Guided multi-step onboarding with persistent step tracker
Guided multi-step onboarding with persistent step tracker
The onboarding flow uses a persistent top-of-page step tracker across all setup screens — making a technically complex configuration process feel structured and achievable, and giving admins clear orientation throughout.
The onboarding flow uses a persistent top-of-page step tracker across all setup screens — making a technically complex configuration process feel structured and achievable, and giving admins clear orientation throughout.
AI-powered fleet data ingestion shown in two states
AI-powered fleet data ingestion shown in two states
The fleet profile step communicates AI processing through a before/after UX — upload state followed by a structured tabular output — making the platform's core intelligence visible during setup, not just post-launch.
The fleet profile step communicates AI processing through a before/after UX — upload state followed by a structured tabular output — making the platform's core intelligence visible during setup, not just post-launch.
Vendor setup with compliance-driven table structure
Vendor setup with compliance-driven table structure
The vendor setup step and corresponding Vendor Information module surface compliance-relevant fields (COI expiry, coverage, rate card, compliance status) in a filterable table — framing vendor management as a compliance and risk function, not just a contact list.
The vendor setup step and corresponding Vendor Information module surface compliance-relevant fields (COI expiry, coverage, rate card, compliance status) in a filterable table — framing vendor management as a compliance and risk function, not just a contact list.
Invoice configuration as a rule matrix
Invoice configuration as a rule matrix
Invoice rules are presented as a structured matrix (invoice type vs. PO requirements, submission methods, required documents) with conditional dropdowns — translating a complex operational policy into a scannable, configurable UI.
Invoice rules are presented as a structured matrix (invoice type vs. PO requirements, submission methods, required documents) with conditional dropdowns — translating a complex operational policy into a scannable, configurable UI.
Contract Assurance module dashboard as the platform flagship
The contract advisory dashboard anchors the POC's final flow — representing the platform's highest-value module with a contract library, flagged items, and recommended terms, establishing the product's core intelligence proposition visually.