UnFranchise B2B Autoship
About the Project
The complexity of the business required extra effort to introduce AutoShip to customers. This resulted in the creation of a bucket system that did require management by customers. The complexity was due to BV/IBV that customers need to accrue to maintain status within the business.
- The Problem
- Create an experience that allows customers to manage their autoship, taking complex business rules and translating them into a simple experience.
- I relied on business stakeholders to represent customer needs. Taking business requirements, as I explored different patterns I did competetive analysis as well as referencing best practices for patterns I planned on implement.
This was a collaboration with business stakeholders and engineering as I worked on various iterations of the experience. As the design reflects, there was a lot of complexity and the goal was to keep the user focused on the tasks needing to be completed.
I explored drag and drop to try making some of the interactions more intuitive, keeping in mind the context in which a user might need this kind of interaction and making sure there was an alternate way of doing this in a more accessible manor.
I used color blocks to reinforce the sections on the page incase a user chooses to have all the steps expanded.
- Main Takeaways
This design could have benefitted from both some user research and a user test. I benefited greatly from discussions with Architects and Developers in engineering as I explored different features.
With the new visual direction incorporated in UnFranchise checkout, this could have made this experience easier to scan. I also think that some of the decisions made with experience unintentionally made the available actions confusing. For example, a checkbox next to the drag handle. One way I could have better handled that is expose it with an edit function for that list.