Every time you go to a grocery store, there are many promotional displays to convince you to buy more. I worked with a large CPG company to empower their sales team to better sell, schedule, and manage their work. Our team merged and streamlined their workflows in one portable tablet app. As the sole designer, I led the UX portion from research, to negotiating features, to final visuals.
One new feature I worked on was an MVP to help the internal team analyze the success of various promotions.
The company tracks the total sales of items, but understanding individual promo displays is challenging as all items use the same SKU. Gathering meaningful data would help sales reps and the company plan and execute more profitable promotions.
I observed that reps walk around the store and manage displays by section. I also worked with the business team to narrow down details recorded from 15 to the 7 most helpful. All details selected are important for identifying unique displays and planning promotions.
I collaborated with the dev team early and throughout the process to go over feasibility, reduce development time, and brainstorm ways to improve the experience and interactions. I also iterated through requirements, workflow, and UI multiple times with the product team.
I knew I needed to test if the layout felt intuitive and non-intrusive as sales reps are reviewing and building displays while juggling their tablet. I found that:
I saw reps walking section to manage their displays so I created the display manager to line up with their mental model. Displays are grouped by location and can be dragged between areas just as they are physically moved in stores. Displays are in rows to show more displays at once and make it easy to compare content.
Reps were worried about the amount of time to add displays, so I worked with key stakeholders to simplify required and optional fields. I prioritized data and added smart defaults such as automatic location and date. To keep the popover short, the most plausible options are surfaced based on date ranges, frequency, and recency.
In testing I foud that add and edit needed to be approached differently to keep it simple. Users can quickly edit items by tapping a detail on the main page or tap the arrow to see all details. Reps usually only edited 1-2 things at a time so an overview list is shown to reduce scrolling.
I had a hypothesis that a way to measure display success is by how often it needs to be refilled. I came up with two easy ways for the rep to track this important metric.
Currently the application is working well to gather data to be communicated between individuals and the promotion team, and I see lots of potential for individual reps to better collaborate with each other. Ideas include sharing photos of cool displays they’ve built and being able to mark the performance of displays.
I also see opportunities to make it even easier via quick actions since reps do common actions like refill and move many times per day.