AutoVerify
AutoVerify provides automotive dealerships with a suite of powerful digital retailing and merchandising tools throughout the entire sales process from merchandising to transaction.
Data plays a crucial role in using these tools. However, the data import system was inefficient and required developer intervention, hindering new client onboarding.
The Existing Process was Cumbersome
This bottleneck takes away valuable engineering resources from the technical backlog and delays client onboarding, impacting both the business and clients.
As this tool intersects multiple facets of the business, I actively gathered insights from various stakeholders.
To streamline the process of connecting and configuring external vendor databases for the non-technical users, we came up with the idea of "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: Data used in the design is fictional to protect company confidentiality.
Step 1: Enter the necessary data to set up the dealership.
Step 2: Select the appropriate vendor template(s).
Step 3: Customize the data mapping as needed.
Step 4: Add filters to import only certain data if needed.
Step 5: Review and verify 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. Actively involving and advocating for the needs of the tool users was critical to the project's success.
Involve Stakeholders Early
The project underscored the importance of cross-functional collaboration and iterative design. The involvement of all stakeholders from the beginning was crucial to the success of the project.
