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Revamping Caterpillar’s Legacy Calculator App: Streamlining Data for Efficient Service Contract Sales

Revamping Caterpillar’s Legacy Calculator App: Streamlining Data for Efficient Service Contract Sales
caterpillar
caterpillar
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Caterpillar Inc., commonly known as Cat, is the world's leading manufacturer of construction, mining, and other heavy-duty engineering equipment. The company has been an industry leader for decades, recognized globally for its high-quality machinery and services. Caterpillar provides innovative solutions for various sectors, including construction, mining, energy, and transportation, helping businesses across the globe build the infrastructure that shapes the world.

The Objective
Caterpillar sought a redesign of their legacy PC-based Calculator app, which had been in use since the 90s. The goal was to modernize the app, aligning it with current design standards, while adding new features to enhance usability. The Calculator app helps Caterpillar's internal representatives and dealers sell service contracts by determining the appropriate contract type for specific equipment or parts. The redesign aimed to make the app easier to use, ensuring users could efficiently extract and utilize the data to create accurate offers.

The Challenge
The main challenge was transforming a complex, convoluted data table into a user-friendly interface that would allow users to easily extract the relevant information. The original app featured layers of information in a format that made it difficult for users to navigate, resulting in slower decision-making. The challenge was to streamline this process, allowing users to quickly set parameters, view data visualizations, and adjust variables to generate a final offer. Additionally, the app had to be aligned with Caterpillar’s existing style guide and brand visual guidelines while modernizing its functionality.

The Solution
SaaS Beautiful collaborated with Caterpillar’s business partner and dealer representatives to deliver a streamlined design for the Calculator app. We:

  • Simplified the app’s interface by reorganizing the convoluted data table into a more intuitive, easy-to-navigate layout, focusing on clarity and ease of access.
  • Added data visualization elements to provide a clear, visual representation of how changes in parameters would affect the final price.
  • Implemented user-friendly filters and settings, allowing users to set machine types, dealers, and other variables, and see instant updates on the price calculation.
  • Created a mid-to-high fidelity clickable prototype for early-stage testing and feedback from internal stakeholders and dealers.
  • Aligned the new design with Caterpillar’s existing style guide, ensuring consistency in look and feel across the app.
  • Iterated based on feedback and finalized the design for development, delivering the final assets and user interface components within the required timeline.

The redesigned app empowered users to navigate through complex data more efficiently, ultimately making the process of creating offers faster and more accurate, all while staying true to Caterpillar's visual identity and brand standards.

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