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Peter Uzzi

Product + Design Leader

  • About
  • Work

Expanding Clover’s reach to Enterprise

Clover multi-location background

Clover’s legacy multi-location functionality trailed in the market and lacked feature parity with competitors. The outdated multi-location tools forced merchants to juggle two separate platforms, creating a frustrating and inefficient experience. To solve this, we innovated fresh capabilities and unified everything into a single, modern, and scalable platform by redesigning core navigation, creating a new franchise content architecture, and redefining core workflows like inventory and employee management. The faster, more intuitive solution now supports hundreds of thousands of merchants across all business sizes.

Role: Design Lead
Contributions: Systems Design, UI Design, Prototyping, Product Strategy, UX Research, Executive Storytelling
Team: Senior Product Designer, Product Designer, UX Researcher, Product Manager, Engineering team
Timeline: 12 months
Milestones: Discovery, UX Research, UX Interviews, Design, Pilot launch, Validation testing

 

The Challenge

I led a year-long redesign of Clover’s core web dashboard to retain high-value SMBs, reduce costs, and attract enterprise franchises. The challenge wasn’t just achieving feature parity—it was identifying and solving core user pain points, like managing multiple accounts, navigating inconsistent patterns across tools (e.g. inventory and employee management), and addressing poor search and bulk editing across locations. I also aligned multiple product and design teams to address these systemic issues. As Principal Product Designer, I focused on uniting teams around a shared vision, staying zoomed out, and ensuring we solved the right problems with meaningful user impact.

 

The legacy architecture forced merchants to use one web platform for their day-to-day business management, and another app for multi-location bulk actions that were limited to a sub-set of content.

Our solution introduced a scalable single merchant account and dashboard. The content management design used one UI for single-location merchants while growing with multi-location merchants.

Before, navigating to the multi-location dashboard opened a separate app in a new window. Merchant’s could only make bulk changes in this silo, with little transparency to how their changes cascaded to individual locations.

We first simplified and focused the navigation which included business nav (top) and content nav (left). The new architecture combined the two legacy apps into one scalable dashboard for all merchants. New location-specific and bulk editing actions appear contextually. Merchants can see the impact of their changes in real time as they edit object-level details for one location or many.

 

Execution

I led design sprints with product, engineering, and executive stakeholders to design a new hierarchical system that allowed merchants to manage multiple accounts from one dashboard. I then designed a scalable navigation system that supports both single-location businesses and large enterprise franchises with nested location groups. The new A11y accessible interface makes it easy to navigate, manage, and pivot between locations and groups—and to powerfully filter the content within each.

 

The merchant’s name is now the focus and users can perform bulk tasks for groups of locations. The new navigation scales for all merchant types and admins. Clear signifiers indicate when multiple locations are selected.

 

A hierarchical organization navigation solved the problem of redundant accounts.

Merchants can view locations relationally and pivot between them in the same session.

 

Beyond navigation, merchants needed more robust content management tools. I collaborated with product and design teams across platform, inventory, reporting, employees, and customer management to audit and scale our content model—ensuring it supported location management while integrating with parallel initiatives that were expanding our services (e.g., adding appointments for new merchant verticals such as Health and Wellness).

I approach platform design with a systems mindset, working horizontally across product verticals to align teams, maintain architectural cohesion, and deliver a unified user experience. This project highlights how I led cross-functional design efforts, working closely with engineering architects and content designers to develop scalable content structures that accommodated both emerging services and solved existing location management complexities.

 

Before, objects like Items and Employees were flat and unrelatable. I helped design new relational object classes that extended our platform to support merchants in new business verticals beyond our core of Restaurants, like Retail and Services. In this case, we were adding Appointments and Services for the first time. I helped to reconcile new content design patterns across our platform.

 

Merchants needed a way to inspect and manage new meta content without leaving their primary task workflow. I designed a new global interaction pattern that supported all merchant verticals, content types, and location use cases. Merchants can invoke one familiar UI across use cases and content types to explore secondary tasks like assigning an item to a location or an appointment to an employee.

 

I partnered with the Design Systems team to create new global components and interaction patterns that supported our updated content types, services, and multi-location architecture. One key pattern I designed was a scalable modal drawer pattern used across mobile and desktop for everything from simple edits to complex multi-step workflows and “side-journeys”. I built this pattern as a mobile-first atomic Figma component, leveraging variations, states, and boolean properties to ensure flexibility and consistency across our platform and making it immediately consumable to our larger team.

By unifying merchant account architecture, navigation, content structure, and UI patterns, we replaced two disjointed apps with a single, streamlined dashboard. This reduced cognitive load, improved bulk actions, minimized errors, and saved merchants time, while increasing transparency and self-service capabilities.

 

The modal workflow can be invoked contextually and unobtrusively. It works across all content types like inventory, appointments, employees, customers, settings, and more. In this example, admins can modify default or item-specific taxes from location to location, share employees, or limit employee permissions by location.

 

Corporate admins and individual locations can manage differences such as assigning ”variations” for objects or their properties across locations while preserving reporting integrity for admin users.

 

Solution and Impact

With over 750,000 merchants—10% managing multiple locations—this solution helps tens of thousands streamline operations. Merchants now have a centralized admin interface to organize locations, access both aggregate and individual reports, and simplify tasks like managing shared inventory and employees. This allows them to scale efficiently while meeting their unique business needs. We delivered the project on time, enabling Clover to:

  • Improve retention of key accounts and improved merchant satisfaction by simplifying these operations and freeing merchants to focus more on their businesses.

  • Reduce support costs by eliminating duplicate accounts and enabling more self-service tasks for merchants that eliminated the white-glove customizations that Clover was offering as workarounds for many merchants.

  • Expand into the enterprise market by supporting complex franchise use cases.

Our solution received positive feedback from merchants, solidifying Clover’s position as a scalable and user-friendly point of sale and business management platform for businesses of all sizes.

 
 

I approached all solutions with a Mobile-first and responsive strategy. All designs went through our component-driven design system process, leveraging component variants and auto-layout.

 
 
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