NICE · Junior UX Designer

Customer engagement analytics

Turning multi-channel journey data into something an analyst can actually follow.

Data visualization SaaS Analytics 2016–2017
The customer engagement analytics dashboard on desktop and mobile, surrounded by web, email and contact-centre channel icons.

Goal

Create a clear, visual way to build, analyse and drill into customer journeys, so teams could reduce call volume, improve self-service flows and support better business decisions across web, mobile, voice and IVR.

The challenge

Design a system that helps analysts and executives explore massive multi-channel journey data and quickly understand where customers drop, succeed or fail, while working without direct access to end users, and keeping UX consistent across several enterprise platforms.

My role
Junior UX Designer
Team
2 PMs, Engineers, QA, Copywriter
Tools
PowerPoint as the main design platform, plus the internal platform
Year
2016–2017
Channels
Web, mobile, voice, IVR

Who it was for

2 audiences, opposite needs

01. Business analyst

Needs to turn complex journey data into an insight someone will act on.

Investigates customer behaviour across web, mobile and voice to understand where users drop off, repeat actions, or give up and call the contact centre. Needs a simple way to turn journey data into clear insights that reduce calls and improve self-service.

Business analyst persona: investigating drop-off across web, mobile and voice channels.

02. Executive

Needs the number, not the report.

Views high-level dashboards to understand trends, costs and customer experience at a glance. Needs fast, clear metrics that support a decision without diving into a complex report, which is a different product from the analyst's, sharing the same data.

Executive persona: scanning high-level KPIs on a dashboard rather than reading reports.

Design

One system, four surfaces

Overview

One unified customer story, stitched from channels that don't talk to each other.

Customer journey analytics connects data from web, mobile and voice into a single story. By mapping every touchpoint across structured and unstructured data, it gives teams an end-to-end view of how customers move, where they struggle, and what drives contact-centre volume: turning siloed data into friction points you can name, measure and predict.

The journey overview: a flow diagram of customer paths with completion percentages at each step, and a filter panel alongside.

User flow

Build a scenario, read the result, then go inside it.

The analyst flow from defining a journey through to drilling into a single step. Journey definition and analysis stages laid out in sequence.

Solution

Step 01. Build the journey

Decision: start from the question, not the data

Analysts create a scenario by defining the first interaction point: rather than picking their way through a data model.

“I want to see all the customers who entered the company's website or mobile app and then contacted customer service.”

The journey builder: defining the first interaction point of a scenario.

Step 02. Analyse the results

Decision: show started, completed and dropped at every step

The system shows how many users started, completed or dropped off at each step, so the shape of the failure is visible before anyone reads a number.

“Why did they call, and not complete their journey at the first step?”

Journey results showing volumes started, completed and dropped at each step.

Step 03. Drill down

Decision: every step is a door, not a dead end

Analysts click a step to see what happened inside that journey and identify opportunities to reduce support calls, which is the whole point of the exercise.

Drill-down view showing the pages last viewed before a customer contacted support.

Step 04. Channel distribution

Decision: make the channel mix legible on hover

Where journeys move between web, mobile, voice and IVR, the distribution is readable in place rather than in a separate report.

Channel distribution across a journey, revealed on hover.

Executive dashboard

The same data, reduced to what a manager can read on a phone.

  • IVR and web containment rates.
  • Call-volume savings.
  • Churn trends.
  • Channel distribution.
The mobile executive dashboard showing containment rates, savings and churn trends.

IVR analytics

The menu itself is a design problem, so make it measurable.

Modern IVR systems can improve operational efficiency and the customer experience, but only if someone can see where the menu fails. Real-time analysis of interactions turns the phone tree into something you can optimise: every menu step listed with its potential saving, and data-driven suggestions for a better menu order.

IVR menu optimisation: every menu step listed with its potential saving. Graphic view of the IVR menu structure for analysis.
Path analysis for a specific IVR journey.

Looking back

This was my first enterprise data product, designed in PowerPoint, for users I was never allowed to meet. Both constraints turned out to be formative: without access to analysts, the design had to be argued from the questions they were trying to answer, which is why every step in the flow is framed as a question rather than a feature. That habit has outlasted the tooling.