Web Page Creator

Enterprise Call Center Application

The company needed to consolidate mulitiple, outdated call center applications into a single, modernized system which would allow a single customer service representative to service all concerns a customer called about.

Overview

Capture Requirements

The company did not use traditional software such as JIRA, and instead tracked use cases, stories, requirements, etc. in Excel with SharePoint providing version control. While most requirements came from the business as a ‘port over’ of the legacy AS400 system, user requirements were added by the HFE team to ensure ease of use and best practices for enterprise web applications were followed.
The following methods were used during requirements capturing and user research:
• In-person interviews and y-cording (splitting the customer service representative phone line on live calls with customers), with follow-up questions post-call.
• Human factors engineering (HFE) working with 7 peers and limited access to users. Had to create opportunities to get feedback on proposed UI designs and interactions during the iterative development process. After designs were created, MVP’s were released to a pool of test customer service representatives (CSR) on live calls with customers, with the HFE representative observing. These CSRs provided feedback on the user experience between the calls, which got prioritized in the next 1-2 MVP releases.
• Legacy system to create the initial requirements: Prior to design, the HFE team worked closely with business partners to understand the existing legacy system.
• Heuristic Analysis: Users were interviewed to gather additional requirements. The UX and UI were carefully created to harmonize the business and user needs. This allowed us to not only meet the needs of the business, but incorporate end-user needs in the new design.

Requirements Gathering

Build

Visio was used to create a stencil library of common UI components and a template with a static header and footer to facilitate easy comp buildout for reviews. The stencils and template facilitated rapid onboarding knowledge transfer and quicker creation of wireframes for design reviews. It also served as Standards and Guidelines Governance, and as a reference for developers to ensure their code was compliant with approved UX/UI pattern libraries. This unified user experience and interface would allow a single customer service representative to provide multiple types of card-servicing, eliminating transfers and dropped calls.

Build

This company interchanged ‘comps’ (color-perfect/pixel-perfect JPG pre-development ‘screenshots’) with ‘wireframes’. These wireframes were then used to verify final screen designs were developed according to UX standards set forth by the HFE group in the development demos.

While coding was left to a development team, I created a framework for communicating the application style guide, which served to accelerate onboarding of new hires and act as a repository for design patterns and best practices to be used throughout this enterprise application.


Build

Evaluate and Test

Getting feedback from users was a unique challenge. The MVP was released to a specific subset of customer service representatives, with whom I would make unscheduled visits for usability feedback. These customer service representatives were in a live environment with actual customers on the phone, so post-call follow-up interviews were conducted gathering 1:1 feedback on the interface and user experience, and performance metrics gathered in aggregate. This application turned out to be a great example of how Service Design is critically important to customers who never see the application.

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Refine and Improve

Integrating user feedback from during each new iteration of the product to create a new design that took advantage of modern web technologies and allowed the development team to combine multiple legacy screens into a single screen or flow. This cut call handling time, and increased first-call-resolution and customer satisfaction.

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Final Results

This effort saved over $14M with a highly intuitive UI and UX on the enterprise call center application resulting in 30% increased productivity, reducing training time by 1 week, increasing customer satisfaction with first call resolution. It also reduced average handle time (AHT) from 480 to 270 seconds for sales calls (44% improvement) and 345 to 210 seconds (39% improvement) for general customer service calls through intuitive interface design and usability testing improvements resulting in $16M savings.

Final Results

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