In 2016, LH Ventures hired our Carnegie Mellon research team of 5 to reimagine purchasing interactions between retail buyers and their wholesale suppliers.
After we prototyped an online collaborative retail-buying platform, I joined LHV as lead designer to bring it to market.
BuyingTime is currently launching with a billion dollar retail client.
Only have a few mintues? Watch the video below for the story of BuyingTime in 3 minutes. Learn about our critical insights, pivot, and vision or jump straight to going to market.
Lead UX researcher. I systematically aligned our models with our key insights and evidence. I co-wrote our research and design reports to communicate our insights. I worked closely with buyers and suppliers to iteratively test and improve BuyingTime.
Business Strategist. I translated our insights into sustainable competitive advantages. I designed and coded our product website to communicate the benefits of BuyingTime. I worked with our CEO to keep users at the core of our vision and deliver on our brand promises.
Product Leader. I co-wrote user stories and defined the scope of our prototype—designing workflows, wireframes, and requirements for the full enterprise web platform.
Designer. I designed our navigational and UI components, bringing them together in interactive mockups.
User Research. Contextual inquiry, semi-structured interviewing, surveys, artifact analysis, empathy building activities, secondary research
Synthesis. Affinity diagramming, customer journey mapping, flow modeling, service design, information architecture, business strategy
Prototyping. Storyboarding, low to high-fidelity wireframing and prototyping, interaction design, usability testing, heuristic evaluation
Communication. User stories and requirements, collaboration, stakeholder meetings, client presentations, design reviews, agile UX
We set out to energize the relationship between retail buyers and their wholesale suppliers.
Everyday, retail buyers plan, source, and purchase the products that you see on the shelves. The cumulative decisions of a single retail buyer can account for millions in annual revenue and directly affect the success of their company.
But before the products ever make it onto the shelves, buyers wade through a dizzying array of emails, spreadsheets, phone calls, and meetings to collaborate with wholesalers. This process is inefficient and frustrating for buyers across the board. Our goal was to simplify, clarify, track, and improve the way buyers and suppliers interact with each other.
To understand how buyers interact with suppliers you have to talk their talk.
To prepare for interviews and contextual inquiries I facilitated team teach-back sessions to get up to speed on a jargon-heavy industry.
Next, our competitive analysis revealed a pattern: buyers rely on heavily-siloed systems. Our secondary research uncovered a succinct summary of why that might be the case: organizations tend to design software specific to their own needs and communication structures. This approach works well until retail and supplier companies struggle to work together because their software is so specific to their own processes that it doesn't play well with others. And to make matters worse, every retailer wants to work with their supply chain differently, making it hard to have standard and collaborative tools.
To uncover why the buyer-seller relationship is so crucial to the buying process, I collected and analysed how buyers talk about their "best buy" to understand their motives (interestingly, every buyer has a "best buy" story ready to go at a moment’s notice).
Buyers stories abound from their working relationships with suppliers—some going back over 20 years. With little prompting, people were eager to talk about a great deal they negoriated, or a bet on a new trend paying off. These stories provided me with key insights, both into the motives for, and the process of, buying. To understand how products are negotiated I observed high-profile sales meetings during a contextual inquiry. To dissect what makes a great relationship, I asked everyone from managers to new hires about their closest inter-company partners.
I also encouraged experimental research activities to supplement the more traditional research methods. I designed an empathy-building activity that let our team experience first-hand the frustration and pressure buyers face while trying to stay on trend and hit sales meterics with incomplete information.
For more details about all of our research results, check out our full research report.
We modeled the relationships between, and the processes of, buying and selling and began to see where we could help connect people and simplify interactions.
Since we collected data from diverse users across the retail industry, we tracked several roles in an affinity diagram. We modeled the flow of information, organizational pressures, and personas, and we returned to these foundational models continually to uncover new insights.
Our models revealed that while retail and supplier organizations have many complex, feature-rich systems, the vital sales interactions fall into an abyss separating one company's system from another. We started to consider how we might create a buying experience that crosses company boundaries and brings buyers and suppliers together seamlessly.
Technology often prioritizes numbers, but more often it should emphasize and facilitate relationships.
Buying is based on a buyer's relationships: to their customers, to their suppliers. Where scale makes it difficult for these relationships to directly connect, technology can renew the connection.
To bring the buyer's relationships to the forefront of our designs, we wanted to make the buying experience more visual, collaborative, and fun. To capture the design direction, our team summarized our findings into four insights:
Buyers can’t find the needle in the haystack. Buyers need actionable information to make decisions, but they are given hand-me-down financial, sales, and product spreadsheets adapted from other department’s needs. When a buyer transitions roles, getting up to speed on all this product information can take months (especially when half the information is lost to the previous buyer’s email account).
Buyers struggle to put the puzzle together. Buyers gather insights from looking at competitors, observing their customers in-store, analysing sales data, and discussing trends with vendors. It takes a ton of effort to tease out actionable insights from these ad-hoc activities.
Purchase Orders are 20% work, and 80% headache. Buying means writing purchase orders, but emerging issues between buyers and vendors can cause late shipments, missed opportunities, and strained relationships.
What Happened to the Thrill? Buying creates a unique high that is part shopping, part strategic gambling, and part competition. Finding products and playing with data is the strategic core of buying—we want to get the mundane out of the way so buyers can focus on strategy.
We pivoted from directly helping buyers to helping suppliers help buyers.
