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

DrayEasy

DrayEasy

Enable the freight forwarders to search for the best FTL/LTL rates and easily place order in DrayEasy web plaform.

View Site

View Site

View Site

Project Brief

The project goal was to transition the FTL & LTL route search and booking process from one-on-one email-based service to DrayEasy’s web platform.

At the time, both Full Truckload (FTL) and Less-than-Truckload (LTL) services relied on 1-on-1 email-based manual support for price inquiries and bookings. As the business scaled, this process became increasingly inefficient—staff were overwhelmed, and users reported frequent form errors, slow response times, low pricing transparency, and limited flexibility in quote requests.

What DrayEasy Does?

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

User Research
& Pain Points

User Research & Pain Points

User Research
& Pain Points

In this project, we conducted unstructured interviews with 6 current clients and 4 potential clients to gain open-ended insights and understand their needs and pain points. The feedback highlighted four major issues and three key expectations:

Issues:

In this project, we conducted unstructured interviews with 6 current clients and 4 potential clients to gain open-ended insights and understand their needs and pain points. The feedback highlighted four major issues and three key expectations:

Issues:

In this project, we conducted unstructured interviews with 6 current clients and 4 potential clients to gain open-ended insights and 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

We conducted an internal review of the existing Drayage module’s Searching and Booking design.

Searching:

Unclear hierarchy, poor readability, and low screen efficiency.


Booking:

The step-by-step order process makes it difficult for users to get an overview of all required information. They have to complete the current step before previewing what comes next.
However, in freight booking scenarios, users often need to collect complex shipping details before filling out the form — unlike filling out familiar personal information. Without a full view of the required fields, users are forced to constantly switch between different tools to gather the necessary information, which can be frustrating and slows down the workflow.

We conducted an internal review of the existing Drayage module’s Searching and Booking design.

Searching:

Unclear hierarchy, poor readability, and low screen efficiency.


Booking:

The step-by-step order process makes it difficult for users to get an overview of all required information. They have to complete the current step before previewing what comes next.
However, in freight booking scenarios, users often need to collect complex shipping details before filling out the form — unlike filling out familiar personal information. Without a full view of the required fields, users are forced to constantly switch between different tools to gather the necessary information, which can be frustrating and slows down the workflow.

We conducted an internal review of the existing Drayage module’s Searching and Booking design.

Searching:

Unclear hierarchy, poor readability, and low screen efficiency.


Booking:

The step-by-step order process makes it difficult for users to get an overview of all required information. They have to complete the current step before previewing what comes next.
However, in freight booking scenarios, users often need to collect complex shipping details before filling out the form — unlike filling out familiar personal information. Without a full view of the required fields, users are forced to constantly switch between different tools to gather the necessary information, which can be frustrating and slows down the workflow.

Competitive Analysis

Current Product Problem

Then, we analyzed five web platforms offering similar services to to gain insights and opportunities.

Identify the key issues need to be addressed in this update

Key Challenges to Address

Key Challenges to Address

Through user research, current product critique, and competitive analysis, we collaborated with the product manager to define four key design objectives for this project.

1.

1.

1.

Present complex information input modules for LTL services efficiently.

Present complex information input modules for LTL services efficiently.

Present complex information input modules for LTL services efficiently.

2.

2.

2.

Improve the order flow to enhance the sense of control and reduce drop-off rates.

Improve the order flow to enhance the sense of control and reduce drop-off rates.

Improve the order flow to enhance the sense of control and reduce drop-off rates.

3.

3.

3.

A well-structured and informative search result display.

A well-structured and informative search result display.

A well-structured and informative search result display.

4.

4.

4.

Provide clear guidance during the form-filling process reduces users’ cognitive load and error rate, as they no longer need to search or calculate on their own.

Provide clear guidance during the form-filling process reduces users’ cognitive load and error rate, as they no longer need to search or calculate on their own.

Provide clear guidance during the form-filling process reduces users’ cognitive load and error rate, as they no longer need to search or calculate on their own.

Brainstorming

Brainstorming

Brainstorming

During the brainstorming session, we rapidly gathered ideas—regardless of their feasibility or practicality.


We formulated...

