Industry

Telematics

Company

Geotab

My Role

Lead Product Designer

Improving the Notification Template Workflow

Project Summary

I led a holistic redesign of Geotab’s web request template experience to address gaps in usability, security, and integration workflows. The update introduced a new landing page, intuitive SMS, text, and email templates, and a live preview feature to make testing and configuration more accessible. I prioritized scalability by extending the design system.

Role & Scope

My Role: Lead Product Designer Team: 1 PM, 4 developers Scope: Usability testing, prototype, design system, user flows

The Problem

The existing web request templates lacked key functionality, including flexible notification options, secure handling, and an intuitive way to test configurations. Users struggled to integrate and manage templates without disrupting their workflows, and the interface did not align with modern usability or scalability standards.

User Flow
User Flow
User Flow
Delete Multiple
Delete Multiple
Delete Multiple
Mobile Default
Mobile Default
Mobile Default
Mobile Show Suggested
Mobile Show Suggested
Mobile Show Suggested
Show Suggested
Show Suggested
Show Suggested
Web Request
Web Request
Web Request

Learnings

This project reinforced the value of designing for both immediate usability and long-term scalability. I learned how thoughtful integration can reduce friction and drive adoption. Expanding support for multiple notification methods and embedding security best practices deepened my understanding of balancing flexibility with compliance. Most importantly, I saw how small usability refinements across the E2E flow can have a major impact on user efficiency and satisfaction.

Original Design

  • Before Landing Page
  • Before Web Request
  • Before Tokens
  • Before Web Request
  • Before Landing Page
  • Before Web Request
  • Before Tokens
  • Before Web Request
  • Before Landing Page
  • Before Web Request
  • Before Tokens
  • Before Web Request