Neiman Marcus

The Ask

As our Client Profile continues to evolve, we want to provide our Sales Associates with an increasing amount of information. Currently, the Client Profile does not offer personalized content and recommendations. It is difficult to find and scroll through client information because it is spread across multiple tabs.

Our redesigned Client Profile should focus on customers’ spending habits, recent purchases, and product recommendations based on their previous purchases. Additionally, we want measurable data on Profile effectiveness (such as client interactions, shared Looks to Purchase metrics, etc.).

Business Goals:

• Increase client data visibility for sales associates

• Generate product recommendations for clients

• Make it easy for sales associates to find relevant client information

• Reduce the friction associated with profile navigation

Sales Associate Goals:

• As a sales associate, I want to be able to see my clients’ spending habits, recent purchases, and product recommendations so that I can provide them with tailored recommendations.

• As a sales associate, I want to be able to quickly find and view relevant information about my clients. This will enable me to provide them with the best possible service.

• As a sales associate, I want to have access to data that shows me how active my clients are and how often they interact with my recommendations. This will enable me to my service.

Hypothesis

We believe that by redesigning the Client Profile to focus on customers’ spending habits, recent purchases, and product recommendations, we will be able to increase sales associate satisfaction and efficiency.

Additionally, we expect to see an increase in the number of client interactions and shared Looks to Purchase metrics.

Process

We conducted a Priority Matrix workshop with the product leads after gathering all the information on the current design and studying the current UX.

• We took inventory of what features were being used most by the sales associates.

• We also looked at what features were lacking and needed more development.

• We decided to focus on items that Sales Associates needed most.

I created user flows to help us understand how we could better organize the content. We also looked at other eCommerce platforms to see how similar information was organized. During a few iterations, we came up with a design we felt would be the most effective in helping sales associates find relevant client information.

Wireframes

It was important for us to ensure that the most important information was easily accessible and that Sales Associates could find what they were searching for easily. We created outlines of the various screens to help map out the content hierarchy.

Prototype

A fully-interactive prototype was created in Figma to test our designs. Product demos helped us get feedback from the team on the designs and make necessary changes.

Designs

We ensured that the most important information was easily accessible and that the overall design was clean and intuitive. We incorporated all feedback that we received from the team, Sales Associates, and Product Leads.

Summary

Everyone was pleased with the final product. Phase 1 was a great success, and the team is now working on Phase 2, which will improve content recommendations.