What we considered before researching with people who are visually impaired

Co-op Insurance talked about usability testing with people who are visually impaired last week on the Digital blog.   

Improving and influencing better accessibility where we can is important. This post describes how we prepared for the sessions. We hope it encourages more product teams to test with people with a range of access needs.  

1. Charities can help you recruit

We’d found it challenging and time-consuming to find participants who are visually impaired through recruitment agencies so UX designer Paul Braddock made direct contact with the Royal National Institute of Blind People (RNIB). Although it took a while to get approval for our post which asked for participants on the RNIB’s social media page, the number of respondents was worth it. Charities and specialist organisations that have a vested interest in – and access to – a group of people you’re trying to find seem to be very willing to collaborate.  

 2. Ask participants to bring their own device 

Observing someone using your product or service on their own device gives a more accurate indication of how they would interact with it outside a research session.  

When we asked our participants to bring their own tech, we learnt a lot about the additional software they used too. For example, one participant brought their laptop and showed us Dolphin Supernova – a magnifier and screen reader they use to zoom in on a page, read it aloud, and replace colours that are difficult for them to differentiate between. They told us they “can’t function without it”. But, if we hadn’t asked them to bring their own device, we would most likely have asked them to use one of our Macs which Dolphin Supernova isn’t compatible with. In that situation, we’d have missed out on seeing our service in a realistic context.  

3. Send digital consent forms

We sent out digital consent forms through Consent Kit before the sessions so that participants could take their time reading them with their assisted technology and understanding what they were signing up for. We knew that paper forms would likely be more time-consuming and less preferable. We also couldn’t anticipate what problems there may be with talking through and then signing digitally in the sessions so it felt important to sort out consent beforehand. 

 4. Talk about travel arrangements  

If you ask visually impaired participants to get to a venue, find out how they plan to get there and whether they’d like you to meet them off public transport. Paul met one of our participants at Manchester Victoria station. She’d never been to Manchester on her own before and told us she found big cities a bit overwhelming. They navigated the short walk to Federation House together and the chat on the way worked as an extra warm up to the session.
 

5. Allow for extra time

Factor in extra time for practicalities like travellingaccessing the building and keep in mind that participants might not instantly feel comfortable in an unfamiliar venue so your introduction may take a little longer while you help them to relax. 

A participantpersonal device may take longer to load or update than you’d expect tooOne of the participants we met had specialist screen reader equipment that took a little while to set up on their mobile phone. Around half way through the session, they felt that because they were using the zoom so much, it would be easier for them to switch to a desktop device – they said this is what they would have done at home. Changing over and setting up again also took a little extra time. Seeing this sort of thing is really insightful though, so scheduling extra time means you won’t be tempted to feel like it’s an inconvenience. 

 

6. Go off script – you might learn more

Sometimes the thing you’re testing just won’t meet a participant’s accessibility needs and as demoralising as that is, it’s better to see those problems early. So, as with any usability testing, be prepared to change direction if a participant is struggling with a task because you’re still likely to learn a lot. 

We often found that participants used the service in ways we hadn’t anticipated so if an accessibility issue came up it made sense to discuss straight away, learn from it, and then move back to the script. For example, one of the participants we spoke to zoomed into pages by default. A lot of what we discussed in the session wasn’t in our discussion guide, but we were still getting useful insights. 

Testing with people with other types of access issues

So far, we’ve only run sessions with people who are visually impaired. Of course, there are many more types of vulnerable user and testing with a range of needs is important. This is a good start though.  

If you’ve tested your product or service with people who are visually or hearing impaired, or have a motor or cognitive disability, we’d like to find out what considerations you had before running your sessions. Share it in a comment below or tweet @CoopDigital. We’ll keep it in mind.  

Catherine Malpass 
Lead user researcher 

Co-op Insurance: Usability testing with people who are visually impaired

This is a guest post about Co-op Insurance and their website, co-opinsurance.co.uk. The author is Paul Braddock, a user experience designer who works on it.

In the summer, we blogged about how and why we asked AbilityNet to carry out an accessibility audit on the Co-op Insurance website. The post explained the content, design and technical improvements we made off the back of it. To continue our work around better accessibility, the Insurance design team recently did usability testing with visually impaired users. 

