Tracking Board & Load Management System

Early 2023

Scope

Med. (6 mo.)

My Role

Second designer on a team of 3

Platform

Responsive desktop with mobile considerations

Tools

Sketch, Figma

Project Summary

This project was an update of our current tracking board and load management workflow that allowed for greater visibility and efficiency to the load tracking process.

Objective

To build a tracking board that provides all the necessary info on loads relevant to our reps so that they can manage delays, communicate with customers and carriers, and make load edits and adjustments as necessary throughout the load journey.

Success Metrics

An intuitive, usable load tracking board - greater ease of use and rep efficiency when using the tracking board as compared to previous methods
A net -new design for a mobile version to allow reps to track and manage loads from their mobile devices
A more visually engaging interface with better filters so reps could spend less time sorting through their many loads
Increase auto-tracked loads

Results

This new tracking board and load management system gained overwhelming positive responses from reps and had excellent buy-in from our pilot user group. Auto-tracked loads increased from an estimated 30% to about 60% within a year of launch with the goal of reaching 70% by the end of 2023. Mobile usage was net-new and adopted with eagerness across both iOS and Android devices among our reps.

Defining New Breakpoints & Screen Types

Our Design System

Up until this point, we did not have defined breakpoints or screen types defined in our design system. Part of this project was to define these and create guidelines to be used by the design team on future projects.

Responsive Considerations

Mobile Screens

A mobile experience of our tracking board was necessary so we could provide a notification system in the future and so our reps wouldn't miss important load updates if they were away from their desk. we created an intuitive filtering system as well as visual cues to show urgency and actions needed. For examples, reps could easily sort their loads by which ones were delayed or needed attention, log updates manually, and message other reps within the system.

This allowed Arrive to collect, document, and store data related to the load in once place so anyone could access it instead of having conversations in Slack and Email, updates in the notes, and other load info in multiple other places.

SM to XL Screen Sizes

Alongside the mobile workflow, we created comps for each of the different screen sizes and breakpoints we defined earlier. We included views with the map toggled on and off because some reps found it helpful, while some preferred to view more loads with the extra real estate.