Case Study

Route Map Builder and Shift Scheduler

An example of how I led research and design on a route planning module for a major provider of housing amenity services. Specifically implemented for their operations team that integrated route planning, resource allocation, and reporting to enhance team efficiency.

Role

Lead Product Designer

Duration

~12 weeks

Deliverables

Research findings, wireframes, prototypes, final UI design

The Problem

We need a smarter way to assign employees to the proper routes and shift schedules.

The current process of assigning routes and shifts to field operations teams was very cumbersome and unreliable. Our goal was to streamline the scheduling process and to reduce the amount of time district managers spent scheduling, while also reducing errors.

Research insights

The process of scheduling workers within the organization is widely different across the country.

With our clients ranging from communties in NY to CA, this project was going to change the way our district managers assigned work shifts for thousands of employees.
The tool should callout our staffing needs by showing us what areas are understaffed, to avoid service interuptions and unhappy clients.
New employees had a hard time finding the locations they needed to service, so we needed to create a GPS map view that instructed them where to go.
Managers should be able to schedule employees to routes and shifts weeks ahead of time. Today most of them can only schedule a few days out which leads to problems.

Design Process

After conducting end user and stakeholder interviews, user personas were created. I did some competitive research then began my sketches. I then presented initial wireframe concepts for stakeholder approval. I worked with development teams to make sure the path forward was clear and to field any design questions or concerns they had. After validating usability, I developed a high‑fidelity prototypes and met with C-Suite Stakeholders and Product Managers to ensure all the proper requirements were met.

Outcome & impact

Our redesigned route builder and scheduler will reduce the amount of time spent assigning employees and service interuption when service is not delivered by about 20%. This not only saves time and money for the organization, but also drives client satisfaction with more reliable, on time service.