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When everyone was asking "how do we use AI", the most important decision in this project was proving we didn't need it here

Product Design · May – Jul 2026 · Requirement scoping, flow design, prototyping

Handwritten orders from a trade-show booth had to go through several manual steps back at the office — re-typing, sorting by ship date, importing in batches. Wrapping up a big show could drag on for days, and every pair of hands the order passed through was another chance for an error. As PM, I didn't just run with ops' proposal ("a chatbot plus computer-use automation"); I asked one level up: why does the import step exist at all? The answer: customers had no way to order themselves. So I proposed the opposite — customers scan a QR and order, staff import in one click — one form, and the whole problem is gone. AI stayed only in the single step of the flow where it actually fits.

32 days → 1 afternoon Import span: old flow scattered over 32 days, new flow one afternoon
0 Post-show main batch, imported within an hour
0 Handwriting and re-typing
171 vs 43 Measured sample: new show vs old show
EXHIBITION QUICK ORDER USE AI WHERE ONLY AI FITS PROPOSED AI EVERYWHERE LINE CHATBOT SHOPPING EXCEL → COMPUTER USE → ADMIN AUTO-ENTRY SHIPPED A FORM CUSTOMER SCANS QR, FILLS IT OPS: ONE-CLICK IMPORT 0 HANDWRITTEN ORDERS · 0 RE-TYPING · AI KEPT FOR EXACTLY 1 STEP THE FIRST QUESTION ISN'T “HOW DO WE USE AI” — IT'S “SHOULD THIS STEP EXIST AT ALL”
BOOTH DAY, BEFORE EVERY ORDER, FOUR HUMAN PASSES HANDWRITTEN AT THE BOOTH RE-TYPED INTO EXCEL SORTED BY SHIP DATE SPLIT INTO BATCHES IMPORTED BATCH BY BATCH, DAY BY DAY OLD IMPORT: SHIP DATE = THE DAY YOU IMPORT — SO TIMING WAS DONE BY HAND THE OFFICIAL SITE COULDN'T CATCH THIS: SHOW PRICING · NO LOYALTY ACCRUAL · CUSTOMER-CHOSEN SHIP DATES

CHALLENGE 01

The website couldn't take these orders — so where should they go?

The company runs booths at physical trade shows, and customers at the booth have always ordered by hand — not because anyone likes handwriting, but because there was no self-service way to order on site, the crowd comes in waves, and staff just take orders the fastest way they can.

You might ask: why not just have customers open the website and order there? That was the first thing I checked when scoping, and the conclusion was that the site genuinely couldn't take it, for three reasons:

  • Different prices. Show prices are lower than web prices, and one product can't carry two prices.
  • Rewards mustn't accumulate. Ops didn't want show customers earning loyalty points or annual-spend credit — they're short-term event customers, and counting them in would pollute member tiers and reward-cost calculations.
  • Ship dates are fixed. On the site one SKU maps to one ship date and customers can't pick a delivery date — but a delivery date of their choosing is exactly what show customers want.

So my solution was to give the show its own separate entry point: event-specific prices and bundles, no loyalty or annual-spend accrual, and a ship date that follows the customer.

CHALLENGE 02

Where did the manual work before import come from?

After the booth closes, handwritten orders get re-typed into Excel. You might ask again: can't Excel go straight in through the back office's import feature? It can — but there's a manual step stuck in front of it: the ship date. The old import feature set "ship-from date" to the moment of import, so ops had to sort the ship dates by hand, split the whole show's orders into groups, work out the dates and import each group on its own day.

One order: written once, re-typed once, sorted once, batch-imported once. Post-show wrap-up regularly ate several days, and every pair of hands was a chance for error. The new design pulls that manual step out at the root: customers pick a delivery date (or a shipping window) when they order, and import writes it straight into the real ship-date field — ops no longer has to use "when do I import" to engineer a ship date, and the whole batch goes in at once.

CHALLENGE 03

An all-AI proposal — should we just build it?

The mood at the company was: the boss wanted everyone to think about how AI could solve their own workflows. Nothing wrong with the direction — plenty of processes really were rescued by AI. So ops' first proposal (they wrote a proper planning doc) looked like this: let customers shop conversationally inside LINE, collect the conversation into a form to replace paper; then use computer use to have AI read the Excel and click through the back office like a human, creating the orders automatically.

