AutoVerify
I collaborated with a cross-functional team to tackle the inefficient data mapping process. Together, we developed AV Inventory, an internal tool that empowers non-technical teams to configure data mappings. This tool reduces the time needed for customization by 71-97%.
AutoVerify provides automotive dealerships with a suite of technology to improve their sales process from merchandising to transaction.
When onboarding new car dealerships, AutoVerify needs to import their data. Each dealer has unique needs. Therefore, customized data mapping is required. However, this process is inefficient and required developer intervention.
The Existing Process was Cumbersome
This bottleneck takes away valuable engineering resources and delays client onboarding, impacting both the business and clients.
As this tool intersects multiple facets of the business, I actively gathered insights from stakeholders.
To streamline data mapping and eliminate repetitive work, we introduced "templates" .
Using a template is simple: after initially linking a vendor database and defining the data mapping, you save these settings as a named template. Subsequently, when setting up new dealerships using the same vendor, you simply select the appropriate template and customize if needed.
Several key iterations stemmed from stakeholder feedback:
Add the Ability to Import Data from Various Sources
Simplify Custom Fields
Who Creates the Template?
Data Mapping Customization
Please note: All data used in the design is fictional to protect company confidentiality.
Step 1: Select the dealership you are setting up from the list. The dealer code will auto-populate based on your selection.
Step 2 (Part 1 of 2): For easier editing, users requested that template selection and data mapping be combined on a single page, called "import settings." Choose a default vendor template to start with, and add additional vendor templates if needed.
Step 2 (Part 2 of 2): The second part of the import setting process is data mapping. The default template's data mapping will be applied. You can import data from other sources by selecting a different template, which will apply the closest matching mapping. These fields can be further edited as needed.
Step 3: If you want to import specific data, such as only certified pre-owned (CPO) and used vehicles, you can apply filters.
Step 4: Review and verify all information to ensure accuracy before completing the dealership setup.
While final impact data is still being collected, initial user testing reveals a dramatic improvement:
Importance of User Advocacy
Originally, this was a product/ engineering driven project. I actively involved and advocated for the needs of the tool users, which significantly contributed to the project's success.
Involve Stakeholders Early
The project underscored the importance of cross-functional collaboration and iterative design. The involvement of stakeholders from the beginning was crucial to the success of the project.
