From 9fe759f856e30f57959a8fe48cfd48fa3c1427ba Mon Sep 17 00:00:00 2001 From: Claude Date: Thu, 6 Nov 2025 10:24:48 +0000 Subject: [PATCH] Add comprehensive JTBD analysis for post-onboarding inventory setup MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Conducted a thorough Jobs To Be Done analysis for the bakery inventory setup experience after registration and onboarding. The analysis includes: - Primary functional job and success criteria - Emotional and social jobs (confidence, control, competence) - 4-phase sub-job breakdown (Understanding β†’ Dependencies β†’ Operations β†’ Verification) - Forces of progress analysis (push, pull, anxiety, habit) - 6 major barrier categories with code evidence - 10 prioritized unmet needs - Recommended solution approach: Guided Bakery Setup Journey - Success metrics (leading and lagging indicators) Key findings: - Users face discovery, cognitive load, and navigation barriers - No post-onboarding guidance (wizard ends, users are on their own) - Dependency management not enforced (can create recipes without ingredients) - Inconsistent modal patterns across different entity types - No progress tracking or completion indicators Target user: Bakery owner/employee with limited time and basic computer skills Recommended approach: Transform scattered modal-based entry into a continuous guided journey that continues from the onboarding wizard. --- docs/jtbd-analysis-inventory-setup.md | 461 ++++++++++++++++++++++++++ 1 file changed, 461 insertions(+) create mode 100644 docs/jtbd-analysis-inventory-setup.md diff --git a/docs/jtbd-analysis-inventory-setup.md b/docs/jtbd-analysis-inventory-setup.md new file mode 100644 index 00000000..2b837a92 --- /dev/null +++ b/docs/jtbd-analysis-inventory-setup.md @@ -0,0 +1,461 @@ +# JTBD Analysis: Bakery Inventory Setup After Onboarding + +**Date**: 2025-11-06 +**Context**: Post-onboarding manual data entry for "Mi PanaderΓ­a" section +**Target User**: Bakery owner or employee with limited time and basic computer skills + +--- + +## 🎯 PRIMARY FUNCTIONAL JOB + +### Main Job Statement +**"When I've just registered my bakery system, I want to set up all my foundational data correctly and efficiently, so that the system can start helping me manage my operations and provide value immediately."** + +### Job Story Format +- **When**: I complete the initial registration and onboarding wizard +- **I want to**: Add all my bakery's operational data (inventory, suppliers, recipes, quality standards) +- **So I can**: Start using the system to manage daily operations, track inventory, and get AI-powered insights +- **Without**: Getting overwhelmed, making errors, or spending hours figuring out what to do next + +### Success Criteria (from user's perspective) +- βœ… I know exactly what data I need to add and in what order +- βœ… I understand why each piece of data matters to my bakery +- βœ… I can complete the setup in one or two focused sessions +- βœ… The system validates my data and prevents mistakes +- βœ… I can see my progress and come back later if needed +- βœ… The system works correctly once I'm done (no missing critical data) + +--- + +## πŸ’­ RELATED EMOTIONAL & SOCIAL JOBS + +### Emotional Jobs (How the user wants to feel) + +1. **"I want to feel confident"** + - That I'm doing this right the first time + - That I won't break anything or lose data + - That the system will guide me if I make a mistake + +2. **"I want to feel in control"** + - Of my time (can save and come back later) + - Of the process (can skip optional items) + - Of my data (can edit or undo if needed) + +3. **"I want to feel competent"** + - Not stupid or confused by technical jargon + - Capable of managing my own business systems + - Proud when I complete the setup + +4. **"I want to feel efficient"** + - Not wasting time figuring out what comes next + - Making progress, not going in circles + - Getting value from the system quickly + +### Social Jobs (How the user wants to be perceived) + +1. **"I want to be seen as a modern bakery owner"** + - Who adopts technology to improve operations + - Who keeps accurate records and data + +2. **"I want my employees to see me as organized"** + - With clear standards and processes + - Who provides them with good tools + +3. **"I don't want to appear incompetent"** + - To my staff if they see me struggling + - To myself (internal self-image) + +--- + +## πŸ”„ SUB-JOBS & TASK BREAKDOWN + +### Phase 1: Understanding What's Needed +**Job**: *"Help me understand what I need to set up and why"* + +#### Sub-jobs: +1. **Learn what the system needs from