Deloitte task manager

Platform: Android, iOS mobile App

The Task Manager application offers store leaders the ability to manage associate productivity and internal store operations through a dashboard and provides actions to manage associate schedules, deliveries, and tasks. Also, a dashboard displayed visualizations of associate performance attributes across daily and weekly periods.

Team:

1 UX Designer (me)

1 Project Manager

1 Visual Designer

2 Engineers

1 User Researcher

1 Product Manager

the challenge

For store associates and leaders, the challenge was to develop a context-based approach as well as using a technology architecture and an application framework to increase associate productivity and manage store operations in order to enhance the in-store experience.
In order to do this, I started working with the task management team at Kroger to gain some insight into daily associate task flows.

My approach

My approach is to interview users, create personas, ideate and validate the designs. I worked very closely with the task management team on this project in order to gather more insights and understand the current process of performing store operations in retail stores.

research

Ideate: I created mockups that revolved around the three personas that addresses their goals and struggles using the portal.

Validate: A user researcher conducted a usability test using a prototype based on the wireframes to validate against a set of metrics and objectives.

Design Approach to Developing a User-Centered Product

Develop Personas: Based on the interviews, we developed three personas that encompasses typical users of this type of application.

Conduct Interviews: We conducted interviews with store associates, product managers, and business owners of several retail stores in the Bay Area to understand their task flows, goals and motivations.

personas

Store Leader

Gives tasks for associates to do and manage associate schedules. Takes in deliveries from trucks arriving to the store on a daily basis.

Store Associate

Stocks the goods received from delivery onto shelves and performs multiple audits (reviews store cleanliness, makes sure shelves are stocked and expired items are removed) of the store throughout the day.

Customer Interviews

Furthermore, I interviewed store leaders and associates. These are some findings from the store leader and associate interviews.

Audits

There are five audits or walks associates do every day. These audits are performed throughout with first being in the morning and continuing throughout until final audit at closing. 

Truck Deliveries

Manage truck deliveries

Individual Audits

Each audit is a visual check of mutliple facets, such as general cleanliness of area and products not being expired and determine whether something needs more work on it.

Delegating Tasks

Delegating tasks to associates like stocking, sanitizing or performing audits

Associate Schedules

Manage associate schedules by removing associates who called out and adding a new shift for an associate

Open/Closing Checklists

Performing a checklist of tasks at opening and closing shifts

usability testing

We conducted a usability study on the prototype to understand two major areas:

  • How users would adopt a digital process for something they’ve been doing manually

  • How to incorporate complex information into an intuitive and understandable digital process

Here are the main takeaways:

  • Ability to view dashboard that displays all or department-specific actions and metrics for store leadership and associate users

  • Capability of easily and effectively managing tasks and assign them to associates for improving associate productivity

  • Creating an engaging experience for associates when conducting audits of store by allowing them to rate the cleanliness, stocking and product allocation tasks

  • Store leaders liked the ability to have an overview of all tasks assigned to their employees and a way to find out status of how much of the task they’ve finished.

design recommendations

Based on the findings from the usability study, I designed the screens below.

Ability to view dashboard that displays all or department-specific actions and metrics for store leadership and associate users

Ability to rate different facets of audit by using a star rating pattern and emojis that meets expectations of associates

Dashboard displays visualizations of KPIs for current progress.

Second audit, which allows associates to rate the specific components of the audit.

Manage tasks and assign them to associates for improving associate productivity

Applying UX methodologies such as Nielsen's ten heuristics, Fitts' Law and consistent components for add task and manage associate schedule flows so that they can easily complete tasks and navigate to other sections throughout the application

Task list showing a timed task already started

​This product was launched in the iOS app store. Read more