Fello IMS

Year
2024
Role
UI/UX design
Platform
Desktop web app, internal tool
Fello IMS

Fello rents thousands of iPads and POS kits to events through partners like Square, Shopify and Eventbrite. I designed the internal system that runs it all.

Fello, formerly Flying Connected, is a New Jersey company that rents preconfigured iPads, card readers and point-of-sale kits for events, pop-ups and fundraisers, delivered ready to sell.

Fello IMS is where its sales, warehouse and returns teams work all day: orders, inventory, partner storefronts and team permissions, in one place.

Design process

Untangling operations into one clear system.

01

Discover

  • Ops & warehouse workflows
  • Audit of the old IMS
02

Structure

  • Information architecture: 4 modules
03

Design

  • Table, form & history patterns
  • Orders, inventory, sites, users
04

Scale

  • Bulk tools
  • Roles & permissions
05

Handoff

  • Component specs
  • Dev handoff

The challenge

Thousands of devices, a dozen storefronts, one team.

Every rental touches sales, the warehouse and returns. Orders arrive from partner sites like Square and Shopify, devices need the right data plans and accessories, and every change has to be traceable.

Design goals

1

One order, one page.

Reservation, fulfillment, shipping and attachments in a single view.

2

Inventory at scale.

Track every iPad by barcode, serial and IMEI, and edit hundreds at once.

3

Control every storefront.

Products, pricing, services and sections per partner site.

4

Right access for each role.

Granular permissions for sales, warehouse, returns and admins.

5

Nothing changes silently.

A history log on every order, product, service and user.

How might we

give a fast-moving ops team one place to sell, ship and track thousands of rental devices without mistakes?

Who we designed for

Three teams, one tool.

Proto-personas based on the roles that use the IMS every day.

OM

Sales & ops

The order manager

Handles partner and direct orders

Builds quotes, edits reservations and sends payment links all day.

Needs

  • Edit orders fast
  • Payment links & promo codes
  • Order status at a glance

Pain points

  • Jumping between tools
  • Hunting for order changes
FT

Warehouse

The fulfillment tech

Preps, ships and checks devices in

Assigns real devices to orders, scans barcodes and checks hardware back in.

Needs

  • Assign models to products
  • Bulk-scan and edit items
  • Clear tech notes

Pain points

  • Manual data entry
  • Wrong data plans on devices
AD

Admin

The system owner

Manages sites, products and team

Sets up partner storefronts, pricing and who can do what.

Needs

  • Per-site pricing & rules
  • Role permissions
  • An audit trail

Pain points

  • Duplicate setup work
  • No record of who changed what

Information architecture

Four modules that map to how the business works.

Everything the team does lives in one of four places, and every module uses the same list, detail and history pages.

Fello IMS
Orders
  • Orders list
  • Order details
  • Reservation
  • Fulfillment
  • Shipping
  • History log
Inventory
  • Items
  • Models
  • Bulk import
  • Bulk edit
  • Model rules
Sites control
  • Products
  • Services
  • Content pages
  • Sections
  • Promo codes
IMS users
  • Users
  • User details
  • Roles & permissions
  • Users history

Rental flow

From the order to the devices coming back.

The path every rental takes through the system, and the team that owns each part.

01 Sales

  1. Order from a partner site or sales
  2. Orders list: status, dates, delivery
  3. Order details: reservation & payment
  4. Payment linkPromo code
  5. Order confirmed

02 Warehouse

  1. Fulfillment
  2. Assign real models & data plans
  3. Model in stock?
    YesCheck devices outNoModel rule swaps in a fallback
  4. Ship with tracking

03 Returns

  1. Event ends
  2. Scan devices back in
  3. Status: returned
  4. Every change saved to the history log

Visual system

Dense data, easy on the eyes.

The team lives in this tool all day. A soft grey canvas, Montserrat for clear numbers, and Fello’s amber kept for navigation and the next action.

Fello amber#F39C12Nav · primary links
Coral#FC6F6FSave · add · create
Ink#2B2B35Text · headers
Lavender grey#EEEEF5Top bar · table heads
Green#2E9E62Success · progress
Aa

Montserrat · for clear numbers

SQ36146 · x25 iPad mini

Processing · Shipped · Returned

Updated by Courtney, 10:42 AM: tech note added

Components

Status colours that carry meaning
Status colours that carry meaning
Primary actions in coral, top right
Primary actions in coral, top right
History log: who changed what, and when
History log: who changed what, and when
Clear result states after bulk work
Clear result states after bulk work
Permission card: view, edit and action rights per page
Permission card: view, edit and action rights per page

Final product

One system, from order to check-in.

A walkthrough of the IMS, following a rental from the moment it’s ordered to the moment the devices come back.

01 Orders

Every order at a glance.

Orders from Fello, Square, Shopify, Eventbrite and more land in one list. Colour-coded statuses, rental dates and delivery methods make the day’s work obvious.

fello ims
Orders list

02 Order details

The whole rental on one page.

General info, reservation, fulfillment, shipping and attachments, each in its own card. View mode stays clean, and edit mode turns every field into a form.

fello ims
Order details

03 Inventory

Track every device by barcode, serial and IMEI.

Items and models share one table pattern: searchable columns, filters and bulk actions, so huge lists stay quick to scan.

fello ims
Inventory items

04 Bulk import

Hundreds of devices, added in one upload.

Upload a CSV with the rules spelled out up front, then review and fix flagged rows before anything is saved.

fello ims
Bulk import review

05 Bulk edit

Scan, then edit everything at once.

Scan barcodes or paste serials, IMEIs or phone numbers, then update shared fields for every scanned device.

fello ims
Bulk edit
fello ims
Model rules

06 Products & pricing

Every partner site, its own prices.

Products are set up per storefront with a days-by-quantity pricing grid, bundled pricing and visibility controls.

fello ims
Product pricing

07 Services

Insurance, data and setup, configured once.

Services like LTE data, MDM, shipping and damage insurance can be per order or per product, with price variations and linked models.

fello ims
Service setup

08 Users & roles

Everyone sees exactly what they need.

Roles for admin, manager, sales, outgoing, returns, reports and payments, each with view, edit and action rights per page.

fello ims
Roles and permissions

09 History everywhere

Nothing changes without a trace.

Orders, products, services, models and users all keep a searchable history: who changed what, when, and from what to what.

fello ims
Order history log

One system behind Square’s and Shopify’s hardware rentals.

12+partner storefronts managed
25+screens designed
4core modules
7team roles with custom permissions

Next project

Deeployed
Deeployed