In this post we share what we learnt from the testing and how we’re making improvements. 

What we tested

The Insurance team is responsible for co-opinsurance.co.uk. This includes managing the product information and financial promotions for each type of insurance. Buying journeys begin on our site but once a user chooses ‘Get a quote’, their online journey passes over to a partner’s site.

We can’t necessarily fix the accessibility issues we identify on a partner sites, but we can influence them. We’re actually in the process of creating a set of accessibility guidelines that cover our expectations of our partners.

Catherine Malpass from the Co-op Digital team and Louisa Robinson from Insurance ran the usability sessions. We focussed the testing on the travel section of the website including the buying journey. We wanted to look at how easily visually impaired users could:

  • navigate the journey
  • understand information – particularly in tables
  • interact with a pop up

We kept what we’d learnt from the audit in mind when we were considering what to test. 

Positive things that came out of the testing

During the testing, we heard positive feedback about:

  • the in-page navigation and clear labelling which helped users read and identify content quickly. One participant said it’s “fairly easy to find your way around and there’s a decent menu I can use to navigate to other insurance products.”
  • the colours on the homepage because – along with icons – they help users differentiate between the 2 products. “I like that the colours for car and home insurance are different,” said one participant. “I like having the icons next to the product names because they make it obvious and easier to navigate.”
  • the consistency of the page layout. A participant said that “the pages are similar all the way through so you can memorise where things like the next and back button are.”

Areas that need more work 

However, the testing also showed us that some features weren’t compatible with screen readers. We noted them along with recommendations for how to improve them. 

Things we’ve iterated on already include:

  1. How a screen reader reads out the prices in tables. We’ve changed the aria labels so that monetary values are read out how we’d naturally say them, for example, “thirty-three pounds eighty-four” instead of “pound symbol three three full stop eight four”. We don’t feel we should be asking people with visual impairments to work harder to use our service and we think that making this change will reduce some of the cognitive load. 
  2. How well we use alternative text (alt text). Testing threw up instances where images were tagged with the type of product or policy they were there to support. We’ve changed them so they fulfil their role of describing the content of the image. This makes the service more inclusive. 
  3. Making images clickable. The screen grab of our travel product page below shows 3 insurance products (multi-trip annual, single trip and backpacker). Each has an image, the name of the product with a link that takes them to a more detailed product page, and a line of copy to help the user decide if it’s suitable for their needs. Testing showed us that when the user zooms in on the page (common for someone who is visually impaired), or if they’re using a screen reader, the link is difficult to navigate to and then difficult to access. There was an expectation that images should be clickable, so we’ve now made each image clickable which makes the information quicker to find. 

The image shows a screen grab of our homepage below shows 3 insurance products (multi-trip annual, single trip and backpacker). Each has an image, the name of the product with a link that takes them to a more detailed product page, and a line of copy to help the user decide if it’s suitable for their needs.

Things in the backlog we hope to complete before Christmas include:

  1. How a screen reader reads icons in tables. At the moment it reads “tick” or “cross” but we’ve added aria labels so tick symbols will read as “included”, and crosses as “not included” on our next release.
  2. Test alternatives to the pop up. We saw the screen reader struggle and the participants become confused with a pop up on the single trip online journey, shown in the screen grab below. We’ll be looking at how we can give users the same information in a more accessible way. For example, we may embed the content at different points in the journey instead. 

Screen grab show a pop up prompting the user to upgrade to an annual multi-trip policy. the pop up hides much of the content on the webpage.

Things we’re encouraging our third-party partners to look into include:

  1. The live chat feature.  This feature wasn’t compatible with screen readers so thinking about how to improve it or even considering alternative ways to communicate with users instantly is one of our recommendations. At the moment, the feature also covers up content on the page so we recommend looking into how to help the user feel more in control – this might mean giving an option to remove / minimise /block the live chat. 
  2. How we present information. In the testing we saw users become a bit overwhelmed when comparing information. We recommend a review of how we display content when comparing price and cover in insurance tiers.
  3. The postcode finder. Right now, when a user starts to type in a postcode, the screen reader repeats “there are zero results for this postcode” until the field is complete. This makes it difficult for users to hear – and check – which letter or number they’ve just typed. We recommend looking into how this can be improved.

