Boost Retails Case Study

Web & Mobile UI/UX Design

UX Case Study 2020 XD

Boost Retail POS Web/Mobile App

Case Study

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Overview : About the app

The Boost App is a simple, efficient and powerful performance tracking app. This app allows multiple types of users to track their own performance, their teams performance, their respective targets and incentives etc with ease.

Type Of Users

Super Admin Company Store Manager Employee

ProblemProblem Statement

  • Tracking staff performance Vs. their assigned targets is not as easy as we think. Hence the business owners/managers don't bother to set any. This might lead to deficient results, specifically sales/retail oriented business.
  • When you are in a sales/retail business, it's quite important to keep your staff motivated in order to perform better, everyday. If you don't have any efficient comprehensive platform where you/your staff can review their performance, it becomes so difficult to boost their performance.

ProblemSolution

  • Creating a comprehensive and efficient platform to resolve the problems mentioned above, where business owners, managers and their respective staff can track real time targets, performance, reports, incentives/bonus etc, with ease, on the
  • The platform also allows us to generate various reports in order to evaluate the gross profit, assigned targets vs. their achievements, incentives, sales rankings etc.
  • The platform has a web interface as well as a mobile interface, knowing that the majority of users will access the app on their mobile, hence the app has been designed for mobile first.

Our Design process contains 3 phases

Process

discoverDiscover

Our UX process starts with the discovery phase, where we discover the problems users face, and steps to resolve those problems.

ITS THEN INCLUDES 2 TYPES OF SURVEY :

1Quantitative Survey

We conducted the Quantitative survey of all kinds of users, with different questions, as mentioned below

AUser Persona : Sales Executive

How Do You Track Your Staff Performance ?

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Does This Conventional Method Deliver Efficient Results ?

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Do You Really Wish To Switch The Way In Order To Boost Your Sales And Staff Performance ?

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2Quantitative Survey

User Persona : Sales Executive

profile

Joe Roots

Sales Executive

AGE24 Year Old

GENDERFemale

LOCATIONWellington, NZ

PROFESSION

Working Woman, A sales executive in a fashion outlet

BIO

  • She is a working woman at a fashion outlet in Wellington, New Zealand.
  • She is a sales executive at the footwear department. She has worked here for 2+ years.
  • She is looking forward to getting promoted to the post of manager.

GOALS

  • She is assigned targets each week and month.
  • She has to track her performance against the assigned targets.
  • She is also asked to evaluate her overall ranking in the entire sales department.

PERSONALITY

Well Organized, a bit introvert

MOTIVATIONS

Writing

Cooking

Swimming

Photography

FRUSTRATIONS

  • She is not able to track her performance accurately because of conventional methods, like maintaining excel sheets, noting down the details after each sale you make, ask the cashier to maintain your record etc.
  • She is also asked to ovaluato her overall ranking in the entire sales department.

Business Owners

Profile

THINK & FEEL:

  • A sales executive who is punctual, smait and with convincing skills
  • She has a strong desire to achieve the targets assigned by her manager
  • She expects an alternative approach to track her performance and targets

SEE:

  • Some numbers and details missing from her overall performance
  • Hurdles in her promotion
  • Performance Deficiency

HEAR:

  • You are a bit far from your targets this week
  • You did not achieve your targets last month
  • Your last week sales data seems missing

DOES:

  • Maintains excel sheets
  • Asks someone else to keep her sales records, like cashier
  • Logs some approximate sales numbers instead of accurate numbers

IdeaDefine & Ideate

1Scenario

  • Imagine A Store In The Streets Of Wellington, With The Few Staff Members And A Couple Of Managers. Joe Is One Of The Staff Members And Robert Is Store Manager. Adam Is An Entrepreneur Who Owns The Business.
  • In The Morning Of The 1 St January, At His Home, Adam Wants To Set Specific Targets And Respective Incentives For His Team At The Store. He Simply Opens The Web App, And Sets The Target For His Store Manager And The Team. Adam Also Sets The Respective Incentives.
  • Robert Gets The Notification And Sets The Target For His Team Members.
  • At The End Of Each Day/Week, Robert And The Staff Members Are Able To View Their Total Sales Made, Targets Achieved, Incentives Earned, And Their Overall Sales Ranking - On The Go, Effortlessly And With Utmost Accuracy/Clarity
  • Adam Is Able To Generate The Sales Report For Each Store, Each Store Manager And Each Staff Member - For Each Store Department - On The Go, Effortlessly And With Utmost Accuracy/Clarity.
  • Adam And The Store Manager Can Now Clearly See Who Is The Top Performer, Which Store Has The Highest Selling, Which Department/Category Has The Highest Selling For Particular Week, Month, Year.
  • They Are Also Able To View And Analyse The Sales Trends Over The Time. Hence They Can Form The Strategy And Business Tactics Accordingly For The Future.

2Userflow

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3Information Architecture

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IdeaDeign

1Low Fidelity Wireframes

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2Hi Fidelity Wireframes (Ul Design)

Login

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Dashbord

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Employee

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Edit Employee

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Add Employee

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Sales-incentive : Sales

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Sales-incentive : GP

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Assign target-incentive-popue

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Assign target-incentive-popue

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Assign target incentive Edit/Delet popue

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Set Target

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Reports

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Reports Dropdown

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View Profile

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3Brand Guideline

Color Style

#14e5eb
#45b64a
#2d3e50
#707070
#37cddc #5b86e5
#ff6c76 #fe9b62

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Client Testimonial

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Nimit and his team are rock star! Will Definitely work again.

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Damien Green