After deeply immersing ourselves in the business and collaborating closely with the TakeBlip team, we conducted desk research to understand how chatbot platforms are positioned in the market and what makes each one unique.We developed tailored interview scripts for key stakeholders — including help desk agents, sales teams, developers, and non-technical staff — to identify their pain points. These insights guided our user interviews and helped us focus on what the new portal needed to improve. The client provided us with a primary persona: a non-technical business user aiming to enhance communication and contact channels. Based on this, we mapped a detailed user journey to align with their needs. To structure the content, we facilitated a card sorting activity with 10 participants (5 clients and 5 internal team members). This helped us understand how users naturally categorize information, which directly informed the merged sitemap and navigation menu structure.
Process
Desk research
Stakeholder Interviews
User Journey Mapping
Card Sorting
Sitemap Definition
Wireframes & Sprint Reviews Accessibility Documentation Developer Handoff