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Dashboard

Tatva Procurement Management Dashboard

A B2B procurement and supplier management dashboard designed to streamline onboarding, inventory tracking, product management, and supply chain operations.

Dashboard DesignSaaS DashboardEnterprise DashboardAdmin DashboardUX Design
Tatva Procurement Management Dashboard - UI/UX design case study by Saurabh Pansari

1. Tatva Procurement Management Dashboard

🧩 Tatva Procurement Management Dashboard

Tatva is a B2B procurement platform created to help organizations manage suppliers, products, and warehouse inventory through a centralized enterprise dashboard.

The system enables procurement teams to onboard suppliers, manage inventory levels, track procurement workflows, and monitor operational performance using structured analytics and data tables.

This project focused on designing a data-driven administrative dashboard that simplifies complex procurement operations while maintaining clarity across large datasets.

πŸ‘¨β€πŸ’» Role

UI/UX Designer

Responsibilities included

β€’ Dashboard UX architecture
β€’ Data visualization layout
β€’ Enterprise table design
β€’ Component based UI system
β€’ Interactive prototype creation

πŸ›  Tools

Designed in Figma
Prototyped using Figma Prototype
Developer handoff using Figma Inspect

2. Project Overview

🌍 Procurement teams operate in environments where supplier relationships, inventory management, and procurement analytics must be handled simultaneously.

In many organizations these workflows are distributed across spreadsheets and disconnected systems, which reduces operational visibility and increases administrative workload.

Tatva was designed as a centralized procurement management platform where organizations can manage supplier onboarding, product catalogs, inventory tracking, and operational insights from one interface.

The dashboard prioritizes clarity, structured data visualization, and efficient administrative workflows so procurement teams can perform daily operations with minimal friction.

3. Problem Statement

⚠ Procurement operations involve managing large volumes of supplier and inventory data.

When handled through fragmented systems, these workflows become inefficient and difficult to track.

πŸ‘€ User pain points

β€’ Supplier onboarding managed through multiple documents
β€’ Inventory tracking across different warehouse systems
β€’ Data heavy dashboards lacking clear visual hierarchy
β€’ Difficulty analyzing procurement performance quickly

β€œManaging suppliers and inventory through spreadsheets makes tracking extremely difficult.”
Procurement operations interview insight

4. Goals & Objectives

🎯 The goal of the Tatva dashboard was to design a centralized enterprise procurement platform that simplifies operational workflows.

✨ Product objectives

β€’ Create a unified procurement management interface
β€’ Simplify supplier onboarding workflows
β€’ Provide operational insights through dashboard analytics
β€’ Design scalable data tables for large datasets
β€’ Improve procurement decision making with visual insights

5. Target Users

πŸ‘₯ Tatva was designed primarily for enterprise teams responsible for procurement and supply chain operations.

πŸ‘¨β€πŸ’Ό Procurement Managers

Responsible for supplier relationships and purchasing decisions.

πŸ“¦ Operations Teams

Manage product inventory, warehouse distribution, and stock monitoring.

πŸ§‘β€πŸ’» Business Administrators

Oversee supplier onboarding, product catalog management, and procurement workflows.

πŸ“Š Business Leaders

Use dashboard analytics to evaluate operational performance and supplier contribution.

6. Product Modules

βš™ The platform is structured into several operational modules that support procurement workflows.

πŸ“Š Dashboard Analytics

Displays operational insights including sales performance, customer activity, and supplier metrics.

🧾 Supplier Onboarding

Allows administrators to register suppliers by collecting company information, compliance documents, and contact details.

πŸ›’ Procurement Management

Tracks procurement workflows and supplier interactions.

πŸ“¦ Product Management

Allows teams to organize products into categories and manage product listings.

🏬 Inventory Management

Tracks stock levels including newly added inventory, sold inventory, and remaining stock.

πŸ“ Warehouse Management

Manages warehouse locations and controls inventory distribution.

7. Information Architecture

🧠 The dashboard follows a structured enterprise layout designed for operational efficiency.

πŸ“ Sidebar Navigation

Provides access to primary modules including

Dashboard
Onboarding
Procurement
Management
Settings

πŸ”Ž Top Navigation

Includes global search, notifications, and user profile access.

πŸ–₯ Workspace Area

Displays analytics dashboards, administrative workflows, and structured data tables depending on the selected module.

8. Design Process

✏ The design process focused on transforming complex procurement workflows into a structured dashboard experience.

1️⃣ Conducted stakeholder discussions to understand procurement workflows.

2️⃣ Mapped supplier onboarding and inventory management flows.

3️⃣ Created low fidelity dashboard wireframes.

4️⃣ Designed high fidelity enterprise UI components.

5️⃣ Tested operational flows through interactive prototypes.

Designed in Figma
Prototyped using Figma

9. Data Visualization

πŸ“Š Enterprise dashboards must transform complex datasets into clear operational insights.

Tatva includes analytics widgets designed to help administrators quickly interpret procurement data.

πŸ“ˆ Sales performance insights
πŸ‘₯ Customer engagement insights
🏭 Supplier contribution analytics

Operational MetricTraditional SystemsTatva Dashboard
Data visibilityLimitedHigh
Decision speedSlowFaster
Workflow clarityFragmentedCentralized

10. Key Screens

πŸ–₯ The platform includes several operational screens designed for enterprise users.

πŸ“Š Dashboard Overview

Displays procurement analytics including supplier activity and sales insights.

🧾 Supplier Management

Structured data table showing onboarded suppliers with filtering and export options.

πŸ“ Supplier Onboarding

Multi step form used to register and verify suppliers.

πŸ“¦ Product Listing

Allows administrators to create product listings with specifications and pricing.

πŸ“Š Inventory Dashboard

Tracks stock levels across warehouses and shows inventory distribution.

🏬 Warehouse Management

Allows organizations to configure warehouse locations and manage inventory allocation.

Key Screens 1
Key Screens 2
Key Screens 3
Key Screens 4
Key Screens 5
Key Screens 6

11. Design Challenges

🚧 Designing enterprise dashboards requires balancing data density and usability.

Key challenges included

β€’ Managing large operational datasets
β€’ Simplifying multi step procurement workflows
β€’ Maintaining visual clarity across complex screens

Enterprise interfaces must present complex operational data without overwhelming users.

12. Key Learnings

πŸ’‘ This project reinforced several principles of enterprise product design.

β€’ Clear information architecture improves usability
β€’ Data visualization enables faster decision making
β€’ Structured data tables improve administrative efficiency
β€’ Scalable UI components support long term platform growth

13. Final Outcome

πŸš€ Tatva provides a centralized procurement management system where organizations can manage suppliers, products, and inventory through a unified dashboard.

By combining operational management tools with analytics insights, the platform improves procurement visibility, operational efficiency, and supply chain decision making.

14. Figma Prototype Embed