Numerex iManage is a SaaS Big Data & Predictive Analytics Solution. It allows manufacturing companies to increase visibility in its supply chain by identifying optimal product deployment and leverages that information to provide advanced data analytics.

It manages machine-to machine (M2M) including tracking devices with location reporting by wireless network connectivity (IoT), and a cloud-based application.

  • Headquartered in Atlanta, GA.
  • Yearly revenue of $94 million.
  • Over 8000 comercial customers.
  • 2.4 million subscribers.
YEAR
2015-2016
COUNTRY
USA
SERVICES
UI-UX Design
INDUSTRY
Logistics
AGENCY
Moove-IT
—DEVICES
Tablet
Notebook
Desktop
—TOOLS
Slack
Drive Suite
Zepelin
Invision
Sketch
Illustrator
PRODUCT AND PLANNING

NUMEREX - iManage
Industry-leading manufacturing companies engage multiple suppliers to regularly ship containers to various locations. In order to keep the supply chain working smoothly and without delays, Numerex iManage places tracking devices on shipping containers to collect data from their locations and generate reports for managers. At the same time, the customer has access to tools that support long-life device management, a flexible system configuration to match their enterprise business rules, metrics, and management. Battery life is also managed efficiently based on individual device load.

WHY THIS IS IMPORTANT
If the supply chain is delayed, finished product shipments will be affected, causing significant operational and production costs, thus reducing margins and revenue.
iManage allows companies to better allocate resources, increase production efficiency and prevents unnecessary acquisition of inventory, carrying costs, and expediting expenses.

THE GOAL
Numerex tasked my team with designing and developing new features which would allow the cloud-based application to generate real time-reports, alerts, notifications, customized views, and advanced data analytics dashboards that helped managers perform daily tasks better.

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WHAT - Indicators of Success
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HOW - Stories
  • Reduce resolution time for urgent issues.
  • Allow alerts, and notifications via email and SMS text to inform stakeholders of critical changes that may require immediate attention.
  • Highlight information that is key for decisions markers.
  • Provide custom dashboards with data analytics and clear data visualizations.
  • Optimize performance for mobile devices.
  • Develop a responsive website with Mobile optimization.
  • Make it flexible and scalable for the future.
  • Design an architecture and navigation that allows new features and sections.
  • Increase reported user satisfaction.
  • Communicate directly with managers and employees.

OUR TEAM
1 Client Stakeholder, 1 Product Owner, 1 UI-UX Designer (Myself), 4 Developers.

MY ROLE

  • Collaborated directly with the Project Manager and Client Stakeholders.
  • Interpreted the client and user feedback into actionable stories.
  • Made a functional prototype to validate the project scope and functionalities.
  • Lead the development team on the re-design of the platform architecture.
  • Delivered UI assets, assisting the team of developers on the implementation.
  • Reported directly to our client stakeholder.

THE CHALLENGE
The Numerex application grew over time, adding new features and sections of the sitemap. This organic growth was understandable for employees who had been working with the product for several years, but it created a complex learning curve for new employees.

With the new required features, the current architecture of the application could no longer scale up without compromising the user performance. Working with Numerex presented me with a very complex challenge: understanding the information architecture and how single pieces of data relate to each other within different levels of the sitemap. By researching various possibilities, my team and I articulated a solution that restructured the whole app's navigation.

ORIGINAL NUMEREX IMANAGE APP

THE PROCESS
The Project Manager, our Client Stakeholder ,and I had various meetings to define the business goal as well as success indicators, groom the backlog, prioritize tasks, and define the roadmap.

RESEARCH PHASE

RESEARCH - USER PERSONAS
The Client Stakeholder gathered feedback to help me identify the user personas (Manager and Supervisor) and together we mapped out the most common user journeys and their top pain points. Our team had to understand the different combinations of reports that managers would export to later provide custom modifications for each company.

Our biggest goal was to be able to provide clear-cut data analytics, presented in an easy-to-understand data visualization that highlights alerts, and important messages.
Simplifying this would facilitate the reduction of costs and overall time spent generating and exporting reports.

