Firstbase.com

Reduced ETA-related support tickets by 90% by adding delivery dates to ordering flow.

Highlight reel:

Timeline

Dec 2021 - Jan 2022

Co-creators

I collaborated with our Operations lead in dissecting our data and identifying what we could display in the UI; brainstormed with Product and Engineering on how we’d be able to display different data sets depending on the customers geography.

Methods

Zendesk monitoring, Customer co-creation session

Problem

Customers had zero insight into their order delivery date, which resulted in an increase in frustrated support tickets that overwhelmed the team.

Over 50%

of customer complaints were ETA-related.

Reduced customer support tickets by 90%

Added estimated delivery dates in order flow to give transparency for customers to factor in to their decision making.

Beyond the metrics:

Pushed the experience beyond a boiler-plate solution to proactively address the issue and empower customers to make informed decisions.

Background

Firstbase supplies companies with workplace equipment (e.g., laptops, ergonomic chairs and desks, etc.) for employees and offers a web platform for company admins to manage their fleet of equipment as well as for employees to order from.

At the time, admins would pre-select items that their employees had the ability to choose for their remote-work set up.

Challenge

COVID-19 caused production and shipping delays for workplace equipment that impacted customer orders.

We saw explosive demand and bottlenecks in the supply chain for items we didn’t have in our warehouses. The majority of equipment we housed were laptops but this shifted as we added customers with different needs. The delays impacted our newest and biggest customer at the time, Spotify.

Data from Zendesk and order records indicated that the delayed items were ergonomic furniture from a particular vendor. Our team was struggling to keep up with support tickets, which was leading to a poor customer experience.

Our team was working with the vendor for a long-term solution, but in the meantime, we needed to manage customer expectations and communicate backordered items.

Spotify employees were frustrated with long waits for equipment with little context, which was harming our customer relationship and overwhelming our internal team.

1

We need to clearly communicate context to the employee to set expectations.

2

I also wanted to reduce related customer support tickets to free up the team.

Approach

Going above and beyond to proactively address unmet expectations.

Our first line of defense was to add language to confirmation emails stating there may be a delay for items but I wasn’t satisfied with this as an end state. While it adds some context around the delays, I had low confidence it would provide enough for customers to stop reaching out to customer support.

Customers said if they knew the long wait they would have ordered something else. With that in mind, I wanted to empower the customer to make an informed decision before placing an order.

Before

Our legacy order flow and for employees was missing communication around estimated delivery times.

Empowering employees to make informed decisions.

In my stakeholder interview with our Ops team, I saw that they were tracking average lead times to respond to customers with estimates. So our team had an idea of how long it typically takes these items to ship to employees. Knowing we had this data, I proposed leveraging these estimates in the product when employees are making their selections.

I thought this would proactively handle the issue and would allow employees to weigh delivery times for items when they’re making a decision.

Managing edge-cases in existing flow.

One hiccup we identified was that lead times depended on the shipping location. A chair shipped to the EU was arriving about a week before those shipped to North America. Spotify has a global workforce so we needed to display dynamic shipping data depending on the employee’s location.

Typically, employee information is pre-set in the system. This was by design so the employee experience had as little friction as possible. There were rare instances where that wasn’t the case.  For those cases, I adjusted the flow to have the employee add their address as a mini-onboarding step before showing the order flow with the correct delivery estimates.

Leveraged customer feedback to balance customer needs and team constraints.

I wanted to provide an estimated delivery date but our operations team didn’t want to over promise. They had more certainty around shipping dates than delivery dates. I proposed testing the concept with customers to assess clarity and expectations.

Customers unanimously wanted to know when they would receive the item and didn’t want to have to do the math themselves. I shared this feedback with the team and offered a compromise to provide a date range to offer some flexibility, which is what we landed on.

Reflections

Reduced support tickets by 90% by adding delivery dates to order flow.

This problem was a joy to solve because it resulted in a 90% reduction in related support tickets and it enabled cross-functional collaboration in partnership with our biggest customer. This ended up not only saving our tense relationship with Spotify but it sparked future collaboration in building a better product together.

It also brought more decision-making and transparency for the customer, which helped fill the gaps we had in our legacy UX. As a product designer I aim to empower the customer while delivering for business, and I'm grateful we worked together to do just that.