Case studyScan & Go — Sam’s Club Mexico
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Case study · Sam’s Club Mexico · Walmart · 2018

Sam's Club

Scan & Go: self check-out for Sam’s Club

Sam’s Club Mexico had huge queues at its checkout counters. Scan & Go lets members scan items as they shop, pay in the app and walk out past the queue.

Role
UX/UI Architect
Year
2018
Industry
B2B Retail & e-commerce
Client
Sam’s Club Mexico · Walmart
Platform
Mobile app
CREME Scan & Go +1 Added to cart 1 $89 BUY

01 · Problem statement

Queues at the checkout

Sam’s Club Mexico wanted to improve its in-store shopping experience: huge queues at the checkout counters, with long wait times.

Tackle in-store traffic

Less rush in the store means more business.

Discover the app

Get members to discover the Sam’s Club app and order online.

Go digital

Help members adopt their digital wallet and transact.

−50%

time to checkout — the experience metric

+10%

sales — the business metric

Lower cost

long-term, with fewer checkout staff

02 · Design process

Understanding the club

Huge footfall: loyal members visit weekly or fortnightly to stock up for their homes or businesses — and the solution had to scale with fast-growing loyalty sign-ups.

  1. 01Research

    Quantitative & qualitative

  2. 02Concept

    Personas & journeys

  3. 03Storyboard

    The ideal trip

  4. 04Task flows

    Onboarding paths

  5. 05Visual design

    Screens & UI

  6. 06Usability testing

    Revalidate

03 · Research

What the numbers and the aisles told us

2.1 · Quantitative

Who shops, and how

97%

come to the store because shopping is a family activity

3%

trust online channels to buy and deliver

40%

are hoteliers and restaurant owners buying groceries

50–50

cash vs card — and cards carry a 2% fee

75–25

businesses (loyal 3 years on average) vs families

60%

use Facebook; 1 in 5 also has a Costco membership

2.2 · Qualitative

Why people avoid self-checkout

Personal hygiene

Shoppers dislike physical scanners other people have touched.

Self-checkout feels tedious

Scanning everything and paying yourself seems complex and slow to less tech-savvy shoppers.

Distrust of online payment

Mexico is cash-dominant; many fear card fraud and use credit only for special discounts.

04 · Concept

Two kinds of member

Illustration of a young couple, 51% male and 49% female
Persona 1 · FamiliesYoung couple36–65 years · 51% male, 49% female
Traits
  • 13% have babies
  • Children average 20 years old
  • 62% Facebook, 26% YouTube
Enjoy shopping
“Shopping is family entertainment — I spend more than I should.”
Good selection
“I like stores where I find everything I need.”
Proven service
“I prefer stores a friend recommends.”

Slide 1 of 2: Young couple

05 · Define

Storyboard and task flows

Six storyboard panels from taking a cart to walking out past the queues
Six panels: take a cart and scan, items land in the cart, review and pay, verify at the exit, walk out past the queue.
Two user-story boards for onboarding members
Two onboarding paths: a member identified by phone number, and a member who scans a QR pamphlet in-store.

06 · Design

Scan, cart, checkout

Auto-locate your club screen
01Auto-locate your club
Scan an item barcode screen
02Scan an item
Scan & Go cart with checkout
03Review the cart and check out
Scan & Go — the flow in motionPlay the video

UI elements

UI element sheet
App bar, product row and pagination
Sam's Club Mexico app home with the Scan & Go banner
Entry point in the live app

07 · Validate

Usability testing

A plan with goals and selected profiles, to test hypotheses on behaviour and revalidate that tasks were easy and the experience delivered delight.

Usability test plan, page 1
Plan — objective, goals and early-adopter profiles
Usability test plan, page 2
Tasks — the shopping scenario, step by step
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Thank you

Scan & Go for Sam’s Club · UX/UI Architect · 2018