
Remote Unmoderated Study for [Area A]
Partnered with senior researcher to create a screener and test for a remote unmoderated study.
We put together an overview with our findings and recommendations, then reviewed this with the designer who quickly made the adjustments.
We tested again and there was a moderate increase in user satisfaction scores.
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Field Study | Customer Service Agents in [Area B]
We did not have immediate access to airline agents for the timeline we were on so I went onsite to a nearby call center for hospitality solutions because the goals, context, and environment were similar for our target user.
I took notes on my observations about the office environment to capture broader context of the work being done.
I was introduced to an agent who walked me through her workflows, pain points, and workarounds. I did some observations of other agents who answered any clarifying questions.
APPROACH
[AREA A]
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Remote Unmoderated study
[AREA B]
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Conducted a Field Study to gather task information and understand customer service agent (contact center) needs
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Stakeholder survey
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Focus Groups
RESULTS
[AREA A]
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Recommendations that led to usability improvements in design
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Moderate increase in user satisfaction scores
[AREA B]
User insights and design drivers that shaped product requirements for the next MVP release
MY ROLE
[AREA A]
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Worked with sr researcher to write the screener, test, and conduct the study.
[AREA B]
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Visited call center, documented findings from agent walkthrough and contextual observations
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Synthesized & shared findings with team
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Wrote Stakeholder survey to gather insights from domain experts
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Supported Sr UX Researcher in conducting Focus Groups through preparation and documentation
CHALLENGE
The company was transforming a large enterprise software solution suite for airlines, beginning with addressing some of the more significant usability challenges in [area A] and [area B].
Before beginning any design or development work for [area B] solution, the UX Research design team needed to better understand the problem space in the current state.
USER RESEARCH
Improving the agent experience of an airline workspace solution
Patterns in Observations
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Most agents had a great deal of patience and positivity, especially when helping frustrated customers.
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Needed to very quickly access caller information to provide quality customer service.
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Customer satisfaction and speed were their top priorities in each call.


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Focus Group
Once our senior researcher was able to secure approval and funding recruit reservation agents, I helped to prepare and document insights from the session.
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Stakeholder Survey
To gather more user insights, I created a stakeholder survey which was sent to domain experts who are very familiar with the problem space and agent experience.
Overlaid field study notes with stakeholder survey findings.
Common Themes
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Agents use a virtual notepad for copy/pasting numbers into select fields of the solution
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Agents need to know or be able to quickly find information to answer questions on complex rules
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Success is measured by speed and CSAT scores