In fairness, it was an imaginative proposal and it answered the boss's brief exactly. But looking at the flow diagram I noticed something: every segment of the pipeline was moving data we already had.

As PM, the question I asked wasn't "is this AI plan feasible" but one level up: why does the import step exist? It exists because customers have no way to order themselves, so the data can only travel by paper, by Excel, by human hands. Give the customer an entry point and the whole relay chain disappears — no chatbot needed to collect a form (the form is the form), no AI needed to read Excel (there's no Excel), and certainly no computer use to click the back office (the system just creates the order).

Two more layers down:

  • Conversational shopping is slower than a form. Show customers want to order in thirty seconds and walk away; a question-and-answer bot moves the experience backwards.
  • Creating orders via computer use hands a deterministic job to a probabilistic system. There's existing code to create orders. Having AI "simulate a human clicking a mouse" is walking a tightrope when there's a staircase right there — and one mistake is a real order.

The most expensive mistake of the AI era is using AI to automate a step that shouldn't exist. First ask whether the step should exist at all, then ask whether to use AI.

My alternative fits in one sentence: if the endpoint is always an import, build a quick-order feature — customers fill it in themselves, staff import in one click, no AI required. The boss heard it and picked this route.

PROPOSAL V1: AI EVERYWHERE THE BOSS ASKED EVERYONE TO THINK IN AI LINE CHATBOT “SHOP BY CHAT” COLLECTED FORMS / EXCEL AI COMPUTER USE CLICKS THE ADMIN ORDERS FOUR HOPS, TWO AI SYSTEMS, ONE PROBABILISTIC CLICKER — TO MOVE DATA WE ALREADY HAD
THE QUESTION I ASKED INSTEAD WHY DOES THE IMPORT STEP EXIST? “HOW DO WE AUTOMATE THE RE-TYPING?” “WHY IS ANYONE RE-TYPING AT ALL?” AUTOMATE THE SYMPTOM REMOVE THE ROOT: LET CUSTOMERS ENTER THEIR OWN ORDERS THE MOST EXPENSIVE AI MISTAKE: AUTOMATING A STEP THAT SHOULDN'T EXIST

DESIGN FEATURES

Design features of the three screens

Reuse the existing order-creation code, don't rewrite it — the system already knows how to create orders; we're just giving it a new door. The whole feature is three screens:

01 Customer order page — thirty seconds and you're done.

Mobile first: scan the booth QR, enter the event code, pick a bundle, choose a delivery date (or shipping window) directly. Temperature-zone guardrails live at the source: a bundle that mixes temperature zones simply can't be listed (checked once when the product is entered, again on listing) — instead of discovering at shipping time that the order has to be split.

02 Event settings page — one show, one event.

Bundles, show-only prices, and event start/end dates that directly switch the order page on and off; one shared URL plus a dedicated QR per event.

03 Event order management — money's status never runs ahead of reality.

What customers submit is a draft order, unpaid by default — the existing corporate-import feature defaults to paid, and this deliberately flips it: the show collects payment on site, and ops only switches an order to paid after the card has actually been swiped. Once confirmed, drafts are batch-imported as real orders. A 28-column export fallback is kept alongside — if the automatic import ever breaks, ops can export a file and upload it manually. Automation needs an exit.

During planning I used AI to build two clickable HTML prototypes (the customer order page and the back-office settings page). The meeting wasn't a slide deck — we walked the flow live. Every open question was ticked off against the prototype, and the requirements converged in a single session.

WHAT SHIPPED THREE PAGES, ZERO RE-TYPING CUSTOMER SCANS QR · FILLS FORM HOLDING AREA DEFAULT: UNPAID PAID ON-SITE → TOGGLE TO PAID ONE-CLICK IMPORT REUSES THE EXISTING ORDER-CREATION SERVICE — NO REWRITE TEMPERATURE-LAYER GUARD: MIXED-LAYER BUNDLES CAN'T BE LISTED AT ALL UNPAID BY DEFAULT — THE OPPOSITE OF THE OLD IMPORT, BY DESIGN BACKUP PATH KEPT: 28-COLUMN EXPORT FOR MANUAL UPLOAD IF AUTOMATION EVER BREAKS

WHERE AI FITS

Kept in the one step where it belongs

This project isn't "anti-AI" — the proof is that there's one step where I actively chose AI: orders for FamilyMart frozen pickup. FamilyMart store selection is time-sensitive and has no batch API, so there is no deterministic automation path for this step. For those orders we taught ops to use computer use, letting AI select the store and create each order the way a human would — the only stretch of the whole flow that only AI can automate.