me** + - What categories of data exist (inventory, suppliers, recipes, etc.) + - Why each category matters to my operations + - What's required vs. optional + +2. **Assess what information I have available** + - Do I have supplier contact information handy? + - Do I have my recipe measurements documented? + - Do I know my current inventory counts? + +3. **Plan my data entry approach** + - Should I do everything now or come back later? + - What order makes sense? + - Who else might need to help (e.g., chef for recipes)? + +### Phase 2: Setting Up Core Dependencies +**Job**: *"Set up foundational data that other things depend on"* + +#### Sub-jobs: +1. **Add my suppliers** (dependency for inventory) + - Who do I buy from? + - How do I contact them? + - What payment terms do we have? + +2. **Add inventory items/ingredients** (dependency for recipes) + - What raw materials do I use? + - How do I measure them (kg, units, etc.)? + - What do they cost? + - When should I reorder? + +3. **Configure quality standards** (dependency for production monitoring) + - What quality checks do I perform? + - At what stages of production? + - What are acceptable ranges? + +### Phase 3: Setting Up Operational Data +**Job**: *"Add the data that represents how I actually work"* + +#### Sub-jobs: +1. **Create my recipes** + - What do I bake? + - What ingredients go into each product? + - How much of each ingredient? + - What's the process? + +2. **Set up equipment/machinery** + - What equipment do I have? + - When does it need maintenance? + +3. **Add my team members** + - Who works here? + - What are their roles? + - How do I contact them? + +### Phase 4: Verifying & Starting Operations +**Job**: *"Make sure everything is correct before I rely on this system"* + +#### Sub-jobs: +1. **Review what I've entered** + - Are all recipes complete? + - Did I miss any key suppliers? + - Are inventory levels accurate? + +2. **Test the system with real work** + - Can I create a production order? + - Can I record a sale? + - Does the inventory update correctly? + +3. **Get confirmation I'm ready to go** + - Is there anything critical missing? + - What features are now available to me? + +--- + +## βš–οΈ FORCES OF PROGRESS + +### Push Forces (Pushing user away from current state - not using the system) + +1. **Manual tracking is unreliable** + - Paper notes get lost + - Excel sheets become outdated + - Memory fails ("Did I order flour last week?") + +2. **Waste and inefficiency** + - Overordering leads to spoilage + - Underordering leads to stockouts + - No visibility into costs + +3. **Growth constraints** + - Can't scale without systems + - Hiring requires documentation + - Investors/partners expect professionalism + +4. **Competitive pressure** + - Other bakeries are modernizing + - Customers expect consistency + +### Pull Forces (Pulling user toward the new system) + +1. **Automation promises** + - AI-powered demand forecasting + - Automatic reorder suggestions + - Real-time inventory tracking + +2. **Time savings** + - Less time counting inventory + - Less time making production decisions + - More time baking and serving customers + +3. **Better decision making** + - Data-driven insights + - Cost analysis per recipe + - Supplier performance tracking + +4. **Peace of mind** + - Always know what's in stock + - Never run out of key ingredients + - Quality standards documented + +### Anxiety Forces (Holding user back - against new system) + +1. **Fear of complexity** + - *"This looks complicated"* + - *"I'm not good with computers"* + - *"What if I enter something wrong?"* + +2. **Time pressure** + - *"I don't have hours to sit and enter data"* + - *"I need to be in the kitchen, not at a computer"* + - *"What if I start and don't finish? Will it work partially?"* + +3. **Uncertainty about requirements** + - *"Do I need ALL my recipes in here?"* + - *"What if I don't know the exact cost of an ingredient?"* + - *"Can I skip things and add them later?"* + +4. **Fear of mistakes** + - *"What if I delete something important?"* + - *"What if incorrect data messes up my inventory?"* + - *"I don't want to start over if I get it wrong"* + +5. **Investment fear** + - *"Will I actually use all these features?"* + - *"Is this worth the time to set up?"* + - *"What if the system doesn't work for my bakery?"