SecuRita

A conversational INTERFACE design to enhance customer support experience for Securitas Technology
Client
Securitas Technology
Team
2 Designers, 2 Developers
Contribution
Design Strategy, Conversational UX
Duration
5 Months

An Overview

What does Securitas Technology do?

Securitas Technology provides a range of services allowing access control, remote monitoring, intrusion systems, and so on for both commercial and residential spaces. One of their most used security management applications is HQ that allows users to view, remotely monitor their building, and respond to notifications.

Project Brief

The onset of the Covid-19 pandemic caused a steep raise (600%) in the number customer service calls creating a problem for the business because of increased customer waiting times, abandoned calls and extensive load on the customer care representatives. In order to navigate this problem we worked on a conversational user interface bot that we saw as an effective and feasible solution to capture user needs and help the business in maintaining the relations with their customers.

The Solution: Key experiences

"Hey Rita, can you help me?"

Humane conversations, not electronic replies

The UX writing of this bot was made to empathize with customers in a way that it understood their problem and provided relevant solutions and replies

Quick learner

Adapts to user behavior and queries quickly. As it is used more and asked a broad array of questions, it becomes easier for the bot to recognize intents and is able to direct users in the right direction

"Trust me, I can help you with this"

The bot, after getting an input from the user regarding a particular task, always asks for a confirmation before performing it. This way, the user is able to build trust with the bot and take negative feedback into consideration.

Stop waiting on the 1800-number, ask me what you want

To overcome hight wait times to perform simple tasks like putting your system on test, raising a new ticket, or checking the status of an existing ticket, we enabled Rita to perform these tasks on its own, so the users can avoid waiting on a 1800-xxx-xxx line for long time.

The Process

RESEARCH
The project kickstarted with planning and envisioning our research phase and goals using he UX project canvas
Research Aims:
Understanding the key tasks of users when using the HQ application.
Identifying the problem scenarios when users feel the need to call in to customer care.
Identifying users familiarity with conversational interfaces and preferences for chatbot vs voice assistants.
Domain Analysis
HQ is an interface managers and admins to perform security related tasks like putting security systems on test, manage user role, check status of security system across multiple locations, and remotely manage security system functioning system
We explored conversational interfaces by conducting a high-level competitive analysis of various commercial security chatbots.
Primary Competitor: ADT's CUI Olivia
Impact: 95% interactions with a response and 24/7 support
User Interviews
Conducted interviews with 7 users
End users were a mix of security heads, facility security product managers, and safety and compliance managers
Current Tools Exploration
• CallRails:
Allowed us to analyze the common queries that require human interaction
• DialogFlow: Allowed us to understand the identified list of common user queries and how they are currently being handled
ANALYSIS
With all the data from the research, the next step was to decode all interview data by extracting important themes and patterns. We relied on simple interview coding to come up with broad themes and then creating an affinity map of repetitive data to narrow down research insights.
DEFINE
Based on all our insights narrowed down from interviews and listening to over 100 calls on Call Rails, we were able to identify two key scenarios to focus on: Test Mode and Service Dispatch

We generated a user persona and user flow based on data gathered from the interviews and insights from our affinity mapping exercise.
The Persona helped us empathize and understand the user more deeply
The user flows allowed us to define a structured start-to-finish flow of how the user might interact with our chatbot for the two scenarios

PROTOTYPE AND USER TESTING

With the final user flow in place, we decided to go forward with VoiceFlow to create a prototype of our chatbot. VoiceFlow allowed us to design and create a real conversation of the chat flow that was finalized.

Test the bot here!
TEST MODE
SERVICE DISPATCH

We decided to test this prototype with internal stakeholders to get an idea of how users will behave while interacting with the bot. Think aloud sessions were conducted with 5 internal users to narrow down and understand how the prototype can be reiterated based on
1. How the participants perceive the language of the bot?
2. Is the conversation flow as expected?
We tested users on 3 task scenarios: putting their system in test, checking status of a ticket, and creating a new ticket

View Detailed Insights
ITERATION: SECURITAS IN ACTION

In the final re-iteration of our prototype from the user testing feedback, our focus was to improvise the key experiences. Creating the final experience in Figma enabled us to handle some edge cases to overcome the constraints of VoiceFlow. We embedded the following insights to our Figma prototype:
More human-like and empathizing language from the chatbot.
Some action needs to be taken by the bot on negative feedback.
Specific addresses should be easier to input.
Service Ticket Status should include - Ticket ID, Date of service, date due to be serviced, system category, service technician.
Service tickets should be categorized.

View Final Prototype

The Impact

The solution played out to create a good balance between customer and business needs.

Client Feedback

Personal Reflections

⚡️ Learning about conversational UX was an interesting learning curve.
⚡️ I believe I picked the right teammates for this project, the process was smooth-sailing and we made sure we ended up on the same page post some healthy debates (so fun!).
⚡️ The opportunity to work with Securitas Technology gave me good industry exposure to practice and refine my design process.
P.S: The team won the Best Research and Design Project Award at Capstone! 🏆

Thank you for reading! 🥳