Inspection Builder

Case Study

Inspection Builder is a web application that allows fleet administrators to create customized electronic inspections (for the EVIR app) tailored to their fleet's specific needs, validated through usability testing, adoption metrics, and operational KPIs.

Overview

Context

As we onboarded more and more customers to the EVIR app we quickly realized that the current process for creating inspections, tailored to the customer’s needs, wasn’t scalable. The team responsible for this work, the Configuration team, asked us to create a customer facing tool that would allow customers to easily configure these inspections settings themselves.

Problem

We were excited to help, but we knew this was going to be a significant undertaking given the complexity of the problem, something that currently involved several different system databases and many steps, all within a aging legacy system.

Solution

We designed a web app experience, using a drag and drop system, for building inspection configs that was easy and intuitive for our customers with minimal training.

Details

Length

Initial MVP was launched in 5 months. We continued to test, refine and development feature improvements for the next year, where we raised our CSAT score from 56 to 87.

Platform

Web application integrated with the EVIR Mobile App

Role

Product design lead.

Work

Research and User testing, Product vision and concept development, Cross functional collaboration, UX and Visual design, Presenting UX concept to client and Development team, Wire-framing & User flows, Original Asset illustrations and Design, UX oversight during build process, Design lead.

Team

Defining the Solution

Approach

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Gathered requirements and interviewed stakeholders for a better understanding of the user's needs

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Analyzed existing processes and pain points

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Iteratively refined designs based on feedback

Hard Skills

Wireframing

UI Visual Design

Prototyping

Soft Skills

Creativity

User advocacy

Feedback integration

Early whiteboard exercises with team

Collage of multiple whiteboard photos displaying diagrams, flowcharts, lists, and handwritten notes related to configurations, company groups, library inspections, questions, and app layout design.

Internal stakeholder interviews

Three-page document detailing the Custom Config Tool project including links to Confluence pages, stakeholder interview notes, acceptance criteria, and product acceptance criteria for configuration tool development.

Design & Iteration

Features

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Map View for intuitive zone selection

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Customizable inspection templates

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Drag-and-drop interface for component arrangement

Iterations

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Conducted usability tests to refine user flows and UI

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Collaborated with developers to ensure feasibility

Hard Skills

UI and UX design

Interaction design

Accessibility compliance

Soft Skills

Team collaboration

Attention to detail

Early wireframe sketches

Hand-drawn wireframe sketches of an accounts and templates interface showing configuration panels with vehicle and truck options, checklists, template lists with search bars, and a table of configurations with editable fields.

Early comps

Three side-by-side screenshots of the Inspection Builder software showing company asset map with configurations, a list of companies with event logs, and an activity log with quick links.

Validation & Testing

Methods

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Moderated Usability Testing
10 different internal participants not familiar with EVIR, from multiple teams: CX, TPM, Sales, PAG, Learning & Content teams

Outcomes

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Participants found the overall layout of the inspection builder space to be well organized and intuitive, resulting in high completion rates (90%)

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The current design mostly captured the testers’ mental model but needed some changes

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Unclear terminology or naming conventions were found in several areas

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SEQ (Single Ease Question)
First impression results 60%
Post impression results 80%

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Task Completion Rates: All Questions
90% Completion Rate

Hard Skills

Usability testing

Data analysis

Iteration planning

Soft Skills

Open-mindedness

Handling constructive criticism

Continuous improvement mindset

Participant Sentiments

" ...A lot of people like to overcomplicate things, but y'all just make it so simple and so easy that … you could bring in a fifth grader, you could teach this to that kid, and that kid will be doing the job within a couple of weeks

Sales participant