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Caterpillar Work Order Redesign

Project Overview

Timeline: Sept 2022 - Nov 2022
Role: UX Designer

Device Type: Desktop/Laptop (Website)

Members: Maddox Binder (UX), Ethan Nelson (UX), Jack Weaver (UX)

What is it?

Our group redesigned the Work Order (WO) process for Caterpillar employees when a client needs their machine to be worked on. This project was a challenge to see which team (4 teams) could create the best product.

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Programs Used
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Overview of the Project (4 parts)

1

Problem Statement

Caterpillar employees have several calls received daily from customers who need their machine to have maintenance completed. Due to the amount of machine information that needs to be filled in on the form while on the phone with the customer, it can be a lengthy process. The challenge was to design a process that can get the most amount of information in the shortest amount of time. 

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2

Goals

Main Project Goal

Reduce the amount of time needed in order to fully complete a work order

Breaking Down the Main Goal

  • Organize information accordingly

  • Reduce cognitive overload

  • Cut down time by 50%

3

Design Process

The main focus of this challenge was the screen designs as there was a lot of information to gather and group accordingly. Each week our team met with a Caterpillar employee gaining new details about the project (target audience, requested features, project goals, and reviews on the designs).

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Since there was a short amount of time given and other projects being assigned along the way, our team only finished

  • High-Fidelity Screens

  • User Tests

Final Screen Designs

High-Fidelity Screen Designs

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Documents

Project Description, Goals, Target Audience, Tools Needed

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4

Conclusion

Over the course of the 3 months, many iterations were made to these designs in search of the right one. During user testing, users were fond of the designs as it was simple to use and took little time to complete. After testing, more iterations were made and then the final design was presented to Caterpillar officials (Stakeholders and Managers) at the Caterpillar office located in Peoria, IL. 

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