HEB wanted to consolidate their siloed reporting into a single integrated portal, as to better understand category performance in their stores . Currently they had a range of reports, from excel sheets to SQL queries that were used to put together an incomplete picture. They wanted to know who was leading in product categories, but also if they had opportunities to grow their own brands in those segments.
The primary objective was to create a set of web dashboards that would address questions concerning category health, brand loyalty, and potential opportunities for HEB.
My responsibility was to define the key metrics necessary to effectively answer these questions, but also uncover the flow that would logically arrive at useful answers. The final deliverable was a series of high fidelity prototypes for how the solutions should be developed.