Molly Morrell

← Work

Dealer Uptime Services

Designing, measuring and reporting a pilot that turned Ford dealers into uptime partners for small fleets, from journey maps and service blueprint to the dashboard that tracked it through to market launch.

  • Service design
  • Customer research
  • Analytics
Role
CX lead: journeys and blueprint, measurement framework, data pipeline and dashboard
Team
European CX, dealer enablement, UX and digital, go-to-market, product and pilot teams
Context
Ford Pro
Year
2025–26

Outcome

My Power BI dashboards became the pilot's central reporting tool and stayed in use through to the market launch of Dealer Uptime Services. They replaced a weekly manual spreadsheet process with one source of truth across ten data sources.

dealer sites onboarded
15
fleet customers
550
vans sharing health data
2,284
dealer staff trained
89
A team in a dealer's uptime centre in front of wall screens showing connected-vehicle health dashboards

A van off the road costs a small business around €700 a day. Ford Pro already receives millions of health signals a day from more than 1.2 million connected vans in Europe, but a small fleet with a handful of vans was never going to watch a telematics dashboard. Their local dealer could.

Dealer Uptime Services (DUS) piloted exactly that. Dealers used Ford’s Vehicle Care Portal to see prioritised health alerts for their customers’ vans, then called to book the fix before it became a breakdown. The pilot had to prove that this data lets dealers sell an uptime service that makes them more per customer and costs customers less.

My part: I mapped the customer and dealer journeys with the European CX and dealer enablement teams, built the service blueprint with the UX and digital team, wrote the dealer pitch guidance, interviewed pilot dealers on site, designed how the pilot would be measured, then built the data pipeline and dashboard that tracked it, solo, until I handed it over in March 2026. Those dashboards went on to be the central reporting tool for the pilot’s scale-up and the service’s market launch.

Mapping the service

The service only works if three groups change how they work at once: fleet customers, dealer staff and Ford’s own teams. We started from how small fleets buy and service vans today, then designed how the pilot needed to run, front stage and back.

I mapped the current and future journeys in collaboration with the European CX team and dealer enablement, and built the service blueprint with the UX and digital team. I then ran the workshops that reconciled the two across UX, go-to-market, product and the pilot team. Finally, I extended both maps with the lanes I needed for measurement: the metric that would show whether each stage was working, and the data source it would come from.

From today's journeys to the pilot blueprint

Four maps. Pick a stage to see what happens in it, or open the full map.

How small fleets buy a commercial vehicle today, built from dealer site visits and customer panels in the UK and Germany.

01Trigger and research

Customer actions

  • New business, a renewal cycle, changing needs or a van beyond repair starts the search
  • Researches online and asks other business owners

Dealer actions

  • Monitors online leads and third-party ads
  • Uses existing contacts to prospect

Touchpoints

Ford and dealer websites, third-party lead sites, CRM

Insights

Over half of commercial vehicle sales happen by phone or email

Pain points

  • Website is fragmented and information is hard to find

Where the uptime service could fit

  • 1 Promotion on the dealer website

02Consider

Customer actions

  • Calls, emails or visits the dealer to discuss requirements
  • Asks whether an EV or a conversion would work
  • Sometimes test drives, mostly for new technology

Dealer actions

  • Qualifies the customer, checks stock
  • Discusses options, trade-in, conversions and finance

Touchpoints

Showroom, phone, email, configurator

Insights

Showroom sales are quick, price-led and product-focused

Pain points

  • Dealer can't answer questions about Ford Pro services or EVs
  • Staff haven't been trained on Ford Pro and lack confidence demoing telematics

Where the uptime service could fit

  • 2 Sales exec raises it at replacement time
  • 3 Pitched at the first consultation

03Purchase

Customer actions

  • Negotiates finance and trade-in
  • Confirms spec and options, then places the order

Dealer actions

  • Creates quotes, orders and finance documents
  • Pitches add-ons like warranties
  • Refers the customer to Ford Pro to activate software

Touchpoints

Ordering and finance systems, e-signature

Insights

What dealers sell tracks closely with how they are paid

Pain points

  • Dealer can only refer customers to Ford Pro, not sell
  • No visibility of what happens after a referral

Where the uptime service could fit

  • 4 Offered as an add-on during spec
  • 5 Enrolment at marketing-consent capture
  • 7 At referral to Ford Pro software

04Wait for delivery

Customer actions

  • Waits for updates on build and delivery
  • Agrees a handover date

Dealer actions

  • Chases build updates and keeps the customer informed

Touchpoints

Dealer portal, phone, email, WhatsApp

Insights

Customers want to know what to expect and when

Pain points

  • Delivery dates come from too many sources and change

05Handover and ownership

Customer actions

  • Collects the van and sets up the app
  • Gets check-in calls and several surveys

Dealer actions

  • Runs the vehicle check and handover
  • Connects the van to the app
  • Calls for feedback on ownership

Touchpoints

Ford app, survey platforms

Insights

Customers don't distinguish the dealer from Ford, and expect anyone to know their history

Pain points

  • Several people from Ford and the dealer contact the customer
  • Too many surveys

Where the uptime service could fit

  • 6 Pre-handover chat with the decision-maker
See the full map

Every lane, every stage. Scroll sideways.

