3PL LogisticsReady-to-Install

Ready-to-Install.

From shipment tracking to installation readiness.

Delivered wasn't the same as ready for installation.

I designed the shipped Frito-Lay portal to group deliveries around the campaign, store, and installation they supported. Coordinators could review receipt, acceptance, and outstanding materials before confirming readiness for an installer.

My Role
UX Lead
Information architecture and coordinator workflows
Interfaces & Systems
  • Desktop / Web
Project Scope
Frito-Lay
Installation readiness across parcel and truck deliveries

The problem: Deliveries didn't confirm installation readiness.

Each installation depended on materials arriving from multiple vendors through separate parcel and truck-delivery paths. Tracking individual shipments did not establish whether the store had received and accepted everything needed for the work.

The installation was already scheduled.

Materials moved on different schedules while the store and installation team worked toward one planned date.

Delivery didn't mean installation-ready.

A delivery scan could not account for missing items, damage, or rejected materials. An installer could arrive while essential requirements remained unresolved.

The challenge wasn't simply tracking shipments. It was knowing whether the installation could begin.

Research: Mapping shipment paths and readiness decisions.

I mapped vendor, carrier, and store handoffs to identify where pickup, delivery, receipt, and acceptance affected installation readiness.

01PLAN & RELEASEOrder materials and set expectations
02COORDINATE & SHIPSchedule pickups and track progress
03TRANSPORTMultiple carriers, multiple paths
04RECEIVEInspect and accept materials
05INSTALLDispatch installer
FRITO LAYProject ownerOrders materials, coordinates with Grocery, and dispatches installer.
VENDORSManufacturersPrepare materials and provide tracking and pickup details.
STRIVECoordination portalCoordinates LTL pickups and tracks all shipments.
CARRIERSLTL and parcelPick up from vendor locations and deliver to Grocery.
GROCERYStore partnerReceives and inspects materials for installation.
Place orders with vendorsIncludes all materials for installation.
Share projected installation windowCoordinate with Grocery on expected dates.
Upload tracking to StriveAdd vendor tracking numbers and pickup dates.
Confirm all materials received and accepted
Dispatch installerSend team to build the temporary display.
Prepare and ship materialsProvide tracking numbers and pickup dates to Frito Lay.
Coordinate LTL pickupsCreate pickup runs, assign carriers, and track progress.
Assign carrierBook carrier for each pickup run.
Track in transitMonitor progress for each shipment.
Parcel shipment(Shipment A)
LTL shipment(Shipment B)
Parcel shipment(Shipment C)
Parcel shipment(Shipment C)
Pickup run 1Origin A
Pickup run 2Origin B
Pickup run 3Origin C
Vendor not readyAwait readiness and reschedule pickup.
Pickup exceptionInvestigate delay or bounced pickup. Assign new carrier if needed.
Delivery exceptionInvestigate delayed or lost shipment.
Rejected deliveryDamaged or incomplete items. Coordinate replacement.
Resolve exceptionsand continue tracking.
⚠
EXCEPTIONSExamples
Parcel delayed or lostTracking shows no movement or a lost package.
LTL pickup delayedCarrier has not picked up on schedule.
LTL pickup bouncedCarrier drops the order. Requires a new carrier assignment through Strive.
LTL delivery delayed or lostIn transit longer than expected or no delivery scan.
Rejected by GroceryMaterials arrive damaged or are not accepted. Requires replacement before installation can proceed.
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Parcel A in transit
Parcel C in transit
Parallel pickup runs · origins A, B & C
To Grocery receiving
Recheck readiness
Accepted at Grocery

On smaller screens, scroll sideways to explore the complete diagram.

SELECT A DECISION IN THE DIAGRAMExplore a decision path

Choose a decision or response above to reveal what happens next and highlight its place in the flow.

Interactive diagram

Design: A coordinator view for installation readiness.

The central design decision was to organize deliveries around the installation they supported. The historical portal grouped shipment information by project; the detailed coordinator view brings receipt, acceptance, and outstanding issues into that same readiness decision.

Original Frito-Lay portal

The shipped portal connected project-level shipment grouping with delivery details and tracking.

Historical Frito-Lay shipment dashboard showing project and individual delivery information.
Frito-Lay · Shipment dashboard

Review the installation.

See shipments associated with a campaign and store, including deliveries that remain missing or unresolved before installation.

Compare required deliveries.

Keep campaign and store context visible across the shipments required for installation.

Find unresolved shipments.

Identify deliveries that still need coordinator attention before installation.

A detailed coordinator view

Review required deliveries, identify unresolved materials, and distinguish delivery status from installation readiness.

Store 3284 – Frito-Lay Reset

☆

Project RTI-2024-1187 Grocery

Store 32841234 Market Street
Austin, TX 78701

Planned installationMon, Oct 21, 2024In 5 days

Project ownerAlex MorganProject Coordinator

INSTALLATION READINESS

Ready for installationAll required materials have been received and accepted.

5 of 5required deliveries
complete
PROJECT PROGRESS
  1. OrderedOct 1
  2. PickupOct 3
  3. In TransitOct 5
  4. DeliveredOct 12
  5. AcceptedOct 13
  6. ReadyOct 13
Required deliveries 5 shipments

Multiple carriers and shipment types are coordinated into one installation decision. Each delivery must be received and accepted before the installation can be dispatched.

#Description / ContentsOriginCarrierTracking IDStatusReceivedAcceptedDetails
P-001Shelf labels and signageDallas, TXFedExFedExDelivered Oct 10 Oct 10
P-002Small parts kitHouston, TXUPSUPSDelivered Oct 11 Oct 11
#Description / ContentsOriginCarrierTracking IDStatusReceivedAcceptedDetails
L-001New gondola shelvingPhoenix, AZXPOXPODelivered Oct 12 Oct 12
L-002Refrigeration panelsDallas, TXODFLODFLDelivered Oct 12 Oct 12
#Description / ContentsOriginCarrierTracking IDStatusReceivedAcceptedDetails
T-001Store returns and old fixturesStore 3284, Austin, TXFLFrito-Lay FleetCompleted Oct 09 Oct 09
Installation components All items accounted for

Key materials for this installation and the shipments that fulfill each requirement.

Grouping deliveries around the installation made readiness assessable across separate shipment paths. Final confirmation remained with the coordinator.

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