Starbucks

Introduction -

The teams goal is to add key metrics to the My Daily Platform in order to support the Starbucks Partners in understanding their store metrics at a high-level on a platform typical used for internal communication.

My goal as the Lead Product Designer was to stand up for our Starbucks Partners (users) needs and deliver the experience that most benefits them in their day to day work flow. And to bring them a design that will also bring the delight and improve functionality.

Role

Lead Product Designer

Teams

Coffeehouse Decision Center, My Daily, and external metric tools

Skills

Information architecture, Concept design, User interviews, affinity mapping, Wireframing, High fidelity design, Prototypes


Coffeehouse Decision Support

To create a clear and actionable framework for My Daily and Coffeehouse Health by defining the emphasis between primary and supporting metrics, ensuring store snapshots highlight the most impactful indicators while leveraging secondary data for informed decision-making. This approach is grounded in district manager research, affinity mapping, and feedback-driven concept testing to deliver a user-centric, data-driven experience.

Team Objectives

Coffeehouse Decision Support

Team Objective

1. Measure: Help Retail Leaders assess and understand the state of operational & financial performance

2. Elevate: Help Retail Leaders know where to focus attention and what to prioritize

3. Execute: Help Retail Leaders plan, create, and communicate initiatives that improve store experience

Coffeehouse Health Page

Page Objective

1. The Coffeehouse Action Plan is a foundational tool our Coffeehouse Leaders use to organize action steps to grow the business and close operational gaps identified through data, trends and observations.

2. By moving the Action Plan to a digital format, we unlock the opportunity to improve the planning, creation, sharing and execution of CAPs

• Elevate Opportunities and Insights: Coffeehouse Leaders view key metrics and insights alongside their Action Plans reducing the need to go to 4+ systems to identify focus areas

• Enable communication and alignment: Store Partners and District Managers can view and comment on CAP

• Track progress and execution: Ability to view focus areas across district/area/region and identify when actions are complete (future)

4. Digital Coffeehouse Action Plans empower Store Leaders to chart their own path, drive measurable outcomes, & link existing tools with best practices across stores

My Daily Home Page

Product Objective

1. The My Daily application is intended to provide store partners with a way to navigate their "day in the life" actions in the store experience

2. The My Daily application allows partners to view and manage their tasks and check the status on tickets they reported.

3. Know "the pulse of their store and events happening in their store - at a glance"

Merging Objectives

The Coffeehouse Decision Support team’s goal is to enable Coffeehouse Leaders to assess operational and financial performance, identify priorities, and execute initiatives that enhance the store experience.

Within the Coffeehouse Health Page feature, the team has been able to digitize the Coffeehouse Action Plan, improving:

  • How leaders plan, create, share, and execute initiatives

  • Elevate opportunities and insights by surfacing key metrics alongside action plans

  • Enable communication and alignment through shared visibility and commenting

  • Lay the foundation for tracking progress across districts and regions to drive measurable outcomes (future thought)

While the Coffeehouse Health Page works as a location for the team's objectives, the My Daily home page also has similar goals to give store partners instant visibility into the pulse of their store: providing a quick, consolidated view of store health and events, while also enabling them to manage daily tasks and track ticket status seamlessly.

Coffeehouse Decision Support complements these projects by giving store partners a clear view of daily tasks and store status, ensuring operational excellence at a glance. Collectively, these projects streamline decision-making, elevate insights, and enhance execution across the organization.

To enhance operational efficiency and deliver a unified experience for coffeehouse leaders, integrating the Coffeehouse Health Page within the My Daily Home Page is the best user experience approach. This integration consolidates daily task management with actionable insights and digital Coffeehouse Action Plans, reducing system fragmentation and improving visibility into store health. Under the Coffeehouse Decision Support framework, this approach ensures that prioritization, planning, and execution are informed by real-time operational and financial data driving alignment and measurable outcomes across all levels of the organization.

Current Information Architecture

First to understand our partners journey in My Daily we need to understand the architecture of our platform.

