Corporate & B2B portals

Elevating Online Print Ordering and Customization for Diverse Products

This business provides digital and offset printing solutions, tailored for both small and large print runs. Customers can order a variety of products such as business cards, flyers, letterheads, and more with options for customization including finishes and folding types. Cmsmart played a crucial role in enhancing the client's online presence by streamlining the ordering process, improving service discoverability, and facilitating user-friendly design uploads.

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Elevating Online Print Ordering and Customization for Diverse Products - project preview

The challenge

The Context of the Printing Business

Operating in a competitive printing industry, the client specializes in offering both digital and offset printing services for a wide range of products. Their offerings include business cards, flyers, promotional materials, and branded merchandise, catering to small businesses and organizations that require high-quality print solutions.

Identifying the Goals

The primary objective was to enhance the online ordering experience for customers while also ensuring streamlined operations. The client aimed to simplify the customization process, making it easier for customers to explore options and place orders efficiently, all while showcasing the diverse product range effectively.

The solution

Solution Overview

Cmsmart engaged with the client to revamp their online platform, prioritizing a customer-centric approach. The focus was on improving the overall customer journey from initial product discovery through to order completion. This involved enhancing catalogue structure for better navigation, facilitating easier artwork uploads, and integrating an online design feature that allowed real-time customization.

Implementation Approach

The implementation was executed in phases, beginning with an assessment of the existing site structure. Next, Cmsmart worked on optimizing the user interface and experience, offering training and resources to ensure the client's team was equipped to manage the new systems effectively. Finally, ongoing support and adjustments were made to refine the process based on customer feedback.

What was built

  • Enhanced online ordering system that reduces steps and improves usability.
  • Improved design upload functionality, enabling customers to easily submit their custom artwork.
  • Clearer navigation and categorization of products, increasing discoverability.
  • Implementation of intuitive design tools that streamline the process of product customization.

How it fits the order workflow

This enhanced online system seamlessly fits into the client's existing workflow, facilitating a more streamlined process from customer design request to production and fulfillment. By integrating these improvements, the client can respond promptly to customer needs, ensuring satisfaction and reinforcing loyalty.

Outcome

The overall outcome was a significantly improved customer experience, characterized by easier navigation, enhanced service discoverability, and a more efficient ordering flow. These developments reduced friction in the customer journey, enabling a smoother transition from inquiry to purchase. Through this optimization, the client is now better positioned to meet the demands of their market and support their customer base effectively.

What the workflow covers

  • Smoother ordering journey

    Reduces friction from product discovery to checkout with clearer steps for selecting formats, finishes, and add-ons—helping customers complete orders with more confidence.

  • Fewer artwork mistakes

    Keeps design uploads organized and linked to the correct product variation, lowering the chance of missing files, wrong versions, or unclear customer notes.

  • Better product discoverability

    Supports improved catalog structure and navigation so customers can find the right print product faster, especially when you offer many categories and variations.

  • Faster handoff to production

    Automatically consolidates order specifications and customization details, so prepress and production receive consistent information without manual copy-paste.

  • Consistent customization rules

    Helps enforce product-specific rules (sizes, orientations, templates, required inputs) so what customers design aligns with what your team can produce.

  • Clear customer communication

    Enables automatic confirmations and updates to set expectations during design submission, proofing, and fulfillment—reducing inbound questions and churn.

  • Scales with a growing catalog

    Makes it easier to add new print products and options without redesigning your entire ordering flow, supporting growth across both digital and offset offerings.

  • More operational visibility

    Creates a cleaner trail of what was ordered, what was uploaded, and what decisions were made—helping your team track issues and resolve them faster.

What clients say

Artwork collection is finally consistent

Design files come in with the right context and are easier to match to the exact order item. That alone reduced delays before production can start.
Bartek Olejniczak

Improved handoff from checkout to production

Specs and customer selections are captured more reliably, so production doesn’t need to chase missing details. It supports a smoother path from order to fulfillment.
smoothdevsmoothdevIpstenu (Mika Epstein)

Ordering feels much more guided

Customers can find the right print product and move through customization without getting stuck. The overall flow is clearer, and we spend less time answering basic questions.
JBTouchard

Better experience across many product types

We sell multiple print items with different options, and this helped us present choices in a cleaner way. It’s easier for customers to understand finishes and formats.
mmrahmanbld

Great foundation, needed small adjustments

The template gave us a strong starting point. We did need a bit of fine-tuning for specific layout rules on certain items, but overall it saved time and reduced errors.
wasitacaroracatisaw

Questions about this project

Yes. The flow focuses on capturing correct specs and files regardless of order size, helping you reduce back-and-forth. Paid plans are recommended if you need monitoring during high-volume periods.

It’s designed for print businesses that sell multiple products online (business cards, flyers, letterheads, brochures, branded items) and need an easier path from customization and artwork upload to production handoff.

It’s meant to keep uploads tied to the correct order item and reduce missing-file situations. You can add rules for required files and internal checks; paid plans help when you need priority setup support.

Typically yes, because customers get clearer steps, better product discovery, and more consistent confirmations. Adding proactive status updates can reduce “where is my order?” messages.

Yes, the workflow can be adapted to support a guided design experience and template selection, helping customers customize products in a more self-serve way while keeping outputs consistent for production.

The workflow is built to support product options and structured selections. You’ll configure your available choices so customers see the right options and your team receives consistent order details.

You can define product-specific rules (for example, default portrait vs. landscape and exceptions for certain templates). If you need complex exceptions, a paid plan or professional setup is recommended.

It can be configured to support a proofing step by routing files for review and notifying customers when a proof is ready. For more advanced approval logic and tracking, upgrade for stability and support.

You’ll maintain product options, templates, and messaging, and occasionally adjust rules as you add new products. A paid plan is helpful for ongoing monitoring and fast fixes during peak sales.

Most teams can configure a basic version quickly, but time depends on catalog complexity and how many options you offer. Plan extra time for testing common product combinations before going live.

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