How I enhanced VersaFleet’s filter feature and help our clients saving time more efficiently within their daily workflow. By improving the filtering process, users can now bypass repetitive configurations and focus more on monitoring tasks.
Product Design
VersaFleet, Logistic
We have two distinct products, each catering to different users:
Built for operational teams to analyze data, create and assign tasks to drivers, dispatch the drivers and monitor deliveries in real-time
Designed for company drivers to manage their daily tasks, from picking up packages at designated locations to deliveries at their destinations.
Many clients rely on the VersaFleet dashboard daily for planning, dispatching, and monitoring tasks. The volume of tasks varies, some handle 50-100 tasks per day, while others manage 100-500 tasks daily.
To help users efficiently monitor operations, we provide a tabular data view where they can see all tasks in one place. This table includes filtering options, allowing users to quickly find the specific tasks they need to track.
To view data based on specific functions, users can apply filters. So that’s not an issue, right? But…
We've received a lot of feedback from users about the challenges they face when configuring filters. From these feedbacks, we identified two insights.
When users set up filters for their tasks, it typically takes 30-40 seconds to complete. However, if their session expires, they have to redo the entire filtering process upon logging in again.
Takeaways:
Time Waste. Manually reapplying filters every time is inefficient and frustrating. Imagine the time wasted when users have to reconfigure their filters repeatedly throughout the day.
At first, a simple solution came to mind: "Why not just save the filter on the front end, so when the session expires and users log in again, their configuration remains?" It seemed like a quick fix, but…
Since VersaFleet is a SaaS platform, pricing is based on the number of users created per client. For some clients, having separate accounts for each role can be costly. To manage expenses, many choose to share a single account across multiple roles within their company.
Solving this problem might not directly benefit the business, as it caters to clients who share one account across multiple roles. However, we believe that every feedback is valuable. By addressing this issue, we improve our product and create a feature that can attract more clients in the long run.
From the existing flow, I planed to add an option for users to save their recently used filters. This approach ensures a seamless experience while keeping the core filter configuration process unchanged.
For this feature, users need to name their filters so they can easily differentiate and select the right one when reapplying saved filters later.
Once a filter is saved, users can reapply it with just one click after logging in again, even if their session has expired. This eliminates the 30-40 second setup process, making their workflow more efficient and saving valuable time.
I initiated the design to streamline the filtering process, ensuring that clients save time and work more efficiently.
An additional step is introduced after users configure their filters. Now, they have the option to save their filter settings for future use. To ensure clarity, the system requires users to name each saved filter, allowing them to easily differentiate between multiple saved configurations.
As mentioned earlier, some users share one account across multiple roles. To differentiate saved filters, each filter needs a unique name.
Since the only required input is the filter name, the states are divided into three types: Default, Error, and Active. The goal is to keep the process seamless and efficient, ensuring it doesn’t add unnecessary time to the filtering workflow.
With this new feature, the 35-40 second filter reconfiguration process is now reduced to less than 5 seconds. Everything can be done with just one-click access!
This feature is a major success. We got
100% Adoption Rate
87.5% Time Reduction
It has proven to be highly efficient, significantly saving users' time and allowing them to work more effectively. We tested it with several clients, all of whom provided overwhelmingly positive feedback.
As we plan to roll out this feature to all users, we also want to ensure it brings value to the business. To achieve this, we decided to limit the maximum number of saved filters to five per account, considering that most clients have multiple roles sharing the same account.
