Crown InfoLink Admin Tool

2015–2016

2015–2016

Crown Equipment's InfoLink platform is
a tool that monitors forklift health, operator activity, and provides management with vital data about an operation's safety and productivity. The enterprise 
InfoLink software needed an overhaul. The first task was redesigning the site’s IA and updating administrator tools for easy onboarding.

Crown Equipment's InfoLink platform is
a tool that monitors forklift health, operator activity, and provides management with vital data about an operation's safety and productivity. The enterprise 
InfoLink software needed an overhaul. The first task was redesigning the site’s IA and updating administrator tools for easy onboarding.

Crown Equipment's InfoLink platform is a tool that monitors forklift health, operator activity, and provides management with vital data about an operation's safety and productivity. The enterprise InfoLink software needed an overhaul. The first task was redesigning the site’s IA and updating administrator tools for easy onboarding.

Thumbails_Crown-centered-01
role

information architect
interaction designer
visual designer

information architect
interaction designer
visual designer

objective
objective

Restructure the information architecture of the InfoLink software. Redesign the administration tools within InfoLink in a responsive format with an updated visual language.

Restructure the information architecture of the InfoLink software. Redesign the administration tools within InfoLink in a responsive format with an updated visual language.

Background

Background

Background

Background

Crown is an internationally renowned lift truck manufacturer.
Designing quality, safe, and innovative trucks is in the company’s DNA. Forklifts and the operators who drive them are what make warehouses run, fueling industry, business growth, and ultimately revenue. For Crown, making software is about making a user’s experience with trucks better.

InfoLink enhances a customer’s experience using Crown lift trucks.
The software monitors forklift health and operator activity to provide users with data concerning the operation’s compliance, productivity, safety, impacts, utilization, and energy. The enterprise version of InfoLink was not responsive and visually outdated.

Crown is an internationally renowned lift truck manufacturer. Designing quality, safe, and innovative trucks is in the company’s DNA. Forklifts and the operators who drive them are what make warehouses run, fueling industry, business growth, and ultimately revenue. For Crown, making software is about making a user’s experience with trucks better.

InfoLink enhances a customer’s experience using Crown lift trucks. The software monitors forklift health and operator activity to provide users with data concerning the operation’s compliance, productivity, safety, impacts, utilization, and energy. The enterprise version of InfoLink was not responsive and visually outdated.

Crown is an internationally renowned lift truck manufacturer.
Designing quality, safe, and innovative trucks is in the company’s DNA. Forklifts and the operators who drive them are what make warehouses run, fueling industry, business growth, and ultimately revenue. For Crown, making software is about making a user’s experience with trucks better.

InfoLink enhances a customer’s experience using Crown lift trucks.
The software monitors forklift health and operator activity to provide users with data concerning the operation’s compliance, productivity, safety, impacts, utilization, and energy. The enterprise version of InfoLink was not responsive and visually outdated.

Crown is an internationally renowned lift truck manufacturer.
Designing quality, safe, and innovative trucks is in the company’s DNA. Forklifts and the operators who drive them are what make warehouses run, fueling industry, business growth, and ultimately revenue. For Crown, making software is about making a user’s experience with trucks better.

InfoLink enhances a customer’s experience using Crown lift trucks.
The software monitors forklift health and operator activity to provide users with data concerning the operation’s compliance, productivity, safety, impacts, utilization, and energy. The enterprise version of InfoLink was not responsive and visually outdated.

Crown is an internationally renowned lift truck manufacturer. Designing quality, safe, and innovative trucks is in the company’s DNA. Forklifts and the operators who drive them are what make warehouses run, fueling industry, business growth, and ultimately revenue. For Crown, making software is about making a user’s experience with trucks better.

InfoLink enhances a customer’s experience using Crown lift trucks. The software monitors forklift health and operator activity to provide users with data concerning the operation’s compliance, productivity, safety, impacts, utilization, and energy. The enterprise version of InfoLink was not responsive and visually outdated.

forklift-02

The Challenge

The next generation of the InfoLink product needed to be a cloud-based, responsive design that would provide deeper data insights and an improved user experience. Before management can track anything in the system, administrators must be able to create operator profiles in the system and grant them access to trucks. An initial task in redesigning InfoLink was reworking the site’s information architecture and guiding administrators through the user and truck setup processes.

The next generation of the InfoLink product needed to be a cloud-based, responsive design that would provide deeper data insights and an improved user experience. Before management can track anything in the system, administrators must be able to create operator profiles in the system and grant them access to trucks. An initial task in redesigning InfoLink was reworking the site’s information architecture and guiding administrators through the user and truck setup processes.

The next generation of the InfoLink product needed to be a cloud-based, responsive design that would provide deeper data insights and an improved user experience. Before management can track anything in the system, administrators must be able to create operator profiles in the system and grant them access to trucks. An initial task in redesigning InfoLink was reworking the site’s information architecture and guiding administrators through the user and truck setup processes.

The Process

As the lead UX designer on the project, my responsibilities included taking part in requirements gathering, determining task flows, iterative prototyping, testing, and creating detailed documentation.

As the lead UX designer on the project, my responsibilities included taking part in requirements gathering, determining task flows, iterative prototyping, testing, and creating detailed documentation.

