Cisco: Bring Any Contract
I helped our team bring a brand new feature to the CX Cloud platform, that was allowing our users to add contracts as data sources. This would help our users find critical information found only within these contracts.
Summary
User Pain Points
Users struggled to find contract data in a centralized location.
Addressed this issue by allowing users to add contracts within CX Cloud as “data sources”.
Collaboration and Iteration
Worked alongside the product design lead on user experience flows.
Onboarded visual and content designers for continued collaboration.
Conducted review calls with the team to gather feedback and insights.
Missing Interactions and Iterative Improvements
Identified missing interactions by comparing them with other areas in CX Cloud.
Incorporated these interactions into the design with the help of our visual designer.
Content Design and Stakeholder Communication
Facilitated content design collaboration.
Ensured alignment with stakeholders on the desired messaging.
Handoff to Engineering
Provided Figma file links to the engineering team and provided consistent review calls so they had a space to share their perspectives.
Continued to support them with answers to questions during development.
Before this feature was added, our users couldn’t find their contract data in one central spot. It proved to be an immense headache in a lot of cases, so that’s why we wanted to allow our users to add them within CX Cloud.
I worked in parallel with my product design lead on the user experience flows and once things were in a stable state I onboarded our visual and content designers for continued team collaboration.
I started up review calls with the larger team as wireframes, and user flows were completed for their viewing. This was so we all could, as a team, look through them and notate pieces of feedback and insights for design iteration. In these review sessions, we were able to learn that some missing interactions had been implemented elsewhere in CX Cloud. So I was able to add them in with the help of my visual designer, which was great.
I facilitated team collaboration for content design as our content designer had some lingering questions about what the desired message was on several screens. I kept up communication between them and the stakeholders to ensure we got to a solid decision.
Once designs were completed I handed off the figma file links to our engineering team so they could start their work in earnest. I continued to answer any of their questions as they arose and tracked down answers to questions I didn’t immediately have.
