Terminix Service Application Improvements

The Challenge

Terminix faced a critical turning point concerning its existing technology and primary service application used by branches for service procedures. The paramount challenge was to enable greater autonomy for Terminix technicians by providing a more natural human interaction when documenting service procedures using technology. A significant obstacle was the requirement for the project team to work in complete isolation, without access to the current digital application due to legal agreements with a third party. This presented an extremely constrained environment, demanding exceptional adaptability and resourcefulness to gather requirements and develop solutions within a tight six-month deadline. The existing process was recognized as non-linear, requiring a flexibility that current systems did not offer.
Gregory F. Phillips

The Stewardship Model

My approach involved an immersive six-month embedding within a Terminix branch in Marietta, Georgia, complemented by remote work with other branches. This deep exploration fostered direct observations and insights from ride-alongs, aiding in brainstorming activities related to service processes. User interviews and observations were conducted bi-weekly for 2-3 days in the field, with audio, video, and photographs collected and transcribed efficiently using Otter.ai. As the sole UX team member, this demonstrated a profound commitment to empathy and human-centeredness, seeking direct understanding from the source of the problem. The focus was squarely on understanding the technicians' fundamental need for flexibility and autonomy, recognizing that service visits were not always a linear process. This showcased a strong spirit of exploration into user contexts and a highly adaptive strategy in response to severe project constraints. The outcomes included a Collection of UX/UI Mockups and an Adobe XD Design System.

The Impact

Within six months, a profound empathy for our end-users (Terminix technicians) was cultivated, leading to a critical understanding of their need for flexibility and autonomy within the service application. The project provided technicians with the capability to modify and move freely through the application, directly addressing a critical pain point and serving as a vital blaze marker. This work laid a crucial foundation for a more resilient and user-supportive system, significantly enhancing efficiency for field operations and demonstrating a commitment to human-centered design.
  • Role: Lead UX Designer, responsible for developing relationships with branches and service technicians, building research plans and gathering data, embedded in a Terminix branch for six months, and wore many hats in the UX team.
  • Digital Tools: Mobile application, Otter.ai for audio transcription, and Adobe XD Design System.
UX Practices & Methods: Improved Design Discovery and Design Thinking processes, conducted field observations, user interviews, ride-alongs, brainstorming activities, collected audio, video, and photographs, created deep empathy for end users, and focused on providing flexibility and autonomy for technicians in non-linear workflows.

User Interviews and Observations

Image showing Technician personal scheduling
Photo from observational interview for walkthrough of service manager
Photo of Empathy Matrix from collection of interviews
Photo of Technicians in a Design Thinking Workshop
Photo of storyboarding flows
Image of sketches from Product Owner brainstorming
Photo if Technician in Field
Photo of Ride-along with Technician
Image of Storyboard Brain Dump

Solution

Image of Improvements to Service Application
Photo of app in real time

Collection of UX/UI Mockups and Adobe XD Design System

Mockup of Data displaying week performance for Service Technicians
Mockup of Payment Screens
Mock up of data visualizations for KPI's and Performance metrics
Mockup of Month Progress Details
Mockup of current and weekly scheduling
Mockup of improvements with IA for materials list
Mockup of service findings with images
Mockup of viewing Service Agreement
Mockup of Design System Headers
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