Senior Capstone · Caterpillar Inc.

Caterpillar Payload Monitor

Redesigning a wheel loader's payload display so operators can make loading decisions at a glance, in half the screen space.

UX Research

Information Design

Cognitive Load

Glanceability

My role

UX Research Lead

Team

3 designers

Timeline

Jan–Jun 2026

Result

~50% smaller display

The final payload display, mounted on the right-side cab panel.

The problem

Operators were doing math mid-swing

The payload screen showed four numbers with equal weight and no warning before overload.

​

Caterpillar asked us to cut its footprint by at least 50% without losing safety.

​

The brief, in Caterpillar’s words: “Basic payload lacks consistency across products and requires significant display real estate.”

The original screen: four numbers, no sense of how close the truck is to its limit.

My role

I led the research and kept us tied to the requirements

Site visit

Visited Caterpillar, interviewed expert operators and used the equipment simulators myself.

Research

Wrote the interview guide and led the cognitive walkthrough, heuristic evaluation and competitive review.

Client reviews

Led weekly prototype reviews with Caterpillar's UX lead: set the agenda and presented the research behind each design.

Critique

Held every concept to Caterpillar's requirements, which shaped which ideas we kept.

What we learned

Operators watch the truck, not the screen

They glance; they don't read

The display sits off to the side and gets 1–2 second looks.

Stress peaks at one decision

Add another bucket, or dump?

That's the moment the screen has to help.

They think in fullness

Operators ask "how close am I?",

not "what's the exact weight?"

"Operators are not tech boys. Keep us super simple."

Caterpillar operator, site visit

From findings to rules

Four problems became four design rules

Our evaluation found 3 critical, 5 major and 4 minor issues. Each pattern became a rule every concept had to pass.

No early warning

Critical

Warn before the limit

Numbers everywhere

Show the consequence

Everything weighted the same

Most urgent state wins

Layout never changes

Calm until it matters

Client feedback

Caterpillar’s feedback set our priorities

Weekly prototype reviews with Tom Beccue (UI/UX Manager & UX Team Lead) and Jayce Van De Veer (UI/Graphic Designer) made glanceability and low cognitive stress our top priorities.

Warn before the next pass goes over

Added a prediction stack and Tip-Off state

Red reads as “power off” to operators

Gauge fills grey to green; warnings use amber and orange

Stay simple until attention is needed

Collapsed by default; expands near the target

A full radial gauge could overwhelm the screen

Cut the radial gauge for a compact horizontal bar

Iteration

We cut the concept that looked the most dramatic

Kept · layout

Condensed Horizontal

Cut

Radial Gauge

Kept · warning states

Horizontal Threshold

My critique

The radial gauge conveyed urgency, but it took too much screen space for the 50% requirement, was difficult to flag, and could be confused with the machine's other gauges. I pushed us back to the requirements, toward a compact horizontal layout.

Final design

Quiet while loading, clear before overload

Seven states take a truck from unassigned to complete. The display only gets louder as the load nears its limit, and extra controls stay hidden until needed.

Approaching

Approaching: target and over/under values grow more prominent.

Oversized current load

Safe / Approaching / Limit gauge

Predicted total before dumping

50 × 50 px glove-friendly buttons

Try the interactive prototype →

At the final review

“Spot on as far as the visual hierarchy.”

Tom Beccue, UI/UX Manager & UX Team Lead

“I love this collapsible menu structure… something we’ve been trying to figure out.”

Jayce Van De Veer, UI/Graphic Designer

In Caterpillar’s own test of four competitor systems, operators preferred a single dominant number, like our design.

Results

~50%

smaller display, meeting Caterpillar’s goal

Tested in person with an equipment operations professional and a construction operations specialist from outside Caterpillar.

Worked

Easier for newcomers

Quick to learn, which could shorten training.

Needs work

Harder for veterans

Habits from the old buttons made some changes confusing.

Next

• Co-design the controls with veteran operators

• Answer Tom’s challenge: confirm a good weigh without looking at the screen

Reflection

"Simpler" depends on who's using it

I expected a visual cleanup, but the real issue was timing: operators need different information at different moments.

​

Testing showed that what helps a newcomer can slow down a veteran, so next time I'd bring experienced operators in from the start.

NEXT PROJECT

Englewood Community Action Council

Client Project · Community resource website

→

Senior Capstone · Caterpillar Inc.