Carrying on testing, iterating, improving and influencing

Accessibility should be a consideration right from the start when we design products and services. At Co-op Insurance there’s a lot linked to our site that we cannot control but we can influence. We’ll continue to test with people with access needs and we’ll keep trying to improve the experience for everyone so it’s as inclusive as possible. 

We’ll also share our research findings, audit feedback and blog posts with our external insurance partners to help raise awareness of the importance of accessibility.

Paul Braddock
UX Designer from Co-op Insurance

What the data and feedback show about 3 digital services in our Food stores

In October 2018, we formed the Operational Innovation Store (OIS) team. Our mission is to support store colleagues and empower them to spend more of their time and energy on customers and members rather than on admin and paperwork. 

We’re doing this by simplifying tasks and removing time-consuming processes wherever possible with 3 digital services:

  1. Visit.
  2. Pay in aisle.
  3. Smartgap. 

We’ve been monitoring store data, as well as speaking to and observing store colleagues to understand how the services are helping them.

A year on, we’re reflecting on how far we’ve come with a look at each of the 3 services.

Visit: live across the majority of Food stores

We recently rolled Visit out nationally, after writing about Visit’s alpha and beta earlier in the year. It aims to simplify the process of welcoming a visitor into a store. Visit is on every customer-facing till screen so visitors can efficiently and independently check in, check out and acknowledge the safety information they need to be aware of. 

visit-on-till-screen

Thanks to the new service, colleagues no longer need to break off from what they’re doing to look for the visitor book and a pen, or accompany a contractor to the back office to see the asbestos information. All the while, visitor data is stored centrally and securely.

What store data tells us about Visit

  • Visit is live in 2,079 Co-op Food stores
  • 123,721 visitors have signed in so far (as of 1 October 2019)
  • On average, Food stores welcome 2.4 visitors per store per day. If we assume each visitor took a colleague away from customers for 5 minutes, that’s 91 hours per store, per year
  • Across all Co-op Food stores, 5 minutes of colleague time per visitor adds up to 9,858 days
  • Contractors doing repairs or maintenance work are our most frequent type of visitor and they can now view the asbestos information they need through Visit too, saving even more time for colleagues

Giving colleagues more time for customers

We visited some of our beta stores and interviewed store colleagues. One told us: “Visit’s really good, it’s taken away all that worry and getting people to traipse through to the back office. We’re saving time with every visitor.”

Ben, a store manager in Hull, said on Yammer (our private messaging service): “First visit to a store signing in using the Visit app on till screens – really easy process. This will be a game changer for stores, making the process so much easier.”

We’re rolling Visit out to another 600 stores by the end of the year as their tills get upgraded. We also have a dashboard where centre colleagues will be able to access visitor data if necessary – for example, contract managers can see if service level agreements are being fulfilled.

Pay in aisle: pay quickly, queue less

Back in July we posted that we’re testing our ‘Pay in aisle’ app in 30 Co-op Food stores. The app, available on Android and iOS, allows customers to bypass the checkouts and queues by scanning items as they go and paying for them on their phone.

Pay-in-Aisle-Blog (2)

What store data tells us about Pay in aisle

  • We tested the Pay in aisle app in 30 stores across England, Scotland and Wales for 2 months.
  • 7,364 transactions have been made through the app (as of 30 September 2019)
  • In the last week of September, that was 125 transactions per day on average
  • If we rolled the app out so it could be used in all Co-op Food stores, we estimate there would be around 10,484 transactions per day and 3.8 million each year (of course, adoption rate will vary across store types)
  • Unsurprisingly, the number of transactions peak at lunchtime in stores with offices nearby when queues tend to build up

Keeping colleague’s time for those who need it most

Each transaction made through Pay in aisle equates to time colleagues can now spend serving other customers – for example, someone having trouble finding a product, or someone who is less able to pack their shopping bags themselves.

We’re at the beginning of the adoption curve, but some users are already finding the app really valuable. During a research interview, a customer using the app in Edinburgh told us: “I didn’t fancy queueing because it gets busy in here, so I downloaded it to give it a go.”

And a colleague in a university campus store said: “It will be helpful in term time when all tills are in use and there’s a queue”.

