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Project Scope

Research

Research

6 Weeks

Ideation/Lofi

Ideation/Lofi

5 Weeks

Prototype/Hifi

Prototype/Hifi

3 Weeks

Testing / QA

Testing / QA

4 Weeks

Delivery Build / Design Specs

Delivery Build

Delivery Build / Design Specs

5 Weeks

Total Project Span | 21 Weeks (4.75 Months) in 2023

Total Project Span:
21 Weeks in 2023

Total Project Span | 21 Weeks in 2023

Company | Paycom

Company:
Paycom

Problem Statement

Internal employees across TSR, CRR, PSD, and Sales need a tool to quickly understand how to complete a task, surface data points, and where to find specific information from anywhere in the system.

Users need a tool to quickly understand how to complete a task, surface data points, and where to find specific information from anywhere in the system.

Our CRM is incredibly complex with many branching pages and sub-experiences. Users need a way to know where to go, how to complete, and on-the-fly client information no matter what page they are on.

Research Insights

Product Complexity

9 out of 10 users find Paycom CRM extremely difficult to navigate. 7 out of 10 users also run into issues knowing or understanding where to go to complete a task or find a specific dataset.

Product Complexity

9 out of 10 users find Paycom CRM extremely difficult to navigate. 7 out of 10 users also run into issues knowing or understanding where to go to complete a task or find a specific dataset.

Complexity

9 out of 10 users find Paycom CRM extremely difficult to navigate. 7 out of 10 users also run into issues knowing or understanding where to go to complete a task or find a specific dataset.

Time is Money

Users estimate an average of 7 hours a week spent on just searching within CRM to find the right page or information. This equates to roughly $128,000 of wasted time per week.

Time is Money

Users estimate an average of 7 hours a week spent on just searching within CRM to find the right page or information. This equates to roughly $128,000 of wasted time per week.

Client Satisfaction

68% of Specialist calls are spent with the client waiting for the specialist to find the data or space the client is calling about. 17 of the 25 average minutes per call for a specialist. 10 out of 10 specialist also believe that a simple chatbot can solve most of their daily issues with the system.

Client Satisfaction

68% of Specialist calls are spent with the client waiting for the specialist to find the data or space the client is calling about. 17 of the 25 average minutes per call for a specialist. 10 out of 10 specialist also believe that a simple chatbot can solve most of their daily issues with the system.

Common Complaints

A whopping 68% across all internal users think that confusing infrastructure, complex workflows, and no easy search function accounts for a majority of their needs for client calls. With a tool like this, users can just communicate from email or message quickly, and focus more on completing more tasks per day.

Early logic build with Data Science team

Data Science Flow

Delivered Solution

There was many iterations and conversations that took place across this project's lifespan. Once we decided on primary functions, we iterated until our shareholders and us were satisfied.

Users need a tool to quickly understand how to complete a task, surface data points, and where to find specific information from anywhere in the system.

V4 Designs

V4 Flow Mockup
Passive Feedback Options

V6 Designs (Delivered)

V6 Flow Mockup
Passive Feedback Options
Passive Feedback Options
V6 Flow Mobile
V6 Flow Mobile
V6 Flow Mobile
V6 Flow Mobile

Dream State

If I were given full control of delivery and function, then the below would be my solution.

Users need a tool to quickly understand how to complete a task, surface data points, and where to find specific information from anywhere in the system.

Not only would the chatbot have enhanced functionality, but our spaces for Knowledge Center and Company News would be combined into a single assistant interface.