Lululemon

Researching the day-in-the-life of Lululemon store employees, focusing on the tools and technology they use.

Role

UX Research Consultant

Timeline

Sep 2022 - Dec 2022

Team

Jayna Wu

Geena Yin

Sunny Park

Kelly Liu

Skills

User Research

Contextual Inquiry

User Personas

Journey Maps

Tools

Figma

Project Context

Lululemon is an athletic apparel company for yoga, running, training, and most other means of exercise. Their mission is to promote well-being in every aspect of people's lives – physically, mentally, and socially.

Since the pandemic, the landscape of Lululemon stores has evolved quite a bit. As a result, educators (store employees) have continued to adapt to the changing landscape. Along with shifts in responsibilities, this has caused educators to rely on some technology more and some technology less.

Because of this, Lululemon's UX research team challenged our team at Berkeley Innovation, a human-centered design consultancy at UC Berkeley, to understand their employees' responsibilities and day-in-the-life in regards to the technology they use, analyzing what is working well and where there are opportunities for an improved experience for them in serving guests.

Thus, we asked:

How might we better understand all the educators' roles and activities and what tools/technology they use?

Research

Research Goal:

Understand who uses the Activity section of the EQX+ app, what pain points they experience, and how we can improve their experience based on their needs

In this project, I led our team through research. One challenge we encountered was that we were not able to contact Equinox members for our research in the project. We tried asking the client if we could use non-Equinox gym-goers for our research, but they stated that Equinox members are vastly different from the average gym-goer. So, we looked into the surveys and interviews that the Equinox product design team conducted previously.

We also began Secondary Research with the aim of understanding who exactly our users are and what metrics they value the most in their workouts. Then, we performed Market Research to learn about how other similar apps motivate their users and which tracking features are the most effective/successful within these apps.

Secondary Research

WHO are our users?

What metrics do they value?

  • The top tracked EQX metrics are calories, heart rate, and distance traveled (miles ran/walked).
  • Users' most valued metrics depend on their favorite/preferred activities and exercises
  • 80% of Equinox members track their metrics, and they mostly use Apple devices, such as Apple watches.​​​​​​​​​​​​​​

Market Research

HOW can we motivate them?

  • Apps can encourage users with gamification, community features, and personalization settings
  • Community offerings, such as group fitness classes and personal trainers, are great external motivators.
  • Many users are discouraged because they don’t understand the significance of their workout metrics.

WHICH tracking features are the most effective?

  • Providing activity summaries based on time period
  • Tracking goals
  • Tracking impactful quantitative data to avoid information overload

Synthesis

To converge and make sense of all of the data from our research, we created an affinity map, user journey maps, and user flows. Then, we narrowed down our "How might we..." question to narrow our scope.

Affinity Mapping Insights

  • EQX members rely on metrics during self-guided & class workouts
  • Creating communities motivates users to return
  • Users are motivated in the long-run with personalized health goals

User Journey Insights

  • The app is not used much except for check-in
  • There are multiple times during the gym process where users can utilize the app
  • Some users prefer using apple watch metrics over EQX metrics

User flows

  • Visualizes how users currently use the EQX app
  • Pinpoints areas in the app where new features/pages can come into play

Key Insights:

  • Data visualizations would help users more clearly see personalized progress and trends.
  • Users want to reflect on their fitness journey with metric-tracking.
  • Celebrating wins is made possible by setting realistic goals that are reinforced & encouraged.
  • Personalization can motivate users to make fitness an important part of their daily routine.

Ideation

Once we had clear insights from our research, we began our ideation process. After narrowing down our "How Might We..." question,  we brainstormed, using methods like Crazy 8s and rapid ideation to see what features we wanted to change or implement.

We also determined that Archetypes B & C would be the most likely to use the new features in the Activity tab since they already book and monitor their group fitness and personal training sessions through the app. Thus, we decided to ideate with mostly their needs in mind; however, we also wanted to implement new features that would cater to Archetype A's needs, making the app more useful and appealing to all user groups.

Prototyping

We began to design distinctly for data visualization, motivational features, & celebratory designs.

Our biggest challenges were deciding which metrics to include, how they should be visualized, and what hierarchy they should have on the screen.

An important decision we made at this stage was to split up the data into day/week/month/views as users would be able to see both individual stats as well as how they compared over a period of time. Incorporating this feature meant that we had to consider how our data visualizations would scale, or if they should change in structure entirely.

Initial prototypes

However, an issue arose with the type of data that we could gather. Our client communicated that the app would have access to only “Equinox-specific metrics,” meaning data that came from the machines at the clubs, class sign ups, appointments and self-input information.

