Four weeks of design discovery to explore business and user goals and establish “ Rip & Replace” strategy for a legacy product.
Successfully secured a two year $1.5M contract with the customer after the workshop.
I conducted design discovery for retail optimization software product owned by Logility .
We figured out
# What is the business model canvas
# What is the most important business metrics the business wants to be able to measure and report on
# What are the key user stories we need to deliver against
The last week of discovery phase was dedicated to a UX workshop with marketing ,sales, software development leads, CIOs and other important stakeholders from business perspective. We walked into our end users’ shoes to sketch key task flows for the software. I presented insights from stakeholder interviews and user interviews along with heuristic evaluation report and competitive analysis. This workshop was used as a forum to prioritize concepts (supported by personas) that should be taken up in the design phase.
We spent additional two weeks to shell out wireframes and interactive prototype for the three flows selected during the workshop. The discovery workshop was instrumental in convincing customer to redefine the scope the project to a 2 year contract with 6 designers and 43 engineers.
Appreciated in its beta launch at NRF 2019 Retail and big expo show this January.
Understanding the existing landscape in the shortest time possible was critical to ensure our interviews with users and stakeholders were most effective. We realized the users were from different backgrounds and had very different personalities.
# Finance planners - understand and talk in numbers, expert excel sheet users
#Buyers - dreamers and designers, love exploring materials during trips, collect inspirations in the form of pictures on instagram , certainly hate excel sheets
#Allocators - Work in numbers, excel sheet is their holy grail, touch point for retailer’s feedback and store experience, often are the same as planners in an organisation
They would have to come together to enable retail experience for their organisation using this software. One goal but different workflows.
A common thread for all three players was the calendar (came up during analysis of a more rounded view of challenges) which became a USP for the customer. The calendar has to be smart and always accessible. Design for behavioural change and its implications were discussed on a white boarding exercise. A very simple calendar with predictable but engaging interaction was designed as the first step to nudge users.
Post discovery, an agile process was followed for the design phase with a team of 6 designers and 43 engineers on a $1.5m engagement. The discovery phase was instrumental in defining the scope of work.