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CLM System Redesign

Result: 35% decrease in call response time
Project Overview

Project Name: Tecnotree Core CLM System Redesign for MTNI

Duration: 10 months - 2020

Role: Senior UX Designer - Tecnotree Onshore Division

Team: A design manager & 3 UI designers

Company: Tecnotree

Client: MTNl (major telecommunications operator)

My Story!

As the first UX designer for Tecnotree’s onshore operations, I adapted Tecnotree’s human-centered Digital Customer Lifecycle Manager (DCLM), part of its broader suite (DCLM, DCM, DOM, and DCBS), which helps telecom operators build personalized customer relationships through automated onboarding. I led end-to-end UX—research, journey mapping, feature design, and usability testing, resulting in streamlined workflows, reduced call queues, and faster, more personalized experiences with real-time 360° insights.

Through a series of business workshops, I discovered a key objective beyond adopting new technologies and improving usability: reducing call center response time. As Irancell’s customer base rapidly expanded, support requests and complaints surged, driving up operational costs and the need for additional agents. By streamlining workflows and enhancing system efficiency, the business aimed to reduce agent workload, cut hiring costs, and maintain competitive service quality.

Company Reality:

  • Rapid Customer Growth: Daily influx of new telecom subscribers

  • Rising Support Volume: Surge in complaints and inquiries

  • Operational Cost Pressure: Escalating costs for hiring and training agents

  • Competitive Demand: Need for faster, higher-quality customer service

Business Challenges
  • First UX designer for Tecnotree’s onshore division, leading UX strategy and coordinating with offshore teams

  • Partnered with Product Owners and BAs to define user stories, prioritize features, and align design with business goals

  • Redesigned core product for MTNI through field studies, on-site interviews, and stakeholder surveys

  • Led workshops and user testing

My Contribution

Mapped the relationships across DCLM, DCM, DOM, and DCBS systems

How might we transform generic offshore CRM designs into a user-centered system that reduces MTNI's call center response times while supporting rapid customer growth and operational efficiency?
Problem to solve

To understand user needs and operational challenges, I led mixed-method research combining workshops, questionnaires, field studies, and stakeholder interviews with call center staff across roles. The goal was to uncover pain points, assess system usage, and identify opportunities for improvement.

  • Workshops & Questionnaires: Conducted structured surveys and prioritization exercises with supervisors and managers

  • Field Observation: Spent 4 hours observing live agent–system interactions, and identifying workflow inefficiencies and unused features.

  • Interviews: Held one-on-one sessions with 11 agents and stakeholders from front office, back office, help desk, and management

Discovery Phase: Understanding the Ecosystem

As my first IT industry role, comprehensive discovery was essential to understand:

  • Product Portfolio: DCLM, DCM, DOM, and DCBS system relationships and dependencies

  • Telecommunications Operations: Customer lifecycle management in telecom industry

  • Regulatory Environment: Iranian telecommunications compliance requirements

  • Organizational Structure: MTN Irancell's operational hierarchy and decision-making processes

Research Methodology
Research Insights
Proposed Solutions
  1. Primary Objective: Reduce call center agent response time to manage growing support volume

  2. Technology Modernization: Adapt new technologies while improving product user-friendliness

  3. Cost Optimization: Avoid proportional hiring increases by improving agent efficiency

  4. Scalability: Build sustainable customer service operations supporting continued business growth

Business Objectives
Key Screens from the Final Design

I started by defining personas to determine how many system page versions were needed. I analyzed each role’s tasks, responsibilities, and permissions, focusing on Front Office (call center) and Back Office Agents, who are the primary users. Supervisors and Managers, with similar tasks and permissions, were combined into a single group. Initial design efforts therefore targeted Call Center and Back Office Agents.

  • Persona-based Dashboard - Role-specific interface optimization

  • Customer Authentication - Streamlined identity verification process

  • Customer 360 Landing Page - Comprehensive customer overview

  • Flexible Search - Advanced customer and account discovery

  • Trouble Ticket Management - Efficient issue tracking and resolution

  • Recent Transactions - Quick access to customer activity history

  • VAS Details - Value-added services information and management

  • Call Details - Comprehensive call history and context

  • View Bill - Customer billing information access

  • Unified Wallet - Integrated financial account overview

Agile Development & Story Prioritization

As part of our agile process, I collaborated with the PO team and business stakeholders to define and prioritize the top 10 critical pages and workflows for the platform including:

Metrics Definition & Success Measurement

I defined usability metrics to measure the CLM system’s efficiency and effectiveness before and after launch: task completion time, number of errors, and task success rate. After observing call center agents handling calls and tickets, I focused solely on task completion time since all agents were experts with the existing system, making errors and success rate metrics irrelevant. The average task completion time for general queries and complaints in the current CLM system was 2 minutes (120 seconds).

The first use case in the UX backlog

I designed the authentication page for front-office agents to be fast and informative, reducing context switching with key details and quick links. Using analytics data on the top five customer issues and most-used tabs, I surfaced essential info and shortcuts so agents could log common tickets without leaving the page.

Iterative designs - Usability testings

Each journey took 1–2 weeks of focused design with iterative critiques from BAs, PMs, the PO, and design and dev teams, enabling early feedback and faster alignment. I prioritized key elements for customer validation, including “Recent Issues,” “Top Actions,” and “Quick Links,” helping agents resolve inquiries faster. Three versions were designed.

After reviewing the three variations with the product team, I developed version 4, focusing on a clearer layout. In consultation with the design team, we organized the data into three sections instead of two. Once approved by the PO, I created an interactive Adobe XD prototype for full-flow user testing, simulating the live agent experience.

I facilitated one-on-one remote usability sessions with five agents, guiding them through predefined tasks while closely observing navigation patterns, decision-making, and pain points. Overall, the workflow proved intuitive, with the majority of participants completing tasks independently and without additional support.

Key feedback included:

  • The hover effect felt distracting as the cursor moved across the screen.

  • The “Top Actions” section could be more prominent, and “Recent Issues” made easier to scan at a glance.

  • Clearer visual separation between customer validation details and quick links would improve readability.

After sharing the findings with the design and product teams and outlining a plan to implement the feedback, I began working on the next user journey.

We successfully reduced the “time on task” metric, bringing the average task completion time for general queries and complaints in the CLM system down to 78 seconds, a 35% decrease in call response time.
Results
  • Balancing Product Requests with User Experience: The PO requested extensive customer purchase information on the authentication page, which risked overwhelming users and creating friction. I led the effort to structure the content with clear hierarchy and focus, ensuring critical tasks remained intuitive. To mitigate usability risks, I recommended and facilitated targeted user testing prior to full rollout, validating our approach with real users.

  • Bridging Distributed Teams: As the first onshore designer, I took ownership of aligning internal stakeholders with an offshore design team across a time zone gap (Iran–India). I established structured bi-weekly collaboration sessions, creating predictable touchpoints that improved communication, reduced feedback loops, and ensured cohesive design execution across locations.

  • Navigating Complex Systems and Stakeholder Expectations: The CLM system included multiple interconnected user journeys across legacy and new workflows. I led the prioritization of key journeys, conducted in-depth analyses of legacy systems, and developed evidence-based talking points for demos. Partnering closely with PMs and BAs, and reviewing SRS documentation rigorously, I shifted stakeholder discussions from “feature parity” concerns to focus on performance improvements and enhanced user experience.

Challenges faced during the project