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KartLoad 

Supermarket"
Key Personas"
To-Be Process Flow"


              Kate	
  Wilson	
  
KEY	
  PERSONAS	
  
Beryl                                                                                                                                                                                                        Senior	
  



•        “I	
  only	
  shop	
  once	
  a	
  fortnight,	
  right	
  a6er	
  I	
  receive	
  my	
  pension”	
  
•        “I	
  like	
  using	
  my	
  wheeled	
  shopper	
  but	
  if	
  there	
  is	
  too	
  much	
  shopping	
  I’ll	
  catch	
  a	
  taxi	
  instead	
  of	
  the	
  
         bus”	
  
•        “I	
  like	
  reading	
  the	
  supermarket	
  catalogue	
  I	
  receive	
  in	
  the	
  post.	
  I	
  circle	
  the	
  bargains	
  I	
  like	
  and	
  then	
  
         take	
  the	
  catalogue	
  with	
  me	
  to	
  the	
  store”	
  
•        “I	
  don’t	
  like	
  crowds	
  so	
  I	
  avoid	
  the	
  supermarket	
  at	
  peak	
  hour.	
  Usually	
  a	
  weekday	
  at	
  10am	
  is	
  quiet”	
  
•        “I	
  tend	
  to	
  sFck	
  to	
  the	
  same	
  brands	
  but	
  can	
  be	
  swayed	
  by	
  a	
  good	
  bargain	
  if	
  it	
  saves	
  me	
  a	
  few	
  dollars”	
  
•        “I	
  never	
  go	
  in	
  the	
  self-­‐service	
  queue	
  because	
  the	
  computer	
  confuses	
  me”	
  


     She	
  needs	
                                                                            She	
  has	
                                                                           Beryl	
  is	
  75	
  years	
  old	
  and	
  
                                                                                                                                                                                      is	
  a	
  widow	
  who	
  lives	
  on	
  
     Home	
  delivery	
                                                                        A	
  preference	
  for	
  paying	
  with	
  cash	
  
     To	
  be	
  noFfied	
  if	
  something	
  that	
  wasn’t	
  in	
  stock	
  is	
            Engaged	
  with	
  products	
                                                              her	
  pension.	
  She	
  likes	
  
     now	
  in	
  stock	
                                                                                                                                                                                   going	
  to	
  the	
  
                                                                                                                                                                                           supermarket	
  because	
  
                                                                                                                                                                                      she	
  gets	
  bored.	
  She	
  has	
  
                                                                                                                                                                                                       always	
  been	
  a	
  
                                                                                                                                                                                       responsible	
  household	
  
                                                                                                                                                                                                              budgeter.	
  	
  
Susan                                                                                                                                                                                  Single	
  Mum	
  



•        “I	
  struggle	
  to	
  think	
  of	
  what	
  to	
  cook	
  for	
  dinner.	
  I	
  try	
  and	
  serve	
  healthy	
  meals	
  but	
  someFmes	
  it’s	
  hard	
  
         because	
  the	
  kids	
  are	
  fussy	
  eaters.”	
  
•        “I	
  work	
  fullFme	
  so	
  I	
  usually	
  shop	
  once	
  a	
  week	
  on	
  the	
  weekend.”	
  
•        “I	
  don’t	
  really	
  make	
  lists	
  so	
  I	
  end	
  up	
  going	
  down	
  every	
  aisle	
  to	
  make	
  sure	
  I	
  don’t	
  forget	
  anything.	
  
         SomeFmes	
  I	
  forget	
  a	
  few	
  things	
  which	
  is	
  really	
  annoying	
  because	
  I	
  hate	
  going	
  to	
  the	
  supermarket	
  
         a6er	
  work	
  –	
  I’m	
  too	
  Fred!.”	
  
•        “I	
  don’t	
  like	
  shopping	
  with	
  the	
  boys	
  because	
  I	
  always	
  end	
  up	
  giving	
  into	
  their	
  pleas	
  for	
  junk	
  food.”	
  
•        “I	
  try	
  and	
  budget	
  where	
  possible	
  but	
  if	
  something	
  is	
  more	
  convenient	
  I’m	
  happy	
  to	
  spend	
  a	
  few	
  
         extra	
  dollars	
  –	
  anything	
  to	
  save	
  me	
  Fme	
  and	
  stress!”	
  

     She	
  needs	
                                                                        She	
  has	
                                                                        Susan	
  is	
  38	
  years	
  old.	
  
                                                                                                                                                                                    She	
  is	
  a	
  single	
  mum	
  
     Help	
  with	
  meal	
  ideas	
                                                       A	
  preference	
  for	
  paying	
  with	
  credit	
  card	
  
     Help	
  with	
  making	
  shopping	
  lists	
                                         A	
  car	
                                                                         with	
  2	
  sons	
  aged	
  4	
  and	
  
     Help	
  with	
  store	
  navigaFon	
                                                  Comfortability	
  with	
  technology	
                                             13	
  years	
  old.	
  She	
  earns	
  
     To	
  speed	
  up	
  the	
  process	
  of	
  shopping	
                                                                                                                        a	
  decent	
  salary	
  as	
  a	
  
     Home	
  delivery	
  
     Online	
  shopping	
                                                                                                                                                       retail	
  store	
  manager.	
  
Joanne
                                                                                                                                                                                 DomesFc	
  Goddess	
  



•        “I	
  love	
  using	
  my	
  iPad	
  in	
  the	
  kitchen	
  –	
  it’s	
  great	
  to	
  look	
  at	
  recipes	
  and	
  watch	
  cooking	
  videos”	
  
•        “I	
  always	
  shop	
  during	
  the	
  weekday	
  –	
  weeknights	
  and	
  weekends	
  are	
  just	
  too	
  busy	
  with	
  social	
  
         engagements	
  and	
  my	
  kid’s	
  soccer	
  games”	
  
•        “I	
  usually	
  shop	
  a	
  couple	
  of	
  Fmes	
  a	
  week	
  and	
  I	
  prefer	
  using	
  the	
  service	
  aisle	
  because	
  I	
  like	
  having	
  a	
  
         chat	
  to	
  whoever	
  is	
  working	
  in	
  the	
  checkout”	
  
•        “I	
  keep	
  a	
  shopping	
  list	
  on	
  my	
  iPhone	
  and	
  every	
  Sunday	
  I	
  make	
  a	
  meal	
  plan	
  for	
  the	
  week”	
  
•        “I	
  like	
  to	
  support	
  local	
  businesses	
  so	
  I	
  don’t	
  really	
  buy	
  bread,	
  meat	
  or	
  vegetables	
  at	
  the	
  supermarket	
  
         –	
  I	
  prefer	
  going	
  to	
  the	
  local	
  bakery,	
  butcher	
  or	
  fruit	
  shop.”	
  
•        “My	
  kids	
  have	
  a	
  few	
  food	
  allergies	
  so	
  I	
  like	
  to	
  check	
  the	
  ingredients	
  carefully.	
  It	
  usually	
  means	
  I	
  sFck	
  
         to	
  the	
  same	
  brands	
  as	
  well”	
  
•        “SomeFmes	
  I	
  find	
  it	
  annoying	
  if	
  I	
  want	
  to	
  meet	
  my	
  friend	
  for	
  coffee	
  a6er	
  I	
  shop	
  because	
  I	
  have	
  all	
            Joanne	
  is	
  35	
  years	
  old.	
  
         the	
  shopping	
  bags	
  with	
  me”	
                                                                                                                                   She	
  is	
  a	
  stay-­‐at-­‐home	
  
     She	
  needs	
                                                                         She	
  has	
  
                                                                                                                                                                                    mum.	
  Her	
  husband	
  is	
  
                                                                                                                                                                                  the	
  breadwinner	
  with	
  a	
  
     A	
  service	
  where	
  she	
  can	
  shop	
  and	
  then	
  pick	
  up	
  the	
      A	
  preference	
  for	
  paying	
  with	
  savings	
  card	
                          $100k+	
  salary.	
  She	
  has	
  
     goods	
  at	
  a	
  convenient	
  Fme	
                                                A	
  car	
  
                                                                                            Comfortability	
  with	
  technology	
                                                  3	
  kids	
  between	
  4	
  and	
  
                                                                                            A	
  preference	
  for	
  shopping	
  in	
  store	
                                                        18	
  years	
  old.	
  