We’re continuing to learn from this trial, and monitoring adoption while iterating the app. If you’re using Pay in Aisle, remember to tell us what you think using the Feedback button in the app.

SmartGap: saving time, paper and trees

In July we posted about how we’ve been redesigning the replenishing process for our Food stores. What was then called ‘Replen’ is now called ‘SmartGap’ and we’ve recently tested it in 84 stores, following a successful alpha earlier in the year. It allows our stores to manage inventory more quickly and easily than the old paper method, which we believe will also make stock levels more accurate.

Screenshot 2019-09-27 at 08.57.05

What store data tells us about SmartGap

  • Across all stores using it, an average of 15 minutes are saved per store, per day, which equates to around 27 years across all stores per year
  • Because colleagues don’t print out gap reports as often, 23.7 million pieces of paper, 5,000 trees and 120 kilograms of carbon are saved per year 
  • Stock accuracy increased from 69% to 72% in 8 weeks during the alpha

Making an arduous process quicker

In a survey of store colleagues, one said: “I think SmartGap is an invaluable tool. It’s easier to use than the paper system we had, it has everything in one place and allows more accurate reporting and replenishing. I’ll be very sad to lose it after the 5 week trial.”

And during a research interview another colleague said: “Doing it the paper way takes a lot longer than 15 minutes, every day. Don’t take it off me! It’s just simple, it’s so much easier to do.”

Kirsty, area manager of several stores on the trial in Scotland, said on Yammer: “I’m literally being begged on every store visit for stores to keep this. Do we have any update on when / if the trial stores will go on this permanently? They are loving it!”

We are working to launch SmartGap nationwide after the Christmas period.

What’s next: bring on year 2

In its second year, the OIS team promises to be just as productive. We have discoveries and alphas lined up that may turn into things we test in stores, and our team may also expand.

The past year has been a superb example of how the Digital team, Food colleagues, store colleagues, field managers and support centre stakeholders have worked together to design and build the right things for our store colleagues. 

Rachel Hand
User researcher

Introducing Co-op groceries on demand

This week we launched the digital front-end of Co-op Food’s home delivery and collection service. Customers within the M4 postcode can now order from the Corporation Street Co-op in Manchester city centre, and our proof of concept website continues to be available from 10 stores across central London. 

screen shot of 3 different pages on the website

The service is in beta at the moment which means we’ll be watching and analysing how customers are using it with a view to rolling it out to wider postcode catchments and to other Co-op Food stores. You can see the service at quickshop.coop.co.uk

How it works

Customers order through the website. Colleagues at the local store receive a notification on the store’s tablet and gather the items in the order from the shop floor. The customer then either collects their order or one of our delivery partners picks it up and couriers it.

At the moment, there’s a minimum spend of £15 (research suggests the average spend will be around £25) and customers can choose a 1 hour delivery slot. They can also choose to receive their order as quickly as 2 hours after they ordered. Delivery is currently free.

Keeping up with competitors

Co-op Digital began researching how people shop for food last summer – much of it was qualitative and took the form of interviews and Whatsapp food diaries, but some was quantitative. For example, online behaviour on coop.co.uk and a significant number of searches on the site suggested that customers expected us not only to have a website that allows them to browse the products we stock, but a transactional service they can buy them through. 

Until now, Co-op didn’t have the latter and we need to keep up with competitors.

The Co-op difference

But just as Co-op Food stores revolve around convenience rather than the weekly ‘big shop’, so does our delivery service.

Interviews and food diary studies from our research helped us understand that we have to remove the guilt associated with convenience shopping. For this reason our vision for groceries on demand is: 

post it note with the following written on it

Our research also showed us that Co-op is well placed to:

  • support bigger shops with fresh food ‘top-ups’
  • help those wanting to cut out a visit to a store in between finishing work, picking kids up and taking them to various after-school clubs
  • serve foodies who have their minds set on cooking a specific dish or menu rather than deciding what to cook after browsing the aisles for inspiration or offers 

On your marks, get set… shop

It’s been our team’s aspiration to design a service that allows customers to browse or search, find, choose, and buy products as quickly as possible. We’d decided that part of how we’d know whether we’d been successful would be to compare the time it took people to shop using our service with how long it took them to buy the same items through a competitor’s.