From this constraint, we began ideating how the Activity landing page’s layout could still celebrate member wins and reflect personal fitness journeys.

Other Iterations

Final Solutions

Day/Week/Month/Year View

The biggest change we implemented was incorporating a day/week/month/year view, each with their own calendars and data visualizations.

When opening the tab, it’d still land on the month view just as it does now, so that users are easily accustomed to the update and can see data comparisons over a larger time period. If they want to choose a specific week or day, then they can easily move to each respective tabs and select the dates to look at their history.

Data Visualizations & Graphs

We used pie charts, bar charts, and line graphs to display different types of data to appeal to Equinox’s differing member archetypes.

The pie charts show a break down of higher-level metrics for all logged activity types; the bar charts are for typical class numerical data such as calories and duration; the line graphs require self-input of weights and sets, targeting archetype A users more.

Motivational Notifications

Implementing motivational notifications helps encourage users to keep going and help them achieve their fitness goals. We thought it would be beneficial to incorporate the notification in the page for the user to see it every time they check their activity; however, if they don't want the notification on their page, they can easily X it out. ​​​​​​​

Strength Training Tracker

One addition we explored to appeal to Archetype A - or, really anyone who works out with sets and reps - based on market research of other health apps, was including a method to log weights and exercises.

This would allow members to see a history of the types of training they’ve done, as well as track any increases in weight or strength.

Reflections

As my second project with Berkeley Innovation, I was super excited, yet nervous to take on this challenging project with Equinox. Leading research in this project, I was able to utilize and develop my UX Research experience from my previous project with Lululemon. Most importantly, as my first real design project, I was able to develop my design capabilities, learning more about the ideation and prototyping processes.

One of the key lessons I learned from the Equinox project was the importance of empathy in the design process. Understanding the motivations, goals, and pain points of each type of user was critical in creating a user experience that resonated with them.

Huge thank you to the Equinox team and our client Molly Werner for their ongoing support and guidance throughout the project and beyond! I'm so grateful for the opportunity to collaborate with a team that helped me grow so much, both as a team member and a designer!

Research

Research Goal:

Understand how educators use technology, what pain points they experience, and how their usage varies across different roles and responsibilities

Preliminary Research

To begin our research, we decided that it would be important to learn about what employees want and what they value in their roles and work environment. This helped us begin to understand what questions would be useful to ask in surveys and interviews, ultimately guiding us to the next step in our research. Here are the findings from our preliminary research:

WANTS

  • Collaborative Spaces to interact with others
  • A Positive Atmosphere to foster a strong sense of community
  • Supportive Management to encourage amicable top-down relationships
  • Good Benefits, including employee programs & perks

VALUES

  • Professional Development through educational support and promotion
  • Ownership & Empowerment, with trust in employee judgment, empowering their ideas
  • Personal Support, including flexibility, support for passions, and accommodations

User Research

Research Methods

Educator Surveys

  • To learn more about sentiments towards the job generally and technology they use
  • To identify quantitative trends in educator’s experiences with technology
  • To reach a larger audience of educators so we can more accurately reflect their sentiments in our insights

Contextual Inquiry

  • Witness first-hand how educators work with guests and alongside each other
  • Understand in-store environment such as backrooms, cash-register, and store inventory
  • Conduct real-time observations of educator technology usage and frustrations

User Interviews

  • Empathize with educator motivations and frustrations of working at their job
  • Identify differences in experience across educator roles and locations
  • Understand the ‘Day in the Life’ of an educator, their interactions, and their technological usage

Synthesis

In this project, I was in charge of the synthesis process. I led my team through wrapping up interviews, narrowing down our "How might we..." question, and the process of affinity mapping & gathering insights.

Affinity Mapping

We grouped our data into four main topics:

  • Technological Painpoints
  • Technological Positives
  • Training
  • Sentiments towards Lululemon

Then, we created subcategories and identified recurring patterns!

