How I improved the delivery handoff experience at Roadie Cross-Docks
Results
Redesigned the delivery handoff experience on SmartSort application to allow cross-dock
employees to
verify Roadie drivers and vehicles, track and take actions.
Cross-dock Overview
Roadie Cross-docks are warehouses where incoming packages are sorted into batches and get handed off
to delivery drivers for last-mile delivery within the same day.
Problem
Roadie drivers pickup batched deliveries from cross-docks. Cross-dock employees find it
difficult to
verify and assist drivers during pickup. How can we improve the experience to make
the
handoff
process smooth and efficient?
Currently, cross-dock employees manually verify the drivers by asking drivers for their Driving
License and Auto Insurance. If driver passes verification, a cross-dock employee will share the
assigned batch
information with the driver and allow them to proceed with pickup.
Existing Challenges
Speaking with Cross-Dock Employees, Floor Managers and Operations Manager, I discovered the
following main challenges
Drivers are not who they say they are
Drivers often use accounts of their spouse or a partner.
Drivers have accompanying passengers
Drivers show up with unverified passengers in their vehicle, often kids or pets.
Drivers arrive in smaller vehicles and can’t fit orders
Drivers register bigger vehicles to get accepted on deliveries but show up in
smaller
vehicles.
Cross-dock employees can’t find all driver info
The app is difficult to navigate with too many sections, making it difficult to find
driver profile in the app.
Solution
An improved handoff experience that allows cross-dock employees to verify driver and
driver
vehicle,
provides pickup status and driver ETAs, and take actions such as remove driver.
Redesigned Handoff Page
Verify Driver
Driver Profile
Remove Driver
How the new design helps cross-dock employees
Single list of drivers
The new design shows all drivers in one list replacing multiple pages that caused users to go
back and forth between to find a driver.
All assigned bins in one place
In previous design, it was difficult for user to tell if the driver is assigned multiple bins. The
new design introduces a driver profile page where all assigned bins are shown in one place. User can
also tap into a bin to see further details.
Verify Drivers and Vehicles
Previously, cross-dock employees had to manually verify the driver’s license. The new design
leverages
verified profile pictures to verify driver. It also provides
driver vehicle information, allowing them to take action if drivers show up in smaller vehicles.
Achievements & Takeaways
The updated handoff experience provides cross-dock employees with the necessary tools to operate
efficiently and independently. Verifying driver and vehicle information through the app ensures that
they are interacting with the correct drivers. The simplified navigation makes it easier for
employees to assist drivers during pickup, thereby reducing bottlenecks in warehouses. Providing
estimated arrival times (ETAs) for drivers and the ability to remove drivers from the system reduces
dependency on Support teams, enabling cross-dock employees to work more quickly and minimize delays.
Current Design
Cross-dock employees use SmartSort app to view Driver information. It has three sections
-
Drivers at Pickup, Drivers Arriving Soon, and Matching Driver.
While the existing design does a good job at showing the bins assigned to drivers and
calling out if a bin is ready or not for pickup, there are too many sections that user
needs
to go back and forth between. User cannot also tap to view Bin details. The new handoff
experience tries to overcome these limitations.