Kevin
                                                                                                                                                       ExecuFve	
  /	
  
                                                                                                                                                        Bachelor	
  



•        “I	
  love	
  eaFng	
  as	
  healthy	
  possible	
  so	
  I	
  buy	
  a	
  lot	
  of	
  fresh	
  veggies”	
  
•        “I	
  don’t	
  really	
  have	
  Fme	
  during	
  the	
  week	
  to	
  shop	
  because	
  a6er	
  work	
  
         I’m	
  either	
  at	
  the	
  gym	
  or	
  socialising”	
  
•        “I	
  usually	
  shop	
  every	
  week	
  because	
  I	
  can’t	
  really	
  plan	
  too	
  far	
  ahead	
  as	
  
         I	
  travel	
  a	
  bit	
  for	
  work”	
  
•        “I	
  cook	
  very	
  basic	
  dishes	
  during	
  the	
  week	
  but	
  on	
  the	
  weekend	
  I	
  enjoy	
  
         cooking	
  for	
  family	
  and	
  friends.	
  I	
  usually	
  grab	
  a	
  recipe	
  off	
  the	
  web”	
  
•        “I	
  don’t	
  really	
  make	
  lists,	
  I	
  tend	
  to	
  remember	
  what	
  I	
  need.	
  I	
  guess	
  if	
              Kevin	
  is	
  30	
  years	
  old.	
  He	
  
         I’m	
  making	
  a	
  specific	
  dish	
  I’ll	
  print	
  the	
  recipe	
  and	
  take	
  it	
  with	
  me”	
                                  is	
  single	
  with	
  no	
  
                                                                                                                                         dependents	
  and	
  earns	
  a	
  
     He	
  needs	
                                                      He	
  has	
                                                                  high	
  salary	
  as	
  an	
  
                                                                                                                                                                   architect	
  
     Home	
  delivery	
  or	
  pick	
  up	
                             A	
  preference	
  for	
  paying	
  with	
  credit	
  card	
  
     Online	
  shopping	
                                               Tech	
  savvy	
  
     Help	
  with	
  making	
  lists	
                                  A	
  car	
  
                                                                        	
  
Stuart                                                                                                                                                  Dad	
  



•        “As	
  a	
  builder	
  I	
  generally	
  clock	
  off	
  around	
  3-­‐4pm	
  so	
  I	
  usually	
  do	
  the	
  
         grocery	
  shopping	
  as	
  my	
  wife	
  doesn’t	
  get	
  home	
  Fl	
  8ish”	
  
•        “I	
  find	
  grocery	
  shopping	
  a	
  bit	
  daunFng.	
  My	
  wife	
  usually	
  helps	
  by	
  
         sending	
  me	
  a	
  shopping	
  list	
  but	
  I	
  sFll	
  find	
  it	
  such	
  a	
  chore.”	
  
•        “SomeFmes	
  I	
  have	
  trouble	
  idenFfying	
  exactly	
  what	
  my	
  wife	
  wants	
  me	
  
         to	
  buy,	
  especially	
  with	
  cleaning	
  products”	
  


                                                                                                                                       Stuart	
  is	
  32	
  years	
  old	
  
                                                                                                                                      and	
  is	
  a	
  builder.	
  He	
  is	
  
     He	
  needs	
                                                           He	
  has	
  
                                                                                                                                    married	
  to	
  Becky	
  who	
  is	
  
     Help	
  with	
  navigaFng	
  store	
                                    A	
  preference	
  for	
  paying	
  with	
  cash	
       a	
  lawyer.	
  They	
  have	
  1	
  
     Help	
  with	
  product	
  idenFficaFon	
                                Comfortability	
  with	
  technology	
                 daughter	
  who	
  is	
  5	
  years	
  
     Something	
  to	
  make	
  sharing	
  shopping	
  lists	
  easier	
  
                                                                                                                                                                     old.	
  	
  
TO-­‐BE	
  PROCESS	
  
Overview	
  
•    The	
  recommended	
  process	
  combines	
  various	
  combinaFons	
  of	
  online	
  and	
  offline	
  
     shopping	
  to	
  cater	
  to	
  range	
  of	
  customer	
  preferences	
  
•    The	
  opFmal	
  customer	
  experience	
  is	
  achieved	
  by	
  the	
  customer	
  creaFng	
  an	
  account	
  
     with	
  the	
  store	
  that	
  stores	
  their	
  credit	
  card	
  number	
  as	
  this	
  facilitates	
  payment	
  
     automaFon.	
  It	
  also	
  provides	
  the	
  store	
  with	
  a	
  range	
  of	
  data	
  because	
  the	
  shopping	
  
     paderns	
  of	
  individual	
  customers	
  can	
  be	
  idenFfied	
  and	
  hopefully	
  predicted	
  and	
  
     managed	
  accordingly	
  e.g.	
  response	
  to	
  promoFons,	
  etc.	
  This	
  can	
  potenFally	
  help	
  
     the	
  store	
  manage	
  it’s	
  markeFng	
  objecFves.	
  
•    Providing	
  store	
  employees	
  with	
  access	
  to	
  an	
  online	
  workflow	
  system	
  can	
  speed	
  up	
  
     communicaFon	
  between	
  the	
  checkouts	
  and	
  the	
  delivery/pick	
  up	
  point.	
  
•    The	
  online	
  shopping	
  experience	
  is	
  not	
  only	
  about	
  only	
  shopping	
  –	
  the	
  customer	
  
     experience	
  can	
  be	
  enriched	
  by	
  providing	
  tools	
  such	
  as	
  recipes,	
  meal	
  planners	
  and	
  a	
  
     favourites	
  list.	
  
•    Mobile	
  technology	
  should	
  be	
  used	
  to	
  enhance	
  store	
  navigaFon	
  by	
  generaFng	
  
     recommended	
  routes	
  for	
  a	
  parFcular	
  shopping	
  list	
  that	
  guide	
  the	
  customer	
  around	
  
     the	
  store	
  in	
  the	
  most	
  efficient	
  way.	
  
•    ProacFvely	
  addressing	
  customer	
  needs	
  (such	
  as	
  offering	
  to	
  deliver	
  upon	
  restock)	
  
     can	
  increase	
  their	
  saFsfacFon	
  
(4)	
  Means	
  sub	
  process	
  4	
  and	
  (4a)	
  means	
                         An	
  underlined	
  process	
  box	
  is	
  
    Indicates	
  sub-­‐process	
               A2	
  means	
  assumpFon	
  2	
  
                                                                                                     subsub	
  process	
  4a)	
                                                            hyperlinked	
  so	
  you	
  can	
  take	
  a	
  
                                               on	
  next	
  slide	
  
                                                                                                                                                                                           shortcut	
  to	
  that	
  sub-­‐process	
  


   High	
  Level	
  Process	
                                           Online	
                Place	
  order	
                                                              Home	
  Delivery	
  
                                                                                                 online	
  (1)	
                                                                  (3)	
  
                     Customer	
  
                   decides	
  to	
  shop	
  

                                                        How	
  to	
                           Place	
  order	
  in	
                                                             Collect	
  from	
  
                                                                                                                                               How	
  to	
  
                                                         place	
   In	
  Store	
                 store	
  (2)	
                                                                   store	
  (4)	
  
                                                                                                                                               receive	
  
                                                        order?	
  
                                                                                                                                               goods?	
  




                                                                                                                                          Need	
  meal	
  
(1)	
  Sub-­‐Process:	
  Place	
  order	
  online	
                                                                                         plan?	
  
