Spirit Communications installs voice, data, and now gigabit fiber for
businesses. Their original sales to install process was to have a salesperson
fill out a Site Survey spreadsheet, submit it digitally via Sharepoint.
A sales technician would then go back and fill in all of the missing information,
and resubmit the form. Then a third-party installer would be given this
information (not always the original document), and try to understand where
and how to install the new service... usually with incomplete information...
leading to multiple trips, and upset customers.
The original project was just to design a web app with the same fields
of the spreadsheet - we ended up, through many iterations in the IA phase,
building something much more comprehensive, and useful for our client.
We designed a web application that allows for simplicity, but also accountability
so that the process can be completed quicker, easier, and so the end user
customer is satisfied.
The design ended up being secondary to helping Spirit figure out the process.
Two thirds of the project was spent in information gathering, user story
and flow, wireframing, prototyping and user testing (the rest design /
development).
Click on the images below to get a more detailed view of my work.