Project Overview
Problem statement

Initial assumptions
Goal: redesign the retail system based on the system used in call centres.
Our initial assumption is that the current retail system was outdated, slow and overly complex – hurting sales, agent experience and effectiveness.
Rogers has another customer channel through the call centres, which utilizes a complete different system.
Based on internal metrics regarding transaction times and success rate, the call centre system has over performed the retail system on many aspects, specially user feedback.
Pain #1
Being a legacy system, it lacks speed and connectivity with other complex systems like knowledge base.
Pain #2
Pricing and offers are better exposed in other channels, making difficult to close sales.
Pain #3
Overall sale flows are out of order, making agents start flows from scratch multiple times.
Why addressing
the problem
Business perspective: A potential increase in revenue due to the alignment of multiple sale channels through one sale/support system.
Design perspective: Making the experience more universal, designing for consistency and scalability.
Agent perspective: Helping agent journeys the easiest way possible, where they don't have to keep relearning patterns and functions.

Research and discovery
Initial assumptions
Pain #1
Being a legacy system, it lacks speed and connectivity with other complex systems like knowledge base.
Pain #2
Pricing and offers are better exposed in other channels, making difficult to close sales.
Pain #3
Overall sale flows are out of order, making agents start flows from scratch multiple times.
Why addressing the problem
Business perspective: A potential increase in revenue due to the alignment of multiple sale channels through one sale/support system.
Design perspective: Making the experience more universal, designing for consistency and scalability.
Agent perspective: Helping agent journeys the easiest way possible, where they don't have to keep relearning patterns and functions.