Lead UX Researcher | Discovery Research

 

About

Improving supply chain accuracy: Modernizing and consolidating fragmented transportation systems into a single, unified platform.

Problems

Across the distribution network, planners "lack of a single source of truth."

Users rely on "tribal knowledge" to navigate an inconsistent process.

Despite 75-80% of load planning work being consistent, users were forced to use multiple, unreliable systems.

Fragmentation resulted in planners spending one-third of their day on administrative tasks and error correction.

Solutions

  • Moving from manual triage to high-value optimization: shifting the focus of the work.

  • Unified Interface: Integrating scheduling and carrier data into a single dashboard, eliminating multi-tool navigation.

  • Task Automation: Digitizing manual workflows, system-generated carrier alerts, and AI-assisted route optimization.

  • Proactive Visibility: Real-time dashboards for transit audits and accurate, live reporting to replace manual Excel trackers.

 

My Role

Directing a comprehensive user research study across various distribution node types.

Consolidating fragmented systems and manual workflows into a single, simplified experience, improving accuracy and efficiency in the supply chain.

The Process: Capturing a “Day in the Life” of Load Planners

  • Stakeholder Intake: Live workshop sessions with 14 business and product teammates; recording objectives, hypotheses, and goals.

  • Contextual Observation & Interviews: Moderated in-person and remote interviews with 12 users across multiple sites.

  • Synthesis & Mapping: Used Figma to develop detailed process flows, proto-personas, and journey maps representing a 24-7 operation.

The Solution: Projected Business Outcomes

  • Cost Efficiency: Eliminating legacy systems is estimated to save $2M per year.

  • Time Savings: Automation of 1/3 of the current day allows planners to focus on high-value optimization.

  • Operational Excellence: Faster speed to shelf, reduced order delays, and trailers filled more effectively.

  • Predictability: Reducing cascading delays for customers and increasing confidence in delivery outcomes.

 

Project Reel