Prioritization Matrix

From our affinity map, we generated a list of educator needs and wants. Then, we arranged needs based on:

  • Priority - how important it was for educators to complete their jobs, and
  • Feasibility - how easy it is for Lululemon to meet their needs

Finally, we identified High Priority and High Feasibility items to focus on in generating insights

Key Insights:

01
Educators face informational overload during onboarding, communication with corporate, and on the job.
This is especially with regards to the high volume of training material they have to learn in the short period of time, as well as communication via Zipline on a day-to-day.
02
Communication is key to educator satisfaction and guest experience.
Many educators cite good communication in the workplace to be one of the main pull factors as it allows them to create positive guest experiences and experience personal and career growth in the workplace through asking questions.
03
Outdated hardware prevents educators from completing their duties.
Educators consistently cite outdated hardware to be the greatest hindrance to productivity and providing the best guest experience.
04
Stores function like a self-sufficient unit, preferring to rely on their own store community instead of general resources.
When educators are faced with uncertainty, they turn to their managers or co-workers for assistance. They seem hesitant to use technological help tools such as ServiceNow and YouLu over just asking somebody physically present for help.
05
Hands-on learning and physical experiences are more impactful for training.
Educators are more likely to remember learning through in-person interactions, shadowing current educators, and engaging in hands-on activities. Information learned during virtual training seems to be lost in translation, or require in-person interaction experience to reinforce.
06
Educators need more structured transparency when communicating about their responsibilities.
From a community perspective, there can be a lack of appreciation for one another. From a functional perspective, filling in for one another is a struggle.

Deliverables

User Personas

One challenge we ran into was that when we made all the personas for each role, they all seemed quite similar due to their overlapping responsibilities. Thus, we decided to make one "main persona" that encapsulated all the similarities between each role. Then, we made "mini-personas" for each role to easily distinguish the differences between each role's painpoints, motivations, goals, etc.

User Journeys

Another issue we encountered was reflecting the accurate user journey for each role. The reason why this was so challenging was because no role has a linear journey, which is usually reflected by a line within journey maps. Thus, we had to think about how to portray their journey without making it seem linear.

Additionally, some roles complete tasks on a daily basis, while others complete tasks on a weekly basis. Thus, we reflected our journey maps accordingly, with some demonstrating the typical responsibilities in a week and others in a day.

Technology Chart

We also included a technology chart, demonstrating a comprehensive look at our insights from each technology. For each technology, we included a section for functionality & usage, painpoints & frustrations, and our recommendations to communicate how we would change them in order to improve educators' experiences.

Reflections

As my first project with UC Berkeley, this project taught me so much about the process of UX Research, helping me learn about the importance of empathy.

Through this experience, I discovered the impact of understanding and connecting with the perspectives and emotions of our users. Additionally, I learned about the importance of creating a nurturing environment where users can freely and authentically share their thoughts and feelings

On top of learning invaluable UX Research skills, I'm so grateful for my wonderful team, who became amazing friends throughout the process. I'd also like to thank our clients Michelle Sufka and Kayla Oliveira for giving us such thoughtful feedback, suggestions, and resources. Everyone involved truly made teamwork and collaboration so much fun and enjoyable, and I'll forever be thankful for this amazing experience as my first client project.

Research

Research Goal:

Gauge student understanding and needs, both academically and professionally, based on factors such as year and timing of the semester.

Advisor Interviews

We decided that it would be insightful to interview advisors because they are the ones primarily helping students, talking to them each day and understanding what they commonly struggle with. We interviewed 7 advisors from different departments, and we came up with our questions using preliminary research.

questions

  • What has helped students during different times throughout the school year?
  • What are popular times for advising?
  • What are some patterns across student demographics?
  • How do you gauge student awareness of advising resources?
  • How do you gauge student awareness of co-curricular/career building?
  • What types of career building support do students look for?

Findings

  • Students have varying needs based on year - freshmen & sophomores need general guidance; juniors & seniors focus on careers.
  • Many students are unaware of advising resources - students don’t know where to find advising resources or how to book appointments.
  • Students need career support - students need help with resumes, internships, grad school, and research opportunities.
  • There are certain times of each semester where students need more support - enrollment periods, semester start, deadlines.

Synthesis

We took all of the observations, suggestions, and notes that the advisors gave us and organized them to what we thought would best suit students. We organized them into separate categories for time of month per semester for 6 different years (freshman, sophomore, junior, senior, transfer junior, & transfer senior).

After organizing everything, we rewrote the information into messages that would be displayed on the Bear Bulletin card in CalCentral’s dashboard.

Usability Testing

After creating our first iteration of messages for each year, we did our first round of usability testing with students. Our first round of usability testing included 8 students, while the second round of usability testing included 7 students. All 15 students were of varying years and majors.

After each round of usability testing, we reevaluated all of our messages and adjusted them according to the feedback we received. It was interesting hearing how each student had their own varying opinions of each message depending on their different needs and experiences.

the first iteration

We walked each student through each message throughout the semester, displaying it how they would see it in the card on CalCentral (based on the first iteration).

