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E2E Customer Journey

Work Project

Overview

The E2E Customer Journey tool connects prototypes and experiences across the QuickBooks ecosystem to form a broad view of customer experiences. In this new version, we move the mini-timeline to the left side to accommodate longer journeys, add video support in cards, redesign the visuals, and bring the concept of AI into this project.
Duration: 2021.10 - 2022.8 (10 Months) 
My role: I was the lead researcher, designer and design technologist
Technologies: JavaScript, React, Figma, Amazon S3
Impact
 A complete customer journey connecting various teams. Open for more customer journey requests.

Challenges

The E2E Customer Journey tool created by the design technology team serves as an integrative platform, linking prototypes and experiences within the QuickBooks ecosystem to offer a comprehensive perspective on customer interactions. Although the first version was launched in early 2021, its adoption rate fell short of expectations and it lacks a strong purpose of usage. Consequently, our team is dedicated to investigating the reasons behind the product's underutilization and is committed to implementing necessary enhancements to the current iteration.

Process

Due to the ambiguity of the project, my coworkers put some fake customer journeys as the placeholder, lacking direct relevance to actual customer experiences. Recognizing this, my foremost objective was to construct a comprehensive user journey reflecting the engagements of various product teams. To achieve this, I engaged with the Intuit's "Adopt a Small Business" program's coordinator, gaining access to invaluable resources such as video recordings and notes from past participants. Through meticulous review of these recorded interactions, I cultivated a profound understanding and empathy toward the customers, gaining invaluable insights into their encountered challenges.

Upon conclusion, I formulated a detailed customer journey, envisioning the entirety of the customer process and pointing out "moments to leverage" and "customer problems". 

Phase 2 involved a meticulous examination of the existing user journeys and a thorough review of the backlog. To comprehensively assess the current state, I reviewed all the prevailing user journeys and analyzed the backlog. Additionally, I conducted multiple customer interviews, utilizing these insights to validate and solidify my findings.​Upon meticulous evaluation, beyond addressing visual discrepancies, I identified two pivotal modifications:​

1. Redesigning the list card to incorporate an enhanced array of information concerning the customer journey. This involved adding specific timestamps, iterating on customer problems, and optimizing space utilization for a more comprehensive overview.

2. Transforming the horizontal timeline into a vertical format to accommodate longer and more elaborate customer journeys, ensuring a more intuitive and scalable representation of the experience.

During the design stage, I focused on redesigning the timeline. This involved an intricate exploration of shapes, line strokes, colors, and interactive elements. Specifically, I decide to create a timeline that can be expanded and collapse, grouped in different categories and stages. When a category expands, the accompanying line adopts a solid form, transitioning to a dashed line when collapsed. This deliberate choice enhances visual coherence, aiding users in seamlessly identifying connections between the timeline and list cards.

The overall design process encompassed numerous stages, including multiple design reviews, iterative visual refinements, and rigorous design critiques. Collaboratively, we shared our designs with both internal and external team members, yielding invaluable feedback that significantly contributed to the project's evolution.

My manager and I recognized the potential of leveraging AI for text summarization, viewing it as an exemplary demonstration of the capabilities AI offers. Initially exploring the Compromise JavaScript library yielded unsatisfactory results. Consequently, I opted to leverage OpenAI's capabilities to condense the text into succinct summaries comprising three words, storing these outcomes locally. This approach markedly improved the efficiency and quality of the text summarization process.

Final Product

The second iteration of the E2E Customer Journey prototype tool was unveiled in August 2022. I presented its progress to upper management, who displayed immense enthusiasm for the concept. Unfortunately, I did not get a chance to witness higher leadership people using the tool due to my transition to graduate school at that time. However, I strongly advocate for the critical importance of fostering an ecosystem among diverse cross-functional teams within a company's design system mindset.

The expandable left nav bar is connected with the main content. As users scroll down, they can view the whole customer journey, check the moments to leverage, and view the current prototypes built for these in-progress features. 

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