myP&L Toolbox

Focus:  To create a design that allows Home Depot store managers to track and understand the financial health of their store. The aim is to replace the existing platform (we can call it myP&L Toolbox 1.0) and provide store managers with an upgraded and more user-friendly tool to successfully operate their stores.
Time frame : 2 weeks
Deliverable : hi-fidelity prototype
Tool : Sketch & inVision, Miro
UX Process Performed: User research, heuristic analysis, user personas, site map, ideation with lo-fi sketches, and hi-fi prototype.

The Starting Point

Today, the Home Depot store managers are using myP&L Toolbox 1.0 shown below. As you can see, there is a lot going on...

Disclaimer: Due to the confidential nature of the information. I have edited out the specific amounts.

The Current State

I started working on the project at the beginning of October 2019. After months of blood, tear, and sweat, this is the current state. I used Sketch and Figma to wireframe and prototype.

Click here for Figma prototype

Disclaimer: The amounts shown are not based on true events .

WHAT WAS THE PROCESS?

Although the UX in me wanted to jump into "fixing" the existing design, I started the process with user research and analysis.

User Research

I interviewed 10 Home Depot store managers and assistant managers to understand their incentives, pain points, and how they interact with the myP&L Toolbox 1.0. Below are a few quick points from my finding.

  • The main incentive for users is to meet planned amounts
  • New users say it's overwhelming and confusing
  • Too many hidden pathways in the tool
  • Users need the information fast and doesn't have time to analyze
Artifacts : User Persona
Analysis

In addition, I intensively studied myP&L Toolbox 1.0 in order to comprehend its functionality and understand the pain points mentioned by the users.

Artifacts : Site Map of myP&L Toolbox 1.0
Artifacts : Detailed Annotation of myP&L Toolbox 1.0

Based on my discoveries, I focused on four main areas to guide my design.

Four Main Focuses

1. How can metrics be more useful?

Graphs! My 3rd grade teacher would be proud of me. I incorporated bar graphs into the design so users easily understand and compare the data.

Additionally, during my research I found one of the main metric that the store managers are concerned with is "variance to plan". As such, I made sure to emphasize that information in the design.

Lastly, continuing the effort to make the tool as convenient as possible, I added an "alert" function. This will do the work for the store managers and call out any abnormalities in the financials.

2. How can the breakdown of sales be more understandable?

Providing the store managers with percentages of where sales are coming from and how far away from meeting plan for each category allows the store manager to have a better understanding of their overall operations.

3. How can the navigation be easier?

Instead of listing the resources and functionalities in the hamburger menu, I decided to display these items in a side panel. The side panel is visible and easy to navigate for the store managers.

Next Steps

  • Usability test on current design
  • Start ideating and iterating on other aspect of myP&L Toolbox

Artifacts and Sketches

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