                                                                                                                                                                         Drag	
  and	
  drop	
  
                                                                              Yes	
            Review	
  online	
                                       Yes	
          recipes	
  to	
  each	
  day	
  
                                                                                                  recipes	
                                                              of	
  the	
  week	
  to	
  
                     Customer	
  logs	
                                                                                                                                 create	
  meal	
  plan	
  
                                                                                                                                                   No	
  
                    into	
  online	
  store	
  
                        (A1)	
  (A2)	
  
                                                                                                     Browse	
  products	
  
                                                      Need	
  online	
                                                                                  Tick	
  which	
  
                                                                                                       by	
  category,	
  
                                                       recipes?	
                                                                                    ingredients	
  you	
  
                                                                                     No	
            Favourites	
  list	
  or	
  
                                                                                                                                                    want	
  to	
  add	
  to	
  cart	
  
                                                                                                            search	
  


                                                                                                                                                                                             Home	
  Delivery	
  
                                                                                                                                                                                                 (3a)	
  

                            Tick	
  which	
                         ‘Star’	
  products	
  to	
                           Pay	
  for	
  
                        products	
  you	
  want	
                      add	
  to	
  your	
                               goods	
  
                          to	
  add	
  to	
  cart	
                   Favourites	
  list	
                                (A3)	
                                                               Collect	
  from	
  
                                                                                                                                                                                                store	
  (4b)	
  
                                                                                                                                                 How	
  to	
  receive	
  
                                                                                                                                                    goods?	
  
AssumpFons	
  
                  (1)	
  Sub-­‐Process:	
  Place	
  order	
  online	
  
      •         A1	
  –	
  customer	
  has	
  already	
  created	
  an	
  online	
  account	
  for	
  the	
  online	
  store	
  
      •         A2	
  –	
  customer	
  can	
  shop	
  online	
  via	
  computer,	
  mobile	
  app	
  or	
  tablet	
  app	
  
      •         A3	
  –	
  customer	
  can	
  pay	
  via	
  credit	
  card	
  or	
  authorise	
  a	
  direct	
  debit	
  




                                                                              Value	
  
           •      Customers	
  like	
  Susan	
  and	
  Kevin	
  will	
  appreciate	
  being	
  able	
  to	
  plan	
  meals,	
  find	
  recipes	
  and	
  buy	
  
                  goods	
  online	
  
           •      Customers	
  like	
  Stuart	
  who	
  receives	
  shopping	
  lists	
  from	
  his	
  wife	
  but	
  doesn’t	
  always	
  know	
  what	
  she	
  
                  means	
  will	
  find	
  value	
  in	
  shopping	
  online	
  because	
  his	
  wife	
  can	
  create	
  a	
  ‘Favourites’	
  list	
  with	
  pictures	
  
                  –	
  he	
  can	
  print	
  this	
  and	
  take	
  it	
  to	
  the	
  store	
  or	
  complete	
  the	
  shopping	
  process	
  online	
  




Back	
  to	
  High	
  
Level	
  Process	
  
(2)	
  Sub-­‐Process:	
  Place	
  order	
  in	
  store	
  
                                                                                                                                                                                     Select	
                                    Drop	
  off	
  goods	
  
                                                                                                                                                Proceed	
  to	
                      queue	
               Drop-­‐off	
             for	
  home	
  
                                                                                No	
                                                            check-­‐out	
                        type	
                                       delivery	
  (A2)	
  
                                                                                                                                                                                                                                         (3c)	
  
                                                       Look	
  for	
  
                                                                                                       Shopping	
  
                                                        goods	
                                        complete?	
  
                         Customer	
  goes	
                                                                                           Yes	
  
                                                                                                                                                                                                      Self-­‐Service	
  
                            to	
  store	
                                      Good	
                                                                                                                                              Scan	
  goods	
  
                                                                               located	
  
                                                        Good	
  not	
                                                                                                                               Service	
  
                                                         located	
  

                                                                                                                                                                                                       Load	
  goods	
  to	
  
                                                         Search	
  for	
  good	
                                                    Good	
  
                                                                                                                                  located	
  
                                                                                                                                                                                                        be	
  scanned	
  
                                                          using	
  personal	
  
                                                         mobile/tablet	
  or	
                                                                                   Submit	
  
                                                         store	
  tablet	
  (A1)	
                                                                              ‘Deliver-­‐
                                                                                                                                                                  upon-­‐
                                                   Look	
  for	
                           Good	
                                                             restock’	
  (A5)	
  
                                                    goods	
                              located	
                                                                 (5)	
  
                                                                                                              Ask	
  store	
  
                                                                                                              employee	
  
                                                                                                                (A3)	
                            Good	
  not	
                                                                         Pay	
  for	
  
                                                                           Good	
  not	
                                                          located	
                                                                             goods	
  
                                                                           located	
  



                                                                                                             Take	
  home	
  
                                                                                                             goods	
  now?	
  
           Unspecified	
  length	
  of	
  Fme	
                                                                                                                                                                        Home	
  
           elapses	
  before	
  next	
  step	
                                                                                                                      Pick	
  up	
                                     delivery	
  
                                                                                                                                                    No	
             later?	
                     No	
                 (3b)	
  

                                                                                                                        Yes	
  
                                                                                                                                                                                     Yes	
                          Collect	
  goods	
  
                                                                                                                                                                                                                    from	
  pick	
  up	
  
Back	
  to	
  High	
                                                                                                   Leave	
  store	
                                                                               point	
  (A4)	
  
Level	
  Process	
                                                                                                                                                                                                       (4a)	
  
AssumpFons	
  
                (2)	
  Sub-­‐Process:	
  Place	
  order	
  in	
  store	
  
      •         A1	
  –	
  part	
  of	
  the	
  mobile/tablet	
  app	
  includes	
  a	
  map	
  of	
  the	
  store	
  that	
  enables	
  a	
  user	
  to	
  search	
  for	
  a	
  product	
  to	
  retrieve	
  store	
  
                locaFon	
  (i.e.	
  aisle,	
  shelf)	
  and	
  then	
  map	
  of	
  the	
  store	
  to	
  aid	
  store	
  navigaFon.	
  If	
  the	
  customer	
  doesn’t	
  have	
  access	
  to	
  the	
  app	
  
                themselves,	
  there	
  is	
  a	
  fixed	
  tablet	
  in	
  store	
  which	
  they	
  can	
  use.	
  Another	
  possibility	
  is	
  that	
  if	
  the	
  customer	
  has	
  created	
  a	
  
                shopping	
  list	
  using	
  the	
  app,	
  once	
  in	
  store	
  they	
  generate	
  the	
  most	
  efficient	
  route	
  on	
  the	
  app	
  
      •         A2	
  –	
  drop-­‐off	
  means	
  that	
  the	
  	
  customer	
  has	
  can	
  choose	
  items	
  in	
  store,	
  drop	
  off	
  the	
  items	
  and	
  they	
  will	
  be	
  bagged	
  and	
  
                delivered	
  to	
  their	
  house,	
  with	
  the	
  correct	
  payment	
  charged	
  to	
  their	
  credit	
  card	
  connected	
  to	
  their	
  customer	
  account.	
  They	
  
                don’t	
  need	
  to	
  wait	
  around	
  for	
  each	
  item	
  to	
  be	
  scanned	
  –	
  they	
  can	
  just	
  leave.	
  	
  
      •         A3	
  –	
  it	
  can	
  be	
  assumed	
  that	
  the	
  store	
  employee	
  will	
  be	
  able	
  to	
  locate	
  the	
  good	
  or	
  determine	
  if	
  the	
  store	
  is	
  out	
  of	
  stock	
  (shelf	
  
                stockers	
  should	
  label	
  a	
  shelf	
  that	
  is	
  out	
  of	
  stock	
  for	
  clarity)	
  
      •         A4	
  –	
  there	
  would	
  be	
  a	
  limited	
  number	
  of	
  days	
  the	
  goods	
  could	
  be	
  le6	
  waiFng	
  to	
  be	
  picked	
  up	
  before	
  they	
  were	
  discarded.	
  
