SAM'S
OWN YOUR INVENTORY - AUDITS
Lead the UX process end to end
Research
CLUB VISITS
For the initial step, I conducted various club visits, in-person interviews, and observation studies to gain a deeper understanding of our users.
Research goal:
• Understand current audit process
• Research the issue on no variance between what was recorded in system and manual count
• User interviews - What is the role of managers and associates in this process?
WORKSHOP
As a team, we brainstormed and worked on a workshop to compare and understand ever better their current journey in the club. We also define the different types of audits associates currently work on in the club. We define some of the pain points in the current system and also generate and discuss a wide set of ideas on how can we provide a clear solution and a seamless transition to the OYI app.
USER INTERVIEWS
We conducted stakeholder interviews. We needed to understand how we currently handled this process at the main user level. Some of the question I asked:
What type of system / device are they currently using?
They use a 3rd party device call "SMART" where they can initiate an audit. This device is not user friendly and they have a lot of issues evertyme they use it.
Types of audits and time?
Full category audits and item audits. Every Monday Club Manager receives a list from Home-Office for the categories or items to audit.
Frequency of audits?
Depends on category and items sold on club. It can go from 8-12 times per week per club.
Journey Map
I created a user journey map. which is based on the persona, where we discovered emotions, behaviorsm and feelings experienced by the users (Club Managers and Associates) while reaching their goals. It also revealed the places that need to be improved by obsereving user's behavior.
EFFECT MAP
KEY OUTCOMES
Our users wants an easier and better way to do audits.
Manager
• Wants to have on hands items to match with club
• Effiency is everything
• Receive notitications for upcoming audits and audits that need approvals
• Have an in-app report when auditing for reference
Associate
• Finding upcoming audits
• Match number of items and categories between all on hands and system
• Easier and faster way to do audits
• A way to stop and resume the process when auditing
WIREFRAMES
Based on our personas and a detailed effect map I started creating some approaches and entry points. The design consist in a 3 steps of a process:
1) Managers need to create audits for associates.
2) Associates starts the audit process and send for approval.
3) Managers accepts/decline and audit.
Approaches for landing audits
I explored different entry points for this new section in the app. I also created different approaches for the main screen once the section is open.
Flow for creating audit (Approach 01)
The main goal for this approach is to show audits in progress, and how a manager will create audits to be done.
Flow for audits in progress and completed(Approach 02)
Flow for Approach 03
Audit process flow
Approval flow
Testing and Feedback
I created clickable prototypes for the different approaches and tested them with associates and club managers. They were really happy about the new process and flow to complete audits and provided valued feedback that I was able to incorporate in new designs.
Landing Audits
Approval Process
DESIGN
We launched the new feature for creating and completing audit categories in the OYI App.
Goals
• Eliminate SMART dependency
• Created an intuitive experience for associates to audit full categories guiding them to complete task by location or item
• Saving progress when auditing full categories
• Associates can auto-save their progress on a category audit, and resume where they left off
• Have a clear and consistent item card when auditing items and full categories
LANDING AUDITS
FLOW CREATING AUDIT
AUDIT PROCESS
AUDIT APPROVAL
