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Tool Enhancements For USANA Associates

Unfinished Spell

I’m exploring more flexibility and openness with what I create. Because of that, you might notice unfinished parts to this spell. Thanks for joining me on the journey!

Platform

Android, iOS, Web

Project Type

Multiple Designers

My Role

Lead UX Designer

Tools

Figma, FigJam

Timeline

Mar 2024 – Mar 2025

Intro

Data Visualization Is Tough, But So Valuable

As a design team we knew that USANA’s data visualization and organization needed some serious love, but the business hadn’t gotten around to prioritizing it until early 2024. Perhaps because of the dubious amounts of complexity awaiting our endeavor, or perhaps because of a myriad of other reasons. Whatever the cause and whatever the reason for the change, we were just excited to finally start delivering the kinds of quality data driven experiences that USANA Associate’s deserved.

Possibility Space

Confusing Data Creates Chaos

The Problem

USANA’s Associate’s weren’t able to take action on the hoards of data available to them.

When you have massive amounts of data, but people don’t know how to use it or understand what it can do for them, it’s pretty sad. Unfortunately, this is exactly the problem that USANA’s Associate’s had been facing for many years. It was hindering them from being able to more effectively accomplish their personal goals of selling products and signing up new USANA devotees.

USANA Associate

noun

/yew-sah-nah ah-so-she-ate/

plural

USANA Associate’s

1

Someone who sells USANA products and enrolls others to sell USANA products

Exploration

One of my favorite parts of working on this project was the collaboration between designers and developers from the web experience. This is because we were improving the experience across web and mobile apps at the same time! This was a pretty big deal for USANA where projects have often been much more siloed or specific to one platform. This approach would lead to some valuable discoveries and improvements about our design and development processes that you can explore here.

Cross Market Collaborative Workshop

However, for this project we started by creating a workshop to gather information and knowledge from many experts across USANA. This workshop would help us begin to understand the pieces we were dealing with and also give many people a chance to be part of the creation of this beautiful and exciting new chapter! The workshop was led out by us (the designers) and was conducted across multiple market groups all over the world. This way we could ensure that all the differing needs across USANA’s many operating markets were accounted for.

From the workshop focused on the markets in the Americas

Post workshop we took all the findings and began organizing them to both identify patterns and gain a big picture view of what we were dealing with. Here’s a couple artifacts from that exercise:

The Map Begins To Take Shape

We also began mapping out many of the pieces visually. These artifacts not only helped us

  • refine the ideas from the workshop and explore how we might bring them to life
  • Communicate with stakeholders and developers about how we might approach different elements
  • Gather feedback from them to solidify the direction of both individual pieces and the project as a whole
Flows created by one of the other designers to help us visualize the details
Logic flows mapping out questions for one module
Analysis of the current app experience to see where things were at and highlight possible areas of improvement.

LoFi

After many discussions amongst ourselves and with the developers and stakeholders we began to dive into more specific details. We used very low fidelity sketches to continue the conversations that we began during the exploration phases. Some of the sketches were higher level to explore details and interactions across multiple screens like the ones seen below.

Exploring Individual Modules

Others were exploring individualized features or modules within the broader experience. We knew that the holistic experience needed to be considered so that each individual piece both stood on its own and fit within the larger experience. Here’s a few examples of some of the smaller modules that were explored.

HiFi

Things really started to pick up in complexity at this stage. Not only did we need to continue refining both the individual pieces and holistic experience, but now we were really starting to get deep into each platform’s individual stylistic and technical needs. The developers had been involved throughout the entire process, and their involvement only continued from here. Because I primarily focused on and was responsible for the mobile app designs, that’s what I’ll be showcasing here.

Contest Module

Displays any current or upcoming contests in which Associate’s can earn exclusive trips or other giveaways

Pacesetter Module

A program for new Associate’s to help them stay motivated and earn rewards during the first few months.

Early explorations for Pacesetter
Final designs for all Pacesetter states and variants (Android)
Android close-up comparison
iOS close-up comparison

Account Settings

Priority Contacts Module

At-a-glance details about the most crucial pieces of the Associate’s team

Early exploration for Priority Contacts (Android)
Later explorations for Priority Contacts (iOS)

Volume Modules

Multiple modules are available to help Associate’s understand the different facets of their volume

Early explorations of the volume reports and related styles (Android)
Volume History Report (Android)
Volume Report (iOS)
Volume Snapshot (Android)

Dashboard Overview

Early exploration of the dashboard with multiple modules and states (Android)
Later exploration of the dashboard with all modules and states in consideration (iOS)

Due to somewhat restrictive timelines, we weren’t approved to update every piece of the experience during this project. To help mitigate these issues I put together a few guidelines of minimum style changes to implement in certain areas so that the app would have a relatively cohesive feel even in areas that couldn’t be updated yet.

Suggested minimum updates to navigation styles for this reports section of the app (Android)
Suggested minimum updates for the Tree View (Android)
Miscellaneous
Mapping out the flow of how the Auto Order (subscription) management feature might work (iOS)
USANA Grow is a collection of resources to help Associate’s continue to learn (iOS)
Quick look at the last 4 weeks progress (Android)
Initial explorations of a task tracker style module (Android)

Outro

Data Dearth Quenched At Last!

While my time at USANA came to a close before finishing this project, I’m amazed at all the progress we were able to make in a relatively short time. it’s difficult, if not impossible, to show the truly massive scale of this project in one article, but hopefully I was able to highlight the best parts of the journey. While many of us would have liked to push even further, the steps we took with this project were great! The dearth of data and actionable insights that Associates both expected and deserved was finally starting to come to and end. For that, we’ll celebrate and be proud of what we accomplished! Here’s a few victories, insights, and reinforced principles I gained from this project.

Reinforced Principles

1

Planting design seeds over a period of time can lead to great improvements

2

Taking one step towards your destination is better than taking none

3

Challenging constraints really can lead to some very creative solutions

Impact

UX Victory

Working across teams on this project was challenging, but it highlighted the gaps in our individual and collective processes so that we could level up in big ways!

Insight

Sometimes the most impactful projects happen because you planted the seeds and waited for others to be ready to join you on the adventure of growth.

Keep Exploring

Looking for even more great spells? Here’s another one that dives into a very important piece of the Associate experience at USANA.

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