                See	
  sub-­‐sub	
  process	
  (4a)	
  
      •         A5	
  –	
  KartLoad	
  should	
  operate	
  a	
  service	
  whereby	
  they	
  guarantee	
  all	
  products	
  to	
  be	
  stocked	
  and	
  in	
  the	
  event	
  a	
  good	
  is	
  not	
  in	
  
                stock,	
  they	
  will	
  deliver	
  it	
  free	
  of	
  charge	
  when	
  it	
  comes	
  back	
  in	
  stock.	
  See	
  sub-­‐sub	
  processes	
  (5a)	
  and	
  (5b)	
  


                                                                                                      Value	
  
           •        Customers	
  like	
  Stuart	
  and	
  Susan	
  who	
  struggle	
  to	
  locate	
  goods	
  in	
  store	
  can	
  use	
  the	
  
                    app	
  to	
  aid	
  their	
  navigaFon	
  of	
  the	
  store	
  thereby	
  decreasing	
  their	
  frustraFon	
  


Back	
  to	
  High	
  
Level	
  Process	
  
(3a)	
  Sub-­‐Process:	
  Home	
  Delivery	
  (for	
  online	
  orders)	
  
             Customer	
  



                                        Enter/
                                       confirm	
        Enter/confirm	
  
                                                      Fmes	
  available	
  	
  +	
            Confirm	
  
                                       delivery	
                                              home	
  
                                       address	
        contact	
  #	
  for	
                                                                                           Receive	
  
                                                          delivery	
                          delivery	
                                                                 goods	
  
                                         (A1)	
  
             Delivery	
  Manager	
  




                                                                                                     Confirm	
  
                                                                               Receive	
                                                 Yes	
  
                                                                                                        all	
                                      Assemble	
  
                                                                               delivery	
                                                                          Load	
  truck	
  
                                                                                                     goods	
  in	
                                  delivery	
  
                                                                                order	
  
                                                                                                      stock	
  
                                                                                                                       No	
  
             Warehouse	
  




                                                                                                                          Deliver	
  
                                                                                                                         required	
  
                                                                                                                       goods	
  to	
  store	
  
   Delivery	
  Truck	
  
       Driver	
  




                                                                                                                                                                     Deliver	
  
                                                                                                                                                                     goods	
  


Back	
  to	
  High	
  
Level	
  Process	
  
AssumpFons	
  
                (3a)	
  Sub-­‐Process:	
  Home	
  Delivery	
  (for	
  online	
  orders)	
  
      •         A1	
  –	
  for	
  customers	
  that	
  have	
  already	
  set	
  up	
  a	
  online	
  account	
  with	
  the	
  store,	
  the	
  
                forms	
  will	
  be	
  pre-­‐populated	
  with	
  the	
  home	
  address	
  they	
  entered	
  upon	
  signing	
  up	
  
                (though	
  they	
  can	
  override	
  this	
  if	
  if	
  they	
  wish)	
  Similarly,	
  if	
  they	
  have	
  previously	
  used	
  
                the	
  home	
  delivery	
  service,	
  the	
  availability	
  Fmes	
  and	
  contact	
  number	
  will	
  be	
  pre-­‐
                populated	
  with	
  what	
  they	
  had	
  previously.	
  In	
  these	
  cases	
  it	
  is	
  just	
  a	
  mader	
  of	
  
                confirming	
  the	
  pre-­‐populated	
  forms.	
  


                                                                       Value	
  
           •      Time	
  poor	
  customers	
  like	
  Kevin	
  and	
  Susan	
  can	
  would	
  benefit	
  from	
  online	
  ordering	
  
                  and	
  home	
  delivery	
  as	
  it	
  can	
  be	
  done	
  from	
  the	
  office	
  or	
  airport	
  lounge	
  




Back	
  to	
  High	
  
Level	
  Process	
  
(3b)	
  Sub-­‐Process:	
  Home	
  Delivery	
  (for	
  in	
  store	
  orders)	
  
             Customer	
  


                                        Pay	
  for	
           Decide	
  you	
  
                                                                                                                                                                                     Receive	
  
                                       goods	
  at	
           want	
  them	
  
                                                                                                                                                                                      goods	
  
                                       checkout	
               delivered	
  




                                                          Ask	
  	
  customer	
  for	
                Transfer	
  goods	
  to	
  
   Check	
  out	
  
   adendant	
  




                                                         address,	
  availability	
                     home	
  delivery	
  
                                                         Fme	
  +	
  contact	
  (A1)	
                     trolley	
  
             Delivery	
  manager	
  




                                                                                                                    Collect	
  goods	
  
                                                                                       Receive	
                     from	
  home	
  
                                                                                       delivery	
                                                  Load	
  truck	
  
                                                                                                                  delivery	
  trolley	
  +	
  
                                                                                        order	
                   take	
  to	
  truck	
  bay	
  
   Delivery	
  Truck	
  
       Driver	
  




                                                                                                                                                                       Deliver	
  
                                                                                                                                                                       goods	
  




Back	
  to	
  High	
  
Level	
  Process	
  
AssumpFons	
  
           (3b)	
  Sub-­‐Process:	
  Home	
  Delivery	
  (for	
  in	
  store	
  orders)	
  
      •       A1	
  –	
  in	
  this	
  subsub	
  process	
  we	
  have	
  an	
  example	
  of	
  where	
  the	
  customer	
  does	
  not	
  
              have	
  an	
  exisFng	
  customer	
  account	
  with	
  the	
  store,	
  doesn’t	
  want	
  to	
  set	
  an	
  account	
  
              up	
  but	
  does	
  want	
  a	
  one	
  off	
  home	
  delivery	
  




                                                                   Value	
  
               •  Customers	
  like	
  Bedy	
  and	
  Joanne	
  enjoy	
  the	
  actual	
  shopping	
  experience	
  over	
  the	
  
                  online	
  experience	
  but	
  will	
  be	
  saFsfied	
  by	
  being	
  able	
  to	
  opt	
  in	
  for	
  home	
  delivery	
  
                  at	
  the	
  end	
  of	
  it	
  




Back	
  to	
  High	
  
Level	
  Process	
  
(3c)	
  Sub-­‐Process:	
  Home	
  Delivery	
  (for	
  dropped	
  off	
  orders)	
  


                                                                   Take	
  
             Customer	
  


                                                                                       Give	
  
                                                                 goods	
  to	
                           Confirm	
  default	
             Leave	
                                           Receive	
  
                                                                                     customer	
  
                                                                 drop	
  off	
                            delivery	
  details	
           store	
                                            goods	
  
                                                                                   account	
  card	
  
                                                                  point	
  
             Drop	
  off	
  Manager	
   Delivery	
  manager	
  




                                                                                       Scan	
  
                                                                                     customer	
             Scan	
  items	
                   Transfer	
  goods	
  to	
  
                                                                                   account	
  card	
       and	
  process	
                   trolley	
  and	
  take	
  to	
  
                                                                                                             payment	
                             truck	
  bay	
  




                                                                                                                                   Receive	
  
                                                                                                                                   delivery	
                          Load	
  truck	
  
                                                                                                                                    order	
  
   Delivery	
  Truck	
  
       Driver	
  




                                                                                                                                                                     Deliver	
  goods	
  




Back	
  to	
  High	
  
Level	
  Process	
  
(3c)	
  Sub-­‐Process:	
  Home	
  Delivery	
  (for	
  dropped	
  off	
  orders)	
  

                                                        Value	
  
      •  Customers	
  like	
  Susan	
  and	
  Kevin	
  who	
  have	
  a	
  
         busy	
  schedule	
  would	
  appreciate	
  not	
  having	
  to	
  
         wait	
  in	
  a	
  queue	
  for	
  items	
  to	
  be	
  scanned	
  –	
  they	
  
         can	
  just	
  drop	
  them	
  off	
  and	
  have	
  them	
  
         delivered	
  




Back	
  to	
  High	
  
Level	
  Process	
  
(4a)	
  Sub-­‐Process:	
  Collect	
  goods	
  from	
  store	
  (for	
  in	
  store	
  orders)	
  	
  
              Customer	
  




                                                                                Confirm	
                                              Arrive	
  at	
  
                              Pay	
  for	
     Decide	
  you	
  will	
  
                                                                                 Fme	
  +	
           Leave	
                       pick	
  up	
  point	
  
                             goods	
  at	
     pick	
  goods	
  up	
  
                                                                                contact	
             store	
                       with	
  receipt	
  
                             checkout	
                later	
  
                                                                                  (A2)	
  
   Check	
  out	
  
   adendant	
  




                                                                             Submit	
  pick	
  
                                                                              up	
  appt.	
  
