The call center for a major credit union was a critical point of contact with customers who were seeking an automobile loan. Recognizing that it was important to ensure an efficient, memorable customer experience, the credit union asked our Agile team to revamp their call center's slow and cumbersome system to make it easier for customers to purchase new cars and trade in old ones.
As the sole UX designer on the team, I updated the entire look and feel of the auto loan application, streamlining processes for:
I worked primarily in HTML and CSS, using Photoshop to choose the color scheme and Illustrator to create assets such as icons and other images. I am convinced that designing in a browser is the best approach for prototyping, because it makes it easy to communicate and iterate on design decisions. And the development team loves having usable code to work with.
In close coordination with the testing team, I wrote usability tests and test scenarios, evaluated responses, and used the results to improve the prototype.
The updated user interface was clean and easy to use, and it significantly simplified communications with customers. Call center agents saved time on every loan application, and overall call times dropped. In addition, the streamlined loan approval process markedly improved the customer experience, and resulted in increased loan activity for the credit union.