Joseph Postiglione
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UX research Product design Cross-platform
Case study

CDK Global Search

All your data, together at last. One search across every CDK product, designed from research after earlier attempts never shipped.

Role
UX Architect
Company
CDK Global
Team
Cross-functional
Status
Live in Unify
The short version
One search bar
Every CDK product a user can access, searchable from one place.
Research first
Earlier attempts skipped it and never shipped. This one led with it.
Built to scale
A simple intake lets new products join search on their own.
Live in Unify
Records, apps and workflows, all from one search.
01 / The problem

Search across CDK had never worked

CDK's products were built in silos, each with its own data and its own search. A service advisor looking for a repair history had to know which app held it first. Earlier attempts at a global search had all been abandoned before production, for the same reasons each time:

  • No user research to ground what people actually needed.
  • No work across product teams to understand each product's data.
  • Too much scope, trying to solve everything at once.

This time we did the opposite: start with research, work across products from day one, and ship a focused first version that could grow.

02 / My role

Turning research into the design

I worked alongside a UX researcher, another architect and an embedded developer. My part was turning the research into design direction, then owning the interaction design and UI all the way to production, while working with product teams across CDK so each product's data showed up in a way that made sense.

Sales rep

Needs customer records and inventory fast, mid-conversation with a lead, on desktop and mobile.

Service advisor

Looks up VINs, repair history and parts during a service appointment. Speed matters most.

Dealer principal

Wants a high-level view across the dealership. Search is a management tool, not just a lookup.

What research confirmed: people didn't want to think about which app held their data. They wanted to type a name, a VIN or a repair order number and get the right result.

03 / The key call

Results grouped by type, not one long list

A service advisor and a sales rep might both search "ford" and want completely different things. Segmented results let each person jump to the category that matters to them, with the depth of an in-app search.

ford
INVENTORYFord F-150, redFord Escape
CUSTOMERSSample CustomerExample Owner
WORKFLOWSCreate dealCreate customer
Illustration with sample data

Mid-fidelity comps went straight into the developer's prototype environment, so design and build moved together and testing fed back sprint by sprint.

04 / Built to scale

Letting new products onboard themselves

Every product that joins CDK's ecosystem needs to be searchable, and researching each one from scratch didn't scale. The team built a self-serve intake: product owners answer structured questions about their users, workflows, data and permissions, and the team validates and implements. Days of research per product became a lightweight form.

05 / Outcome

Live in Unify

Global Search shipped inside CDK Unify, where earlier attempts never reached production. Customer records, repair orders, inventory and workflows are all reachable from one search bar, whichever product holds the data.

Before After
Each app had its own search, if anyOne search bar for everything a user can access
Users had to know which app held the dataResults grouped by type, not by product
Earlier attempts never reached productionLive in Unify

Next on the roadmap: natural language queries, fuzzy matching, autocomplete and a mobile-optimized experience.

Next case study UX Audit: Accounting Workflows