The Product
A smart, web-based inventory management solution for pharmacies in the retail, long term care, and acute space.
My Role & The Team
As the dedicated product designer on this team, I was responsible for performing research to uncover problem areas and create prototypes for testing with real users. Collaboration with the team was required across the whole study. I worked with the product manager to pull existing data, the account management team to solicit users for a usability test, and the development team to define cards and scenarios.
Upon completion of the research and testing, I was responsible for presenting our findings with the broader team which, for some, was their first experience with in-depth research of this kind.
There was a deadline on transitioning users from the legacy version of the website to the new user experience. Unfortunately, the new user experience was deemed "MVP" but was still missing the necessary features to make switching to the new experience a reasonable ask.
Additional information that gave context to the issues users were faced with required digging into our customer feedback log from which we found that…
To better understand what essential information was not replicated from the legacy experience into the new experience, the team gathered to compare and contrast the two workflows.
The information available to us from the customer feedback log and the sales pipleline gave us the following insights:
How might we enable users to efficiently review the items we are suggesting for purchase so that they might reduce their time on task?
07 Testing the Prototype with Users
Research Plan
Test prototype of enhancements with…
Business Objectives (OKR)
Research Goal
Actionable Findings About the User
Actionable Findings About the Experience
Click to listen to some of the awesome positive feedback we received from this research with real users.
08 Final Deliverables
Research isn't useful until it is acted upon. I worked to inform the team at large – Marketing, Sales, Account Management – both about what we found and about how we were going to prioritize the features/workflow updates the customers liked best. Deliverables and artifacts from this project included…
“I’d just like to state that this was fantastic and you guys did a fantastic job"
Account Management Manager
“Really really cool hearing directly from the customers and hearing the excitement in their voice."
Marketing Director
"From my tenure on the … team, this is probably the BEST information I’ve seen come through."
Operations Manager