As the lead UX designer on the project, my responsibilities included taking part in requirements gathering, determining task flows, iterative prototyping, testing, and creating detailed documentation.

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CurrentIL-01

Current State Analysis

The enterprise InfoLink settings were complicated, confusing, and inconsistent. In addition to a four-tiered navigation structure, the pages themselves did not follow consistent patterns, and behaved in unexpected ways. First, I analyzed the information architecture of the user management portion of InfoLink and explored what admin users were thinking, feeling, and doing during each step to capture pain points.

The enterprise InfoLink settings were complicated, confusing, and inconsistent. In addition to a four-tiered navigation structure, the pages themselves did not follow consistent patterns, and behaved in unexpected ways. First, I analyzed the information architecture of the user management portion of InfoLink and explored what admin users were thinking, feeling, and doing during each step to capture pain points.

The enterprise InfoLink settings were complicated, confusing, and inconsistent. In addition to a four-tiered navigation structure, the pages themselves did not follow consistent patterns, and behaved in unexpected ways. First, I analyzed the information architecture of the user management portion of InfoLink and explored what admin users were thinking, feeling, and doing during each step to capture pain points.

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UserCreationFlow-16

Understanding Users & Task Analysis

Understanding Users & Task Analysis

Understanding Users & Task Analysis

As part of the discovery process, our UX research team visited customers to get an understanding of their team's makeup and the tasks that each team member completed throughout their day, specifically within InfoLink. We broke down roles and tasks associated with InfoLink and used a card sort activity to learn which team members were assigned to which roles, and how frequently the tasks were completed. This helped us gather valuable insights about each of our user types and compare against the identified pain points.

As part of the discovery process, our UX research team visited customers to get an understanding of their team's makeup and the tasks that each team member completed throughout their day, specifically within InfoLink. We broke down roles and tasks associated with InfoLink and used a card sort activity to learn which team members were assigned to which roles, and how frequently the tasks were completed. This helped us gather valuable insights about each of our user types and compare against the identified pain points.

As part of the discovery process, our UX research team visited customers to get an understanding of their team's makeup and the tasks that each team member completed throughout their day, specifically within InfoLink. We broke down roles and tasks associated with InfoLink and used a card sort activity to learn which team members were assigned to which roles, and how frequently the tasks were completed. This helped us gather valuable insights about each of our user types and compare against the identified pain points.

UserResearch-14
UserResearch-34
UserResearch-35

Designing a New Architecture

Designing a New Architecture

Cleaning up the existing sitemap was the first step to redesigning the management functions within InfoLink. After gathering and prioritizing business requirements, I collaborated with the team to create a sitemap for the admin features. With a clean and concise site structure, I was then able to focus on designing the setup flow within each section of the admin/settings tool.

Cleaning up the existing sitemap was the first step to redesigning the management functions within InfoLink. After gathering and prioritizing business requirements, I collaborated with the team to create a sitemap for the admin features. With a clean and concise site structure, I was then able to focus on designing the setup flow within each section of the admin/settings tool.

Cleaning up the existing sitemap was the first step to redesigning the management functions within InfoLink. After gathering and prioritizing business requirements, I collaborated with the team to create a sitemap for the admin features. With a clean and concise site structure, I was then able to focus on designing the setup flow within each section of the admin/settings tool.

AdminSiteMap

User Creation Wireframes

User Creation Wireframes

The process of creating a user in InfoLink was a frustrating endeavor. Without clear steps and consistent patterns, admins found the user setup process to be lengthy and difficult. In this phase of the design process, I began wireframing new, streamlined flows for creating a user in the system. I explored and vetted several directions before landing on a final design.

The process of creating a user in InfoLink was a frustrating endeavor. Without clear steps and consistent patterns, admins found the user setup process to be lengthy and difficult. In this phase of the design process, I began wireframing new, streamlined flows for creating a user in the system. I explored and vetted several directions before landing on a final design.

The process of creating a user in InfoLink was a frustrating endeavor. Without clear steps and consistent patterns, admins found the user setup process to be lengthy and difficult. In this phase of the design process, I began wireframing new, streamlined flows for creating a user in the system. I explored and vetted several directions before landing on a final design.

Notes
Sketches
Wireframes-19

Creating a Visual Language

Creating a Visual Language

After finalizing and testing the new flows for the user and truck setup process, I began designing the interface components for InfoLink and documenting them for the development team.

After finalizing and testing the new flows for the user and truck setup process, I began designing the interface components for InfoLink and documenting them for the development team.

After finalizing and testing the new flows for the user and truck setup process, I began designing the interface components for InfoLink and documenting them for the development team.

UIElements-20

Design Solution

FinalDesigns-22
Designs-21

Implementation

Working on an agile team in two week sprints, I assisted business analysts in the creation of user stories and documented the designs for the InfoLink admin tools. I audited the product and worked with developers to ensure design intent was being met.

Working on an agile team in two week sprints, I assisted business analysts in the creation of user stories and documented the designs for the InfoLink admin tools. I audited the product and worked with developers to ensure design intent was being met.

Working on an agile team in two week sprints, I assisted business analysts in the creation of user stories and documented the designs for the InfoLink admin tools. I audited the product and worked with developers to ensure design intent was being met.

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