Saving 4% on annual operating costs by improving time on task.

Web App * Admin UI * Team Lead * UX Research

Objective

To enhance operational efficiency within Engage, our objective is to identify, prioritise, and address critical usability issues through a data-driven UX audit. By conducting in-depth research and collaboration across departments, we aim to streamline workflows, optimise task completion times, and ultimately reduce operational costs while improving overall productivity and customer satisfaction.

Problem
Statement

Sysnet's in-house customer support software, Engage, serves as a critical component of the company's flagship product Sysnet AIR, managing the support needs of nearly 4 million customers worldwide. However, widespread usability issues within Engage have led to operational inefficiencies, hindering support agents' ability to effectively manage PCI DSS compliance, vulnerability scanning, and subscription services support tickets. These issues, stemming from Engage's rapid development with minimal design input, have resulted in suboptimal task completion times, increased operational costs, and diminished customer satisfaction.

Fullstory data filtering and video screen capture analysis
Full spectrum of tools help desk agents used in daily operation prior to redesign

Challenges

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Usability issues

Engage's interface lacks intuitive design elements, making it difficult for support agents to navigate and perform tasks efficiently.

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Complexity and fragmentation

The integration of multiple tools and workflows within Engage, alongside third-party software, has led to a fragmented user experience, causing confusion and inefficiencies.

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Inconsistent workflows

Support agents encounter varying workflows and processes, leading to inconsistencies in task completion times and difficulty in achieving optimal performance.

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Lack of data-driven Insights

Without comprehensive data analysis, the root causes of usability issues and inefficiencies remain unidentified, hindering targeted solution development.

Fullstory data filtering and video screen capture analysis
Fullstory data filtering and video screen capture analysis
Session recording analysis & interview notes, issue & solution voting markers.
Session recording analysis & interview notes, issue & solution voting markers.

Methodology

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Session Recording Integration

We incorporated Fullstory analytics to record and analyse user sessions, enabling us to focus on high-volume segments and workflows.

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Remote Observational Study

Collaborating with help desk leads, we recorded voice, video, and on-screen interactions of support agents using Engage and other tools, uncovering usage patterns and pain points.

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Interviews and Focus Groups

We conducted interviews and focus groups with diverse support, engineering, product, and customer success teams to understand varying perspectives and prioritise improvement areas.

Old VS New - Create activity and tagging UI.
Old VS New - Create activity and tagging UI.
Prototyping for user testing sessions
Prototyping for user testing sessions

Solution development

Using Fullstory and on-site video recordings, we analyzed task frequency, duration, ROI, and operational costs. This data-driven approach led to the identification of over 40 potential improvements. Through rapid prototyping workshops and collaboration with UI design, engineering and product teams, we developed solutions to address critical issues, focusing on severity, completion time, occurrence frequency, and feasibility.

Outcome

Narrowing down our list to 18 critical items, we implemented design updates in just two development sprints. The impact was significant: average time on task improved by 37%(based on tasks analysed and redesigned), resulting in potential annual savings of ~4% in help desk operational costs.

Depending on the ticket type, task completion time saw improvements ranging from 10% to 80%. By enhancing Engage's usability and efficiency, support agents could resolve more tickets within the same timeframe, improving overall productivity and customer satisfaction.

This project exemplifies how a targeted UX audit, backed by thorough research and collaboration across departments, can drive substantial improvements in operational efficiency and cost savings.

2x

development sprints

80%

up to, improved time

~4%

estimated annual savings

Activity tagging improved workflow.
Activity tagging improved workflow.
Merchant search and SAQ Type reset workflow, improved time on task 80%.
Merchant search and SAQ Type reset workflow, improved time on task 80%.

I was Product Design & UX Lead @ Sysnet

Leading internal and external design teams and overseeing UX.

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Drop me an email to anton@lebed.works

Anton Lebed © 2024