SaaS · B2B · Logistic

SaaS · B2B · Logistic

SaaS · B2B · Logistic

Timeline

2024 03-05

2024 03-05

2024 03-05

Role

Product Designer

Product Designer

Product Designer

Service

Web Design
User Experience Design

& Research
User Interface Design

Web Design
User Experience Design

& Research
User Interface Design

Web Design
User Experience Design

& Research
User Interface Design

Team

3 Designers (Me)
1 Developer
1 Product Manager

3 Designers (Me)
1 Developer
1 Product Manager

3 Designers (Me)
1 Developer
1 Product Manager

DrayEasy FTL & LTL

DrayEasy FTL & LTL

DrayEasy FTL & LTL

DrayEasy is a B2B SaaS logistics platform specializing in trucking services, including Drayage, full-truckload (FTL), and less-than-truckload (LTL), across North America. It offers real-time pricing for routes and transportation solutions.

The project goal was to transition the FTL & LTL route search and booking process from one-on-one email-based service to platform-based service on website. This shift aimed to simplify the process, minimize mistakes from manual handling, and enhance information transparency. The existing product faced several challenges, including low utilization and incomplete information, which caused users to mistakenly perceive the platform as offering only Drayage services, leading to customer attrition. This project was driven by DrayEasy's urgent need to move the FTL & LTL service online to tackle inefficiencies revealed by the company's growing scale.

DrayEasy is a B2B SaaS logistics platform specializing in trucking services, including Drayage, full-truckload (FTL), and less-than-truckload (LTL), across North America. It offers real-time pricing for routes and transportation solutions.

The project goal was to transition the FTL & LTL route search and booking process from one-on-one email-based service to platform-based service on website. This shift aimed to simplify the process, minimize mistakes from manual handling, and enhance information transparency. The existing product faced several challenges, including low utilization and incomplete information, which caused users to mistakenly perceive the platform as offering only Drayage services, leading to customer attrition. This project was driven by DrayEasy's urgent need to move the FTL & LTL service online to tackle inefficiencies revealed by the company's growing scale.

DrayEasy is a B2B SaaS logistics platform specializing in trucking services, including Drayage, full-truckload (FTL), and less-than-truckload (LTL), across North America. It offers real-time pricing for routes and transportation solutions.

The project goal was to transition the FTL & LTL route search and booking process from one-on-one email-based service to platform-based service on website. This shift aimed to simplify the process, minimize mistakes from manual handling, and enhance information transparency. The existing product faced several challenges, including low utilization and incomplete information, which caused users to mistakenly perceive the platform as offering only Drayage services, leading to customer attrition. This project was driven by DrayEasy's urgent need to move the FTL & LTL service online to tackle inefficiencies revealed by the company's growing scale.

View Site

View Site

View Site

Context

DrayEasy is a logistics company focused on "last mile" truck transportation.

DrayEasy’s Services Include

DrayEasy’s Services Include

DrayEasy’s Services Include

Full-truckload (FTL)

Shipping where an entire truck is used exclusively for one shipment.

Shipping where an entire truck is used exclusively for one shipment.

Shipping where an entire truck is used exclusively for one shipment.

Less-than-truckload (LTL)

Shipping where multiple shipments share space on the same truck.

Shipping where multiple shipments share space on the same truck.

Shipping where multiple shipments share space on the same truck.

Drayage

Short-distance transport of goods, typically between ports, warehouses, or distribution centers.

Short-distance transport of goods, typically between ports, warehouses, or distribution centers.

Short-distance transport of goods, typically between ports, warehouses, or distribution centers.

Result – The First Month of Launch

Result – The First Month of Launch

67%

67%

67%

Increased Order Value

Increased Order Value

Increased Order Value

70%

70%

70%

Reducing in email orders

Reducing in email orders

Reducing in email orders

1.2K

1.2K

1.2K

Attracted New Users

Attracted New Users

Attracted New Users

Problem & Goal

Problem & Goal

DrayEasy's current FTL and LTL order process relies on clients initiating contact via merchandise website, followed by manual communication through emails to handle route inquiries and order placements on a one-on-one basis.

