Overview: A series of B2B mobile apps designed for Fleet En-route employees, to monitor vehicle status, search for service stations, find navigation to destinations, report driving logs, take dispatch tasks, pick up assets and contact backend support team, etc.
Fleet Management is one kind of business in Telematics industry, which typically requires digital product applications to support their Fleet tracking, Asset tracking, Workforce management, Safty management, Delivery management, and Dispatch management.
The complete B2B digital solution includes mobile apps targeting the workers in Fleet companies to conduct daily work tasks and a desktop portal targeting backend office teams for tracking, dispatching, compliance purpose.
The functions supported by the mobile apps include vehicle status monitoring, service stations searching, path navigation, driving logs creation, dispatch tasks allocation, assets pick-up and backend team support, etc.
During 3 months, I worked closely with domain experts and the leadership team to:
My effort helped the company set up its mobile App experience strategy, extend business offerings and build a foundation for next step feature development.
Telematics to me was a brand new canvas to explore. My priority was to first understand who are the user groups and what are their use scenarios, especially in comparison to the Fleet Management web portal we were building in parallel. And because Transportation is a regulated industry, I also need to understand the safety compliance. The methods I adopted were:
This is a brand-new build so we don't have historical web statistics to review. And since this is a Sass business model, we want to minimize the learning curve for potential new users - mobile drivers. Considering most of them are not tech savvy, the experience tactic I brought to the table was we need to make sure the UI is self-explanatory and shallow to explore. I proposed a content-first UX model instead of a menu driven model, so that the actual contents are surfaced directly on the UI to avoid interaction friction.
Fleet Mobile Worker App aims for mobile drivers working in Logistics and Transportation industry. During long-distance driving, the mobile app can assist them to ensure the assets they carrying are safe and their vehicles are in good status, to locate service station and park lots, to build awareness if they keep appropriate driving behaviors.
In details, the App will include below function/experience modules:
Following through the above mentioned content-first design tactic, the app hero page serves as a content hub and nagivation to bridge to corresponding pages.
In consideration of company image, product traits and design trends, I created two visual concepts.
Virutal Concept A: moodboard + exploration
Virutal Concept B: moodboard + exploration
After discussions with the leadership team, we landed on the first concept with further twists.
IFTA Fuel Tax Reporting Mobile App was developed to allow carriers and its fleet to report the amount of motor fuel and the distance travelled in each jurisdiction. With IFTA license, the carriers can travel in all member jurisdictions and deal with one jurisdiction for the reporting and payment of motor fuel taxes.
IFTA mobile app helps the carriers in saving administration time and eliminating manual data reconciliation.
IFTA mobile app can also aggregate fuel transactions by location (state/region/province) and fuel type with a pre-built report.
The overall function in IFTA mobile app was relatively simple. My ideation process was mainly focusing on how to minimize the learning curve required from drivers when moving from paper forms to digital forms.
Eventually, I proposed to use paper logs analogy in both UI and UX design, which has form head for the trip overview, and line items for fuel consumption records.
The experience model was when drivers cross the states or adding fuel, all they need to do is to press a button and all the rest is automated.
Also, considering the vehicle drivers may not be tech savvy, I additionally designed an onboarding tip on the screen for the first-time usage so they learn to create a trip first.
Resource Tracker was developed for En-route workers who answer to dispatch requests. It enables the users to receive dispatch tasks, start/complete/reject the tasks, find navigation and view delivery time windows and contact methods.
The main design challenge was how to present dispatch tasks in chronological order when the delivery time windows usually are overlapping.
I worked with the Development team to get a thorough understanding of the backend algorithm. Essentially, the backend will optimize the dispatch arrangements for each individual based on the locations of the mobile workers in the area and their availability, and also send in new tasks if applicable and resend rejected tasks to other workers.
So my solution was to utilize a loose presented timeline concept - showing overlapped tasks in the same time section, all of which are in time sequence. Once the tasks are completed or rejected, they will be updated in the loss timeline.
The key to easy-to-use experience in this app was to make the available actions always relevant and accurate:
Another major function provided is to allow mobile workers to mark out their status: on duty, on break or off duty, so the system will know when and to whom to dispatch the arriving tasks.
Main view with tasks in different timing and the task details view: