One connected system, from the counter
to the back office
One connected system,
from the counter to the back office
One connected system,
from the counter
to the back office
OVERVIEW
I.
Two products covering nearly
the entire business
Two products covering nearly
the entire business
Two products covering nearly
the entire business
ConfirmaPay and the Customer Portal are two
products built for Confirma Software, together
they cover nearly the entire operational
and financial backbone of a restaurants and retail
business. ConfirmaPay is the point-of-sale
software used at checkout. The Customer Portal
gives owners and managers control over
subscriptions across the Confirma product suite,
supplier relationships, reporting, and accounting,
built on revenue data captured by the POS.
ConfirmaPay and the Customer Portal are two
products built for Confirma Software, together they
cover nearly the entire operational and financial
backbone of a restaurants and retail business.
ConfirmaPay is the point-of-sale software used
at checkout. The Customer Portal gives owners
and managers control over subscriptions across
the Confirma product suite, supplier relationships,
reporting, and accounting, built on revenue data
captured by the POS.
ConfirmaPay and the Customer Portal
are two products built for Confirma
Software, together they cover nearly
the entire operational and financial
backbone of a restaurants and retail
business. ConfirmaPay is the point-of-sale
software used at checkout. The Customer
Portal gives owners and managers control
over subscriptions across the Confirma
product suite, supplier relationships,
reporting, and accounting, built on revenue
data captured by the POS.
ConfirmaPay and the Customer Portal are two
products built for Confirma Software, together they
cover nearly the entire operational and financial
backbone of a restaurants and retail business.
ConfirmaPay is the point-of-sale software used
at checkout. The Customer Portal gives owners
and managers control over subscriptions across
the Confirma product suite, supplier relationships,
reporting, and accounting, built on revenue data
captured by the POS.
2
1
Connected products working
as one system
Connected products working
as one system
Connected products
working as one system
Connected products working
as one system
Continuous data pipeline linking the counter
to the back office
Continuous data pipeline linking
the counter to the back office
Continuous data pipeline
linking the counter
to the back office
Continuous data pipeline linking
the counter to the back office
PROBLEM
ii.
Complexity at every level
Complexity
at every level
Complexity at every level
Designing ConfirmaPay and the Customer Portal
required solutions to distinct requirements
within each product, followed by a coherent
presence across both.
Designing ConfirmaPay and the Customer Portal
required solutions to distinct requirements
within each product, followed by a coherent
presence across both.
Designing ConfirmaPay and the Customer
Portal required solutions to distinct
requirements within each product,
followed by a coherent presence
across both.
Designing ConfirmaPay and the Customer Portal
required solutions to distinct requirements
within each product, followed by a coherent
presence across both.
ConfirmaPay has to teach itself
ConfirmaPay has to teach itself
ConfirmaPay has to teach itself
ConfirmaPay has to teach itself
Restaurant and retail staff turnover is notoriously high — new hires are constantly learning
the menu, the register, and whatever POS the location happens to run, and any given shift
might include someone on their first week. ConfirmaPay had to be learnable
within minutes, with no formal training required.
Restaurant and retail staff turnover is notoriously high — new hires
are constantly learning the menu, the register, and whatever POS
the location happens to run, and any given shift might include
someone on their first week. ConfirmaPay had to be learnable
within minutes, with no formal training required.
Restaurant and retail staff turnover is notoriously
high — new hires are constantly learning the menu,
the register, and whatever POS the location
happens to run, and any given shift might include
someone on their first week. ConfirmaPay
had to be learnable within minutes, with no formal
training required.
Restaurant and retail staff turnover is notoriously
high — new hires are constantly learning the menu,
the register, and whatever POS the location happens
to run, and any given shift might include someone
on their first week. ConfirmaPay had to be learnable
within minutes, with no formal training required.
Every action at the register carries real financial weight
Every action at the register carries real
financial weight
Every action at the register
carries real financial weight
Every action at the register carries real
financial weight
A mistaken order, a double charge, or a slow transaction during a rush costs the business
money directly and frustrates customers waiting in line. Speed and accuracy both
had to hold up under pressure, on the first shift as much as the hundredth.
A mistaken order, a double charge, or a slow transaction during a rush
costs the business money directly and frustrates customers waiting
in line. Speed and accuracy both had to hold up under pressure,
on the first shift as much as the hundredth.
A mistaken order, a double charge, or a slow
transaction during a rush costs the business
money directly and frustrates customers waiting
in line. Speed and accuracy both had to hold up
under pressure, on the first shift as much
as the hundredth.
