Kohl's connected store

Store inventory management for Kohl's associates

Efficient and accurate inventory management for department stores.

  • B2B
  • Logistics
Role
Lead designer
Launched
May 2017
Audience
Associates in 1,100+ stores
Store inventory project cover

To simplify inventory management, in 2016 Kohl’s moved its inventory counting from a dedicated RF device to a smart enterprise mobile device, the Bluebird. This is the story of how I made that transition as easy as possible for associates in over 1,100 stores.

My role

Leading UX through full release

I led the UX design process from November 2016 to full release in May 2017, alongside a researcher, a design manager, a project manager and engineers building for Bluebird on Windows 10.

Final inventory counting screens on the Bluebird device.

User research

Understand the terms, the device and today's experience

We lacked domain knowledge in inventory management, so we needed to learn the counting process thoroughly — and quickly. Early on, we ran contextual inquiries with store associates to understand the challenges and opportunities in their day-to-day work, and to see how complex inventory management really is.

Experience mapping

Spot the common ground

Core inventory counting flow.

From day one, the team agreed this was a transitional experience, not something new from scratch. Keeping the Bluebird experience as close as possible to the RF device would reduce retraining for associates. That early decision shaped the quality of the result throughout.

The current experience flow on the RF device.
Current experience flow

Some challenges of inventory counting we discovered:

Summary of the challenges found in the current counting process.

Design highlights

Propose an upgraded experience

A clear start

Associates see a clear estimate of the workload in 1 tap, instead of tapping 3 times to reach the “ready to scan” screen.

Scan in the know

A one-handed design, so associates keep scanning without stopping, even when an error occurs.

Submit with clear confirmation

Instead of tapping 4 times without knowing exactly what they’re selecting, associates review what they scanned before submitting — no more rescanning everything because of one miss or double scan.

Counting screens before (RF device) and after (Bluebird), from start to submission.
Before and after

Design iteration

Going back to end users

Within 2 weeks, with my research partner, we tested the design in 2 stores with 3 associates in different roles. One associate loved it so much she ended the test by saying “I like it!” three times. 😉

pass rate on the main flow
100%
overall success on key experience measures
80%
How the counting screens evolved through testing, with notes on each change.
Design evolution

Save the count first

Putting the design in front of associates showed us right away that we’d overlooked their environment. With merchandise everywhere, things get misplaced. With the existing design, fixing that meant asking a store manager to reopen the count.

”With so many boxes and merchandise around, things often get misplaced. A sweater ends up in the shoe department; a missing pair of jeans gets ‘rescued’ from the T-shirt pile.”

To save the back and forth, I introduced a Save function: associates can save each completed count, keep going, and submit all counts together once everything is scanned.

Saved counts list, shown after tapping into saved counts so associates can pick up where they left off.

Design reflection

Story to be continued

Design the user experience, not just the feature

Part of the work was educating partners about user experience, rather than racing feature releases. We were first given 2 weeks, to leave time for development. The conversation opened up when we shared what we’d learned from associates in stores and how it shaped the design. We realized how big the gap was between store associates and people in the office — and the photos and insights built trust between teams and started a real conversation about timeline and features.

Design for Bluebird on Windows 10

Designing for Bluebird, a retail-only enterprise device, was new to me. After handoff there was a lot of back and forth with engineering, and I read through the Windows 10 developer docs to get the experience right.

Afterwards, I created a Bluebird pattern library to support other designers. Our team went on to design more than 10 Bluebird apps, and the process and library reached more and more people at Kohl’s.

Sample of the design deliverable: annotated wireframes.
Design deliverable sample

Tools

  • Paper & pencil
  • Sketch
  • InVision

Methods

  • Contextual inquiry
  • Usability testing

Skills

  • Systems thinking
  • Presentation
  • UX research
  • Storytelling
  • Experience mapping
  • Rapid prototyping

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