Trigger and research
Consider
Purchase
Wait for delivery
Handover and ownership
Customer actions
  • New business, a renewal cycle, changing needs or a van beyond repair starts the search
  • Researches online and asks other business owners
  • Calls, emails or visits the dealer to discuss requirements
  • Asks whether an EV or a conversion would work
  • Sometimes test drives, mostly for new technology
  • Negotiates finance and trade-in
  • Confirms spec and options, then places the order
  • Waits for updates on build and delivery
  • Agrees a handover date
  • Collects the van and sets up the app
  • Gets check-in calls and several surveys
Line of interaction
Dealer actions
  • Monitors online leads and third-party ads
  • Uses existing contacts to prospect
  • Qualifies the customer, checks stock
  • Discusses options, trade-in, conversions and finance
  • Creates quotes, orders and finance documents
  • Pitches add-ons like warranties
  • Refers the customer to Ford Pro to activate software
  • Chases build updates and keeps the customer informed
  • Runs the vehicle check and handover
  • Connects the van to the app
  • Calls for feedback on ownership
Touchpoints
Ford and dealer websites, third-party lead sites, CRM
Showroom, phone, email, configurator
Ordering and finance systems, e-signature
Dealer portal, phone, email, WhatsApp
Ford app, survey platforms
Insights
Over half of commercial vehicle sales happen by phone or email
Showroom sales are quick, price-led and product-focused
What dealers sell tracks closely with how they are paid
Customers want to know what to expect and when
Customers don't distinguish the dealer from Ford, and expect anyone to know their history
Pain points
  • Website is fragmented and information is hard to find
  • Dealer can't answer questions about Ford Pro services or EVs
  • Staff haven't been trained on Ford Pro and lack confidence demoing telematics
  • Dealer can only refer customers to Ford Pro, not sell
  • No visibility of what happens after a referral
  • Delivery dates come from too many sources and change
  • Several people from Ford and the dealer contact the customer
  • Too many surveys
Where the uptime service could fit
  • 1 Promotion on the dealer website
  • 2 Sales exec raises it at replacement time
  • 3 Pitched at the first consultation
  • 4 Offered as an add-on during spec
  • 5 Enrolment at marketing-consent capture
  • 7 At referral to Ford Pro software
  • 6 Pre-handover chat with the decision-maker

How planned servicing and unplanned repairs work today, from the first warning light to collecting the van.

01Trigger

Customer actions

  • A service falls due, a warning light comes on or the van breaks down
  • Calls roadside assistance if it can't be driven

Dealer actions

  • Accepts or turns down a breakdown recovery depending on capacity

Touchpoints

Dashboard warning, roadside assistance

Insights

Drivers may ignore warning lights and not tell the fleet manager

Pain points

  • Van turned away by the local dealer when the workshop is full
  • Out-of-hours drop-offs left at unsecured sites

02Booking

Customer actions

  • Calls the dealer or books online
  • Repeats vehicle and personal details

Dealer actions

  • Service advisor checks the customer record, service history and any vehicle health data
  • Books the slot

Touchpoints

Phone, online booking, dealer management system

Insights

Customers who are comfortable online prefer digital booking

Pain points

  • Online bookings aren't connected to the dealer system, so details are typed twice

03Preparation

Customer actions

  • Gets a reminder call the day before

Dealer actions

  • Pre-orders and stages parts two to three days ahead
  • Prints the job card

Touchpoints

Parts system, job card

Insights

Dealers only pre-order parts if they can return unused ones without a fee

Pain points

  • Automated reminders get missed
  • Parts shortages hit both uptime and workshop capacity

Where the uptime service could fit

  • 9 Reminder call before the appointment

04Arrival and check-in

Customer actions

  • Finds parking and reception
  • Confirms details and signs the job card
  • Moves tools into a courtesy van, if one is offered

Dealer actions

  • Records damage
  • Offers express service, mobile service or a courtesy van

Touchpoints

Reception, paper or digital job card

Insights

Many dealers still prefer paper job cards

Pain points

  • Hard to park
  • Slow manual check-in
  • Worry about expensive tools left in the van

05Workshop

Customer actions

  • Gets a video health check and approves or rejects extra work
  • Calls for progress if the repair runs long

Dealer actions

  • Assigns a technician by job complexity
  • Inspects, diagnoses and repairs

Touchpoints

Video health check, diagnostic tools

Insights

Customers push back on unexpected extra work

Pain points

  • Not knowing the repair status or when the van will be back is worse than the breakdown itself

Where the uptime service could fit

  • 8 Decision-maker consulted on extra work: pitch prevention, and data sharing if the modem isn't active
  • 10 After the health check: how monitoring could have caught this earlier

06Collection and aftercare

Customer actions

  • Reviews the work, pays and collects the van
  • Receives a survey

Dealer actions

  • Walks the customer through the work and invoices
  • Follows up on outstanding issues

Touchpoints

Invoice, survey

Insights

Customers value courtesy vans and pick-up and delivery, which are expensive for dealers

Pain points

  • Collection only during opening hours
  • Moving tools between vans twice

Where the uptime service could fit

  • 11 At handover after the service
  • 12 Follow-up once the customer has had time to think
See the full map

Every lane, every stage. Scroll sideways.

