Cox - Unified Reporting
Cox Automotive - Unified Reporting
Cox Automotive provides a range of digital tools to help dealerships manage their sales, inventory, and analytics.
Overview
Cox Automotive provides a range of digital tools to help dealerships manage their sales, inventory, and analytics. But their reporting systems were scattered across multiple platforms, making it frustrating for users to get the insights they needed.
Role
Lead Product Designer
Responsibilities
UX Product Discovery
UX Strategy
Interaction Design/Prototyping
Visual Design
Product Design Kick-Off
We began with a kickoff meeting alongside our product owners, utilizing Human-Centered Design (HCD) exercises to define the problems we aimed to solve and identify knowledge gaps.
Discovering and Defining the Problem
We initiated our process with a Lean Canvas framework. Collaborating with product owners, we made assumptions, identified known and unknown factors, and established expected revenue metrics and estimated timelines.
User Interviews & Analysis
Our next steps consisted of:
Conducting surveys and interviews with stakeholders.
Develop structured interview questions.
Utilize Rose, Thorn, Bud methodology to analyze successes, challenges, and opportunities.
Affinity Clustering
After conducting interviews, we performed affinity clustering with our partners to categorize insights and identify recurring themes.
Problem Analysis Tree
Using stakeholder insights, we developed a Problem Tree Analysis for several affinity clusters. This exercise helped us understand major pain points, their root causes, and their potential effects.
Key Insights
Too many tools, too much hassle.
Reports weren’t flexible enough.
Real-time insights were missing.
Mobile reporting was almost unusable.
Next Steps - Defining the MVP
With budget and time constraints, we needed to prioritize impactful solutions. Through HCD exercises, we conducted a brainstorming session using sticky notes to generate improvement ideas. We then categorized them using an Importance/Difficulty Matrix and held a voting session to determine key priorities.
MVP Priorities:
Create a unified and consistent navigation structure for all reporting tools.
Integrate existing dashboards and reports into a single, cohesive tool.
Develop a primary-use-case dashboard to enhance user experience.
Align the design with the Cox Automotive Design System for consistency.
Engaging our engineering and cross-platform partners early ensured feasibility and alignment across teams.
Design Sprints, Iteration, and Refinement
Work across multiple domains, identify the challenges, prototype and test our prototypes.
Address technical constraints and optimize performance.
Conduct additional stakeholder reviews to ensure business goals are met.
Prototyping and Usability Studies
Find stakeholders for our use case.
Create a prototype with a left-hand vs top nav.
Create interview questions for the study.
Using Figma and its advanced prototyping abilities, I was able to create interactive prototypes for our studies.
Insights
We found that our existing suit of reporting tools had flyout menus from both left and right of the screen with filter bars at the top and popup ranges within dashboards.
Left hand navigation was not going to work for our users.
With this in mind, we met with our design partners across the group of products to distill our findings.
Solution & Features
After collaborating with the broader team, my product partners and I set out to:
Explore navigation ideas for our reporting tools
Explore dashboard options and update the designs to include our design system
We went through a few rounds of design iterations, checkpoints with product and stakeholders, as well as engineering.
Final Designs
After working closely with our product partners as well as the Design System team, we were able to land on a design that:
Had scalable navigation.
Dashboards and reports for our MVP.
Implementation and Development
Collaborate with engineering teams to begin front-end and back-end integration.
Ensure alignment with the Cox Automotive Design System.
Deployment and Evaluation
Gradual rollout of the unified reporting tool across pilot dealerships.
Monitor user adoption and collect performance metrics.
Plan for future enhancements based on continuous user feedback.
Challenges & How We Overcame Them
Stakeholder alignment – Getting buy-in from different teams.
Data integration complexity – Unifying multiple data sources.
Balancing flexibility & simplicity – Ensuring customization without overwhelming users.
Impact & Results
Time saved – Reduced time spent generating and consolidating reports by 17%.
Higher engagement – Increased adoption across dealership staff by 7%.
Improved decision-making – We learned through surveys that dealerships experienced faster insights leading to better business choices.
User feedback – Positive reception from dealerships and stakeholders.
Key Learnings & Takeaways
The importance of user research to uncover hidden pain points.
The value of iteration & testing to refine solutions effectively.
How cross-functional collaboration helps overcome complex challenges.
Final Thoughts
This project completely changed the way dealerships access and use their data. What was once a frustrating, disjointed experience across multiple tools became a simple, unified reporting system that makes it easier to find and act on key insights.
Looking ahead, there’s still plenty of opportunity to take this even further—exploring things like AI-driven insights, deeper customization, and even smarter data visualization.