More accurate operations
Inspection data is captured as part of the workflow.
← All work
Case study · PepsiCo · Field sales · Fleet
SalesHub+
Bringing GeoTab telematics into PepsiCo’s SalesHub+ platform, so route sales reps can run vehicle inspections in a guided flow instead of by hand.
Order details in SalesHub+. Some data in the screens is blurred or replaced to respect PepsiCo confidentiality.
At a glance
The project in two minutes.
The challenge
PepsiCo’s Route Sales Representatives (RSRs) did their daily vehicle inspections and defect reports by hand. Fleet data and inspection records sat outside SalesHub+, the platform they already used for sales.
What I led
- Role: design lead for the GeoTab integration, working for PepsiCo through Tech Mahindra.
- Ownership: the UX/UI for bringing GeoTab vehicle data into SalesHub+, and the guided inspection workflow.
- Decisions: a guided flow instead of a form, automatic defect classification and vehicle data pulled from telematics.
The outcome
- SalesHub+ became the central place for fleet management and compliance.
- RSRs run inspections in a guided digital workflow.
- More accurate operations, fewer reporting errors and better compliance.
Methods
Process reviewUser needs mappingNeeds to design responseWorkflow designUX/UI design
Daily vehicle checks moved from manual processes into one guided workflow.
Impact
Fewer reporting errors
Defects are classified automatically.
Better compliance
Daily vehicle operations are easier to keep in line with regulations.
01 Context
A sales platform that RSRs already used every day.
SalesHub+ is the platform PepsiCo’s Route Sales Representatives (RSRs) use for their sales work. I worked on it for PepsiCo through Tech Mahindra. This project brought GeoTab telematics, and the daily vehicle inspection, into that same platform.
PepsiCoSalesHub+GeoTab telematicsFleet compliance
02 The problem
Route sales reps handled vehicle inspections through manual processes.
Before the integration, Route Sales Representatives (RSRs) completed daily vehicle inspections and reported defects by hand. Fleet data and inspection records were not part of SalesHub+, the platform RSRs already used for their sales work.
Make SalesHub+ the central place for fleet management and compliance, with accurate inspection data and fewer reporting errors.
Business goal
03 My role
I led the UX/UI design for integrating GeoTab telematics into SalesHub+.
As Senior UX/UI Designer and design lead for the GeoTab integration, I owned the UX/UI for the integration and for the guided inspection workflow that RSRs use. I did this work for PepsiCo through Tech Mahindra, as part of my role leading design on PepsiCo projects there.
- Owned: the UX/UI for bringing GeoTab vehicle data into SalesHub+
- Owned: the guided, step-by-step inspection workflow
- Shaped: how defects are captured and classified in the flow
- Framed: each RSR need as a design response, measured against the business goal
04 Process
How the work happened.
01 · Understand
The manual process
How RSRs completed daily inspections and reported defects by hand.
02 · Define
The goal
SalesHub+ as the central place for fleet management and compliance.
03 · Decide
Three decisions
A guided flow, automatic defect classification and telematics data.
04 · Design
The workflow
GeoTab data and a guided inspection inside SalesHub+.
05 Research
What the existing process told us.
Looking at how inspections worked before the integration pointed to three gaps.
Done by hand
Daily vehicle inspections and defect reports were manual.
Outside the platform
Fleet data and inspection records were not part of SalesHub+.
Already in SalesHub+
RSRs already used SalesHub+ for their sales work.
06 Users
Built for Route Sales Representatives.
Route Sales Representative (RSR)
Needs- Complete the daily vehicle inspection
- Capture vehicle data without re-entering it by hand
- Report defects in a consistent way
07 Define
Each RSR need became a design response.
The inspection lives inside SalesHub+, next to the sales work RSRs already do there, and runs as one guided flow.
Start inspection
Checklist
Defect classified
| RSR need | Design response |
|---|---|
| Complete the daily vehicle inspection | Guided inspection workflow |
| Capture vehicle data without re-entering it by hand | GeoTab telematics in SalesHub+, with real-time data capture |
| Report defects in a consistent way | Automatic defect classification |
08 Key decisions
Three decisions behind the workflow.
01
A guided flow instead of a form
The old process was manual. A step-by-step flow walks the RSR through each check in order.
02
Let the system classify defects
Fewer reporting errors was a goal of the redesign. Automatic classification keeps defect reports in the same format.
03
Pull data from telematics
Capturing vehicle data from GeoTab in real time reduces what the RSR has to type in.
09 Solution
Four parts of the redesign.
GeoTab telematics in SalesHub+
Vehicle data from GeoTab now appears inside the platform RSRs already use.
Guided inspection workflow
RSRs follow a step-by-step inspection instead of a manual process.
Real-time data capture
Inspection data is recorded as the RSR goes, not entered afterwards.
Automatic defect classification
Defects are sorted into categories automatically, so reports are consistent.
Design
Screens from the inspection workflow and SalesHub+.
Order details in SalesHub+: order summary with gross, discount, tax and net amounts, and an order breakup listing each material, quantity and price.
10 Validation
Measured against the business goal.
The workflow was judged against the goal set at the start: accurate inspection data, fewer reporting errors and SalesHub+ as the central place for fleet management and compliance.
Before
RSRs completed daily vehicle inspections and reported defects by hand. Fleet data and inspection records sat outside SalesHub+.
After
RSRs follow a guided inspection inside SalesHub+. Vehicle data comes from GeoTab and defects are classified automatically.
11 Outcomes
What changed for RSRs and PepsiCo.
SalesHub+ became the central place for fleet management and compliance.
RSRs complete vehicle inspections in a guided digital workflow instead of a manual process.
Operations became more accurate, reporting errors went down and regulatory compliance improved across daily vehicle operations.
12 Learnings
What I took away.
This project turned a manual process into a guided one, for people who do their work on the road, inside a tool they already used. The next step is to put the impact in numbers: inspection time, reporting errors and adoption by RSRs.
