Ryder System Inc.

Transforming enterprise workflows: enabling self-service for
national accounts and equipping admins with tools to manage
fulfillment.

My role: Lead Product Designer

Scope: Self-Service · Automation · Admin Tools

Duration: June 2024- Ongoing

Results at a Glance

  • 80% faster onboarding & order processing

  • 95% of account management tasks automated

  • Customers can self-onboard without Ryder admins

  • Admins gained full visibility into approvals


Context

Ryder is a leader in logistics and transportation solutions, serving enterprise clients with complex rental and fleet needs. Previously, Ryder’s rental operations for national accounts were handled through manual processes and outdated legacy systems.

The result was an experience filled with bottlenecks, delayed fulfillment, and limited visibility for both customers and employees.

The Phoenix platform was created to modernize this ecosystem- designing a bridge between rentals, billing, organizational management, and credit applications into one experience layer.



Challenge


Before Phoenix, Ryder’s workflows ran on decades-old green screens. Customers couldn’t access them directly, so every simple task- adding team members, checking credit, tracking orders- all required manual intervention.

"Every time we needed to add a new driver, we had to call Ryder support and wait days for approval. It slowed down our whole operation.”
- Karen, Fleet Manager at a National Rental Account



This led to:

  • Outdated systems with rigid, text-heavy screens not built for customer use.

  • Limited transparency where customers couldn’t easily track documents or billing profile connections.

  • High support burden since account managers were spending time on manual updates rather than strategic support.


Design Challenge: How can we create a single, cohesive platform that puts customers in control of their accounts while keeping enterprise compliance intact?


Opportunity

Phoenix wasn’t just a portal- it was an opportunity to transform Ryder’s relationship with customers.


Our goal was to:

  1. Enable self-service for national accounts to create and manage organizations for rental orders.

  2. Automate order decisioning with a rules-driven decision engine.

  3. Provide admins with a unified tool to review, fulfill, or intervene when necessary.


This required system-wide design: aligning customer-facing flows, backend decisioning, and internal admin tools into one ecosystem.



Approach

Designing Phoenix started with understanding Ryder’s legacy green-screen systems to see how outdated tools shaped workflows.


These outdated systems defined how data flowed (or didn’t), and any modern solution needed to integrate with them.


  • My first step was mapping dependencies, surfacing where data broke down, and identifying where manual work was unavoidable.


My approach combined systems thinking, legacy analysis, user research, and agile delivery to modernize enterprise rental operations.


  1. Designing the dual experience

Phoenix had to support two sides of the workflow

  • Customers: Submit an order → system evaluates it.

  • Admins: Step in when automation isn’t enough.


The logic worked in the follow way:

  1. Customer submits an order.

  2. Decision engine evaluates it:

    • If compliant → auto-approved and fulfilled.

    • If flagged → routed to manual queue.

  3. Admin tool enables employees to review, approve, or reject, with full audit history.

This balance of automation + human oversight allowed Ryder to scale while maintaining compliance.

Customer Onboarding

Automates approvals previously handled manually.

Rental Order Decision Engine

Built-in exception handling → reduces compliance risk.


  1. Navigating constraints

Working with data architects was critical. The legacy systems weren’t built for clean integrations, and we faced some blockers:

  1. Legacy limitations | Data architects flagged missing or inconsistent data across billing profiles. To adapt, I designed flows with progressive verification- allowing customers to move forward while surfacing issues for admins.

  2. Scalability | National accounts can manage organizations and orders independently.

  3. Visibility | Both customers and admins have clear status tracking, improving trust and reducing support calls.



  1. Iteration & Validation

    Through prototyping and usability testing, we refined flows for both customers and admins. Iterations focused on:

    • Simplifying billing profile selection.

    • Clarifying rejection messages with actionable next steps (e.g., call a rep).

    • Making the admin dashboard intuitive for high-volume processing.



Design

The release of Phoenix unified what used to be siloed workflows into a single, scalable platform. Both customers and employees now experience a streamlined rental process:


A.I Integration Process


After establishing self-service workflows, we introduced RyderGyde, which is an AI assistant that transforms fleet data into actionable recommendations.


  1. Utilization Optimization


Fleet Manager analyzes weekly utilization data and discovers underutilized trucks. AI identifies underutilized vehicles and suggests relocation strategies to improve fleet efficiency.


  1. Fuel Efficiency & Cost Analysis


Fleet Manager asks about fuel costs for a specific location. AI identifies cost overruns, pinpoints the cause, and recommends optimized fuel sourcing with projected savings


  1. Vehicle Location


Fleet Manager needs available trucks near a specific location for an urgent pickup. AI displays real-time vehicle locations with actionable options to contact drivers and coordinate the pickup.


Customers Experience


1.Self-service Invite & Role Management


A modern self-service portal where national accounts can create organizations, place rental orders, and track reservations without relying on phone calls or emails.


  • Invite, remove, and manage team members with role-based permissions, ensuring the right people have the right access.

  • Role-specific access minimizes risk and improves internal accountability.

2.Reservations and Rental Orders Visibility


Clear view into order and reservation status, billing profiles, and application progress, reducing frustration and increasing trust.



3.Onboarding with Smart Defaults


Customers can now join organizations without relying on Ryder support. They simply enter an account number, trigger admin approval, and gain access.


Admin Experience


1.Centralized Control for Admins


Admins can monitor every application in one place, with clear status indicators (received, under review, approved, rejected). This reduces manual tracking, speeds up reviews, and ensures compliance by keeping all actions transparent and logged.


2.Exception Handling Made Simple


When an order can’t be auto-approved, admins can review customer details and select critical requirements like insurance or liability coverage before approving. This ensures exceptions are handled quickly and consistently while keeping compliance intact.


Reflection

This project showed me how enterprise UX is about balancing automation with oversight. By redesigning Ryder’s legacy onboarding into a self-service system, we accelerated rentals, empowered admins, and reduced operational dependency. It reinforced my approach: designing systems that scale without losing control.

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