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Points
The Presort business unit at Pitney Bowes has a number of internally developed software tools to support operations. During my time as the the lead designer on Presort, I designed a guided experience for client services to manage client data on Points, the internal CRM.
Overview
The problem
Client services representatives at Pitney Bowes play a key role in configuring new clients to send their first shipment of mail. This process was manual, laborious, and frustrating.
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​I interviewed 8 client services representatives about their process and documented their experience in a journey map.
Current Solution
Design
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