Streamlining Innovation & Business Planning (IBP) Process for Unilever

Streamlining Innovation & Business Planning (IBP) Process for Unilever

Streamlining Innovation & Business Planning (IBP) Process for Unilever

Client

Client

Unilever

Skills

Skills

UX Design

UI Design

User research

Interviews

Prototyping

User testing

Design Systems

Data & Analytics

Interaction design

Year

Year

Oct 2022 - Aug 2023

Oct 2022 - Aug 2023

Oct 2022 - Aug 2023

Team

Team

1 Designer, 4 Developers,

2 Data analysts, 1 Automation solution expert, 1 PBI Expert, 1 Business Analysts, 1 PM.

The Context

The Context

The Context

Fusion is a WebApp based control tower that drives accountability and discipline by tracking deliverables vs plans across multiple processes in the Innovation Planning (IBP) cycle.


Currently Integrated Business Planning process is not well connected across teams & business units, currently certain tasks are managed in Power app which is not enough for users and hence there is no standardized operating model. This led to the development of Fusion.

Fusion is a WebApp based control tower that drives accountability and discipline by tracking deliverables vs plans across multiple processes in the Innovation Planning (IBP) cycle.


Currently Integrated Business Planning process is not well connected across teams & business units, currently certain tasks are managed in Power app which is not enough for users and hence there is no standardized operating model. This led to the development of Fusion.

Fusion is a WebApp based control tower that drives accountability and discipline by tracking deliverables vs plans across multiple processes in the Innovation Planning (IBP) cycle.


Currently Integrated Business Planning process is not well connected across teams & business units, currently certain tasks are managed in Power app which is not enough for users and hence there is no standardized operating model. This led to the development of Fusion.

Content

The Context

Fusion is a WebApp based control tower that drives accountability and discipline by tracking deliverables vs plans across multiple processes in the Innovation Planning (IBP) cycle.


Currently Integrated Business Planning process is not well connected across teams & business units, currently certain tasks are managed in Power app which is not enough for users and hence there is no standardized operating model. This led to the development of Fusion.

My Role

My Role

My Role

Led the design initiatives for the entire project and defined the design direction by taking care of all the design needs right from research, testing, building concepts & final UI's.

Led the design initiatives for the entire project and defined the design direction by taking care of all the design needs right from research, testing, building concepts & final UI's.

Led the design initiatives for the entire project and defined the design direction by taking care of all the design needs right from research, testing, building concepts & final UI's.

Content

My Role

Led the design initiatives for the entire project and defined the design direction by taking care of all the design needs right from research, testing, building concepts & final UI's.

Actual Problem

Actual Problem

Actual Problem

Inability of users to finalize their tracking process in a timely manner led to a postponement in the generation of reports for executive-level individuals. This caused a subsequent delay in the assessment of the performance of a brand or product in the marketplace.

Inability of users to finalize their tracking process in a timely manner led to a postponement in the generation of reports for executive-level individuals. This caused a subsequent delay in the assessment of the performance of a brand or product in the marketplace.

Inability of users to finalize their tracking process in a timely manner led to a postponement in the generation of reports for executive-level individuals. This caused a subsequent delay in the assessment of the performance of a brand or product in the marketplace.

Inability of users to finalize their tracking process in a timely manner led to a postponement in the generation of reports for executive-level individuals. This caused a subsequent delay in the assessment of the performance of a brand or product in the marketplace.

Content

Actual Problem

Inability of users to finalize their tracking process in a timely manner led to a postponement in the generation of reports for executive-level individuals. This caused a subsequent delay in the assessment of the performance of a brand or product in the marketplace.

Business Goals

Business Goals

Business Goals

Transform & Modernise

Transform the current tool which is in a power app to web app for faster access and to bring improvement in-terms of User experience and to modernise the tool.

Content

Content

Fasten the tracking

Find a solution to streamline and redesign to build a web app that helps users to do quicker tracking process. Which also improves better user engagement.

Content

Content

Target the audience

Conduct a research workshop with the target audiences to understand their pain points, needs and goals to design the tool accordingly for their use cases.

Content

Content

Business Goals

Transform & Modernise

Transform the current tool which is in a power app to web app for faster access and to bring improvement in-terms of User experience and to modernise the tool.

Fasten the tracking

Find a solution to streamline and redesign to build a web app that helps users to do quicker tracking process. Which also improves better user engagement.

Target the audience

Conduct a research workshop with the target audiences to understand their pain points, needs and goals to design the tool accordingly for their use cases.

