Workplace Process & Operations
A close investigation into a team’s way of working individually and collectively as they conduct various processes to track the life-cycle of products which informs future forecasting and business performance.
Audience
An e-commerce team was in need of consultant support to improve their out-dated, inaccurate ways of working on their day-to-day tasks of
Adding new products to their catalog
Maintaining their catalog for each product as it undergoes updates
Calculating forecasts by analyzing historical data
Studying competitor offerings
Partnering with clients and vendors
Challenging impediments
The team’s outputs are limited by the constraints of their current maintenance of their unstable systems.
Easily creating errors and inaccurate data that is difficult to identify amongst the vast amount of data
Managing thousands of products lifecycles between various Excel spreadsheets
Spending a lot of time in meetings to regroup on disconnected data management
Mapping their systems
By conducting investigative research to document the team’s current way of operating, I was able to plot each step in their processes to visualize where their pain points exists, what is blocking them, and where there are opportunities for improvements.
Adding new products to their catalog
Business team
What they do
Add new products to catalog
Maintain catalog for each products as it undergoes updates
Study competitive offerings and analyze historical data to calculate forecasts
Work with clients and vendors to maintain latest inputs about products
Their problem
Maintain thousands of products lifecycles between various spreadsheets
Spend a lot of time in meetings regroup on disconnected data management
Errors and inaccurate data is easily happening but difficult to identify amongst the vast amount of data
What they need
A single source of truth to organize all information in one place
Connected data and logic between files for accuracy, ease, and quicker execution
Automated inputs and actions where is make the most sense
Investigating team structure
To understand where adjustments and improvements can be made, examining the teams current work structure and organization will define the starting point to ideate from. This allowed users to express their frustrations, share their ideals, and identified new areas to investigate.
Observational testing: Lorem
File discovery: Lorem
Pain points: Lorem
Discovering work processes
To best understand users and their business processes, I broke down each of the various workflow to fully emphasize with users and to truly learn the details of the factors and variables that are included to complete their work successfully.
Workflow discovery: Lorem
Process breakdown: Lorem
Measuring success
As user sessions occur, I identify areas for measurement to show progress and success and illustrate the story of of how the experience is growing to fit the needs of both the users and their business results.
Metrics: Lorem
Defining personas
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