All work

Kroger · Lead designer & researcher · 2022–24

Archon

Taking e-commerce assortment off spreadsheets

Summary

Kroger’s e-commerce assortment, the list of what each online fulfillment center sells, ran on ten Excel files that Assortment Managers kept by hand. The files had hit their limit. Archon replaced them with a web app that automates the busywork, and it’s now the source of truth for e-commerce assortment.

My role. Lead UX designer and primary researcher, from inception through rollout and support. I ran discovery and user testing, and planned the project’s strategy with my PM partner.

Timeline
April 2022 to 2024, about two years
Team
Me, my PM partner, an engineering team, and two QA testers we added along the way
Users
E-commerce Assortment Managers, plus 50+ view-only users
Client
Kroger Technology & Digital
  • 250 hrs saved per Assortment Manager, per year
  • 5 hrs → 10 min for one team's weekly process
  • 10 → 0 hand-kept spreadsheets
Archon’s fulfillment-center assortment grid in Live Edit Mode: one saved edit in green and a selection of cells in blue and yellow, on a pattern of grocery icons

The problem

Ten spreadsheets, and no room for an eleventh

Getting an item into an online assortment took a long chain of manual steps. An Assortment Manager pulled data from several systems, compiled it, emailed another team when an item needed a placeholder UPC, built a “wave file” for the core teams to review, and then tracked the item by hand until Item Setup processed it. All of it lived in Excel.

That worked until it didn’t. Kroger was opening new fulfillment centers, and each one meant more rows, more files, and more chances for a copy-paste error to reach a customer.

We literally can’t open another fulfillment center if we continue to use Excel. It’s completely maxed out.
Nick Hawes, MX Product Partner
From planned to executed: the happy path before Archon (top) and the one we proposed (bottom). Yellow is an Assortment Manager’s manual work; gray is automated. Enlarge

Research

Earning the trust of people who’d been burned before

Our users had seen projects like this fail, and Excel was the devil they knew. Some of them had ended up on spreadsheets in the first place because nothing better existed. So before we designed much of anything, we spent months in discovery sessions with them: mapping flows and journeys, writing it all down, and checking our understanding against theirs.

It took a while. Kroger’s data architecture is a bowl of spaghetti. But by the time we had something to show, the Assortment Managers knew we understood their work, and that made every round of feedback after it more honest.

What drives an Assortment Manager, and where Archon could help. Enlarge
Automation flow mapping and validation, and a feature-prioritization matrix. Enlarge

Testing

In front of users every two to four weeks

We tested on a steady rhythm for the life of the project. Usability tests showed us where people stumbled on real tasks. Preference tests settled questions when we had competing directions. User acceptance testing confirmed each release did what Assortment Managers needed before it shipped. The rhythm kept the build honest, and it made the skeptics part of shaping the tool.

The QA we didn’t have

For the first eight months, the project had no dedicated QA. Bugs and broken automations meant every step forward came with two steps back. My PM and I made the case for QA hires and automated testing, and we got two testers. Once they were up to speed, they had us back on the rails in short order.

The build

One place to run an assortment

Archon gives Assortment Managers a Product Library of sellable items, an assortment for each fulfillment center, and automation for the steps they used to do by hand, like moving an item from pending to active once its setup checks pass. It connects to the systems around it instead of re-keying their data.

Archon’s fulfillment-center assortment grid, with one item expanded to show its activity log
The FC Assortment grid. Expanding a row shows that item’s history in the activity log.
Three wireframes: a fulfillment-center assortment grid with filters, the Create a New Assortment dialog, and a success message for a new Portland assortment
Wireframes for creating a new fulfillment-center assortment.
Play video: Archon hype video
A buzz reel for Archon, made ahead of its rollout.
Play video: Archon: editing items in the Product Library
The Product Library and the edit flow. Small animations confirm each change, for peace of mind in a tool where a mistake reaches customers.

After launch

Creature comforts

Once Archon was live, we turned to quality of life: workspaces people could customize, keyboard shortcuts modeled on Excel’s, and Live Edit Mode for changing data right in the grid.

Live Edit Mode (prototype): quick edits directly in the grid, with every input still validated against data-integrity rules.
Play video: Archon: edits with imported data
Importing values from a spreadsheet users already had, instead of keying them in field by field. The validation rules made it a big lift for engineering; it paid for itself in time on task.
Play video: Archon: activity log
The activity log, which Assortment Managers lean on to triage issues. It used to log every field as its own line; now a multi-field edit is one entry, key details first, the rest one level down.
Play video: Archon: grid tab customization
Grid tabs people can rename and color-code.

What didn’t work

The shortcuts nobody used

Assortment Managers were Excel power users, so we assumed keyboard shortcuts would save them a lot of time. We mirrored Excel’s as closely as we could. Months after they shipped, follow-up testing showed almost nobody using them.

The timing was the problem. Our road to MVP ran longer than planned, and by the time shortcuts arrived, people had already built their Archon habits around the mouse. Habits form early. If a feature depends on changing how people work, it has to be there before they settle in.

Results

Off spreadsheets, and the source of truth

  • 250 hours of work saved per Assortment Manager, per year.
  • One team’s weekly process went from 5 hours to 10 minutes.
  • 10 hand-kept spreadsheets retired.
  • Assortment data opened up to 50+ view-only users.
  • Fewer incidents needing an Assortment Manager to triage.
  • Two new online fulfillment centers have opened since launch.

Today Archon is the source of truth for Kroger’s e-commerce assortment. Its data feeds downstream fulfillment experiences and APIs, and it’s named as an input to Plan-to-Shelf, Kroger’s roadmap for bringing assortment decisions and item readiness into one workflow.

The bigger picture

One of three platforms, one item ecosystem

Archon answers where an item is sold online. It works from the item data that IME manages; the two share one item ecosystem. Before fulfillment-center teams had IME access, they relied on Archon for item information.

  1. What is this item? IME Led
  2. Where is it sold online? Archon Led
  3. Which stores can carry it? SATH Co-designed

Keep reading

More work

All work
  • The redesigned Covenant Eyes account-creation screen

    Covenant Eyes

    Sign-up redesign

    One product, one price, and a sign-up people could finish

  • The Victory app on a phone

    Covenant Eyes

    The Victory app

    Real-time accountability and support, from concept to launch