The test was never "AI or not". It's this: deterministic processes go to code, probabilistic judgement goes to AI. This project has both, each in its place.

WHERE AI STAYED EXACTLY ONE STEP EVERY OTHER STEP DETERMINISTIC CODE BATCH IMPORT FAMILYMART STORE PICK SELECTION EXPIRES · NO BATCH API → AI COMPUTER USE, ONE ORDER AT A TIME NOT “NO AI” — AI EXACTLY WHERE NO DETERMINISTIC PATH EXISTS

RESULTS

Measured comparison of two shows, old flow and new

Ops' feedback was "import time dropped dramatically" — and I didn't want to leave it at an adjective, so I pulled the orders from both shows out of the production database by timestamp and compared them.

Old flow, measured (2025 autumn baby-and-maternity expo, a large show): 171 orders, with import actions scattered across 32 different days, dragging from early October to late December — nearly three months. The cause is the mechanism described above: ship date = import date, so every batch had to wait until its ship day and for someone to remember to import it. The data matches the pattern exactly: each import date's corresponding ship date is almost always the same or next day. And that excludes the post-show work of getting handwritten orders into Excel — ops estimated about two days.

New flow, first outing (2026 World Trade Center vegetarian expo, first time exhibiting, smaller volume): 43 orders, zero handwriting, zero re-typing. The post-show main batch of 36 went in during one afternoon in about an hour, peaking at 25 orders in 5 minutes; orders with different ship dates in the same batch (including one shipping six days out) all went in together; stragglers during the show were imported the same day and shipped the next. Nothing anyone had to "remember".

The two shows differ in scale, so this isn't yet a like-for-like comparison — that comes in October: the 2026 autumn baby-and-maternity expo will be the new flow's first large show, a direct comparison at the 171-order level, and the results will be added here.

(Definitions: both shows' numbers come from production database timestamps; the "about two days" of post-show sorting is ops' estimate.)

OLD FLOW vs NEW FLOW BOTH MEASURED FROM PRODUCTION TIMESTAMPS 2025 MOM & BABY EXPO · OLD FLOW 171 ORDERS 32 IMPORT DAYS ~3 MONTHS OF “REMEMBER TO IMPORT” 2026 VEGGIE EXPO · NEW FLOW · FIRST-TIME SHOW, SMALLER 43 ORDERS 36 IN ~1 HR 25 IN 5 MIN MIXED SHIP DATES, ONE BATCH · 0 REMEMBERING LIKE-FOR-LIKE TEST COMES IN OCTOBER — THE NEXT MOM & BABY EXPO RUNS ON THE NEW FLOW

REFLECTION

What this project recalibrated for the team

For me the biggest value of this project isn't the feature, it's that it recalibrated something for the team: when the boss asks "how do we use AI", the PM's job isn't to rush an answer, it's to first check whether the problem deserves to exist. Ops later started saying it themselves — "this part just needs a form, that part is where AI belongs" — and that judgement is worth more than any single feature.

STACK

Stack

Existing order-creation service reused (no rewrite), automatic temperature-zone detection and order splitting, event draft table, 28-column export fallback, computer use (FamilyMart store selection only). Prototypes were two clickable HTML pages.

I owned flow design, requirement scoping, prototyping and UAT; the three screens were built by the engineering team.

HOW IT WAS BUILT EXISTING ORDER SERVICE · REUSED HTML PROTOTYPES ×2 TEMPERATURE AUTO-SPLIT LOGIC COMPUTER USE (ONE STEP ONLY) PM: FLOW DESIGN · SPEC · PROTOTYPES · UAT — ENGINEERING: THE THREE PAGES