Human-Centric Design & Cloud Analytics Improves Data-driven Decision-making at DOS

Customer Challenge

A prominent secondary mortgage company faced a significant hurdle: its existing web-based reporting portal, crucial for external stakeholders, was failing to deliver. Lacking a human-centric design, the portal suffered from an inconsistent user interface (UI), a fractured information architecture, and poor navigation features. These deficiencies led directly to increased time and resources spent on retrieving and processing data. Recognizing the urgent need for a transformation, the Company partnered with Navitas. Their challenge: to reimagine the platform with an intuitive yet innovative user experience and successfully roll out the revamped portal to its global workforce.

Navitas Solution

Navitas initiated the engagement by conducting comprehensive current state assessments and facilitating design-thinking workshops and interviews with external customers. This deep dive allowed them to genuinely understand the voice of the customer, identifying their specific challenges, priorities, and use cases that would deliver the most significant business value. Based on these insights, Navitas proposed a customer-centric approach, employing a customer journey-based design and meticulously defining the customer and product strategy. They established clear guiding principles and crafted a unified design theme for all external-facing applications, aiming to create a simple and certain customer experience that directly addressed key pain points and mapped seamlessly to the customer journey lifecycle. Navitas's human-centered design and framework were integral to the web application's development, ensuring that needs and requirements, ergonomics, and usability were considered at every stage of the problem-solving process. They centralized information, making it contextual and easily discoverable, which significantly accelerated platform adoption. To further enhance the platform, Navitas integrated AI-driven chatbots, global smart search, and customized dashboards, alongside a comprehensive knowledge base offering insights like "top rated" and "most viewed" content. A single-cloud data platform was implemented for insights, featuring a consumer-grade and personalized end-user experience, coupled with an API-based data exchange. Navitas also developed Next Best Action capabilities, driven by customer experience data and machine learning models. Finally, the company's agility and resilience were markedly improved through the adoption of cloud-based infrastructure, Kubernetes, and microservices, while data and insights were effectively aggregated via the development of appropriate channels.

Results

By partnering with Navitas, the secondary mortgage company successfully overcame its critical reporting portal limitations, achieving a profound transformation. The implementation of a human-centric, customer journey-based design eradicated the inconsistent UI and fractured information architecture that previously plagued the system. This resulted in a dramatic reduction in the time and resources previously squandered on data retrieval and processing. With information now centralized, contextual, and easily discoverable, coupled with intuitive navigation, the company saw a 30% increase in early platform adoption among its global workforce. The integration of AI-driven chatbots, global smart search, and customized dashboards further streamlined data access, leading to a 25% improvement in data processing efficiency. Furthermore, the new single-cloud data platform with personalized experiences and API-based data exchange, along with Next Best Action capabilities driven by machine learning, delivered a 40% increase in user satisfaction and a 15% reduction in support inquiries. The shift to a cloud-based infrastructure, Kubernetes, and microservices also significantly enhanced the company's agility and resilience, paving the way for future innovations and ensuring seamless, insightful reporting for all external stakeholders.

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