Trigger
Booking
Preparation
Arrival and check-in
Workshop
Collection and aftercare
Customer actions
  • A service falls due, a warning light comes on or the van breaks down
  • Calls roadside assistance if it can't be driven
  • Calls the dealer or books online
  • Repeats vehicle and personal details
  • Gets a reminder call the day before
  • Finds parking and reception
  • Confirms details and signs the job card
  • Moves tools into a courtesy van, if one is offered
  • Gets a video health check and approves or rejects extra work
  • Calls for progress if the repair runs long
  • Reviews the work, pays and collects the van
  • Receives a survey
Line of interaction
Dealer actions
  • Accepts or turns down a breakdown recovery depending on capacity
  • Service advisor checks the customer record, service history and any vehicle health data
  • Books the slot
  • Pre-orders and stages parts two to three days ahead
  • Prints the job card
  • Records damage
  • Offers express service, mobile service or a courtesy van
  • Assigns a technician by job complexity
  • Inspects, diagnoses and repairs
  • Walks the customer through the work and invoices
  • Follows up on outstanding issues
Touchpoints
Dashboard warning, roadside assistance
Phone, online booking, dealer management system
Parts system, job card
Reception, paper or digital job card
Video health check, diagnostic tools
Invoice, survey
Insights
Drivers may ignore warning lights and not tell the fleet manager
Customers who are comfortable online prefer digital booking
Dealers only pre-order parts if they can return unused ones without a fee
Many dealers still prefer paper job cards
Customers push back on unexpected extra work
Customers value courtesy vans and pick-up and delivery, which are expensive for dealers
Pain points
  • Van turned away by the local dealer when the workshop is full
  • Out-of-hours drop-offs left at unsecured sites
  • Online bookings aren't connected to the dealer system, so details are typed twice
  • Automated reminders get missed
  • Parts shortages hit both uptime and workshop capacity
  • Hard to park
  • Slow manual check-in
  • Worry about expensive tools left in the van
  • Not knowing the repair status or when the van will be back is worse than the breakdown itself
  • Collection only during opening hours
  • Moving tools between vans twice
Where the uptime service could fit
  • 9 Reminder call before the appointment
  • 8 Decision-maker consulted on extra work: pitch prevention, and data sharing if the modem isn't active
  • 10 After the health check: how monitoring could have caught this earlier
  • 11 At handover after the service
  • 12 Follow-up once the customer has had time to think

How the service needed to work for dealers and customers during the pilot. The bottom lane is what I added when designing measurement: the metric that showed whether each stage was working, and where it had reached by March 2026.

01Contracting

Dealer actions

  • Joins a pitch from the pilot team
  • Signs the pilot agreement

Touchpoints

Pitch meeting, agreement

What pilot dealers told us

Dealers want to feel confident about Ford Pro before selling it

Moments that matter

  • Dealers expected a different tool from the one they got

How I measured it (by Mar 2026)

  • Dealer sites onboarded: 15

02Training

Dealer actions

  • Attends in-person training on the health portal and go-to-market plan
  • Gets portal access

Touchpoints

Training session, health portal

What pilot dealers told us

Dealers asked for on-demand video training with case studies and role-play

Moments that matter

  • Training has to cover selling, not just the software

How I measured it (by Mar 2026)

  • Staff trained: 89
  • Confidence, pre vs post: 2.9 → 4.6 out of 5

03Lead identification

Dealer actions

  • Uses a qualification toolkit to find suitable customers

Touchpoints

Qualification toolkit, CRM

What pilot dealers told us

The service fits small fleets that use a single dealer

Moments that matter

  • Pitching to someone who isn't the fleet decision-maker

How I measured it (by Mar 2026)

  • Vans submitted for onboarding: 2,621
  • Capability rate (capable ÷ submitted)

04Customer pitch

Customer actions

  • Hears about the service while buying, servicing or replacing a van
  • Raises concerns about cost and data sharing

Dealer actions

  • Pitches at one of 12 moments across sales and service, from the website to vehicle handover

Touchpoints

Website, showroom, phone, service desk

What pilot dealers told us

Customers see the productivity benefit quickly, but not the cost saving

Moments that matter

  • Dealers are used to closing sales, not explaining services
  • Hard to show value over the phone

How I measured it (by Mar 2026)

  • Customers onboarded: 550
  • Average 3.6 vans per customer

05Contract and consent

Customer actions

  • Shares the list of vans to check
  • Signs an agreement naming the enrolled vans and consenting to data sharing

Dealer actions

  • Prepares the contract and sends the van list to Ford for a capability check
  • Tells the customer which vans qualify

Touchpoints

E-signature, email

What pilot dealers told us

Pilot dealers reported no customer objections to data sharing

Moments that matter

  • Paperwork and consent spread across email and forms

How I measured it (by Mar 2026)

  • Vans with data consent: 2,284
  • Consented ÷ capable

06Account set-up

Customer actions

  • Gets a welcome email setting out timings and support contacts
  • Confirms consent and sets a password

