How might knowledge sharing and the right data support white glove customer service at scale?

context

Leveraging collaboration and communication to provide better customer service at scale.

Analytics data applications at Bloomberg are widespread, however this data is difficult to collect and synthesize into actionable insights for product, engineers, and sales teams.

Analytics reps at Bloomberg are overburdened with responsibilities to deliver white glove customer service, multitasking frequently by swiveling between different applications and tools in the Terminal, such as ticket databases and peer-to-peer resources like instant messages, which can cause mental fatigue.
process

Breaking down the project timeline

This project's timeline was anything but the linear representation you see here. In reality, we traversed many possibly paths until we eventually landed on our solution.

Design is rarely ever linear! If you'd like to hear more about the many twists and turns this project underwent, I'd be more than happy to sit down and chat about it!

For the sake of clarity, our process can be broken down into these four phases: discovery and generative research, research to design, and iterative design.

The rest of this project is password-protected. If you'd like to learn more, contact me via LinkedIn or email!

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