Corporate & B2B portals

Transforming the Ordering Experience for Customized Print Solutions

The company specializes in providing a wide range of customized print products, including business cards, flyers, and signage. Our collaboration with Cmsmart significantly elevated their online ordering journey, making it easier for customers to navigate, customize, and order printed goods confidently. By improving their website's structure and user experience, we enabled a more efficient service discovery and ordering flow.

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Transforming the Ordering Experience for Customized Print Solutions - project preview

The challenge

Context and Challenge

This company operates in the competitive print solutions market, offering various services that include custom business cards, promotional flyers, and various signage options. Their initial online ordering process faced significant challenges, including complicated navigation and insufficient product categorization, which hindered customer engagement and transaction completion.

Goals

The primary objective was to streamline the online ordering experience, ensuring that customers could easily discover the services offered, customize their products, and complete purchases without friction. The company sought a solution that would enhance the overall user experience while reflecting their brand identity effectively.

The solution

Solution Overview

In collaboration with Cmsmart, we undertook a comprehensive redesign of the client's website to emphasize clarity and ease of use. The revamped website structure allowed for better categorization of products, which enhanced discoverability. Additionally, we introduced an intuitive ordering flow that included improved customization tools, enabling customers to personalize their orders seamlessly.

Implementation Approach

The implementation followed a phased approach. Initially, we conducted a thorough analysis of user behavior to identify pain points in the existing ordering process. This was followed by designing wireframes that focused on user experience improvement. The final phase involved developing and integrating the new features, followed by rigorous testing to ensure quality and performance.

What was built

  • Enhanced online ordering with a user-friendly interface.
  • Improved product categorization for easier navigation.
  • Real-time customization features allowing customers to visualize their designs.
  • Clearer pathways for submitting artwork and specifications during the ordering process.

How it fits the order workflow

The new ordering process fits seamlessly into the client’s existing workflow: customers can submit a quote request, review design proofs, and once approved, the order moves into production and fulfillment stages without slowdowns, fostering a better service experience overall.

Outcome

As a result of these enhancements, the ordering experience became significantly more straightforward and efficient, reducing customer frustration and increasing satisfaction levels. Customers could easily navigate through service offerings, customize their orders in real-time, and submit their artwork without unnecessary delays. This streamlined approach ultimately led to a higher conversion rate and positive feedback from users.

What the workflow covers

  • Faster service discovery

    Improves how products are grouped and presented so customers quickly find the right print service without getting lost in confusing menus.

  • Smoother customization journey

    Guides buyers through options like size, material, and finishes with clearer steps, reducing hesitation and abandoned checkouts.

  • Cleaner artwork collection

    Captures artwork files and key specifications in a consistent way, reducing missing info and rework before production begins.

  • Reduced proofing back-and-forth

    Supports a clear proof review and approval path so orders don’t stall and customers know exactly what happens next.

  • Fewer manual handoffs

    Creates more reliable transitions from ordering to internal production steps, minimizing copy-paste and reducing mistakes.

  • More consistent customer updates

    Keeps customers informed across key stages (quote, proof, production, fulfillment), which lowers support load and builds trust.

  • Better conversion readiness

    A clearer ordering flow helps customers complete purchases with confidence, especially for customized items that normally require more guidance.

  • Scales with a growing catalog

    A structured approach to categories and ordering steps makes it easier to add new products and options without breaking the buying experience.

Questions about this project

It’s ideal for print shops and customized print providers selling items like business cards, flyers, and signage online, especially if you handle artwork upload, proof approvals, and production handoffs. A paid plan helps if you need monitoring and priority support.

Yes. It can be set up to guide customers through requesting a quote for complex jobs or placing a direct order for standard items. If your process varies by product type, a Pro plan makes it easier to manage more advanced rules.

It organizes required details (sizes, finishes, quantities) and prompts for artwork uploads where needed, so fewer orders get stuck due to missing information. For more robust validation and alerting, consider a paid plan.

It supports a proofing flow where customers can review and approve before production begins, helping reduce costly reprints. If you want reminders, escalation, or timed follow-ups, a Pro plan is recommended.

Yes, it works well for varied catalogs with different option sets (paper, finishes, sizes). For highly complex option logic, you may want a Pro plan and light tailoring to match your exact catalog rules.

It’s designed to support a more visual, guided customization experience so customers feel confident about what they’re ordering. The exact preview capability depends on your storefront setup and product configuration.

Most businesses need to align product categories, define required fields for each product type, and confirm the ordering stages (quote, proof, production, fulfillment). If you have many product variations, paid plans help manage complexity faster.

Typically yes—clearer product categories, simpler steps, and proactive updates reduce “Where is my order?” and “What do you need from me?” questions. Monitoring and reliability features on paid plans further reduce manual chasing.

You can adapt stages and handoffs to match your workflow (e.g., design check, pre-press, print, finishing, dispatch). If you want hands-free routing and better visibility, a Pro plan and guided setup are recommended.

Yes, it can be configured to send confirmations and key status updates, improving trust and reducing uncertainty. A paid plan is helpful if you need more frequent updates, branded templates, and delivery tracking.

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