We’re expecting around 75% of transactions to be carried out on phones so we asked research participants to use their device. It typically took the small group we tested with half the time to complete the shop using the feature we’re developing as it did competitor services. 

What’s (probably) next

Based on continuous research, we’re expecting our service to be welcomed by customers – it’s what they expect from a supermarket after all. We’re looking at the analytics and we’re asking for feedback to help us improve the service continuously.

What we prioritise and work on next depends heavily on what we learn from the feedback but there are certain things we expect to add to the site at some point. These include:

  • ways to improve the experience for returning customers
  • creating a personalised shopping experience
  • expanding our beta service to more stores and replacing the proof of concept website

If you try the service, let us know what you think.

David Gregory, Delivery manager
James Rice, Lead designer

Service mapping to make friends and influence stakeholders

This post is adapted from a talk Louise and Katherine recently gave at Mind the Product and NUX Liverpool. 

The act of service mapping with your product team and stakeholders improves relationships and helps everyone to work collaboratively.

Here’s why.

You build a shared understanding

Ideally, service mapping should be done with the whole team. That means digital experts from each discipline, subject matter experts, marketing people, policy and legal advisors and anyone else who has expertise relevant to designing, building, explaining, selling or governing the product or service. 

Having everyone in the room at the same time means we all hear the same information at the same point which contributes to inclusivity. It helps avoid any part of the organisation feeling that the things that are important to them have been overlooked because they’re there to represent their area. It also promotes a more holistic approach to service design because it reduces the chances of working in silos.  

After a service mapping workshop, we aim to have a clearer understanding of:

  • the role of each person in the room, their concerns, their priorities and their pain points
  • the scale of the service 
  • how parts of the service fit together, for example, where a colleague’s journey intercepts a customer’s 

For the workshop to be successful however, everyone must keep in mind the reason they’ve been invited to take part: to share their specialist knowledge. Each person must remember that specialist language and acronyms are often inaccessible and they’ll become barriers to understanding for many.

It’s a democratic way to prioritise problems

Service maps offer a visual way to identify pain points. Done well, they can flag all problems regardless of the specific user journey or whichever discipline’s responsibility they fall under.

photograph of the digital team and stakeholders looking at a service map

Service maps make the areas that need attention indisputable because they help show us where the problems are – they’re often flagged by clusters of post-its notes. Each expert is likely to have biases around which of the problems to prioritise, so just making each and every one visible means we’re less likely to overlook something we’re personally less concerned about. Not only does service mapping help protect the direction of the product, in terms of building relationships with stakeholders, it’s beneficial because it feels like a more democratic way of prioritising what to work on next. 

We can also look to the future more easily with a service map – it helps us anticipate and understand the consequences of the decisions we’re making. For example, if we make a decision early on in the service, will it have an impact later in the experience? A service map will help you to see this, and allow you to make better informed decisions.

Service mapping helps you tell the team’s story

A concept, idea or assumption is hard to visualise, so mapping it out and having a physical thing to point to helps make something nebulous more tangible. Service mapping has been a helpful way for the Co-op Digital team to tell our story to the wider team. It’s been a practical activity where we’ve talked stakeholders through the way we work and reassure them that there are often more questions than answers (especially in a discovery) and that’s ok – in fact, it’s expected. Showing this at the beginning of a project sets the tone for the way of working for the rest. 

Working closely and intensely together in a workshop has helped build trust within the wider team. Each discipline is valued and respected, and listening to each person’s contributions helps build empathy. Everyone should be encouraged to contribute and bring all their knowledge into one place to create a chronological journey. The aim is always to create something that’s easy to understand – something that someone from outside the project would be able to look at and understand the direction of the product.

We’ve also found service mapping good to demonstrate the opposite: helping show that there is no problem to solve, or that a concept is not feasible, viable or desirable. 

It highlights the challenging conversations so you can have them early

We know that progress on the product can be slow or even derailed if: 

  • decisions keep being pushed back or just aren’t made
  • we don’t talk about the difficult things as soon as they come up
  • research findings aren’t considered at each step of design 

 To help us to remove these potential blockers, we include them in service maps so we can highlight them to our wider team. We know stakeholders are often time-poor and detached from the product so an overview rather than detail is what’s useful to them. We’ve found that many of ours really appreciate a service map they only need to glance at to feel informed so we’ve taken this into account. 

