COSCO SPEC 3 APPs

COSCO SPEC 3 APPs

JUN 2022 - SEP 2022

Platform

APP

Service

Design Consulting

Domain

Sea Freight

Location

China (Guangzhou)

The client is dedicated to the operations and management of more than 100 vessels. The scale of this specialized shipping fleet ranks it as the largest in the world.

They are looking for a partner to design 3 brand-new APPs, for their clients, suppliers, and employee based on their 3 corresponding systems on PC, which is designed by their business team and was not been launched yet.

To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views of the client.

Scope and mission

  1. Explore the out-of-office scenarios which have not been well-covered by the system on PC and include them in the APP.

  2. Verify if the design of the PC version is rational while designing the corresponding APP.

  3. Encourage their employee, clients, and suppliers to migrate their work from the offline process to the system and engage more potential users to use the product.

Challenge

  • Multi-vendor environment

    Our team only takes charge of UX and interaction design in this project, the rest are handled by a UI agency and developer team. Each of us has a different mission and sometimes it conflicts.

  • Uncleared product strategy

    1. The strategic difference between websites and APPs are not cleared, so we spent a lot of time discovering the product positioning between the two platforms.

    2. The client only has a general goal, but they are not clear what milestone they have to achieve.

  • Change the working habit

    The sea freight industry has a long history and they already have a rooted way of working since several decades ago. It's not easy to convince them to migrate their daily work online.

Contribution

  • User interview and ideation

    Host several user interviews to uncover insights and translate concepts into features.

  • Workshop facilitation

    Facilitated several workshops with other designers to get the client's visions and understand their requirements.

  • Wireframe and prototypes

    Created wireframes and prototypes to share the vision and design principles to align with clients before we handed them over to the UI team.

  • Define scope and priority

    We defined the scope of the first release based on the business goal and the tech capacity, then, prioritized and negotiated features for launch and beyond with the client.

  • Validation

    Prototype testing and assumption validating with the users after creating high-level prototypes, to ensure the solution really works.

Product evolution

  • Vision workshop

    By interviewing their clients, suppliers, employee, and their senior management, to understand their expectations for the APP, their current business workflow, and the client‘s long-term business goal.

  • Periodical tasks

    Based on the outcomes from the vision workshop, we made a high level plan and divided into 3 phases.

  • HMW workshop

    After we came up with the strategy and align with the client, we hold the HMW workshop with the clients from different business units to understand what kind of features potentially could be planned and prioritized in order to reach the periodic goals for each product.

Strategy

  • Periodical tasks

    Since the client is still in a very early stage of digital transformation, the primary thing for them now (phase 1) is collecting clean data as much as possible, in terms of business data, user profile, user behavior, feedback...etc. Another task for phase 1 is also MVP (minimum viable product) validation to verify if they really need the system across 2 platforms...

    Once they have enough data, they can start to analyze them and make a detailed plan to reach the final goal, which is market expansion and operational automation.

  • Get existing client to use the product

    One of the biggest concerns from COSCO is how to persuade their clients starting to migrate the offline process to online. Thus, we involved COSCO's existing client in the product design and research process, in order to show the value and deliver the message that the product is designed to solve your pain points.

    COSCO can also prepare some training materials which emphasize the product value for COSCO's client manager to learn. In this case when the product release, they are able to promote and coach their clients. Furthermore, during the training session, the manager can also collect the client's feedback and fix the negative one in the next iteration.

    After the pattern has been run for a few iterations and the product usage rate getting stable, they can expand the promotion to their potential or new clients. Once they got enough users, they can start to layer and set up different strategies for them, in order to keep them and make more profits.

  • Start small but move fast

    Considering the limited time given and the tech capacity, although we identified 3 personas after the user research, we still decided to focus on only one first and put most of the effort and resources into it for the MVP.

    The persona we select has a strong influence on the company's profit, so we map out all the pain points and filter them in 2 rounds. We picked up the small effort but big value one first, then identify the mobile friendly items to include in the MVP scope. We decided to provide a better customer experience to them first and get feedback to verify the solutions and enhance the product, in order to maximize our client's benefits.

Discovery

  • Interview with COSCO's client

    We interviewed several users from different COSCO's clients. We divided them into 3 types based on the business interaction they are in charge with COSCO.

  • Observe and interview with COSCO

    We worked in the COSCO office to observe how they deal with the daily work and interact with their client. After that, we prepared some questions and interview them on how they think about the current workflow, and what's their expectations and verify some assumptions.

  • Analyze AS-IS user journey

    We mapped out the user journey and check with COSCO and their clients during the interview to help us clarify the current business flow, then identify the current pain points.

