Building a Hardworking App for the Trades

 

My Role

Senior User Experience Designer

Project Overview

VIIZR is field service management software powered by Ford and built on Salesforce. It is a SaaS for small businesses in the trades, built to streamline operations. VIIZR features include: connecting the back office to teams in the field, tracking documentation and payments, scheduling appointments, and communicating with customers.

 

Product Growth

My work at Ford began as a Product Growth Designer. Our team focused on researching and testing future product features. I led research projects — long-form foundational interviews, unmoderated usability studies. Research findings became the fuel for user flows, product designs, and feature enhancements.

UX Design & Strategy

My role shifted to Senior User Experience Designer. I led a team of four designers across desktop and mobile products. I collaborated with the Customer Success team on research with beta customers. I worked in Agile cycles with development teams to deliver user flows and final designs that work within the technical limitations. I worked closely with the Product Owner and Program Managers to define strategy for both desktop and mobile products.

My contributions were key in taking the product from early concepts to MVP to Beta launch.

Let’s Get Together

I’d love to tell you in much more detail about my work at Ford. Please reach out for a rundown of this project.


Design

Platform Limitations Breed Creativity

  • User journeys

  • User flows

  • Wireframes

  • Prototypes

  • High fidelity designs

  • Stakeholder presentations

The design team at VIIZR faced two distinct challenges between desktop and mobile products.

The platform that VIIZR is built upon is Salesforce. When designing features for the desktop product the challenge for designers is working within a large, mature design system. This project was an exercise in creativity through constraints. 

Designing the mobile product was on the opposite end of the spectrum. The look and feel was open, green field. I led the design team from flows and wireframes to final designs and documentation.


User Research

Shocking Findings & Unclogging our Creative Process

  • Early concept testing

  • Long-form interviews

  • Usability studies

  • Unmoderated prototype testing

  • Beta feedback calls

Research is important to me as a design leader. It gives focus to any discussion or tough design decision

On the VIIZR project learning from business owners of small businesses in the trades or technicians in the field (think electricians and plumbers) was an essential part of our design process. Getting their feedback on the product and how its features might fit in to their work day often surprised us and always pointed us in the right direction. I led dozens of research projects for desktop and mobile sharing findings to leadership, stakeholders, and the full team.


Cross-Functional Communication

How Did I Get Here?

  • Information architecture

  • Platform and technical requirements

  • Jira stories

  • Documentation

  • Project planning

  • Daily stand ups

I found myself in an unexpected position, being the hub of communication between two development teams, customer experience leads, program managers, and of course designers. Keeping our users’ needs in mind, I was able to successfully keep the project headed in the right direction: on-time designs, effective research, focused requirements calls, happy stakeholders.