GEOTAB // Rules Engine
A core component of Geotab’s telematics platform, I led the redesign of the information architecture, user interface, and user experience to improve usability, scalability, and alignment with users’ sustainability, safety, and maintenance goals.
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The Problem
Difficult to use (many customers not able to write rules that deliver value)
No enhancements for 5+ years
Little connection to the rest of the platform
Performance issues causing rules to be turned off
Reprocessing results in data trust and reliability issues due to lack of information around completion process
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The Solution
Enhanced Scalability that meets the growing needs of large fleets managing diverse rule sets
Simplified IA allowing users to navigate between rules creation, editing, and reporting
Improved UX & Consistent Workflows empowering users to define rules tailored to their fleet needs
Streamlined Insights that provide clear reporting and actionable insights tied to rule performance that integrate seamlessly with Geotab’s reports and dashboards
Compliance & Safety Monitoring to help fleets adhere to safety policies and regulations by enforcing rules and alerting to non-compliance
A Collaborative Approach
I fostered a holistic approach to problem-solving by bringing together diverse perspectives and expertise across multiple teams that included Designers, Product Managers, and Developers.
Out with the old
In with the new
A Quick Fix: SMS Alerts
Customers were using email to text notifications as a free SMS gateway. Most North American providers began sunsetting this service, causing customers to no longer receive Geotab’s rule alerts.
To remain competitive and user-focused, we implemented a new customizable SMS workflow to the existing experience.
Another Quick Fix: Rule Limits
An increase in support calls were caused by poorly written rules and the lack of limits on complexity leading to performance problems and manual intervention.
To address these issues, we implemented rule limits, enhanced user education, and incorporated data validation mechanisms.
Measuring Success
Increase Adoption by making the rule engine more intuitive and user-friendly
Optimize System Performance by minimizing unnecessary system load and reducing the frequency of report generation and volume of data reprocessing
Drive Revenue Growth by offering a superior experience to retain existing customers, attract new ones, and reduce churn, while introducing premium features