* + +### Habit Forces (Keeping user in old ways) + +1. **Existing workflows are familiar** + - "I've always managed inventory by walking around and looking" + - "I know my recipes by heart, don't need them written down" + - "I just call my supplier when I need something" + +2. **Low-tech comfort** + - "Paper checklists have always worked" + - "My notebook system is simpler" + - "I prefer talking to people, not typing into a computer" + +3. **Team habits** + - "My staff is used to the old way" + - "Training everyone on new software is a hassle" + +--- + +## 🚧 BARRIERS & PAIN POINTS (Current System) + +### Discovery Barriers +**Problem**: *Users don't know what exists or where to start* + +- ❌ No post-onboarding guidance (wizard ends, user is on their own) +- ❌ No "Getting Started" checklist or dashboard +- ❌ No indication of what's required vs. optional +- ❌ No explanation of dependencies ("need ingredients before recipes") + +**Evidence from code**: +- Onboarding wizard ends at CompletionStep (line 51, OnboardingWizard.tsx) +- No handoff to guided data entry +- User lands on dashboard with empty state and must explore sidebar + +### Cognitive Load Barriers +**Problem**: *Too much to remember and figure out simultaneously* + +- ❌ Must remember to add ingredients before recipes (dependency not enforced or explained) +- ❌ Must learn different modal patterns for different entities +- ❌ Must understand bakery terminology + system terminology +- ❌ No contextual help or tooltips in forms + +**Evidence from code**: +- CreateRecipeModal allows selecting ingredients (line 218) but doesn't prompt to add ingredients first if none exist +- Inconsistent field patterns across modals +- Only placeholder text for guidance + +### Navigation Barriers +**Problem**: *Users get lost in the sidebar menu structure* + +- ❌ 10 menu items under "Mi PanaderΓ­a" - overwhelming +- ❌ No indication of completion status (which sections are empty/done) +- ❌ No suggested order (user must guess) +- ❌ Must repeatedly open sidebar, navigate to section, click add button + +**Evidence from code**: +``` +Mi PanaderΓ­a (10 subsections): +β”œβ”€β”€ Ajustes, Proveedores, Inventario, Recetas, Pedidos, +└── Maquinaria, Quality Templates, Team, AI Models, Sustainability +``` +All presented equally, no priority or grouping by setup phase + +### Validation & Error Barriers +**Problem**: *Users make mistakes but only discover them later* + +- ❌ No pre-validation (only after submit) +- ❌ No cross-field validation (e.g., reorder_point should be > low_stock_threshold) +- ❌ No prevention of incomplete data (can save recipe with no ingredients in some flows) + +**Evidence from code**: +- AddModal validation only on submit (handleSave, line 159-171) +- No real-time field validation shown +- Errors cleared on change but no proactive checking + +### Data Entry Efficiency Barriers +**Problem**: *Repetitive, tedious work with no shortcuts* + +- ❌ No bulk import option for multiple ingredients +- ❌ No templates for common items ("French bread" recipe template) +- ❌ No copy/duplicate for similar recipes +- ❌ Must re-enter supplier info if same supplier provides multiple ingredients + +### Progress & Motivation Barriers +**Problem**: *Users can't see progress and lose motivation* + +- ❌ No completion indicator ("3 of 5 critical sections complete") +- ❌ No celebration of milestones +- ❌ No "minimum viable setup" guidance ("Here's the bare minimum to get started") +- ❌ Can't easily resume if interrupted + +### Technical Barriers +**Problem**: *System assumes too much technical proficiency* + +- ❌ Form fields use technical language (SKU, barcode, "reorder point") +- ❌ No plain-language explanations +- ❌ Dropdown options assume knowledge (e.g., MeasurementUnit enum) +- ❌ No examples or common values suggested + +--- + +## 🎯 UNMET NEEDS & OPPORTUNITIES + +### High Priority Unmet Needs + +1. **"Show me the path forward"** + - Need: Clear, step-by-step guidance on what to set up first + - Opportunity: Post-onboarding wizard that continues into data entry + - Success metric: 90% of users complete critical data setup + +2. **"Tell me if I'm doing it right"** + - Need: Real-time validation and helpful error messages + - Opportunity: Progressive validation with contextual tips + - Success metric: 50% reduction in data entry errors + +3. **"Don't make me think"** + - Need: Smart defaults, suggested values, autofill where possible + - Opportunity: Templates, common recipes, supplier databases + - Success metric: 40% faster data entry + +4. **"Let me do this in chunks"** + - Need: Save progress, resume later, skip optional sections + - Opportunity: Progress tracking with clear save states + - Success metric: 80% completion rate even with interruptions + +5. **"Help me understand dependencies"** + - Need: Know what I need before I can do something else + - Opportunity: Guided flows that handle dependencies automatically + - Success metric: Zero "missing dependency" errors + +### Medium Priority Unmet Needs + +6. **"Make it feel less overwhelming"** + - Need: Break down big tasks into small wins + - Opportunity: Progressive disclosure, celebrate small completions + - Success metric: User sentiment scores improve + +7. **"Speak my language"** + - Need: Plain language, bakery terminology, not software jargon + - Opportunity: Context-aware help, glossary, examples + - Success metric: Support tickets for "how do I" decrease + +8. **"Show me what's possible"** + - Need: Understand what value I'll get from each section + - Opportunity: Preview of features unlocked by completing setup + - Success metric: Increased feature adoption post-setup + +### Lower Priority (Nice to Have) + +9. **"Let me work my way"** + - Need: Flexibility in approach (top-down vs. bottom-up) + - Opportunity: Multiple entry paths while maintaining guidance + - Success metric: User control satisfaction + +10. **"Import my existing data"** + - Need: Bulk import from spreadsheets or previous systems + - Opportunity: CSV/Excel import with mapping wizard + - Success metric: Time to value reduced by 60% + +--- + +## βœ… JTBD VALIDATION CHECKLIST + +### Are the jobs goal-oriented (not solution-oriented)? +βœ… **Yes** +- Main job: "set up all my foundational data correctly and efficiently" +- Not: "use a wizard" or "click through modals" +- Focused on desired outcome, not implementation + +### Are sub-jobs specific steps toward the main job? +βœ… **Yes** +- Phase 1: Understanding β†’ Phase 2: Dependencies β†’ Phase 3: Operations β†’ Phase 4: Verification +- Each sub-job is a necessary step in the progression +- Clear hierarchy and flow + +### Are emotional/social jobs captured? +βœ… **Yes** +- Emotional: confidence, control, competence, efficiency +- Social: modern bakery owner, organized, not appearing incompetent +- These drive behavior as much as functional needs + +### Are user struggles and unmet needs listed? +βœ… **Yes** +- Barriers section: 6 major categories with specific pain points +- Unmet needs: 10 prioritized opportunities +- Evidence-based (code analysis supports each claim) + +--- + +## 🎬 RECOMMENDED SOLUTION APPROACH + +Based on this JTBD analysis, here's a high-level recommendation (not detailed implementation): + +### Core Concept: "Guided Bakery Setup Journey" +Transform the post-onboarding experience from **scattered modals** to a **continuous, guided journey** that: + +1. **Starts immediately after onboarding** (Step 5 of wizard) +2. **Groups related tasks** (Dependencies β†’ Operations β†’ Quality) +3. **Shows clear progress** (visual indicator, percentage, milestones) +4. **Allows flexibility** (save/resume, skip optional, reorder) +5. **Provides context** (why this matters, what's next, examples) +6. **Validates progressively** (before moving on, not after errors) +7. **Celebrates completion** (milestones, "you're ready to bake!") + +### Phased Implementation +- **Phase 1**: Add progress tracking and "Setup Checklist" dashboard +- **Phase 2**: Convert critical paths (Suppliers β†’ Inventory β†’ Recipes) to guided wizards +- **Phase 3**: Add templates, smart defaults, bulk import +- **Phase 4**: Polish with animations, contextual help, advanced features + +--- + +## πŸ“Š SUCCESS METRICS + +### Leading Indicators (During Setup) +- **Setup completion rate**: % of users who finish critical data entry +- **Time to first value**: Days from registration to first production order created +- **Data quality score**: % of records with complete, valid data +- **Drop-off points**: Where users abandon the setup process + +### Lagging Indicators (Post-Setup) +- **Feature adoption**: % of users actively using inventory, recipes, forecasting +- **System reliance**: Frequency of use (daily, weekly, monthly) +- **User satisfaction**: NPS, support tickets, sentiment analysis +- **Business outcomes**: Waste reduction, time saved, cost visibility + +--- + +## πŸ”„ NEXT STEPS + +1. **Validate with users**: Interview 5-8 bakery owners to confirm jobs, forces, and barriers +2. **Prioritize sub-jobs**: Which jobs are most critical? Which provide quick wins? +3. **Design prototype**: Sketch out the guided journey (low-fidelity wireframes) +4. **Test with users**: Usability testing to refine approach +5. **Implement incrementally**: Start with highest-value, lowest-effort improvements + +--- + +**Document Owner**: Product & UX Team +**Review Date**: To be scheduled after user validation +**Status**: Draft for review