June 22, 2024

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Web Design

UX

UI

8 min read

Proving Modernization was possible

Navigating constraints to redesign SureCost's core experience fast.

6 Weeks

1 Designer

1 Product Manager

1 Senior Developer

1 QA Engineer

SureCost is a decade-old SaaS procurement platform for pharmacies. When I joined, the interface was outdated, relied on stale data that required manual refreshes, and had no visual hierarchy. Everything on the page was shouting for attention at once.

The company wanted to modernize, but didn't know if it was feasible. Leadership asked: Can we actually do this?

I had 6 weeks to prove we could.

The Problem

The platform looked outdated and required too many clicks, blocking deals and eroding user confidence.

www.surecost.com

www.surecost.com

www.surecost.com

www.surecost.com

The Solution

Redesigned core pages with live data, clear hierarchy, and modular dashboards to prove modernization was possible.

Constraints

Preserve Existing Workflows - SureCost wasn’t ready for new flows; the goal was to “paint the walls,” improving the UI without overhauling functionality.

No User Research - The organization had never had a UX designer and didn't know where to start. With a tight deadline, I made the cost of assumptions clear but moved forward without formal research.

Legacy Automations - One of the largest US retailers had automations tied to our old interface. We had to preserve their workflows while modernizing the experience.

Accessibility Requirements - Designed within WCAG 2.1 Level AA standards to ensure the modernized interface remained accessible to all pharmacy staff.

How I Solved It

Purchase Manager & Inventory Manager were the outcome of a highly collaborative project. Working closely with development and product, as well as the CEO & CPO, I developed a robust design system that would house all the new elements within Purchase and Inventory Manager.

Design system

I built the design system from scratch with accessibility as a foundation. I established color contrast ratios that meet WCAG 2.1 Level AA standards, keyboard navigation patterns for power users, and semantic component structures that scale across all redesigned pages. This provided engineers with a reusable library that reduced development time and ensured consistency throughout the modernization process.

rapid iteration with stakeholders

I sketched concepts and ran them by the CEO, CPO, and internal SMEs for fast alignment. Once we agreed on direction, I moved to high fidelity and mapped out every workflow.

Then QA started finding issues. Settings toggled on or off were hiding elements I hadn't accounted for. A visualization didn't match calculations elsewhere on the screen. We had to remove the total from a donut chart to avoid confusion. This cycle repeated for weeks, slowing us down substantially.

Inventory Manager

Purchase Manager

Purchase Manager

The Smarter Purchasing Solution

Real-time purchasing data, interactive elements, and prioritized work.

Visualized Purchasing

Powered with real-time data that you can include or exclude.

Order Alerts

Real-time, actionable alerts help users prioritize work.

Order Modal

Reduce cognitive load to create a configurable order.

Toggle Data Sets

View dollar purchases and quantity of orders placed in one click.

Purchase Manager

The Smarter Purchasing Solution

Real-time purchasing data, interactive elements, and prioritized work.

Visualized Purchasing Data

Powered with real-time data that you can include or exclude.

Order Alerts

Real-time, actionable alerts help users prioritize work.

Order Modal

Reduce cognitive load to create a configurable order.

Toggle Data Sets

View dollar purchases and quantity of orders placed in one click.

Inventory Manager

Purchase Manager

Purchase Manager

The Smarter Purchasing Solution

Real-time purchasing data, interactive elements, and prioritized work.

Visualized Purchasing

Powered with real-time data that you can include or exclude.

Order Alerts

Real-time, actionable alerts help users prioritize work.

Order Modal

Reduce cognitive load to create a configurable order.

Toggle Data Sets

View dollar purchases and quantity of orders placed in one click.

Inventory Manager

Optimizing Inventory Levels

Confirm inventory, manage inventory valuation, and import dispensing data.

Confirm Inventory Items

View daily cycle counts and target goals to keep inventory accurate.

Import Dispense Data

Manually import data from your Pharmacy Management System.

Manage Inventory Valuation

Evaluate your inventory valuation over time to make corrections and changes.

Inventory Manager

Optimizing Inventory Levels

Confirm inventory, manage inventory valuation, and import dispensing data.

Confirm Inventory Items

View daily cycle counts and target goals to keep inventory accurate.

Import Dispense Data

Manually import data from your Pharmacy Management System.

Manage Inventory Valuation

Evaluate your inventory valuation over time to make corrections and changes.

Challenges

Mid-development, leadership wanted a page-wide date filter instead of per-widget filtering. This simplified corporation-level logic but created complexity at lower levels. I proposed a compromise: corporation, region, and pharmacy views would have page-wide filters, while department views would keep per-widget filtering to avoid confusing task-based users. Leadership aligned, and we retrofitted the design.

We also lost user customization due to technical constraints. The system had no per-user settings anywhere, and building it would be a huge lift. We planned it for future improvements.

Legacy Systems

The largest US retailer had automations tied to the old interface. Changing the UI would break their workflows. I added a "table view" button that let users (and their automations) switch back to the old layout with one extra click. The retailer was extremely happy they didn't have to rebuild their systems.

Impact

Outcomes

Launched in February 2024. The redesign enabled the React migration to continue and increased sales team confidence in demos, helping close more deals.


Leadership called it transformative:

“...the most transformative project for SureCost in the next 12 months.” - David Wagner, CEO

“This is the first reveal I've attended as a product manager where the reception was ‘Wow, just a couple of tweaks.’” - Dickinson Merrin, Director of Product Management

Customers were excited about the new UI and eager to see what was coming next. This work proved SureCost could modernize, unlocking future investments in strategic UX.

Retrospective

This project taught me how to ship under pressure without user research, and the cost of doing so. The weeks of QA iteration could have been avoided with upfront validation. I also learned that modular, configurable systems sound great in theory but require technical infrastructure that may not exist yet.

If I could revisit this, I'd push harder for at least lightweight user interviews before wireframing, even if it meant compressing the design phase. I'd also advocate for a phased rollout to validate assumptions with real users before committing to a full redesign.

Purchase Manager and Inventory Manager have launched in SureCost as of February, 2024

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