                                                                                (A1)	
  
   Pick	
  up	
  point	
  




                                                                                                                                                                 Verify	
  
     Manager	
  




                                                                                                                  Store	
  at	
  
                                                                            Collect	
  goods	
                                                                receipt	
  and	
  
                                                                                                                  pick	
  up	
  
                                                                           from	
  check	
  out	
                                                                assist	
  
                                                                                                                   point	
  
                                                                                                                                                              loading	
  car	
  




Back	
  to	
  High	
  
Level	
  Process	
  
AssumpFons	
  
           (4a)	
  Sub-­‐Process:	
  Collect	
  goods	
  from	
  store	
  (for	
  in	
  store	
  orders)	
  	
  

      •         A1	
  –	
  the	
  submission	
  of	
  the	
  pick	
  up	
  appointment	
  is	
  electronic	
  and	
  feeds	
  into	
  a	
  
                workflow	
  system	
  that	
  should	
  be	
  devised	
  so	
  the	
  pick	
  up	
  point	
  manager	
  out	
  the	
  back	
  
                receives	
  an	
  electronic	
  noFficaFon	
  
      •         A2	
  –	
  if	
  the	
  customer	
  hasn’t	
  picked	
  up	
  the	
  shopping	
  by	
  the	
  agreed	
  Fme	
  the	
  pick	
  up	
  
                point	
  manager	
  should	
  contact	
  them	
  to	
  remind	
  them	
  to	
  pick	
  it	
  up	
  or	
  to	
  arrange	
  
                home	
  delivery	
  if	
  this	
  turns	
  out	
  to	
  be	
  more	
  convenient	
  for	
  the	
  customer	
  
      •         Overall	
  assumpFon	
  –	
  there	
  is	
  an	
  appropriate	
  physical	
  locaFon	
  from	
  which	
  
                customers	
  can	
  drive	
  through	
  to	
  pick	
  up	
  goods	
  

                                                                            Value	
  
           •      Customers	
  like	
  Joanne	
  who	
  have	
  a	
  car	
  and	
  want	
  to	
  shop	
  in	
  store	
  but	
  would	
  prefer	
  
                  to	
  pick	
  it	
  up	
  later	
  so	
  they	
  can	
  run	
  to	
  other	
  stores	
  or	
  catch	
  up	
  with	
  friends	
  will	
  
                  appreciate	
  being	
  able	
  to	
  drop	
  off	
  their	
  groceries	
  and	
  pick	
  them	
  up	
  at	
  a	
  more	
  
                  convenient	
  Fme	
  


Back	
  to	
  High	
  
Level	
  Process	
  
(4b)	
  Sub-­‐Process:	
  Collect	
  goods	
  from	
  store	
  (for	
  online	
  orders)	
  
       Customer	
  




                                                                                                                      Confirm	
                                 Arrive	
  at	
  
                                                   Pay	
  for	
                Decide	
  you	
  will	
                                                          pick	
  up	
  
                                                                                                                       Fme	
  
                                                   goods	
                     pick	
  goods	
  up	
                                                          point	
  with	
  
                                                                                                                        and	
  
                                                   online	
                            later	
                                                                 order	
  #	
  
                                                                                                                      contact	
  
       Pick	
  up	
  point	
  Manager	
  




                                                                    Confirm	
                                                                                                         Verify	
  
                                            Receive	
                                                       Yes	
                                                                  receipt	
  &	
  
                                                                       all	
                                                Assemble	
  
                                            pick	
  up	
                                                                                                                             assist	
  
                                                                    goods	
  in	
                                            delivery	
  
                                             order	
                                                                                                                              loading	
  car	
  
                                                                     stock	
  
                                                                                                                                            Store	
  at	
  
                                                                                          No	
                                              pick	
  up	
  
                                                                                                                                             point	
  
       Warehouse	
  




                                                                                           Deliver	
  
                                                                                          required	
  
                                                                                        goods	
  to	
  store	
  




Back	
  to	
  High	
  
Level	
  Process	
  
(4b)	
  Sub-­‐Process:	
  Collect	
  goods	
  from	
  store	
  (for	
  online	
  orders)	
  

                                                           Value	
  
      •  Customers	
  like	
  Susan	
  and	
  Kevin	
  who	
  have	
  a	
  
         busy	
  schedule	
  might	
  not	
  always	
  be	
  able	
  to	
  
         predict	
  when	
  they	
  will	
  be	
  at	
  home	
  to	
  receive	
  a	
  
         delivery	
  so	
  they	
  may	
  prefer	
  to	
  order	
  online	
  
         and	
  then	
  arrange	
  pick	
  up	
  at	
  the	
  store	
  




Back	
  to	
  High	
  
Level	
  Process	
  
(5a)	
  Sub-­‐Process:	
  Delivery	
  upon	
  restock	
  (DUR)	
  (for	
  in	
  store	
  orders	
  with	
  exisFng	
  customer	
  
account)	
   Customer	
  



                                                                           Search	
  for	
  good	
                            SFll	
                                                Confirm	
                    ConFnue	
  
                                                                            using	
  personal	
                           unable	
                    Ask	
  store	
                 DUR	
                      shopping	
  
                                                                           mobile/tablet	
  or	
                         to	
  locate	
               employee	
                                                                            Receive	
  
                                                                             store	
  tablet	
  	
                         good	
                                                                                                            goods	
  
             Store	
  employee	
   Delivery	
  manager	
  




                                                                                                        Ask	
  customer	
  if	
                                                  Take	
  down	
                  Submit	
  
                                                             Verify	
  good	
                          they	
  would	
  like	
  it	
                                             cust.	
  acct.	
  #	
            DUR	
  
                                                             not	
  in	
  stock	
                       delivered	
  when	
                                                          (A1)	
                       order	
  
                                                                                                         back	
  in	
  stock	
  




                                                                                                                                                                                               Process	
                                 Load	
  
                                                                                                    Receive	
  
                                                                                                                                         Review	
                                               pymt	
               Assemble	
          truck	
  
                                                                                                  alert	
  when	
                                                  NoFfy	
  
                                                                                                                                          DUR	
                                                against	
              delivery	
  
                                                                                                 good	
  is	
  back	
                                             customer	
  
                                                                                                                                         orders	
                                               cust.	
  
                                                                                                    in	
  stock	
  
                                                                                                                                                                                               acct.	
  #	
  
   Delivery	
  Truck	
  
       Driver	
  




                                                                                                                                                                                                                                     Deliver	
  
                                                                                                                                                                                                                                     goods	
  

Back	
  to	
  High	
  
Level	
  Process	
  
AssumpFons	
  
                 (5a)	
  Sub-­‐Process:	
  Delivery	
  upon	
  restock	
  (DUR)	
  (for	
  in	
  store	
  
                                orders	
  with	
  exisFng	
  customer	
  account)	
  
      •         A1	
  –	
  assumes	
  the	
  customer	
  has	
  already	
  set	
  up	
  an	
  account	
  with	
  a	
  linked	
  credit	
  card.	
  	
  




                                                                            Value	
  

           •       All	
  customers	
  would	
  appreciate	
  a	
  product	
  being	
  delivered	
  to	
  their	
  home	
  if	
  it	
  is	
  not	
  
                   in	
  stock	
  to	
  save	
  them	
  having	
  to	
  return	
  to	
  the	
  store	
  
           •       This	
  also	
  means	
  that	
  the	
  store	
  does	
  not	
  miss	
  out	
  on	
  a	
  sale	
  




Back	
  to	
  High	
  
Level	
  Process	
  
(5b)	
  Sub-­‐Process:	
  Delivery	
  upon	
  restock	
  (DUR)	
  (for	
  in	
  store	
  orders	
  without	
  exisFng	
  customer	
  
account)	
  

                                                                                                                                                       Confirm	
                                           Give	
  
           Customer	
  



                                                 Search	
  for	
  good	
                           SFll	
                                               DUR	
                                          product	
  ID
                                                                                                                          Ask	
  store	
                                                                  (s)	
  to	
  
                                                  using	
  personal	
                          unable	
  
                                                                                                                          employee	
                                                                    checkout	
             Receive	
  
                                                 mobile/tablet	
  or	
                        to	
  locate	
  
                                                                                                                            (A5)	
                                           Complete	
                adendant	
               goods	
  
                                                 store	
  tablet	
  (A3)	
                      good	
  
                                                                                                                                                                             shopping	
  
           Store	
  employee	
  




                                                                                                                                                  Give	
  customer	
  
                                                                                Ask	
  customer	
  if	
  
                                                                                                                                                  product	
  ID	
  for	
  
                                   Verify	
  good	
                            they	
  would	
  like	
  it	
  
                                                                                                                                                   them	
  to	
  take	
  
                                   not	
  in	
  stock	
                         delivered	
  when	
  
                                                                                                                                                    to	
  checkout	
  
                                                                                 back	
  in	
  stock	
  
  adendant	
  
  Checkout	
  




                                                                                                    Take	
  down	
  delivery	
                  Submit	
                        Process	
  rest	
  of	
  
                                                                                                   address,	
  availability	
  +	
               DUR	
                          shopping	
  (incl.	
  
