The Home Depot

Store Associate Proxy User Research Pool

A research vehicle and process to support EUX needs for in-store associate participation, product team efforts during limited access to store associates during COVID-19 restrictive periods.

User Research COVID-19 Response Process Innovation Remote Research

ROLE/TEAM

OrderUp Team
Project Manager
UX Designer

TOOLS

MS Excel
MS Forms
MS Teams
MS PowerPoint
Adobe CC

DATE/DURATION

3 weeks
Feb to Mar 2020

Situation

The Home Depot EUX team had a major issue. The Covid Protocols that corporate had enacted meant that we would no longer be able to go into stores to do store research with associates, which is CRUCIAL for 90% of our work, as we for keenly focused on tools and processes that service the associates.

With dozens of projects in progress, all work would effectively stop and EUX would not be about continue working. We needed a way to continue our work, but more importantly, we needed a vehicle that would facilitate all our efforts moving forward because it was unknown how long the prohibition would be in place or if it would ever be reversed.

Goals

  • Gain and maintain a pipeline of access to valuable research data from target users (in-store associates) without increasing their workloads during crisis periods, like the COVID-19 pandemic
  • Ensure the safety of EUX team members by limiting the need to travel into stores during risky times
  • Create an expansive resource that can be accessed, enhanced, and improved by all EUX designers and product teams

Action

The THD corporate culture is unique in that many employees have started their careers in various roles and departments within the stores. Despite having a Yammer community to communicate with in-store associates, we were unable to burden them with additional tasks during the pandemic.

This situation required us to seek out other individuals with the necessary experience and perspectives from different store departments to provide feedback on our projects and help us develop effective solutions that cater to the needs of store associates.

To address this issue, we came up with the idea of leveraging former in-store employees who now work on product teams as proxies to provide immediate feedback. This approach allowed us to validate the problems we needed to solve, as well as the solutions we created, while also ensuring that our valuable work continued without any hiccups.

To expand the pool of proxies further, we collaborated with the communications team to launch a recruitment campaign that utilized various communication channels, such as word of mouth and the warehouse, to attract a diverse range of subject matter experts for all areas and roles. This effort resulted in a vast collection of proxy SMEs that have since provided valuable insights and feedback, helping us achieve our goals effectively and efficiently.

covid home depot store research challenges restricted access associates user experience design process

Result

The Store Associate Proxy User Pool was a valuable tool that helped product teams to streamline their project work and initiate new projects with ease. It provided easy access to vital constituent information, thus saving time and money.

This solution eliminated the need for in-store associates to be burdened with additional tasks, preventing costly work stoppages due to missing or faulty information. As a result, product teams were able to efficiently accomplish their tasks without the risk of unnecessary rework, which enabled them to focus on new projects and business initiatives.

UX Impact

Research Continuity During Crisis

Overall, the Store Associate Proxy User Pool proved to be an invaluable asset to the organization. It allowed UX research to continue with valuable data from the constituents that were necessary while providing a design for a process we could use in other periods of limited in-store access.

Process Innovation & Scalability

The solution created a reusable framework that could be activated during future disruptions or access limitations, establishing a sustainable approach to remote user research that protected both researchers and store associates.

Organizational Knowledge Leverage

By tapping into the institutional knowledge of former store associates within the corporate structure, the process maximized existing human resources while maintaining research quality and authenticity of insights.