AI Envisioning at Zonar
Case Study


Chris Hannon, Amanda Parkhurst; cross-functional participants across Product, Engineering, Sales, and Customer Experience
The work started with a reframe: instead of asking "what can AI do?" we asked "where does AI solve a real problem for our customers?" That distinction shaped everything that followed. We organized the effort around four core questions:
Starting with the problem, not the technology, kept the work from drifting into areas that weren't relevant to our needs.
Before touching any solutions, we went deep on customer problems. Using customer care tickets, sales inputs, and backlog items, the team developed personas to anchor our thinking. My focus was the Safety Manager persona: a fleet operations professional whose day revolves around driver behavior, incident response, and daily triage.

A Venn diagram from the define phase, mapping Zonar's customer jobs and data types against what AI could provide and how. The overlap is where driver risk scoring, predictive maintenance, and fuel efficiency analytics started to take shape. The right circle frames the UX approach: immersive, assistive, or embedded, depending on role.
One key output was a Journey map built around AI contextual awareness. The idea was that the system would understand where Sarah was in her workflow and surface relevant recommendations based on her history and current state.
We also put together AI design principles early on, to make sure concepts stayed grounded in what actually builds user trust rather than just showcasing what the technology could do.
Chris and Amanda led cross-functional brainstorm sessions that pulled in product, engineering, sales, CX, and design. We used AI to analyze and cluster the outputs, mapping them against business and customer value. That let us move quickly from a wide field of ideas to a focused problem space.
One of the more useful things we built during this phase was a Story Map that captured our original objectives, key assumptions, and the unknowns we still needed to validate. When you can generate concepts this fast, it's easy to lose the thread of what you're actually solving for. The Story Map kept us honest.
Once we aligned on the target problem space, speeding and driver behavior, we mapped user flows to identify where AI could add the most to the customer experience.
Rather than waiting for high-fidelity designs, we used AI-powered tools to build interactive prototypes during ideation itself. Using Lovable.dev, a small team put together low-fidelity prototypes in a fraction of the time traditional methods would have taken. Engineers and PMs gave feedback in real time as things evolved.
We shared them immediately with internal stakeholders and customers, which let us validate assumptions and catch issues well before development started.
With a validated problem space and early prototypes giving us direction, we shifted focus to how AI UX patterns could fit into the existing GTC experience. This wasn't going to be an AI-first product. It was a retrofit, layering AI into a platform with a lot already going on. We looked at reference patterns from Microsoft's HAX Copilot and alerting systems like Tableau Pulse.
Sarah's job requires triaging her fleet every day. She doesn't just need to see where assets are on a map. She needs to know what requires her attention and why. The new dashboard concept introduced a personalized "My Metrics" view for fleet safety. From there, she could open Z-Pilot, Zonar's AI assistant, to ask questions, pull up AI-generated highlights, or act directly from recommended modules.
The speeding workflow followed Sarah across surfaces. A mobile alert flagged a trend in driver behavior. On desktop, the Posted Speed report pulled up embedded AI analysis right alongside the tabular data. In the Z-Pilot immersive view, Sarah could query the data directly and get AI-guided recommendations while still having the raw data a scroll away.
Beyond the Safety Manager scenario, the team developed three additional storyboard concepts, each tied to a distinct customer archetype. They ranged from improvements to Zonar's existing platform to entirely new solutions that AI makes possible. These were tested at Zonar's annual Zonar Together Conference.
Each concept followed a human-in-the-loop model: AI analyzes the situation and helps users make better decisions, but a person stays in control.
Early prototyping and AI-accelerated research cut time to validated concepts in half.
Engineering, PM, and design were aligned from day one, not after handoff.
Catching issues early in prototyping prevented costly course corrections once development began.
I came into this project as a contributor, not a lead. My main focus was the Safety Manager persona, along with design input and feedback across sessions as concepts evolved. The prototyping and facilitation belonged to Chris and Amanda.
That vantage point shaped what I took away.
Watching the team use AI to cluster 90 ideas in real time, then seeing engineers engage with a Lovable.dev prototype the same day it was conceived, shifted how I think about fidelity and speed. I'd spent years treating them as trade-offs. This project suggested they don't have to be. The persona work confirmed something I already believed: start with the user's actual job, not the technology's capabilities.
What I'd do differently: Document during the work, not after. The Story Map was valuable because it was built in the moment. A lot of the most useful thinking, the pivots, the in-session debates, didn't make it into the retrospective because it was assembled later. Going forward, I'm capturing decisions in real time so the case study is a byproduct of the process, not a separate project that follows it.