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Swisscard Call Center

This project enhanced the call center experience for both agents and customers by identifying pain points and implementing solutions to improve the overall call center experience. The project gathered feedback from both agents and customers through surveys, interviews & workshops to understand their needs and expectations. Based on the feedback, the end goal was to create a more efficient and satisfying experience for all parties involved, resulting in increased customer satisfaction and improved agent morale.


  • Managing their manual processes took them to 4 different banking systems and required a steep learning curve to learn. 

  • The call center agents I discovered had  a complex internal customer case banking system.

The challenge

  • Reducing the time on task metric from 2 minutes or less

  • Reduce the training budget for new team members

  • Reduce the error rates in task completion

  • Make a great experience

Project details

  • Role: Creative Lead

  • Team: 6

  • Budget: 100K

  • Timeframe:

    • Testing: 3 Months​

    • Release: 6 months

00. Swisscard values

Everything Swisscard thinks and does is influenced by our aim for top quality, respectful interaction with each other and a sense of responsibility. This basic attitude is the foundation for satisfied customers, innovative products and successful teamwork.



We build bridges


We support each other


We break boundaries together

Exemplary behavior

We act independently and courageously


We act with integrity


We abide by the rules


We understand the "big picture"


We make decisions


We make use of our professional latitude

01. Discover

Understanding where you start from, what you can reuse, what users you have and how much complexity you have is key to starting any project correctly. Auditing, mapping and communicating are important steps when in this stage. 


Workshop with call center agents

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Map agent roles to system access

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Map customer & agent journey

02. Define

The define stage is a crucial phase in any project that involves redesigning a contact centers software. During this stage, the project team worked to define the problem and set clear goals and objectives for the redesign. The team also worked to establish a clear project scope, outlining the specific features and functionality that the new software should include. By taking the time to carefully define the project, we set ourselves up for success and ensured that we create a product that meets the needs of both users and the business.

Rapid prototyping | Whiteboarding

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systems mapped

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Interaction details captured

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Agent flow diagrams created

User personas

This persona was developed by conducting user research and gathering information about the needs, goals, and behaviours of Swisscards call center agents. By creating a well-defined persona, the project team can better understand their needs and design a product that meets those needs.

This is just one of many created.

03. Develop

In the develop stage I was busy creating and refining design concepts and prototypes based on the insights gathered during the previous stages. I collaborated with the project team members, including UX designers, developers, and stakeholders. We created wireframes, mockups, & clickable prototypes to test different design solutions and gather feedback from users. 

Wire-framing | With interaction details

User Testing | With Feedback

Once wireframes were created, user testing was used to validate assumptions and identify areas where improvements can be made. Testing with real users allows the project team to understand how users interact with the wireframes, what works well, and what needs to be improved. Based on user feedback, the wireframes were refined, and new versions created. By continually testing and iterating, the team created a design that meets the needs of users and provides a positive user experience.