As the business scales, this approach has revealed significant inefficiencies. The business team aims to move the order process to the DrayEasy web platform to enable freight forwarders to search for the best FTL/LTL rates and easily place orders.

DrayEasy's current FTL and LTL order process relies on clients initiating contact via merchandise website, followed by manual communication through emails to handle route inquiries and order placements on a one-on-one basis.

As the business scales, this approach has revealed significant inefficiencies. The business team aims to move the order process to the DrayEasy web platform to enable freight forwarders to search for the best FTL/LTL rates and easily place orders.

DrayEasy's current FTL and LTL order process relies on clients initiating contact via merchandise website, followed by manual communication through emails to handle route inquiries and order placements on a one-on-one basis.

As the business scales, this approach has revealed significant inefficiencies. The business team aims to move the order process to the DrayEasy web platform to enable freight forwarders to search for the best FTL/LTL rates and easily place orders.

User Research
& Pain Points

User Research & Pain Points

User Research
& Pain Points

In this project, we conducted user interviews with six current clients and four potential clients to understand their needs and pain points. The feedback highlighted four major issues and three key expectations:

Issues:

In this project, we conducted user interviews with six current clients and four potential clients to understand their needs and pain points. The feedback highlighted four major issues and three key expectations:

Issues:

In this project, we conducted user interviews with six current clients and four potential clients to understand their needs and pain points. The feedback highlighted four major issues and three key expectations:

Issues:

1.

1.

1.

Long timeline for inquiries and waiting for responses.

Long timeline for inquiries and waiting for responses.

Long timeline for inquiries and waiting for responses.

2.

2.

2.

Complicated booking process.

Complicated booking process.

Complicated booking process.

3.

3.

3.

Easy to make mistakes when filling information.

Easy to make mistakes when filling information.

Easy to make mistakes when filling information.

4.

4.

4.

Lack of transparency in freight pricing due to fluctuations, hidden fees, or unexpected charges.

Lack of transparency in freight pricing due to fluctuations, hidden fees, or unexpected charges.

Lack of transparency in freight pricing due to fluctuations, hidden fees, or unexpected charges.


Expectations:


Expectations:


Expectations:

1.

1.

1.

Transparent and comparable pricing.

Transparent and comparable pricing.

Transparent and comparable pricing.

2.

2.

2.

Simplified information input process.

Simplified information input process.

Simplified information input process.

3.

3.

3.

Clear control over booking status and payments.

Clear control over booking status and payments.

Clear control over booking status and payments.


These insights reveal the gap between existing product services and user expectations, guiding and supporting the focus of our design.


These insights reveal the gap between existing product services and user expectations, guiding and supporting the focus of our design.


These insights reveal the gap between existing product services and user expectations, guiding and supporting the focus of our design.

Current Product

Problem

Current Product Problem

Based on customer feedback, we conducted an internal review of the existing Drayage module’s Searching and Booking design.

First, there is a low screen efficiency, with extensive information displayed in an unclear hierarchy. This increases cognitive load for users, making it difficult to quickly grasp key details.

Additionally, the multi-step booking process requires users to input correct information at each step to proceed, making it challenging to grasp the overall complexity, leading to a higher dropout rate.

Based on customer feedback, we conducted an internal review of the existing Drayage module’s Searching and Booking design.

First, there is a low screen efficiency, with extensive information displayed in an unclear hierarchy. This increases cognitive load for users, making it difficult to quickly grasp key details.

Additionally, the multi-step booking process requires users to input correct information at each step to proceed, making it challenging to grasp the overall complexity, leading to a higher dropout rate.

Based on customer feedback, we conducted an internal review of the existing Drayage module’s Searching and Booking design.

First, there is a low screen efficiency, with extensive information displayed in an unclear hierarchy. This increases cognitive load for users, making it difficult to quickly grasp key details.

