Wiser

Actionable insights are a conversation away.

Wiser is a Business Intelligence firm offering a suite of software solutions tailored to capture retail data from both online and offline channels. Our robust platform seamlessly transforms this data into actionable insights, empowering businesses to make informed decisions and develop effective strategies to enhance performance and drive growth.

MY ROLES
Product Designer
UX Researcher
Visual Designer
Interaction Designer

PLATFORM
Mobile Apps
Web Based Apps

PERIOD
2021 - Present

The Project

In recent assessments, we've observed a decline in the efficacy of one of our primary software solutions, Mobee, in capturing and converting data to the desired extent. We've encountered challenges in addressing the diverse data requirements of our corporate users, particularly concerning specific data types.

It also had become evident that Mobee is exhibiting signs of obsolescence in regards to the information a user needs to make decisions to convert, this hurried us to find the urgent patches and fixes needed to solve this, particularly in critical junctures where user interactions significantly impact conversion rates. This paradigm shift in user engagement underscores the imperative for swift and comprehensive updates to ensure seamless functionality and optimize conversion outcomes.

The suite ecosystem

In the operational structure of the retail intelligence division that I worked with within the company, multiple applications and components comprise the framework I needed to devise solutions for.

Each solution implemented had ripple effects across all facets of the ecosystem. To provide clarity, here is a diagram illustrating the interconnections within the ecosystem:

RI Ecosystem within Wiser

Understanding the problem from the roots

Step 1: The initial Discovery meeting

My initial strategy involved convening key team leaders representing different segments of the ecosystem and doing a discovery workshop. This collaborative approach facilitated comprehensive analysis of issues from diverse perspectives, enabling us to pinpoint root causes and implement collective solutions.

The following is Workshop plan for our first Kickoff Discovery meeting

Workshop goals

Coming to an agreement of what is the issue to solve:

One of the first thing I noticed while trying to understand "What is coverage?" was the divergence in definitions across various departments. While each interpretation was valid within its respective context, they lacked a holistic perspective encompassing the entirety of the business operations. Thus, one of my primary objective for the workshop was to achieve alignment among all stakeholders regarding the definition of "coverage" tailored to their specific business domain and inclusive of its comprehensive implications.

Main definitions agreed during the workshop
Coverage Pyramid

Now, let's do some card sorting!

With a consensus reached regarding the the definition of "coverage", our focus shifted towards identifying the underlying root causes and peripheral factors contributing to our coverage challenges. To facilitate this process, we conducted a structured card sorting exercise. Initially, participants were tasked with individually documenting the specific issues they were currently encountering that impeded coverage in varying capacities. Following this, collaborative discussions ensued to categorize these issues into distinct thematic "buckets," based on similarities in expression across team members or shared causal factors, thereby allowing for the identification of interconnected challenges that could potentially be addressed collectively.

Additionally, we spent some time deliberating on the impact of each identified "bucket" in relation to the coverage issues, as well as their frequency of occurrence within the workflow. This exercise aimed to provide insights into effective prioritization strategies, enabling us to allocate resources efficiently and address the most critical issues impacting coverage.

The outcome of this exercise manifested in the following structured framework akin to the following:

Click on image and zoom if you want to read the cards

Final result of the Card Sorting exercise

Voting on the most urgent issues to solve!

After achieving consensus on the nature of the coverage problem, including its underlying causes and their respective impact on the ecosystem, we conducted a prioritization exercise. Each participant was allotted three votes to allocate to the top three issues deemed most urgent for immediate attention. The outcome of the voting process was as follows:

Final result of the Card Sorting exercise

Mission Complexity: Missions which are long, confusing, complicated or difficult (63%) have a higher rate of abandons, rejections and suppressions.

Missions Depth: Missions are not gathering all the data points required by customers.

Coverage Speed: We can't achieve coverage quickly enough for our customers.

Achievements: The achievements functionality is not built correctly to incentivize mission completion.

Low Bee Density:When customers request results from stores which are in low-population areas we struggle to fill that demand quickly or thoroughly enough.

Notifications: Bees are not notified of critical mission information.

Ops & Bees are not communicating properly: The Ops team, the one that verify and approve/reject all missions done by Bees, are not properly communicating on why rejections are happening.

All the solutions we built!

Following a comprehensive phase of discovery, discussion, and meticulous prioritization, the moment has arrived to initiate the development of solutions for the seven primary challenges we have meticulously identified and analyzed. Each solution entails its own dedicated research and procedural framework. Below, I will provide only the summaries of the outcomes for each solution, but you can click on each and see the full version of the use case.

Mission Complexity - Complete use case coming soon

Mission Description Page before and after.

Problem:
Missions which are long, confusing, complicated or difficult (63%) have a higher rate of abandons, rejections and suppressions.

Research Results:

  • Missions are not written properly for users to understand it.
  • Missions lack details previous to being started by users.
  • There is no training ground for new users to get used to missions and how they work.

Solution:

  • Mission Brief being reworked to include more contextual content.
  • Missions being re-written in a way that's easier to understand to final users.
  • A 3-strikes system being implemented on Mission Rejection for new acquired users.

Success:

  • Churn after the first mission rejection reduced by 36%.
  • Users report of not being able to understand mission questions reduced by 42%.