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Help and Support

Optus small and medium business has grown its digital operation and there was an opportunity to improve help and support. 

The objective of this project is to reduce in-bound calls by improving the self-service help and support and to help users to find the solution faster.

My Role: Product designer
Team: Business Digital comms specialist, Copywriter, Front- end developer, and Data Analyst.

The problem

The data showed that 39.82% of visitors went from business help and support page homepage to contact us to solve their problem. It created a massive waiting list for the help and support operators to solve the user’s problems. 

It also raised the dissatisfaction level of users due to waiting, as we saw there are similar complaints in the Medallia score. 

Therefore our task was to improve the self-service help and support in order to reduce the inbound calls.

Discovering the pain points  

We started with heuristic analysis and review on the section, we concluded that the help and support has become ineffective due to several factors:

1.  The content hasn’t been updated regularly.
As the topic trend kept growing and changing, there were many common keywords that cannot be searched in the search feature. It also needed a content audit to keep the articles relevant and SEO friendly.

2. UX/UI has not been improved.
After meeting with the current help & support managers, we found out the business help and support content were supported by third party software, the integration seemed not done well. And also the UX strategy and UI improvement has not been improved for awhile.

For example the breadcrumb was unusable, inefficient feedback button, the search bar was below the fold in mobile. And overall the layout needed to be refreshed.

3. Search result was not categorised. 
Overall the search result page had highest rate of exits (7.7k a month). Perhaps users didn’t find what they looked for. 

There were few things we needed to improve, first we need to improve the current search result by categorising the search result. Users had a hard time to scan and understand the result because it was just a list of result without categories.

Secondly we need to improve search functionality and the content search-ability. There were common keywords that cannot be found at the moment.

Finding our key goals to improve the overall business help and support

While asking ourselves what we wanted for the next business help and support, our team started with competitive analysis, looking at what is the best practice out there. Combining our current insight and analysis, here are our key actions to improve the Business help and support:

  1. Differentiated help and support pages of Enterprise, Small Medium Business and Consumer
    Learning from big companies’ websites such as Google and Telstra, We found that they have a clear categorisation among each division. We decided to do same by separating the help and support of Enterprise, Small Medium Business and Consumer.
  2. Layout rearrangement
    Based on the priorities, we laid out the features from Topics, Popular Searches, Search feature, Get in touch and Contact us. 

    In most cases the search feature is placed at the top. This time we placed it under the popular searches due to waiting for the search function to be improved.

    We also placed contact detail at the bottom although they are the most popular links. The purpose is to encourage the users to utilise the self service help and support.    
  3. Personalisation
    We introduced a help and support personalisation through login. It priorities the products the users subscribe, hoping it will help the users to find answers faster.

  4. Updated the Categorisation (Card sorting)
    We wanted to ensure that the categorisation of topics is still relevant today. We gathered all the topics and did a card sorting online using Miro during the pandemic time. Once finished we did a labelling on each group topics. The result will then be tested against the real users by using optimal workshop app.   

Data analysis

We were looking into the data based on popular keyword searches, most visited pages, most time spent pages, bounce rates, and exits. Based on the data we formed our UX strategy as following:

  1. Popular topics.
    From the result of most visit page data and most popular keywords data, we placed most popular topics at the front page. The objective is to help users to find the answer to the problem and solve them as soon as possible.  
  2. Page Audit.
    Based on the most time spent pages data, we understood that these are usually instructional pages which users need to read thoroughly to solve problems. We looked to help users to read easier by introducing tabs and step instruction.

    Based on the “No keyword found” data, we looked to improve the content to capture new keywords, as technology evolves so do the keywords. e.g. 5G and latest mobile phones.

    We also looked into the “exit” rate, If the time spent is long enough, approximately 2 - 10 minutes, that could mean that users read through the article or following the instruction. If the time is spent less than 1 minute, it could mean the users cannot find the solution. Based on this data, we audited the less time spent content to be optimised.

UI design: Iteration, iteration, iteration

Based on pain point discovery, competitor’s analysis, and data analysis,  we started to design mobile and Desktop web pages. The process went through few rounds of modification as I received feedbacks from my squad members and chapter colleagues. At the end we created a version that we would like to test with users.

Learning

It has been a great learning with this project. I found that help and support section is often overlooked. When it is done right, it will not just to reduce the in-bound calls, it will also help to increase customer satisfaction towards Optus.

Other than optimising help and support section, Optus has 24/7 chat bot, powered by AI. It has been proven to be effective in reducing in-bound calls.   

Thank you for reading!