Dealer actions

  • Gets confirmation that the customer's vans are live in the portal

Touchpoints

Welcome email, Ford Pro account

What pilot dealers told us

Customers want to know how long set-up takes

Moments that matter

  • No promised set-up time
  • Customers miss the email and never activate

How I measured it (by Mar 2026)

  • Vans subscribed: 1,982
  • Cases resolved within 2 weeks: 79%
  • Time stuck in 'pending'

07Daily use

Customer actions

  • Nothing to do: vans are monitored in the background

Dealer actions

  • Reviews prioritised health alerts
  • Checks history, logs the next action and calls the customer

Touchpoints

Health portal, dealer management system

What pilot dealers told us

Non-technical aftersales staff could run the portal from day one

Moments that matter

  • Customers have preferred times and channels for calls

How I measured it (by Mar 2026)

  • Weekly active portal users: 20
  • Alerts cleared within 7 days: 87%

08Vehicle serviced

Customer actions

  • Gets a call about an issue and agrees a time
  • Knows the cost up front
  • Drops off and collects the van

Dealer actions

  • Pre-orders parts and schedules the job
  • Calls when the van is ready

Touchpoints

Phone, parts system, job card

What pilot dealers told us

Dealers booked new work in the first week

Moments that matter

  • Customers can't easily get to the dealer during opening hours

How I measured it (by Mar 2026)

  • Repair order duration: 6.26 → 3.62 days
  • Fixed right first time: 87% → 97%

09Aftercare and offboarding

Customer actions

  • Gets a follow-up call and a survey
  • Can add or remove vans, or cancel

Dealer actions

  • Follows up on outstanding issues and primes the survey
  • Asks about adding vans

Touchpoints

Phone, email, survey

What pilot dealers told us

Recall alerts were welcomed; minor alerts like washer fluid felt patronising

Moments that matter

  • No clear plan for what happens when the pilot ends

How I measured it (by Mar 2026)

  • Dealer NPS: 56 → 74 (small sample)
  • Vans defleeted: 11
See the full map

Every lane, every stage. Scroll sideways.

Dealer onboarding
Discover
Order and onboard
Operate
Contracting
Training
Lead identification
Customer pitch
Contract and consent
Account set-up
Daily use
Vehicle serviced
Aftercare and offboarding
Customer actions
  • Hears about the service while buying, servicing or replacing a van
  • Raises concerns about cost and data sharing
  • Shares the list of vans to check
  • Signs an agreement naming the enrolled vans and consenting to data sharing
  • Gets a welcome email setting out timings and support contacts
  • Confirms consent and sets a password
  • Nothing to do: vans are monitored in the background
  • Gets a call about an issue and agrees a time
  • Knows the cost up front
  • Drops off and collects the van
  • Gets a follow-up call and a survey
  • Can add or remove vans, or cancel
Line of interaction
Dealer actions
  • Joins a pitch from the pilot team
  • Signs the pilot agreement
  • Attends in-person training on the health portal and go-to-market plan
  • Gets portal access
  • Uses a qualification toolkit to find suitable customers
  • Pitches at one of 12 moments across sales and service, from the website to vehicle handover
  • Prepares the contract and sends the van list to Ford for a capability check
  • Tells the customer which vans qualify
  • Gets confirmation that the customer's vans are live in the portal
  • Reviews prioritised health alerts
  • Checks history, logs the next action and calls the customer
  • Pre-orders parts and schedules the job
  • Calls when the van is ready
  • Follows up on outstanding issues and primes the survey
  • Asks about adding vans
Touchpoints
Pitch meeting, agreement
Training session, health portal
Qualification toolkit, CRM
Website, showroom, phone, service desk
E-signature, email
Welcome email, Ford Pro account
Health portal, dealer management system
Phone, parts system, job card
Phone, email, survey
What pilot dealers told us
Dealers want to feel confident about Ford Pro before selling it
Dealers asked for on-demand video training with case studies and role-play
The service fits small fleets that use a single dealer
Customers see the productivity benefit quickly, but not the cost saving
Pilot dealers reported no customer objections to data sharing
Customers want to know how long set-up takes
Non-technical aftersales staff could run the portal from day one
Dealers booked new work in the first week
Recall alerts were welcomed; minor alerts like washer fluid felt patronising
Moments that matter
  • Dealers expected a different tool from the one they got
  • Training has to cover selling, not just the software
  • Pitching to someone who isn't the fleet decision-maker
  • Dealers are used to closing sales, not explaining services
  • Hard to show value over the phone
  • Paperwork and consent spread across email and forms
  • No promised set-up time
  • Customers miss the email and never activate
  • Customers have preferred times and channels for calls
  • Customers can't easily get to the dealer during opening hours
  • No clear plan for what happens when the pilot ends
How I measured it (by Mar 2026)
  • Dealer sites onboarded: 15
  • Staff trained: 89
  • Confidence, pre vs post: 2.9 → 4.6 out of 5
  • Vans submitted for onboarding: 2,621
  • Capability rate (capable ÷ submitted)
  • Customers onboarded: 550
  • Average 3.6 vans per customer
  • Vans with data consent: 2,284
  • Consented ÷ capable
  • Vans subscribed: 1,982
  • Cases resolved within 2 weeks: 79%
  • Time stuck in 'pending'
  • Weekly active portal users: 20
  • Alerts cleared within 7 days: 87%
  • Repair order duration: 6.26 → 3.62 days
  • Fixed right first time: 87% → 97%
  • Dealer NPS: 56 → 74 (small sample)
  • Vans defleeted: 11

Everything needed behind the scenes to deliver the pilot, from dealer onboarding to offboarding. The data lane is the build-out: where each stage left a trace I could report on.

