Role: Lead UX Designer
Process: February to June. Researching, meeting with stakeholders, designing, testing, iterating
Team
PM: Javier Urbina
Additional support: Sierra Willenburg (UX), Olivia Rosario (UX research), Asha Eginton (Design), Marc Kelley (Design), Sarah Yost (Design)
Remake a convoluted system by enabling templates and self service. 
Build two portals, one for creating templates (users: Design team) and one for using templates (users: CS team, external users including agencies and dealerships).
Prototype: Design team portal
Steps: Create a new model bar. Change the title from “View Our Lineup” to “A Vehicle for Every Lifestyle.” Share the model bar with Ford. Add vehicles to the lineup by autofilling from inventory. Add two more tabs to the vehicle lineup. Rename Tab 1 to “Sedan.” Rename Tab 2 to “SUV.” Rename Tab 3 to “Pickup.” Move the Escape into the SUV tab. Rename “Mustang Mach-E” to “Mach-E.” Remove the Ford Fiesta from the lineup.
Prototype: CS team and dealership portal
Steps: Turn off automatic updates. Remove the Ford Fiesta from the vehicle lineup. Change the name of the “Pickup” tab to “Other.” Add a new vehicle to the “Other” tab. Hide the model bar subtitle. Add a primary CTA to each vehicle in the lineup.
“It didn’t take very long for me to find what I needed”
“It didn’t take very long for me to find what I needed in order to complete the requested tasks.”

Action items
“would be nice if the text (title) could be edited where you first click instead of a slideout appearing to edit on the side.”
Allow people to edit text by clicking on it and typing (ie: clicking on the title makes that text box editable. They can also edit the title from the right sidebar).

“One improvement I would suggest is to maybe bold some of the text or add in a little color as everything kind of blended…It would just help differentiate each call to action and make finding the text faster/easier”
“The visual separation of the different tabs and their content was easy to see. The title of the tab vs. the vehicles was a little more ambiguous…Font and spacing was visually similar”
“It is a little overwhelming at first with how much can be done, but that just makes me want to play around with the widget more. Maybe a little more contrast with Edit vs Non edit sections would help make it not so overwhelming. Sometimes I wasn’t sure where my eyes should go”
 
Add more visual hierarchy between elements in the vehicle details section.

“Overall it was great and self explanatory, however the last step ‘to share the model bar with Ford’ was slightly confusing. Wasn’t able to intuitively find that on the page…The placement and general request wasn’t very clear. I was anticipating finding a ‘Share’ cta towards the bottom right corner of the page.”
“The share the model bar part was slightly difficult to spot…I was looking for it on the right side of the screen.”
 
Change placement of “share with OEM” step.

“When asked to move the vehicles, I had to click around to see where the option was. It was when I found the hamburger icon that eventually made that work. But in my opinion, the hamburger icon in a list of elements indicates that I can drag or re-order them. I was expecting a plus icon with more options that would say something like ‘Move {{Vehicle Name}} to said tab’ and then I could add it from there.”
 
Explore icons for dragging vehicles.
“I think dealers are going to love this.”
“I do see there are more options than the current model bar tool. And dealers love options. I am very excited for this.”
“User friendly and easy to follow”
“Makes customization so much easier. I had to send these types of requests to Design before, with this update, we can close the case as an FCR…I think dealers are going to love this.”

Action items
“I didn’t immediately see the toggle for the auto updates”
 
Work on the visual hierarchy of the auto updates toggle to make what it does clearer.
Prototype with new visual hierarchy
Task: find where to edit the details of the Ford Escape SUV
Deliverables

Dashboard
Assign to OEM
Editing title (via clicking on element and sidebar)
Editing subtitle (via clicking on element and sidebar)
Empty vehicle list
Autofilling vehicles and adding new tabs
Dragging vehicles
Dragging tabs
Adding new vehicle
Editing and deleting vehicle
Testimonials
“Miles, thanks for all the work you’re doing. I’m very happy and excited about this project now that we have the Design Team fully on board and the workflows set up.” —Javier Urbina, PM
Check back for more information soon!

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