Digitizing file management in

“Pick-Up and Delivery”

Digitizing file management in

“Pick-Up and Delivery”

Indroduction

Pickup and Delivery is a product that aims to enable customer acquisition through Pickcup and loyalty through Deliveries provided with excellence.

The mission is to promote transparency, digitalization and reliability in operations.
Year
2023
Timeline
1 month
Responsabilities
Design and deliver new feature
Research and discovery process
Mapping business goals
Data analysis

High level goals

Send documents in real time to the driver

Offer more comfort, convenience and accessibility for the driver

Optimize documentation and document management

Digitalize the entire operation (reduce paper)

Challenges

Need for constant communication between drivers and the planner via WhatsApp.

Constant delays in deliveries and pickups.

Driver forced to manually check documents when stopped by police.

Extended trips due to manual checking.

Negative impact on the entire logistics chain.

Searching for important and urgent documents takes a long time.

Impacts

450k quickly

450k quickly

450k quickly

Investment

We present the updated feature to the customer and close the sale.

42k/m & 504k/y

42k/m & 504k/y

42k/m & 504k/y

Immediate savings

ROI calculated on the reduction of document printing.

Digitalization of the inspection process

Practicality through QR code and barcode.

Competitive advantage

Faced with competition in complying with new legislation in relation to digital documents.

Logistics chain optimization

Handling by the driver is more practical, and all documentation is optimized by the planner.

Inicital hypothesis

Drivers prefer physical documents (paper) to digital ones.

The cost of printing documents is very high.

Documents are lost during the transfer and travel process.

The planner has pre- and post-travel difficulties with organizing documentation.

The planner has no control over the travel documents.

Handling the physical document impacts travel time

Research

The method used was semi-structured qualitative research.

The method used was semi-structured qualitative research.

The users interviewed have active logistics operations, and some were already using Collection and Delivery in their operations.

The users interviewed have active logistics operations, and some were already using Collection and Delivery in their operations.

8 drivers (app)

5 planners (web)

13 users from 5 different clients were interviewed.

Validations and alignments

Validations and alignments

Validated hypothesis

The cost of printing documents is very high.

The planner has pre- and post-travel difficulties with organizing documentation.

Handling the physical document impacts travel time

Documents are lost during the transfer and travel process.

Discarded hypothesis

Drivers prefer physical documents (paper) to digital ones.

The planner has no control over the travel documents.

Information architecture (app and web)

We work on refining some business rules and technical engineering validations.

We work on refining some business rules and technical engineering validations.

The idea was for this initial flow to be as extensive and simple as possible, so as not to overwhelm the user.

The idea was for this initial flow to be as extensive and simple as possible, so as not to overwhelm the user.

We prototype the solution based on validating hypothesis and business objectives 🎯

And we deliver the prototypes.

Planner management platform (web)

Driver app

Usability testing

Usability testing

Participants

Drivers

Type

Moderated usability testing

Duration

1h20min

Driver app

Moderated usability test Collection and Delivery, Jan/23

Driver app

Participants

Drivers

Type

Moderated usability testing

Duration

1h20min

Moderated usability test Collection and Delivery, Jan/23

Post-test adjustments (app)

Results

Changing the terminology “DOCUMENTS” to “ATTACH”.

We named the feature “Documents”, but the driver understood that there were only cargo documents (packing list, etc.)

Addition of another category in the TAB BAR called ATTACHMENTS.

The feature was inside the task card (on the home screen). Therefore, the driver had difficulty finding the functionality in the App with the attachments.

Insertion of a modal/notification when a new attachment arrives for the driver with the trip in progress.

The driver pointed out that when the trip started, and a new attachment was added, it would be interesting to have an alert notifying him.

Planner platform (web)

Participants

Planners

Type

Moderated usability testing

Type

Moderated usability testing

Duration

50min

Moderated usability test Collection and Delivery, Jan/23
Moderated usability test Collection and Delivery, Jan/23
Moderated usability test Collection and Delivery, Jan/23

Post-test adjustments (web)

Results

Insertion of extra information in the viewing mode of already attached files.

The planner would like to know who attached the documents and other invoices.

Adding status of the date and time of document inclusion

The planner pointed out that it would be very important to know the date of inclusion of the documents, as this helps with the workflow between them and with logistics.

Handoff

In retrospect

This project highlighted four essential lessons for effective product development.
First, early team involvement saved time and provided valuable insights, while clear communication—async or sync—kept everyone aligned and focused. Second, quick testing proved better than no testing, catching issues early and reducing risks.

Lastly, we learned that simple solutions often deliver the most value, avoiding unnecessary complexity and focusing on user needs.
These principles—collaboration, communication, testing, and simplicity—will guide future projects to build impactful, user-centered products.