Optimization of driver routines leading to an annual savings of R$ 55 million.

Optimization of driver routines leading to an annual savings of
R$ 55 Million.

Optimization of driver routines leading to an annual savings of
R$ 55 million.

Product

e-Sign

Role

Product designer

Responsibilities

Journey mapping, interviews, MVP building, data analysis (quali/quanti), feature prioritization, and Figma prototyping.

Overview

Logistics company with daily delivery operations to clients, along with financial reporting handled by drivers and assistants.

Challenge

Reduce bottlenecks in the driver journey that prolong the financial closing time at distribution centers.

On the road

I identified two points in the journey that negatively impacted the experience of drivers and analysts, as well as increased operational costs due to the excessive time spent closing financial routines at the distribution centers.

Not all distribution centers have reception areas; therefore, the idea of using monitors at the reception to display each driver's financial status would be limited.

Certainties

Even if the financial status is presented through e-Sign (the driver's app), it is still possible to have queues for validating their respective financial routines.

Supositions

What are the main factors that would lead drivers to form queues at the finance department for validating their routine statuses, even with the status available through e-Sign?

Doubts

Although there was pressure from stakeholders for immediate solutions, I negotiated time to formulate and test our hypothesis quickly. The risk of not reducing time persisted even with our ideal option: adding a feature to e-Sign. This app is designed to encompass the entire routine of drivers, from delivery routes to electronic invoice signatures.

Although there was pressure from stakeholders for immediate solutions, I negotiated time to formulate and test our hypothesis quickly.


The risk of not reducing time persisted even with our ideal option: adding a feature to e-Sign. This app is designed to encompass the entire routine of drivers, from delivery routes to electronic invoice signatures.


"We believe that if the financial status is accessible and reliable, we will reduce the drivers' journey time within the distribution centers."


"We believe that if the financial status is accessible and reliable, we will reduce the drivers' journey time within the distribution centers."


"We believe that if the financial status is accessible and reliable, we will reduce the drivers' journey time within the distribution centers."


"We believe that if the financial status is accessible and reliable, we will reduce the drivers' journey time within the distribution centers."


"We believe that if the financial status is accessible and reliable, we will reduce the drivers' journey time within the distribution centers."

The testing dynamics were planned and structured with the team during a facilitation day, where we defined the metrics, tools, participants, and location for execution. I instructed that our responses via WhatsApp should simulate a "chatbot" to measure the drivers' confidence in a system.

The testing dynamics were planned and structured with the team during a facilitation day, where we defined the metrics, tools, participants, and location for execution.


I instructed that our responses via WhatsApp should simulate a "chatbot" to measure the drivers' confidence in a system.

Driver interaction [1]

After the last delivery, the driver reports the code of their financial routine in the WhatsApp group.

Team check [2]

Manual verification of the code in the system and standardized driver's feedback status.

Status OK/NOK [3]

If the status is OK, the driver is cleared; if not, a visit to the finance department is requested.

Let's measure

We ran our MVP for 10 days with 5 participants from the same distribution center without a reception area and measured the performance of our MVP, considering the following indicators:

  • Accuracy of the status generated for the drivers.

  • Adherence of the drivers to the statuses generated by the system.

Wrapping it up

We measured data accuracy daily, assessing the quality of the statuses shared with the drivers, as well as the daily percentage of drivers who, despite receiving an "OK status," still requested assistance from the finance department.

Accuracy of the generated statuses

100%

Goal

Goal

100%

Achieved

Achieved

Achieved

Key findings

  • Network effect among some drivers when seeing the accuracy of the data, especially how it helped them leave the distribution center earlier.

Driver adherence

75%

Meta

Meta

50%

Achieved

Achieved

Achieved

Key findings

  • Skepticism among drivers regarding the accuracy of the "new system" in the first few days.

  • Misalignment with the finance department.

Accuracy of the generated statuses

100%

Goal

100%

Achieved

Key findings

  • Network effect among some drivers when seeing the accuracy of the data, especially how it helped them leave the distribution center earlier.

Driver adherence

75%

Meta

50%

Achieved

Key findings

  • Skepticism among drivers regarding the accuracy of the "new system" in the first few days.

  • Misalignment with the finance department.

Learnings & Outcomes

Despite initial resistance to the 'chatbot,' sharing its benefits with drivers improved adherence. The main issue was miscommunication about the test with the finance department (our fault), which led drivers with an 'OK status' to face queues.

Outcomes after the test

50%

Automatically

Closed Routines (Brazil)

Automatically

Closed Routines (Brazil)

11min

Reduction of time

drivers at the CD

Reduction of time

drivers at the CD

Reduction of time

drivers at the CD

Reduction of time

drivers at the CD

R$55Mi

Savings from extra time

of drivers at the CD

Savings from extra time of drivers

at the CD

Savings from extra time of

drivers at the CD

The automatic closure of routines (OK/NOK) was gradually integrated into e-Sign and made available to over 5,000 drivers across Brazil. Shortly after the test, I began studying the flow and interface for inclusion in the app, but I eventually left the project.

Interface studies

Interface studies

Considering the MVP learnings, the inclusion of "automatic routine closure" in e-Sign would need to meet the following criteria:

  • Visibility of financial status to avoid unnecessary trips to the finance department.

  • Accuracy of generated data to strengthen trust between the app and the drivers.

  • Enhanced communication to showcase the feature’s benefits and prevent connectivity issues.

Last delivery [1]

The app requests the financial status and returns a message with the status.

CD reception gate [2]

To avoid connectivity issues, the app updates the status upon connecting to the CD Wi-Fi.

Routine Closure [3]

After closing the routine, a message is sent to the driver about the time saved using the feature.

In addition to prioritizing reliability, reinforcing a sense of loss aversion (in terms of time) is a powerful way to ensure that queues at the finance department are no longer an issue. We recognize that human factors, like engagement, ultimately outweigh any technology we deliver.

Além de prezarmos pela confiabilidade, o reforço de aversão a perda (de tempo) é um recurso poderoso para que as filas no departamento financeiro não sejam mais um problema.


Entendendo que o fator humano (engajamento), supera qualquer tecnologia que possamos entregar.

Considering the human factor, it made sense to explore the relationships behind the proposed application using the causal loop. Visualizing the points of opportunities and threats facilitated the study of interactions and the interface of e-Sign for the new feature.

After the exercises, the goal was to test with the drivers and collect qualitative and quantitative data (CES) from each session. The choice to blend research approaches aims to mitigate potential biases based on the results from a single data source.

Touché

Integrated journeys to unlock a potential annual revenue of R$1.8 million.

Touché

Integrated journeys to unlock a potential annual revenue of R$1.8 million.

Touché

Integrated journeys to unlock a potential annual revenue of R$1.8 million.

Touché

Integrated journeys to unlock a potential annual revenue of R$1.8 million.