GROUPS OF INFORMATION

INFORMATION ARCHITECTURE

SITEMAP REDESIGN
To understand what would be the most comfortable taxonomy for current users, and the one that would have the most logic for new employees, I performed a sitemap and architecture study which differentiated  several levels:

  • Information which is organized by affinity groups and needs to be accessed quickly from the main navigation menu.
  • Information that needs to be to seen in manager reports (Blue Group).
  • Dynamic information frequently used by employees (Orange Group).
  • Information that is repeated between several groups. This last group requires the code to be treated as a component, so that if the design of the element must change, the change is automatically performed in all elements of the same type.
DESIGN PHASE

WIREFRAMES
Designing the application wireframes in black and white while using UI templates, allowed me to iterate and quickly validate that the most important pieces of information were present. This process started relevant conversations considering the feedback of the developers, the client stakeholder, and the customer needs. As a result of the wireframe, a prototype was created to understand the navigation and functionality of each element.

All Wireframes were designed with four breakpoints in mind: TV for corporate presentations, Desktop for Managers, and Tablet and Mobile for Employees in the field.

INTERACTION DESIGN
Once the new architecture was defined (UX), I created a detailed documentation to explain the new user journeys. Adding specific comments to each user interface elements (UI) this documentation describes each element’s interaction (IxD). This document was the end result of several conversations and iterations with the development team over Slack and InVision.

INTERFACE
The user interface was built based on Atomic Design. This helped our team work faster and in a more organized fashion when fixing and recreating new designs.  

  • Atoms: single elements of the UI documented on the Design System.
  • Molecules: Groups of information (e.g., Device ID).
  • Organisms: Groups of Molecules (e.g., All Devices).
  • Templates: Groups of Molecules repeated across various pages. (e.g., All Devices with Low Battery).
  • Pages: Sets of templates required by all types of users. (e.g., Devices Overview, with all their forming attributes).

DESIGN SYSTEM
As Numerex is an established company, they already have some branding principles. Despite the fact that these guidelines were not documented officially, part of my job was to collect this information and document the Design System. My job required me to:

  • Choose the color pallete.
  • Draw the Icons, and Illustrations.  
  • Document all User Interface elements.
  • Define the CSS Stylesheet Library.
  • Document and export assets in folders that were shared with the Development team.
  • Assist the team in technical difficulties and collaborate with the definition of style guides and libraries used.
THE RESULT
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Data Analysis
  • ✓ NEW data visualization dashboard that highlights important information.

    ✓ Focus on real-time data visualization.
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Custom Alerts & Reports
  • ✓ NEW alerts, flags, and maintenance features
  • ✓ MORE filters to dive and export data in a fastest way.
  • ✓ NEW way to export of custom reports.
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Scalability
  • ✓ The NEW architecture enables easier access to key information.

    ✓ Reduced number of steps need to navigate different levels of information.
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Responsive
  • ✓ Optimized for responsive platforms TV, Desktop, Tablet, and Mobile.

    ✓ Documented the Design System.
THE IMPACT
SCALABLE AND FLEXIBLE NEW ARCHITECTURE

NEW NAVIGATION
WITH 6 NEW PAGES

REDUCED RESOLUTION TIME FOR URGENT ISSUES

ALERTS AND WARNINGS

INCREASE REPORTED USER SATISFACTION

3X FASTER WAY OF DIVING DATA

HIGHLIGHT KEY INFORMATION

REAL-TIME DATA VISUALIZATION
DASHBOARD

RESPONSIVE OPTIMIZATION

3 NEW DEVICES

FINAL THOUGHTS

NEXT STEPS - MEASURE MORE
During this entire process, the Numerex team did not have an analytics solution that allowed my team to measure and compare the impact of our work.

Things I would track in the future:

ACKNOWLEDGEMENTS

Special thanks to Gabriel Fagundez, BJ Allen, and our team of Engineers and Developers, for all their support, feedback and trust.

 🧡 THANK YOU FOR YOUR TIME