karenamistry.01@gmail.com

Retail Coordination at Meerby

I stepped beyond my branding role to advocate for a more user-centred approach to the product. I led the research and redesign of Meerby's employee coordination tool, creating the foundation for future features and continued growth.

3.4%

Increase in Sales Lift

14%

NPS increase

2 million

requests managed every week

Timeline

January to April, 2022

Team

1 Designer1 Developer1 Project Lead
Beacons app mockup on a phone
Beacons app store request button in context
Beacons store request button detail
Beacons manager dashboard on a phone
Manager dashboard with live shift charts
Manager dashboard scrolled to department chart
Beacons achievements screen on a phone
Achievements and badge milestones
You've reached Gold milestone celebration
Achievements page scrolled to badges at the bottom

Context

The team had plans to scale to new retailers.

In 2022, the team had plans to scale to new retailers. Scaling without talking to employees about their experience with the product meant inheriting those problems at every new store. This was an opportune time to fix them.

Research

I wanted to understand whether the product refelected how employees actually worked before we started scaling. I interviewed 17 employees, including floor staff and retail managers, at a Canadian Tire store where Beacons was already deployed, asking them to walk me through their daily workflows.

My effort should be visibile in the app.

Canadian Tire, Floor Employee

I need to be confident I'm doing the right thing, especially in front of a customer.

Canadian Tire, Floor Employee

I need to make decisions in the moment, not after the fact.

Canadian Tire, Retail Manager

Findings

The product didn't match how employees actually worked.

These conversations revealed mismatches between how the product was designed and how employees worked. They showed that one experience couldn't serve every employee. Rather than designing for an average employee, I decided to design around the three distinct workflows.

Personas

The Rookie

Age: 14 – 21

Experience: Low

Starting their first job at a retail store. Good at picking up new technology. Things like apps come naturally to them. Still finding their place among more experienced coworkers. They are eager to prove themselves.

Pain Points

  • No way to know if they were meeting expectations
  • Their individual effort felt invisible

The Veteran

Age: 40 – 60

Experience: High

Has worked at the retail store for over 10 years. They have a deep store knowledge. Technology is not their comfort zone and they have anxiety about using it while working.

Pain Points

  • Text too small to read comfortably while moving around the floor
  • Handling request can be confusing because of the amount of steps involved

The Supervisor

Age: 21 – 60

Experience: High

Responsible for the whole floor's performance as well as their own. Managing multiple tasks at once. Has access to data, but they don't know what to do with it.

Pain Points

  • Stats page gave nothing to act on during a shift
  • Store feedback was gathered from memory making it easy to forget
Watercolor illustration: The Rookie
Watercolor illustration: The Veteran
Watercolor illustration: The Supervisor

Core Problems

Employees felt a lack of...

Trust

Responses were often hesitant, delayed, or duplicated.

Visibility

Individual efforts disappeared into store metrics.

Clarity

Requests were shown across multiple views.

Impact

HighLow
LowHigh
Employees can't tell if a request is already being handled

Effort

Employees can't tell if a request is already being handled

Design Challenge #1

Employees assumed someone else would respond and often, nobody did.

When a request came in, employees had to decide whether to respond or let someone else handle it. The interface gave them nothing to make that decision. Customers were left waiting.

Hypothesis

Previous Design

I hypothesized that the lack of visibility into what their coworkers were handling was the cause of this hesitation, but I needed to validate that before committing to a direction.
Previous notifications screen showing requests without coworker visibility

Validation

Testing two directions

I designed two approaches to test my hypothesis. This allowed me to validate my hypothesis and choose the right direction going forward.

Feedback

  • I like seeing who is already busy, but I don't want to tap to another tab.
  • Having the escalated requests at the top of the list makes it easier to know where to start.

Option 1: Adding in progress cards

Option 1: Adding in progress cards

Option 2: Making an in progress tab

Option 2: Making an in progress tab

Synthesis

Employees responded well to the new design. They liked elements of both options, so I combined the strongest elements from both. I kept the coworker visibility on the requests tab from Option 1, and the request grouping from Option 2.

