Material Tracker

For West Monroe (Consulting Firm)

Chapters

Role

Product Design Intern

Team

6 Designers
3 Consultants

Timeline

Jun 2023 – Aug 2023
(3 Months)

Media

Project Context

The client was a regional energy provider (31K employees) who had experienced material tracking issues.

The client had been dealing with a material tracking issue in their warehousing system and needed help keeping pace with demand. The client used word of mouth and emails rather than their inaccurate and poorly designed systems. Due to NDA, some content had to be modified and blurred for client confidentiality.

Previous Phase

Solution validation, meticulous research, personas, and mock-ups proved a material tracking tool would address the problem.

West Monroe has worked with the client since January 2023. From then to mid-June, the client and West Monroe proposed the solution of a material tracking and forecasting dashboard, targeting over 30 warehouse supervisors and other critical warehouse management roles.

Current Phase

The MVP phase aimed to prioritize features through a workshop and establish a Jira backlog for 8 design sprints to make the MVP build-ready.

The previous phase's mockups had assumptions and lacked development optimization. As such, my team planned to disassemble the past mockups and redesign the functionalities based on concrete research. Once again, my team collaborated with the client team (comprised of business/design/tech leads, designers, and engineers).

Team + Role

I collaborated with 8 teammates, and my role was to support design and research.

I assisted 5 designers with analogous research, wireframing, and prototyping. I also took on research responsibilities like synthesizing research, persona editing, and stakeholder mapping. Lastly, a team of subject matter experts (SME) provided us insider knowledge of the energy industry.

Personas

After I reviewed past research for insights, I synthesized and edited 10 personas to ensure they were ready for the upcoming workshop.

Since the workshop will use personas for validation, the team analyzed the previous phase’s research to ensure the personas were accurate. To aid the team, I reviewed recordings and notes of past interviews with future users, created 2 new personas, and updated the existing 8.

Challenge

I created a persona interaction map so team members could understand the problem space more efficiently.

While analyzing research, my team and I faced a challenge grasping the client’s warehousing system due to evolving definitions and overlaps among our personas. Thus, I crafted a visual that outlined how each user persona interacted with the warehousing supply chain.

Workshop

I supported my team in a 1-week user story mapping workshop at the client site that prioritized 78 product functionalities.

The team conducted 2 user story mapping exercises with the client and 4 future users on Miro. Due to similarities between the 4 primary stakeholders, the workshop split into two sessions, each focused on 2 related personas. All features began in the backlog, and some moved into the MVP section after discussions.

I designed over 20 Miro slides for the workshop. In addition to the user story mapping exercise, some boards facilitated icebreaker activities, while others collected participant thoughts. During the event, I synthesized findings, assisted participants with technical issues, and maintained detailed notes.

Sprint Overview

During 2 sprints, I worked on global navigation, widget control, search, order tracking, and material tracking features.

Post-workshop tasks involved working with the client team to synthesize MVP features to fuel 8 two-week design sprints. I participated in the first 2, which focused on the global navigation and search functions and included methodologies like analogous research, wireframing, and unmoderated usability testing through Maze.

Analogous Research + Lo-fi Wireframes

After I studied other customizable dashboards, I created 16 lo-fi wireframes focusing on global navigation and widget control.

Following a team discussion to align on sprint goals, solution significance, and target audience, I designed 16 wireframes. Throughout the sprints, I presented to the team in several feedback meetings where I outlined my analogous research applications and justified my design decisions.

Mid-fi Wireframes

I collaborated with my team to synthesize all our ideas into centralized wireframes for demonstrations with the client.

My team and I created the mid-fi wires within the client's design system to eliminate confusion and improve consistency during design presentations with the client team. Additionally, I jump-started the order and material tracker wireframes, giving my team more time to receive client feedback.

Sprint Retro

I voiced an ongoing problem with daily stand-ups and offered a solution that increased efficiency and reduced meeting duration by 37.5%.

I collaborated with the client and my team to review our performance in recent sprints. I suggested improving the efficiency of the 20-person stand-up meetings through the raise hand feature in virtual meetings, which was adopted as standard practice.

Reflections

Learn fast. Engage. Achieve Results.

This experience pushed my learning to the limits. I was new to a project and had to consume half a year’s work in a couple of weeks before diving head-first into a sophisticated problem space in the energy industry, a sector in which I had no knowledge or experience.

However, by accepting the vagueness, I adapted quickly and absorbed as much knowledge as possible. I built a solid understanding by communicating with the people around me, and I learned to convert insights into curiosity. Because of this, I contributed to the team, exceeding the set expectations of success.