Enabling the Next Generation of Digital Retail Experiences with AI

Enhancing Jumpmind's data replication tool with a modern user experience and AI features for big retailers.

Overview

Role

  • Lead Product Designer
  • 2023

Team

  • 1 Vice President
  • 1 Engineer
  • 3 Designers

UX Activities

  • UX Design for AI
  • User Flows
  • Usability Testing
  • Design System

About

Reliable data is critical to retailers as more customers forgo physical stores in favor of digital shopping, yet point-of-sale (POS) tools are vastly unprepared to keep pace with evolving technology. That’s where Jumpmind excels: their mission is to create POS and data transmission software tailored to fit highly specific and complex use cases. For over a decade, Jumpmind had cultivated a loyal customer base around SymmetricDS, their core data replication platform.

Challenge

Data administrators using the premium SymmetricDS dashboard frequently encountered usability issues that diminished their productivity. Jumpmind's engineers were overwhelmed by customer support tickets, so my team was entrusted to completely redesign the customer-facing experience focusing on three key initiatives:

  1. Dashboard Redesign: The dashboard required a UX and UI overhaul to make it more actionable and intuitive.
  2. Configuration Workflow: Overlapping features needed to be consolidated into a cohesive data configuration and deployment workflow.
  3. AI Integration: An initiative to develop a machine learning model presented the opportunity to introduce AI features capable of identifying and troubleshooting database errors.

I had previously worked with Jumpmind on an API-drive POS platform call Commerce. With this project, I was able to leverage previous customer research and design artifacts to accelerate the work.

Outcomes

  • Streamlined Dashboard: The redesigned user experience features intuitive navigation and actionable controls, reducing dependency on customer support. Enhanced filtering and customization options help boost productivity and efficiency.
  • Improved Database Workflows: A new configuration and deployment center consolidates settings and visualizes database relationships with intuitive interactions to make the configuration process a breeze.
  • Integrated AI for Retail Data: The AI assistant predicts and mitigates database errors, tailored to specific use cases for each individual customer. Helpful features like event monitoring and automatic fixes enable faster issue resolution.
  • Foundational Design System: The design system created for SymmetricDS has been leveraged across other Jumpmind products, ensuring consistent experiences and efficient product development.

Process

Discovery

Conducting a UX audit to uncover opportunities.

After a customer journey workshop to understand how users experienced SymmetricDS, I demoed the dashboard and identified key issues through a usability audit:

  • The dashboard was informative but not interactive, lacking robust filtering, customization, and actionable controls.
  • Critical features, such as designing and deploying database configurations, were hidden behind menus with overlapping features.
  • Inconsistent styling, labeling, and behaviors across interface elements made some interactions unpredictable.

Ideation

Defining new AI features and patterns.

Jumpmind was developing a machine learning program to analyze retail data trends. I helped define key features, document technical requirements, and outline user flows before transitioning into iterative high fidelity design.

Around this time, more and more AI customer tools were flooding the market, so I took a step back to read up on UX for AI. Following "human in the loop" principles, I iterated over the workflows to ensure the user was always in control and aware of what the AI was doing.

The AI is designed to provide insights and solutions for database events. While the AI assistant lives in its own dedicated panel, it can also appear next to relevant data points or be configured in specific processes.

My team spent a lot of time learning about data concepts, mapping out information architecture, and sketching ideas for interface updates and interactions. At one point someone wrote on a stickie note, "Are we overthinking this?"

Iteration

Evolving a design system to accelerate execution.

I iterated using components and design patterns from a design system I had already built for Jumpmind for another tool, adding to the root library files while creating a standalone library of components unique to SymmetricDS. This ensured the UI was consistent and reusable, and gave me more time to focus on refining the user experience.

Testing

Testing solutions through moderated usability testing.

I created a robust prototype and conducted usability testing with experience customers. Interviews with four users validated our concepts but revealed skepticism about the AI. Users wanted to see it work in their actual configuration to understand it; I recommended that Jumpmind should recruit their clients to test-pilot a real proof-of-concept.

Iteration

Streamlining workflows to improve configuration processes.

The engineering team expressed interest in incorporating the AI assistant into configuration workflows, but later pulled back to focus on the dashboard. Regardless, as my team iterated we kept this consideration in mind, building out patterns that could later accommodate messaging from the AI.

Next, my team reviewed database configuration, which involved design and deployment workflows. I led the design for a new canvas experience to help users visualize the relationships between data sources and the flow of specific data. Key improvements included:

  • Contextual Panels: Menus and actionable controls are triggered by selecting elements on the canvas.
  • Simplified Interactions: Discreet labeling, iconography, and controls replaced previously clunky functionality to reduce clicks.
  • Flexible Workflows: Dynamic fields all users to complete tasks non-sequentially for more flexibility.

Implementation

Leveraging design system foundations for successful delivery.

The robust design system was the cornerstone of our successful design handoff. I organized our files with thorough annotations for development, using diagrams and navigation links in Figma for ease of use. Since most of Jumpmind's engineers had never worked in Figma before, I also compiled a list of resources and documentation for crash course learning.

Solutions

User Experience

Enabling dashboard customization for insights and action.

I optimized the dashboard with increased customization to empower IT admins with maximum flexibility and control. New and redesigned dashboard widgets offer increased flexibility and efficiency with more interactive controls and improved data visualizations to meet the needs of highly complex use cases.

Artificial Intelligence

Revolutionizing data management with predictive intelligence.

SymmetricDS’ new machine learning capabilities take shape in two primary parts of the experience:

  • Monitors are configurable event-based alerts that let users know when database transfers fail or exceed certain threshold. The AI learns from Monitor events to predict when the next occurrence might happen.
  • Insights offer richer information about database failures, giving IT admins simple summaries and recommended resolving actions to facilitate the troubleshooting process.

User Experience

Simplifying configuration workflows with dynamic UX.

With this design I was able to merge two disjointed configuration workflows while introducing a more tactile way to interact with database schemas.

The improved database configuration workflow gives users a canvas-based experience that allows them to quickly connect database together and visualize their infrastructure. The canvas sits side-by-side with a contextual panel that admins use to configure specific settings on each database such as conditional rules and replication modes.

Users can build their database schema from an empty canvas, with present configurations available for the most common structures.

The original configuration process involved a clunky wizard that didn't effectively illustrate the relationships between databases. Our solution used a flow chart-inspired canvas design that allowed users to connect databases alongside a contextual panel featuring richer settings.

The new and improved SymmetricDS comes packed with modern interactions, sleek UI, and intelligent AI features to empowering IT administrators to effortlessly oversee their databases with a glance and a click.

Systems Design

Making workflows more cohesive with reusable styles and patterns.

The foundational design system brings a modern look and experience to SymmetricDS, making it stand out in a landscape of outdated and clunky data management tools.

The design system was essential to my work as I matured the product through improvements such as a cohesive icon library, consistent typographic hierarchy, a robust color palette for data visualizations, semantic symbols for issue escalation, and reusable interaction patterns to accelerate implementation.