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IT Concierge
One-stop shop for all your IT matters

Role - Design Lead

ABOUT

A Concierge service

The employees of Rolls-Royce Power Systems across the world today are confronted with many different channels and multiple touch points to address their various IT matters. For some issues, users have to contact their IT coordinators and for few others, the service desk. There are often cases where the users are confused whom to contact for a topic. Currently, calls and emails are the two channels by which users get in touch with the IT service desk. Maintaining a service desk is highly resource-intensive and hence more expensive, while emails tend to lack swift responses. 

Hence focusing on the real needs of the users, we aim to provide a concierge like experience. In a nut shell, IT concierge is a single point of contact for RRPS employees for all their IT matters.

This entire project happened during Covid-19 pandemic. Different alterations and experiments were tried out to get the best results through every stage of this project.

Introduction

PROJECT METHODOLOGY

Discover, Design, Deliver...

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Design Thinking

RRPS follows SAP's Design thinking framework, which is based on the 3 staged Standford D.'School's Design Thinking process - Discover, Design and Deliver.  This design thinking framework was designed to accommodate both traditional and agile projects.  This approach solves problems by addressing the pains and needs of the customer and business. By having a design thinking mindset, a multidisciplinary team can build solutions for complex and wicked problems in a technically feasible, commercially sustainable and emotionally meaningful way.

Methodology

RESEARCH

How we understood what they want...

IT Concierge project was focussed not just over a single region but rather over varied user groups spread across all the continents, adding their region-specific complexities to our assumptions.  To understand these needs, we divided ourselves into 3 teams working on 3 different time zones. Our research team comprised of 6 researchers, 2 for EMEAR, APAC and the USA regions each. Also, a slightly broadened user interview guideline was prepared to accommodate the diversity of these regions.

All the user interviews were conducted on Skype considering the pandemic situation. A total of 29 interviews were conducted covering 4 different user groups across 3 different time zones.

Research
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SYNTHESIS

Churning raw data into meaningful insights

The entire synthesis was done remotely. Ideation and brainstorming workshops were conducted within the team as well as with the stakeholders using tools like Invision Freehand and breakout groups via Teams. As we progressed with the research, we slowly started observing that the insights were shaping into two different user groups, nothing but personas. Personas are fictive characters who are representative of a user group. They help the Stakeholders to understand which person you have in mind when you make decisions.

Personas also act as a reminder for the team to validate if we are focusing on the customer and solving their issues. We named them "The Resolver Ally" and "The Dependent Milan".

Synthesis

Personas

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RESOLVER ALLY

31/F

"Curiosity is always rewarding"

Job Title - 

Sales Service Manager

General environment​

I have an engineering background and I am responsible for after-sales service, spare parts and workshop. I lead a team of 13 employees and take care of all their IT needs. During this Covid -19 situation, I work only one day from the office and the rest four days from home.

Personal goals

    -    Seamless service operation

    -    Make sure my team is well motivated

    -    Achieve sales target

Motivation

    -    Self learning 

    -    Troubleshooting and finding the solution            gives me joy

Frustration

    -    Lengthy process

    -    No transparency in the communication, for e.g., who is responsible for what. 

    -    I am not empowered to solve the issues that i face.

    -    Dependencies on the individuals (IT coordinators) sometimes results in human errors.

    -    With the current IT landscape, I find it difficult to perform simple tasks like installing software, ordering                a laptop or a mouse etc.

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DEPENDENT MILAN

35/M

"I only want to focus on my work. Rest are not my headache"

Job Title - 

Finance & Controlling

General environment​

I work with numbers. Every figure and minutes count for me.

I generate reports and analyse data for the management. I work with the Sales, Service and Quality department supporting them in measuring their KPIs.

Personal goals

    -    Provide best and fast support to my                  colleagues in other departments.

    -    Accurate analysis of data to make the                right decision

Motivation

    -    Formulas to solution

    -    Good infrastructure 

Frustration

    -    Long waiting time on Service desk hotline before I can reach an agent.

    -    I need to call the service desk quite often, because I do not know much about IT Tools and devices. And the              tickets need too much time until it gets resolved. Once I needed 30 Minutes to inform that the Sales DB                  Software wouldn't work. 

    -    Sometimes tickets get closed without any feedback or solution, hence I had to create a new one via the                   service desk again which again took a lot more time.

    -    I find it difficult to install softwares with the current IT landscape.

    -    I don't understand the technical explanations.

KEY INSIGHTS

User wishes and Pain points

    -    Users want the communication with IT team to be fast, well documented and transparent 24 x 7.

    -    Users are confused about which channel to contact the IT team, hence wish for a dedicated channel.

    -    Users prefer to use a self service system to raise ticket by themselves, for IT needs and smaller issues.

