RxFlow : Operations Management

Product | Operations | B2B Order Fulfilment Platform

Product Strategy

Product Management

Product Design

User Research

UX Testing

Workflow Optimization

Product

Web App

Role

Founding Product

Designer / Manager

Time Duration

6 Months

Description

In pharma retail, a mishandled order isn't just a logistics problem, it's a compliance risk and a patient impact. RxFlow brings structure to a workflow that most distributors still manage through tribal knowledge and spreadsheets: automatic priority scoring, a live fulfillment pipeline, and a compliance-aware order detail that puts the right information in front of the right person at the right moment.

Insight

Pharmaceutical retailers managing OTC products, medical devices, and controlled substances face an operationally fragmented order pipeline.

Insight

Research Insights & Design Implications

Order prioritization is entirely tribal

>>

Design
Implication

Priority must be computed and visible on every order, not held in someone's head. The scoring logic needs to be transparent enough that a new hire can understand why Order A comes before Order B without being told.

Controlled substances create disproportionate friction

>>

Design
Implication

Controlled substance orders need a dedicated Compliance Check stage in the pipeline with CDSCO status surfaced directly in the order detail not in a separate tool. The system must make compliance visible, not just auditable after the fact.

Sales reps operate completely blind

>>

Design
Implication

Sales reps need a read-only, account-centric order view that shows live pipeline status without giving them access to fulfillment operations. The view must be designed around their mental model by account, not by order stage.

Reports must be generated from the platform's own data and not transcribed from hauler documents. The process must enforce completeness and reconciliation (line items must sum to reported totals) before export. Report history must be versioned and auditable.

Stock visibility arrives too late

>>

Design
Implication

Stock status must be surfaced at the order level on the card, in the queue, in the detail view so that procurement and fulfillment see the risk at the same moment, not sequentially.

Multi-channel order intake creates invisible work

>>

Design
Implication

The intake layer must normalize all order sources into a single queue. Channel of origin should be recorded and visible for audit purposes, but not create different workflows for staff.

Feature Development & User Flows

Research findings mapped directly to five core feature areas. Each feature was developed through collaborative workshops with user representatives, followed by low-fidelity prototyping and two rounds of usability testing before final design.

Prioritized Action List

Order Detail with Fulfillment Stepper

Kanban Pipeline Board

Overview of Numbers

ROI & Metrics

The following projections are based on baseline data collected during research (diary study, interviews, and operational records provided by the facility) combined with measured outcomes from usability testing. Post-launch tracking will validate these projections over a 6-month measurement period.

Projected Outcomes: 6 Months Post-Launch

40%

reduction in SLA breach rate

to generate a compliance report

(platform-generated)

35 min

recovered per fulfillment staff member per shift

recovered per fulfillment staff member per shift

< 1 hr

stock risk notification lag (down from 6.4 hrs)

stock risk notification lag (down from 6.4 hrs)

70%

reduction in internal order status calls from sales team

reduction in internal order status calls from sales team

Next Steps

Mobile companion app (iOS) for fulfillment staff

to generate a compliance report

(platform-generated)

Multi-facility portfolio view

Multi-facility portfolio view

Carrier API integration (FedEx, UPS) for outbound tracking

Carrier API integration (FedEx, UPS) for outbound tracking

ERP connector — inventory sync for stock status

ERP connector — inventory sync for stock status

Automated SLA escalation notifications

Automated SLA escalation notifications

Demand forecasting integration

Demand forecasting integration

Logo

Copyright 2026, Manasi Dushyant Mehta
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