News

Report workshop customer ANVA Hub

21
April
2020

On Wednesday, March 12, just before being advised to stay home, we organized a workshop on the customer view on ANVA Hub which we will now develop. A total of 8 consultants from all over the country came together, to think about this with us.

Our customers see the customer view primarily as a dashboard at the relationship level, where concise information can be viewed. The information displayed varies by role within an office. For example, an administrative or commercial dashboard may differ.

What information does a customer view contain?

From all the desired functionalities that emerged during the session, a choice had to be made. Unfortunately, we can't meet all the requirements at once. The next step was about prioritizing. The participants all had 5 votes to give away. As a result, a number of functionalities emerged as big winners, so far away from the rest that we are sure the priority would not have been different if we had asked 100 customers. In addition to the dashboard, requests emerged about usability, such as being able to search properly or enter data easily. We are going to include these as well. However, the dashboard is the most important thing and will initially include the following data:

  • Customer data: to think of name and address details and relations of the customer
  • Contract data: how many packages and package components the relationship has, commercial information such as premium volumes and type of contract (commission vs. service)
  • Tasks and calendar: visit date or open tasks with this customer
  • Payment data: to consider customer payment morality and outstanding invoices.
  • Claims data: for example, status of last claim, total claims paid or claim amount.
  • Contact history: information about the last contact moment and which colleague made the contact.

Now what is the next step?

The first sketches have been made. With these sketches we are testing with users whether the dashboard actually meets the requirements as we discussed in the workshop. The information we are going to show must be well thought out. For this, questions have arisen that we want answered, such as:

  • What do you notice about the dashboard?
  • What do you think of the order of information displayed?
  • Is the information shown clear?
  • Is there any important information missing?
  • What do you expect to happen if ...?

After these conversations have taken place, the feedback will be incorporated into a prototype. We will refine this prototype through user testing. In this way, users are optimally involved in setting up the dashboard.

What are user tests?

The next phase is user testing. These take place remotely (for now) and take 30 to 45 minutes. For this purpose, a prototype is run through a prototype with the help of a good Internet connection, a webcam and a microphone. Because open questions are asked of the participant, points in the design that need improvement emerge. If a user does not immediately understand a part, that is the best you can hear, this means it can still be improved for the final design. All input is taken into account to make ANVA Hub as user-friendly as possible and to support users in their work. The hardest part about all the input is filtering between what actually needs to improve or what becomes a matter of getting used to. Our users now have a complex system, which we would like to simplify into a modern and standardized cloud solution. After a prototype has been created and tested, we will start working on realizing the dashboard. For this we have reserved a lot and expect to take steps soon to make this available to our customers.

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