Ethan Nelson
Caterpillar: UX Challenge
Case Study
Background
From September to November of 2022, I participated in a UX challenge. I worked with two other UX designers and a Caterpillar liaison. We were tasked with designing an internal system that tracks repair work orders.
Identify
Before the challenge began we worked to fully understand the scope and goals of the project. We were given plenty of room for creative solutions so understanding every angle of the project was needed to design the system well. For the first sprint of the project, we identified the users, user goals, and what information was needed for different work orders.
We started to design the workflow of the user making sure to enable the user to know the status of each work order. With a basic structure of logistics finished we started to research more into what was needed to make our design stand out.
Research
We talked to people who are in adjacent careers and spoke about the repair system they used in their field and how it could be made easier. From the information we received, we altered our user flow to include some input from the customers receiving the repairs.
Customers preferred to call or email their scheduled repairs but the person of contact would sometimes be different from the owner of the machine. Knowing this information we included an option for several contacts to be had for different machines.
Design
Once we updated our user flow we started designing a low-fidelity system in Figma. While designing for low-fidelity we added broadened capabilities of the system by enabling a feature for repeat customers to have their machines saved under their company name or contact name.
Once down with the low-fidelity design was finished we started the high fidelity. While we designed we stayed consistent with the design system that Caterpillar utilizes. We then prototyped the design allowing us to begin the user tests.
User Testing
As the challenge came to an end we did 3 rounds of user testing with Caterpillar employees. During tests, we discovered some issues with communication tasks but with quick adjustments the prototype and final design were finished.
Hand - off
