Sue Patterson
All work

Vanad Group

An internal call-centre platform, redesigned into a product on the market.

Role
Senior Product Designer
Scope
Six months, with an agile team of six including a fellow UX researcher
Client
Vanad Group. B2B software, customer experience
A long wall of sticky notes from the flow-mapping workshops
The redesigned call-centre dashboard on a desktop monitor

Over six intense months, with an agile team of six, we re-engineered and redesigned our parent company’s call-centre platform.

The redesign changed how existing users worked with the platform, and it persuaded the parent company to launch it as a standalone product, now on the market.

Untangling a legacy system

We started by analysing the current application and its user flows, then researched the state of the industry. With legacy systems the reasoning behind decisions gets lost, so it took serious investigation and robust feature debate to pin down the scope.

There were far more personas than the obvious one: buyers, junior and advanced users, independent buyers and managers. A persona workshop helped us understand what each needed.

The team gathered round a table in a persona workshop
Two team members reviewing the platform together on a laptop

Sitting with the agents

We ran workshops with power users and sat with agents while they worked. One insight shaped everything: power users needed as much screen space as possible for the information-dense third-party applications they used alongside the platform.

Whiteboard notes from a power-user workshop
Notes from the power-user workshops.

Flows and wireframes

To understand this layered software, we mapped flows for each persona: every step from receiving a call to resolving the customer’s issue. That showed us the bottlenecks, and where interactions could be faster and simpler.

Service flows for the chat and email channels
Flows for the chat and email channels.
Wireframes of the redesigned platform
Wireframe screens for the agent views

Visual design V0.1

The final visual design was being developed by another agency as part of a full brand redesign. To show direction, we designed a V0.1, knowing it would likely be redone with the new guidelines. It turned out to be a very useful way to bring stakeholders along.

V0.1 visual design of the coaching activities screen
V0.1 login screen
V0.1 chat interface screens
The login and chat screens, V0.1.
You never know where a project will go: this one motivated management to turn an internal toolkit into a product they brought to market.