Introduction

I conducted usability research for WEX's EDGE Fuel Dashboard, validating a three-tiered product strategy that became WEX ClearView—a scalable analytics platform serving fleet managers from 2 vehicles to 10,000+ with tailored levels of insights and control.

Role: Senior UX Researcher | Timeline: 4 months

Problem Statement

Fleet managers with $1,000+ in missed fuel savings were drowning in manual spreadsheet tracking and fragmented monthly reports. They needed real-time visibility into which drivers were non-compliant and where savings opportunities existed—but different fleet sizes needed different levels of complexity.

Approach

• Recruited 10 fleet managers with $1,000+ missed savings (high motivation to improve)
• Conducted discovery interviews exploring current tools, pain points, and success metrics
• Tested EDGE Fuel Dashboard prototype through moderated usability sessions
• Validated "explanatory vs. exploratory" dashboard question across user groups
• Conducted parallel merchant research that confirmed patterns applied to both audiences

Solution

Validated a three-tiered product strategy that addressed different user needs based on fleet sophistication:

• ClearView Snap: Explanatory inbox reports for small fleets (2-49 vehicles) who want simple summaries with no login required
• ClearView Essentials: Interactive web dashboard with drill-downs for mid-large fleets (50-349 vehicles) who need to investigate exceptions
• ClearView Advanced: Essentials + fuel price optimization + driver messaging for enterprise (350+ vehicles) who want to correct driver behavior

Impact