For each message, we asked them these questions:

  • What do you think about the information on this card?
  • What do you think about seeing this card at [X time] of the semester?
  • Is there anything missing from the information on the card that you would like to see?
  • Is this currently useful to you, if not, when would this have been useful on your academic journey, if at any point?

*Note: we had separate sets of interview questions for each year since they all have different needs

We also asked a few other questions at the end regarding the placement of the card on the dashboard and other general questions.

The first iteration of Bear Bulletin.

organizing student feedback

After receiving all of the feedback from our student usability testing interviews, we used a software called Dovetail, which was really helpful with synthesizing all of the information. We uploaded all of the recorded interviews into the software and it provided us with the transcript. Then, we went through each transcript and tagged different feedback or other notes from each student and organized it into this affinity map:

As you can see, we received lots of feedback!

Key Insights:

01
Students like gentle reminders to make use of advising services throughout the semesters.
When shown messages about meeting with an advisor for course enrollment or planning, students appreciated the encouragement to make use of advising resources. Students liked seeing these messages throughout the semester and especially during critical times such as enrollment period.
02
Students prefer messages that are short and simple with clear Call To Actions for links and resources.
After reading various messages on the Bear Bulletin card, students indicated shorter messages were easier to catch their attention when paired with better CTAs for campus resources.
03
Students have varying levels of preparedness, which in turn affects how they deem Bear Bulletin content as relevant to their undergraduate experience.
Students had varying reactions to the relevance of Bear Bulletin cards to their student journeys. This can be due to students coming into their undergraduate experience with different levels of preparedness. Ultimately, students will interpret Bear Bulletin content differently based off of their own individual experiences and determined paths.
04
Providing centralized, easily accessible reminders about campus resources are ideal to support students in their journey, but must be presented in a timely manner in order to be relevant.
With the extremely overwhelming amount of campus resources, students feel overwhelmed and unsure of how to navigate them. Effective communication and visibility of these resources, especially during high-pressure times, are essential for ensuring students make the most of the support available. Having a centralized resource that reminds students about the various services, opportunities, and organizations would be very helpful, especially if the reminders are relevant to where they are in their student journey.
05
Students are wary of information overwhelm if message cadence is too frequent.
Although students liked seeing timely messages with campus resource information on the Bear Bulletin card, students voiced their concerns regarding messages switching out too often and repeating messages too frequently. Students expressed that the undergraduate student journey can be chaotic, and seeing too much information on the Bear Bulletin card without enough buffer time may be overwhelming.

Deliverables

the finalized card

Since the design system of CalCentral is already established, we didn’t have much authority over the design of the card.
However, we had complete autonomy over the message itself, which was the most important part.

Even though we didn't have a lot of design autonomy, we did make a content style guide for each messaging card to keep them standardized. We also decided to make the top of the card blue to make it stand out amongst the other grey cards on the dashboard.

challenges & (some) Final Messages

One challenge of creating & finalizing the messages were keeping them concise. With all of the vast information, advice from the advisors, and feedback from the students, it was difficult to condense each message into a maximum of 2 sentences.

Another challenge was deciding when to display a message and when/if it should be repeated. We had several messages that were relevant for multiple points of the semester, but we didn't want to overwhelm students and show them too much information at once. We also had to take into account that students check CalCentral at different rates based on different points in the semester.

A third challenge was prioritizing certain information over others. Once again, we wanted to avoid overwhelming the student. We also wanted to have a good balance of displaying messages about academic help versus career advisory messages. Thus, for first and second-year students, we aimed the messages more towards academics, and for third and fourth-year students, we made the messages more future-focused.

final Prototype

We decided to move the Bear Bulletin card under tasks, contrasting the first iteration. Some of our student feedback indicated that students were worried about not being able to see their tasks if Bear Bulletin was on the top. Thus, we agreed that student tasks (such as paying fees and filling out necessary forms) were more of a priority for the students and switched around the card placements.

Reflections

This project was very rewarding! I loved contributing to tackling issues that students, including myself, face. I also loved how with each user testing interview, I was able to talk to each student face-to-face and get their feedback. For each message, students expressed that the message & resources would be very helpful, and I’m excited to see it implemented on my student dashboard soon!

Preliminary Research

To begin my preliminary research, I conducted a lit review based on past SPO research done by the Zocdoc Research Team. I aimed to understand user goals/behaviors on SPO and identify what would be helpful to explore in the next round of user research to fill in our gaps of understanding.

