The Problem
The Dealer Portal is the platform that CDK Dealers manage apps they subscribe to on Fortellis. User feedback revealed that there was a need to not only subscribe to apps but Dealers also wanted to access APIs directly to power their business data needs. This was a large feature to be added to Dealer Portal and the current navigation to just manage apps would need an overhaul.
Dealer Portal - Left Navigation
The solution to this would be the addition of a left navigation. The benefits of this solution:
Scalable as the platform grows
Improved hierarchy of operations. Apps and APIs would be separately managed.
User feedback applied directly to onboarding flows and edit flows, making discoverability and use much easier.
Highlights of the galleries below:
Gallery 1 is the current user journey map for onboarding an app (no left nav)
Gallery 2 is the first step of improvements that include the left nav. The onboarding flow is still kept minimal to keep the user focused on completing the onboarding process
Gallery 3 is the future state with a Dealer Dashboard, robust left nav and ability to manage Apps and APIs.
Before
Only able to manage Apps
Not Scaleable
After
Ability to jump from CDK applications using Unify
Robust Dashboard that will serve up custom content based on the user
Manage Apps, APIs, Reports and Shop for more all in the same spot
Scalable solution for future features
Journey Map for Subscribing to an App
Select Locations for the App to be turned on
Agree to Terms
Verify DMS Accounts
Confirmations and Summary
Success
App Management Screen (all navigation hidden in overflow menus for managing apps)
App on Fortellis a Dealer wants to subscribe too
Select locations
Agree to Terms
Summary Review
Verify DMS
Success
Future State - Dealer Dashboard
Future State - Manage Apps
Future State - My APIs