01Dealer onboarding

Physical evidence

Pilot agreement, training materials

Dealer front stage

  • Gets trained in person
  • Agrees a go-to-market plan with the field team

Dealer back stage

  • Defines its sales pitch for the service

Ford Pro teams

  • Account team provisions the dealer, adds the licence and confirms portal access
  • Billing sets up the monthly subscription

Systems

CRM, marketplace, health portal, billing

Data I reported from

  • CRM: dealer licence start dates
  • Training survey: confidence before and after

Risks

  • Dealers expect a different tool from the one they'll use
  • Ongoing training and support not yet planned

02Customer sale

Physical evidence

Sales pitch, customer agreement

Customer

  • Discusses a purchase, renewal or fleet change with the dealer
  • Agrees to enrol and picks which vans

Dealer front stage

  • Demos the service and the cost and uptime savings
  • Prepares consent naming the vans

Dealer back stage

  • Shares the van list and consent with Ford

Ford Pro teams

  • Enablement team runs the capability check on each van

Systems

Capability check tool

Data I reported from

  • CRM onboarding cases: vans submitted vs capable

Risks

  • Sales could take hours or days, which makes set-up hard to plan
  • A dealer-led pitch varies from dealer to dealer

03Account creation

Physical evidence

Welcome and verification emails

Customer

  • Gets a verification email and sets a password
  • Logs in

Dealer front stage

  • Reminds the customer to set a password if they haven't

Ford Pro teams

  • Account team checks for an existing account or creates one
  • Sends the verification email

Systems

CRM, Ford Pro account

Data I reported from

  • Marketplace: customers and accounts

Risks

  • No guaranteed turnaround from the enablement team
  • No follow-up if the customer ignores the email

04Vehicle set-up

Physical evidence

Confirmation from the dealer

Customer

  • Hears from the dealer that the vans are being monitored

Dealer front stage

  • Tells the customer they're set up

Ford Pro teams

  • Enablement team confirms ownership, enrols the vans and records consent
  • Chases failures, escalating after two attempts

Systems

Marketplace, consent platform, health portal

Data I reported from

  • Marketplace: subscriptions, enrolment status, consent

Risks

  • Unclear delay between consent and data appearing in the portal

05Monitoring

Physical evidence

Phone call about a vehicle issue

Dealer front stage

  • Calls the customer to explain the work needed and book it

Dealer back stage

  • Reviews alerts daily, grouped by customer
  • Checks history and whether the van has been seen elsewhere
  • Logs the next action and assigns a caller

Ford Pro teams

  • Tracks onboarding cases and portal usage

Systems

Health portal, parts system, dealer management system

Data I reported from

  • Portal analytics: active users, sessions
  • Alert back end: severity, time to clear

Risks

  • Without tracking, nobody can see where customers drop off

06Service visit

Physical evidence

Job card, invoice

Customer

  • Agrees a time, brings the van in and collects it

Dealer front stage

  • Carries out the work and calls when it's complete

Dealer back stage

  • Checks parts lead times and orders
  • Schedules the job

Systems

Dealer management system, parts system

Data I reported from

  • Invoices: value, type, nominated dealer
  • Workshop system: repair order duration

Risks

  • Systems aren't integrated, so data gets duplicated or goes missing

07Feedback and research

Physical evidence

Survey, interview invitation

Customer

  • Completes the survey
  • Takes part in an interview every three months

Dealer front stage

  • Follows up and prompts the survey

Dealer back stage

  • Takes part in a dealer interview

Ford Pro teams

  • CX team designs the survey with dealers
  • Research team schedules and runs interviews, then synthesises findings

Systems

Survey platform, video calls

Data I reported from

  • Service surveys: NPS, satisfaction, fixed first time

Risks

  • Customers already get too many surveys

08Offboarding

Physical evidence

Confirmation that data sharing has stopped

Customer

  • Asks to remove vans or cancel

Dealer front stage

  • Passes the request to Ford support
  • Tells the customer they've been removed

Dealer back stage

  • Pays the monthly licence, or stops

Ford Pro teams

  • Support raises a task to remove consent
  • Pilot team tells dealers when the pilot ends and what happens next

Systems

CRM, marketplace

Data I reported from

  • CRM: defleet cases

Risks

  • Manual steps won't scale
  • No exit criteria or post-pilot plan
See the full map

Every lane, every stage. Scroll sideways.

