Call Center Search and Connect

Tabita Pace

UX Researcher
UX Designer
UI Designer
Figma

The Challenge

The challenge at hand was to design and develop a robust call center platform with a specialized search page for operators. This search page had to empower operators to efficiently locate and access client information, specifically focusing on providing a comprehensive list of all companies with which the client had active contracts to help the client negotiate debt.

The process

Client Consultation: The project kicks off with stakeholder meeting to share guidelines and understand their vision, objectives, and the specific elements they envision for the platform.
User Needs Analysis: A comprehensive analysis is conducted to determine the target audience's preferences, expectations, and pain points to ensure it meets their needs.
Competitive Analysis: An evaluation of competitors' websites and modern design trends is undertaken to identify opportunities and benchmark against best practices.
Call center Research: The phase begins with an in-depth understanding of call center operations. This includes studying how calls are received, handled, and resolved within the call center environment. It also involves identifying common pain points and operational inefficiencies
User-Centric Approach: A critical aspect of the research is gaining insights into the needs and preferences of call center operators and supervisors. This involves conducting interviews, surveys, and shadowing call center staff to understand their workflows, challenges, and goals.
Stakeholder Input: Input from key stakeholders, including call center managers, IT personnel, and end-users, is invaluable during this phase. Their perspectives and requirements are integral to shaping the design of the call center platform.
Wireframing: Creating wireframes and prototypes helps visualize the website's layout and functionality. It allows for early testing of concepts and user interface design, ensuring that the user flow is efficient and user-friendly.
User flow: Here, the actual user flow is meticulously outlined. This includes defining the pathways users will take to achieve their objectives on the website, from entry points to goal completion.

The design

My RoleIn the call center platform project, I played a multifaceted role encompassing user flows, UX/UI design, and prototyping.
User Flows and Wire-framing:I crafted user flows to outline how operators and users would interact with the platform. This provided a clear roadmap for an intuitive user experience.
UX/UI Design:I focused on creating an aesthetically pleasing and user-centric interface. The design aimed to enhance usability, ensuring operators could easily manage client information and contracts.
Prototyping:Prototypes translated design concepts into interactive models. They facilitated user testing, refining the platform's functionality and design. This approach prioritized both user needs and a visually appealing user experience, contributing to the project's success.
User Testing: User testing played a pivotal role in validating the design. It involved real users providing feedback, ensuring the platform met their needs and offered a visually appealing and user-friendly experience. This approach contributed to the project's success.

Conclusion

The collaboration of these roles and design elements resulted in a call center platform that was both operationally efficient and aesthetically pleasing. It aimed to elevate the call center's productivity and professionalism while providing an engaging and elegant digital experience for operators and users alike. This holistic approach reflects the commitment to delivering a comprehensive and successful solution for call center management.
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