Industry

Telematics

Company

Geotab

E2E Journey: Enhancing the Notification Template Creation Experience

Key Challenges

The existing web request templates lacked essential features for a seamless integration experience, including key notification methods, robust security, and an intuitive way for users to test their templates. Recognizing these gaps, I took a holistic approach to redesigning the entire E2E experience—expanding the design to include a refreshed landing page point of entry, SMS, text, and email templates, and an easy preview functionality. I prioritized scalability by leveraging and enhancing the Geotab design system, ensuring the solution could evolve with future needs. Additionally, I integrated the experience seamlessly into the platform, allowing users to edit their templates without disrupting their workflow.

User Flow
User Flow
User Flow
Delete Multiple
Delete Multiple
Delete Multiple
Mobile Default
Mobile Default
Mobile Default
Mobile Default
Mobile Default
Mobile Default
Mobile Show Suggested
Mobile Show Suggested
Mobile Show Suggested
Show Suggested
Show Suggested
Show Suggested
Web Request
Web Request
Web Request

Outcomes & Impact

The redesigned E2E experience significantly improved usability, security, and scalability, making it easier for users to create, preview, and integrate notification templates seamlessly. By expanding support for multiple notification methods and refining the user flow, the solution reduced friction in the template creation process. The addition of security features ensured compliance with best practices, while the integration with the broader platform allowed users to manage templates without disrupting their workflow. Overall, this redesign streamlined the experience, enhanced efficiency, and provided a scalable foundation for future growth. ---------- ORIGINAL DESIGN ⬇️

  • Before Landing Page
  • Before Web Request
  • Before Tokens
  • Before Web Request
  • Before Landing Page
  • Before Web Request
  • Before Tokens
  • Before Web Request
  • Before Landing Page
  • Before Web Request
  • Before Tokens
  • Before Web Request