Dealer onboarding
Customer sale
Account creation
Vehicle set-up
Monitoring
Service visit
Feedback and research
Offboarding
Physical evidence
Pilot agreement, training materials
Sales pitch, customer agreement
Welcome and verification emails
Confirmation from the dealer
Phone call about a vehicle issue
Job card, invoice
Survey, interview invitation
Confirmation that data sharing has stopped
Customer
  • Discusses a purchase, renewal or fleet change with the dealer
  • Agrees to enrol and picks which vans
  • Gets a verification email and sets a password
  • Logs in
  • Hears from the dealer that the vans are being monitored
  • Agrees a time, brings the van in and collects it
  • Completes the survey
  • Takes part in an interview every three months
  • Asks to remove vans or cancel
Line of interaction
Dealer front stage
  • Gets trained in person
  • Agrees a go-to-market plan with the field team
  • Demos the service and the cost and uptime savings
  • Prepares consent naming the vans
  • Reminds the customer to set a password if they haven't
  • Tells the customer they're set up
  • Calls the customer to explain the work needed and book it
  • Carries out the work and calls when it's complete
  • Follows up and prompts the survey
  • Passes the request to Ford support
  • Tells the customer they've been removed
Line of visibility
Dealer back stage
  • Defines its sales pitch for the service
  • Shares the van list and consent with Ford
  • Reviews alerts daily, grouped by customer
  • Checks history and whether the van has been seen elsewhere
  • Logs the next action and assigns a caller
  • Checks parts lead times and orders
  • Schedules the job
  • Takes part in a dealer interview
  • Pays the monthly licence, or stops
Line of internal interaction
Ford Pro teams
  • Account team provisions the dealer, adds the licence and confirms portal access
  • Billing sets up the monthly subscription
  • Enablement team runs the capability check on each van
  • Account team checks for an existing account or creates one
  • Sends the verification email
  • Enablement team confirms ownership, enrols the vans and records consent
  • Chases failures, escalating after two attempts
  • Tracks onboarding cases and portal usage
  • CX team designs the survey with dealers
  • Research team schedules and runs interviews, then synthesises findings
  • Support raises a task to remove consent
  • Pilot team tells dealers when the pilot ends and what happens next
Systems
CRM, marketplace, health portal, billing
Capability check tool
CRM, Ford Pro account
Marketplace, consent platform, health portal
Health portal, parts system, dealer management system
Dealer management system, parts system
Survey platform, video calls
CRM, marketplace
Data I reported from
  • CRM: dealer licence start dates
  • Training survey: confidence before and after
  • CRM onboarding cases: vans submitted vs capable
  • Marketplace: customers and accounts
  • Marketplace: subscriptions, enrolment status, consent
  • Portal analytics: active users, sessions
  • Alert back end: severity, time to clear
  • Invoices: value, type, nominated dealer
  • Workshop system: repair order duration
  • Service surveys: NPS, satisfaction, fixed first time
  • CRM: defleet cases
Risks
  • Dealers expect a different tool from the one they'll use
  • Ongoing training and support not yet planned
  • Sales could take hours or days, which makes set-up hard to plan
  • A dealer-led pitch varies from dealer to dealer
  • No guaranteed turnaround from the enablement team
  • No follow-up if the customer ignores the email
  • Unclear delay between consent and data appearing in the portal
  • Without tracking, nobody can see where customers drop off
  • Systems aren't integrated, so data gets duplicated or goes missing
  • Customers already get too many surveys
  • Manual steps won't scale
  • No exit criteria or post-pilot plan
How the maps were built

The current-state journeys came from dealer site visits and customer panels in the UK and Germany. The pilot journey and blueprint were created in April 2025 and validated in workshops with go-to-market, product and the pilot team before launch in July 2025. Physical evidence, systems and risks sit in the blueprint so operational gaps were visible before the first customer signed up.

Twelve moments to pitch

Dealers are used to closing a sale, not explaining a service. So rather than one sales script, I wrote pitch guidance around twelve natural moments across sales and servicing where dealers could raise uptime, each with an angle that fitted the conversation already happening.

  1. Promotion on the dealer website, with the customer leading the conversation

    Answer the needs they raise and show proactive problem-solving and value for money.

    Sales exec or call centre

  2. Sales exec gets in touch about replacing a van

    How the service simplifies fleet management and lowers running costs over the van's life.

    Sales exec or call centre

  3. First consultation in the dealership

    Peace of mind. Not every business needs full fleet management, but even the smallest needs uptime.

    Sales exec

  4. Add-on while configuring the spec

    An investment that protects the van with connected data and makes maintenance costs predictable.

    Sales exec

  5. At marketing-consent capture, if the service is free

    Easy enrolment and immediate benefits, framed as a complimentary bonus.

    Sales exec

  6. Before handover, with the fleet decision-maker

    Pick up the earlier conversation, tailor one benefit and offer a no-commitment trial.

    Sales exec

  7. At referral to Ford Pro's connected software

    How uptime monitoring complements the rest of Ford Pro's connected services.

    Sales exec or call centre

  1. Decision-maker consulted about extra work

    Cost avoidance and preventative maintenance, plus data sharing if the van's modem isn't active.

