UX_Strategy Example

Transcription

UX_Strategy Example

PROJECT ANALYSIS
UX_Strategy Example
VERSION
PUBLISHED
Real Time Pricing Project
UX Strategy Example
Real Time Pricing Project Analysis
EXAMPLE
1.0
Sun Mar 06 2016
PAGE 1 OF 39
PROJECT ANALYSIS
UX_Strategy Example
VERSION
PUBLISHED
Phase 1 Goals
Goals of this discovery phase
• Understand the workflow we are designing a solution for
• Identify what aspects of the workflow we can improve
• Structure the information we will be working with
• Identify the primary and secondary users
• Purpose the new workflow
• Identify project risks
• Purpose next steps
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
UX_Strategy Example
VERSION
PUBLISHED
Goal - 1
Understanding
The workflow we are designing a solution for
1.0
Sun Mar 06 2016
PAGE 3 OF 39
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Process Diagram 1
!
Revenue Planning
& Analysis Team
"
Plan File
Product(s) Base Price
1.0
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Process Diagram 2
!
Revenue Planning
& Analysis Team
"
Plan File
!
Operations SupportTeam
Initial Data Creation
Voyage codes & Itinerary entered in Database.
Pricing Master
!
!
Pricing & Demand Team
Revenue Management Team
"
#
"
Multiple Excel Docs:
Created, edited and
managed manually
Once the initial Plan File is implemented, pricing
fluctuates based on multiple factors such as:
• Demand
• Inventory
• Competitive pricing
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Process Diagram 3
!
"
Revenue Planning
& Analysis Team
Plan File
!
Pricing Master
!
!
"
#
"
Created, edited and
managed manually
$
Pricing & Demand
Director
At some point the Pricing & Demand Director
approves new prices to display
CSV hacks
Lead Prices and Promotional Notes
for website content
form BFF and
* Exported
then manually managed
"
"
ActionPlan
Inclusive product pricing document
created for data entry into Database
formatted and
* Manually
created to match
Database’s input screen
1.0
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Process Diagram 4
!
"
Revenue Planning
& Analysis Team
Plan File
!
Pricing Master
!
!
"
#
"
Created, edited and
managed manually
$
Pricing & Demand
Director
CSV hacks
"
for website content
form BFF and
* Exported
"
ActionPlan
formatted and
* Manually
created to match
Hack in order to
bypass the 24hr delay
! Operations Support Team
enter the Action
* Manually
Plan file into Database
Database
CMS
WebSite (storefront)
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Process Diagram
!
"
Revenue Planning
& Analysis Team
Plan File
!
Pricing Master
!
!
"
#
"
Created, edited and
managed manually
$
Pricing & Demand
Director
CSV hacks
"
for website content
form BFF and
* Exported
"
ActionPlan
formatted and
* Manually
created to match
Hack in order to
bypass the 24hr delay
! Operations Support Team
enter the Action
* Manually
Plan file into Database
Database
Database runs a Batch Process
! Data Warehouse Team
* Receives Campaign files
Updates SQL
CMS
SQL-DataBase
! Data Center Team
Receives Pricing
*Master
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PROJECT ANALYSIS
UX_Strategy Example
VERSION
PUBLISHED
Goal - 2
Identify
Aspects of the workflow we can improve
1.0
Sun Mar 06 2016
PAGE 9 OF 39
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Process - Area of Focus
!
"
Revenue Planning
& Analysis Team
Plan File
Once the initial Plan File is implemented, pricing
fluctuates based on multiple factors such as:
!
!
"
#
• Demand
• Inventory
• Competitive pricing
"
Created, edited and
managed manually
$
Pricing & Demand
Director
CSV hacks
"
for website content
form BFF and
* Exported
"
ActionPlan
formatted and
* Manually
created to match
An ideal application would allow the users to:
• Create, edit and manage a single Pricing Master
• Contain an approval/rejection process for price changes
• Produce an audit log of all pricing changes
• Provide product life cycle management for campaigns and promotions
• See real time inventory for Revenue Mgmt Team
• Provide visibility into other rates being offered across Holland America Group
• Adjust pricing on the website in real time
• Eliminate manual processes
1.0
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Application Feasibility - Initiation
The Pricing Master application could
either be initiated from the .xls Plan File
or initially entered by Rev & Planning
Team
!
