Maysnow Liu
← All work
Zendesk · UX Research

End User Research

Understanding consumer behavior in customer service encounters

Role
UX Research Intern
Time
10 weeks · Apr–Jun 2021
Team
Me, 1 Researcher
Tools
UserTesting, Miro, Confluence, Zoom

Background

Zendesk is a B2B company providing customer service software to other companies. Prior to my internship, the UX Research team had limited knowledge of the consumer side of customer service. My project aimed to understand consumer behavior in customer service to inform the product teams that build for those end users.

I worked with 4 main stakeholders and several secondary ones to deliver an informed research report, and received positive feedback about this area of study.

Impact

My consumer behavior analysis produced a research report that's now used as part of onboarding for new members joining the team, to help them understand the company and product's end-user behavior.

15
unmoderated remote user interviews conducted
4
studies covering overall, messaging/phone, help center, and bot experiences
1st
rolling study program — piloted by this project

Research process timeline

Research process timeline

Context

My 4 main stakeholders were designers on different product teams at Zendesk, with product managers, design managers, and other designers as indirect stakeholders. I met individually with each to hear their thoughts, walk through the research plan, and align on research questions — then received any prototypes they wanted included in testing.

Challenge

Although Zendesk provides customer service software to other companies, there was limited research into what end users actually expect, like, and dislike about different methods of customer service. I explored the overall customer support experience in one main study, with 3 sub-studies addressing specific aspects:

Study 1
Overall experience
Study 2
Messaging + phone experience
Study 3
Help Center experience
Study 4
Bot experience

Solutions

I held individual interviews with my 4 main stakeholders, explored existing research, and ran an industry competitive analysis to understand the problem space. Then, through 15 unmoderated remote user interviews on UserTesting, I built a picture of the overall customer support experience — followed by unmoderated remote testing with design prototypes across the 3 subsections.

I structured and wrote a digestible internal report for my stakeholders, then offered recommendations, implications, and future areas of focus in a presentation at the end of my internship.

Due to this study's relationship to Zendesk's products, I'm limited in what I can share here — please reach out to learn more!


Personal takeaways

As the first and only UX Research Intern in the U.S. at the time, I felt empowered to set a strong precedent. My biggest lessons: piloting tests is important, research plans can be malleable, and research itself is an iterative process — it's okay to "fail" or deviate from the original plan, so long as I know why and can revise accordingly.

Alongside this research project, I also ran a heuristic analysis to improve website content, redesigned an internal tool, organized a Community Engagement event (and wrote a Medium article on it), hosted an Ask Me Anything session with fellow Creative interns, and created an onboarding guide for my team.

A special thank you to my manager Anna and my mentor Crystal for trusting me to lead this project, and to Emma, Alexa, Pooja, and my stakeholders for teaching me so much along the way.