DesktopB2BInternal systemsCustomer care

Customer Care Tool

Cut handling time by giving agents the order details they need, when they need them

Customer Care Tool
RoleLead Product Designer
PlatformDesktop
TeamProduct manager · UX designer (me) · 4 developers · 2 QA engineers
What I didResearch · Solutions · Testing · Interface design

01 - Intro

This project focused on improving the custom-built customer service tool used by a subscription e-commerce company shipping to households at scale across the UK. To manage the resulting volume of customer inquiries, the company relies on a network of Customer Care centres staffed by trained agents.

02 - Problem

The existing customer service software significantly hindered agent productivity due to usability issues and an inefficient information layout — directly increasing complaint-handling time. Agents struggled to find the order details they needed, forcing them to navigate through multiple sections of the system for every inquiry, and onboarding new agents was slow because the software wasn't user-friendly.

No priority for recent orders

New orders weren't visually distinguished, forcing agents to search the full order history to find the one a customer was calling about.

Limited order details

Surcharges, marketplace items, discounts, and per-product pricing were missing — agents saw only the order total, and couldn't answer basic questions about it.

Delivery information maze

Delivery details lived behind a link into a separate third-party app agents had to click through to and search manually, for every inquiry.

No complaint history

Existing complaints tied to an order weren't shown on the Orders page — agents had to leave and check a different part of the system.

03 - Approach

I ran interviews with agents to understand their daily workflow and specific pain points, then launched a baseline satisfaction survey — over 100 responses — to measure how the team felt about the tool before any changes, with a plan to re-run it after launch to track the impact.

04 - Solution

The redesign centered on a new, full order-details view — shown below in Before & After — plus a reworked Orders table that gets agents to the right order faster:

The shipped flow
Step 01/05

All orders and statuses at a glance

The Orders table now surfaces order list and status directly in the row, so agents can judge urgency before opening a single order.

All orders and statuses at a glance

05 - Impact

Contacts per hour (CPH)5.3 → 7.1Within the first two months post-launch
Agent satisfaction2.6 → 4.2Measured via a follow-up survey against the pre-launch baseline (5-point scale)

06 - Before & After

The clearest way to see the change is side by side — the original Orders page against the new order-details view.

Before

The original Orders page — no priority for recent orders, limited order details, and delivery and complaint information hidden in other systems.

After

The redesigned order-details page — item costs, discounts, delivery info, complaint history, and full event history, all in one place.

07 - Reflections

What worked

Testing early and often, using the RITE method as soon as the first drafts were ready, meant I could catch problems and iterate before investing more design or dev time in the wrong direction — five rounds later, feedback had turned consistently positive.

What I'd change

I'd get out from behind the screen-share and observe agents in the room. Interviews were a good foundation, but watching agents handle a live customer conversation and juggle the tool in real time would have surfaced nuances that self-reported workflows glossed over.

What I learned

As the only designer on the project, constant context-switching between design work and developer conversations was the biggest drag on my output. It pushed me toward more deliberate time-blocking — and toward planning a rough roadmap up front so I always knew how much work was left.

Next Project

AI-enhanced data verification