"
Revenue Planning
& Analysis Team
Plan File
Pricing Master
!
!
"#
CSV hacks
Single Document:
Created, edited and
managed digitally
"
for website content
digitally and exported
* Managed
from the single source BFF
"
ActionPlan
formatted to
* Automatically
match Database’s input
screen
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Application Feasibility - Business Processes
!
The Pricing Master Application would
include the creation, editing and
management of the Pricing Master.
It would contain an approval/rejection
process and an audit log of all pricing
changes.
"
Revenue Planning
& Analysis Team
Plan File
Pricing Master
!
!
"#
It would provide Product Life Cycles as
well as any other Business Logic
needed to produce desired outputs.
CSV hacks
$
Single Document:
Created, edited and
managed digitally
"
for website content
* Managed
"
Approval Notification System
ActionPlan
formatted to
* Automatically
screen
Pricing & Demand
Director
%
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Application Feasibility - Outputs
!
"
Revenue Planning
& Analysis Team
Plan File
Pricing Master
!
!
The Pricing Master
Application’s outputs will still
be manually implemented
"#
CSV hacks
$
Single Document:
Created, edited and
managed digitally
"
for website content
* Managed
"
Approval Notification System
ActionPlan
formatted to
* Automatically
screen
Pricing & Demand
Director
%
1.0
Sun Mar 06 2016
PAGE 13 OF 39
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Service Oriented Architecture
DATA
BUSINESS PROCESS & LOGIC
SERVICES or APIs
PRESENTATION
1.0
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
HAG's Incomplete Architecture
!
Plan File
Pricing Master
!"
Single Document:
Created, edited and
managed digitally
CSV hacks
!
for website content
!
BUSINESS PROCESSES & LOGIC
ActionPlan
created for website content
SERVICES or APIs
No Real Time Communication
Database
DATA
SQL-DataBase
CMS
PRESENTATION
1.0
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Service Oriented Architecture Solution
SQL-DataBase
Database
DATA
Plan File
Pricing Master
"!
BUSINESS PROCESSES & LOGIC
Single Document:
Created, edited and
managed digitally
Pricing API or Services
for website content
SERVICES or APIs
PRESENTATION
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
UX_Strategy Example
VERSION
PUBLISHED
Goals - 3 & 4
Pricing Master Application
Identify the primary and secondary users &
Structure the information we will be working with
1.0
Sun Mar 06 2016
PAGE 17 OF 39
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Pricing Master Application Users & Roles
Primary Users
Special Permissioned Users
Create, Edit and Maintain product pricing structures
Qualify requested changes that meet a set criteria
!
Revenue Planning
& Analysis Team
!
!
"
Pricing & Demand
Director
Secondary Users
Consume the outputs of the application
!
!
Data Warehouse
1.0
Sun Mar 06 2016
PAGE 18 OF 39
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Proposed Product & Pricing Structure
Product
• Region + Year + Season
i.e. Europe 2016 Holiday, Europe 2016 Summer, etc.
Product(s)
• Sail Dates
• Itinerary
Pricing Structures
Nationwide Rates
Campaign
Voyages
• Embark/Debark
• Ship/Class
• Voyage Codes
• Sail Length
Select Promotion
Signature Rates
(Rates Do Not Change)
Promotions
PromoCodes
Promotions
PromoCodes
Promotions
PromoCodes
Pricing Mechanisms
Promotion
PromoCode
PromoCode
PromoCode
PromoCode
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Proposed Product Data Structure
Product
• Region + Year + Season i.e. Europe 2016 Holiday, Asia
2016 Summer, etc.
Voyages
• Sail Dates
• Itinerary
• Embark/Debark
• Ship/Class
Ship Class Metas
- types of rooms available on specified ship
• IN
• OV
• LANAI
• VER
• STE
• Neptune
• etc.
Meta Categories - room demand based on location
VERONA
• Interior
• Ocean View
• Obstructed Ocean View
• etc.