The design challenge

The design challenge

The design challenge

HMW design a solution which would work well for a variety of different contexts and allow users to quickly track the IBP process within deadlines that generate reports quickly on time and thereby improve business outcome with proper user research that helps in understanding their pulses and to implement a solution that solves all the existing problems and further adds more value to the tool used for various regions?

Other challenges and obstacles

Collaboration Challenge

The project was cross-functional initiative that involved people from various teams like Data analysts, Automation Experts, Developers & BA's.

Conducting Research

Conducting research worksop with such a large user group and users from 3 different country in a remote approach was very challenging.

Process and Business

Their company operations were extremely intricate, managing a vast array of brands and products, and getting and understanding of their process was quite challenging.

Solution

Solution

The overall solution we decided to build one control tower (i.e) a tool bringing everything together that helps users access to all the required functions that are all scattered across currently, right from data loading and tracking to report generation at one place and added more functional values that leveraged the business accordingly.

The overall solution we decided to build one control tower (i.e) a tool bringing everything together that helps users access to all the required functions that are all scattered across currently, right from data loading and tracking to report generation at one place and added more functional values that leveraged the business accordingly.

What we pulled off

3X

3X

3X

Improved Business

Improved Business

Improved Business

This impacted the overall business success and improved the efficiency by the faster report generation practices.

8000

8000

8000

hrs

hrs

hrs

of man hours saved anually

of man hours saved anually

of man hours saved anually

The new design saved huge amount of unwanted time spent on completing the tasks.

100%

100%

100%

User satisfaction reported

User satisfaction reported

User satisfaction reported

Post design usability study reported that users enjoy using the new software with the new design a lot with "0" dissatisfactions.

Following users mental model

Came up with a design that doesn't disrupt the user's mental model by almost bringing in the look, feel and functions of spreadsheets. The entire process was carried out in a spreadsheet for many years, current users who use excel spread sheet to complete this IBP process, they found it much easier to migrate from spreadsheets to the current web app. Just like excel or any other spreadsheets the users can directly make edits to any cells update accordingly. Also built other functions in a way that it bring the match between the system and the real world.

Brand Coherence

Designed the tool with all the required brand guideline which ensures that your brand's visual language is consistently applied across all digital touchpoints, promoting a strong and coherent brand presence.

Improved filtering options

Improved filtering options

Introduced cutting-edge filter options with superior capabilities allowing the users to pinpoint and find the suitable product from an array of 1000's of items they own.

Real time collaboration

Enabled transparency on every changes by adding comment feature for every item, enabling customers to engage and seek insight from the community to clear up uncertainties. This led to a decrease in unproductive time spent in debates.

Providing Visibility of system statuses

Here in the right hand side screen I have just given one example of system providing feedback to users. I implemented everywhere thus providing users proper visibility of the system statuses.

Flexible data loads

Given more importance from data load perspective as data plays a key role here, enabling loading of data from various sources. This enables "Flexibility and efficiency of Use"

Minimal level Design Systems & Comps

This enabled us to achieve uniformity throughout the software, thereby enriching the users' comprehension of its features. This enabled consistency and standards across the entire application. Simultaneously, it facilitated the creation of a component library that can be utilized across the array of tools developed by the same D&A team. Which also resulted in better handoff which when applied to the designs of for many other applications also.

Defining IA

Defined proper content and visual hierarchy to help users to understand the information provided for better and faster use case and Navigations.

Following users mental model

Came up with a design that doesn't disrupt the user's mental model by almost bringing in the look, feel and functions of spreadsheets. The entire process was carried out in a spreadsheet for many years, current users who use excel spread sheet to complete this IBP process, they found it much easier to migrate from spreadsheets to the current web app. Just like excel or any other spreadsheets the users can directly make edits to any cells update accordingly. Also built other functions in a way that it bring the match between the system and the real world.

Brand Coherence

Designed the tool with all the required brand guideline which ensures that your brand's visual language is consistently applied across all digital touchpoints, promoting a strong and coherent brand presence.

Improved filtering options

Introduced cutting-edge filter options with superior capabilities allowing the users to pinpoint and find the suitable product from an array of 1000's of items they own.

Real time collaboration

Enabled transparency on every changes by adding comment feature for every item, enabling customers to engage and seek insight from the community to clear up uncertainties. This led to a decrease in unproductive time spent in debates.

Providing Visibility of system statuses

Here in the right hand side screen I have just given one example of system providing feedback to users. I implemented everywhere thus providing users proper visibility of the system statuses.

