MN: Dashboard - Richard Interview

Date

Apr 24, 2019

Participants

@Lina Angel (Deactivated)

Talking Points

  • [x] Associates & Users Taxonomy https://airtable.com/tbl393LKZHKjYEjoo/viwaFM3rHI5vuzFPw?blocks=hide

  • [x] Voice Respond System and just use one number in the website and the user selects "Customer Support" "Products" etc?

  • [x] Dashboard:

    • [x] What users want to see in the Dashboard?

    • [x] Do we have any complaints about the Dashboard? (Usabilla)

    • [x] What features from the dashboard they use more? (Heatmap)

    • [x] What people say about the Dashboard? (Laurie)

    • [x] Who creates the content/features for the Dashboard? (Farid: Analytics / Merchandising / Content Scott Madison)

    • [x] Different Users see different content? (Farid: Ask Tim)

    • [x] OLBP Landing Page: Where to add the link to the guide after login? (Matt: Dashboard maybe?)

    • [x] Redesign & order of features (Relevancy)? (Farid: Ask Sam, Malcom & Jess based on users /Job roles)

    • [x] Strategy: How to Show features > Ask if they want it? > Show it if they need them? (Lina... Research & Report for DXT Team)

    • [x] More comments:

    Research Plan

Discussion topics

Presenter

Notes

Presenter

Notes

Richard Silcox

  • The website is the door to the store!

  • Once you enter what do you want to see? Landing Page

  • New features, tutorials, news

  • Customize your Dashboard - e.g. The Government doesn't want to see certain features.

  • Don't show products, maybe minimum cartridges with promotions

  • Features for Dashboard:

    • eCommerce - Products:

      • Search

      • PLP​

      • PDP​

      • Availability​

    • Features

      • Pro pickup​

      • Quotes ​

      • Draft Quotes (quote my customer)

      • My list

      • Accounting (opens OLBP)

      • Order history

      • Quote History

      • Message Center

      • Using the Loyalty Program

      • Find a Location ​

      • Corporate Info - Career Opportunities ​

      • Other Content: Articles, tutorials, etc.

Action items

Decisions