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Proposed Product Data Structure - Voyage Codes
Product
• Region + Year + Season i.e. Europe 2016 Holiday, Asia
2016 Summer, etc.
Voyages
• Sail Dates
• Itinerary
• Embark/Debark
• Ship/Class
Voyage Codes - unique identifier
Ship Class Metas
- types of rooms available on specified ship
• IN
• OV
• LANAI
• VER
• STE
• Neptune
• etc.
Meta Categories - room demand based on location
VERONA
• Interior
• Ocean View
• Obstructed Ocean View
• etc.
1.0
Sun Mar 06 2016
PAGE 21 OF 39
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Collector Product
Collector Product
Combines multiple Voyages into a new Product
Either by combining multiple Voyages from multiple products
or multiple Voyages from a single product
Product 1
Voyage Code #2
Product 1
Voyage Code #5
Product 2
Voyage Code #12
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
UX_Strategy Example
Goal - 5
Purpose the new workflow
VERSION
PUBLISHED
1.0
Sun Mar 06 2016
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Proposed New Process 1
!
Revenue Planning
& Analysis Team
Create Product
Create Voyages
Set Nationwide Rates
Set Signature Rates
1.0
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PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
!
Revenue Planning
& Analysis Team
Create Product
Create Voyages
Set Signature Rates
Notifies Pricing and Demand of new product
seeks approval of product’s initial rates
!
!
"
#
Approved Product
1.0
Sun Mar 06 2016
PAGE 25 OF 39
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
!
Sun Mar 06 2016
PAGE 26 OF 39
Create Product
Revenue Planning
& Analysis Team
Create Voyages
Set Signature Rates
#
$
Approved Product
"
Request for Voyage Code creation
Along with Port Fees and Teaxes
!
Voyage Codes sent to Pricing & Demand
!
!
"
1.0
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
$
Sun Mar 06 2016
PAGE 27 OF 39
Create Product
Revenue Planning
& Analysis Team
Create Voyages
Set Signature Rates
Any rejected proposal is sent back to sender
with detailed reasons why
"
!
!
&
Approved Product
%
$
#
$
$
%
1.0
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
!
Sun Mar 06 2016
PAGE 28 OF 39
Create Product
Revenue Planning
& Analysis Team
Create Voyages
Set Signature Rates
#
"
"
&
Approved Product
%
!
$
Signature Rate
!
!
Promotions
Nationwide Rates
Campaigns
PromoCodes
Select Promotion
%
1.0
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
!
Sun Mar 06 2016
PAGE 29 OF 39
Create Product
Revenue Planning
& Analysis Team
Create Voyages
Set Signature Rates
#
$
#
(
Approved Product
'
!
%
Signature Rate
!
!
Promotions
Nationwide Rates
Campaigns
"
PromoCodes
&
Proposed campaigns and promo prices are
sent to Director for approval
#
• Simple requests
• “Meeting Minutes” report style
Pricing & Demand
Director
Select Promotion
'
1.0
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
!
Sun Mar 06 2016
PAGE 30 OF 39
Create Product
Revenue Planning
& Analysis Team
Create Voyages
Set Signature Rates
#
$
#
(
Approved Product
'
!
%
Signature Rate
!
!
Nationwide Rates
Campaigns
$
#
Promotions
&
#
• Simple requests
%
"
PromoCodes
Pricing & Demand
Director
Select Promotion
'
1.0
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
!
Sun Mar 06 2016
PAGE 31 OF 39
Create Product
Revenue Planning
& Analysis Team
Create Voyages
Set Signature Rates
#
$
#
'
Approved Product
(
!
%
Signature Rate
!
!
Nationwide Rates
Campaigns
$
#
Promotions
PromoCodes
&
#
• Simple requests
Select Promotion
%
"
Pricing & Demand
Director
'
Approved pricing
#
!
!
(
1.0
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
!
Sun Mar 06 2016
PAGE 32 OF 39
Create Product
Revenue Planning
& Analysis Team
Create Voyages
Set Signature Rates
#
$
#
'
Approved Product
(
!
%
Signature Rate
!
