Yi Li
OPen
Project

Optimize Merchants‘ Onboarding Experience

We are tasked with collaborating with local businesses to address and solve real-world challenges faced by them in delivering their services and conducting their operations.

Overview
Problem
At the market, merchants are informed of their designated selling location on the day of the event and are allotted only a limited time frame of two hours to establish their stalls. This current process has proven to be a source of inconvenience, causing difficulties in the planning and preparation stages for the merchants.
Outcomes
To enhance merchant onboarding without triggering competition, we propose providing advance information on booth types along with detailed setup manuals, enabling merchants to plan effectively while maintaining the policy of not disclosing specific locations, fostering fair utilization of space.
Info
Role
Service Designer My Team:Yazhen Zhang, Ted Lee, Jessica Zhang
Scope
Service Design, Local business, Strategy
Tools
Illustrator, Miro
Project Pitch Video
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End Result

Here are some highlights of the final product.

BOOTH TYPE INFORMATION AND A DETAILED SETUP GUIDE

To support the merchants, we proposed providing them with advance information about their booth, including a categorized booth type based on key characteristics.

Final application
Designs & Solutions

LEVERAGING THE POWER OF SOCIAL MEDIA

By leveraging social media platforms, the market can create a more engaging and supportive community for its merchants. By curating and sharing merchant experiences, the market can serve as a guide for new merchants, helping them to better understand what to expect and how to prepare for their time at the market.

ENHANCE VISUAL COMMUNICATION

In order to improve the overall experience for merchants, it is important to provide them with visual components for rules and guidance. This can help to make the information more accessible and easier to understand, as compared to relying solely on written instructions.

Uncovering Issues

User research
Findings &Insights

In our efforts to provide a better experience for merchants, we conducted interviews with merchants in the marketplace to gain a comprehensive understanding of their journey. Our goal was to identify the specific challenges they faced and determine the stage of the process where these challenges were most pronounced.

Testing & Iterations

Usability testing
Fndings & Iterations

I conduct usability testing with multiple user and incorporate the insights into my design. Here are the big changes that were made.

Before

The original rules that given to the merchants. ( Text Only)

After

During testing, we realized that merchants lacked a clear understanding of the rules due to their limited experience in this space. As a result, we have decided to enhance the visual presentation of the rules and guidelines to provide them with a better sense of the real environment.

Before

The original site map provided to the merchants disclosed the booth numbers on the day of selling to prevent competition.

After

We have realized that this has caused a lot of trouble for merchants, as they require more than just the booth number to adequately prepare. Therefore, we have decided to create a setup guide that categorizes the booths into different types, helping merchants with their preparations.

Lessons Learned

Reflecting on the
Project Process

The journey has been filled with challenges, ups, and downs, but it has been a tremendous learning experience. Throughout this process, I have gained invaluable insights that have shaped my understanding and approach

Balancing Perspectives

Throughout this project, we gained valuable insights through extensive research including stakeholder interviews, field studies, and other methods. This research allowed us to make informed design decisions, considering the perspectives of both the merchants and the management. In order to achieve a balanced solution, we took a third-party approach that satisfied the needs of both parties.

The result of our design efforts was not a major overhaul, but rather small changes that helped merchants feel more prepared and less overwhelmed during the onboarding process. As evident from the positive feedback received from the merchants, our design had a significant impact on improving their overall experience.

Project

Optimize Merchants‘ Onboarding Experience

We are tasked with collaborating with local businesses to address and solve real-world challenges faced by them in delivering their services and conducting their operations.

Info
Role
Service Designer My Team:Yazhen Zhang, Ted Lee, Jessica Zhang
Scope
Service Design, Local business, Strategy
Tools
Illustrator, Miro
Highlight

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Systle Guide
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