We’re also conscious that we need to make it easy for stakeholders to give useful feedback. In businesses generally there’s often a pressure on colleagues to say something because they’re expected to – even if it’s not particularly helpful. By having the whole service visually laid out in black and white, it’s easier for everyone to understand and therefore give useful feedback.

Service mapping to show the money

It’s important not to lose sight of the fact that Co-op services are not only there to meet customer or colleague needs, they must also meet business needs and many stakeholders place more importance on this factor. With this in mind, we need to be aware of the business models and commercials when we create the map and we’ve been including things like efficiencies and incur costs in our maps. Including these aspects means we’re being inclusive with the wider team.

It encourages conversation and collaboration

We’ve found service maps help to:

  • get your team working together with a focus
  • bring clarity in times of change
  • make decisions obvious
  • make knowledge accessible
  • help stakeholders care about the right thing

The sheer physical scale of a service map is the simplest benefit. It’s big, visual and imposing.  Put your service map up in your stakeholders’ workspace, people will naturally stop and look at it. When they do, ask them to contribute. Often, we need to get people’s attention to encourage collaboration.

That said, it’s act of making the service map with your team, collaborators and stakeholders that’s more important than the service map itself.

Louise Nicholas, Lead product designer
Katherine Wastell, Head of Design

We’re testing our ‘Pay in aisle’ app in Co-op Food stores

Over the next 6 months we want to understand more about whether our ‘Pay in aisle’ app is a feasible and viable product for Co-op Food, and whether it’s desirable to our members and customers.

We launched it today in 30 of our Food stores.

Screen shot o

Which problems need solving and why?

User research told us people don’t like queueing (not surprising) but they find it especially frustrating when they’ve only got a couple of things to buy, for example a meal deal. 

Most Co-op Food stores are small and located on local high streets. We’re less concerned with being the place to do a fortnightly ‘big shop’ – we stand for convenience. But the problems we identified through our research contradict how we aim to function as a business. So now we’re trying to fix them.

Years ago, research was carried out elsewhere in the business and an app was built and tested in a couple of stores in Manchester. The latest version of the app is based on what we learnt from that project.

Features and their assumed benefits

The Pay in aisle app:

  • can be downloaded now and can be used without having to set up an account
  • can be used with Google and Apple Pay 
  • uses GPS to identify which Co-op Food store the customer is visiting 
  • can be linked to a Co-op Membership card 

Our hunch (and our hope) is that these features – and the way the app links to established external payment services – will mean the process of using it is relatively quick. This means for customers who want to skip queues at checkouts and self checkouts, the alternative of paying in the aisle won’t be an equally tedious experience.

We’ve tried to lower the barriers to using it by making it possible to use without registering. Users can go back and register later and link their Membership account to it. We need to know which store a customer is buying from so we can manage stock so the app asks permission to identify a customer’s location through GPS. There’s also the option to check into a store by scanning a QR code. 

We don’t know for sure, but we’re learning

Over the next 6 months while we’re testing the app with real customers, we’ll be listening to customers and colleagues so we can learn and iterate to make it better. We’ll also be looking at what the business data tells us.

We’ll treat Pay in aisle as successful if customers download it, use it, and feed back through the app. 

As long as it doesn’t makes things more difficult or slower for customers, that’s a mark of success. We’ll be looking closely at the amount of leakage (theft) in the participating stores and we’ll compare it with the sales figures.

If we can show that there’s a need for Pay in aisle, we’ll look at rolling it out to more stores. 

Try it

You can download Pay in aisle and use it in the stores listed below from the date shown. We want to hear what you think so let us know by giving feedback through the app.