Persona

Pre-sales follower

Yongqiang Wang (48)

Yongqiang Wang (48)

He works in a pulp company as a senior business manager and the company has regular shipping demands from Brazil to China. 5 years ago his friend who also works in the same industry introduce COSCO SPEC to him and started to collaborate with them.

Behavior

  1. Inquiry phase: The main way to obtain information is inquiring with COSCO by WeChat and email. Sometimes it may be during non-work hours.

  2. Contract signing phase: Considering confidentiality of the contract , communication is mostly done in person or through formal emails.

Goal

  1. Get the quotation as soon as possible, so that he has enough time to discuss it with the finance team and make the subsequent plan.

  2. Make a good deal in the contract negotiation.

  3. Ensure the process works smoothly before the shipment.

Frustrations

  1. Currently there is no place to obtain detailed parameters of vessel type/price/specific rates on my own. I need to proactively request it from the sales.

  2. When we have specific requirements, we expect to get helps and professional advices on decision-making quickly.

  3. Expect a more efficient way to contact with COSCO.

  4. Unable to obtain the approximate price range, making it hard to plan in advance.

Execution follower

Wei Chen

Wei Chen (33)

She works in a pulp company as a logistics specialist. Due to COSCO's strong expertise and wide routes, it has formed long-term and stable cooperation. She is also exploring more potential cooperation with COSCO.

Behavior

  1. As I'm responsible for managing multiple cases, I need to stay up-to-date on the latest status of each one. This sometimes requires me to work late hours.

  2. If we want to know the transportation progress we need to ask COSCO via email, or check it on 3rd party tracking website.

  3. I need to go to the port following up the loading frequently.

Goal

  1. Closely monitor the shipping process to stay aware of any potential issues. This will allow for timely adjustments to the subsequent plan, in case any emergencies arise.

  2. Ensure the cargo is loaded successfully.

Frustrations

  1. Without real-time visibility into the shipping progress, we need to proactively reach out to COSCO via email and phone to inquire about any changes. However, their responses are often not in time.

  2. Currently, there is no 24/7 customer support available to address emergencies or handle inquiries as they arise.

  3. Expect to inform in advance when the shipment may have changes.

Post-sales follower

Felipe Branco (43)

Felipe Branco (43)

He works in a pulp company as a logistics manager. The company he work is Cosco's long-term partners in Brazil, they have many expectations for enhancing international cooperations.

Behavior

  1. Due to the time difference, I need to communicate with COSCO after work sometimes.

  2. The distance between the port and the factory is long which requires frequent travel.

  3. Monitoring the price changes of fuel and shipment fee, then check upon while receiving the invoices.

  4. Upload your own company's financial system after checking the information on the invoice

Goal

  1. Closely monitor the shipping process to stay aware of any potential issues. This will allow for timely adjustments to the subsequent plan, in case any emergencies arise.

  2. Ensure the cargo is unloaded successfully.

  3. Expedite the settlement process.

Frustrations

  1. Without real-time visibility into the shipping progress, we need to proactively reach out to COSCO via email and phone to inquire about any changes. However, their responses are often not in time.

  2. Now information without security concerns still needs to request COSCO, which is very inefficient.

  3. Expect to inform in advance when the shipment may be delayed.

  4. Expect to expedite the settlement process.

Insight

From client

From COSCO SPEC

Approach

  • Proposal from both side

    One party can draw up a draft contract first and then send it to the other, if the receiver agrees, then it can move on to the next step; if not, the receiver can provide a new proposal until both parties make an agreement.

  • Detailed history

    The sea freight contract is comprised of several terms and agreements. Displaying the editing history for each of them in one place is easier to refer and track.

Solution

  • Online co-editing

    Their client can also provide their ideal proposal and it also reduces the workload of subsequent contract amendment from the COSCO side.

  • Negotiation history

    Collect all the version histories in one place under each term, it's easier for both sides to refer to. When it comes to commercial disputes, it's also the single source of truth.

  • Standardized contract editing

    In order to speed up the process, we transform the traditional contract editing way into a standardized form, users just need to select and fill in some key information in the fields.

  • General info and FAQ

    In order to mitigate the delayed response caused by the time difference, the system provides more general info and FAQ /chatbot for users to view when they have questions.

  • Chatting room and notification

    Ensure the client can communicate with the COSCO side in time and get notified of the urgent information.

Prototype testing

In order to verify if the product can really help the user and ensure the user experience is rational, we made a clickable prototype for users to operate on their mobile phones and then collect their feedback to enhance the design.

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