Building a B2B supply chain management platform that improved operational efficiency by 70% and projected to increase business revenue by 3x.

Team
2 UX Designers
2 UX Researchers
1 Product Owner
1 Developer
Stakeholders
Responsibilities
I focused on the Research, UX strategy, IA, workflow design and testing. Delivered high-fidelity wireframes to the developers and client.
Client

My Role
UX Designer

Timeline
Sep '24 - April '25
The Solution
Understanding the Role of Supply Chains in Landcare
Supply chains are the backbone of the landscaping industry.. but most operations are still managed manually, leading to delays, inefficiencies, and lost revenue.
Landcare work spans daily services like mowing, landscaping, irrigation, tree care, and snow removal, all dependent on materials, crews, and equipment arriving on time. A minor disruption in any of these areas can trigger delays, increase costs, and jeopardize project timelines.
Success for this project was defined by three goals:

Streamline daily operations through automation.

Enable proactive planning with real-time insights.

Drive efficiency and revenue growth with smarter decision-making.
Secondary Research
Goal-setting with client



Automation- Where and What?
Before exploring automation solutions, I first aimed to understand which tasks or processes could be addressed early to make the most immediate impact.
I observed and interviewed supervisors in-office and field workers on-site, and ran a survey gathering crucial qualitative and quantitative data on their daily challenges. Combining field research with survey data, I identified the pain points that frustrated teams and disrupted workflows.
48 Survey Responses
18+ hrs Field Observations
Contextual Inquiry
Affinity Mapping (45+ data points)
Identified Problems
The parts that impacted effeciency the most were:
01 Fragmented task coordination and scheduling
• 80% supervisors had no real-time visibility into project progress.
• Juggling spreadsheets, texts, and calls to track crews and projects.
• 34/48 businesses relied on spreadsheets/whiteboards for scheduling.
02 Inefficient Routing was a hidden cost
• Supervisors manually map out routes, weighing revenue, location proximity, and job priority.
• Supervisor- “I spend 1-2 hours every day planning routes.”
03 Inventory and fleet were a black box
• Supervisors manually count tools in storage rooms and often discovered shortages too late.
• Vehicle availability was unclear, leaving crews delayed
Hence our challenge was,
How Might We build a smart, centralized platform that reduces operational losses and increases efficiency across field?
Ideation
To define the MVP, we priortized high-impact features that not only addressed key user needs but also provided valuable foundation for future development.
I collaborated with researchers, PM and developer to create a priortization matrix ensuring technical feasibility, viability and desirability.
Feature Priortization
Brainstorming

Designers
Developers

Researchers
PM
Design and Principles
This all came together in FieldOps - a unified platform built with one rule in mind: every design decision had to solve a real pain point, giving supervisors clarity, crews direction, and the business measurable efficiency.
01
Designing for Clarity and Control
Because supervisors manage dozens of moving parts, the dashboard provides clear overview of projects and crews, surface risks at a glance, and give crew members instant clarity on their tasks.

FieldOps
Dashboard
Projects
Inventory
Routes
Fleet Management
Crew Management
Report
Messages


Reducing Cognitive Load
Color-coded status indicators make risks and delays instantly visible helping supervisors act faster.
Delayed projects surface contextual AI-recommended actions to resolve issues.
Showing vehicle's avaibility at a glance helps supervisors allocate trucks without endless calls.
Actionable Dashboard
utilized a conspicious colour for better visibility
overdue tasks flagged in red, minimizing missed deadlines.
Auto-scheduling crews based on availability and qualifications


Add Project
Project Name
Oakridge Front Lawn
Assign crew



Jose
Ferza’s Team
ADD
All Tasks Involved
Irrigation
Mulching
Weeding
Route
Irrigation
Location
Address
City
Zip Code
Appointment Date
Nov 14, 2021
Create Project
Recognition rather than recall
Project cards give supervisors everything they need at a glance (progress, status, and key updates) so they can focus on decisions instead of trying to remember the details.
filters let supervisors quickly view only what matters
crews will receive the schedule instantly on their phone


Equipment needed
Report Issue
Lawn Mower x 2
Leaf blower x 1
String trimmer x 3
Hand pruners x 2
Safety gear (gloves, goggles, helmet)
⏳
John Smith Residential Frontyard





402 West New York Street
Indianapolis, Indiana, 46705
9:00 AM - 2:00 PM
View Tasks

Pickup Truck
Ford F150
Fuel: 75%
Fitts's Law
Applied in the tasks list and action buttons by keeping frequently used actions (start, pause etc.,) large and within easy reach, so field workers can update status quickly.
Proximity Principle
Used in grouping tasks by site and equipment with fleet assignment, so crews see related information together, making planning and execution faster.
quick clock-in/ clock-out access
Work summary builds motivation through visible progress.
all tools loaded into the right vehicle, no missed equipment, no wasted trips.
see the entire day’s plan upfront, no confusion about where to go next
AI task prioritization → tasks ordered with details so crews don’t have to guess what’s next.
Select a project to view details
Drill down into assigned tasks
Project & Task Assignment
02
Designing for Efficiency on the Move
Supervisors can assign optimized routes with real-time traffic and crew availability, cutting delays and fuel costs. Crews start the day with clarity and more predictable workdays.
Route Optimization



route optimization algorithms dynamically adjust routes on factors like traffic conditions, road closures, and new service requests
assigns/suggests crews based on factors such as availability, geographic proximity to the job site, skill level, and equipment needed for the task.
crews can access their multi-stop routes
calculates the quickest and most efficient order based on priority, revenue impact, and deadlines.
Optimized for the shortest route to save time and fuel.
03
Designing for Visibility
A unified view of fleet and inventory helps supervisors spot gaps early and prevent delays. Live updates and shortage alerts keep operations running smoothly.
Inventory Management

Fleet Management

Other screens