                                                                                                             contact	
                           order	
                         cost	
  of	
  DUR)	
  


                                                                                                                                                                   Process	
  
  manager	
  
  Delivery	
  




                                                                                                                                                                    pymt	
                                                  Load	
  
                                                                    Receive	
  alert	
                           Review	
                                          against	
                    Assemble	
                  truck	
  
                                                                    when	
  good	
  is	
                                                NoFfy	
                     cust.	
  
                                                                                                                  DUR	
                                                                          delivery	
  
                                                                    back	
  in	
  stock	
                                              customer	
                  acct.	
  #	
  
                                                                                                                 orders	
  
  Truck	
  Driver	
  
    Delivery	
  




                                                                                                                                                                                                                          Deliver	
  
                                                                                                                                                                                                                          goods	
  
                                   Back	
  to	
  High	
  
                                   Level	
  Process	
  
(5b)	
  Sub-­‐Process:	
  Delivery	
  upon	
  restock	
  (DUR)	
  (for	
  in	
  store	
  orders	
  without	
  exisFng	
  
      customer	
  account)	
  



                                                           Value	
  
      •  Delivery	
  upon	
  restock	
  needs	
  to	
  cater	
  to	
  those	
  customers	
  who	
  do	
  not	
  
         necessarily	
  have	
  a	
  customer	
  account.	
  This	
  might	
  include	
  customers	
  who	
  
         aren’t	
  computer	
  savvy	
  or	
  have	
  privacy	
  concerns	
  about	
  their	
  personal	
  data	
  




Back	
  to	
  High	
  
Level	
  Process	
  
Outstanding	
  quesFons	
  
•  The	
  discussion	
  of	
  stock	
  replenishment	
  does	
  
   not	
  clearly	
  address	
  whether	
  this	
  process	
  is	
  
   manual	
  or	
  automaFc	
  –	
  could	
  you	
  please	
  
   clarify?	
  
•  Is	
  there	
  an	
  exisFng	
  workflow	
  system?	
  What	
  is	
  
   the	
  primary	
  medium	
  of	
  communicaFon	
  
   between	
  employees	
  within	
  a	
  store	
  and	
  
   between	
  other	
  stores	
  and	
  warehouses?	
  