Iterating on the design also surfaced that high-priority requests were getting buried in the list, so I reordered the tabs to bring the most urgent ones to the top. After a few iterations, I had a solution that showed coworker availability directly on each request card.

Outcome

Employees responded to requests without hesitation.

Average weekly unresolved requests showed a notable decrease from 9 to 5 in the first 2 weeks, which is a 44% reduction. The visibility gave employees confidence to make faster decisions.

When a coworker is already occupied

Notifications with coworker visibility on request cards

Design Challenge #2

Employees were working hard, but the app never showed it.

Dashboard metrics only showed how the team performed. Nothing showed what any individual had done. For employees trying to gauge their own progress, there was nothing to look at.

Dashboard

Previous Design

The Dashboard showed the daily stats for requests received, average customer wait time, and a customer success score. These were all numbers reflective only of the store's success.
Previous dashboard showing only store-wide metrics

Research

Analyzing other solutions

Before designing, I looked at how other apps reward and motivate. Running apps like Nike Run Club and Apple Fitness keep users engaged through personal records, streaks, and milestones.
Competitive analysis of achievement badges, streaks, and milestones in fitness and wellness apps

Research

An exploration not chosen

Rather than comparing employees against one another, I decided to reward personal progress because research showed it creates longer lasting motivation. Leaderboards can work for a short period, but fail in the long term because they leave people feeling inadequate. Individual progress tracking works because it is about competing with yourself, not others.

Store leaderboard ranked by CXP points

Outcome

Progress over time became something employees could see in the app.

Employees could finally see the impact of their work, motivating them through personal progress instead of competition. When employees hit milestones, they earn badges to provide a sense of levelling up individually, without competing against coworkers.

Achievements and badge milestones
Achievements page scrolled to badges at the bottom
You've reached Gold milestone celebration

Design Challenge #3

Managers needed to export data to get request insights.

During a shift, managers were making staffing calls as needed. Afterwards, they would use an Excel spreadsheet to analyze the data across days and weeks and adjust their staffing accordingly.

Reports table

Previous Design

All requests were logged in a table, showing managers when a request came in, when it was claimed, when someone arrived, and when it was finished. There was no way of seeing patterns during a live shift.

Previous reports screen

Single Insights View

Managers could find insights in two places: The Dashboard tab and the Reports tab. The dashboard showed daily statistics, while the reports showed historical statistics. Merging the two would create a single view for the request data.

Iteration process

Refining the charts

Managers needed visibility into how their sales floor was responding to requests during a shift. Live charts provided that visiblity. I prioritized clarity over complexity. For example, charts showing requests by day of the week were replaced with charts showing requests by time of day.

Initial Iteration

Popularity by day of week

Day of week only confirmed what managers already knew, Saturdays are busy.

Refined Solution

Popularity by time of day

Time of day revealed the staffing gaps that actually mattered, like the 5pm rush.

Outcome

Managers could spot a problem and act on it in real time.

The Popularity by Time chart shows hourly request volume, so managers can spot the busiest hours and staff accordingly, rather than waiting days to find this in a spreadsheet.

The Popularity by Department chart shows where requests are concentrated, so staffing can account for which departments drive the load. The Excel export is no longer the only path to insight.

Manager dashboard with live shift charts
Manager dashboard scrolled to department chart

Impact

My redesign became the foundation on which Meerby was built. The employee-centred interface created the infrastructure for their dispatch system to scale across hundreds of stores.

It shipped because the work was grounded in what employees actually needed. These were real solutions based on what employees told me, and not just features their competitors had.

Reflections

Working in a high-stakes context, where employees are making decisions under pressure, made it clear that the experience needed to come first. It was shaped by the environment, mental load, and trust. I prioritized the experience and then focused on getting the interface right.

It also reinforced that designing with real users improved the decision quality. It was encouraging to get positive feedback from people who actually used the product.

Designing for both the employee and the business made me a better systems thinker. There were retail systems that I needed to learn and understand to make proper decisions when designing.