Existing research provided a good grounding. Within it there was analysis of call data including rankings of call reasons and call handling times for individual tasks.
Observational sessions at the call centre, together with interviews with managers and advisors, provided insights into call handling.
Interviews with stakeholders, and a workshop at the call centre, with managers and users of differing ability levels, brought further insights around business goals, obvious ‘big wins’ and metrics by which to measure success.
Assigning measures of feasibility to features enabled a development of a potential feature set. The most likely candidates for inclusion were features which were quick to implement and brought big benefits. The development effort of some, much needed, features meant they had to be added to the road map.