    -    Users prefer to use emails (to document their request) and calls(for urgent matters)

    -    Unable to reach service desk at peak hours due to different time zone, long waiting time.

    -    Slow resolution time and no transparency on the progress of the ticket.

    -    Dependency on the people rather than the system.

    -    Inconsistent and varied services across regions.

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RRPS  IT support - today

Key Insights
Project Brief

PROBLEM BRIEF

Our focus in this project

To create a responsive web application for the employees in Rolls-Royce Power System to tackle all their IT needs and requirements, hence providing an end to end concierge-like experience within the limitation of the current backend systems.

IDEATION

Ideas and their prioritisation 

Ideation was majorly done virtually using different tools. This was the phase that got the most impact of remote working due to Pandemic. Through multiple workshops we were able to bring diverse ideas to the table. The core team members categorised these ideas and made realisable features along with acceptance criteria for each of them. These features were further scrutinised on the basis of business viability, user desirability as well as technical feasibility and were categorised into three levels of priority. The highest priority features were considered for the first Minimum Viable Product (MVP).

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IT Concierge Conceptualisation

Ideation

DESIGN SPRINT PLANNING

"Well planned is half done"

Once the initial ideas were conceptualised, information architecture was drafted. It helped us to communicate easily within the project team as well as to make a rough size estimation of the entire project. We sliced the overall MVP scope to smaller sections which could be accommodated into each sprint for 2 designers. Product owner and key stake holders were onboarded to our Sprint plan, thereby framing the first MVP. 

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Design Sprint Plan

We designed this heavily customised one-week design sprint plan to meet the project requirements and timeline. With such a sprint we were able to achieve,

    -    Easy and effective collaboration with teams across regions for maximum output.

    -    User validations across the continent provided quicker end user feedbacks.

    -    Multiple review sessions at various stages from product owners as well as co-designers.

    -    Fast and iterative detailing.

    -    Design readiness by the end of the week for every sprint.

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It took us only a total of 6 sprints to finish, the user validated and refined wireframes for the first MVP.

Sprint Planning

WIREFRAME AND PROTOTYPE

Time for some real hands-on work

A fast-paced phase involving 2 designers working for 12 hours, began with revisiting the user stories followed by creating task-flows and user-flows, wireframes and its prototyping. The wireframes were created in Sketch and prototyped in Invision. The wireframes were vetted by PO and other fellow designers, their feedbacks were collected, evaluated and incorporated before presenting it to the end-user for user validation.

Wireframes

Home screen

Search interaction

Software installation request

Create a ticket

Ticket history

Hover on the UI to view the interaction

USER VALIDATION

Let's listen to what they felt!

It was very important for us to collect feedback from users across the continents to iterate and improve our design. We made use of the "follow the sun approach" for user validation. Early in the morning, the prototypes were tested in Singapore, China and India, followed by Germany, France and Turkey during the daytime and finally Mankato in the late evening. All the three-time zones had 2 dedicated resources to conduct three user validation sessions each. All the validation notes were directly documented as comments in Invision.

As an experiment, we also tried offline validation sessions which turned out to be a huge success. We created a pool of users who were actively participating in the validation activities. Specially designed questionnaires and onboarding materials for commenting were created for offline validations. Offline validations of course lacked in the understanding of the soft behaviours of the users, but we were able to get volumes of vital inputs.

We were able to achieve a good balance between online and offline user validations to collect the final end-user feedbacks for our design. 

All the feedbacks were further categorised, prioritised and incorporated into the wireframes by end of the fifth day of the sprint.

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User Validation
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VISUAL DESIGN

The next level of detailing!

The visual design was done using the Torque Design System of RRPS. Visual design including colour palette, interaction as well as icon styling were defined at component level within the design system. 

Visual Design

When encountering any issue, users are empowered to fix it by themselves through Quick fixes. If the issue is complex, users can report the issue by themselves through Create a Ticket section easily.

A glance of user's open tickets as soon as they reach the home screen and a quick link to the Tickets section

Quick support for the common issues before contacting the IT team

Users can see the history of all the open and closed tickets in the tickets section of the IT Concierge

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A Search to take the users to their destination quickly. Current issues relevant for the user are presented as Quick links.

Never miss any IT announcement

Multiple channels for the user to reach out to the IT team.

The status of the ticket can be easily tracked  in ITC

From the IT store users can request hardware, software as well as permissions.

Smart features like auto-categories generated from keywords provided by the user help in faster ticket routing.

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Users can order multiple software/hardware in a single request. 

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RESPONSIVENESS

Defining design across varied screen sizes

IT concierge was designed for all the employees of RRPS. It was important for the employees to access IT Concierge from any company device possible such as a mobile, tablet, laptop or desktop in any situation. 

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Thank you for your time.

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All work © Sachin NP 2021

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