Task Manager
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Platform: Mobile (Android) - Deloitte Studios
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. This project was featured on Progressive Grocer. Read more |
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My Role
I was the lead product designer for this project with the task of designing the end-to-end experience of the product, discovery, user research, prototyping and testing.
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.
Moreover, these tasks were done on paper and it was difficult to understand how associates would adopt a comprehensive digital solution to tasks they've been doing manually and solving complexities inherent in their work and transforming them into an easy-to-use digital solution.
In order to do this, I started working with the task management team at Kroger to gain some insight into daily associate task flows.
Moreover, these tasks were done on paper and it was difficult to understand how associates would adopt a comprehensive digital solution to tasks they've been doing manually and solving complexities inherent in their work and transforming them into an easy-to-use digital solution.
Research: User Discovery and Associate Interviews
I worked closely with the Task Management team at Kroger to gather insights about the internal store operations that associates performed. We had multiple discovery sessions to review current process for conducting internal store operations and understand their needs and goals. From the insights gathered during the discovery sessions, I developed two personas; 1) Store Leader, 2) Store Associate
1) 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.
2) 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.
Furthermore, I interviewed store leaders and associates. These are some findings from the store leader and associate interviews.
1) 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.
2) 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.
Furthermore, I interviewed store leaders and associates. These are some findings from the store leader and associate interviews.
- 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.
- 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
- Manage associate schedules by removing associates who called out and adding a new shift for an associate
- Manage truck deliveries
- Delegating tasks to associates like stocking, sanitizing or performing audits
- Performing a checklist of tasks at opening and closing shifts
Final Designs
Based on the research, I created mockups for all possible uses cases and different states of the dashboard based on associate activities. I applied Deloitte's DOT design systems for building the mockups. Since DOT already had all components and patterns defined; I applied it directly from DOT into my designs.
Also, I applied user feedback and UX principles into creating a streamlined, easy-to-use application for managing store operations. Here are several principles derived from the user discovery sessions and interviews
Also, I applied user feedback and UX principles into creating a streamlined, easy-to-use application for managing store operations. Here are several principles derived from the user discovery sessions and interviews
- Ability to view dashboard that displays all or department-specific actions and metrics for store leadership and associate users
- Manage truck deliveries by viewing on-time/late trucks based on expected arrivals and ability to call late trucks to inquire about what's going on with the delivery
- Ability to rate different facets of audit by using a star rating pattern and emojis that meets expectations of associates
- 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
Dashboard displays visualizations of KPIs for current progress.
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Dashboard displays performance trend for weekly progress
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Status of audit walks across a set of attributes
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Task list showing a timed task already started
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Second audit, which allows associates to rate the specific components of the audit.
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Create a task
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