Caterpillar/Bradley
UX Challenge
Desktop computer with dashboard design.

Role in project: Team Lead

ON Behalf of : Bradley Universtiy

This was a collaborative design challenge presented by Caterpillar. In a team of three, we tackled the challenge statement by creating a high-fidelity Figma prototype. Our challenge was to create an efficient design system to help assets get through the repair process and back to the customer.

Problem Statement

Create an efficient and organized system for Caterpillar Dealerships to get broken assets through repair process back to customers. The application design had to include:

My team took these stakeholder goals and ideated a dashboard that provided an overview of the broken asset process.  We drew inspiration from project management software available such as Clickup, Monday and Asana.  Our main concerns and challenges were to provide al ease of access to important information without causing cognitive overload.

Research

User Flows

Based on our problem statement brief we knew that multiple actors would be involved in the scenario. We created two journey maps from the customer's and the dealership's perspective to see what pain points each experienced. The system design needs to create efficient communication between the two parties. Therefore it was essential to understand the relationship between the dealership and the customer.  

Initial Concepts

Depicted on the right are initial concept sketches depicting a rough layout of our new interface. The amount of information that was attached to each work order was overwhelming to look at all at once. For this reason, I suggested a dashboard with a drawer feature. The most essential information about each work order can be viewed on the main dashboard while more detailed information is stored in the drawer.

We identified the following items as the primary actions a user needs to complete:

  • Look at the status of the asset and change status of asset
  • Log information from customers, and communicate information internally  
  • Add new work order, and visually prioritize the work order
  • Communicate status of asset efficiently to client and internally to multiple team members
  • Navigate between work orders

A/B User Testing

My team however debated on the best directionality of the drawer to open. We brought this problem to users to get their opinions! We created a quick low-fidelity prototype to establish which layout would be preferred. Utilizing usertesting.com our team did an A/B testing to see what was more user-friendly. A horizontal opening drawer was much preferred and this was integrated into our design.

Horizontal drawer opener
Vertical Drawer Opener

Design

Each row in the interface represents a Work Order.  It was important for the users to be able to complete primary goals before expanding the Work Order. My team also found based on User research that the main actors within the program need able to prioritize between work orders. For this reason, users can change the priority, favorite and move a Work Order to the top.  

The notification list allows users to tag other employees easily. This follows similar design patterns to Google Drive. This allows the user to visually see all coworkers currently added to the notification.

The workspace includes many features needed by the user on a daily basis. Our next step was to go through moderated testing and listening to the users.

Test

Next, my team took the high-fidelity prototype and brought it to Caterpillar employees. We administered the following task list to testers. You can follow this task list as well testing out our high-fidelity prototype below.

This prototype is designed for a desktop format. You can still access my High-Fidelity prototype on mobile, but I highly suggest looking at it on a desktop instead. Thank you.
Check it out