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Confidential — Sam's Club Internal Project
Sam's Club · Walmart Internal Tool · Operational UX In Progress · 2025–2026

Global Fulfillment App

GIF is the internal tool Sam's Club associates use to manage every curbside order. I led UX on two features that tackled opposite problems — one operational, one human.

Role
Lead UX Designer
Team
Product, Eng, Ops,
Content, Research
Timeline
2025–2026 · 6 months
Platform
GIF · Internal Mobile App
Context

What curbside fulfillment actually looks like

Associates receive, pick, stage, and hand off orders at the curb — all on foot, all timed. Target: 5–8 minutes from member check-in to handoff. Performance is rated on time and accuracy.

Four-panel illustration: 1 Order received, 2 Pick items, 3 Staging order, 4 Dispense order — showing the full curbside fulfillment workflow

The physical workflow GIF supports end-to-end.

Scope & Challenge

Two different operations, one shared platform

GIF is shared across Walmart and Sam's Club — but the two operate very differently. My challenge: design for Sam's Club within a platform built for Walmart. Keep what works, adapt what doesn't, create what's new.

Diagram showing Walmart vs Sam's Club operational differences with Keep / Adapt / Create framework for the shared platform migration

Different operations. Same platform. One thoughtful migration.

Discovery

We went to the floor before touching a screen

Store visits, associate interviews, workflow audits, journey mapping, and stakeholder workshops — run in parallel across both banners to find gaps the existing system couldn't see.

Discovery wheel showing five research methods: Store visits, Associate Interviews, Workflow Audits, Journey Mapping, Stakeholder Workshops, Customer Research

Five research methods, one goal: make the right design decisions for how work actually happens.

Member Research

100+ members surveyed — before designing a single screen

We ran a mixed-methods study with 100+ Sam's Club members: 19 quantitative survey questions, open-ended qualitative responses, and diverse representation across regions, age groups, and membership tenures. Four objectives drove the research: understand the curbside experience from the member's side, learn how they perceive associate interactions, find moments where a brief acknowledgment creates delight, and identify opportunities while they wait.

Research objectives, member journey, and key insights from 100+ member survey
Journey Mapping

Two perspectives, one broken experience

We mapped the full curbside journey across both the member and associate — from order placement to order dispensed. The gaps between what each party experienced revealed the design opportunities.

Member Journey
Places order
Selects pickup time · adds to cart · places order online or in app
Sets pickup time
Selects a time that works · receives order confirmation
Receives notification
Gets "order is ready" text or notification · heads to store
Checks in
Drives to store · parks in curbside spot · checks in via app · waits
Order dispensed
Associate arrives · verifies identity · loads order into vehicle
Pain
Items shown as available but out of stock · forced to choose unavailable time slots
Pain
Uncertain if order will be ready at chosen time · no real-time visibility
Pain
Uncertain about order status · unclear what "order is ready" actually means for pickup
Pain
Unsure how to check in · told wait is 5–10 min but no status updates while waiting
Pain
Items missing or wrong · no acknowledgment of errors · no recovery moment
Associate Journey
Order assigned
Views order in Quick Pick · grabs cart · reviews items to collect
Picks items
Walks floor to pick · marks ni-pick items · returns to CPU area
Stages order
Tags items · places in totes · stages in refrigerator if needed
Gets check-in alert
Receives member check-in notification · collects all items · heads to parking
Dispenses order
Pushes cart · verifies member ID · loads vehicle · completes in app
Pain
Can get pulled away during pickwalk · can't tell members about item delays
Pain
Confusion over which items are unavailable · difficulty knowing what to pick
Pain
Multiple associates may grab the same order · no digital trace of who is staging what
Pain
No info about member — loyalty status, past issues, or milestones unknown
Pain
Locked linear flow — can't pause dispense · no way to hand off mid-process
What the journey map revealed

Two separate but connected gaps: associates had zero member context at handoff (human), and couldn't prep efficiently (operational). These gaps became the two features — Milestones and Prep Order.

01 Feature One

Milestones — making the 60-second handoff feel human

Associate at curbside with member milestones modal on screen
The Problem

GIF is member-agnostic. Associates had no context.

Associates at the curb knew nothing about the person in the car. First visit or fifth anniversary — they looked the same. A 60-second handoff is a missed opportunity to build the relationship that drives renewal.

Business Goal

Give associates lightweight context to acknowledge loyalty and celebrate milestones — without disrupting operational speed.

Design Explorations

Three concepts, one timing question

The core design challenge wasn't what to show — it was when. We explored three timing models, each with a different trade-off between operational focus and personalization opportunity.

Explored
Concept A — On demand discovery

After collecting containers, a milestone badge appears. Associates can tap to review before greeting the member — or skip it. Still surfaces automatically after identity verification.

Gives associates flexibility based on workload. They're never blocked.

Explored · Not chosen
Explored
Concept B — Early awareness

Show the milestone badge on the Dispense Queue — associates are aware before they even start the order.

Earlier visibility lets them prepare. Also opens the door for collecting a physical gift before walking out.

Explored · Not chosen
Chosen
Concept C — Contextual prompt

Milestone surfaces only after identity verification — right before the conversation starts.

Ops stays focused until the task is done. Personalization appears at the exact moment it's actionable.

Chosen ✓
The Solution

Six milestone types, one natural conversation

Six milestone types, each with a clear trigger and a short script cue. The conversation is always the associate's choice — they're not robots. Style is theirs. Accuracy is the requirement.

