Instacart’s Enterprise Dashboard is a tool grocery retailers use to schedule workers to fulfill curbside pickup orders, among other functions.

Context

Grocery retailers fulfill curbside pickup orders placed on Instacart’s platform using their own labor.

Problem

Retailers were not scheduling enough labor to capture existing demand for curbside pickup orders. Both Instacart and retailers miss out on earning potential GTV ($ gross transaction value) when this happens.

Goals

Increase retailers staffing compliance to reduce lost demand (orders & $GTV not captured) by Improving our enterprise tooling:

Reduce scheduling friction by launching recurring shifts feature;
Make it easier to view staffing recommendations and understand impact on $GTV.

My role

As one of the lead product designer on this project:

I joined this project right after the team ran a design sprint that generated several vision concepts for our enterprise dashboard.
Soon upon joining I collaborated closely with another product designer and 2 product managers on defining which concepts we would prioritize working on.
I then worked, along side my product design partner, on evolving these concepts into full product features.
During this process we continued our close collaboration with our PMs, as well as business development and ops leads.
As part of my design process, I crafted information architecture maps and flow tasks to document my work and better communicate with my team.
I collaborated with a UX researcher on research plan to better define our persona profile and test our concepts.
I designed 2 entire flows in this product area, from basic concepts, through iterations and final designs (UX, UI, interaction)
I collaborated with my PMs and content designer on all the new page names, navigation and metrics labels created.
I documented final designs for engineering and participated in QA sessions through launch

UXR & Ops Team Insights

Users plan staffing on a weekly basis but tool only provides a day view, making the work slow and repetitive.
No overview of key staffing metrics.
Users need to reference several manual reports created by Ops while scheduling.

“1000 edits I need to make […] was planning 15 hours to make these edits across a variety of people. This is the work needed to extend the shifts for all the 30 stores.”
– Omnichannel experience manager, Publix