A mistaken order, a double charge, or a slow
transaction during a rush costs the business money
directly and frustrates customers waiting in line.
Speed and accuracy both had to hold up under
pressure, on the first shift as much
as the hundredth.
The Portal carries the functional footprint of several
separate tools
The Portal carries the functional footprint
of several separate tools
The Portal carries
the functional footprint
of several separate tools
The Portal carries the functional
footprint of several separate tools
It consolidates subscriptions across the Confirma product suite, supplier relationships,
reporting, and full accounting in a single place — territory usually split across multiple
dedicated systems. Fitting that much scope into one product carries a real risk
of the experience feeling scattered and undermining the authority an owner needs
when reviewing their numbers.
It consolidates subscriptions across the Confirma product suite,
supplier relationships, reporting, and full accounting in a single
place — territory usually split across multiple dedicated systems.
Fitting that much scope into one product carries a real risk
of the experience feeling scattered and undermining the authority
an owner needs when reviewing their numbers.
It consolidates subscriptions across the Confirma
product suite, supplier relationships, reporting,
and full accounting in a single place — territory
usually split across multiple dedicated systems.
Fitting that much scope into one product carries
a real risk of the experience feeling scattered
and undermining the authority an owner needs
when reviewing their numbers.
It consolidates subscriptions across the Confirma
product suite, supplier relationships, reporting,
and full accounting in a single place — territory
usually split across multiple dedicated systems.
Fitting that much scope into one product carries
a real risk of the experience feeling scattered
and undermining the authority an owner needs
when reviewing their numbers.
An owner and a staff member each experience
the connected system from opposite ends
An owner and a staff member each
experience the connected system from
opposite ends
An owner and a staff member
each experience the connected
system from opposite ends
An owner and a staff member each
experience the connected system from
opposite ends
A person using the Portal and a person using ConfirmaPay rarely see the other product's
interface, yet both are engaging with the same underlying system. Building a coherent
sense of trust and brand across these two distinct contexts of use required each
product to stay true to its own context while still reading as part of one whole.
A person using the Portal and a person using ConfirmaPay rarely see
the other product's interface, yet both are engaging with the same
underlying system. Building a coherent sense of trust and brand
across these two distinct contexts of use required each product
to stay true to its own context while still reading as part of one whole.
A person using the Portal and a person using
ConfirmaPay rarely see the other product's
interface, yet both are engaging with the same
underlying system. Building a coherent sense
of trust and brand across these two distinct
contexts of use required each product to stay
true to its own context while still reading as part
of one whole.
A person using the Portal and a person using
ConfirmaPay rarely see the other product's
interface, yet both are engaging with the same
underlying system. Building a coherent sense
of trust and brand across these two distinct
contexts of use required each product to stay true
to its own context while still reading as part
of one whole.
OUR APPROACH
iii.
Meeting each
product's requirements
Meeting each product's
requirements
ConfirmaPay and the Customer Portal
were designed to meet very different daily
needs, while presenting the two as one
connected system.
ConfirmaPay and the Customer Portal
were designed to meet very different daily needs,
while presenting the two as one connected system.
ConfirmaPay and the Customer Portal
were designed to meet very different daily
needs, while presenting the two as one
connected system.
ConfirmaPay and the Customer Portal
were designed to meet very different daily needs,
while presenting the two as one connected system.
Built to be learnable within minutes
Built to be learnable within minutes
Built to be learnable
within minutes
Built to be learnable
within minutes
ConfirmaPay draws on patterns familiar from a physical point-of-sale terminal —
large touch targets, items grouped into visible categories, and a keypad laid out
the way a register would be — so new staff recognize the logic on sight.
ConfirmaPay draws on patterns familiar from a physical point-
of-sale terminal — large touch targets, items grouped into
visible categories, and a keypad laid out the way a register
would be — so new staff recognize the logic on sight.
ConfirmaPay draws on patterns familiar
from a physical point-of-sale terminal —
large touch targets, items grouped
into visible categories, and a keypad laid out
the way a register would be — so new staff
recognize the logic on sight.
ConfirmaPay draws on patterns familiar
from a physical point-of-sale terminal —
large touch targets, items grouped
into visible categories, and a keypad laid out
the way a register would be — so new staff
recognize the logic on sight.
