ENERGY DASHBOARD

Insurance Customer Experience Dashboard - Design Case Study

Screenshot of dashboard design
Complete Customer Feedback dashboard design

The project

This national insurance company required a consolidated, web based intranet dashboard product to improve their customer's experience (CX). Many thousands of users in the business now use this dashboard in a day. A huge quantity of emails are sent each month, inviting customers to fill in a customer satisfaction survey and this feeds the data that makes up the dashboard product.

The brand name is hidden in the screen shots to provide some client confidentiality, and dummy data is used to protect client data.

My role

Throughout the project I was the senior UI and UX designer. I led on all the UX design decisions. I created sketches, wireframes, mock-ups, prototypes and crafted all the front-end HTML, CSS and the jQuery user interface elements, ensuring the dashboard was fully mobile responsive, met user needs, was accessible and easy to use. I delivered the dashboard product designs, working alongside account engagement managers, project managers, data and insight analysts, product managers and product software developers.

Discovery phase and researching the problem

Customer service feedback was collated in an ad hoc manner by the client, and analysis was split between different software tools, which was time consuming to create. A single, integrated dashboard solution was required.

Client scoping

I joined our project management and data insight teams to determine what client's aims were in using the dashboard while the various teams worked on determining survey questions.

Internal scoping

We had brainstorming white boarding sessions to determine what was of most value to the client to advise what was in project scope.

Screenshot of sitemap
Site map

Defining the user and client requirements

Survey questionnaire answer types were mapped to the types of charts on the dashboard in a schematic document, this structured content for business and user needs.

User Journey and User Flow

I created flip chart diagrams and white board wireframes in client brainstorming sessions, determining the charts and questionnaire data each user group could see, and the basic information architecture. This led to a finalised sitemap and basic user flow.

Research

We studied the types of users that would use the dashboard product.

User Personas

Director/Senior Manager - Sales
Persona icon

GOALS:

  • Monitor team’s performance against targets.
  • Easily spot where team’s performance is below that of other teams.

FRUSTRATIONS:

  • Only needs top line reporting and strategic detail.

DASHBOARD USAGE:

  • In office, just need basic overview.
Manager/Team Leader - Sales
Persona icon

GOALS:

  • Analyse team performance against targets.
  • Create actions from the feedback for the team.

FRUSTRATIONS:

  • Need easy access to agent performance.

DASHBOARD USAGE:

  • In office, to access feedback for agents.
Agent -Sales
Persona icon

GOALS:

  • To get regular feedback on their performance.
  • To understand from customer comments how to improve.

FRUSTRATIONS:

  • Difficulty in seeing patterns of problems.

DASHBOARD USAGE:

  • In office, at desktop PC.
Director/Senior Manager - Claims
Persona icon

GOALS:

  • Overview of high-level customer service feedback.
  • Identify regular customer problems from the themes and comments.

FRUSTRATIONS:

  • Need simple displays of information, with accurate top line scores.

DASHBOARD USAGE:

  • In office, need score overviews.
Manager/Team Leader - Claims
Persona icon

GOALS:

  • Measure agent performance against targets.
  • Easily spot where team’s and agent performance is below that of others.

FRUSTRATIONS:

  • Needs easy to use, close to real time top line reporting.

DASHBOARD USAGE:

  • In office, on PC, usually in call centre setting.
Agent - Claims
Persona icon

GOALS:

  • To get regular feedback on their performance.
  • To create actions from customer comments to improve service.

FRUSTRATIONS:

  • Seeing how close they are to target for their performance.

DASHBOARD USAGE:

  • In office, on a PC in call centre.
Sketch
A sketch

Design development of potential solutions

With the things we discovered from the client requirement gathering phases, I refined the design ideas for the dashboard.

Ideation – brainstorming

We started to design a more fleshed out structure of the dashboard divided by client department and user divisions with the key chart types. We also had more the client and internal flipchart and whiteboard brainstorming sessions.

Sketching

With a better idea of structure and content, I began to sketch the layout in my sketchbook.

Design delivery

I created a variety of design assets for this project:

Low Fidelity Dashboard Wireframes

  • Designs in Sketch.
  • Prototypes in Invision.
Low fidelity wireframe
Low fidelity wireframe

Final designs

  • Fully branded designs in Sketch.
  • Prototypes in Invision.
Full mock-up wireframe
Full mock-up wireframe

Build phase

We rolled out the main components of the fully functional dashboard product to the client in several build phases.

Dashboard Build

  • Agile sprints, with coding best practice were used throughout the build phase.
  • Implementation Team colleagues provided charts and data, and I worked with them to style this content.
  • I created HTML, LESS, CSS, images, fonts and jQuery user interface elements and added them to the product using GIT.
  • Charts were created in the front-end Highcharts JS plugin and I styled these.
  • The dashboard was created as a fully responsive, mobile web delivered piece of software.

Support phase

A UAT test site was used for the client to view and give iterative feedback and we performed a variety of bug testing and refinement stages in an agile way.

User feedback and iteration

  • Observations of users using the dashboard.
  • Stakeholder feedback sessions.
  • Accessibility, UAT testing and QA.

User Guide

User guides were designed in Adobe InDesign CC to help the client in the training and support of the product.

User guide
User guide

Results and Reflections

We were able to improve customer satisfaction through the dashboard product for the client, helping call staff improve their skills and customer service delivery. The CX improvement program won the client a Customer Excellence award.