After the research phase, I led the team and our client through a series of branding and value proposition exercises to find the core values that connected our user's needs (demand) and our clients interest in developing our work into a business within a year (viability), and the 8 weeks we had remaining to create and test a full prototype (feasibility).
While trying to build consensus around a value proposition, I revisited one of our fundamental questions: why do buyers work with suppliers at all? The short answer: buyers have to review tens of thousands of products a year, so they rely on their suppliers to be partners, guides, and experts on the specifics of the products they sell. The best suppliers anticipate their buyers' needs to make their lives easier.
I started to conceptualize our prototype as a service platform. I realized we weren't in the best position to help buyers, suppliers were. Buyers already had a large network interested in supporting them. Rather than trying to design a tool for buyers, we envisioned a platform that allows them get more value from their existing supplier relationships.
To create a platform that connects and aligns everyone in the buying cycle, from retail department managers to sales reps.
To do this we created a platform that connects and aligns everyone in the sales cycle, from retail department managers to sales reps. We focused our prototype on the idea that buyers could "give a little and get a lot". Unlike other software in the market, we made it easy for buyers to organize and express their needs internally and externally to their supplier network. This structure makes the buying process visual, organized, and connected in real time. For a full breakdown of the features and benefits of our prototypes, check out our design report.
Creating BuyingTime turned out to be a great example of how human-centered design could create business value.
I successfully ensured our client's interest in creating a business shaped and was shaped by our design process. By systemically aligning our research and designs to deliver value to both buyers and suppliers, we have created a novel service platform prototype that users are excited to try. And by thinking critically about the whole buying ecosystem, we have created a road map for how our client can grow prototype in the future.
"We don’t work that way right now… I think maybe we should. When can I try it?"
- Retail Buyer, 12 years
In October 2016, I joined LH Ventures as employee #3 to evolve our vision into a full-scale B2B platform. Since I was working almost 100% remotely on a newly formed team, I took a lead role in trying out different collaboration tools and processes to help us find our stride.
Working in a startup with only a handful of people, I worked on most product-related roles. From the big picture to the detailed interactions, I took on the challenge and responsibility to continuously align design choices with evidence to create value for our users and build our brand.
The following discussion highlights a specific design challenge to illustrate how I draw upon prior experience and new insights to successfully pivot strategy and design.
How I could best represent products to help buyers triage tens of thousands of products a year quickly and confidently?
Products are the basic unit of the buying process, and by extension, the key element of BuyingTime. As such, one of my early design challenges was how to represent products across our platform.
I started problem solving by getting many perspectives, examining, extensively, how products are presented on popular ecommerce platforms. I collected and summarized a library of these representations, tallying the different types of product information included for each. After sketching card designs with different amounts of information, I evaluated their strengths and weaknesses with buyers.
Testing with buyers quickly revealed that scale and logistics mean that buyers have very different needs than individuals shopping online. One surprising example—unit price is often a secondary concern for retail buyers because many complex shipping and logistical factors make product prices from different suppliers difficult to compare. Since ecommerce didn’t map directly on to our users’ domain or expectation, I started looking to other disciplines for a model that would provide the right information on the product cards at the right time.
I drew on past experiences to develop a new model for product flow and interaction designed exclusively for retail buyers.
I needed to abandon the ecommerce examples, but still create an experience familiar to retail buyers. I did this by drawing on my past knowledge of marketing and branding to rethink my key challenge: how do I just the right amount of information and interaction at each stages in the purchasing process?Drawing on previous branding experience, I adapted a marketing communication model (AIDA) and used it to clarify what information and interactions were needed different stages in the purchasing process. AIDA stands for attention, interest, desire, and action. It describes how a successful advertisement will move a consumer through a purchasing decision. Each stage sets up and leads into the next one: without attention, you can’t have interest, and without these two you can’t have desire and action. I defined the visual and interaction cues at each stage that hail and promote the user to move forwards through the process.
I quickly blocked out the different structures to show which function and information would be needed depending on user role and other contextual factors. I used this as a tool to talk about a repeatable structure of the cards with the development team without getting bogged down in the details.
I returned to the AIDA model during each product card redesign to help communicate the strengths and weakness with other members of my team. I continued to test and iterate the design and interactions Invision with interactive mockups. These mocks began some great conversations about the direction of our visual style, and whether the benefits of including notifications using the masonry layout outweighed the shorter scanning time of a more strict grid.
By drawing on and adapting previous experiences, I created a reusable model with a set of decision-making criteria that greatly sped up the time to consensus in later discussions. Applying a design-thinking process helped me communicate how the micro interactions I designed realized larger benefits for buyers (quickly triaging product information).
"[BuyingTime] appears to be very user friendly and has the potential to simplify the buyer purchasing process."
- Sr. Retail Buyer, 26 years
Buying time is currently in active beta with a billion dollar retail client.
After applying this model throughout our platform, I tested the product interactions and workflows and found that buyers were excited to review products using our platform. I similarly deployed skills in problem solving, strategy, and empathy to create experiences across our platform: navigation, user roles, permissions, bulk data and media manipulation, intercompany messaging, revision tracking, and more. Taken together, these choices have delivered significant value to both supplier and retail partners.
Being responsible many foundational concepts and designs challenged me to seek out feedback from, and check my biases with, both my users and colleagues. I worked closely with every team member, shifting between leading and supporting roles to make sure we hit our release goals or when priorities shifted. Finally, using human-centered design methods I helped shape and deliver an experience that is making the process better for retail buyers.