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Kartloadv2

  • 1. KartLoad 
 Supermarket" Key Personas" To-Be Process Flow" Kate  Wilson  
  • 3. Beryl Senior   •  “I  only  shop  once  a  fortnight,  right  a6er  I  receive  my  pension”   •  “I  like  using  my  wheeled  shopper  but  if  there  is  too  much  shopping  I’ll  catch  a  taxi  instead  of  the   bus”   •  “I  like  reading  the  supermarket  catalogue  I  receive  in  the  post.  I  circle  the  bargains  I  like  and  then   take  the  catalogue  with  me  to  the  store”   •  “I  don’t  like  crowds  so  I  avoid  the  supermarket  at  peak  hour.  Usually  a  weekday  at  10am  is  quiet”   •  “I  tend  to  sFck  to  the  same  brands  but  can  be  swayed  by  a  good  bargain  if  it  saves  me  a  few  dollars”   •  “I  never  go  in  the  self-­‐service  queue  because  the  computer  confuses  me”   She  needs   She  has   Beryl  is  75  years  old  and   is  a  widow  who  lives  on   Home  delivery   A  preference  for  paying  with  cash   To  be  noFfied  if  something  that  wasn’t  in  stock  is   Engaged  with  products   her  pension.  She  likes   now  in  stock   going  to  the   supermarket  because   she  gets  bored.  She  has   always  been  a   responsible  household   budgeter.    
  • 4. Susan Single  Mum   •  “I  struggle  to  think  of  what  to  cook  for  dinner.  I  try  and  serve  healthy  meals  but  someFmes  it’s  hard   because  the  kids  are  fussy  eaters.”   •  “I  work  fullFme  so  I  usually  shop  once  a  week  on  the  weekend.”   •  “I  don’t  really  make  lists  so  I  end  up  going  down  every  aisle  to  make  sure  I  don’t  forget  anything.   SomeFmes  I  forget  a  few  things  which  is  really  annoying  because  I  hate  going  to  the  supermarket   a6er  work  –  I’m  too  Fred!.”   •  “I  don’t  like  shopping  with  the  boys  because  I  always  end  up  giving  into  their  pleas  for  junk  food.”   •  “I  try  and  budget  where  possible  but  if  something  is  more  convenient  I’m  happy  to  spend  a  few   extra  dollars  –  anything  to  save  me  Fme  and  stress!”   She  needs   She  has   Susan  is  38  years  old.   She  is  a  single  mum   Help  with  meal  ideas   A  preference  for  paying  with  credit  card   Help  with  making  shopping  lists   A  car   with  2  sons  aged  4  and   Help  with  store  navigaFon   Comfortability  with  technology   13  years  old.  She  earns   To  speed  up  the  process  of  shopping   a  decent  salary  as  a   Home  delivery   Online  shopping   retail  store  manager.  
  • 5. Joanne DomesFc  Goddess   •  “I  love  using  my  iPad  in  the  kitchen  –  it’s  great  to  look  at  recipes  and  watch  cooking  videos”   •  “I  always  shop  during  the  weekday  –  weeknights  and  weekends  are  just  too  busy  with  social   engagements  and  my  kid’s  soccer  games”   •  “I  usually  shop  a  couple  of  Fmes  a  week  and  I  prefer  using  the  service  aisle  because  I  like  having  a   chat  to  whoever  is  working  in  the  checkout”   •  “I  keep  a  shopping  list  on  my  iPhone  and  every  Sunday  I  make  a  meal  plan  for  the  week”   •  “I  like  to  support  local  businesses  so  I  don’t  really  buy  bread,  meat  or  vegetables  at  the  supermarket   –  I  prefer  going  to  the  local  bakery,  butcher  or  fruit  shop.”   •  “My  kids  have  a  few  food  allergies  so  I  like  to  check  the  ingredients  carefully.  It  usually  means  I  sFck   to  the  same  brands  as  well”   •  “SomeFmes  I  find  it  annoying  if  I  want  to  meet  my  friend  for  coffee  a6er  I  shop  because  I  have  all   Joanne  is  35  years  old.   the  shopping  bags  with  me”   She  is  a  stay-­‐at-­‐home   She  needs   She  has   mum.  Her  husband  is   the  breadwinner  with  a   A  service  where  she  can  shop  and  then  pick  up  the   A  preference  for  paying  with  savings  card   $100k+  salary.  She  has   goods  at  a  convenient  Fme   A  car   Comfortability  with  technology   3  kids  between  4  and   A  preference  for  shopping  in  store   18  years  old.  
  • 6. Kevin ExecuFve  /   Bachelor   •  “I  love  eaFng  as  healthy  possible  so  I  buy  a  lot  of  fresh  veggies”   •  “I  don’t  really  have  Fme  during  the  week  to  shop  because  a6er  work   I’m  either  at  the  gym  or  socialising”   •  “I  usually  shop  every  week  because  I  can’t  really  plan  too  far  ahead  as   I  travel  a  bit  for  work”   •  “I  cook  very  basic  dishes  during  the  week  but  on  the  weekend  I  enjoy   cooking  for  family  and  friends.  I  usually  grab  a  recipe  off  the  web”   •  “I  don’t  really  make  lists,  I  tend  to  remember  what  I  need.  I  guess  if   Kevin  is  30  years  old.  He   I’m  making  a  specific  dish  I’ll  print  the  recipe  and  take  it  with  me”   is  single  with  no   dependents  and  earns  a   He  needs   He  has   high  salary  as  an   architect   Home  delivery  or  pick  up   A  preference  for  paying  with  credit  card   Online  shopping   Tech  savvy   Help  with  making  lists   A  car    
  • 7. Stuart Dad   •  “As  a  builder  I  generally  clock  off  around  3-­‐4pm  so  I  usually  do  the   grocery  shopping  as  my  wife  doesn’t  get  home  Fl  8ish”   •  “I  find  grocery  shopping  a  bit  daunFng.  My  wife  usually  helps  by   sending  me  a  shopping  list  but  I  sFll  find  it  such  a  chore.”   •  “SomeFmes  I  have  trouble  idenFfying  exactly  what  my  wife  wants  me   to  buy,  especially  with  cleaning  products”   Stuart  is  32  years  old   and  is  a  builder.  He  is   He  needs   He  has   married  to  Becky  who  is   Help  with  navigaFng  store   A  preference  for  paying  with  cash   a  lawyer.  They  have  1   Help  with  product  idenFficaFon   Comfortability  with  technology   daughter  who  is  5  years   Something  to  make  sharing  shopping  lists  easier   old.    
  • 9. Overview   •  The  recommended  process  combines  various  combinaFons  of  online  and  offline   shopping  to  cater  to  range  of  customer  preferences   •  The  opFmal  customer  experience  is  achieved  by  the  customer  creaFng  an  account   with  the  store  that  stores  their  credit  card  number  as  this  facilitates  payment   automaFon.  It  also  provides  the  store  with  a  range  of  data  because  the  shopping   paderns  of  individual  customers  can  be  idenFfied  and  hopefully  predicted  and   managed  accordingly  e.g.  response  to  promoFons,  etc.  This  can  potenFally  help   the  store  manage  it’s  markeFng  objecFves.   •  Providing  store  employees  with  access  to  an  online  workflow  system  can  speed  up   communicaFon  between  the  checkouts  and  the  delivery/pick  up  point.   •  The  online  shopping  experience  is  not  only  about  only  shopping  –  the  customer   experience  can  be  enriched  by  providing  tools  such  as  recipes,  meal  planners  and  a   favourites  list.   •  Mobile  technology  should  be  used  to  enhance  store  navigaFon  by  generaFng   recommended  routes  for  a  parFcular  shopping  list  that  guide  the  customer  around   the  store  in  the  most  efficient  way.   •  ProacFvely  addressing  customer  needs  (such  as  offering  to  deliver  upon  restock)   can  increase  their  saFsfacFon  
  • 10. (4)  Means  sub  process  4  and  (4a)  means   An  underlined  process  box  is   Indicates  sub-­‐process   A2  means  assumpFon  2   subsub  process  4a)   hyperlinked  so  you  can  take  a   on  next  slide   shortcut  to  that  sub-­‐process   High  Level  Process   Online   Place  order   Home  Delivery   online  (1)   (3)   Customer   decides  to  shop   How  to   Place  order  in   Collect  from   How  to   place   In  Store   store  (2)   store  (4)   receive   order?   goods?   Need  meal   (1)  Sub-­‐Process:  Place  order  online   plan?   Drag  and  drop   Yes   Review  online   Yes   recipes  to  each  day   recipes   of  the  week  to   Customer  logs   create  meal  plan   No   into  online  store   (A1)  (A2)   Browse  products   Need  online   Tick  which   by  category,   recipes?   ingredients  you   No   Favourites  list  or   want  to  add  to  cart   search   Home  Delivery   (3a)   Tick  which   ‘Star’  products  to   Pay  for   products  you  want   add  to  your   goods   to  add  to  cart   Favourites  list   (A3)   Collect  from   store  (4b)   How  to  receive   goods?  
  • 11. AssumpFons   (1)  Sub-­‐Process:  Place  order  online   •  A1  –  customer  has  already  created  an  online  account  for  the  online  store   •  A2  –  customer  can  shop  online  via  computer,  mobile  app  or  tablet  app   •  A3  –  customer  can  pay  via  credit  card  or  authorise  a  direct  debit   Value   •  Customers  like  Susan  and  Kevin  will  appreciate  being  able  to  plan  meals,  find  recipes  and  buy   goods  online   •  Customers  like  Stuart  who  receives  shopping  lists  from  his  wife  but  doesn’t  always  know  what  she   means  will  find  value  in  shopping  online  because  his  wife  can  create  a  ‘Favourites’  list  with  pictures   –  he  can  print  this  and  take  it  to  the  store  or  complete  the  shopping  process  online   Back  to  High   Level  Process  
  • 12. (2)  Sub-­‐Process:  Place  order  in  store   Select   Drop  off  goods   Proceed  to   queue   Drop-­‐off   for  home   No   check-­‐out   type   delivery  (A2)   (3c)   Look  for   Shopping   goods   complete?   Customer  goes   Yes   Self-­‐Service   to  store   Good   Scan  goods   located   Good  not   Service   located   Load  goods  to   Search  for  good   Good   located   be  scanned   using  personal   mobile/tablet  or   Submit   store  tablet  (A1)   ‘Deliver-­‐ upon-­‐ Look  for   Good   restock’  (A5)   goods   located   (5)   Ask  store   employee   (A3)   Good  not   Pay  for   Good  not   located   goods   located   Take  home   goods  now?   Unspecified  length  of  Fme   Home   elapses  before  next  step   Pick  up   delivery   No   later?   No   (3b)   Yes   Yes   Collect  goods   from  pick  up   Back  to  High   Leave  store   point  (A4)   Level  Process   (4a)  
