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Costumer service platform

eManuals is KeyBank’s platform for comprehensive policies, procedures, and guidelines designed specifically for contact center associates.

Overview

  • Led cognitive walkthroughs with KeyBank contact center employees to identify key challenges and problem areas.

  • Facilitated usability brainstorming sessions to generate solutions for improving information architecture, organization, and UX/UI of the platform.

  • Streamlined user flows by reducing the number of pages for quicker navigation.

  • Integrated UX trends, heuristic principles, and the KeyBank Design System into final design recommendations.

WORK DONE

  • User research

  • Usability testing


  • Ideation & brainstorming sessions

  • Information architecture

  • Wireframing

  • Lead UX design

Ideate on the right problems

WHAT WE LEARNED

By identifying themes and insights from the cognitive walkthroughs with employees, we uncovered our user’s pain points.​

PROCESS

During brainstorming sessions with other UX designers and researchers, we engaged participants with “How Might We” questions to turn our user challenges into design opportunities.

PARTICIPANTS PREFERRED

  • Clear hierarchy of elements and text on each page.

  • A wizard tool, or similar feature, to reduce the length of procedure pages.

  • A trending topics section featuring popular links on the landing page.

  • Expandable content sections with drop-down, show/hide functionality.

  • Relocating the revision history to a more visible area.

  • Grouping related tasks and links together for easier access.

How might we...

  • Make the procedures easier for users to consume/walk through?
  • Provide users with a way to easily access their most used procedures/policies?
  • Provide users with a way to access their previous searches?
  • Alert users of high-risk procedures and when procedures have changed?
  • Make a complex
interface quicker for the user to navigate through?

User flow

kb-userflow.png

Wireframe recommendations

This is a project I worked on while employed at Clutch

© 2024 Kathryn Olvis. All rights reserved.

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