Additionally, the multi-step booking process requires users to input correct information at each step to proceed, making it challenging to grasp the overall complexity, leading to a higher dropout rate.

Identify the key issues need to be addressed in this update

Key Challenges to Address

Key Challenges to Address

Through the research and analysis, along with discussions with the project manager, we identified four core challenges as the goal to be addressed in this project:



Through the research and analysis, along with discussions with the project manager, we identified four core challenges as the goal to be addressed in this project:



Through the research and analysis, along with discussions with the project manager, we identified four core challenges as the goal to be addressed in this project:



1.

1.

1.

Compared to full truckload (FTL) and drayage, the search function for less-than-truckload (LTL) requires many additional information input modules

Compared to full truckload (FTL) and drayage, the search function for less-than-truckload (LTL) requires many additional information input modules

Compared to full truckload (FTL) and drayage, the search function for less-than-truckload (LTL) requires many additional information input modules

2.

2.

2.

The booking process is complex and fragmented

The booking process is complex and fragmented

The booking process is complex and fragmented

3.

3.

3.

Price display and operators are unclear, giving users limited choice

Price display and operators are unclear, giving users limited choice

Price display and operators are unclear, giving users limited choice

4.

4.

4.

Lack of guidance during the filling process, requiring users to understand and calculate on their own, which increases their learning burden and error rate

Lack of guidance during the filling process, requiring users to understand and calculate on their own, which increases their learning burden and error rate

Lack of guidance during the filling process, requiring users to understand and calculate on their own, which increases their learning burden and error rate

Brainstorming

Brainstorming

Brainstorming

The brainstorming session helped us quickly gather ideas. We formulated four 'How Might We' (HMW) questions and grouped the ideas into potential solutions.

The brainstorming session helped us quickly gather ideas. We formulated four 'How Might We' (HMW) questions and grouped the ideas into potential solutions.

The brainstorming session helped us quickly gather ideas. We formulated four 'How Might We' (HMW) questions and grouped the ideas into potential solutions.

Design Solution

Design Solution

Design Solution

Optimize the less-than-truckload (LTL) search layout: Reassess the layout of the LTL search while ensure consistency

Revamp the input process: Change the step-by-step filling to a scrollable layout and reorganize the information modules

Highlight price details: Emphasize price details and insurance information, and allow users to double-check

Add assistance features: Add AI Auto-fill, Pallet Calculator, Item Book, and Address Book as support features

Optimize the less-than-truckload (LTL) search layout: Reassess the layout of the LTL search while ensure consistency

Revamp the input process: Change the step-by-step filling to a scrollable layout and reorganize the information modules

Highlight price details: Emphasize price details and insurance information, and allow users to double-check

Add assistance features: Add AI Auto-fill, Pallet Calculator, Item Book, and Address Book as support features

Optimize the less-than-truckload (LTL) search layout: Reassess the layout of the LTL search while ensure consistency

Revamp the input process: Change the step-by-step filling to a scrollable layout and reorganize the information modules

Highlight price details: Emphasize price details and insurance information, and allow users to double-check

Add assistance features: Add AI Auto-fill, Pallet Calculator, Item Book, and Address Book as support features

User Flow

User Flow

User Flow

To better address the issues, we started by focusing on the logic and designed a new user flows for FTL and LTL functionalities.

To better address the issues, we started by focusing on the logic and designed a new user flows for FTL and LTL functionalities.

To better address the issues, we started by focusing on the logic and designed a new user flows for FTL and LTL functionalities.