Before starting my research, I led a UXR kickoff with stakeholders to align on research objectives, share out hypotheses, and learn about everyone's different perspectives. From there, I created my research goals:

Lit Review Key Takeaways

01
Matching spend to provider need
Many providers see provider groups as a way to match investment/spending to provider needs, spending more on newer, less-booked providers, and scaling back for established or fully booked ones.
↳ “[If] we need more patients, then I'll go back in [and increase the budget]. Or if I see that we're completely booked out far in the future, … then I might lower it down.“
02
Optimizing spend to maximize ROI
Several providers use provider groups to experiment with performance optimization, ultimately optimizing spend to maximize ROI.
↳ “My goal is to get as many bookings as possible. In a unit economic form that makes sense for my practice.”

Thus, we can see that the main goal of SPO is for providers to fill bookings.

Based on the lit review, I came up with recommendations in the group creation flow to make filters that work towards this goal of filling bookings. These ideas (& more) became incorporated into new versions of the provider group creation flow to be tested in the next round of research. These ideas include:

  • Adding a filter where practices can create a group for providers based on performance or availability, with a certain % of bookings available in a given time to make it easier to target these openings. 

  • Providing the option to make a group dynamic, adjusting itself based on the filters selected.

User Research

Research Objectives

To test these ideas & understand user preferences, we conducted user research on:

1. Overall SPO Behaviors

Attain a high-level view of what drives practices to create/modify groups to understand how they evaluate success, which filters they need, etc.

2. ✨New Provider Group Creation Flows✨

Test two concepts: a guided flow and a filtered flow. We want to see their preferences, comparisons to the current experience, and any challenges they encounter.

Central Learning Objectives:

    • To what extent do users understand how to create and manage provider groups today?
      • What drives them to create a new group or modify an existing one?
      • How do they evaluate whether a group is successful or not, and what actions do they take when a group is underperforming?
    • How are users thinking about filters and provider selection during group creation?
      • How do providers decide which filters to use when organizing or selecting provider groups, and what underlying goals or workflows drive those choices?
    • How do users respond to the two proposed workflows: Dropdown Filter Concept and Guided Flow Concept?
      • What are their preferences between the two workflows, and how do they compare to the current experience?
      • What challenges or confusion do users face while applying and managing filters?

Research Setup

Participants

We interviewed 5 Zocdoc SPO users from local practices.

  • 1 mental health practice
  • 1 primary care practice
  • 3 dental practices

They had mix of insurance mapping (provider x location, practice, state, county).

All but one user had previous experience creating/modifying provider groups.

Method

1:1 interviews, 60 minutes each

  1. First asked about their overall SPO behaviors
  2. Then walked through the 2 prototypes to create a new provider group

Concepts we tested

Dropdown Filter Concept

  • All filters concisely on the left side
  • "Included Criteria" tab so the user can easily see a summary of their selected filters for their new group
  • "Included Providers" tab so users can see which providers in their practice would be included based on their selected criteria

Guided Flow Concept

  • Guides the user through each individual filter on separate pages

  • More step-by-step and broken down

User Interviews

During the concept testing portion of user interviews, we gave users a common goal to see how they interacted with each prototype differently to accomplish the same thing.

Goal: Create a provider group for underperforming dentists in New York within your practice.

For each interview, we alternated which concept we tested first to minimize bias.

Synthesis

Affinity Mapping

While conducting interviews, I took notes in Figjam.

Then, after the interviews were complete, I reorganized the notes into an affinity map to identify recurring patterns and potential recommendations.

Findings

Generally, for the user want to use your product, they need to trust it.

In order for them to have the ability to trust it, they need to feel like they are in control over what they're doing.

In order for them to feel control, they need to have comprehension to understand how to be in control.

How can they trust the product if they're confused about what's going on?

Users TRUST the guided flow more because it gives them more comprehension with how they think and empowers them to take control to confidently create groups.

Comprehension:

01
The guided flow concept matched how users think: one decision at a time, with visible progress.
The guided flow’s Q&A format and linear structure gave users confidence to trust that they knew what they were doing. It mirrored how they would naturally approach the task without requiring them to interpret abstract filters on their own.

↳ "I like the way that it holds your hand with each step... you're more likely to do it correctly than make a mistake."
↳ "Fills everything out for you, it's dummy-proof."
02
By contrast, the dropdown filter concept felt cognitively demanding. There's too much at once, making it easier to miss things.
The dropdown filter concept’s layout caused overwhelm. Many said it looked like more work, even if it wasn’t. Tabs and dropdowns were skipped, misunderstood, or felt disconnected, displaying this lack of comprehension leading to the inability for control.

