Created comprehensive proposal document analyzing how to add product lots with
expiration dates to the InventorySetupStep during onboarding.
Key recommendations:
- Use inline stock entry approach after each ingredient
- Support multiple lots per ingredient with different expiration dates
- Include smart features: auto-suggest expiration, validation warnings
- Phase 1 MVP: basic lot entry with quantity, expiration, supplier
- Phase 2: Multi-lot support
- Phase 3: Smart features and auto-suggestions
Document includes:
- Current state analysis of inventory system
- JTBD alignment with detailed references
- 3 detailed UI/UX options with mockups
- Implementation recommendations with code examples
- Success metrics and risk mitigation
- 4-phase rollout plan
This addresses critical gap where users complete onboarding with zero
actual stock in system, preventing immediate value from FIFO, expiration
alerts, and waste prevention features.
Conducted a thorough Jobs To Be Done analysis for the bakery inventory
setup experience after registration and onboarding. The analysis includes:
- Primary functional job and success criteria
- Emotional and social jobs (confidence, control, competence)
- 4-phase sub-job breakdown (Understanding → Dependencies → Operations → Verification)
- Forces of progress analysis (push, pull, anxiety, habit)
- 6 major barrier categories with code evidence
- 10 prioritized unmet needs
- Recommended solution approach: Guided Bakery Setup Journey
- Success metrics (leading and lagging indicators)
Key findings:
- Users face discovery, cognitive load, and navigation barriers
- No post-onboarding guidance (wizard ends, users are on their own)
- Dependency management not enforced (can create recipes without ingredients)
- Inconsistent modal patterns across different entity types
- No progress tracking or completion indicators
Target user: Bakery owner/employee with limited time and basic computer skills
Recommended approach: Transform scattered modal-based entry into a
continuous guided journey that continues from the onboarding wizard.
