Role
UI/UX Designer
Duration
1 Sprint (2 weeks)
Tools
Adobe Xd
Team
2 front-end developer, 2 back-end developers, product manager
Type
Company project (Avenews)

Bulk Import

Feature — Avenews platform
Avenews provides a platform for managing the SME agribusiness owners' entire trade operations in one place including farmers details, invoices, purchase orders, and payments. SME Agribusiness owners are the main users of Avenews. SMEs usually have hundreds of farmers to manage, therefore a single entry upload feature didn't fully fulfill users' needs.

Problem

Knowing that Agribusinesses have hundreds of farmers they work with and they are the corner stone of their business, the current system doesn’t accommodate their needs as it provides only a single farmer uploader, and adding farmers one by one was a hassle. Thus, users were leaving Avenews and continue using their old fashion way of managing their business. 

Research & Analysis

We (the product team) conducted a brainstorming session about what could solve the above-mentioned problem in a very short time. We reached a consensus on developing a bulk import feature. The next step was to research how bulk import works. We researched several platforms on how they do it UX wise and read some articles to understand the technical complexity of this feature.

Research key findings:-

  • A most common method used in bulk import is upload through CSV file upload.
  • The system provides the user with a sample CSV file that he/she needs to download. Users need to fill all the details in the corresponding column. Each row represents one entry in the system.
  • The user need to save that file and re-upload it.
  • Next, the system shows any errors occurred in the upload. Errors can be empty fields, wrong data, and duplicate data. Many platforms provides report file (a CSV file) that highlights the issues.
  • If all validations pass the uploaded will be shown to the user in the intended module.
  • There’s a plug-and-play product like flatfile that offers easy to use data import feature, but the costing is too high.

Scoping and defining MVP:-

Since we had only 2 weeks to ship a solution for the above-mentioned user problem, we decided to build an MVP that consists of the following:-

  • File uploader with drag & drop capability.
  • The user can upload multiple files of the following types — Excel, CSV, Docx, PNG, JPEG and maximum file size of 16 MB.
  • The user should be able to delete uploaded files.
  • After the user submits the files he/she wants to digitize, the avenews customer success receives an email about the user request with the relevant files. The customer success team was in charge of transferring the uploaded files into a format that the backend team can use and automatically upload the data to the user’s account.

Solution
& Key Screens

Outcomes

The team managed to ship this feature on time.
11,000+ Farmers entries added to our database.

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