  • 13. AssumpFons   (2)  Sub-­‐Process:  Place  order  in  store   •  A1  –  part  of  the  mobile/tablet  app  includes  a  map  of  the  store  that  enables  a  user  to  search  for  a  product  to  retrieve  store   locaFon  (i.e.  aisle,  shelf)  and  then  map  of  the  store  to  aid  store  navigaFon.  If  the  customer  doesn’t  have  access  to  the  app   themselves,  there  is  a  fixed  tablet  in  store  which  they  can  use.  Another  possibility  is  that  if  the  customer  has  created  a   shopping  list  using  the  app,  once  in  store  they  generate  the  most  efficient  route  on  the  app   •  A2  –  drop-­‐off  means  that  the    customer  has  can  choose  items  in  store,  drop  off  the  items  and  they  will  be  bagged  and   delivered  to  their  house,  with  the  correct  payment  charged  to  their  credit  card  connected  to  their  customer  account.  They   don’t  need  to  wait  around  for  each  item  to  be  scanned  –  they  can  just  leave.     •  A3  –  it  can  be  assumed  that  the  store  employee  will  be  able  to  locate  the  good  or  determine  if  the  store  is  out  of  stock  (shelf   stockers  should  label  a  shelf  that  is  out  of  stock  for  clarity)   •  A4  –  there  would  be  a  limited  number  of  days  the  goods  could  be  le6  waiFng  to  be  picked  up  before  they  were  discarded.   See  sub-­‐sub  process  (4a)   •  A5  –  KartLoad  should  operate  a  service  whereby  they  guarantee  all  products  to  be  stocked  and  in  the  event  a  good  is  not  in   stock,  they  will  deliver  it  free  of  charge  when  it  comes  back  in  stock.  See  sub-­‐sub  processes  (5a)  and  (5b)   Value   •  Customers  like  Stuart  and  Susan  who  struggle  to  locate  goods  in  store  can  use  the   app  to  aid  their  navigaFon  of  the  store  thereby  decreasing  their  frustraFon   Back  to  High   Level  Process  
  • 14. (3a)  Sub-­‐Process:  Home  Delivery  (for  online  orders)   Customer   Enter/ confirm   Enter/confirm   Fmes  available    +   Confirm   delivery   home   address   contact  #  for   Receive   delivery   delivery   goods   (A1)   Delivery  Manager   Confirm   Receive   Yes   all   Assemble   delivery   Load  truck   goods  in   delivery   order   stock   No   Warehouse   Deliver   required   goods  to  store   Delivery  Truck   Driver   Deliver   goods   Back  to  High   Level  Process  
  • 15. AssumpFons   (3a)  Sub-­‐Process:  Home  Delivery  (for  online  orders)   •  A1  –  for  customers  that  have  already  set  up  a  online  account  with  the  store,  the   forms  will  be  pre-­‐populated  with  the  home  address  they  entered  upon  signing  up   (though  they  can  override  this  if  if  they  wish)  Similarly,  if  they  have  previously  used   the  home  delivery  service,  the  availability  Fmes  and  contact  number  will  be  pre-­‐ populated  with  what  they  had  previously.  In  these  cases  it  is  just  a  mader  of   confirming  the  pre-­‐populated  forms.   Value   •  Time  poor  customers  like  Kevin  and  Susan  can  would  benefit  from  online  ordering   and  home  delivery  as  it  can  be  done  from  the  office  or  airport  lounge   Back  to  High   Level  Process  
  • 16. (3b)  Sub-­‐Process:  Home  Delivery  (for  in  store  orders)   Customer   Pay  for   Decide  you   Receive   goods  at   want  them   goods   checkout   delivered   Ask    customer  for   Transfer  goods  to   Check  out   adendant   address,  availability   home  delivery   Fme  +  contact  (A1)   trolley   Delivery  manager   Collect  goods   Receive   from  home   delivery   Load  truck   delivery  trolley  +   order   take  to  truck  bay   Delivery  Truck   Driver   Deliver   goods   Back  to  High   Level  Process  
  • 17. AssumpFons   (3b)  Sub-­‐Process:  Home  Delivery  (for  in  store  orders)   •  A1  –  in  this  subsub  process  we  have  an  example  of  where  the  customer  does  not   have  an  exisFng  customer  account  with  the  store,  doesn’t  want  to  set  an  account   up  but  does  want  a  one  off  home  delivery   Value   •  Customers  like  Bedy  and  Joanne  enjoy  the  actual  shopping  experience  over  the   online  experience  but  will  be  saFsfied  by  being  able  to  opt  in  for  home  delivery   at  the  end  of  it   Back  to  High   Level  Process  
  • 18. (3c)  Sub-­‐Process:  Home  Delivery  (for  dropped  off  orders)   Take   Customer   Give   goods  to   Confirm  default   Leave   Receive   customer   drop  off   delivery  details   store   goods   account  card   point   Drop  off  Manager   Delivery  manager   Scan   customer   Scan  items   Transfer  goods  to   account  card   and  process   trolley  and  take  to   payment   truck  bay   Receive   delivery   Load  truck   order   Delivery  Truck   Driver   Deliver  goods   Back  to  High   Level  Process  
  • 19. (3c)  Sub-­‐Process:  Home  Delivery  (for  dropped  off  orders)   Value   •  Customers  like  Susan  and  Kevin  who  have  a   busy  schedule  would  appreciate  not  having  to   wait  in  a  queue  for  items  to  be  scanned  –  they   can  just  drop  them  off  and  have  them   delivered   Back  to  High   Level  Process  
  • 20. (4a)  Sub-­‐Process:  Collect  goods  from  store  (for  in  store  orders)     Customer   Confirm   Arrive  at   Pay  for   Decide  you  will   Fme  +   Leave   pick  up  point   goods  at   pick  goods  up   contact   store   with  receipt   checkout   later   (A2)   Check  out   adendant   Submit  pick   up  appt.   (A1)   Pick  up  point   Verify   Manager   Store  at   Collect  goods   receipt  and   pick  up   from  check  out   assist   point   loading  car   Back  to  High   Level  Process  
  • 21. AssumpFons   (4a)  Sub-­‐Process:  Collect  goods  from  store  (for  in  store  orders)     •  A1  –  the  submission  of  the  pick  up  appointment  is  electronic  and  feeds  into  a   workflow  system  that  should  be  devised  so  the  pick  up  point  manager  out  the  back   receives  an  electronic  noFficaFon   •  A2  –  if  the  customer  hasn’t  picked  up  the  shopping  by  the  agreed  Fme  the  pick  up   point  manager  should  contact  them  to  remind  them  to  pick  it  up  or  to  arrange   home  delivery  if  this  turns  out  to  be  more  convenient  for  the  customer   •  Overall  assumpFon  –  there  is  an  appropriate  physical  locaFon  from  which   customers  can  drive  through  to  pick  up  goods   Value   •  Customers  like  Joanne  who  have  a  car  and  want  to  shop  in  store  but  would  prefer   to  pick  it  up  later  so  they  can  run  to  other  stores  or  catch  up  with  friends  will   appreciate  being  able  to  drop  off  their  groceries  and  pick  them  up  at  a  more   convenient  Fme   Back  to  High   Level  Process  
  • 22. (4b)  Sub-­‐Process:  Collect  goods  from  store  (for  online  orders)   Customer   Confirm   Arrive  at   Pay  for   Decide  you  will   pick  up   Fme   goods   pick  goods  up   point  with   and   online   later   order  #   contact   Pick  up  point  Manager   Confirm   Verify   Receive   Yes   receipt  &   all   Assemble   pick  up   assist   goods  in   delivery   order   loading  car   stock   Store  at   No   pick  up   point   Warehouse   Deliver   required   goods  to  store   Back  to  High   Level  Process  
  • 23. (4b)  Sub-­‐Process:  Collect  goods  from  store  (for  online  orders)   Value   •  Customers  like  Susan  and  Kevin  who  have  a   busy  schedule  might  not  always  be  able  to   predict  when  they  will  be  at  home  to  receive  a   delivery  so  they  may  prefer  to  order  online   and  then  arrange  pick  up  at  the  store   Back  to  High   Level  Process  
  • 24. (5a)  Sub-­‐Process:  Delivery  upon  restock  (DUR)  (for  in  store  orders  with  exisFng  customer   account)   Customer   Search  for  good   SFll   Confirm   ConFnue   using  personal   unable   Ask  store   DUR   shopping   mobile/tablet  or   to  locate   employee   Receive   store  tablet     good   goods   Store  employee   Delivery  manager   Ask  customer  if   Take  down   Submit   Verify  good   they  would  like  it   cust.  acct.  #   DUR   not  in  stock   delivered  when   (A1)   order   back  in  stock   Process   Load   Receive   Review   pymt   Assemble   truck   alert  when   NoFfy   DUR   against   delivery   good  is  back   customer   orders   cust.   in  stock   acct.  #   Delivery  Truck   Driver   Deliver   goods   Back  to  High   Level  Process  
  • 25. AssumpFons   (5a)  Sub-­‐Process:  Delivery  upon  restock  (DUR)  (for  in  store   orders  with  exisFng  customer  account)   •  A1  –  assumes  the  customer  has  already  set  up  an  account  with  a  linked  credit  card.     Value   •  All  customers  would  appreciate  a  product  being  delivered  to  their  home  if  it  is  not   in  stock  to  save  them  having  to  return  to  the  store   •  This  also  means  that  the  store  does  not  miss  out  on  a  sale   Back  to  High   Level  Process  
  • 26. (5b)  Sub-­‐Process:  Delivery  upon  restock  (DUR)  (for  in  store  orders  without  exisFng  customer   account)   Confirm   Give   Customer   Search  for  good   SFll   DUR   product  ID Ask  store   (s)  to   using  personal   unable   employee   checkout   Receive   mobile/tablet  or   to  locate   (A5)   Complete   adendant   goods   store  tablet  (A3)   good   shopping   Store  employee   Give  customer   Ask  customer  if   product  ID  for   Verify  good   they  would  like  it   them  to  take   not  in  stock   delivered  when   to  checkout   back  in  stock   adendant   Checkout   Take  down  delivery   Submit   Process  rest  of   address,  availability  +   DUR   shopping  (incl.   contact   order   cost  of  DUR)   Process   manager   Delivery   pymt   Load   Receive  alert   Review   against   Assemble   truck   when  good  is   NoFfy   cust.   DUR   delivery   back  in  stock   customer   acct.  #   orders   Truck  Driver   Delivery   Deliver   goods   Back  to  High   Level  Process  
  • 27. (5b)  Sub-­‐Process:  Delivery  upon  restock  (DUR)  (for  in  store  orders  without  exisFng   customer  account)   Value   •  Delivery  upon  restock  needs  to  cater  to  those  customers  who  do  not   necessarily  have  a  customer  account.  This  might  include  customers  who   aren’t  computer  savvy  or  have  privacy  concerns  about  their  personal  data   Back  to  High   Level  Process  
  • 28. Outstanding  quesFons   •  The  discussion  of  stock  replenishment  does   not  clearly  address  whether  this  process  is   manual  or  automaFc  –  could  you  please   clarify?   •  Is  there  an  exisFng  workflow  system?  What  is   the  primary  medium  of  communicaFon   between  employees  within  a  store  and   between  other  stores  and  warehouses?