Agility

FOCiS

Transforming a Legacy Freight Management Platform

Reimagining a mission-critical logistics platform used by global operations teams, reducing workflow complexity, improving operational visibility, and establishing UX as a strategic capability within the organization.

“Operational complexity belongs inside the system—not inside the interface.”

TL;DR

Problem
A legacy freight platform forced global operations teams through fragmented, developer-shaped screens and spreadsheet workarounds.
My role
Senior UX Designer and UX Lead.
What I did
Led research across India, the UK, the USA, and Canada; restructured navigation around workflows; redesigned quotation, job overview, and charge editing; introduced UX governance and reusable patterns.

Project Snapshot

Role

Senior UX Designer • UX Lead

Timeline

2 Years

Team

4 PMs, 40 engineers, 1 designer

Platform

Enterprise Web Application

Domain

Global Logistics

Responsibilities

  • UX Strategy
  • Research
  • Information Architecture
  • Design System
  • Design Leadership

Business Context

The platform was used daily by freight coordinators, warehouse planners, customer service teams, brokers, and operations managers across multiple countries.

Every additional click affected operational efficiency.

Every confusing workflow slowed shipment processing.

The goal was to create a scalable operational platform that could support global logistics teams without disrupting business-critical processes.

The Challenge

Agility's Freight Operations & Customer Information System (FOCiS) was the operational backbone for shipment quotations, job processing, tracking, and accounting across global teams.

Over years of continuous feature additions, the product had evolved into a complex, developer-driven system. Critical workflows required excessive navigation, information was fragmented across multiple screens, and users increasingly relied on spreadsheets and manual workarounds to complete everyday tasks.

The objective wasn't to redesign the interface.

It was to rethink how freight operations should work.

Research Across Global Operations

Rather than redesigning individual screens, we studied how operations differed across regions.

Research included:

  • •

    User interviews

  • •

    Contextual inquiry

  • •

    Workflow observation

  • •

    Heuristic evaluation

  • •

    Stakeholder workshops

IndiaUSACanadaUK
On-site research in UK, USA, and Canada warehouses: observing live FOCiS screens and logging where operators fell back on workarounds

This helped uncover regional differences while identifying common operational patterns that could scale globally.

Product Strategy

The redesign treated workflow architecture as the product. Restructuring how quotes, jobs, and charges flow did more for operators than any visual refresh could.

Design Principles

These principles shifted FOCiS from database-shaped screens to workflow-shaped operations.

01. Simplify operational complexity.

02. Design for repeatable workflows.

03. Build reusable enterprise patterns.

04. Surface what matters.

Separate user-entered information from system-generated information.

Key Challenges

Legacy Complexity

Years of feature growth without workflow coherence

Operational Pressure

Every click affected shipment processing speed

Global Variation

Regional differences across India, UK, USA, and Canada

Engineering Culture

Establishing UX as a strategic capability

Understanding the Existing System

I spent time understanding how freight teams actually completed their work. Through field research, interviews, and workflow analysis, several recurring patterns emerged.

Fragmented Workflows

Tasks required navigating multiple disconnected screens.

Developer-Centric Information Architecture

The product reflected database structures instead of operational workflows.

Limited Operational Visibility

Users couldn't easily understand task status, approvals or pending actions.

Heavy Cognitive Load

Large forms, repeated inputs and inconsistent interactions slowed everyday work.

Trade-offs & Constraints

Trade-off

Rather than cosmetic UI cleanup, we invested in workflow redesign and reusable enterprise patterns.

This required more research and cross-team alignment, but addressed the workflow problems a visual refresh would have left in place.

Trade-off

Rather than optimizing every regional variation independently, we established shared workflow patterns with local configuration.

This preserved global consistency while still supporting country-level operational differences.

Constraints

  • Legacy developer-driven architecture

  • Mission-critical daily logistics operations

  • Global regional process differences

  • High cognitive load forms and nested workflows

  • Limited historical UX governance

  • Engineering-led product culture

Systems Thinking

FOCiS was reframed as an operational flow—not a collection of disconnected modules.

  1. Quote
  2. Job
  3. Execution
  4. Charges
  5. Visibility

Design Solutions

Existing quotation module: stacked forms and popups that the streamlined flow replaced

Simplifying Quotation Creation

Problem

Quotation creation involved multiple popups, repeated data entry and complex navigation.

Solution

A streamlined workflow grouped related information together, reduced unnecessary inputs and introduced faster location lookup using ZIP codes.

Impact

Quotation creation reduced from hours to under two minutes during testing.

Job overview: shipment milestones, events, documents, and the next action on one screen instead of across modules

Operational Dashboard

Problem

Teams lacked a single view of pending tasks, approvals, and shipment status across modules.

Solution

A unified dashboard surfaced actionable items, regional priorities, and workflow bottlenecks in one operational view.

Quotation IA rebuilt around four questions (who, what, how, and where to ship) before rates are generated

Navigation Restructure

Problem

Navigation reflected system modules rather than how freight teams completed daily work.

Solution

Information architecture was reorganized around operational workflows, reducing depth and aligning menu structure with user mental models.

Charges grouped into freight, origin, and destination tables and edited inline instead of on separate screens

Charge Editing

Problem

Editing charges required navigating multiple screens with repeated data entry and unclear validation states.

Solution

Inline editing patterns, contextual validation, and grouped charge fields reduced errors and accelerated corrections.

Information Hierarchy

Problem

Critical and secondary information competed for attention, increasing cognitive load on complex forms.

Solution

Visual hierarchy separated user-entered data from system-generated fields, with progressive disclosure for advanced options.

Before / After

Before

Existing interface: every field at equal weight across dense, stacked forms

After

Proposed design: quote details grouped into cards, charges in editable tables
  • Information architecture aligned to operational tasks

  • Consistent interaction patterns introduced platform-wide

What Changed

Before

Operations navigated fragmented, developer-shaped screens.

After

Operations worked through clearer, task-oriented workflows.

Before

Critical workarounds lived in spreadsheets outside the system.

After

Reusable patterns kept more of the operational work inside FOCiS.

My Role

I led the UX transformation of FOCiS from research through implementation.

My work included:

  • •

    Defined the UX strategy

  • •

    Led user research across India, UK, USA and Canada

  • •

    Established personas and operational journey maps

  • •

    Simplified core freight workflows

  • •

    Introduced UX governance

  • •

    Built reusable design patterns

  • •

    Aligned engineering and business stakeholders

  • •

    Mentored designers throughout the transformation

Outcomes

<2 mins

Quotation creation

Global

Research across 4 countries

Established

UX governance

Reusable

Design foundation

Future Opportunities

  • •

    Deeper role-based operational dashboards across regions

  • •

    Expanded reusable form and validation patterns across modules

  • •

    Continuous research loops tied to logistics efficiency metrics

Reflection

FOCiS taught me that enterprise UX starts with how people make decisions under operational pressure, and with designing systems that remove friction without disrupting complex business processes.

The most lasting result was cultural: a user-centered design practice inside an engineering-led organization, and a reusable foundation that later product work built on.

What I Learned

Principal enterprise design means changing how organizations build—not just what ships.

Key Takeaways

  • 01

    Enterprise redesign starts with workflows—not screens.

  • 02

    Shared patterns outperform one-off module polish.

  • 03

    UX governance is part of operational transformation.