How might we streamline the booking process?

How might we effectively display information to help users select the ideal quotes?

How might we help users find reliable trucks/carriers?

How might we increase the transparency of freight pricing? (fluctuation / additional / unexpected fees)

During the brainstorming session, we rapidly gathered ideas—regardless of their feasibility or practicality.


We formulated...

How might we streamline the booking process?

How might we effectively display information to help users select the ideal quotes?

How might we help users find reliable trucks/carriers?

How might we increase the transparency of freight pricing? (fluctuation / additional / unexpected fees)

During the brainstorming session, we rapidly gathered ideas—regardless of their feasibility or practicality.


We formulated...

How might we streamline the booking process?

How might we effectively display information to help users select the ideal quotes?

How might we help users find reliable trucks/carriers?

How might we increase the transparency of freight pricing? (fluctuation / additional / unexpected fees)

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 interaction and designed a new user flows for FTL and LTL functionalities.

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

To better address the issues, we started by focusing on the interaction 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 Quote History Panel

Redesign Quote History Panel

Redesign Quote History Panel

User interviews revealed two key issues:


  1. Low value of hot route recommendations
    Most clients follow relatively fixed shipping routes on a regular basis, so dynamic “hot route” suggestions provide little added value.

  2. Insufficient location precision in history records
    In typical user scenarios, it's common to ship within the same city but to different warehouses. Therefore, saving history only at the city level is insufficient to support efficient user selection.

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

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

Order Information Auto-fill

Order Information Auto-fill

Order Information Auto-fill

This feature was designed to help traditional users (those used to booking via email and uninterested in online booking) transition smoothly to the web platform. Users can upload their previously completed form files, which are then auto-filled into the system.

This feature was designed to help traditional users (those used to booking via email and uninterested in online booking) transition smoothly to the web platform. Users can upload their previously completed form files, which are then auto-filled into the system.

This feature was designed to help traditional users (those used to booking via email and uninterested in online booking) transition smoothly to the web platform. Users can upload their previously completed form files, which are then auto-filled into the system.

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

Interviews revealed that most clients ship the same types of goods regularly. The Item Book feature helps reduce the hassle of re-entering the same item details each time.

Interviews revealed that most clients ship the same types of goods regularly. The Item Book feature helps reduce the hassle of re-entering the same item details each time.

Interviews revealed that most clients ship the same types of goods regularly. The Item Book feature helps reduce the hassle of re-entering the same item details each time.

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.

Takeaways

Takeaways

Takeaways

Faced with diverse demands, take a holistic approach to prioritize effectively
When receiving a large volume of diverse requests from stakeholders—including users, product, engineering, and business teams—it's critical to take a holistic approach. This involves evaluating each request for alignment with key objectives and feasibility under current constraints, enabling effective prioritization and distill the core design goals.

Faced with diverse demands, take a holistic approach to prioritize effectively
When receiving a large volume of diverse requests from stakeholders—including users, product, engineering, and business teams—it's critical to take a holistic approach. This involves evaluating each request for alignment with key objectives and feasibility under current constraints, enabling effective prioritization and distill the core design goals.

Faced with diverse demands, take a holistic approach to prioritize effectively
When receiving a large volume of diverse requests from stakeholders—including users, product, engineering, and business teams—it's critical to take a holistic approach. This involves evaluating each request for alignment with key objectives and feasibility under current constraints, enabling effective prioritization and distill the core design goals.

Professionalism and process-driven UX in B2B products
B2B platforms prioritize efficiency, scalability, and process integration. Compared to consumer-facing B2C platforms, they place greater emphasis on professionalism, stability, and system coordination.

Professionalism and process-driven UX in B2B products
B2B platforms prioritize efficiency, scalability, and process integration. Compared to consumer-facing B2C platforms, they place greater emphasis on professionalism, stability, and system coordination.

Professionalism and process-driven UX in B2B products
B2B platforms prioritize efficiency, scalability, and process integration. Compared to consumer-facing B2C platforms, they place greater emphasis on professionalism, stability, and system coordination.

© Portfolio by Xinran Chen

© Portfolio by Xinran Chen

© Portfolio by Xinran Chen