|
The design for this telephone sales system was entirely performance-driven: the client had a requirement that sales agents be able to complete each policy sale in no more than 15 minutes. The main hurdle to meeting that requirement was that the expert users were accustomed to a code-based text system that was entirely keyboard operated, but it was difficult to learn and required a lot of rote memorization.
To address everyone's needs, we created an interface design that gave experts a single screen in a spreadsheet format that accepted both mouse and keyboard entry, and a series of prompted screens that beginners could use to simplify the process of capturing the data. All screens were instantly accessible using the buttons at the bottom of the screen.
|