1 . Hierarchy/Priority: Original discovery approach was conducted to create the

coffeehouse health page concept:

2. Excessive Hierarchy: Too many nested categories before reaching the goal.

3. Redundant Pages: Information split unnecessarily across multiple screens.

4. Delayed Goal Visibility: Critical action, ex CAP or SPA priority action, buried deep.

5. High Click Count: TBD *Define User Goal - to see CHP? to drill down? to write CAP?

Coffeehouse Health Page Concept Feedback Sessions

This research explores the concept of a new Coffeehouse Health Page (CHP) within My Daily — designed to help Coffeehouse Leaders quickly understand their coffeehouse performance, identify gaps, and take action without navigating multiple tools. 

Currently, evaluating coffeehouse health is fragmented across multiple sources (Grow, P&L reports, and operational dashboards*). 

The CHP aims to centralize critical insights and action planning in one place, streamlining how leaders assess performance and close gaps — providing insight instead of raw data. 

The sessions will combine in-depth exploratory interviews with concept evaluation to validate both the intent and design direction for the MVP and target state.

  1. Concept - Original discovery approach was conducted to create the coffeehouse health page concept:

    1. Identify & Align: Select key SMEs in Coffeehouse Excellence and clarify business value.

    2. Gather Insights: Interview SMEs and review existing UX research.

    3. Ideate & Validate: Create initial CHP mockups, validate with SMEs, then refine with SSC leaders and Coffeehouse Ops.

  2. Audience -

    1. 8 Feedback sessions were conducted

      1. 5 Coffeehouse Leaders, 3 District Managers

    2. Concept designs was adjusted throughout the testing process based on feedback and requirements as they were delivered

Affinity Mapping

After the concept feedback sessions, all user input was systematically organized into overarching themes to identify common patterns. Within each theme, subcategories were developed to provide greater clarity and highlight specific areas of interest. This structured approach enabled a deeper understanding of user perspectives and ensured that insights were actionable. By synthesizing findings from eight sessions, the analysis revealed four key takeaways that represent the most critical opportunities for improving the Coffeehouse Health experience.

  1. Action - Actionable steps are not always clear from metrics alone. Creating next steps takes too much time and business acumen for coffeehouse leaders. Original discovery approach was conducted to create the coffeehouse health page concept:

  2. Trends - Metric trends are critical because they reveal patterns in performance over time, enabling proactive decision-making. High usage of metrics indicates strong engagement and accountability, while understanding their importance ensures leaders prioritize the right data to drive operational improvements and strategic goals.

  3. Value - While users see value in having a dashboard, they don’t perceive it as solving a pain point because existing tools and reports already give them a clear picture of store health.

  4. Cumbersome/Scattered - Users find toggling between multiple platforms and pages, combined with excessive information hidden in icons, to be overwhelming and frustrating.

Current Experience Story Mapping

Once we have the data and key themes from the feedback sessions we can make an informed user story-map. Knowing these themes and structure of our partners we can make a user story map. This can visualize the end to end experience and provide clarity on how users engage with My Daily and their digital metric products. This can highlight opportunities, user goals, and highlight pain points.

1. Objectives

Partners begin the week by reviewing key store metrics and monthly goals, drilling into growth opportunities, and updating Coffeehouse Action Plans to address business gaps. Throughout the week, they monitor metric releases, track progress, and collaborate with their District Manager to ensure alignment and sustained growth.

2. Tasks

Users currently open multiple applications to gather key metrics. They review past periods and Coffeehouse Action Plan focus areas to identify trends and growth opportunities, then turn these insights into actionable weekly goals that improve store performance and align with business objectives. Regular reporting and discussions with District Managers ensure accountability and alignment, while reliance on later-week metric releases delays decision-making and often requires revisiting plans mid-week.

