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Improving Kroger Analytics

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)

Key skills, tools & methods

Soft skills

  • Leadership

  • Influence

  • Negotiation

  • Communication

  • Collaboration

  • Gaining trust

  • Stakeholder management

Mural / Userzoom

  • Discovery

  • Workshop facilitation

  • Interview, analysis & affinity mapping

  • Quantitive & qualitative research

  • Process flows

  • Card sorting

  • Wireframing

  • Tree testing

  • Usability testing

  • Information Architecture

Figma

  • Wireframes

  • Mockups

  • Interactive prototypes

  • Visual design

  • Presentations

  • Data Visualizations

Kroger Data & Analytics website overview

 

Part 1- Impact

  • 100% of teams transitioned to new process

  • Reduced time of process to receive data analytics from 86 to 11 days

  • MVP portal launched

  • Research & personas was complete to inform future improvements

Part 1- Challenge: Make analytics tagging easy

  • Create analytics processes (tag/ bugs/ reporting) for Kroger. Create documentation & intake for these processes

  • Simplify the process = improve speed to usability

  • Create a MVP portal for Behavioral Data & Analytics (BDA)

  • Interview users to create personas & understand needs / painpoints


Part 2 - Challenge: Expand scope & improve central hub

  • Expand the portal to include all DAAP teams & services

  • Interview expanded teams to understand services & processes. Communicate what they do, give access to documentation & contacts

  • Improve usability & aesthetics beyond MVP

  • Create mega-menu for navigation, validate & test

  • Move towards customization & personalization

  • Increase feedback from customers

Part 2 - Impact

  • All DAAP teams & services included in the portal including services, description, documentation, and contact info

  • Improved usability & look of portal (testing of improved usability)

  • Mega-menu gives access to all DAAP team services

  • Increase of feedback from modals (in-progress)

  • Creation of registration form & my data tools for customized experience for quick access to most used tools by customer

 

Part 1 - Make analytics tagging easy

Where Behavioral Data & Analytics (BDA) Started

BACKGROUND

  • Previous documentation was located on internal confluence pages making it hard to find

  • Request form was a word document that was copied & pasted in an email

CHALLENGE / THE WHY

When I was brought onto the team, there wasn’t time for research / discovery. We started with an MVP to get users access to fundamental services. Post MVP we used continuous discovery, research and testing to understand our users and become more user centric.

  • Stop the bleeding. Break things & learn from the results

  • Quick MVP focused on highlighting new requests forms & documentation

Behavioral Data & Analytics Confluence page. (Created before I was on the team)

Quick & dirty MVP that linked to the documentation & requests for analytics tagging


 

Create Official Documentation & Request for Analytics Tagging

HOW

  • Wireframes & multiple workshops

  • Interactive filter shows steps by teams and their processes

  • Flow diagram gives an overview of the process

  • Step-by-step instructions are numbered and categorized by team

    ————————————————————————————-

  • Collaboration with analysts & PM to create form fields & example language

  • UX writing for CTA, tooltips, flow and errors

  • Used Kroger design system components

  • Accessibility (grouping common fields / using labels / helpful errors etc.)

WHO

  • Documentation & request forms were created and documented by product team (analysts, PM, and myself).

WHY / CHALLENGE

  • Formalize process. Keep users and stakeholders close to the process

  • Create accountability, ownership & governance

  • Create a way for product teams to ask for support

  • Gather objectives, goals and metrics from requests to ensure valuable data

 

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

  1. Card sorting / ranking informed our site architecture

  2. Broken down by role, tool importance was used on personas

  3. 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 participates, 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 participates, 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.

 

Insights from Usability Test

Use left and right arrows to see all 5 insights

OVERALL RESULTS

NEXT STEPS

  1. Rename defects to bugs

  2. Reorganize information to put the most important & widely used services to the left for each menu

  3. Simplify support 

  4. Consider new category names for “manage” & “govern”

  5. Continue to iterate based on customer needs & expansion of DAAP


 

Customization

Simplifying the landing page for easy access to most used tools

HOW

  • Customization form allows users to customize their landing page

  • 'My data tools' on landing page shows the 4 most used tools & services

WHY

  • Customization to improve findability & efficiency


 

Responsiveness

Establishing a hamburger menu & side panel navigation for tablet & mobile

HOW

  • Two concepts were created for the tablet & mobile hamburger menu and each of them have their pros & cons. Concept 1 uses progressive disclosure to show one level of navigation at a time which makes the experience less overwhelming to the user but the user must go back to select a different top level menu item. Concept 2 shows all 3 levels of the navigation at one time– allowing the user to select another option without having to move backwards, but all the information shown at one time can be overwhelming.

WHY

  • The portal is focused on web; however, the portal needs to be responsive so that the window can be minimized to view screens side-by-side mainly for documentation purposes

Results

Ultimately, concept 1 using progressive disclosure was selected because it limited the options that were visible & made it less overwhelming for the user based on a simple internal concept test


 

Conclusion

Building a website requires continuous discovery, iteration, testing and collaboration with stakeholders. As a product designer I was consistently met with the challenge to meet and balance both user needs and business requirements. With each and every method and test, I had to show the value that each concept, iteration or test brought to the project. Both soft and hard skills were used to move the project forward and to strive to meet users needs. This website created impact to product teams by improving access to data & analytics & data services, increasing findability to resources and documentation, and becoming the source for all data & analytics needs at Kroger.