Business Objective

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The client asked for better management of customer feedback and follow-up actions. Customer feedback needs to be mapped on a bidimensional matrix of touch-points.


The feedback is collected through Net Promoter Score plus two additional open ended questions.


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The Dark Side

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The current process had all known sources of frustration in this field: need to work with low-quality data, communication issues between different teams, repetitive offline tasks, lack of IT support.


Other findings:
• customers with multiple contact accounts;
• KPIs with different values in the same report;
• some customers were asked for feedback 4 times in the same day, while others once in few years;
• issues reported for months without corrective actions in place.


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The Bright Side

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I got full accountability and all resources needed for providing a solution, but the service should run without interuption in all time.


I were entitled as business owners for the process during the entire project timeframe. We understood the stakeholders' needs not only through UX research methods, but actually fulfilling business tasks.


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The Journey

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In the first month, a simplified tool was released for business continuity. Other 3 months were spent for cleaning the database to assure accuracy, reliability and relevance.


Six months were allocated for UX research and design, and other 6 months to produce 3 different releases.


Plan Survey ● Select triggers● Set context & scopeTasksPrepare SurveyRun SurveyCollect DataAnalyse DataFollow Up ActionsReporting● Identify & confirm customers availability Tools &MethodologiesFindings● Group meetings● MS Excel, MS PowerPoint, Adobe PDF, SalesForceThe meetings are regular and their format is stable.Data available are incomplete and incorrect.Data stored on different tools are not synchronized.● Prepare tools● Prepare Survey (check content, set language, etc.)● Group meetings, 1:1 meetings● MS Excel, Adobe PDF, SalesForce, ClickToolsTechnical Support for ClickTools ismissing.Manual data management.Upgrades need resources and planning.● Send individual & group surveys● Identify opt out responses ● Data are exported from ClickTools● Identify data required for running the process (sending dates, type of responses, etc.)● Send reminders in 1 week, 1 month, 6 months● Data are imported & processed in MS Excel● Group & classify responses ● Map responses in terms of facts which exceed expectations and facts which need improvements● Describe follow up actions together with ownership and KPIs to follow.● Generate reportsLocal results are not shared with otherteams, which could face the same issues.● Improve NPS process, upgrade methodology Technical Support for SalesForce isavailable.Sales support and availability varies from person to person.Working procedures are missing.RolesSalesSales SupportManagementTechnical SupportSalesSales SupportManagementTechnical SupportSalesSales SupportManagementTechnical SupportSalesSales SupportManagementTechnical SupportSalesSales SupportManagementTechnical SupportSalesSales SupportManagementTechnical SupportSalesSales SupportManagementTechnical Support● MS Excel, ClickTools● MS Excel, Adobe PDF, SalesForce, ClickTools● Group meetings, 1:1 meetings● MS Excel, MS PowerPoint, Adobe PDF, SalesForce● Group meetings, 1:1 meetings● MS Excel, MS PowerPoint, Adobe PDF, SalesForce● Group meetings, 1:1 meetings● MS Excel, MS PowerPoint, Adobe PDF, SalesForceTechnical Support for ClickTools ismissing.Manual data management.Working procedures are missing.Technical Support for ClickTools ismissing.Manual data management.Automatic data transfer between ClickTools and SalesForce is partial.The meetings are regular and their format is stable.The meetings are regular and their format is stable.The meetings are regular and their format is stable.Mapping responses is an off-line process (time consuming, requires physical presence).Follow up tasks do not have clear ownership.Reports are manually generated.Important business KPIs are not considered.NPS - Process Map Technical Support for SalesForce isavailable.It's NOT Ok.HIGH RISK.It's Okwww.chemodigital.roCC

For new business requirements post-development, the app has a flexible metadata structure and a simplified process to edit "Search&Filter" functionalities.


The strongest point for the tasks-management feature is the accountability for follow-up actions.


The solution includes a set of features to support easy maintenance and workarounds in case of software conflicts between the product and 3rd parties services.


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Some Unexpected Things

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Some lazy Sales Managers have added conflicting data in the system quite often, and later on, they simply passed the problem to the Support Team.
Solution was "System Crushed!": whenever the protocol was not respected, nobody could use the app, no matter who did wrong.


The process before relied on a few hundred regular users. During preparation for an usability test post-deployment, we realize that 1 (one) person from Sales Support was able to execute all tasks previously performed by those hundreds!


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Success KPIs

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• Increase of NPS score with 14 points in the first year from 32 to 46.
• Decrease the workload by 90% from 32 man-hours/monthly to 3 man-hours/monthly.
• Decrease the data accuracy incidents by 98% from more than 120/year to 2/year.


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Lesson Learned

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Good user experience is not only about product and users, but also about the engagement of the support team.


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Feedback

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