↳ "I did not [notice these features], at first, until you mentioned it... I just feel like this is more work."
03
The guided flow concept's right-hand panel reinforced understanding by clearly summarizing their selections.
The summary panel kept all their selections top of mind and clearly summarized, leaving no room for doubt. It provided reassurance and confidence, enforcing their comprehension.

↳ "It's helpful because I don't have to backtrack to see what l've already selected... It is a task-saving measure."
04
The pacing and visuals of the guided flow concept felt more human than the dropdown filters concept.
Participants noted that the guided flow made the process easier to follow. Its structure, pacing, and clarity made it feel more human, especially for more visual people.

↳ "I like that the [guided flow] was more visual. It had more icons. It was more on a checklist mode. It had different steps and... it would take you to a new [page] each time... It made my brain understand to focus on one thing at a time instead of having to do everything at the same time."

While the guided flow provides comprehension, we still need to empower users to take control.

Filters build trust by giving users control.

Control:

01
When introduced without context/description, filters feel abstract and are easy to misinterpret.
This lack of understanding leads to a lack of control because how can they control what they're doing if they don't understand what they can do?

↳ "I would not have really known what [the performance filter] meant... I think having... [info icons]... to hover over [for] a tiny explanation would be super helpful!"
02
Users liked seeing the list of doctors as a preview before confirming in the dropdown filter flow.
Although there was an overwhelming preference for the guided flow, there were some features in the dropdown filter concept that improve control that could be carried over.

↳ "Maybe list the doctors that are going to be included in this group here if possible... I always think the more information is better."
03
Users want a way to edit the filters in the middle of the flow.
The other thing users wanted from the dropdown filter concept to incorporate into the guided flow was a way to edit filters in the midst of the flow, rather than waiting until the end or constantly clicking the 'back' button.

↳ "[If] | select performance [and] | didn't want to select it in the first place... [| would have to] go back and unselect that and then go back to this."

Recommendations

Based on these findings, I came up with the following recommendations to be incorporated into the guided flow design:

Reflections

I had the most amazing experience working on the UX Research team at Zocdoc over the summer in New York. Through this experience, I learned so much about communication & storytelling, cross-functional collaboration, strategies for interview moderation, the impact of a lit review, and delivering research that has a real impact on design.

Huge thank you to the UXR team, especially my mentor, Ben Familiant, who gave me so much invaluable feedback & direction, ultimately helping me learn and grow so much as a UX Researcher. Another big thanks to Ren Zheng, a product design intern with whom I worked very closely with on this project. I am extremely grateful for this opportunity to intern at Zocdoc, and it'll definitely be a summer I never forget!

This project is still in progress! Check back soon! :)

Research

Research Goal:

Understand who uses the Activity section of the EQX+ app, what pain points they experience, and how we can improve their experience based on their needs

In this project, I led our team through research. One challenge we encountered was that we were not able to contact Equinox members for our research in the project. We tried asking the client if we could use non-Equinox gym-goers for our research, but they stated that Equinox members are vastly different from the average gym-goer. So, we looked into the surveys and interviews that the Equinox product design team conducted previously.

We also began Secondary Research with the aim of understanding who exactly our users are and what metrics they value the most in their workouts. Then, we performed Market Research to learn about how other similar apps motivate their users and which tracking features are the most effective/successful within these apps.

Secondary Research

WHO are our users?

What metrics do they value?

  • The top tracked EQX metrics are calories, heart rate, and distance traveled (miles ran/walked).
  • Users' most valued metrics depend on their favorite/preferred activities and exercises
  • 80% of Equinox members track their metrics, and they mostly use Apple devices, such as Apple watches.​​​​​​​​​​​​​​

Market Research

HOW can we motivate them?

  • Apps can encourage users with gamification, community features, and personalization settings
  • Community offerings, such as group fitness classes and personal trainers, are great external motivators.
  • Many users are discouraged because they don’t understand the significance of their workout metrics.

WHICH tracking features are the most effective?

  • Providing activity summaries based on time period
  • Tracking goals
  • Tracking impactful quantitative data to avoid information overload

Synthesis

To converge and make sense of all of the data from our research, we created an affinity map, user journey maps, and user flows. Then, we narrowed down our "How might we..." question to narrow our scope.

Affinity Mapping Insights

  • EQX members rely on metrics during self-guided & class workouts
  • Creating communities motivates users to return
  • Users are motivated in the long-run with personalized health goals

User Journey Insights

  • The app is not used much except for check-in
  • There are multiple times during the gym process where users can utilize the app
  • Some users prefer using apple watch metrics over EQX metrics

User flows

  • Visualizes how users currently use the EQX app
  • Pinpoints areas in the app where new features/pages can come into play

Key Insights:

  • Data visualizations would help users more clearly see personalized progress and trends.
  • Users want to reflect on their fitness journey with metric-tracking.
  • Celebrating wins is made possible by setting realistic goals that are reinforced & encouraged.
  • Personalization can motivate users to make fitness an important part of their daily routine.

