improve customer engagement.

How it fits the order workflow

This redesigned platform fits seamlessly into the client's workflow from initial quote request, through design submission, to production and fulfillment. The improvements made not only reflect positively on customer experience but also sustainably enhance the operational efficiency of the client’s business.

Outcome

As a result of these efforts, the client noted significant improvements in user interaction with the platform. Customers could easily navigate product offerings, leading to a more engaging shopping experience. The interface allowed for reduced friction in selecting options and submitting personalized artwork, ultimately facilitating quicker turnaround times and increased customer satisfaction.

What the workflow covers

  • Clearer product discovery

    Improves how print products are grouped and presented so customers can quickly find the right category (cards, flyers, posters, signage) without getting lost.

  • Smoother customization journey

    Guides buyers through key choices like size, finish, and quantity with fewer confusing steps, making personalization feel easy rather than overwhelming.

  • Fewer missing artwork files

    Encourages complete design submission during ordering, reducing follow-ups, incomplete orders, and delays caused by missing or misplaced artwork.

  • Faster order handoffs

    Creates a cleaner path from order placement to proofing/production so your team spends less time interpreting notes and more time producing.

  • Better customer confidence

    Improves clarity around what happens after checkout—helping customers feel confident that their design and specs were received correctly.

  • Lower support workload

    Reduces repetitive questions by making options and next steps more obvious, freeing up time for higher-value customer conversations.

  • Consistent storefront experience

    Standardizes product pages and option logic across the catalog, which helps maintain quality even as new products and variations are added.

  • Scales with your catalog

    Supports growth from a few core products to a broader print range by keeping structure and ordering rules organized and repeatable.

Questions about this project

It’s designed for print sellers offering customizable items like business cards, flyers, posters, and signage—especially teams that want a clearer catalog and a smoother order-to-production journey. A paid plan is recommended if you need ongoing reliability and support.

Yes. You can support customers who upload finished files as well as those who need guided customization. The setup can be tailored to your product types and how you collect design details. Pro plans make ongoing changes and monitoring easier.

That’s the goal—fewer steps, clearer choices, and less uncertainty about what happens next. You can align the flow to your current process (selection → design/artwork → approval → production → fulfillment).

Yes. The workflow is intended to structure products into clear categories and options so customers can choose specs without confusion. Exact option rules depend on how your store platform handles variants and add-ons.

Not necessarily. Many teams apply these improvements in phases—starting with catalog cleanup and high-selling products first, then refining the ordering and design submission steps over time.

By capturing order specs consistently, improving how options are presented, and ensuring artwork is attached to the right order at the right time. With a paid plan, you also get better stability and support when issues arise.

It can support a structured handoff for proof creation and customer approval (where your tools allow), so fewer orders get stuck waiting for missing confirmations. If you need a fully tailored approval flow, choose a paid plan.

It can be configured to send customer updates, but any messaging provider fees are separate. If you want dependable sending and tracking, a paid plan plus a reputable sending service is recommended.

Typically: your product list, categories, option sets (sizes/finishes/quantities), artwork rules (file types, resolution guidelines), and your desired customer notifications. Pro plans help with guided onboarding and faster iterations.

You’ll update products, options, and messaging as your offerings evolve. Most sellers also review the flow quarterly to remove friction. A paid plan is ideal for monitoring, priority help, and smoother updates.

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 →

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