Flexible data loads

Given more importance from data load perspective as data plays a key role here, enabling loading of data from various sources. This enables "Flexibility and efficiency of Use"

Minimal level Design Systems & Comps

This enabled us to achieve uniformity throughout the software, thereby enriching the users' comprehension of its features. This enabled consistency and standards across the entire application. Simultaneously, it facilitated the creation of a component library that can be utilized across the array of tools developed by the same D&A team. Which also resulted in better handoff which when applied to the designs of for many other applications also.

Defining IA

Defined proper content and visual hierarchy to help users to understand the information provided for better and faster use case and Navigations.

Following users mental model

Came up with a design that doesn't disrupt the user's mental model by almost bringing in the look, feel and functions of spreadsheets. The entire process was carried out in a spreadsheet for many years, current users who use excel spread sheet to complete this IBP process, they found it much easier to migrate from spreadsheets to the current web app. Just like excel or any other spreadsheets the users can directly make edits to any cells update accordingly. Also built other functions in a way that it bring the match between the system and the real world.

Brand Coherence

Designed the tool with all the required brand guideline which ensures that your brand's visual language is consistently applied across all digital touchpoints, promoting a strong and coherent brand presence.

Improved filtering options

Introduced cutting-edge filter options with superior capabilities allowing the users to pinpoint and find the suitable product from an array of 1000's of items they own.

Real time collaboration

Enabled transparency on every changes by adding comment feature for every item, enabling customers to engage and seek insight from the community to clear up uncertainties. This led to a decrease in unproductive time spent in debates.

Providing Visibility of system statuses

Here in the right hand side screen I have just given one example of system providing feedback to users. I implemented everywhere thus providing users proper visibility of the system statuses.

Flexible data loads

Given more importance from data load perspective as data plays a key role here, enabling loading of data from various sources. This enables "Flexibility and efficiency of Use"

Minimal level Design Systems & Comps

This enabled us to achieve uniformity throughout the software, thereby enriching the users' comprehension of its features. This enabled consistency and standards across the entire application. Simultaneously, it facilitated the creation of a component library that can be utilized across the array of tools developed by the same D&A team. Which also resulted in better handoff which when applied to the designs of for many other applications also.

Defining IA

Defined proper content and visual hierarchy to help users to understand the information provided for better and faster use case and Navigations.

The Design Process

Viewing - 1 / 4

Early Discovery

Before I kickstart the design, we had stakeholder sessions to I understand the business process which is followed currently, also to understood the gap between actual process and what is followed in the current power app.

Key Things Discussed

Key Things Discussed

Key Things Discussed

We Set deadlines and milestones.


what are the key KPI's that need to be achieved along the way?


Identify any constraints or limitations legal or other constraints that will impact the project's goals or objectives?


Connected with people from various tech fronts to understand the technologies that are used and had a ice breaker session with the cross functional team on planning for collaboration.

Viewing - 2 / 4

Research Phase

We started with research in-order to minimize the hypothesis and guessing around, and to design a product which will match the customers’ expectations and business goals.

Actual end Users

Primary Users

They are the brand managers from various teams from the regions of North America that includes countries like USA, Canada & Mexico.

Secondary Users

They are the senior managers of those brands who monitor the products or brand's performance by generating reports.

Users from all regions

Users from both the team and all regions.

4800+

4800+

Users involved in interviews

Users involved in interview

Users involved in interview

Users involved in interviews

20

20

Users involved in testing

Users involved in testing

10

10

Method

Users from both the team and all regions.

One on one remote interviews

One on one remote interviews

One on one remote interviews

Regions Covered

Users from both the team and all regions.

USA & Canada

USA & Canada

USA & Canada

User Interviews

User Interviews

User Interviews

User Interviews were conducted in a moderated way via the video calls, asking the users to answer the set of questions that we prepared.

User Interviews were conducted in a moderated way via the video calls, asking the users to answer the set of questions that we prepared.

User Interviews were conducted in a moderated way via the video calls, asking the users to answer the set of questions that we prepared.

User Interviews were conducted in a moderated way via the video calls, asking the users to answer the set of questions that we prepared.

User Interviews

User Interviews were conducted in a moderated way via the video calls, asking the users to answer the set of questions that we prepared.

Pre Usability Testing

Pre Usability Testing

Pre Usability Testing

We conducted Pre-usability test with the existing power app in a non-moderated way asking the users to complete a flow and write down their experience and frustrations.

We conducted Pre-usability test with the existing power app in a non-moderated way asking the users to complete a flow and write down their experience and frustrations.

We conducted Pre-usability test with the existing power app in a non-moderated way asking the users to complete a flow and write down their experience and frustrations.

