Implementing a streamlined help and support strategy

Ensuring users have the necessary capability and support to perform tasks at a proficient level to ensure success and viability.

Examples of design assets produced for Smart Energy, including design system components such as buttons, dropdown and pagination. Desktop and mobile mockups of the Smart Energy website

Highlights

  • Developed and implemented a resource strategy resulting in operational efficiencies, reduced duplication of effort and behavioural changes towards self-service.
  • Implementation of a new process ensuring improved accuracy and timeliness of resource development and delivery.
  • Bolstered site information architecture, content relevance and discoverability.
  • Improved discoverability and engagement with resources and an enhanced user experience with a redesign of the help centre.
  • Built a communication strategy to further improve visibility and engagement.

Methodology

Discover and Define

User Interviews
Stakeholder Interviews
Surveys
Heuristic Evaluation
Competitor Analysis
Contextual Observation
Thematic Analysis
Personas
User Journey Map
Card sorting

Design and Iterate

Information Architecture
Design System
User flows
High-fidelity design
Prototyping
Usability testing
Service Blueprint
Project overview

Context: What, how and why

The OneCX Program aims to consolidate hundreds of Government agency websites into a single, customer-centric platform: nsw.gov.au. Under this model, each government agency will own and manage their content on the site. Ensuring agencies have the necessary capability and support to do this at a proficient level is crucial for the program's success and viability.

Problems

Demand for support grows as more users are onboarded. To minimise risk to the OneCX program, the way we support users must evolve and improve in efficiency.

1

Effort duplication to maintain and generate support resources.

2

Usability deficiencies and a poor support experience caused by insufficient consideration for user tasks.

3

Low awareness and engagement with resources causing strain on support staff

Solutions

To resolve and minimise the negative impact of the identified problems; multiple solutions were developed, tested and implemented.

1

Support strategy framework determining resource generation and maintenance responsibilities.

2

Re-designed support experience based on user journeys, including a new Information Architecture and templated support.

3

Communication plan and integration of resources within the product.

Discover, Define
and Ideate

Understanding the current state of support

Initial research undertaken to understand the state of affairs with product and service, scope the project, build an understanding of the people, processes and systems.

Audit of resources, services and platforms

Platforms, resources and services relating to learning and support were identified and evaluated to understand the environment holistically.

Heuristic analysis

Support platforms such as the Help Hub were analysed to identify pain points and areas of opportunity. This generated Heuristic analysis reports, Looker Dashboards, and an Insights report.

Data analysis

A look into the analytics to better understand the performance and user behaviours relating to support.

Interviews

Stakeholder and user interviews + workshops were conducted to understand the experiences and needs from both sides.

Design and
Iterate

Re-designed support experience

I overhauled the journeys in relation to finding and utilising support resources through applying an interconnected approach between products and improvements to the UX and UI of the Help Centre.

I established a ‘front door’ to resources, ensuring users had a more intuitive experience from the moment they required support.

Redesigned 'Help Hub': The centralised entry point that connects all help and support resources

With clear Information Architecture

The new system includes templates for digital and print use, responsive components, as well as detailed guidance and examples to support internal and external teams build brand consistency across all channels.

Information Architecture has clearly defined layers with rules
Example of a Help article authored using the flexible template

and a flexible, templated approach to support resources

By distributing the resource development and maintenance responsibility from a single team, to all teams, we unlocked the ability to create resources in tandem with feature development.

A number of resource content templates were developed to ensure consistent tone of voice and content structure was maintained, and a restructure of the Information Architecture (IA) ensured information was organised and expanded according to user needs.

Support strategy framework

Determining what resources are generated, where they live and allocated maintenance responsibilities.

Previous state; showing various help and support platforms totally disconnected from each other
New strategy framework; An interconnected ecosystem of help and support that is easier to find and consume

Continuing to drive self-service behaviours

Support forms were uplifted to encourage self-service behaviour by implementing a ‘suggested articles’ field, which will surface relevant support articles based on the user’s keyword input.

Relevant resource links are displayed based on user input keywords, e.g. 'Grants' surfaced any resources that are tagged with 'Grants'
Process map defining responsibilities for generation and maintenance of resources, and when in the development cycle steps need to occur

Establishing the what, where, and when support resources are generated

To ensure successful implementation of the strategy, the process was mapped out to clearly define: what resources we publish, where will they be hosted, when does development need to start, and outline ongoing maintenance responsibilities.

Outcomes and
Impact
40%

Searches for resources increased by 40%.

14%

Click-through-rate to articles in search results increased by 14%.

8%

Reduction in user support requests (post search) by 8%.

22%

Improvements in awareness and engagement with 22% more visitors, and a 48% increase in average support resources viewed by users.

95+

Duplicate and redundant support resources were archived.

50+

Over 50 support resources published that were previously inaccessible to users.

Other work

Design systems

Establishing a structured design function to power business growth
View project

Feedback mechanism

Design and implementation of a feedback mechanism to measure progress and impact
View project

Faceted search

Streamlining the search experience on nsw.gov.au
View project

Support strategy

Design and implementation of a streamlined help and support strategy
View project

CMS Dashboard design

Creating value for users by increasing visibility and reducing task friction
View project

Art direction and Layout design

Various examples of brand work, art direction and general layout and design
View project