Summary
ExoFreight - TMS Redesign
At Exo Freight, I redesigned key workflows within an internal Transportation Management System (TMS) used by operations teams to manage shipments, coordinate carriers, and monitor logistics performance. The system supported operations managers, carrier-side teams, and leadership, all of whom relied on it daily to execute time-sensitive shipments.
I worked on this initiative for one year, collaborating closely with the CEO, engineering, data analysts, and operations teams.
Problem
The existing TMS had accumulated usability issues that slowed operations and increased the risk of manual errors.
The Shipment Details interface was difficult to scan, with critical information buried across multiple layers and a bulky layout that limited space and visibility. Users frequently needed to edit shipments, verify routes, and check carrier details, but these tasks required excessive navigation and manual data entry.
Additionally, users relied heavily on filters to locate relevant loads each day. Filters reset when users logged out or navigated away, forcing teams to repeatedly rebuild their views. This resulted in some loads being missed and others being shipped with delays.
Goals
The redesign focused on improving:
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Speed of operational workflows
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Accuracy when creating and updating shipments
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Overall operational efficiency and reduction of manual errors
Success was measured by a reduction in shipment-handling errors, improved team members' ability to address load issues when the primary owner was unavailable, and increased capacity to handle higher shipment volume over time.
Discovery
To understand operational pain points,
I conducted user interviews with operations staff, carrier teams, and leadership. I also shadowed dispatchers to observe firsthand the creation of shipments and carrier coordination workflows.
I mapped workflows for different user roles, including account managers and carrier teams, and identified common issues, such as significant time spent locating loads and updating shipment data.
Solution (shipped-v1)
Shipment Details Redesign
I redesigned the Shipment Details page to support faster decision-making and editing workflows.
Key improvements included:
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Clear information hierarchy and logical grouping of shipment data
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Inline editing to reduce navigation between screens
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Improved visibility of carrier, route, and status information
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Streamlined data entry with easier saving and pre-filling of shipment information
These changes enabled users to quickly access critical shipment details, update them efficiently, and temporarily hold shipments as needed.
Before
After
Role-Based Presets
To reduce repetitive filtering, I introduced a preset system that allowed users to save customized load views.
Presets functioned as saved or role-based dashboards tailored to different operational needs:
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Operations teams could view only their assigned shipments
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Carrier-side teams could monitor available loads to cover
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Managers could track performance across teams and carriers
Unlike temporary filters, presets persisted across sessions, allowing users to immediately access relevant load boards upon login.
Before
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After
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Impact
The redesign improved visibility, reduced workflow friction, and streamlined shipment management.
Results included:
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Reduced manual steps for repeated shipment workflows
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Faster dispatch and shipment editing processes
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Improved ability for teams to locate and manage loads
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Positive qualitative feedback from operations teams and executive leadership