Transforming a Sales Framework for a prominent CPG brand into a tool to empower it's users

UX/UI design for PowerBi + Behavior science concepts | 2023

Name

The Ask

Revamping the Category Vision Framework into a tool that empowers its’ users and the CPG organisation’s customers by providing a detailed Snacking landscape & growth forecasts

Timeline

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The human brain can only process 7+ or - 2
items in short-term memory

The human brain can only process 7+ or - 2
items in short-term memory

-George Miller's 1956 paper

-George Miller's 1956 paper

Discovery session

Discovery session

Existing tool 

Getting an understanding of the Existing Category Vision tool by looking at how the navigation, nomenclature and information was placed in it was key to understanding the snacking landscape and users needs

Cantar Data (Excel)

A high level understanding of the Cantar Excel sheet data which was the data that being used for the Category Vision Framework

Discussion guide

A collaborative Design + Data discussion guide that had 4 themes: Current Process, Decisions, KPI(Metrices) & Desired State

Requirement  gathering sessions

Speaking with the client helped understand the client’s vision for the CV framework & helped in identifying improvement areas

Existing tool 

Getting an understanding of the Existing Category Vision tool by looking at how the navigation, nomenclature and information was placed in it was key to understanding the snacking landscape and users needs

Cantar Data (Excel)

A high level understanding of the Cantar Excel sheet data which was the data that being used for the Category Vision Framework

Discussion guide

A collaborative Design + Data discussion guide that had 4 themes: Current Process, Decisions, KPI(Metrices) & Desired State

Requirement  gathering sessions

Speaking with the client helped understand the client’s vision for the CV framework & helped in identifying improvement areas

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Synthesis 

Synthesis 

Screenwise synthesis of information on the  basis of need, frequency of usage hierarchy /priority of information  and any visualization preferences 

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Structuring Information & Feasibility check 

Structuring Information & Feasibility check 

01

Structuring Info

From the synthesis the information was then structured into how it will to be depicted on the screen

01

Structuring Info

From the synthesis the information was then structured into how it will to be depicted on the screen

02

Alignment with data team

For every screen there was 1 session with the consultants to align on the information

02

Alignment with data team

For every screen there was 1 session with the consultants to align on the information

03

Feasibility check

Visual representation for different charts also underwent a feasibility check with the PowerBi dev before putting it on lo-fi

03

Feasibility check

Visual representation for different charts also underwent a feasibility check with the PowerBi dev before putting it on lo-fi

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Lo-fi screens

Lo-fi screens

UI screens

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Lo-fi screens

UI screens

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UI design and flow

Client testimonials

Global head of perfect store & category analytics 

"UX was brilliant brought a fresh perspective, Team quickly built an understanding of what was needed and delivered"

The Project was a 100% success (NPS 10)

  • Scaled up to phase 2 (& a 1.2)

  • While the Hifi of Phase 1 was being developed phase 2  design workshops were requested & conducted as client received good reviews internally

Name

Thankyou for reading

The human brain can only process 7+ or - 2 items in short-term memory

Existing tool 

Getting an understanding of the Existing Category Vision tool by looking at how the navigation, nomenclature and information was placed in it was key to understanding the snacking landscape and users needs

Getting an understanding of the Existing Category Vision tool by looking at how the navigation, nomenclature and information was placed in it was key to understanding the snacking landscape and users needs

Cantar Data (Excel)

A high level understanding of the Cantar Excel sheet data which was the data that being used for the Category Vision Framework

A high level understanding of the Cantar Excel sheet data which was the data that being used for the Category Vision Framework

Discussion guide

A collaborative Design + Data discussion guide that had 4 themes: Current Process, Decisions, KPI(Metrices) & Desired State

A collaborative Design + Data discussion guide that had 4 themes: Current Process, Decisions, KPI(Metrices) & Desired State

Requirement  gathering sessions

Speaking with the client helped understand the client’s vision for the CV framework & helped in identifying improvement areas

Speaking with the client helped understand the client’s vision for the CV framework & helped in identifying improvement areas

Work

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