Data and Analytics Web Portal
Building a website: Kroger Data & Analytics
Strategy, research, leadership, influence, solutions, collaboration, visual design
Client: Kroger product teams
Role: Senior product designer
Worked collaboratively with product manager, software engineers, analysts and users (product teams)
Part 1 - Make analytics tagging easy
Where Behavioral Data & Analytics (BDA) Started
BACKGROUND
Current state had rudimentary requests (email) and documentation (confluence)
MVP needed to give product teams access to information quickly. Further improvements and iterations were made after MVP
Behavioral Data & Analytics Confluence page. (Created before I was on the team)
Quick & dirty MVP that linked to the documentation & requests for analytics tagging
Documented process flows and request forms
Wireframes and multiple workshops
Flow diagram gives an overview of the process
Step-by-step instructions are numbered and categorized by team
UX writing for CTA, tooltips, flow and errors
Used Kroger design system components
Accessibility (grouping common fields / using labels / helpful errors etc.)
Analytics Tagging Documentation
Documentation filtered by “behavioral analyst” team
Analytics Tagging Request Form
Card Sorting / Ranking
Towards a more user centric information architecture
HOW
Userzoom unmoderated card sort
14 participants
14 cards to sort between 4 categories
1 comment question: What topics / categories would be beneficial to add?
WHY
How Might services / tools be categorized for improved findability
How Might We balance our current analytics tagging customers vs our new self-serve in terms of hierarchy and importance?
What AE features and services are most important to our customers?
What topics / categories are we missing?
Card Sort Findings
IMPACT- 3 ways it was beneficial
Card sorting / ranking informed our site architecture
Broken down by role, tool importance was used on personas
Qualitative Data was the start of "teams cards" on landing page
Analytics Interviews & Proto-Personas
A step towards a more user centric information architecture
HOW
Data captured through 1:1 moderated interviews & card sorting
Partnered with Design Research throughout
Bud, rose & thorn stickies
Affinity mapping session to analyze results, write ‘How Might We’ questions and uncover themes
Created 4 proto-personas that capture BDA audience
WHY
To understand our users (PM’s, analysts, developers)
To develop proto-personas
To understand processes and issues
To understand analytics teams and their services
Behavior Analytics Proto-Personas
IMPACT
The creation of proto-personas* allowed the team to have a collective frame to look through when thinking of opportunities (needs, pain points & challenges). Specifically, what are their needs, their goals and pain points so that we can try and address them
*Called proto-personas because of the number of the number of interviews & the need to continuously update as our team learns new information
Part 2 - Expand scope & improve central hub
TURNING POINT
Analytics Enablement was combined with other data & analytics teams & was no longer focusing only on BDA. Our work up to this point was focused on Behavioral Data & Analytics. We were no longer focused on improving & documenting processes, but focused on creating a portal that is a central hub for all things data & analytics. We interviewed the added teams and their customers and expanded our scope. This meant that the simple navigation would no longer work because we needed to expand services and access to those services.
VISION
Transform how customers discover and engage with Data & Analytics Platforms teams, services, and tools. By providing a seamless and intuitive experience, we empower customers to quickly find the right DAAP capability or team to address their need, and increasingly self-serve, while setting standardization and best practices for customer-facing documentation across DAAP teams
Landing Page Refresh Iterations
WHY
Iterate on the interface design based on analytics tools & services used most based off of card sorting
Tree Test
Mega-Menu creation with expanded teams
WHY
Test the main navigation categories to see if we were headed in the right direction
HOW
17 internal participants
Unmoderated Userzoom Tree Test (12 tasks on the right)
When asked to complete a task, users had to click on the correct link
Emailed to participants, posted in several analytics team chats, mentioned in demo meetings
IMPACT
Added one line descriptions for better findability for highly technical services
Menu expands on hover; quickly giving a full view of services
Added a “Getting Started” flow on the landing page
Revised Navigation Informed by Tree Test
WHAT
Flat navigation with 3 levels (Main / Sub / Links)
Background highlight & bold text on hover
Icons & descriptions for accessibility & findability
Mega-Menu navigation- all 5 menus
Five task descriptions + 1 post question to ask about their experience
Advanced Usability Study (Navigation)
WHY
Showing the analysis of the 15 participants & their results
Test the navigation: understand both strengths & areas of improvement
HOW
17 internal participants
Unmoderated Userzoom Tree Test (12 tasks)
When asked to complete a task, users had to click on the correct link
Users shared the screen when completing the tasks and were asked to talk out loud about the things that were beneficial or challenging
Emailed to participants, posted in several analytics team chats, mentioned in demo meetings
CHALLENGE:
Internal feedback and participation in studies has been consistently low and has been a challenge for the team. In order to overcome this challenge, we used external participants (consumer segment in Userzoom) to test the usability of the navigation. While this approach has both pros and cons, the insights and feedback we received was valuable and led to usability & findability improvements.
OVERALL RESULTS
NEXT STEPS
Rename defects to bugs
Reorganize information to put the most important & widely used services to the left for each menu
Simplify support
Consider new category names for “manage” & “govern”
Continue to iterate based on customer needs & expansion of DAAP
Expand scope and improve central hub
Post MVP
Post MVP expanded beyond the initial audience and scope. It’s focus was adding a new landing page, new services, resources, pages, mega-menu and making the site responsive.
Site refresh
Wireframe and mockup iterations based on expanded scope
Impact
The portal now showcases all data and analytics resources and services
Data and Analytics Platform with expanded scope and customized data tools based on personalized services
Background
The portal is mostly used on the web; however, the portal needed to be responsive so that the window can be minimized to view screens side-by-side mainly for documentation purposes
Responsiveness
Progressive disclosure limited the navigation options that were visible, which made it less overwhelming for the user based on a simple internal concept test
Mobile and tablet breaking points
Mobile version of homepage and mega-menu
Tablet version of the homepage and mega-menu