Design Decision

Design Decision

Reevaluate the Layout of Search

Reevaluate the Layout of Search

Design Decision

Design Decision

Redesign Information Structure of Search Results

Redesign Information Structure of Search Results

Design Decision

Design Decision

Redesign Booking Process

Redesign Booking Process

Design Decision

Design Decision

Detail Adjustments

Detail Adjustments

Detail Adjustments

Highlight Features

Highlight Features

Highlight Features

Instant quote comparison

Instant quote comparison

Instant quote comparison

Just enter pickup and delivery locations to get time-insensitive price and price fluctuations over a 2 week period

Just enter pickup and delivery locations to get time-insensitive price and price fluctuations over a 2 week period

Just enter pickup and delivery locations to get time-insensitive price and price fluctuations over a 2 week period

Information auto-fill

Information auto-fill

Information auto-fill

AI analyzes documents or text to assist with auto-filling information

AI analyzes documents or text to assist with auto-filling information

AI analyzes documents or text to assist with auto-filling information

Pallet Calculator

Pallet Calculator

Pallet Calculator

The Pallet Calculator helps users quickly estimate commodity information, offering a one-stop, efficient filling process that reduces errors

The Pallet Calculator helps users quickly estimate commodity information, offering a one-stop, efficient filling process that reduces errors

The Pallet Calculator helps users quickly estimate commodity information, offering a one-stop, efficient filling process that reduces errors

Item Book

Item Book

Item Book

Add items efficiently from item book

Add items efficiently from item book

Add items efficiently from item book

LTL booking process

LTL booking process

LTL booking process

Simple and clear information entry steps

Simple and clear information entry steps

Simple and clear information entry steps

Order confirmation

Order confirmation

Order confirmation

Information review and acknowledgment

Information review and acknowledgment

Information review and acknowledgment

Next Steps

Next Steps

Next Steps

Continuously track post-launch data
Continuously collecting and analyzing user feedback to make ongoing improvements based on user experience and needs.

Continuously track post-launch data
Continuously collecting and analyzing user feedback to make ongoing improvements based on user experience and needs.

Continuously track post-launch data
Continuously collecting and analyzing user feedback to make ongoing improvements based on user experience and needs.

Conduct further competitive analysis to identify breakthroughs
We have analyzed 7 competitors in this round of product upgrades, covering both domestic and international products. Moving forward, we will continue competitive analysis with the goal of enhancing DrayEasy's product value.

Conduct further competitive analysis to identify breakthroughs
We have analyzed 7 competitors in this round of product upgrades, covering both domestic and international products. Moving forward, we will continue competitive analysis with the goal of enhancing DrayEasy's product value.

Conduct further competitive analysis to identify breakthroughs
We have analyzed 7 competitors in this round of product upgrades, covering both domestic and international products. Moving forward, we will continue competitive analysis with the goal of enhancing DrayEasy's product value.

Takeaways

Takeaways

Takeaways

Faced with diverse demands, take a holistic approach to prioritize effectively
When receiving numerous diverse demands from various stakeholders (such as users, product teams, developing teams, and business teams), it is crucial to adopt a holistic approach, evaluating their alignment with key objectives and their feasibility within current constraints, in order to prioritize their implementation effectively.

Faced with diverse demands, take a holistic approach to prioritize effectively
When receiving numerous diverse demands from various stakeholders (such as users, product teams, developing teams, and business teams), it is crucial to adopt a holistic approach, evaluating their alignment with key objectives and their feasibility within current constraints, in order to prioritize their implementation effectively.

Faced with diverse demands, take a holistic approach to prioritize effectively
When receiving numerous diverse demands from various stakeholders (such as users, product teams, developing teams, and business teams), it is crucial to adopt a holistic approach, evaluating their alignment with key objectives and their feasibility within current constraints, in order to prioritize their implementation effectively.

Equally prioritize communication with business teams and users
In B2B projects, designers must deeply understand the business context and maintain frequent communication with the business team, which is equally as important as engaging with users.

Equally prioritize communication with business teams and users
In B2B projects, designers must deeply understand the business context and maintain frequent communication with the business team, which is equally as important as engaging with users.

Equally prioritize communication with business teams and users
In B2B projects, designers must deeply understand the business context and maintain frequent communication with the business team, which is equally as important as engaging with users.

© Portfolio by Xinran Chen

© Portfolio by Xinran Chen

© Portfolio by Xinran Chen