Cobli – B2B SaaS solution for fleet management.
The Driver App is a tool for drivers and field agents to communicate with fleet managers by updating which vehicle they're driving and receiving and following planned routes. Information shared by the driver is shown on the web dashboard fleet managers access.
This showcase presents an enhanced Sign In flow and a Freemium Tracking App home screen proposal.
A common user feedback was that it was too cumbersome for drivers to sign in to the app, as the fleet manager had to generate an access code for each driver and share it with them, being too time consuming. The code expired after 2 weeks, so fleet managers would have to regularly repeat this whole process.
Also, the code was a 6-character random sequence of letters and numbers, which was hard for drivers to remember, so they had to constantly check the message sent by the fleet manager to retrieve it.
This was causing a drop in the app's adoption rates since the whole process took too much time and effort to simply to log in to the app.
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While revamping the sign in flow, I had to make sure the solution would contemplate three constraints:
So the proposed enhanced flow would:
The service Cobli provides depends on a device (OBD) to get data from vehicles and transform them into information and insights available on the dashboard, a web application.
Many leads asked for a free trial, which could only be offered to potential clients with over a determinate amount of vehicles because of the costs involved, mainly: device cost, shipping and the operations team work to send and retrieve (in case the lead didn't convert to customer) devices.
As a way potentialize the go-to-market strategy, the company decided to develop a freemium product – so leads could easily test the web application without the costs and operations team overhead and vehicle's downtime caused by installing hardware.
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The proposed freemium product was a Tracking App, which would track the vehicle position through a smartphone's GPS and limited features on the web dashboard. Users would be able to upgrade to the premium product and gain access to all product features.
The MVP would be tested with a few lost leads (for budget or needs reasons) that would be contacted by the Customer Success team with an offer to test the freemium product and a private link to create an account and download the app.
On the web application end, we would show the premium features as "locked", with hint popups shown on hover briefly explaining the feature's purpose and value with a CTA to upgrade. The driver mobile app would serve only to activate and deactive tracking in the first release.
This showcase presents the UI designed for the mobile app:
These solutions were not shipped to production due to deprioritization of both projects.