Caterpillar Payload Monitor

Redesigning a wheel loader's payload display so operators can make loading decisions at a glance, in half the screen space.

UX Research

Information Design

Cognitive Load

Glanceability

My role

UX Research Lead

Team

3 designers

Timeline

Jan–Jun 2026

Result

~50% smaller display

The final payload display, mounted on the right-side cab panel.

The problem

Operators were doing math mid-swing

The payload screen showed four numbers with equal weight and no warning before overload.

​

Caterpillar asked us to cut its footprint by at least 50% without losing safety.

​

The brief, in Caterpillar’s words: “Basic payload lacks consistency across products and requires significant display real estate.”

The original screen: four numbers, no sense of how close the truck is to its limit.

My role

I led the research and kept us tied to the requirements

Site visit

Visited Caterpillar, interviewed expert operators and used the equipment simulators myself.

Research

Wrote the interview guide and led the cognitive walkthrough, heuristic evaluation and competitive review.

Client reviews

Led weekly prototype reviews with Caterpillar's UX lead: set the agenda and presented the research behind each design.

Critique

Held every concept to Caterpillar's requirements, which shaped which ideas we kept.

What we learned

Operators watch the truck, not the screen

They glance; they don't read

The display sits off to the side and gets 1–2 second looks.

Stress peaks at one decision

Add another bucket, or dump?

That's the moment the screen has to help.

They think in fullness

Operators ask "how close am I?",

not "what's the exact weight?"

"Operators are not tech boys. Keep us super simple."

Caterpillar operator, site visit

From findings to rules

Four problems became four design rules

Our evaluation found 3 critical, 5 major and 4 minor issues. Each pattern became a rule every concept had to pass.

Problem

Rule

No early warning

Critical

→

Warn before the limit

Numbers everywhere

→

Show the consequence

Everything weighted the same

→

Most urgent state wins

Layout never changes

→

Calm until it matters

Client feedback

Caterpillar’s feedback set our priorities

Weekly prototype reviews with Tom Beccue (UI/UX Manager & UX Team Lead) and Jayce Van De Veer (UI/Graphic Designer) made glanceability and low cognitive stress our top priorities.

They told us

We responded

Warn before the next pass goes over

Added a prediction stack and Tip-Off state

Red reads as “power off” to operators

Gauge fills grey to green; warnings use amber and orange

Stay simple until attention is needed

Collapsed by default; expands near the target

A full radial gauge could overwhelm the screen

Cut the radial gauge for a compact horizontal bar

We cut the concept that looked the most dramatic

Iteration

Kept · layout

Condensed Horizontal

Cut

Radial Gauge

Kept · warning states

Horizontal Threshold

My critique

The radial gauge conveyed urgency, but it took too much screen space for the 50% requirement, was difficult to flag, and could be confused with the machine's other gauges. I pushed us back to the requirements, toward a compact horizontal layout.

At the final review

“Spot on as far as the visual hierarchy.”

Tom Beccue, UI/UX Manager & UX Team Lead

“I love this collapsible menu structure… something we’ve been trying to figure out.”

Jayce Van De Veer, UI/Graphic Designer

In Caterpillar’s own test of four competitor systems, operators preferred a single dominant number, like our design.

Results

~50%

smaller display, meeting Caterpillar’s goal

Tested in person with an equipment operations professional and a construction operations specialist from outside Caterpillar.

Worked

Easier for newcomers

Quick to learn, which could shorten training.

Needs work

Harder for veterans

Habits from the old buttons made some changes confusing.

Next

• Co-design the controls with veteran operators

• Answer Tom’s challenge: confirm a good weigh without looking at the screen

Reflection

"Simpler" depends on who's using it

I expected a visual cleanup, but the real issue was timing: operators need different information at different moments.

​

Testing showed that what helps a newcomer can slow down a veteran, so next time I'd bring experienced operators in from the start.

NEXT PROJECT

Englewood Community Action Council

Client Project · Community resource website

→

Final design

Quiet while loading, clear before overload

Seven states take a truck from unassigned to complete. The display only gets louder as the load nears its limit, and extra controls stay hidden until needed.

Approaching

Approaching: target and over/under values grow more prominent.

Oversized current load

Safe / Approaching / Limit gauge

Predicted total before dumping

50 × 50 px glove-friendly buttons

Try the interactive prototype →