We conducted Pre-usability test with the existing power app in a non-moderated way asking the users to complete a flow and write down their experience and frustrations.

Pre Usability Testing

We conducted Pre-usability test with the existing power app in a non-moderated way asking the users to complete a flow and write down their experience and frustrations.

User Insights

Need a super simple interface to handle complicated large data sets.

Need a super simple interface to handle complicated large data sets.

Need a super simple interface to handle complicated large data sets.

Taking more time

Even smaller tasks are taking more time to complete. I had to go through more steps for completion.

The current tool is frustrating

While completing important tasks this often struck at a point.

Can't understand

After completing some uploads, downloads or after adding any updates, the system is not responding back with the status.

Not able to focus on particular data

Having the need to work within this huge loads of data, focusing on specific data makes it difficult.

My brain is totally eaten up

Understanding certain things consumes more of my mental capacity. Many things are not easily recognizable.

74%

Users says that all required basic functions are not accessible.

34%

Users feel like they are working in space of overloaded data.

85%

Users need just a simple tool with all the necessary functionalities.

Key Takeaways

Bring everthing together

Currently all the processes are done from different platforms and links, the ultimate goal to bring them all together.

No user centricity

Build an experience that is user-centric and caters to the user's needs and wants.


Minimizing the manual tasks

Trying to automate things and enabling specific functions that helps reduce the users effort.

Lack of data hygiene

To define content, visual hierarchy and organise the data to help users to understand the information they need and learn how to use the app faster.


Challenges with task execution & navigation

Complex user journey's. Navigating between different modules poses a challenge for users. Completing a certain tasks was like a very difficult process lacking continuity accross.

Bringing Inclusivity

Creating designs that are universally accessible at a basic level, as our user base comprises a wide range of individuals.

Viewing - 3 / 4

Ideate & Define

Users statements gave me the direction to come up with the new simplified flow, with reduced stages and which will focus more on lowering memory load and will help users in decision making.

Crafting a fresh flow

Crafting a fresh flow

Crafting a fresh flow

Started defining the user flows, after getting an understanding about the actual business process and having all the users statements.

The true objective was to gain knowledge, comprehend and rectify issues in the existing user experience and to streamline all processes.

Designing this user flow led to the discovery of more features and functions which helped us to design a simple approach for the users without complicating things.

Defining the Information Architecture

Defining the Information Architecture

Defining the Information Architecture

once after deciding what to focus and what to achieve at the overall level I defined the inforamation architecture of the application which plays a major role in user navigation and accessing information quickly.

Viewing - 4 / 4

Final Designs

I aimed for a solution in which people would connect with the tool emotionally. Something which will bring users back to work and they feel happy and engaged when they use it.

Having a huge data sets with over 4,50,000+ items (combined for all modules) and enabling the users to track and to add other input functionalities for each of those items with a hassle-free experience is a huge challenge.

Started approaching the final UI's by iterating from the rough wireframes for the initial set of screens.

UI Design approach

The overall context is to make it simple that users can easily handle and play with this huge number of items or data. Bringing a very straight forward UI design approach enabling all responses back and forth with the tool and the user ignoring the complexity factor.

At the interaction level, the focus was to help users in decision-making. I focused on minimal gesture-based interaction and showed all the necessary information in the first view.

I started exploring various layout and navigation options. After lots of iterations and discussions with users, I closed on the designs which had a lesser learning curve.

Interaction and prototyping

The entire tool was designed with all the interactiveness and had a clean connection across screens.

The actual motive of using all the interactions and prototyping is not to just convey the design ideas to developers also helped understanding the stake holders what the designs are actually meant while reviewing with them.

Design Handoff

The entire handoff process was done stage by stage like which we followed agile methadology. so that we can meet the deadlines pretty much quickly. Connected with developers teams to help them understand the design functionalities and had a detailed walkthrough on various flows, design system components and its states and specific constrains to follow, so that the space between the design and developed screens get reduced.

Findings

The journey of designing this application has been a significant learning experience for the whole group. I garnered the chance to comprehend diverse technologies and manage extensive data sets.

I've gained a clearer perspective on designing for substantial data. Moreover, delving into core UX processes such as user interviews and usability assessments was an enlightening venture. It highlighted the significant role research can play in positively influencing the formation of a product tool like this.

Thanks for looking at my case study!

Due to NDA restrictions, I've primarily elucidated processes, keeping software functionality discussions minimal!

If you have any more questions or want to know more details, please don't hesitate to contact me. For now, please consider checking my other work, my experiments, or learn more about me.