case study b2b: product matching software interface · 10 case study ideation sketches british army...

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David Yates | 07770 546126 | [email protected] 01 CASE STUDY B2B: Product matching software interface Haynes Pro Haynes pro (Haynes manuals) powers the technology that feeds lubricant matching for organisations such as Shell, Mobil, Total, and hundreds of other multinational lubricant companies around the world. Their software has become complex and bloated over the years and difficult for the technologists in their client organisations to operate. As the industry evolves, the need for less technical users to match complex products from remote centres has become imperative. We undertook a discovery phase where dozens of users across the world were interviewed, we published an online survey and an online card sorting exercise. From this we developed a series of core user journeys, core functions, a new navigation model, new integrated functions as an MVP hypothesis, developing the design language in parallel, we prototyped and user tested.

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Page 1: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

01 CASE STUDYB2B: Product matching software interfaceHaynes Pro

Haynes pro (Haynes manuals) powers the technology that feeds

lubricant matching for organisations such as Shell, Mobil, Total, and

hundreds of other multinational lubricant companies around the

world.

Their software has become complex and bloated over the years and

difficult for the technologists in their client organisations to operate.

As the industry evolves, the need for less technical users to match

complex products from remote centres has become imperative.

We undertook a discovery phase where dozens of users across

the world were interviewed, we published an online survey and an

online card sorting exercise.

From this we developed a series of core user journeys, core

functions, a new navigation model, new integrated functions as an

MVP hypothesis, developing the design language in parallel, we

prototyped and user tested.

Page 2: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

02 CASE STUDYFood delivery menu design - web, mobile, iOS, AndroidJust Eat

Just Eat is the biggest food delivery platform in the world.

The problem they continually face is managing the complexity

of menus across different food types, cultures, countries and

languages in an homogeneous way.

The challenge was to design a new menu across all platforms and

countries incorporating a food selection and checkout system that

was intuitive while also being sophisticated enough to manage the

various restaurant requirements.

The project was broken down into a basic roadmap, and a double-

diamond approach (Discover, Define, Develop and Deliver)was

taken.

I put a rapid prototyping process in place where I built functions and

put them out to remote user testing over-night, reviewing the videos

and feedback in the morning.

The initial prototypes became simplified by each iteration giving us

a releasable solution which is largely intact to this day.

Page 3: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

03 CASE STUDYHigh level user journeysVouchercloud

Vouchercloud were trying to understand how to accommodate lots

of offers and lost of different types of users in a single interface

We started by analysing the journeys into and through the site using

analytics.

It became apparent that some of the most popular journeys were

not very profitable and some neglected journeys were responsible

for much of the revenue.

By extrapolating this into a series of accessible slides we were able

to socialise this, supporting key stakeholder buy-in for the project.

Page 4: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

04 CASE STUDYExperience mapHonda

Honda is looking at a sales channel that does not

involve a retail showroom.

In order to support this requirement, we looked at

different types of key users and mapped out their

potential journey, both practical and emotional.

This allowed us to design an experience that

supported the user and reduced the scope for bounce

at critical points in the journey.

Page 5: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

05 CASE STUDYElectric vehicle pre-order websiteHonda

Honda is known to be one of the most innovative

companies in the world.

Honda planned to launch a trial run of 1000 electric

vehicles (EVs) into the market place. Prior to

having any actual products, either manufactured, in

prototype, they needed to promote the benefits of

the car, its performance, features, styling and take

deposits of £1000 in advance.

The challenge was to create a website that

supported that business requirement using only

CGI images.

Page 6: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

06 CASE STUDYWireframesVouchercloud

Vouchercloud is a well-known app that allows users to access

discounts on every day purchases.

The problem that had encountered was to do with scale. The

product had become so successful that they were having trouble

incorporating the wide range of products and offers into their

interface.

I worked to establish an information architecture and hierarchy

to allow the users to more easily understand and work with the

interface. I worked very closely with the visual designer who was

briefed to interpret the UX work through the appropriate brand and

style guidelines. The early UX artefacts therefore took the form of

sketches and wireframes.

Page 7: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

07 CASE STUDYPaper prototypesUCL (University College London)

UCL is one of the world’s foremost universities. UCL acquired the

Institute of Education (IoE) and integrated it as their education

faculty, using the exercise to redesign the website.

The project had a number of complexities and a need to rapidly

work through scenarios with key stakeholders. We adopted a rapid

paper prototyping approach so that the totality of the site could

be seen in a single view and manipulated prior to committing to

expensive hi-fidelity prototypes or build.

Page 8: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

08 CASE STUDYPersonasUCL (University College London)

UCL (University College London) is an internationally respected

university. The IoE is UCL’s education faculty. Their students are

dispersed across five continents. Some attend university, others

are infrequent attenders, being research students. Often students

are overseas and never physically attend. We did a lot of work to

understand who the audiences were and how to communicate with

them. This intel was collated into three persona types around which

we could design.

Page 9: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

09 CASE STUDYSolution overviewHMRC

HMRC needed to provide a solution for less confident

users where professional help is not appropriate.

The original concept was too complex for most users. I

was able to restructure the solution away from complex

integrated linear journeys and provide a hub and spoke

architecture where both user and helper could see the

same dashboard, supported by verification screens,

emails and checks.

Page 10: CASE STUDY B2B: Product matching software interface · 10 CASE STUDY Ideation sketches British Army The Army has thousands of different types of equipment, most with digital interfaces

David Yates | 07770 546126 | [email protected]

10 CASE STUDYIdeation sketchesBritish Army

The Army has thousands of different types of equipment,

most with digital interfaces and hundreds of different

types of users - many working in extreme and varied

environments.

Understanding problems involves a huge amount of

verification with large groups of users, systems engineers

and stakeholders.

Sketching is an essential part of the UX process, more-so

on this project. I use it daily, to communicate, collaborate,

and verify approaches before moving on to more

definitive and costly prototypes.