Project: OTG Nonprofit Transportation Providers

Background

OTG’s CRM system facilitates seamless coordination of rides for clients using multiple transportation providers such as Uber, Lyft, and other local services. The project aimed to streamline the user experience and enhance functionality, ensuring that partners could efficiently manage and deploy transportation services for their clients.

Key Features and Improvements

Enhanced User Interface:

• Redesigned the dashboard for intuitive navigation.
• Simplified user flows for booking and managing rides.
• Introduced real-time notifications for ride statuses and updates.

Geographical Restrictions:

• Implemented geographical restrictions based on zip codes.
• Designed shape map import feature to visually define service areas and limitations.
• Enabled customization of service zones for different transportation providers.

Integration with Transportation Providers:

• Seamlessly integrated APIs for Uber, Lyft, and other providers.
• Automated ride scheduling and dispatching based on client needs and availability.
• Provided a unified platform for tracking and managing rides across different services.

Partner Management:

• Developed tools for partners to manage their client accounts and transportation needs.
• Enabled detailed reporting and analytics for partners to track performance and usage.
• Improved communication channels between partners and clients.

Collaboration and Process

As the UI/UX designer, I collaborated closely with the project manager to understand the specific needs and challenges of OTG’s partners.Our design process included:

Wireframing & Prototyping:

• Created wireframes to test flow.
• Developed interactive prototypes.

Design & Iteration:

• Applied user feedback to refine designs.
• Worked iteratively with the project manager.

Final thoughts

This project highlights the importance of user-centric design and the value of close collaboration between design, and management to deliver a functional and user-friendly CRM system for OTG's transportation provider partners.