Skip to end of metadata
Go to start of metadata
Work
Client Brief | |
Research | |
Discovery | Do we have customer feedback on this? Not recent, but some feedback that customer would like to see their history in one spot; on the site, they have to scroll and paginate through the data; would prefer to filter and sort in their own tool. Are competitors offering this? No research yet. Who is the target customer? (KOB, role, company size, … how is this customer different from other customers?)Based on customer feedback, mostly for the three site roles that look at Order History; purchasers & accountants. How will the customer use the exported data? Why will this feature be helpful? Account reconciliation, to find past purchases, to verify that product is assigned to correct job/PO. (LA asks - potential for budget forecasting or job estimating?) Why .csv format - are there other formats that might be more useful? Assumption because it’s a common file format. If it has value, will consider other formats. How often will the customer export their order history? No research yet. LA - consider having JC/AD look at the customer feedback; select names to do test of prototype. Also choose some typical users who have not requested data download and see if it has value for them and they know how to do the process. Product Goal: have the feature in place by Nov. 1. Analytics research done by Sept. 30; 1st week October - prototype testing; 2nd week Oct: results to Product. Product build last 2 weeks of Oct. Pre Feb. 2020 - Usabilla. Post Feb. 2020 - Medallia. Consult Nina Elder for info from Product customer interviews. Are we currently showing all backend fields of data in OH now? Do they want to select certain fields to download? Product Owner hypothesis: Job #, PO#, Price, Order number. UXR question - how much product info is pertinent? Do they need to export/download? Or if we improved the interface would that be enough? Would sharing features be needed? Performance issues on the site (lag time with OH data loading/refreshing) is a factor influencing their desire to download the data. Analytics - size of company, amount of data - who needs this the most? (Which/how many customers have jobs taking 12+ months)
|
Analysis | |
Stakeholder Decision | |
Design | |
Conceptualize | |
Testing | |
Production | |
Evaluation | |
Research Timeline
Resources