    Service advisor

  2. Reminder call before an appointment

    Convenience, and a service that books itself around the customer.

    Call centre or service advisor

  3. After the first health check finds extra work

    How monitoring could have caught this earlier, and saved the cost.

    Service advisor

  4. Handing the van back after a service

    The service is already working behind the scenes. Would they like to know more?

    Service advisor

  5. Follow-up once they've had time to think

    Answer remaining concerns and reinforce long-term savings and productivity.

    Call centre

Not everyone needs a full fleet management solution, but even the smallest businesses need uptime.

What the first pilot dealer taught us

The first pilot dealer was onboarded onto a prototype of Ford’s Vehicle Care Portal, which listed customers’ vans with their health alerts in priority order.

The Vehicle Care Portal prototype the first pilot dealer used: active alerts by customer and van, with an urgent alert open (customer names and VINs masked)

I interviewed pilot dealers during site visits. At this early stage, the first dealer to go live gave us the earliest read on whether the service worked in a real workshop. The interviews uncovered six insights, which shaped dealer roles, training and the pitch:

Usable on day one

Minimal training needed. Non-technical aftersales staff were calling customers and making bookings straight away, so the tool belongs in aftersales, and possibly a call centre in future.

Zero objections to data sharing

Every customer saw the value once it was explained. Consent wasn't the barrier we'd feared, so the pitch could focus on value.

Bookings in the first week

New service bookings arrived within the first week. Whether they were new business or just earlier business was still an open question.

Productivity, not cost

Customers saw the productivity benefit straight away but didn't see uptime as a way to save money, which changes how the pitch should lead.

Not every alert deserves a call

Recall calls were "more useful than the letters", but a low washer fluid call felt "patronising". Which alerts trigger a call matters for the relationship.

Train on demand

Dealers asked for on-demand video training built on case studies and role-play, not just one in-person session.

Designing the measurement framework

The pilot had a central hypothesis but no agreed way of proving it. I turned it into four performance pillars, each with its own hypothesis, so the pilot could answer two questions at once: is the service being delivered the way we designed it, and is it working for dealers and customers? Every metric had a written definition and a named source, collected in a metric dictionary of more than 30 entries inside the dashboard.

Four pillars, four hypotheses

The first two test fidelity: is the service happening? The last two test value: is it worth it?

Hypothesis

Successful dealer training and onboarding is what lets the service gain traction: confident staff onboard customers and secure consent, which drives conversions, enrolments and use of the portal.

What I measured

Dealer staff trainedConfidence before vs after trainingDealer sites onboardedVans submitted, capable, consented and subscribedCustomers onboardedOnboarding case resolution timeCases resolved within 2 weeks

Hypothesis

If dealers actively use the portal, booking lead times fall and customer satisfaction rises, while throughput and workshop efficiency go up.

What I measured

Weekly and daily active usersSessions per user per weekSession lengthOpen alerts and share that are high or urgentAlerts cleared within 7 daysAlert status changesBooking lead time

Hypothesis

Proactive scheduling should mean fewer and shorter fault-driven repairs, more efficient workshops and steadier income, and closer relationships should build loyalty to the nominated dealer.

What I measured

Share of visits to the nominated dealerAverage invoice valueInvoice mix: labour, parts, otherWarranty share of invoicesDUS repair orders per monthLabour hours per jobRepair order duration

Hypothesis

The service should raise satisfaction by cutting downtime and running costs, with proactive follow-ups and more fixed-first-time repairs building loyalty.

What I measured

Dealer NPSOverall satisfactionSatisfaction with scheduling, quality and advisorFixed right first timeFollow-up after the visitRepair order duration

Building the pipeline and dashboard

The data to answer those questions sat in ten places owned by different teams, and pilot reporting ran on a weekly manual spreadsheet. I replaced it with an automated pipeline: SQL in Google Cloud joining every source on the van, the customer and their nominated dealer, feeding a single Power BI app, where I used Python to shape and transform the data for the dashboard views.

From ten sources to one app

Two tools, because programme leads and the onboarding team needed different things.

10 sources

Owned by different teams

  • Dealer licencesCRM
  • Onboarding and defleet casesCRM
  • Subscriptions and consentMarketplace
  • Enrolment statusMarketplace
  • Service surveysMedallia
  • InvoicesAftersales data
  • Portal engagementAmplitude
  • Health alertsPortal back end
  • Workshop productivityRepair order data
  • Training surveyQualtrics, manual

One reporting dataset

SQL in Google Cloud (BigQuery)

  • Joined on van, customer and nominated dealerFull outer joins, because not every van has both a subscription and a consent record
  • A DUS repair = after enrolment, at the nominated dealerThe same rule splits DUS from non-DUS survey responses
  • Dealer code mappingMatches the several codes one site can have
  • Mostly automatic refreshReplaced a weekly manual spreadsheet

One Power BI app

Two tools for two jobs

  • Pilot dashboardStrategic. Weekly refresh, by dealer, open to all of Ford. Six pages.
  • Onboarding trackerOperational triage. Daily refresh, by dealer and customer, restricted access.
Behind every chart was a definition. The hardest part was deciding what counts: there was no flag in the invoice data for a DUS repair, so I defined one as a repair at the customer's nominated dealer after the van was enrolled. The same rule split DUS from non-DUS survey responses, which made the before-and-after comparisons possible.

