Role:
UX Researcher, UX Designer
Team:
No other UX team members
Methods used:
Secondary research, Interviews, Contextual Inquiry, Usability Tests, Workshop, Survey, UI Design, Prototyping
The Challenge
Measure Technicians (MTs) at The Home Depot used MeasurePro to order cabinets, drawers, and other materials needed for custom kitchen makeovers. The Legacy MeasurePro desktop application was set to be replaced by the new MeasurePro+ tablet application, in order to move to a platform that provided improved technical stability and data integrity, as well as more flexibility for MTs.
The team took this opportunity to also focus on the user experience. I was charged with identifying and addressing any usability issues and gaps, so as to create an improved experience for MeasurePro+. Already agreed upon timelines between Business and IT did not allow for major changes to the overall structure and flow of the app. Development had also already started, requiring quick turnaround from UX.
The Approach
I broke down my approach to the main research on this project into the following phases:
Understanding the problem space & users
Immersion into the product space
To support my research with end users I sought to understand as much as I could about the product space. I achieved this in the following ways:
Reviewed existing research – A few interviews had previously been conducted with Measure Technicians. I reviewed these and noted any relevant insights.
Store walk – I walked through a showroom at The Home Depot with my product manager to learn all the parts, materials and features of the Cabinet Makeover product.
Established a relationship with local Install branch and key MTs – They served as advisors throughout the to answer questions and provide insight into their work environment.
Legacy MeasurePro walkthrough – Learned the existing process and got an initial understanding of painpoints.
Participated in meetings with business partners – Learned the structure of the business, stakeholders, and their priorities.
Interviews
I performed 2 rounds of interviews with Measure Technicians, with the following goals:
Understand how jobs are received, and what other actions MTs and other parties perform before a job is complete
Understand how MTs use certain features in MeasurePro and current painpoints
These interviews were performed over the phone and had about 5-8 users per round. They provided key insights about MTs' process in MeasurePro, as well as the overall process of a kitchen remodel and where the different tools and people fit in.
Contextual Inquiry
I had the opportunity to participate in a ride-along, where I observed a Measure Technician perform a "measure" in customer home and "enter a job" into MeasurePro at his Install Branch.
Measure Technician Workshop
I facilitated an in-person 15-person workshop between Measure Technicians from various regions, and the internal Merchant Team. The goal of the business was to work with MTs on determining important details of the product assortment that should be available in MeasurePro+. From a UX research perspective, I was also able to learn more about the product, MT needs, and Merchant needs.
Iterative Testing and Evaluation
UI Design and Usability Testing
As I designed the screens for MeasurePro+ (using Sketch), I planned and executed at least 4 rounds of Usability Testing on interactive prototypes I built. There were 5-8 users per round, and these were conducted in-person as well as remotely.
The usability tests allowed me to iteratively validate new features for MeasurePro+, and yielded further recommendations for changes that would improve usability and understanding.
Understanding the Impact of Changes
Order Form Survey
A key painpoint with MeasurePro was that it had multiple issues that led to it generating inaccurate order forms. Users would then have to manually adjust these, and this caused additional confusion, time, inaccuracies, re-orders, and delays for the customers.
I sent a survey to the entire Measure Technician population (120 users) to document the causes and frequencies of the existing order form issues, and thus understand the impact of the fixes that the newly launched MeasurePro+ was introducing. I was able to show which issues would be resolved by the initial release of MeasurePro+, and the gaps that still existed. This included several issues I had identified during interviews and testing and had made recommendations to address, that the team had decided not to take on due to time constraints.
The Outcome
My contributions to this project enabled the successful launch of MeasurePro+ and retiring of the legacy MeasurePro application. I delivered high-fidelity designs for all screens as well as job aids to support the transition. MeasurePro+ included new, validated, features such as Audit capabilities, the ability to create jobs with multiple different materials, capability to edit finished jobs, and control over visibility and permissions of jobs in a branch.
From a technical standpoint, the new platform provided increased stability, accuracy, and flexibility for users.