3. Metrics - Key Metrics

Sales, TSD, Inventory, Customer Experience, GROW, OTW, Tuesday Report Updates, GROW Report Updates, Loss Prevention – Negative Sales, Service Recovery. Platforms: Decision Center, My Daily, IMS, Observation, S4

4. Goals

Partners seek to start the week fully prepared by accessing all necessary tools and understanding store performance after the previous period. Their goals include identifying red flags, aligning with current priorities, and using trends and targeted goals to make data-driven decisions. They aim to translate insights into actionable tasks that drive improvement, foster alignment across store roles, and maintain transparency through regular updates with District Managers. Ultimately, they strive to stay informed with the most up-to-date metrics to ensure progress toward weekly and monthly objectives.

5.Pain Points

The current experience overwhelms users with too many reports, excessive details, and delayed updates, making it hard to identify actionable insights quickly. Users spend significant time switching between tools and interpreting data instead of focusing on improvement. To address this, the product should follow two key principles: Right information, right time—deliver only the most relevant insights when they matter, reducing noise and adapting dynamically to context; and Design the path, reduce the fog—guide users through clear, intuitive workflows that surface prioritized actions and eliminate guesswork. This approach will streamline decision-making, reduce cognitive load, and create a more efficient, confidence-building experience.

6.Opportunities

To improve the user experience, the dashboard should streamline access to key metrics by consolidating data into a single, intuitive view, eliminating the need to switch between multiple tools. It should surface actionable insights by highlighting priority areas and recommended actions based on trends and store goals, reducing guesswork and enabling confident decision-making. The experience must embrace contextual relevance, dynamically adjusting what information is shown based on timing, user role, and current priorities—delivering the right information at the right time. Additionally, the design should guide users through clear workflows, grouping related tasks logically and providing intuitive navigation to reduce the fog and make the path forward obvious. Finally, simplifying tooltips, minimizing unnecessary details, and prioritizing clarity will reduce cognitive load, allowing users to focus on outcomes rather than interpretation.

Future Experience Story Map

The future experience story map will illustrate a streamlined, intuitive journey where partners and leaders engage with a unified Coffeehouse Health Page. This map will visualize how users seamlessly access real-time metrics, update assessments, and take action without navigating multiple tools. It will highlight the improved flow of information, guided workflows, and dynamic insights that enable confident decision-making. By focusing on clarity, efficiency, and role-based relevance, the story map will showcase how the redesigned experience supports proactive planning, collaboration, and sustained growth across all levels of the organization.

Partners start the week with a consolidated dashboard that provides a clear snapshot of store health, including key metrics, rankings, and priority actions at a high level. Instead of navigating several platforms, they can immediately identify trends, red flags, and recommended next steps tailored to their goals. Throughout the week, real-time updates keep progress visible, while integrated workflows make adjusting plans simple and efficient. Collaboration with District Managers is strengthened through shared visibility and streamlined communication, allowing partners to focus on driving improvements rather than interpreting data.

Potential - Future Information Architecture

Bridging the Gap
  1. Action - Displaying metrics alongside assessments and action plans to show correlations and reduce the time required to apply business acumen when creating a plan

  2. Direct - Provide key insights and high-level assessment overviews on the homepage so users can immediately understand priorities and take action without navigating through multiple layers.

  3. Immediate Context: Users see the most important information at a glance without digging through multiple pages.

  4. Faster Decision-Making: High-level summaries reduce cognitive load and help leaders prioritize actions quickly.

  5. Improved Engagement: A clear snapshot of assessments encourages users to explore details when needed.

  6. Efficiency: Cuts down navigation time by surfacing critical insights upfront.

  7. Strategic Alignment: Keeps everyone focused on top priorities and overall performance trends.

Wireframes

Design Exploration

To integrate Coffeehouse Health metrics better into the My Daily experience, I explored the My Daily Home Page Design. Each option balances partner workflows, information clarity, and platform usability while addressing the goal of giving partners a quick pulse of their store. My main goal with these wireframes were to enhance the My Daily Home Page for our Starbucks Partners. And to create a business strategic plan to implement these changes, and not cause to much additional mental load for our Partners by deploying a entire Home Page redesign of content and style. 

