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Zenput Mobile Dash

Zenput is an operations execution platform that helps retailers standardize, track, and automate work. Historically mobile has been the place where work gets completed. In the summer of 2017, we redesigned our mobile experience to not only allow for the execution of work but to give valuable insights to our user’s in the field allowing them to have complete visibility into their teams and locations.

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The Problem

As the product grew so did peoples needs. As we gained more and more insight into our customers we were able to identify two different personas within our mobile solution. These personas all have individual needs as well as overlap throughout the platform. This forced us to rethink mobile and find a unified experience that would meet each of these personas needs.. In addition to providing a more valuable mobile experience, we would also need to compete with solutions that at that time only existed in paper format.

The Solution

Rethinking our mobile solution started in one place, our users. We conducted research by interviewing users at every level to understand their needs. We leveraged data from platforms such as Heap and Periscope to gain insight into behaviors, trends, and use across segments. What we found was that at a base level people needed to track work, analyze work, execute tasks, and identify trends within their teams. By giving people a more detailed view from the mobile app we would be able to provide more value to them within the app which in return get them to increase their usage of how they utilized Zenput. Throughout our iterations, we held user test with people who fit our personas using Invision and Lookback to document all of our learnings. As a result, we were able to deliver a drastically more useful experience to these users enabling them to ensure that all of their teams were performing.

Project Role

Lead Product Designer

  • User Research
  • Visual Design
  • Interaction Design
  • Prototyping

Team Tab

Zenput has a wide user base that can be simplified into two buckets Managers and Submitters. Managers can be broken down into individuals who manage both people and teams whiter it be geographical or divisional. These are our users who needed to have insights bubbled up to them so they can manage on the go. The Team tab provides just that a quick easy way to get a quick overview on your team as a whole and at the individual level. This also allowed for users to easily drill down into their teams to get a deeper insight into team performance.

Summary Tab

The Summary tab provides a deeper look into the respected team. This screen gives insights such as week over week completion rates, project statuses, top triggers allowing you to find trends in stores, and most frequently answered no’s in forms. This screen is all about data and being able to identify problems to course correct.

Tasks Tab

Our Task tab got an update making it much more clear as to where tasks sat in their life cycle. Here you can see what work is overdue, what work is work is available today, and what work is upcoming. additionally, we provided a quick way to identify the task type. This view helped users stay on top of their day by providing a full view of all operations needed to be done at the store.

Recurring Tab

The Recurring Tab is an entirely new concept that we brought to the digital world. We spent weeks of research to get it just right. Competing with products like Redbook and other pen and paper tools that are traditionally used in our markets we focused on making sure that we delivered a product that not only was informational but actionable and historical. 

Feed Tab

The Feed tab is a log of all activity done within a team or location. This screen allows you to have a detailed overview of what was done within a given team as well as its state and access to submissions themselves to review.