Streamlining and Simplifying Data & Reporting operations for Unilever's D&A team
Streamlining Innovation & Business Planning (IBP) Process for Unilever
Client
Client
Unilever
Skills
Skills
UX Design
UI Design
User research
Interviews
Prototyping
Data & Analytics
Interaction design
Time line
Time line
Jun '24 - Nov '24
Jun '24 - Nov '24
Jun '24 - Nov '24
Team
Team
1 X Designer, 2 X Developers,
2 X Data team, 1 X Business Analysts, 1X System Architect, 1X PM
(Cross functional agile)
The Context
The Context
The Context
PMRS is an all-level reporting tool for Finance, Supply chain and market that are needed for running their day today business. The current tool is outdated and is not efficient enough for present operations.It has reporting packs, which is used by the users across globe.
Content
The Context
PMRS is an all-level reporting tool for Finance, Supply chain and market that are needed for running their day today business. The current tool is outdated and is not efficient enough for present operations.It has reporting packs, which is used by the users across globe.
My Roles
My Roles
Sole designer of the project handled all the design needs right from,
Gathering requirements
Set the design direction for the design & team
conducting user research workshops
Drive ideation workshops and design showcases
collaborating with engineers
Content
My Roles
Sole designer of the project handled all the design needs right from,
Gathering requirements
Set the design direction for the design & team
conducting user research workshops
Drive ideation workshops and design showcases
collaborating with engineers
Actual Problem
Actual Problem
Actual Problem
Users were not able to deliver reports and data accurately and quickly post the month end closing process that Unilever follows, this created a negative impact for business as these data are so critical and they are actually Unilever's finance and other market and supply chain's data. Which delayed providing the important insights for users from excecutive level.
Users were not able to deliver reports and data accurately and quickly post the month end closing process that Unilever follows, this created a negative impact for business as these data are so critical and they are actually Unilever's finance and other market and supply chain's data. Which delayed providing the important insights for users from excecutive level.
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
To revamp this outdated web application and reshape it into a resource that is proficient for users from both data load and report generation operations thereby minimizing unnecessary human labor, also being scalable for future business enhancements.
Content
Business Goals
To revamp this outdated web application and reshape it into a resource that is proficient for users from both data load and report generation operations thereby minimizing unnecessary human labor, also being scalable for future business enhancements.
The design chellenge
The design chellenge
The design chellenge
HMW design a solution that caters for both the data and reports generations team meeting their needs and pain points and bringing in all the valid use cases that help business as well, in a very simplified manner within a quicker time frame.
HMW design a solution that caters for both the data and reports generations team meeting their needs and pain points and bringing in all the valid use cases that help business as well, in a very simplified manner within a quicker time frame.
Other challenges and obstacles
No proper requirements defined Challenge
The project kick started without any technical documents or BRD, I was just given some of the key business objective where we re-shaped this tool and later the team drafted the BRD using most of the inputs from my side.
Process and Business
The biggest challenge here was to understand their business and the current functionality of the app, it was too complex and was too technical to understand and remember the core finance and other data and technical terms of Unilever.
Final Solution
We simply switched the way how users are approaching to complete a workflow and tasks which resulted in quicker completion of tasks by saving users time and impacting business positively.
Approach based on functionalities
The existing app designed in a way that users have to navigate to each and every business case and within that they have to access different functionalities. But now we flipped that, considering the functionalities are very less in number when compared to the business, where we simplified things which let users to access via use cases where they can access all the businesses within that. This is delighted the users a lot better than before.
Quicker navigation between functions
The new design helped users to navigate between different business functions in a more quicker and a smoother way, which reduced more unwanted time spent while completing a task.
Flexible exporting functionalities
Enabling users to perform exports and downloads in a more flexible way by letting the users to partially download and extract reports, clear unwanted or outdated exports also letting users to paralelly access the module while export is happening, which elevated the way of exporting functionality.
Reduced unecessary touch points
The existing application had many unecessary touchpoints while competing a task which is well refined now.
Bringing everything together
Previously users from one group have to switch between two different platforms for data load and report generation, now I brought everything together at one place which reduces users spending time in completion of tasks.
Improved Information Architecture
Improved content and visual hierarchy to help users to understand the information provided for better and faster app access.
Proper system feedback
This provided users with confirmation for each task they perform, alleviating frequent uncertainties about task completion.
Reduced unecessary touch points
The existing application had many unecessary touchpoints while competing a task which is well refined now.
Bringing everything together
Previously users from one group have to switch between two different platforms for data load and report generation, now I brought everything together at one place which reduces users spending time in completion of tasks.
Approach based on functionalities
The existing app designed in a way that users have to navigate to each and every business case and within that they have to access different functionalities. But now we flipped that, considering the functionalities are very less in number when compared to the business, where we simplified things which let users to access via use cases where they can access all the businesses within that. This is delighted the users a lot better than before.
Quicker navigation between functions
The new design helped users to navigate between different business functions in a more quicker and a smoother way, which reduced more unwanted time spent while completing a task.
Flexible exporting functionalities
Enabling users to perform exports and downloads in a more flexible way by letting the users to partially download and extract reports, clear unwanted or outdated exports also letting users to paralelly access the module while export is happening, which elevated the way of exporting functionality.
Reduced unecessary touch points
The existing application had many unecessary touchpoints while competing a task which is well refined now.
Bringing everything together
Previously users from one group have to switch between two different platforms for data load and report generation, now I brought everything together at one place which reduces users spending time in completion of tasks.
Improved Information Architecture
Improved content and visual hierarchy to help users to understand the information provided for better and faster app access.
Proper system feedback
This provided users with confirmation for each task they perform, alleviating frequent uncertainties about task completion.
Reduced unecessary touch points
The existing application had many unecessary touchpoints while competing a task which is well refined now.
Bringing everything together
Previously users from one group have to switch between two different platforms for data load and report generation, now I brought everything together at one place which reduces users spending time in completion of tasks.
Approach based on functionalities
The existing app designed in a way that users have to navigate to each and every business case and within that they have to access different functionalities. But now we flipped that, considering the functionalities are very less in number when compared to the business, where we simplified things which let users to access via use cases where they can access all the businesses within that. This is delighted the users a lot better than before.
Quicker navigation between functions
The new design helped users to navigate between different business functions in a more quicker and a smoother way, which reduced more unwanted time spent while completing a task.
Flexible exporting functionalities
Enabling users to perform exports and downloads in a more flexible way by letting the users to partially download and extract reports, clear unwanted or outdated exports also letting users to paralelly access the module while export is happening, which elevated the way of exporting functionality.
Reduced unecessary touch points
The existing application had many unecessary touchpoints while competing a task which is well refined now.
Bringing everything together
Previously users from one group have to switch between two different platforms for data load and report generation, now I brought everything together at one place which reduces users spending time in completion of tasks.
Improved Information Architecture
Improved content and visual hierarchy to help users to understand the information provided for better and faster app access.
Proper system feedback
This provided users with confirmation for each task they perform, alleviating frequent uncertainties about task completion.
Reduced unecessary touch points
The existing application had many unecessary touchpoints while competing a task which is well refined now.
Bringing everything together
Previously users from one group have to switch between two different platforms for data load and report generation, now I brought everything together at one place which reduces users spending time in completion of tasks.
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.
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