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Visibility & Planning - Pilot Program
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Introduction
In legacy GE Transportation and Wabtec’s phased approach to building client-specific features, a recurring issue was the lack of direct client input. This often limited our understanding of client needs, as there was no structured process for customer involvement in the development stages.
This project overview focuses on the MVP, or “Vision Statement,” for Train Management, Planning, and Visibility. We’ll cover the UX strategy our team implemented through a Lean Double Diamond workflow within an Agile environment. This approach not only shaped this project but also set a foundational standard for other product teams, demonstrating how close client collaboration can transform legacy logistics tools.
So, what’s the problem?
Our primary clients—Class 1 railroads—are struggling with frequent application delays and manual processes that impact Wabtec’s efficiency and profitability. Operational teams face challenges in dispatching changes related to train visibility and planning, which inhibits the expansion of smart, connected capabilities across the network. The goal of this project is to streamline these processes, reduce operational costs, and ultimately increase profitability for railroads and their clients.
The focus was to create a digitized mobility solution that delivers ownership, flexibility, and efficient time management to support key personas and daily operations.
Core problems addressed:
- Worklists in mobile applications: Creating dynamic A-B scenario planning to streamline workflows.
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Ownership in service plans: Enhancing notification and transparency features, similar to a messaging system, to track and communicate changes effectively.
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Time & effort savings: Minimizing manual processes, such as route-building and event management, by automating tasks for users based on specific roles within the operational workflow.
Responsibilities
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Cross-Functional Collaboration & Client Engagement: Facilitated direct client involvement to capture real needs, set collaborative practices for cross-functional alignment, and guided research/testing to derive actionable insights for improved product functionality.
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Strategic UX Leadership: Led the design process, embedding user-centered design thinking into a logistics-focused industry and establishing a UX framework that aligned with Agile methodologies.
Team members involved
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The project team consisted of (2) UX researchers, (1) principal product designer, (1) senior product designer, (2) product managers, and (2) client representatives.
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Collaborated with architectural and engineering partners to ensure the product’s sustainability, aligning design work closely with technical feasibility and organizational goals.
Timeline & structure summary
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This 9-month pilot program in “Visibility & Planning” followed a 2-week sprint cadence within an Agile framework, (total of 18 sprints).
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MVP Focus: Enhanced train management and planning to improve client engagement and reduce costs.
Skills and tools
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This project required knowledge in managing legacy systems and addressing user pain points like “screen fatigue” and “manual duplications.”
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Tools: Miro for research documentation, Zoom for virtual collaboration and continuous feedback, and Figma for prototyping user flows and scenarios.
Operational Opportunities
Management
Planning
Visibility
Design Thinking Phases
From the formal five stage/service of Design Thinking, we merged a Lean Double Diamond within an Agile process to help structure our approach, this as well being a non-linear process – Empathise, Define (the problem), Ideate, Prototype, and Test / Iterate! All while being able to bring in our customers voice early and during the entire flow of the project length.
Starting off, I knew we had to establish a foundation that would allow for our clients to be an influential voice within three major segments within our process and also be able to help our team understand the job to be done – responsibilities and alignments needed.
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During Discovery – Prescribing time and allocation to allow for customer feedback early to avoid development debt.
- Continuous Learning – Always staying curious and focused on our customers needs and insights.
- During Ideation – Allowing for that much needed real customer insight, narrowing down the direction of the functionality and direction of scope.
In the transportation/logistics ecosystem let’s say design thinking was never seen as the solution or answer to solving complex and unique problems. UX/UI and the services within these skill sets is still a new are of discovery for many of these lifelong transit/logistic business cultures. So, we were facing a large variant of “blockers” from the get-go managing these specific work process took specific levels of change management. 1) How do we get our internal teams to change the way they think. 2) How do we then integrate our clients within the process of discovery and development. 3) How do we then understand that the first idea is not always the best introducing ideation.
So, as we started to uncover all these obstacles – I continued to remind the team that we had to set a basic set of rules when either working with colleagues in or out of our UX teams. So we installed these collaborative and standardized rules as we partnered with cross functional teams and partnered clients: Always be present – Defer our judgements – Encourage wild ideas – Build on the ideas of others – Drive one conversation at a time – Be as visual as possible – Aim for quality – Stay focused on the topic. PS documentation and share outs were key here in our weekly research and discovery sections.
As we continued to deliver on the instrumental layers of research the team had the opportunity to drive many sessions/activities with clients and internal partners to understand our users and define how we could would move forward. – Here is an example of a word association session hosted by the team, which allowed alignment with the groups vision statement and focus on direction for our development blueprint.
