UX Challenges in Implementing an Interactive B2B Customer Segmentation Tool

Abstract: In our effort to implement an interactive customer segmentation tool for a global manufacturing company, we identified user experience (UX) challenges with technical implications. The main challenge relates to domain users' effort, in our case sales experts, to interpret the clusters produced by an unsupervised Machine Learning (ML) algorithm, for creating a customer segmentation. An additional challenge is what sort of interactions should such a tool support to enable meaningful interpretations of the output of clustering models. In this case study, we describe what we learned from implementing an Interactive Machine Learning (IML) prototype to address such UX challenges. We leverage a multi-year real-world dataset and domain experts' feedback from a global manufacturing company to evaluate our tool. We report what we found to be effective and wish to inform designers of IML systems in the context of customer segmentation and other related unsupervised ML tools.