Ford ‧ Conversion Platform

2021

Ford-logo-fill

Opportunity

Commercial vehicles are the main source of revenue for Ford in Europe.

Many of those vehicles must be converted to different needs; refrigerated vans, racking solutions, lifting equipment, and others.

The conversions specifications were captured by Ford dealers, through phone and email, then shared with the converters, making it difficult for everyone to keep track of different orders, and to see what status they were in.


Goals

Create a commercial vehicle platform for Ford to increase sales of commercial vehicles and simplify the process to convert a vehicle.

ford-racks

Ford Transit Connect with a racking system installed

Team

The design team consisted of 5 designers, that collaborated at different stages of the process. In total, we were around 25 people working on this project.


My Tasks

As UX Manager for this project, I led the experience strategy and design for the new Ford commercial conversion platform. I ensured that there was a balance between the needs of the business and users (customers, dealers, and converters).

I also oversaw the research; workshops, interviews and usability testing sessions, and took care that the outcome was up to the quality expectations we, and the client had.


User Types

The platform is meant to be used by:

  • Customers that require conversion of their new commercial vehicle
  • Dealers that will manage the orders
  • Converters that will adapt the vehicle to the customer requirements


Personas
 

Persona-Emily-1
Persona-Tony
Persona-Nick-1

Workshops

I led the team in conducting a series of workshops with the stakeholders to be able to identify the needs, blockers, and opportunities.

From those workshops, we were able to define what would be the necessary features for each user type, the steps from when a request is created until a converted vehicle is delivered to the client, and the overall process. 

Key-Findings

Notes from workshops

User Flows

From the workshops we got the necessary information to be able to create the different user flows, when using the app.

Ford-CCP-customer-flow-1

One of the user flows created

Interviews and usability testing

A series of remote user interviews and usability tests were done, with each type of user: customers, dealers, and converters.

Various valuable insights came from those, which were implemented in the design.


user-testing-nick-stubbington


Screen capture of one of the recorded sessions with a commercial conversion manager

UT-insights


Comments from the interviews

Components

Based on Ford's visual identity used in its digital products, we started creating the main components in Figma while working on the concepts. This allowed us to move faster as the project progressed as many of those components were used in multiple screens of the project. 

Creating those components early on also ensured consistency across the project.

Ford-CCP-Components

Designs

The initial focus was to release on desktop and tablet based on the current usage, having a mobile version to be developed in the future.

 

Sign in

Sign-In

Dashboard showing conversion requests

1.1.01-Customer-Dashboard

New conversion request flow

1.1.02-Customer-New-Request-Conversion-type
1.1.03-Customer-New-Request-Vehicle-details
1.1.06-Customer-New-Request-Conversion-Details
1.1.07b-Customer-New-Request-Select-dealer
1.1.08-Customer-New-Request-Review-and-submit

Final thoughts

Leading the design for the conversion platform project was challenging as there were many different parts involved, also it's a product that serves three types of very different user needs.

Although it was challenging, it was also really rewarding to see it come together in a short period, while seeing the team thrive, and do the best to deliver.

 

Vehicles

Isaac Vigil © 2023