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  • Home
  • Case Studies
    • Gas Scheduling System App
    • EMS Analytics Platform
    • Clinical Healthcare App
    • B2B Logistics SaaS Portal
    • EMS Info Architecture
  • Visual Storytelling
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  • Contact
Case Study

B2B Transportation Logistics SaaS Portal

Designed configurable analytics dashboard for global supply chain operations. Created a unified widget framework consolidating multiple reports, improving efficiency by 30% and reducing costs.

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Overview

Systematic Widget Framework for Supply Chain Analytics

Designed an enterprise analytics platform for Trimble Transportation, serving logistics coordinators managing multimodal supply chain operations. The configurable widget framework replaced time-consuming report reviews with real-time dashboards, reducing analytics review time by 30%.


Transportation coordinators previously toggled between 40+ static reports to monitor carrier performance, track shipments, and analyze costs. The lack of customization meant everyone saw the same data regardless of their role or current priorities.


I created a Fitbit-inspired widget system where users could configure their own dashboards, drilling from high-level metrics to detailed analysis without switching applications.

Customer Carrier Portal - Main interface with data tables and analytics entry points

Download PDF - see page 2

Key Metrics

30% Faster Analytics Review, Improved Decision-Making, Enhanced Customer Retention

  • Timeline consolidation: 45-hour sprint reduced to 30-hour sprint


  • Efficiency: 30% improvement through dashboard visibility


  • Error reduction: 40+ reports consolidated into analytics widgets


  • Stakeholder validation: CEO praised redesign for improving adoption


  • Scalability: Widget framework enabled rapid dashboard development

Daily Spend Trailing Week - Weekly spend trends with bar charts tracking daily expenditure patterns

Download PDF - see page 4

Challenge

Transform Multi-Report Analysis Into Proactive Decision Platform

Transportation logistics coordinators at Trimble managed complex multimodal supply chains across trucking, rail, and ocean freight. Daily operations required monitoring 40+ reports - carrier performance scorecards, shipment tracking, accessorial charges, and cost analysis.


The fragmented reporting system created bottlenecks. Coordinators spent hours compiling data across multiple screens rather than making strategic decisions. Exception handling was reactive rather than proactive because issues surfaced only during manual report reviews.

Selected Widgets Overview - Customized dashboard showing multiple configured analytics widgets

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Role & Collaboration

UI/UX Designer

  • Designed configurable widget system for 24/7 operations centers


  • Researched workflows across logistics coordinators and carrier managers


  • Created widget library defining chart types and data visualization patterns


  • Designed progressive disclosure for complexity management


  • Partnered with engineering team to optimize real-time data performance

Carrier On-Time Performance - On-time delivery performance dashboard with carrier comparisons

Download PDF - see page 8

Widget Framework

Modular Design Enabling Personalization

Identified supply chain analytics fell into patterns: status monitoring, exception identification, trend analysis, and comparative analysis.


Designed modular widget system:


  • Summary cards with trend indicators and threshold alerts


  • Micro charts showing 30-day and 12-month comparisons


  • Performance tables with top performers/offenders


  • Distribution visualizations by category


Users configure which widgets matter to their role, achieving personalized operational dashboards.

Dashboard Navigation and Widget Customization Flow

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Impact

Consolidated Workflows and Proactive Decisions

Widget framework enabled quick access to critical insights without reviewing multiple reports. Users reported 30% efficiency improvement through real-time visibility. Issues caught early when corrective action had maximum impact.


CEO satisfied with the Fitbit-inspired aesthetic and significantly improved data comprehension. Modular architecture created the foundation for future analytics expansion.

UPS Widget Popup - Widget preview and selection modal

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UX Design Process

1. Discovery

Interviewed logistics coordinators to understand their daily workflows across multiple reports. Observing 24/7 operations centers revealed they constantly switched between applications to monitor shipments, track exceptions, and analyze costs. I documented pain points around data fragmentation and identified opportunities for real-time visibility.

2. Analysis

Synthesized research into journey maps showing coordinator workflows during normal operations versus exception handling. Analysis revealed that different scenarios required different data priorities - routine monitoring needed high-level status, while exception resolution required detailed drill-downs. I identified opportunities to consolidate reports into configurable dashboards.

3. Design

Designed a widget library with Fitbit-inspired aesthetics optimized for 24/7 operations centers. Configurable layouts let coordinators arrange widgets for their current priorities. Progressive disclosure revealed details only when needed. Real-time updates eliminated manual refreshing, enabling proactive exception handling.

4. Testing & Iteration

Conducted usability tests in live operations centers, watching coordinators complete actual work tasks. Early feedback revealed confusion about widget configuration, so I simplified the customization interface. Users requested preset templates for common scenarios. Iterative refinements reduced analytics review time by 30%.

5. Delivery & Impact

Delivered comprehensive design specifications, widget libraries, and interaction patterns to the development team. The new Transportation Logistics Portal consolidated 40+ reports into configurable dashboards. Coordinators completed analytics reviews 30% faster with improved exception response times. The system reduced manual reporting burden, enhanced customer retention, and created competitive market differentiation through superior visibility capabilities.

Colimage Design

720-319-6865 | colimage12@gmail.com

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