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THE BACKGROUND

The Client: Walmart Sales Associate

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Work Done

UX Research, Visual Design, User Experience Design, Interaction Design

Timeframe

September 2018 - November 2018

Overview

Sales associates need an application that is dedicated to employee dashboard application and smooth communication experience on the iPad.

My Role

UX/UI Designer and Researcher designing an iPad Pro internal application prototype for sales associates’ data visualization in 2019.

Up until July 2018, Walmart changed its design system, so after that, I followed the new guideline. 

THE CHALLENGE

Sales Associates Needed to Boost Revenue

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I was hired to redesign a store management tool for Sales Associates. However, it was ambiguous why the tool needed to be redesigned in the first place. Through stakeholder interviews, I discovered key tasks that the store manager had to conduct frequently. I redesigned the tool around their most frequent activities.

THE BACKGROUND

HMW Statement

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How might we simplify the data visualization to be clearer and easier to understand?

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How might we, with this app, clearly combine fixed report visualizations and intense competition with other retail stores?

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How might we balance visual statics data and how to documents for sales associates?

THE USER PERSONA

Jessica Needs a Better Store Management Tool

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Age: 40
Gender: Female
Occupation: The sales associates
Industry: Home Improvement-Kitchen Dept
Location: NewYork, New York
Goal: I love to increase sales
Quotes: “I love helping customer to find what they need”

KEY FINDINGS

Key Findings

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Sales associates look at 5 key pieces of data constantly. I redesigned the dashboard to center around the most common things they want to look at.

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Applications could operate without an internet connection, making information accessible at any time at a consistent speed, no matter where you are.

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THE RESEARCH FINDINGS

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Diversity Events and Social Gathering information

Redesigning the dashboard to focus on the most frequently accessed information

After stakeholder interviews and user interviews, it was clear that the most important sales information was too buried.

I redesigned the dashboard to focus on 5 key areas:

1 Sales data was buried

A sales analysis report shows the trends that occur in Walmart's sales volume over time.

In its most basic form and advanced feature, a sales analysis report shows whether sales are increasing or declining.

At any time during the fiscal year, sales managers may analyze the trends in the report to determine the best solution of action. This has to be mutual consent for Data analysis and personal information.

2 It was hard for team members to communicate

(team communication and scheduling)

3 Store managers didn’t know how sales associates were doing (Sales associate performance)
 

PROTOTYPE

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Concept Design: Associates' login and finding their colleagues

FEATURE #1

Walmart Inc Sales Associates iPad Dashboard

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Return Rates

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Delivery Issues

Surfacing Store Sales Data

Using data to create a sales analysis report, data on everything about the manager's stores and their neighboring Walmart stores to boost sales revenue.

A sales analysis report shows the trends that occur in Walmart's sales volume over time. In its most basic form and advanced feature, a sales analysis report shows whether sales are increasing or declining.

Any time during the fiscal year, sales managers may analyze the trends in the report to determine the best course of action. Mutual consent for the processing of personal information must be sought.

I took a top-down approach to defining the overall structure of the experience. Sketching and storyboarding, I generated stacks of ideas about the arrangement of user interfaces for statics. Customer review and feedback scores are connected with the visual star icon feature with your team members name, so this could be another way to discern their monthly/ yearly appraisals. All of the reports will be connected to Microsoft suites and Google documents, and fully sharable with your team and managers.

FEATURE #2

Dashboard for Team Collaboration

The calendar is automatically connected to the revenue report, up-coming events, meeting, board meetings, customer feedback, and more. This helps the user make their CFF scores better.

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Scheduling

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Book Meeting

STYLE GUIDE

Applying New Style Guide

I also implemented Walmart’s new style guide for a fresh and modern look

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SUMMARY

Outcome and Achievement

Fixing the search bar and monthly/ annual reports quickly, I found a visual solution for an API database redesign and also added visual infographic features which indexed recent and favorites. Applications can operate even without an internet connection, making information available at any time at a consistent speed, no matter where you are.
The UX user interview and user testing, UX research, and hi-prototype were released.
I had the chance to understand the Walmart user-centered mindset and iterated data-driven sale boosting and store-friendly application design.
I had an opportunity to get to know Walmart's retail management system and study for revenue-boosting, how hard they work, review their store performance from sales, promotional events, and customer feedback. I tried to make it better in every aspect.

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Reports and Daily Issues

IMPACT

Talk about what these 3 features led to.
What impact did it have on sales, and the sales team’s performance?

Impact For current and future Walmart U.S. Field Associates

Sales Associates @Walmart brings together personal and work needs of Walmart associates into one app.
Sales Associates @Walmart serves as a gateway for anyone interested in starting their career with Walmart.

The app also includes information about Walmart's benefits, history, culture, and values
if you're experiencing technical issues with sales associates app, full support is 24/7 on the way.

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INQUIRIES

Get In Touch

For more work inquiries, or grab a coffee, email me at rachel.cho5257@gmail.com

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