CMS Report Redesign

BOXS Ltd. provides restaurant management solutions, including a CMS for merchants to manage their menus, services, and operations. However, the legacy CMS interface was unintuitive, inconsistent, and difficult to scale with the company’s evolving POS and ordering systems. This project aims to enhance the sales report functionality in the CMS. The challenges include an unreliable and unprofessional design, limited database support, lack of mobile responsiveness, and usability issues. The goal is to create a visually appealing and user-friendly sales report that offers valuable insights to help users understand their business sales.

Challenge

Restaurant staff struggled with managing content across dine-in, takeaway, and delivery modes. Key issues included:

Cluttered and inconsistent navigation across pages.
Confusing item hierarchy and unclear category relations.
Inefficient workflows for adding/editing menus.
Lack of permission control for different user roles (e.g. staff vs. manager).

Goals

Streamline the information architecture and editing workflows.
Improve navigation clarity and reduce user errors.
Design scalable components for future feature growth.
Align UI system with the BOXS design language.

Challenge

Restaurant staff struggled with managing content across dine-in, takeaway, and delivery modes. Key issues included:

Cluttered and inconsistent navigation across pages.
Confusing item hierarchy and unclear category relations.
Inefficient workflows for adding/editing menus.
Lack of permission control for different user roles (e.g. staff vs. manager).

Goals

Streamline the information architecture and editing workflows.
Improve navigation clarity and reduce user errors.
Design scalable components for future feature growth.
Align UI system with the BOXS design language.

Challenge

Restaurant staff struggled with managing content across dine-in, takeaway, and delivery modes. Key issues included:

Cluttered and inconsistent navigation across pages.
Confusing item hierarchy and unclear category relations.
Inefficient workflows for adding/editing menus.
Lack of permission control for different user roles (e.g. staff vs. manager).

Goals

Streamline the information architecture and editing workflows.
Improve navigation clarity and reduce user errors.
Design scalable components for future feature growth.
Align UI system with the BOXS design language.

Research & Discovery

To understand the core usability issues and pain points of the existing CMS, I conducted both internal stakeholder interviews and external user feedback reviews.

Internal Research

Interviewed Support Team & Sales Reps (3 people)
They provided insight into the most common merchant complaints
Worked with Developers
I collaborated with engineers to understand the CMS’s current technical structure, limitations, and legacy design logic. This helped ensure feasible suggestions and informed the redesign direction.

Merchant Feedback

6 Client Interviews (F&B SMEs)
I interviewed restaurant owners and staff currently using the CMS, with varied business types (takeaway-only, dine-in focused, or hybrid).
Analytics Review
I reviewed support tickets and CMS usage logs from the past 3 months, identifying that over 35% of CMS-related tickets

Synthesise

We identified key user roles and their distinct needs:

Restaurant Managers needed a centralized platform to manage daily sales, staff, orders, and inventory efficiently.
Supervisors and Owners wanted a quick mobile overview of store performance, order summaries, and business metrics—accessible anytime, anywhere.

Key challenges uncovered:

The legacy CMS lacked mobile responsiveness, slowing down reporting and increasing reliance on manual communication.
Navigation and system feedback were inconsistent, leading to errors and unnecessary support tickets.
Data visualization was cluttered, making daily summaries hard to interpret.

The comparision between old and revamped interface

The existing dashboard and sales report lacked key operational insights that managers and business owners needed to fully understand daily sales trends, product performance, and staff efficiency. This absence of critical data made it difficult to make informed decisions related to marketing, menu adjustments, and staff allocation.

Internal feedback from both the Support and Sales teams, along with merchant input, consistently pointed out this gap. Many users reported that our competitors offer stronger, more visually accessible reporting tools that allow users to grasp performance metrics at a glance.

This gap significantly impacted our product’s perceived value in the market and resulted in lost opportunities to drive improvements in customer retention, upselling, and operational efficiency.

Screenshots of the series settings for the shop and POS operation