Procurement New Request Page

Procurement New Request Page

Simplifying Complexity: A Better Way to Make Purchase Requests

Simplifying Complexity: A Better Way to Make Purchase Requests

Simplifying Complexity: A Better Way to Make Purchase Requests

Hivebuy is a procurement startup where I worked as a Product Designer. One of the key flows "the request submission" was confusing and had outdated design. Users had to go through a two step form with poor visual design and no clear guidance, which caused drop offs and unnecessary friction. I was the sole designer on this project and took full ownership of understanding the problems and redesigning the experience.

Hivebuy is a procurement startup where I worked as a Product Designer. One of the key flows "the request submission" was confusing and had outdated design. Users had to go through a two step form with poor visual design and no clear guidance, which caused drop offs and unnecessary friction. I was the sole designer on this project and took full ownership of understanding the problems and redesigning the experience.

My Approach

My Approach

My Approach

This was a scrappy process. I didn’t have access to formal research, so I started by benchmarking similar request forms in other B2B tools to see how they simplify the flow. I also spoke with our sales and customer service teams to better understand how they help users during submission. I reviewed user feedback and feature requests that mentioned issues like confusion with the two step form or unclear input fields. These quick insights helped me define where the main friction points were and how to make the process feel faster and easier.

This was a scrappy process. I didn’t have access to formal research, so I started by benchmarking similar request forms in other B2B tools to see how they simplify the flow. I also spoke with our sales and customer service teams to better understand how they help users during submission. I reviewed user feedback and feature requests that mentioned issues like confusion with the two step form or unclear input fields. These quick insights helped me define where the main friction points were and how to make the process feel faster and easier.

Challenges & Key Decisions

Challenges & Key Decisions

Challenges & Key Decisions

One of the main challenges was designing a compact, single page request form that could handle complex inputs without overwhelming users. Since users were expected to submit multiple product requests in one session, the layout needed to be clean, fast to complete, and easy to scan.

One of the main challenges was designing a compact, single page request form that could handle complex inputs without overwhelming users. Since users were expected to submit multiple product requests in one session, the layout needed to be clean, fast to complete, and easy to scan.

  • The top section (Requested For, Category, Supplier) was previously hard to notice. I redesigned it with clearer visual hierarchy so users could understand they needed to take action.

  • The top section (Requested For, Category, Supplier) was previously hard to notice. I redesigned it with clearer visual hierarchy so users could understand they needed to take action.

  • Input fields were resized for better readability and accessibility. Labels were made more legible, and placeholders were written to guide user input more effectively.

  • Input fields were resized for better readability and accessibility. Labels were made more legible, and placeholders were written to guide user input more effectively.

  • Related fields like “Quantity” and “Unit” were merged into a single line to reduce cognitive load.

  • Related fields like “Quantity” and “Unit” were merged into a single line to reduce cognitive load.

  • Inputs like Quantity, Price, and Recurring (which don’t require long entries) were grouped on the same row to save space.

  • Inputs like Quantity, Price, and Recurring (which don’t require long entries) were grouped on the same row to save space.

  • The second form page, which was only relevant to advanced users, was turned into a collapsible section. It now appears closed by default and can be expanded if needed—removing the need for multiple pages.

  • The second form page, which was only relevant to advanced users, was turned into a collapsible section. It now appears closed by default and can be expanded if needed—removing the need for multiple pages.

  • The order summary module was made sticky during scroll, so users can easily review their total without navigating back to the top.

  • The order summary module was made sticky during scroll, so users can easily review their total without navigating back to the top.

  • A “Back to Top” button was added to improve navigation in long product lists.

  • A “Back to Top” button was added to improve navigation in long product lists.