Sobeys Inc. (IBM Client) • 2024

Digital grocery checklist for in-store shopping

WEB MOBILE & DESKTOP APP, UXR

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IBM led the overhaul of Sobeys’ website. As designers, our goal was to create a digital shopping list that allowed customers to compile items from their local store for in-store use. This served as an interim solution until Sobeys could implement a native e-commerce checkout function on their website.

Impact
My designs enabled Sobeys to track online-to-in-store sales, providing measurable insights into customer behaviour and purchase fulfillment. It also contributed to a broader digital transformation initiative with a projected growth of 23% in revenue over the next year.
Role
Product Designer & Research Lead
Team

Product lead,
UI/UX designers
Service designers
Sobeys marketing stakeholders
Adobe Experience Manager (AEM) teams

Duration
18 months
PREVIEW

A companion tool for local in-store shopping

I created a shopping list companion that bridged digital browsing and physical shopping, helping Sobeys infer in-store purchases from customer interactions with the newly launched online catalog.

PROBLEM SPACE

Sobeys' journey toward e-commerce adoption

Sobeys was revamping their website to catch-up with competitors. Their plan was to showcase products from within their local stores online. Currently, customers are redirected to Voilà to view and buy products.

Users cannot directly checkout on Sobeys.com

Voilà, an online grocery delivery and pick-up platform, was Sobeys' initial entry to e-commerce in response to COVID-19. But there were challenges with Voilà:

Low sales on Voilà

A small percent of Sobeys' marketshare is from Voilà. Sobeys believed that redirecting customers to Voilà leads to user abandonment.

Products listed on Voilà were more expensive

Customers were not incentivized to use Voilà because inventory and pricing were not representative of what was available at local stores.

Delays in checkout function implementation

Before Sobeys can implement their own online checkout, they must wait for their contract to end with the vendors who power Voilà.

Designing for a transitional period

How might we design an online shopping experience that empowers users to pick-up their groceries in-person?

Transforming Sobeys' list feature

As an interim solution, we saw potential in Sobeys list feature. Instead of a basic checklist that allowed users to manually enter text fields, we can allow users to compile specific products from the catalog.

RESEARCH

What would incentivize users to use Sobeys' list?

I carried out a contextual study with 20 individuals representing 3 personas of Sobeys customers.

Our team needed to understand based on real user needs what would incentivize shoppers to adopt this new digital list, especially since the existing feature saw low engagement.

My hypothesis was correct—participants had their own system for building grocery lists, making it challenging to adopt a replacement.

This underscored the need to provide a differentiated experience.

A more reliable memory aid

Participants sometimes forgot to add items to their lists and only remembered to buy them when they came across them in-store.

Budgeting support

Participants liked seeing online prices for products because they could calculate total grocery costs without cross-referencing flyers

Tracking deals for commonly bought items

Participants were frustrated whenever they lost out on limited time promotions and deals, especially for common household products.

Portability for on-the-go shopping

Some participants relied on their smartphone to track purchases, while others brought paper lists to check-off items as they shopped.

PROCESS

Using shopping lists as a checkout proxy

Rather than a general checklist, we designed a shopping list companion for users who wanted to make a trip to their local Sobeys—an affordable alternative to Voilà's pick-up and delivery services.

Our initial designs did not incentive users to complete their checklist.

We explored the use of a toggle function to switch between a store-builder view and checklist view— but I felt that key changes needed to be made.

Two major revisions

Greater separation between user flows

There needed to be a step-by-step breakdown guiding users through decisions and specific actions, so they had a purpose to use the checklist.

I introduced a decision point, enabling users to enter a flow based on what their intended steps were: to either deliver their groceries via Voila or get their own groceries at the store.

Feedback: KPIs & user progression

There also needed to be a way to infer whether or not users were using the list feature to make purchases at the store.

We needed a way to capture “completion” data—indicating when a user finished their checklist to infer which products they purchased. I introduced the concept of a “grocery trip,” guiding users through an experience designed to motivate them to complete their list.

Using the above flow, we can identify a customer using their Scene+ membership ID to potentially find what they have purchased. This is done by cross-referencing their digital checklist, closely matching in-store transactions to identify potential purchases.

Final designs

Designs accounted for different user intentions. The checklist offered a more purposeful flow that encouraged use and motivated users to complete their checklists.

OUTCOME

Developing new KPIs for digital success

My designs enabled Sobeys to evaluate the success of digital transformations to their website—critical until e-commerce capabilities are implemented to track checkout sales data.

The list feature itself contributed to a broader digital transformation initiative with a projected 23% growth in revenue over the next year.

Reflection

Once a checkout function is implemented, the use of lists will need to evolve to become its own feature. One potential direction is enabling a persistent, global watchlist for essential items, which would offer ongoing value beyond the single-use list model we designed.

During ideation, we explored displaying inventory quantity and aisle locations to help users find products faster. However, the feature was ultimately ruled out due to the lack of available data.

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