perma farm

Clarifi

Problem

Clarifi home page was designed to be a dashboard used by general and regional restaurant managers. After talking to pilot users, we realized that the existing design didn’t provide the experience that was valuable for the users. A one-size-fits-all solution didn’t address unique ways each restaurant managed its business. It didn't provide an at a glance preview of the important information as a dashboard should.

User Research

To get a better understanding of the problem and identify the pain points of the existing design, I started the process by interviewing ten managers. After asking questions that helped me get to the bottom of their "why", I was able to write Jobs to Be Done that guided our design decisions later on in the process.

Research Insights

Every restaurant has its own unique way of measuring a successful shift.

Managers have to go through a lot of friction to access the data they need. A lot of times that data is available too late.

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Jobs to Be Done

As a store manager, when I’m rushed in the middle of my workday, I want to see how I’m performing against important metrics so I can run a profitable business.

As Regional Manager, when I’m on the run during my workday, I want to be able to see how my locations are performing against important metrics so I can run a profitable business.

Dashboard Discovery Flow

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Design Sprint

After interviewing existing users, we've conducted a design sprint. We've explored the idea of a customizable KPI tile dashboard as a way to address the unique metric needs of our users. We've also worked on simplifying the process of driving the users to the "discovery stage" of the dashboard experience.

User Testing and Surveying

We tested the prototype with regional and general managers. They were excited about the idea of a customizable dashboard. We've also learned that regional and store managers have different responsibilities and needs when it comes to KPIs. The difference in experience needed to be more explicit.

To find out what KPIs are the most important during the shift, we've conducted a qualitative survey. The results helped us prioritize what KPI tiles need to be created first.

User Test Quotes

From the corporate side, I would want to make sure that the general managers can't customize what I think is important to them.

The goal information goes downward. Area managers talk to their store managers about their goals.

Second Iteration

I took everything I've learned from the design sprint and applied my knowledge to the second iteration. As a next step, I've defined tasks for two types of users:


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Store manager tasks

  • Learn about new customizable dashboard
  • Check out new standard store and above store dashboards
  • Customize above store and store templates
  • Set up goals for each store
  • Set up alerts for themselves
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Regional manager taks

  • Learn about new customizable dashboard
  • Check out new standard store dashboard
  • Receive and get to know their goals
  • Set up alerts for themselves

Addressing Different Needs

So far we've learned that the ability to create a unique dashboard experience was valuable to users. I've introduced the idea of templates that can be customized by regional managers. Since regional and store managers had different KPI tile needs, I've separated templates into two categories: store and above store (industry term for regional managers). Each would have its own set of tiles to choose from, creating valuable dashboard experience for both user types.

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  • ux design whiteboarding
  • ux design whiteboarding

Drag And Drop Interaction

Inside templates, users can rearrange the tiles within a flexible grid. Here are different stages of that interaction:

      1. Regular state: a commonly used icon signifies the ability to rearrange.
      2. Hover state: The preview image fades back. Re-size and delete icons become more visually prominent. The pointer cursor appears on hover over the left side indicating that the tile can be grabbed.
      3. Active State: Grab cursor and stronger drop shadow appears. The drop area is indicated with a dotted line.

The tile framework is responsive. The layout adjusts to the device width providing the ultimate experience.

Driving Users to The Dashboard

While working on the design, we've considered how we will drive users to utilize the new dashboard. Since 78% of the managers have the native HotSchedules app downloaded, we decided to use it as a way to deliver push notifications to the user. The user would have the flexibility to set custom thresholds for notifications. Eventually, using the dashboard will become a habit and internal triggers, such as mild pressure to make the staffing decision, will cause the user to use the app.

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Finalized Design

  • desktop application
  • desktop application
  • desktop application

Measurable Outcomes

Since Clarifi is a new product on the market, we used user acquisition and retention as a metric to measure the success of the dashboard redesign.

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