The Problem
- Business: 65% of IT tickets were password resets, software access, or FAQ-level questions — burning $2.8M/year in agent time.
- Users: Employees couldn't find answers; the portal's search returned irrelevant results 73% of the time.
- Constraints: Existing ServiceNow backend could not be replaced; redesign had to work within current workflow engine.
The Solution
- Strategy: Shift from "submit a ticket" to "find and fix yourself" — intelligent search, guided workflows, and predictive routing.
- Design: NLP-powered search, conversational request wizard, real-time ticket tracker, and proactive status notifications.
- Validation: 18 usability sessions; A/B on search relevance with 3,200 employees; 4-week pilot with HR and Sales.
Executive Summary
The company's IT service portal was a legacy form-based system where every employee interaction started with "Submit a ticket." The result was a bloated queue where 65% of tickets were simple, repeatable requests that could have been self-served — costing the organization $2.8M annually in agent time alone.
I led the end-to-end redesign of the portal experience — from search and request submission to tracking and resolution — introducing intelligent self-service, conversational request wizards, and proactive status updates. The outcome: more than half of common tickets were deflected before reaching an agent.
Business Problem
- 65% of tickets were password resets, software requests, or FAQ-level — all solvable without an agent
- Average ticket resolution time of 4.2 days, with 30% of tickets reopening due to incomplete initial info
- $2.8M annual cost in agent time handling deflectable requests
- Portal search returned irrelevant results 73% of the time — pushing users straight to ticket submission
- Employee NPS for IT support was -12, driven by wait times and poor communication
User Research
Conducted 18 contextual interviews and 400+ ticket categorization reviews across HR, Sales, Engineering, and Finance. Also analyzed 6 months of portal search logs and abandonment funnels.
Insight 01
Employees didn't want to file tickets — they wanted instant answers. "I only submit because I can't find it."
Insight 02
73% of portal searches were 1–3 keywords; the legacy search engine only matched exact article titles.
Insight 03
30% of reopened tickets lacked required info — the form had 18 fields with no guidance on what mattered.
Insight 04
Employees checked ticket status 4.3 times on average — but status updates were only visible inside the portal.
Discovery Insights
- A conversational request wizard that asked 4 smart questions could replace an 18-field form
- NLP-powered semantic search would deflect 40%+ of FAQ-level queries immediately
- Proactive email/Slack status updates would eliminate 70% of status-check visits
- Predictive routing — auto-categorizing and suggesting solutions — would reduce misrouted tickets by 25%
Journey Mapping
Mapped the employee support journey from problem awareness through resolution. Identified the "frustration cliff" — the moment employees gave up on self-service and submitted a ticket. The primary cause was search failure followed by an overwhelming form. Redesigning search and simplifying submission were the highest-impact fixes.
Product Strategy
Defined a self-service-first strategy with three pillars:
- Intelligent search: NLP-powered semantic search across knowledge base, policies, and common fixes
- Conversational request wizard: Replace the 18-field form with a 4-question guided flow that auto-categorizes and suggests fixes
- Proactive communication: Push status updates via email and Slack; reduce portal check-ins
Success metrics: ticket deflection rate, average resolution time, cost-per-ticket, and employee CSAT.
Design Exploration
Explored 3 directions for the new portal: a traditional knowledge-base homepage, an AI chatbot-first experience, and a hybrid search-and-guide approach. The hybrid won in testing — it served both explorers (search) and novices (guided workflows) without forcing either into an unfamiliar pattern.
Designed the request wizard to feel like a conversation while auto-populating backend ServiceNow fields invisibly — improving UX without requiring a platform migration.
Validation
- 18 usability sessions with employees across 4 departments
- A/B test on search relevance with 3,200 employees over 4 weeks
- 4-week pilot with HR and Sales teams — measuring deflection and resolution time
- Accessibility audit (WCAG 2.1 AA) and mobile responsiveness testing
Final Solution
Shipped an intelligent IT service portal with semantic search, conversational request wizard, real-time ticket tracking, proactive status notifications, and predictive auto-routing — all integrated with the existing ServiceNow backend.