Ideation

Once we had clear insights from our research, we began our ideation process. After narrowing down our "How Might We..." question,  we brainstormed, using methods like Crazy 8s and rapid ideation to see what features we wanted to change or implement.

We also determined that Archetypes B & C would be the most likely to use the new features in the Activity tab since they already book and monitor their group fitness and personal training sessions through the app. Thus, we decided to ideate with mostly their needs in mind; however, we also wanted to implement new features that would cater to Archetype A's needs, making the app more useful and appealing to all user groups.

Prototyping

We began to design distinctly for data visualization, motivational features, & celebratory designs.

Our biggest challenges were deciding which metrics to include, how they should be visualized, and what hierarchy they should have on the screen.

An important decision we made at this stage was to split up the data into day/week/month/views as users would be able to see both individual stats as well as how they compared over a period of time. Incorporating this feature meant that we had to consider how our data visualizations would scale, or if they should change in structure entirely.

Initial prototypes

However, an issue arose with the type of data that we could gather. Our client communicated that the app would have access to only “Equinox-specific metrics,” meaning data that came from the machines at the clubs, class sign ups, appointments and self-input information.

From this constraint, we began ideating how the Activity landing page’s layout could still celebrate member wins and reflect personal fitness journeys.

Other Iterations

Final Solutions

Day/Week/Month/Year View

The biggest change we implemented was incorporating a day/week/month/year view, each with their own calendars and data visualizations.

When opening the tab, it’d still land on the month view just as it does now, so that users are easily accustomed to the update and can see data comparisons over a larger time period. If they want to choose a specific week or day, then they can easily move to each respective tabs and select the dates to look at their history.

Data Visualizations & Graphs

We used pie charts, bar charts, and line graphs to display different types of data to appeal to Equinox’s differing member archetypes.

The pie charts show a break down of higher-level metrics for all logged activity types; the bar charts are for typical class numerical data such as calories and duration; the line graphs require self-input of weights and sets, targeting archetype A users more.

Motivational Notifications

Implementing motivational notifications helps encourage users to keep going and help them achieve their fitness goals. We thought it would be beneficial to incorporate the notification in the page for the user to see it every time they check their activity; however, if they don't want the notification on their page, they can easily X it out. ​​​​​​​

Strength Training Tracker

One addition we explored to appeal to Archetype A - or, really anyone who works out with sets and reps - based on market research of other health apps, was including a method to log weights and exercises.

This would allow members to see a history of the types of training they’ve done, as well as track any increases in weight or strength.

Reflections

As my second project with Berkeley Innovation, I was super excited, yet nervous to take on this challenging project with Equinox. Leading research in this project, I was able to utilize and develop my UX Research experience from my previous project with Lululemon. Most importantly, as my first real design project, I was able to develop my design capabilities, learning more about the ideation and prototyping processes.

One of the key lessons I learned from the Equinox project was the importance of empathy in the design process. Understanding the motivations, goals, and pain points of each type of user was critical in creating a user experience that resonated with them.

Huge thank you to the Equinox team and our client Molly Werner for their ongoing support and guidance throughout the project and beyond! I'm so grateful for the opportunity to collaborate with a team that helped me grow so much, both as a team member and a designer!

Research

Research Goal:

Understand who uses the Activity section of the EQX+ app, what pain points they experience, and how we can improve their experience based on their needs

In this project, I led our team through research. One challenge we encountered was that we were not able to contact Equinox members for our research in the project. We tried asking the client if we could use non-Equinox gym-goers for our research, but they stated that Equinox members are vastly different from the average gym-goer. So, we looked into the surveys and interviews that the Equinox product design team conducted previously.

We also began Secondary Research with the aim of understanding who exactly our users are and what metrics they value the most in their workouts. Then, we performed Market Research to learn about how other similar apps motivate their users and which tracking features are the most effective/successful within these apps.

Secondary Research

WHO are our users?

What metrics do they value?

  • The top tracked EQX metrics are calories, heart rate, and distance traveled (miles ran/walked).
  • Users' most valued metrics depend on their favorite/preferred activities and exercises
  • 80% of Equinox members track their metrics, and they mostly use Apple devices, such as Apple watches.​​​​​​​​​​​​​​

Market Research

HOW can we motivate them?

