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CSX  ·  UX Strategy  ·  Role-based experience

From fragmented tools to one role-based platform

Decades of mergers left train and engine crews switching between five to seven applications to do one job, with access granted by hand. I led the strategy and delivery of a single role-based experience that put each worker's tools, documents, and data in one place.

Role
Director, Digital Experience
Team
20 in the Center of Excellence: UX designers and researchers, UI architects and engineers, a product analyst, and a design program manager
Partners
Chief Architect, Security, GIS, Data Center, AWS, and 8 business pillar stakeholders
Scope
First release for train and engine crews on tablets, built as a framework for every role
The role-based dashboard on a tablet: assignment, train times, documents, training, and map in one view

Results

Same day

access for new and reassigned workers, down from 24+ hours

~40%

fewer calls checking credentials and training in the first 3 months

5–7

separate apps per task consolidated into one role-based view

2020

first release on tablets, under COVID physical distancing rules

Inside the work. These are working artifacts from discovery through launch: field research, concept screens, and the before and after. They're shown to make the decisions visible, not just the final pixels.

01  StrategyThe bet

Organize the enterprise around roles, not applications.

Every acquisition had added its own tools. Field workers lost time hunting across systems, several apps had never been brought up to our UX standards, and onboarding meant requesting access one application at a time. The fix wasn't another app. It was a different model: start from what a person in a given role needs to do their job, and assemble the experience around that.

One place to work
A dashboard by role that pulls data from several systems into one view, so workers stop switching between apps.
Onboarding by role
Reusable access profiles, so a new or reassigned worker gets the right tools on day one.
A framework, not a project
Built so other roles could follow without starting over.
Do no harm
No one could lose access to an application or feature they relied on during the transition.

Access as a data foundation.

The role-based access model did more than simplify sign-on. Working with Security and the Chief Architect, we designed how authentication tokens and user profile data would be governed by role. That gave the data science team a trustworthy foundation for using machine learning to personalize the experience later.

A train and engine employee reviews the tablet prototype in a locomotive simulator
Prototype review with train and engine employees in a simulator.

Start where the work happens.

We used design thinking and the double diamond, and began with the field: site visits, shadowing, contextual interviews, and prototype reviews with train and engine crews. Their constraints set the requirements: gloves, glare, connectivity, and minutes between tasks.

Six principles guided every screen.

ReduceOrganizeContextTrustTimeEfficient

Before and after  ·  drag to compare

Before: the legacy crew application, a single list of fields After: the role-based dashboard with assignment, train times, documents, training, and map BeforeAfter

The legacy crew app showed a list of fields. The new view brings the assignment, train times and performance, documents, required training, and a live map into one screen. Personal details are blurred.

02  ExecutionHow it shipped

COVID compressed the timeline. The plan held.

Federal rail rules required physical distancing, and crews needed information without crowding into shared workspaces. We shortened the design cycle and launched the first release on tablets for train and engine crews in 2020.

WeeklyExecutive presentations on progress with design, engineering, and the program manager
OngoingDesign scope and concept reviews with executive stakeholders in Technology and the business
QuarterlyStrategy, funding, and OKR checkpoints
LaunchHandoff on the CSX design system, QA against the style guide, KPI and service desk monitoring after release

A process for every kind of request.

To keep the platform from fragmenting again, we set up a single intake with a defined path for each type of work.

New applicationNew featureUX debtTech debtOptimization

One hard call.

Constraint

Secure documents on tablets

Crews needed bulletins and timetables in the field, but the existing PDF viewer couldn't meet security requirements on tablets. I worked with the Chief Architect, Security, and our UI architect to design and implement a secure way to view documents on the device.

03  ImpactWhat it changed

A framework other roles asked for.

  • Centralized application and document access for field crews
  • Reusable access profiles that removed repetitive onboarding steps
  • Fewer applications, by combining use cases by role
  • Field crews working from tablets outside crowded workspaces during COVID
  • More roles requesting the framework after launch, all built in-house by the UX and technical teams

The work also shaped what came next: a scalable design system for future needs, and a move toward smaller, composable micro-apps instead of large monolithic applications.

Karyn Nesby

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Open to full-time and fractional leadership roles.

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