!
Nationwide Rates
Campaigns
$
#
Promotions
PromoCodes
&
#
• Simple requests
Select Promotion
%
"
Pricing & Demand
Director
'
Approved pricing
#
!
Exports Lead Pricing CSVs
!
Feathers pricing for Meta Categories
Exports Action Plan PDF
(
1.0
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
!
Sun Mar 06 2016
PAGE 33 OF 39
Create Product
Revenue Planning
& Analysis Team
Create Voyages
Set Signature Rates
#
$
#
(
Approved Product
)
!
%
Signature Rate
!
!
Nationwide Rates
Campaigns
$
#
Promotions
PromoCodes
&
#
• Simple requests
Select Promotion
%
"
Pricing & Demand
Director
(
Approved pricing
#
!
!
Exports Lead Pricing CSVs
Feathers pricing for Meta Categories
Exports Action Plan PDF
'
'
'
CSVs
Mongo DataBase
'
Action Plan PDF
!
)
1.0
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Application Components
Plan File / Pricing Master Creation
Import The Plan File from the .xls file
Entered into the application by the Planning & Analysis Team
'
Pricing Master Editing and Management
(
)
• Edit Existing File
• Versioning
Pricing Structures (Across 5 currencies)
$
• Nationwide: Initiated form Plan File -fluctuates after creation
• Campaign(s): Pricing for select consumer
• Select Promotion(s): Pricing for select recipient or group
• Signature Rate: Initiated form Plan File
*Does not change after creation
Outputs
#
#
#
#
Export an Action Plan PDF in a specified layout to
match Database’s input screens
Export CSV into MongoDB for Lead Prices and Promotional Notes
Additional Features
$
+
Provide product life cycle management for campaigns and promotions
*
Produce an audit log of all pricing changes and who made them
Approval Process
& %
!
"
,
Allow for draft pricing and promotions to be purposed and sent to directors
for approval before pricing implementation.
Notification Process
Allow for two way communication around pricing changes, approvals and
product life cycles to be communicated between multiple departments and
users.
1.0
Sun Mar 06 2016
PAGE 34 OF 39
PROJECT ANALYSIS
UX_Strategy Example
VERSION
PUBLISHED
Project Risks
Identify Project Risks
• Not a company wide solution
• Engineering solutions for legacy systems
• Manual processes will still occur downstream
• Development Timeline
1.0
Sun Mar 06 2016
PAGE 35 OF 39
PROJECT ANALYSIS
UX_Strategy Example
Phase 2
Pricing Master Application Phase 2
Prototyping the Application
VERSION
PUBLISHED
1.0
Sun Mar 06 2016
PAGE 36 OF 39
PROJECT ANALYSIS
UX_Strategy Example
VERSION
PUBLISHED
Phase 2 - Goals
Pricing Master Application Phase 2
Prototyping the Application
Goals
• Learn about User’s interactions and expectations
• Prototype the solution
• Demonstrate the core interaction of the application
• Provide an MVP structure
• Create something tangible to more accurately estimate:
- Development level of effort and needs
- Internal level of effort and needs
1.0
Sun Mar 06 2016
PAGE 37 OF 39
PROJECT ANALYSIS
VERSION
UX_Strategy Example
PUBLISHED
Phase 2 Breakdown
Phase 2: Prototype
Week 1 - Research and Interviews with Users
Internal Effort
Company Workers
1-2 hours interviews
♂ ♂ Interaction Designers
♂ ♂ ♂ ♂ User Base
♂ Researcher
♂ BA
Week 2 - Draft Wireframes
Week 3 - Wireframe Refinement & Begin Prototype
Company Workers
Week 4 - Prototype Refinement & User Testing
Company Workers
Week 5 - Testing Retrospective - Phase 3 Production Proposal
Phase 3: Production
1.0
Sun Mar 06 2016
PAGE 38 OF 39
PROJECT ANALYSIS
UX_Strategy Example
VERSION
PUBLISHED
Conclusion
Thank You for the Opportunity
1.0
Sun Mar 06 2016
PAGE 39 OF 39

UX_Strategy Example

Transcription

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