Explorate

Product design
Jul 2021

From shipment tracking to daily action.

Redesigning an operator dashboard to make priorities visible and tasks actionable.

Daily task dashboard with completion progress and a shipment information panel

00 / OVERVIEW

My contribution
Operator interviews, workflow observation, dashboard UI/UX design

Timeline
One month

Primary users
Explorate’s operations team

A workspace for the work behind every shipment.

Explorate is a digital freight forwarder. Behind each shipment, operators coordinate logistics, documentation, and shipment information. As shipment volumes grew, they needed a clearer way to manage the work involved.

The challenge was to help operators complete the right tasks on time across multiple shipments. I redesigned the dashboard around daily responsibilities, priorities, shipment context, and the tools needed to complete each task.

01 / THE PROBLEM

Shipment visibility did not translate into task visibility.

The existing kanban board showed shipments by stage, but assigned tasks were buried in each shipment’s checklist. Operators had to open shipments individually to find work. Missing a task could mean delays and fines.

Yellow hover ribbons highlighted overdue tasks, but operators still had to inspect every card. The dashboard surfaced problems after they became urgent rather than helping prevent them.

Original kanban board grouping shipments by their current stage
01 / Shipment kanban board
Long shipment checklist with assigned tasks, dates, and completion states
02 / Shipment checklist
Yellow overdue ribbon and task details revealed on a shipment card
03 / Overdue ribbon detail

02 / RESEARCH

Understanding how operators actually worked.

I interviewed operators and observed their day-to-day workflows to understand how they identified, prioritised, and completed work.

“I’m fighting fires instead of preventing them.”

Tasks became visible only when overdue, encouraging reactive work.

“Shipments fall through the cracks when they change hands.”

When shipments were reassigned during leave or at key milestones, receiving operators were not notified.

Key insights

  • Operators worked at the task level. A shipment overview did not provide the detail needed to take action.
  • Today’s workload demanded attention; there was little capacity to sift through future work.
  • Completion often required uploading documents, recording dates, or communicating with third parties—not simply checking a box.
  • Handoffs created visibility gaps when responsibility changed without notice.
An Explorate operator working at a desktop computer during workflow research

03 / DESIGN CHALLENGE

How might we help operators identify and complete their tasks proactively?

  1. Make daily responsibilities easy to find.
  2. Keep relevant shipment information close to each task.
  3. Let operators take action without leaving the dashboard.

04 / THE SOLUTION

A task-first workspace for daily operations.

I shifted the dashboard’s primary focus from shipments to tasks assigned to an operator, organised by day. Overdue labels made outstanding work visible, while completion counts and progress indicators summarised the day’s workload. Completed tasks were hidden to keep unfinished work in focus.

Selecting a task displayed its associated shipment information in a side panel. Operators could understand the task without losing their place, reassign it, or open the full shipment when needed.

Task-first dashboard showing overdue tasks, daily progress, and the selected shipment’s details
04 / Daily task list / priorities, progress & completed tasks

05 / DEFINING THE WORKFLOW

Designing around what task completion required.

I mapped tasks into four action types. The dashboard needed to be more than a checklist: operators should be able to do the work required to complete a task without navigating into the shipment.

Task typeExampleRequired action
Shipment progressShipment confirmedMark the task complete
Document receivedAgent invoice receivedUpload the document
Milestone reachedCargo arrived at destination portRecord the date
Third-party correspondenceRequest an invoice from an agentSend an email
Shipment side panel with task context, vessel details, documents, and an action area
05 / Shipment info panel with an actionable task
Task action for uploading an agent’s invoice
06 / Document upload
Task action for entering the date a shipment milestone was reached
07 / Milestone date entry
Email composer with recipient, message, and attachment controls
08 / Email & attachments

06 / OUTCOMES

A new part of the team’s everyday rhythm.

Immediate adoption

The operations team adopted the dashboard on launch day.

Better visibility and coordination

The task list became part of daily standups, supporting smoother handoffs, workload monitoring, and less back-and-forth.

2.6× operational scale

An Explorate operator handled 2.6× as many shipments as a traditional freight forwarder. This is an operational comparison, not evidence that the dashboard redesign alone caused the difference.

07 / REFLECTION

Making overdue work visible exposed a deeper problem.

Overdue tasks could accumulate for weeks. Some depended on third parties or delayed shipments; others were no longer applicable, or belonged to closed shipments with open checklist items.

I proposed ways to mark tasks as not applicable, snooze them until a relevant follow-up date, and hide remaining tasks on completed shipments. These were suggested improvements, not established shipped outcomes.