How far the pilot got

By March 2026, eight months after the first dealer went live, the pilot had grown from 87 customers to 550, and dealers were clearing more than a thousand alerts a month. Compared with the non-DUS baseline, the early signs were good, but not everywhere.

What changed, and what it achieved

Each card starts from a pain point in today's journeys, shows what the pilot changed, and ends with what the dashboard showed by March 2026.

Today

Dealer staff can't answer questions about Ford Pro and lack confidence demoing it

Pilot design

In-person training on the portal and the go-to-market plan, plus pitch guidance for 12 moments

Measured

2.9 → 4.6

dealer confidence before vs after training, with 89 staff trained

Today

Dealers can only refer customers to Ford Pro, with no visibility of what happens next

Pilot design

The dealer owns the sale: prepares the contract and consent, and is told when the vans are live

Measured

550

customers onboarded, with 79% of onboarding cases resolved within 2 weeks

Today

Drivers ignore warning lights and don't tell the fleet manager

Pilot design

The dealer reviews prioritised health alerts daily and calls the customer first

Measured

87%

of alerts cleared within 7 days, and over 1,000 resolved a month at peak

Today

Not knowing when the van will be back is worse than the breakdown itself

Pilot design

Parts pre-ordered, a time agreed, cost known up front, and a call when it's ready

Measured

6.26 → 3.62

days average repair order duration, DUS vs non-DUS

Today

Customers get passed between Ford and dealer contacts, and vans end up at other sites

Pilot design

One nominated dealer as the customer's single point of contact for uptime

Measured

66% → 83%

of invoices at the nominated dealer

Today

Customers can't easily get to the dealer during opening hours

Pilot design

Proactive booking at a time agreed with the customer

Measured

7.03 → 8.84

days booking lead time. It got worse, and was still an open question

Alerts resolved per month

Health alerts dealers actioned in the portal

Alerts resolved per month
SepOctNovDecJanFeb
582364987881,133991

DUS repair orders per month

Repairs at the nominated dealer after enrolment

DUS repair orders per month
SepOctNovDecJanFeb
106290131236251

Visits to the nominated dealer

Share of service visits (%)

Visits to the nominated dealer
SepOctNovDecJanFeb
77%82%83%74%88%85%
All DUS vs non-DUS comparisons

Customer experience and loyalty

Dealer NPS

56.2974.19
Better

Overall satisfaction (out of 5)

4.404.81
Better

Invoices at the nominated dealer

66%83%
Better

Fixed right first time

87%97%
Better

Revenue

Average invoice value

£449.36£622.17
Higher

Warranty share of invoices

31%43%
Higher

Dealer productivity

Repair order duration (days)

6.263.62
Better

Labour hours per job

3.652.66
Lower

Booking lead time (days)

7.038.84
Worse

Repair orders needing technical assistance

1%1%
No change
What these numbers can and can't tell you
  • Small survey sample. Only 31 survey responses came from DUS customers, against 2,931 non-DUS responses over two years. The NPS gap is a promising signal, not proof.
  • Correlation, not causation. Alert logs didn’t carry van IDs, so a specific alert couldn’t be linked to a specific repair. High portal use and high throughput moved together; we couldn’t prove one caused the other.
  • Inferred DUS repairs. A DUS customer serviced at a different Ford dealer counts as non-DUS, so retention is probably under-reported.
  • Loyalty isn’t benchmarkable yet. DUS loyalty is measured from enrolment; Ford’s standard loyalty metric uses 12 months, so the comparison is against each dealer’s own baseline.
  • Booking lead time got worse. Proactive bookings may simply be made further ahead, but that was still to be tested.

Handing it over

Before I left, I made sure the pilot wouldn’t lose its reporting with me. I wrote a developer guide covering every source, owner, refresh step, environment and query, and documented the data’s limits alongside a fix for each.

I also assessed what it would take to scale the reporting to five European markets, and was direct about the biggest risk: me. The pilot’s reporting depended on one person, so I recommended:

A dedicated analytics owner

To triage data breaks, handle requests across markets and tune the SQL as volumes grow 5 to 10 times.

A staging layer

Clean and index data in Google Cloud before Power BI, so expensive joins don't time out at EU scale.

One source of truth

Agree the dashboard as the only reporting tool for the rollout, with a formal RACI, to avoid shadow reporting.

The dashboards became the central reporting tool as the pilot scaled, and then for the market launch of Dealer Uptime Services.

What I learned

About services

  1. A service is only as good as its back stage. Most risks on the blueprint were handoffs between teams, not the customer-facing moments.
  2. Dealers needed help selling, not just help using the tool.
  3. Real dealers beat assumptions: data sharing wasn't the barrier, and the wrong alert can damage a relationship.

About measurement

  1. Decide what counts before you build anything. The DUS repair definition did more work than any chart.
  2. Put the caveats next to the numbers, so a promising signal isn't read as proof.
  3. If reporting depends on one person, say so, and plan the handover early.