Six milestone types: 1st Curbside Order, 2nd Curbside Order, New Member, Membership Anniversary, Plus Upgrade, Manual/Renewed — each showing the milestone badge card and the Member milestones modal with script cues

Six milestone types consolidated from research — each surfacing the right context at the right moment, with a script cue but never a script requirement.

Designed for V2 — Not in MVP

The recovery moment didn't make MVP. If a member's last order was late or wrong, the app would surface it and give the associate a script to acknowledge it. Framework is built — planned for v2.

Future Concept — Not in MVP Concept D · Delight

Associate sends a café gift

For special milestones like birthdays, the GIF app surfaces a prompt — the associate can send a complimentary café voucher with one tap. No physical gift bag, no process overhead. A genuine gesture in under 5 seconds.

Gives associates real power to create a memorable moment

Member spins to win on their phone

The member's Sam's Club app lights up with a spin-to-win café reward — a hotdog, slice, or drink. Confetti, celebration, a reason to walk inside. A routine curbside pickup becomes a reason to engage with the app in-club.

Win-win: associates delight members, members increase in-club digital adoption
Associate view — It's Laura's birthday today! Send Café Voucher
Associate view — birthday milestone prompt in GIF app
Member view — spin-to-win café reward on Sam's Club app
02 Feature Two

Prep Order — closing the gap between how work happens and what the system knew

Context

Prep Order was step 3 of 4 — the only step the system didn't support

Sam's Club curbside had a 4-step workflow. Three of those steps had system support. One — the most operationally critical — didn't exist in the app at all.

Associate pushing cart through warehouse aisles during pick walk
Step 01
Pick walk
Associate starts the pick walk based on the order's time slot
Associate staging items on shelving area
Step 02
Staging
Order staged by size and category
Associate retrieving chilled items from refrigerated section
Step 03
Prep order
Already happening informally — but not system supported
Missing from app
Associate loading items into member's car at curbside
Step 04
Dispensing
Items handed to member at curbside
The Current System

The app assumed one associate — collect and dispense, all at once

The system assumed the same associate who collected the order would also dispense it — in one locked flow. But associates are measured by dispensing speed. Prepping an order early should improve that metric. The system never made room for it.
The current system — 6-screen locked flow assuming single associate collects and dispenses in one session
In Reality

Associates had already built their own 3-step process — without any system support

1.
Prep the order
2.
Look for order details
3.
Collect items
Work in order of queue — start prepping when the member is ~7 minutes out.
Search for items by location, tap to expand and see details. Associates always start with Ambient items first.
Collect items and place on cart. Cart goes to the mutually agreed staging area — ready before the member arrives.
Dispense queue showing orders with Ready to dispense buttons Collect containers screen showing container list with tap to expand interaction Collect containers screen with expanded item list showing Snickers and other products
The Problem

Without system support, roles blurred — and orders got chaotic

Because the system had no prep step, there was no claim, no visibility, and no handoff mechanism. Associates improvised daily. What worked individually broke down at team scale.

Two associates both preparing the same order simultaneously — same order, prepared twice, extra time and effort
Associates shift tasks based on volume, staffing, and who's available in the moment
2–3 people regularly working on the same order simultaneously
Systems that assume a single owner per order increase confusion at every handoff
Prep ownership frequently changes hands mid-flow — with no digital record
The Solution

Prep Order as its own state — claim early, dispense when ready

The key insight: prep and dispense don't have to happen in the same session. We gave associates the ability to claim and prep an order ahead of member arrival — then park it. When the member checks in, anyone on the team can pick up exactly where the prep left off.

Claim & park
Prep ahead, park until ready

Associate preps the order before the member arrives and parks it. No need to dispense immediately — the system holds the claim.

Live status
Member arrives mid-prep? No problem

If the member checks in while prep is in progress, the associate sees a live timestamp and status update — and can jump straight to Dispense.

Team visibility
Badge shows who's already on it

A badge on the dispense queue tells the whole team if another associate has already claimed the prep — no duplicate grabs.

7-screen prep order flow: dispense queue with prep badge → scan containers → items scanned → prep complete → member arrives → select pickup person → order dispensed

Left to right: Queue with "prepping" badge → Scan containers → Confirm items → Prep complete / park → Member arrives with live status → Select pickup person → Order dispensed.

Redesigned Flow

Four steps that match how associates actually work

1
Member arriving — prep window opens
"Prep Order" button appears. Associates can act early without committing to dispense.
New state
2
Tap Prep Order — claim the order
System records the claim instantly. Other associates see the order is taken.
Eliminates duplicate work
3
Scan containers — accuracy built in
Associates scan each container as they collect. Items confirm green. Screen scoped to essential only — no cognitive overload on a busy floor.
Replaces memory with scanning
4
Member arrives — fast, clean handoff
Cart is prepped. Tap Dispense, verify pickup, done. If associate got pulled away, any teammate can complete — prep is already recorded.
Enables team handoff
Accuracy — scan-to-confirm replaces memory
0
Duplicate order grabs eliminated
Team handoff now supported
Outcomes

In progress · results post-launch

Both features are in active development. Prototype testing confirmed natural adoption — the milestone prompt felt like a helpful nudge, not an interruption.

↑ NPS
Member satisfaction goal · loyalty through recognition
6
Milestone types launched · recovery moment planned for v2
Associate choice preserved — no mandatory scripts
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