Case Study · Measurement Strategy

Giving Optum Store a single KPI framework for every stakeholder.

Entering the generic drug eCommerce market with no prior baseline, Optum Store needed to measure user behavior against company objectives from day one. I designed a KPI framework and dashboard suite serving Product CXOs, Managers, Category Owners, and Marketing alike.

Role Led the measurement strategy — KPI framework design, dashboard mapping, and stakeholder rollout

2018-2020 4 stakeholder groups served 1st-year baseline metrics set Weekly/monthly dashboards Orders · Visitors · eCommerce KPIs

A new store, with no way to measure if it worked

Optum Store entered the generic drug eCommerce market to simplify health purchases — but launching against established competitors meant proving the new journey worked from day one.

COMPETITION

Entering a crowded market

Optum Store competed directly with new-age startups and existing eCommerce giants in generic drug sales.

No prior baseline = no way to tell if the new journey worked
OBJECTIVE

Simplify health purchases, direct to user

The core objective was frictionless, intermediary-free purchasing using HSA and insurance coverage at checkout.

Direct-to-user model = no existing benchmark to copy
VISIBILITY

No measurement strategy existed

Understanding user behavior against company objectives required a KPI framework that didn't yet exist.

No KPI framework = launching with no way to measure success

One framework, four very different audiences

A single dataset had to be reshaped into different views for four stakeholder groups, cover the full user lifecycle, and refresh on a recurring schedule.

AUDIENCE

Four stakeholder groups to serve

CXOs, Managers, Category Owners, and Marketing each needed metrics tied to their own objectives from one data source.

4 stakeholder groups = one dataset had to serve every view
SCOPE

Full lifecycle, not a single funnel step

KPIs had to span the entire user journey lifetime, from acquisition through purchase and beyond.

Full user lifecycle = no single funnel metric was enough
CADENCE

Recurring reporting needed

Metrics needed to be delivered on a weekly/monthly cadence, not as one-off reports.

Recurring reporting = framework had to run continuously, not once

A KPI framework, mapped to dashboards, mapped to objectives

Orders, visitors, and eCommerce funnel metrics were orchestrated into a single framework and surfaced through stakeholder-specific dashboards.

1
KPI framework user journey → lifetime KPIs

Orchestrated a KPI framework to measure the user journey through its lifetime, tied to Optum Store's product objectives.KPI framework

2
Objective-linked measurement

Used the framework to directly measure product objectives, not just generic traffic metrics.Objectives mapping

3
Multi-stakeholder dashboards

Created dashboards serving CXOs, Managers, Category Owners, and Marketing with metrics on a weekly/monthly cadence.Dashboards · reporting

4
Core KPI instrumentation

Tracked orders, daily/monthly visitors, and eCommerce metrics including product views and cart conversion ratio.eCommerce analytics

A measurable launch with a working feedback loop

Y1
Baseline metrics set
First year of go-live
4
Stakeholder groups served
CXO, Manager, Category, Marketing
2
Funnel issues caught
Order & cart conversion
Weekly
Reporting cadence
Plus monthly rollups

From a blind launch to a continuous measurement loop

⚡

A live feedback loop from data to journey fixes

The framework caught a gateway-related order conversion issue and enabled quick reviews of order and cart conversion to drive ongoing improvements to the user's purchase journey.

⊕

Gateway issue resolved

An order conversion problem caused by payment gateway issues was identified and fixed using the new metrics.

↻

Reusable cross-stakeholder dashboard model

The same KPI-to-dashboard mapping pattern extends to future product lines within Optum's portfolio.

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