Enhancing the Online Presence and Ordering Workflow for Print Services

This portfolio highlights the transformation achieved for a leading print service provider. With an expanded range of offerings that include business cards, flyers, and signage, the client sought to enhance their online presence and simplify the customer ordering journey. Cmsmart played a pivotal role in redesigning the website structure to improve service discoverability and create a user-friendly ordering process. The new setup allows for easier navigation through service categories and optimized the checkout experience for customers, ultimately driving engagement and satisfaction.

The challenge

Challenge

As the demand for personalized printed goods increased, the client faced challenges with their existing website. The lack of clear categorization made it difficult for customers to discover services, while a convoluted ordering process led to frustration and potential lost sales.

Goals

The primary objectives included:

To enhance product discoverability
To simplify the online ordering workflow
To create a more engaging and user-friendly shopping experience

The solution

Client Overview

The client is a print service provider specializing in customizable products such as business cards, signage, flyers, and promotional materials. Their goal was to elevate their online presence, streamline the ordering process, and improve the customer experience.

Solution Overview

Cmsmart restructured the client's website to facilitate a clear and engaging presentation of services, improving navigation and enhancing the overall customer experience. This included implementing a robust categorization system that allows users to easily explore different product offerings.

Implementation Approach

The implementation involved a multi-phase approach:

Phase 1: Requirements gathering and workflow analysis to identify bottlenecks in the existing system.
Phase 2: Website redesign focusing on user experience, including a mobile-friendly interface.
Phase 3: Testing and feedback collection followed by launch and staff training.

What was built

Improved Online Ordering: A streamlined ordering process that reduces complexity and helps customers easily place orders.
Enhanced Product Configuration: There is a simplified setup for customizing print options that allows customers to input their preferences directly on the site.
Artwork Upload: An easy-to-use upload feature facilitating seamless integration of customer designs.
Clearer Service Discovery: Well-defined service categories that enhance user navigation.

Outcome

As a result of Cmsmart's interventions, the client reported improved service discoverability and a reduction in customer friction during the ordering process. Customers have praised the new site for its intuitive design and ease of use, contributing to a more efficient workflow from product selection to artwork submission and production.

What the workflow covers

Faster customer ordering

Reduces friction from browsing to checkout with clearer service discovery and a more straightforward ordering path for customizable print products.

Clearer service categories

Makes it easier for customers to find the right product type (cards, flyers, signage, promos) without getting lost—especially important for stores with expanding offerings.

Smoother artwork submission

Encourages customers to upload designs more reliably, reducing back-and-forth messages and helping your team start proofing sooner.

Fewer manual handoffs

Creates a more consistent flow from order details to internal processing, lowering the chance of missed requirements, incorrect specs, or delayed production starts.

More consistent customer communication

Supports timely updates around order confirmation and next steps so customers feel informed and your staff spends less time answering status questions.

Improved checkout experience

Helps remove common checkout obstacles that cause abandoned carts, supporting a smoother buying decision for both new and repeat customers.

Better readiness for scaling

A structured catalog and ordering journey makes it easier to add new print products and options without confusing buyers or overloading your team.

Stronger end-to-end workflow clarity

Connects key moments from quote/order through artwork handling and fulfillment, reducing gaps that can lead to delays, reprints, or unhappy customers.

Questions about this project

Not necessarily—many stores support guest checkout. If you want accounts for reorders and better B2B service, you can enable that as an add-on. Pro plans are helpful for managing more complex customer journeys.

It’s built for print and signage providers selling customizable items online—such as business cards, flyers, banners, and promotional materials—who want an easier ordering journey and fewer manual handoffs. For guided setup and ongoing monitoring, a Pro plan is recommended.

Yes. It’s designed around clearer category navigation and a simplified configuration experience so customers can find and customize items more easily. If you have a very large catalog, Pro plans help keep rules and updates organized.

It focuses on a smoother path from browsing categories to configuring a product, uploading artwork, completing checkout, and moving the order into a clear internal handoff for proofing and production. Pro plans make it easier to add advanced routing and alerts.

By encouraging earlier, clearer artwork submission and standardizing what customers provide (such as print-ready files and required details). This helps your team avoid chasing missing info. Pro plans can add stronger validation and reminders.

By reducing missing details earlier, orders move into production with fewer pauses. You can also align internal steps for packaging and dispatch so nothing is overlooked. Pro plans can add better status tracking and notifications.

Have your product categories, key customization options, basic turnaround rules, and a simple internal process map (order → artwork → proof → production → delivery). Pro plans can help you structure these steps quickly and consistently.

Free usage does not include commercial support. If you want priority assistance, stability, and ongoing monitoring for a customer-facing ordering experience, upgrading to a paid plan is strongly recommended.

The approach is intended to be mobile-friendly, with a focus on cleaner navigation and a less frustrating checkout. For best results, confirm your theme and page layout are optimized; Pro users can get help fine-tuning the experience.

It supports the handoff from order to proof/artwork review by making the process clearer for customers and staff. If you want timed reminders and approval tracking, Pro plans are ideal for building a more hands-free system.

More corporate & b2b portals case studies

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 →

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 →

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 →

Enhancing the Online Presence and Ordering Workflow for Print Services

The challenge

Challenge

Goals

The solution

Client Overview

Solution Overview

Implementation Approach

What was built

How it fits the order workflow

Outcome

What the workflow covers

Questions about this project

Related tutorials

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

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

Corporate Gifting Campaigns: Planning, Approval, and Fulfillment

Enhanced Online Ordering Experience for Custom Print Products

Enhancing Customer Journey and Ordering Experience for Custom Products

Improving Customer Experience for Print Products with Streamlined Online Ordering

Want a store like this?