Marriott Agent Experience Delivery

Marriott requested an effort to define the future-state “north-star” internal agent experience to advance customer service initiatives and deliver pragmatic design for first phase release. Integrate reservations, customer care and loyalty into a single cohesive experience.

My Role:

Leading a project with research for Marriott involved a comprehensive and systematic approach to ensure the successful delivery of valuable insights and actionable recommendations. The following are the key efforts undertaken:

Project Planning: As the project lead, I invested time in understanding Marriott's research objectives, timelines, and desired outcomes. This involved collaborating closely with stakeholders to define project scope, goals, and success criteria.

  1. Research Design: To address Marriott's specific needs, I worked closely with the research team to design a tailored research plan. This included identifying the appropriate methodologies such as user interviews, usability testing, surveys, or ethnographic research, and determining the target audience and sample size.

  2. Participant Recruitment: I took responsibility for recruiting participants who aligned with Marriott's target demographic or user personas. This involved leveraging various recruitment channels, conducting screening processes, and ensuring a diverse and representative sample.

  3. Data Collection: I oversaw the data collection process, ensuring that research protocols were followed and data was captured accurately and ethically. This included conducting interviews or observations, moderating usability testing sessions, and collecting survey responses.

  4. Analysis and Synthesis: I led the analysis and synthesis of research findings, working closely with the research team to identify patterns, themes, and insights. This involved synthesizing qualitative and quantitative data, extracting key takeaways, and identifying opportunities for improvement or innovation.

  5. Reporting and Communication: I was responsible for presenting research findings and recommendations to key stakeholders at Marriott. This involved creating compelling reports or presentations that effectively conveyed the insights, supporting them with relevant data and user quotes.

  6. Collaboration and Alignment: Throughout the project, I facilitated collaboration and alignment between the research team, stakeholders, and other project members. I ensured that research goals and outcomes were integrated into the project's overall objectives, fostering a shared understanding of the research's value and impact.

  7. Actionable Recommendations: I worked closely with the research team to distill research findings into actionable recommendations. These recommendations were tailored to Marriott's specific context, highlighting opportunities to enhance the user experience, inform strategic decisions, or drive innovation.

Throughout the project, I maintained a focus on Marriott's goals, ensured high-quality research outputs, and fostered collaboration to drive actionable outcomes. By leading this research effort, I aimed to provide Marriott with valuable insights and recommendations to enhance their customer experience and drive business success.

The Challenge

Marriott has expressed the need to establish a comprehensive vision for the future internal agent experience, commonly referred to as the "north-star." This initiative aims to drive customer service initiatives forward and implement practical design solutions for the initial phase launch. The objective is to seamlessly integrate reservations, customer care, and loyalty into a unified and cohesive experience.

The Approach

Stakeholder discovery workshops

  • On-Site research (agent call centers)

  • Stakeholder Share-out & Workshop

  • Future-State Experience Strategy Modeling & Task Flows

  • CRM/SalesForce UX Guidelines for Front-End Dev

  • Rapid Prototyping

  • Design Ideation

  • Content Strategy

  • User testing/Validation

  • Annotated wireframes

  • Visual Design Annotated Framework

Discovery: Leading with Research

Callers/Cases Shadowed across Reservations, Rewards, and Customer Care

148

Agents interviewed in Omaha and San Antonio

31

Total Team Hours of Contextual Research

39

Hours with Marriott Stakeholders to socialize research and solution great experience

+4

Our Findings

After conducting thorough research, interviews, and dedicating numerous hours to synthesis and analysis, we have successfully identified several gaps in the process of booking customers' stays. It became evident that breakdowns were occurring at various stages, particularly in situations where agents lacked the capability to check multiple reservations simultaneously. Recognizing the significance of this comparison aspect became crucial in addressing the identified challenges.

SIMPLE
Minimization of work
Effective use of text and space
Colors and background usage
Page weight distribution
Layout
Annoyances

EFFICIENT
Productivity enablement
Fields and forms
Reduction of cognitive load
Alternatives and pop-ups
Readability

INTUITIVE
Branding and familiarity
Recognizable layout
Page titles & language

ENGAGING
Comfort
Utility
Flexible design

SUPPORTIVE
Help and instructions
Explanations
Error Handling

ACCESSIBLE
Accessibility standards
Labeling, language and grammar
Designer for the audience

CLEAR STRUCTURE
Navigation controls
Navigation model
Information architecture
Memory

Experience Design Guiding Principles

In experience design, guiding principles are the North Star that illuminates our path towards crafting meaningful and delightful user experiences. These principles serve as beacons, directing our decisions and actions, and ensuring that every interaction is thoughtfully designed to meet the needs, expectations, and aspirations of our users.

By embracing guiding principles, we strive for simplicity and clarity in our designs, removing unnecessary complexity and providing users with intuitive and seamless experiences. We foster empathy, seeking to deeply understand and empathize with our users, their motivations, and their pain points. This empathy allows us to create designs that resonate on an emotional level, forging lasting connections and loyalty.

Information Architect, Wireframes, and Prototypes

Our initial objective involved assessing the content and designing the information architecture. Our aim was to create a prototype that could undergo testing and iterations, ultimately providing the Agent with the finest user experience possible. By developing a low-fidelity wireframe, designers can evaluate concepts and swiftly make adjustments until an ideal outcome is reached.

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