Information Prioritization

  • Surface critical updates first to support partner decision-making.

  • Recognize that coffeehouse health metrics update less frequently and avoid homepage clutter.

  • Deliver the right information in the right place at the right time.

Current State

In production

The current home page uses a simple two-column layout that largely mirrors the features already accessible through the navigation. While the team has been eager to evolve this page, it also functions as a familiar daily touchpoint for our Partners, making thoughtful changes especially important.

Actionable Insights

  • Ensure metrics are clear, meaningful, and actionable.

  • Use trend visibility to help partners identify patterns and root causes.

  • Connect metrics to existing My Daily tools and workflows.

Version Two

Ideal future design

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Version One

Wireframe

By introducing a Health Metrics section using the same layout and pattern as the current home page, Partners can become familiar with its location and usage before larger structural changes are introduced. This layout also emphasizes a metric hierarchy that is a balance between business value and frequency renewed.

Design Approach

  • Follow existing My Daily design patterns while refining and modernizing the experience.

  • Use purposeful color, clear labels, and effective chart types to tell the data story.

  • Place key metrics where users naturally scan and group related information logically.

  • Include interactive elements and clear calls to action linking to deeper insights.

Coffeehouse Health Page Progression

Current State

The original Coffeehouse Health Page relied on an embedded dashboard from the third-party analytics platform Tableau. This approach mirrored Starbucks Partners’ existing method for accessing and analyzing coffeehouse data in real time, presenting metrics in a familiar table-based format pulled directly from the analytics system.

Tableau metric table 

Business Emphasis Design

As Starbucks evolved its reporting strategy, one of the key indicators of store health transitioned from Tableau to the GROW Report. To support this shift, I collaborated with business subject matter experts and coffeehouse analysts to identify a high-level set of key metrics that best represent overall store performance. This phase focused on aligning the design with updated business priorities and consolidating the most critical metrics into a single integrated view.

Integrated Metrics 
Actionable Dashboard

User Centered Design

In the final phase, I combined the business requirements with additional user research and testing to better understand what Partners needed from this space. The design evolved into a more actionable dashboard, prioritizing clarity, usability, and quick decision-making. Metrics were organized to be easier to scan and interpret, creating a cleaner experience that helps Partners quickly understand store health and take the appropriate next steps.

Ideal Final Prototype

This is the ideal future experience I envision for our Starbucks partners going forward. Starting from the initial home page of My Daily they are able to get to know the “pulse of their store at a glance”. From this home page there is less redundancy between home and main navigation, in addition the items on the home page could be seen to influence each other and therefore becoming more actionable and valuable to our Partners. Diving further into the Coffeehouse Health Page you can see the detailed view of your stores key metrics. Each metric in a warning or danger level is notated with a color coded badge. Going forward all of this information is in the right location at the right time for our partners to create their monthly Coffeehouse Action Plans and see in real time how their stores metrics are effected.

Next Steps

  1. Socialize the Design

    1. Share the wireframe with the team and all project stakeholders to gather alignment and early feedback.

  2. Validate the Concept

    1. User Feedback: Conduct quick usability testing or stakeholder reviews to confirm the layout and flow meet user needs.

    2. Iterate: Make adjustments based on feedback before investing in higher fidelity.

  3. Unified Apps

    1. Before finalizing any design decisions, our team will collaborate with the Unified Apps project to understand integration points, shared functionality, and potential dependencies. This alignment ensures that our design remains consistent, scalable, and compatible with their approach, preventing rework and maintaining a seamless user experience across platforms.

    2. Test Navigation: Validate that users can complete tasks easily.

  4. Finalize Detail

    1. Incorporate more structure, spacing, and basic visual hierarchy.

    2. Content Placement: Add placeholder text and images to simulate real content.

  5. Handoff to Development

    1. Prepare design specs, assets, and documentation for engineers.

This work demonstrates how thoughtful UX strategy can turn fragmented data into actionable insights, helping partners make faster, more confident decisions in their daily operations.

Thanks a latte!

Thanks a latte!

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