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Case study 03 · Field Operations Design

Putting the depot in the driver's hands and the fleet in the supervisor's view

Two roles, one operation, and no reliable connectivity.

Role

Product Design Lead

Domain

Enterprise ERP / Supply Chain · Field Sales

Platforms

Driver App (Tablet) · Supervisor App (Web)

Focus

UX Strategy · Research · Interaction Design · Validation
Putting the depot in the driver's hands and the fleet in the supervisor's view
Context

Two users, one operation, zero connectivity guarantees.

VAN Sales is the last mile of the fulfillment chain: drivers load stock at the depot, sell and deliver along a route, collect payment, and return with reconciled stock and cash.

The design challenge was to give drivers a fast, mostly one-handed workflow that survives patchy connectivity, while giving supervisors a real-time picture of routes, stock and collections without turning them into data-entry clerks.


Design approach
01Understand
02Explore
03Validate
04Iterate
05Deliver
06Measure

Shadowed drivers on live routes and sat with supervisors at depot close-out. Mapped the day end-to-end, prototyped both apps in low fidelity, validated with field teams, then translated the validated flows into high-fidelity, development-ready designs on the One Design System.


Driver App

Designing the Driver's Day

The Driver App follows the shape of a route day: load, drive, sell, deliver, collect, return. Each stage is a single screen with one primary action, large targets and offline-first data.

Route & stopsLoad confirmationOn-route salesDelivery & returnsPayment collectionEnd-of-day reconciliation
Research foundations
Driver persona
Driver persona
Information architecture
Information architecture
Key screens
Route Stops
Route Stops
CUSTOMER ORDER DETAIL
CUSTOMER ORDER DETAIL
Payment Collection
Payment Collection
The route-day workflow

Load → Route → Sell → Deliver → Collect → Reconcile

01→

Load

Confirm depot load against the planned stock list; variances flagged before departure.

02→

Route

Ordered stop list with customer status, outstanding balance and last-visit notes.

03→

Sell

Build an order from the van's live stock; pricing and promotions resolve on the device.

04→

Deliver

Fulfil pre-orders, capture returns and proof of delivery in one pass.

05→

Collect

Record cash, cheque or digital payment against invoices; receipts generated offline.

06■

Reconcile

End-of-day stock and cash summary, ready for supervisor sign-off.


Supervisor App

Running the Fleet from One Screen

The Supervisor App turns the drivers' activity into a live operational picture: routes in progress, stock on the road, collections against targets and exceptions that need a decision.

Route planningLoad approvalLive route trackingExceptions & overridesStock & cash reconciliationPerformance

Route planning

Assign customers, vans and drivers for the day; the system proposes loads from demand history, the supervisor adjusts and approves.

Live oversight

A route board shows each van’s progress, sales and collections as they happen; exceptions surface as decisions, not reports.

Reconciliation

Driver end-of-day summaries arrive pre-matched against expected stock and cash; the supervisor reviews only the variances.

Key screens
Route Planning
Route Planning
Trip Details
Trip Details
Live Route Board
Live Route Board

Business impact

Successful Adoption

312Active vans
4,847Orders on route
28.6MCollections

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