Research & Discovery
To align on our teams wants and pain points we open-mindedly approached each problem with the right questions, curious to learn new things with a non-bias towards learning by doing and experimenting within legacy structures and capabilities. Our primary research was documented within digital workboards on weekly virtual sections, where we categorized a working list of functionality gaps.
Insights Captured
We soon started to realize what the legacy experiences were capable of but also what the limitations of the data bridge imposed on the next steps forward, it wasn’t just a visual design swap thing, but very data related.
Fatigue
Duplications
Interactions
Increaseing
our Alignment
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Architecture and Partnership
So we understood the system and structure was not as user friendly, based on the opportunities and current challenges discovered in our research and those within a streamlined experience that a user could use to perform useful tasks via a computer, mobile device, or tablet.
This opened up an opportunity to embed our services with a client’s processes. Developing this unified structure allowed us to include design thinking into the process. Mainly focusing on understand best practices and also develop a new experience that would be used by all.
The UX team established a cross pollination in leading the direction of thought within the internal teams but also established a change in how we develop clear (Why’s & What’s) within the upcoming Roadmap and PI sections.
A screen grab of shared validated user journey
With these external joint sessions in place the vision within our definition and Ideation was starting to take place, with clear and transparent documentation, were we continuously involved our data and architectural engineers to be part of our methodologies and new processes to make sure this new vision could be realized but also be sustainable for other products to carry over as well
Once we had these structures organized, we then started to look at what the legacy would look like on a more simplified field or varied device based on the user. Reminder our legacy use case was handwritten sheets on the job site or manually documented excel spreadsheets which would then be manually written into a MS-DOS application.
Testing the content
Paper
Excel
Mobile
These are two examples of what a digital and paper trail; would look like and act within a digital device.
Based off of these experiments we than expanded the work – “jobs to be done” within the product thinking itself and expanded on Intentionality within its users, with mobile experiences (mCrews) and also used a desktop model as a secondary level for specified users (Clerks – Manager).
Testing the content
The team then took these various examples and started to produce prototypes in an actionable low fidelity formate based on services and interactions from one platform to the other.
Operational
Meets Data
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Then we started to look at the broader MVP (Minimum viable product) how Operational would meet Data – which would start to shape how we would structure the following direction of the products that needed to pass data to and from the Integrated Worklists project sequence.
From here we took the automation in train management “masters” and framed it within our MVP double funnel structure – than weighed it with a ERAF map which provided us with a very efficient analysis to quickly have a holistic view with the change in the service plan system. Analyzing all the touch points – Entities, relationships, attributes and new directions of action to systematically examine and visually represent the attributes and sequences in Service plan destinations at scale.
All this growing the base understanding of how a selected sequence is created – Origins (beginning) – Middle Points – Destinations (end point) at scale in the Worklist environment at time of validation. In return providing a clear business picture for growth in Time and Effort into managing all these customized sequences with large to small locomotive teams.
Scenario A
Scenario B
Scenario C
Together we created these case scenarios based on the structures of selected origin and destination. Each scenario provides us a gradual scale in the customization and complexity to what the movements of a Worklist would need to be a responsive tool for customers. Mapping these routine scenarios allowed our cross functional teams to further understand the settings but also enable our team to start to prototype these movements within a simplified user experience.
We then started to allow our teams to think outside the box with a virtual activity to doubled down on a refined list of references targeted with the same type of actions and notifications (Domino’s pizza trackers + Shop app order in transit + E-commerce styled order trackers = Amazon + Home Depot) these examples would help blueprint our next step to provide interactive design states that would simplify these complex scenarios down to single notifications and actionable tabs.
Simplified
Design Perspectives
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Once we established how these structures made more logical sense to its everyday user-perspectives we were than able to get to prototyping and further delivering on these models and what the user interaction would show us in each use case.
Testing the content
How a route would then be edited in the tracker or visually within global maps.
Finally a lot of this work from a Design perspective is still being tested and putting into use from a design system perspective as we grow our Volt design Libraries but as we continue to expand how users interact with (trackers – Map Routes – complex sequence changes) we will continue to work with our internal and external partners to grow the strategies and services within the evolution of these legacy old experiences and platforms in which they change the landscape of the business and the scale in Design Management / impact on business needs, while making more enjoyable and structured design lead products.
Testing the content
Because Crews and Clerks struggle to dispatch changes in train visibility and planning.
• Inventory Clerks
• Grounds Crew
Additionally, I would like to thank the team of Researchers, Developers, Interaction/Product Designers, Product Managers, and Clients with all the past and ongoing work, as a leader within this group I can now rave over what it is to overcome many legacy established blockers/hurdles. Felt the lows and the highs to what it takes to develop functional frameworks/rituals to introduce design thinking within the landscape of an agile lead organization, but also how sound leadership and structured ROI’s plays a huge role in design and valued product strategy and how small wins equal large payouts in the long run.