ROUTING INTEGRATIONS RESEARCH
Customer knowledge gaps hindered efforts to improve Samsara’s routing offerings. I proposed and co-led research 1) to understand the role of routing integrations in the admin workflow; 2) gather feedback on the as-is experience; and 3) identify insights to inform upcoming roadmap opportunities.
Stakeholder interviews explored Samsara’s sales strategy. I used these insights to design user tests focused on IA and product
OVERVIEW
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AUDIENCE
• Enterprise admins
• Enterprise drivers
• Sales engineers
• Customer success managers
• Integrations partners
OUTCOMES
• Quick win features
• New customer personas
• E2E cross-platform user journey
• Design-led FY23 roadmap
• Patent submitted for Samsara
METHODOLOGIES: We proposed zero-to-one webstore features to address long-standing UX and product marketing pain points.
NEW PERSONAS
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PERSONA 1
• Workflow efficiencies
• Accuracy and usability
• Driver satisfaction
• Smarter route assignment
• Useful reporting
• Informed post-integrations support
PERSONA 2
• Workflow efficiencies
• Accuracy and usability
• Driver satisfaction
• Smarter route assignment
• Useful reporting
• Informed post-integrations support
E2E INSIGHTS
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We proposed zero-to-one webstore features to address long-standing UX and product marketing pain points.
• Workflow efficiencies
• Accuracy and usability
• Driver satisfaction
• Smarter route assignment
• Useful reporting
• Informed post-integrations support
QUICK WIN
The E2E journey map and research insights pointed the team to our first quick win: improving route visibility in the driver app.
PROBLEM
The original route list relied on a 5-day calendar view. This date-centric approach didn’t fully account for the nuances of shift-based work as a driver.
SOLUTION
Prioritizing task completion made it easier for drivers to plan, complete, and review their routes.
• Driver experience is front and center (not the calendar)
• Tabs organize driver workflows chronologically
• Route visibility increased to +/- 30 days
• UI enhancements to improve hierarchy and legibility
Company: Samsara Timeline: 3 weeks for research (planning, interviews and synthesis); 2 weeks for design Contributors: Shirley Chen (Product Manager); Tirso Pereguo (Senior Engineering Manager); Eric Shreve (Senior Engineer); Helen Chung (Senior Engineer); Noah Ray (Engineer); Andrew Ackermann (Design Director); and Sean McGee (Product Director)