Clear feedback built into every core action
Clear feedback built into every
core action
Clear feedback built into
every core action
Clear feedback built into every
core action
Every action gives immediate, visible confirmation, paired with a simple way
to correct a mistake before it reaches the customer's card or the register drawer.
This keeps accuracy consistent through the busiest rushes.
Every action gives immediate, visible confirmation, paired
with a simple way to correct a mistake before it reaches
the customer's card or the register drawer. This keeps
accuracy consistent through the busiest rushes.
Every action gives immediate, visible
confirmation, paired with a simple way
to correct a mistake before it reaches
the customer's card or the register drawer.
This keeps accuracy consistent through
the busiest rushes.
Every action gives immediate, visible
confirmation, paired with a simple way
to correct a mistake before it reaches
the customer's card or the register drawer.
This keeps accuracy consistent through
the busiest rushes.
Scope organized into clearly bounded areas
Scope organized into clearly
bounded areas
Scope organized into clearly
bounded areas
Scope organized into clearly
bounded areas
The Portal's breadth — subscriptions, suppliers, reports, accounting —
was organized into distinct areas, each kept to its own space. Depth is available
the moment a user needs it, and each area stays focused on its own purpose.
The Portal's breadth — subscriptions, suppliers, reports,
accounting — was organized into distinct areas, each kept
to its own space. Depth is available the moment a user needs
it, and each area stays focused on its own purpose.
The Portal's breadth — subscriptions,
suppliers, reports, accounting —
was organized into distinct areas, each kept
to its own space. Depth is available
the moment a user needs it, and each area
stays focused on its own purpose.
The Portal's breadth — subscriptions,
suppliers, reports, accounting —
was organized into distinct areas, each kept
to its own space. Depth is available
the moment a user needs it, and each area
stays focused on its own purpose.
Consistency carried through tone and structure
Consistency carried through tone
and structure
Consistency carried through
tone and structure
Consistency carried through tone
and structure
Alignment across the two products was built through consistent language,
information hierarchy, and interaction logic — how confirmations read, how choices
are presented, how information is prioritized. A user moving from the counter
to the back office recognizes the same company at work in both places.
Alignment across the two products was built through
consistent language, information hierarchy, and interaction
logic — how confirmations read, how choices are presented,
how information is prioritized. A user moving from the counter
to the back office recognizes the same company at work
in both places.
Alignment across the two products was built
through consistent language, information
hierarchy, and interaction logic —
how confirmations read, how choices
are presented, how information is prioritized.
A user moving from the counter to the back
office recognizes the same company
at work in both places.
Alignment across the two products
was built through consistent language,
information hierarchy, and interaction
logic — how confirmations read, how choices
are presented, how information is prioritized.
A user moving from the counter to the back
office recognizes the same company at work
in both places.
RESULTS
iv.
One connected system
One connected system
2
Connected products, 1 unified system. A point-of-sale tool built
to be learned within minutes by staff who may not stay past a season,
paired with a multi-product customer portal built for owners who require
depth and precision — designed together as one system from the outset.
Connected products, 1 unified system. A point-of-sale
tool built to be learned within minutes by staff who may
not stay past a season, paired with a multi-product
customer portal built for owners who require depth
and precision — designed together as one system from
the outset.
Connected products, 1 unified system.
A point-of-sale tool built to be learned
within minutes by staff who may not stay
past a season, paired with a multi-
product customer portal built for owners
who require depth and precision —
designed together as one system
from the outset.
Connected products, 1 unified system.
A point-of-sale tool built to be learned
within minutes by staff who may not stay
past a season, paired with a multi-product
customer portal built for owners
who require depth and precision —
designed together as one system
from the outset.
1
Continuous data pipeline, designed end-to-end. POS activity flows directly
into portal analytics as a single designed pipeline, from the moment of sale
to the report an owner reviews, eliminating the need for manual
reconciliation between the two systems.
Continuous data pipeline, designed end-to-end. POS
activity flows directly into portal analytics as a single
designed pipeline, from the moment of sale
to the report an owner reviews, eliminating the need
for manual reconciliation between the two systems.
Continuous data pipeline, designed end-
to-end. POS activity flows directly
into portal analytics as a single designed
pipeline, from the moment of sale
to the report an owner reviews,
eliminating the need for manual
reconciliation between the two systems.
Continuous data pipeline, designed end-
to-end. POS activity flows directly
into portal analytics as a single designed
pipeline, from the moment of sale
to the report an owner reviews, eliminating
the need for manual reconciliation
between the two systems.
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