Project №26-28HCD

Connections Elevator Service Journey

A field-service company needed the full customer-service journey redesigned, from request through dispatch, status updates, and resolution. Delivering a recommended future-state service journey and concept prototype fit to a Salesforce Field Service Lightning environment.

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Connections Elevator Service Journey
Brief

Redesign the full customer-service journey — from request through dispatch, status communication, and resolution — for a field-service company.

Approach

Documenting the current process and running a cross-industry competitive/technology scan evaluating SMS, QR, portals, apps, AI, and automation; mapping customer, dispatcher, and technician journeys; prototyping digital touchpoints fit to the sponsor's Salesforce environment.

Outcome

A recommended future-state service journey and concept prototype supporting 24/7 intake, accurate capture, lifecycle updates, confirmation, and reduced manual entry.

3 roles
Customer · dispatcher · technician
24/7 intake
Recommended service model
Salesforce-fit
Field Service Lightning aligned