Customer Dashboard

Project Overview

Duration: May-Sept 2023
My Role: Lead Product Designer
Team: 2 Product Designers, 1 UX Designer, 2 PM, 2 Dev
Tools: Sketch, InVision



Customers frequently experience confusion regarding the status of their services, billing, making adjustments to their accounts, and adding new services. Consequently, WM's customer service team faces an overwhelming daily influx of phone calls, inconveniencing both customers and WM staff.
PROBLEM

WM customers often struggle with finding their service status, making account changes/additions, and lack self-service solutions.

The prior WM dashboard lacked clarity in enabling customers to view service status, make changes, or manage their accounts. Consequently, customers frequently resorted to calling customer service for assistance, resulting in inconvenience for the customer and overwhelming WM's call center.
SOLUTION

The revamped customer dashboard offers a concise account overview, real-time service updates, and user-friendly options to make account changes.

The customer dashboard gives users a clear overview of the status of their services, billing, and how to make any changes to their account.
Residential View
The residential dashboard allows users to view service status, manage accounts (e.g., vacation holds, adding services), and provides quick links to answer FAQs, including holiday schedules and service alerts.
Commercial View
The commercial dashboard displays multiple dumpster statuses and offers added features, including seasonal holds and service changes.
Detailed Service Information
Users can click on service cards for detailed information, including video footage, to gain a comprehensive understanding of their service status.
Easier Account Management
The new account details made account details easier to access and understand.
Mobile Prototype
What the dashboard looks like from a mobile view .
Additional Scenarios
The customer dashboard is intricate, featuring numerous possible user scenarios. Below are more examples of scenarios.
INFORMATION ARCHITECTURE

Optimizing user flow for the best experience.

We employed a sitemap to establish an efficient user flow for accessing service information and managing accounts.
WIREFRAMES

The preliminary screen development.

We worked cross functionally with the UX team for this project to transform wireframes into vibrant visual designs for this project. Some examples of the wireframes are below.
COMPONENT DESIGN

Creating cohesive components for the screens.

A bunch of the features were new ideas for WM, so we designed custom components while keeping WM's design system in mind.
EARLIER ITERATIONS

Exploring visual design possibilities.

We created multiple versions of various visuals before arriving at our final design.

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