Charles Burdett
Designer

 

Tuesday 23 July

  • Manchester- Piccadilly                  
  • Manchester- Spinningfields                                    
  • Green Quarter – Cypress Place           
  • Cardiff – Senghenydd Road               
  • Cardiff – Kings Road                    
  • Cardiff- Pontcanna Street               
  • Edinburgh – McDonald Road
  • Edinburgh – Morrison Street
  • Frederick Street – Edinburgh
  • Edinburgh – Dalry Road

Tuesday 6 August

  • Wembley- Olympic Way                    
  • Kentish Town – Fortess Road            
  • Westminster- Portman Square              
  • Regents Park – Park Road                
  • Great Eastern Street                    
  • Canary Wharf – Harbour Exchange Square  
  • Hackney- Cambridge Heath Road           
  • Westminster- Westbourne Grove           
  • Merchant Square – Paddington            
  • Holborn – Kingsway                      
  • Fenchurch Street – London               
  • London – Ludgate Circus              

Tuesday 20 August 

  • Clifton                                 
  • Scala                                   
  • Grantchester Street – Newnham           
  • Cambridge – The Marque                  
  • Shoreham – Ham Road
  • Southwater

Member pioneers: matching tech to their needs

At the annual conference in May we gave our 300 member pioneers a new piece of tech to make it easier for them to speak to their local communities and connect people. We’re already hearing positive feedback.

two photographs side by side of alison on stage at the meeting in may. she's explaining why we're giving member pioneers new tablets

This post is about how listening to our member pioneers has helped us provide the right technology for them to do their job, and how the new tech has meant they need significantly less support from us. 

What member pioneers do

Throughout the UK, Co-op member pioneers are committed to 4 hours of paid work per week in their community. They organise events, speak to members in their local stores and raise awareness of what being a cooperative is all about. 

Where things could be better

Before May, they used their personal tablet or their own phone for their community-building work. This came with a number of problems including:

  • tech support difficulties because pioneers were using a wide range of devices
  • access issues because multiple accounts were sometimes registered on the same device 
  • no internet access at home or limited data on their personal devices
  • small screen size meaning presenting Co-op content was difficult or an uncomfortable experience

Research and requirements

We knew we could make things better but to find out how, we spoke to the pioneers themselves and our support team. We started by inviting pioneers to workshops to find out how they carried out the tasks in their communities and what they found difficult and inefficient.

The support team keep a log about the calls they receive so we also analysed those. From this research, we could put together a list of requirements that went on to inform our tech choice. 

We balanced the feedback with our vision for what the member pioneer role should look like: more time spent out in our communities and less time spent at home doing admin. 

We settled on the Samsung Galaxy 4G tablet, case and a basic Alcatel mobile handset. 

A synchronised switch on

member pioneers at the conference in may for the synchronised switch on on their new tabletsOur member pioneers span many demographics – retired, students, people who work in Co-op Food stores. They also have very varied experience with technology so we made sure that everybody’s new tablet had the least amount of steps to set up as possible. We used a mobile device manager to load all the required apps onto the tablets before handing them out. This meant that instead of having to download each app, all the pioneers had to do was log on. We also did a synchronised switch on at the conference and had help on hand for anyone who needed it. 

So far, so good for pioneers

The feedback we’ve had so far is positive. Much of it has been around the size of the tablet – the verdict has been that the screen is big enough so that it doesn’t feel ‘fiddly’ to use but that the device is small enough to carry.  

I take part in webinars as part of my role, and I also need to access social media and team drives. The tablet is large enough for a good browsing experience for all these things. 

The camera quality is much better than on my personal device which means I’ve been able to share better pictures of community activities I’m involved in with the community.

Elsa Parker, member pioneer

Pioneers have also commented that having 4G internet access takes the worry out of using their personal data. They are feeling much happier about showing and sharing Co-op video content which is great because having something to put in front of potential members or local people is far more engaging than just talking about it. 

Good for our support team too

Rolling out the tablets has also made a big difference to the volume of calls coming into the support centre. 

Before, pioneers were using a wide range of devices and systems which were not compatible with the applications required. This made it difficult to pinpoint the main cause of the issues. But now, we rarely get calls regarding Google or device issues.

Matt Davidson, CSC Community Team Manager

Matching tech to people, not the other way round

Speaking to our users, pinning down their needs and balancing them with our expectations of their member pioneer role was essential to making a good decision. Without thorough consideration, our list of requirements might have looked very different and the decision could have been made on cost alone. 

Taking time to understand how people work and what they need is always worth it.

You can find out more about member pioneers or apply to become one. 

Alison Critchley
Delivery manager