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Generative Research to Understand Merchandiser's Promo Creation Process

Project Overview

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Many customizations for this project were needed in response to the unique requests of the client.

This included balancing work on multiple tasks while simultaneously training a junior UX architect, adapting to changing priorities, deadlines, and an overall company-wide resistance to change.

This experience really made me realize how powerful it feels to bring the skills of a user experience researcher to a project while evangelizing qualitative UX research in a corporate setting.


Introduction- Understanding the needs of merchandising teams while creating promotions for seasonal products.

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My role- Primary UX Researcher while training a junior UX architect.

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Methods-

  • 1:1 semi-structured interviews

  • Surveys (MS Forms) 

  • Card sorting

  • Feature ranking

  • Modified artifact walkthrough

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Discussion-  Triangulating research methods increased the validity and persuasiveness of qualitative findings presented to stakeholders in slide shows.

Recommendations were used by the architect to create wireframes with necessary features.

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Outcome- The project entered the next stage of designs & development as a result of findings.​

Methods used to generate understanding and empathy for users of merchandising promotion forms.
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A retrospective artifact walkthrough was used to generate understanding into the merchandiser's thoughts and behaviors while completing new promotion documents.

Promotion form Artifact Walkthrough moderator guide
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Participants were asked to think aloud while completing the new promo documents.

Promo Artifact Walkthrough - List of fields
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Multiple sources of data can be frustrating and lead to errors!

Intake form data sources pie chart
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Features for merchandising tools were studied in this card sorting activity.

Card sorting activity for categorization of tool features
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I love applying my knowledge and research findings during design iterations.

Design critique on mockup of promo tool
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Joshua Matulonis | User Experience UX Researcher Portfolio

980-275-0411

NY

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©2023 by Joshua Matulonis.

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