CDK Global | Ford
2019

Faster vehicle service scheduling.

Scheduling a service appointment online should be a no-brainer. CDK Global tasked me with building the perfect online appointment scheduler — faster, leaner, and free of the redundancies that plague competitor products.

Role

Lead Designer

Company

Ford

Timeline

2019

Surface

Consumer facing web

Business Impact

A higher-functioning prototype proved CDK's approach was better — without writing production code.

7/8

Testers preferred COSA

felt the prototype was faster

5:1

Preferred over competitor

in head-to-head usability tests

100%

Better experience

of participants felt COSA was better

$
$0

Developer dollar spent

before proving the concept

The Story

Designing the consumer-facing layer of a major dealership scheduling platform.

Overview

CDK Global had spent years developing backend software that helps automobile dealerships optimize their mechanic schedules — matching services, parts, and procedure times to keep technicians productive and reduce costly downtime. C.O.S.A. (Customer Online Service Appointment) is the consumer-facing layer of that optimization software.

The Opportunity

The dealership needs to know who's booking and gather as much detail about the requested service as possible — but the more we ask, the more likely the consumer is to abandon the flow and the dealership loses the appointment. I built a one-pager separating what we needed, wanted, and could simply gather, so the team could make tradeoffs with eyes open.

Creating the dataflow

Most in-market solutions overload consumers with options. Dealerships weren't letting people simply book an appointment, and as a result off-brand competitors like Jiffy Lube were capturing service dollars. I designed a dataflow that gathers the information dealerships want without ever blocking a consumer who just wants to schedule and move on.

Putting the dataflow into practice

Mobile first — always. This was the second mobile prototype: I tested allowing the phone's browser to handle native dropdowns vs. taking over the UI completely. The version that forced a consistent, bespoke interface ("touch path") performed significantly better in usability testing.

View axure protype

Head-to-Head Competitor Testing

Building on what we learned on mobile, I developed a desktop prototype for a competitive analysis. Because desktop browsers handle dropdowns more consistently, I returned a few selections (specifically dependent single-variable ones) to the native browser. The prototype was hand-coded so participants couldn't tell it wasn't a real product — making the head-to-head comparison genuinely fair.

View hand-coded protype

Competition test results

Working with usertesting.com, we recruited in-market testers actively looking to get vehicle service done and ran the prototype head-to-head against the leading in-market competitor. The result: COSA was preferred 5 to 1.

The business impact

When companies invest in true end-to-end UX, there's real business value to be unlocked. CDK Global gave us the time and trust to do the market research, competitive analysis, and head-to-head usability testing. The result, plainly: CDK now knows this approach to service scheduling outperforms what's in-market today — and it cost zero developer dollars to find out.

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