Colgate-Palmolive Internal AI Tool
Product Management
UX Research
Product Design
Background
Colgate-Palmolive is constantly working toward designing new products as well as improving their existing products based on data. Since the Col-Pal innovation team works across different regions and countries, the process of digesting data and coming up with useful, actionable insights is time consuming. Additionally, processes are not standardized and it is difficult to track ideas back to the source data.
My role
I was hired as an UX researcher and UX designer to design an internal AI tool for the Innovation team that will help them connect data, insights and ideas.
I had to come up with a final design in 3 months during which I was able to conduct 4 rounds of user research including discovery research to come up with the final design. I also guided stakeholders throughout the process to help them make business decisions around the AI tool.
My work
Initial research
Before I started with my work, I reviewed all of the existing work and documents for a week to suggest design and research roadmap. Based on my initial research, I drafted first round of user types and user flow.
FigJam board to organize existing work and ideate user types and user flow
Secondary research presentation
Discovery Research
The first round of research was with VIP decision makers to identify the current innovation process and understand all the user types involved in the process. After the research, I delivered a quick research overview, four user types and user flows.
Updated user types
Updated user flows
Design v.01 and concept test
Based on research and design priority discussions, I decided to focus on the insight section of the AI tool - how to get data and research into the tool and how to pull out insights from the data. This round of design focused on trying out all the ideas without any technical restrictions. I created a forward-looking lo-fi design and tested it with 5 VIP users as well as the 5 end users. One of the biggest findings was that there were misalignments between the product team and the end users around the word "insight" and "concept." I created a diagram to explain to the stakeholders how the end users think "insight" and "concept" are connected. I used diagrams to illustrate concepts so that everyone can be aligned throughout the UX process.
Design v.01
Research synthesis
Design v.02 and concept test
For the second round of design, I focused on making the relationship between data, insights and concepts clear. Additionally, I met with engineering team to create a more technically feasible design. I created additional synthesis diagrams to help stakeholders make business decisions regarding how they want to structure data, insights and concepts. I guided the stakeholders through out the process.
Design v.02
Research synthesis diagram
Final MVP and concept test
After round .02 design and test, there were additional engineering team meetings to discuss the detailed feasibility. Afterwards, I updated the design using the design component of Colgate's existing component library. I used the new design to test the concept one last time and handed off MVP design and research synthesis to help them create a roadmap.
Final design handoff in Figma
Final research synthesis (quick fixes)
Final research synthesis (bigger topics)