  • Apps can encourage users with gamification, community features, and personalization settings
  • Community offerings, such as group fitness classes and personal trainers, are great external motivators.
  • Many users are discouraged because they don’t understand the significance of their workout metrics.

WHICH tracking features are the most effective?

  • Providing activity summaries based on time period
  • Tracking goals
  • Tracking impactful quantitative data to avoid information overload

Synthesis

To converge and make sense of all of the data from our research, we created an affinity map, user journey maps, and user flows. Then, we narrowed down our "How might we..." question to narrow our scope.

Affinity Mapping Insights

  • EQX members rely on metrics during self-guided & class workouts
  • Creating communities motivates users to return
  • Users are motivated in the long-run with personalized health goals

User Journey Insights

  • The app is not used much except for check-in
  • There are multiple times during the gym process where users can utilize the app
  • Some users prefer using apple watch metrics over EQX metrics

User flows

  • Visualizes how users currently use the EQX app
  • Pinpoints areas in the app where new features/pages can come into play

Key Insights:

  • Data visualizations would help users more clearly see personalized progress and trends.
  • Users want to reflect on their fitness journey with metric-tracking.
  • Celebrating wins is made possible by setting realistic goals that are reinforced & encouraged.
  • Personalization can motivate users to make fitness an important part of their daily routine.

Ideation

Once we had clear insights from our research, we began our ideation process. After narrowing down our "How Might We..." question,  we brainstormed, using methods like Crazy 8s and rapid ideation to see what features we wanted to change or implement.

We also determined that Archetypes B & C would be the most likely to use the new features in the Activity tab since they already book and monitor their group fitness and personal training sessions through the app. Thus, we decided to ideate with mostly their needs in mind; however, we also wanted to implement new features that would cater to Archetype A's needs, making the app more useful and appealing to all user groups.

Prototyping

We began to design distinctly for data visualization, motivational features, & celebratory designs.

Our biggest challenges were deciding which metrics to include, how they should be visualized, and what hierarchy they should have on the screen.

An important decision we made at this stage was to split up the data into day/week/month/views as users would be able to see both individual stats as well as how they compared over a period of time. Incorporating this feature meant that we had to consider how our data visualizations would scale, or if they should change in structure entirely.

Initial prototypes

However, an issue arose with the type of data that we could gather. Our client communicated that the app would have access to only “Equinox-specific metrics,” meaning data that came from the machines at the clubs, class sign ups, appointments and self-input information.

From this constraint, we began ideating how the Activity landing page’s layout could still celebrate member wins and reflect personal fitness journeys.

Other Iterations

Final Solutions

Day/Week/Month/Year View

The biggest change we implemented was incorporating a day/week/month/year view, each with their own calendars and data visualizations.

When opening the tab, it’d still land on the month view just as it does now, so that users are easily accustomed to the update and can see data comparisons over a larger time period. If they want to choose a specific week or day, then they can easily move to each respective tabs and select the dates to look at their history.

Data Visualizations & Graphs

We used pie charts, bar charts, and line graphs to display different types of data to appeal to Equinox’s differing member archetypes.

The pie charts show a break down of higher-level metrics for all logged activity types; the bar charts are for typical class numerical data such as calories and duration; the line graphs require self-input of weights and sets, targeting archetype A users more.

Motivational Notifications

Implementing motivational notifications helps encourage users to keep going and help them achieve their fitness goals. We thought it would be beneficial to incorporate the notification in the page for the user to see it every time they check their activity; however, if they don't want the notification on their page, they can easily X it out. ​​​​​​​

Strength Training Tracker

One addition we explored to appeal to Archetype A - or, really anyone who works out with sets and reps - based on market research of other health apps, was including a method to log weights and exercises.

This would allow members to see a history of the types of training they’ve done, as well as track any increases in weight or strength.

Reflections

As my second project with Berkeley Innovation, I was super excited, yet nervous to take on this challenging project with Equinox. Leading research in this project, I was able to utilize and develop my UX Research experience from my previous project with Lululemon. Most importantly, as my first real design project, I was able to develop my design capabilities, learning more about the ideation and prototyping processes.

One of the key lessons I learned from the Equinox project was the importance of empathy in the design process. Understanding the motivations, goals, and pain points of each type of user was critical in creating a user experience that resonated with them.

Huge thank you to the Equinox team and our client Molly Werner for their ongoing support and guidance throughout the project and beyond! I'm so grateful for the opportunity to collaborate with a team that helped me grow so much, both as a team member and a designer!

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© Sarah Suen 2025