OverHaul | New Functionality (2022-2023)

OverHaul | New Functionality (2022-2023)

Lanes & Routes Planning Functionality Discovery

Overview

Overview

Overview


Overhaul is transforming supply chain risk management, offering real-time visibility and comprehensive security solutions to safeguard global logistics. As part of their mission to elevate digital logistics experiences, I contributed to a core platform overhaul by designing functionality for creating Lanes and Routes, as well as crafting dashboards tailored to distinct user personas. Additionally, I helped develop a scalable design system, ensuring a cohesive, intuitive user experience across all touchpoints.

Company

Overhaul

Project duration

2022-2023

My role

UX research, User Interviews, Prototyping, Testinng, Design System, Development Support

Overhaul Lane Creator: route form panel, a map of southern China with a plotted lane, and the ‘Are you sure you want to link these routes together?’ dialog, on a paper background with ring motif

Fig. 01 — Overview

Overhaul

01

Problem statement

Discovery

Overhaul’s Routes planning functionality needed a transformation to empower clients and improve internal workflows. The platform required a self-service tool that would allow client companies to independently create optimal and secure routes without relying on external analysis. Additionally, internal Watch Officers needed an enhanced system to streamline their workflows, enabling faster and more efficient route adjustments. The primary challenge was balancing the complexity of diverse user needs with an intuitive, user-friendly interface that maintained Overhaul’s brand standards and elevated the overall experience.

02

Process

Four steps

How I got there

Step 1

Grid of nine screens from the legacy Grand Routes system: destination locations table, create and edit destination forms, lanes list, lane details, and modal dialogs, on a paper background with ring motif

Exploration of the Existing Grand Routes System

The project began with an in-depth analysis of the existing Grand Routes system, which revealed significant limitations in functionality and scalability. The rigid structure made it challenging for users to manage routes effectively, requiring manual processes that hindered efficiency. This analysis provided a clear understanding of the gaps that needed to be addressed in the redesigned system.

Step 2

User journey board for two archetypes, Customer Success Manager and Carrier, with phases before, during and after; rows for pain points, pain point clustering into three clusters, pain point ranking, and ideation sticky notes, on a paper background

Archetype Definition

To ensure the redesigned platform met user needs, we defined key user archetypes and their primary goals. This included Watch Officers, who needed intuitive tools to monitor, adjust, and respond to risks in logistics workflows, and Logistics Managers, who required features for strategic planning, route creation, and overall visibility. These archetypes shaped the development of features and workflows, ensuring the platform addressed the specific needs of its core users.

Step 3

Mind map of the ‘Lane’ concept branching into related entities, actions and data fields

Defining the Structure

In collaboration with the Product Manager, we outlined the structure for the new functionality, replacing theGrand Routes system with a more flexible and scalable approach. This involved segmenting the functionality into two core entities: Lanes and Routes, where Lanes serve as overarching categories, and multiple Routes can be created within each Lane. We also defined key features such as safe and danger zone integration, bulk-upload capabilities for automatic Lane creation, and tools for planning and assigning Routes.

Step 4

Backlog and planning board: a timeline of sticky notes grouped by month from May to September with numbered priority markers and columns for Bulk Upload, Lane Creator, Link Routes and other features

Defining the Backlog and Planning Execution

After establishing the structure of the new functionality, we worked on defining the backlog to guide development. Collaborating with the Product Manager and development team, we prioritized features such as Lane and Route segmentation, bulk-upload functionality, and tools for planning and assigning Routes. Each backlog item was carefully detailed with user stories, technical requirements, and acceptance criteria, ensuring clarity and alignment across teams. A phased execution plan was created to deliver the most impactful features early, enabling iterative testing and continuous improvement throughout the project lifecycle.

03

Solution

Delivered

What I designed

Solution

The Overhaul platform was redesigned to replace the outdated Grand Routes structure with two distinct entities: Lanes and Routes. Users can now create multiple Routes within a single Lane based on safe and danger zones provided by Overhaul. The new functionality introduced self-service capabilities, allowing users to independently plan, create, and assign Routes. Bulk-upload features enable the system to parse and generate Lanes automatically, saving time and streamlining workflows. Additionally, enhanced visibility provides users with detailed insights into existing Lanes and their supported delivery types, offering greater control and efficiency.

Before and after: the old internal Edit Destination form used to create routes for cargo, and the new client-facing Route Editor with a lane form beside a map showing the route, connected by an orange arrow, on a paper background
Usability testing flow: User, Preview lanes, Filter lanes, Create a new lane, Save; with task prompts such as describe what you see on the screen and create a completely new lane, above the Lanes list and Lane Creator screens, on a paper background

Prototyping and Usability Testing

I prepared interactive prototypes in Figma that showcased the core functionality of the redesigned platform. These prototypes were tested with two key user groups: existing Watch Officers, who were familiar with the legacy system, and participants recruited via the Respondent platform. The external participants were carefully selected for their experience in cargo logistics, ensuring feedback was both relevant and actionable. This testing process helped validate the design’s usability and effectiveness in meeting user needs.

Usability testing findings slides: Create New Location with review points, such as participants struggling with modal visibility over the map, and actions, such as changing the modal to a slide-out, plus a Bulk Upload slide, on a paper background

Incorporating Usability Testing Insights

After conducting usability testing and analyzing the feedback with the team, we identified a few minor areas for improvement. However, the core workflow proved to be effective, intuitive, and well-understood by users. The testing validated the major flow, confirming that it met user expectations without causing confusion, reinforcing the design’s usability and functionality.

04 — Outcomes and next steps

What I learned

This project highlighted the importance of balancing user needs, business goals, and technical feasibility. Working closely with Watch Officers and logistics professionals during user testing provided valuable insights into how users interact with cargo logistics tools. Prototyping and testing early ensured the final product was intuitive and aligned with user workflows, while incorporating small improvements from feedback enhanced the overall experience. Transitioning to self-service tools not only streamlined operations but also empowered users, reducing reliance on support teams. These learnings will inform future projects to create scalable and impactful solutions.
Link Routes flow board: step 1 select routes, step 2 choose Link Routes from the bulk actions, step 3 confirmation, step 4 preview linked route, step 5 edit linked route, step 6 remove linked route, step 7 unlink routes, shown as connected Overhaul screens on a dark panel

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