Led the end-to-end redesign of Samsara’s Qualifications product, giving HR and Compliance Managers real-time visibility into employee credentials, certifications, and training records. Partnered with product, engineering, and design leadership to build a scalable foundation that solved immediate pain points: visibility into missing or expired records, lack of alerts and 3rd party integrations.
Problem
Research & Insights
Give Managers a Unified View
of Workers and Assets
We spoke with HR and compliance managers to understand their workflows. Our research uncovered six key needs, guiding us to design a unified tool for managing assets and workers, ensuring compliance, and supporting better decision-making.
Approach & Designs
01
Dashboard to Track Qualification Status
A centralized dashboard where each driver’s qualifications are clearly displayed, highlighting missing, expired, or upcoming records. Filterable tabs let managers focus on compliance efficiently without sorting through large document lists.
02
Upload Records with AI Extract & Autofill
Managers and drivers can quickly upload qualification records using AI extraction. Drivers in the self-serve flow can simply take a photo to renew or submit new records, while managers benefit from faster record creation.
03
Access default templates for the most common qualification records or create custom templates to match your organization’s specific needs simplifying record creation and reducing errors.
04
Set alerts for expiring or missing records, and even trigger critical notifications like stopping a moving vehicle if an asset is non-compliant. Fully configurable to match compliance policies.
05
Self-Serve Driver Mobile Flow
Drivers will get notifications and can upload new or expiring qualification records directly from their mobile device. Submitted records go straight to managers for approval, reducing the manual administrative work of uploading records.
06
Managers can review submissions, approve valid records,
or request corrections to ensure all data is accurate and audit-ready.