Employee Support, Reimagined

A large organization wanted to scale global HR operations without eroding employee trust. The core question: when do employees want to help themselves, and when do they expect human support? I explored attitudes and expectations across the organization, developed experience personas, and created a framework for evaluating design ideas.

Role  

UX Researcher

Team  

UX Researcher · HR

Company  

Global CRM and Enterprise Software Company

Employee Self-Serve – main
The Situation

The organization wanted to scale internal HR operations through smart technology — virtual agents, automation, self-serve tools. The risk was real. Done wrong, scaling support can feel like withdrawing it.

 

Before anyone designed anything, the team needed to understand what employees actually wanted. Not what HR assumed they wanted. What they actually expected when something went wrong, something changed, or something was new.

 

My Role

UX Researcher, partnering with another researcher on study design, synthesis, and stakeholder communication. I owned the experience personas, the dimensions framework, and the forward-looking guidelines for evaluating design ideas.

 

The Approach

The research surfaced something more nuanced than the self-serve vs. white-glove framing suggested.

 

Individual contributors wanted human support for the moments that felt personal. Navigating parental leave. Understanding their options during a life change. The stakes were high and the emotional context mattered. Self-serve worked fine for routine tasks but not when the situation felt unfamiliar or consequential.

 

Managers had a different problem. They wanted to direct their teams to self-serve information without always being the person being asked. The burden of being the informal HR help desk was real. They wanted tools and resources they could point to, not just handle themselves.

 

Directors and VPs wanted human support at the edges. Pushing on new best practices, navigating ambiguous situations, creating something that didn't exist yet. They weren't looking for answers. They were looking for thought partners. Three distinct support needs. A spectrum that varied by role, situation, and what was actually at stake.

 

From that, I developed experience personas and a set of dimensions that gave the HR and experience teams a shared language for evaluating design ideas. Not prescriptive rules. A thinking tool.

What Shipped

Experience personas, key support dimensions, and forward-looking guidelines for evaluating design ideas. A framework built to be used.

 
What Changed
  • Reframed the self-serve vs. white-glove debate into a research-backed framework for scaling support
  • Personas and dimensions became a thinking tool for filtering design ideas and shaping experience roadmaps
  • Identified clear opportunities for a hybrid support model calibrated to role, situation, and stakes Informed future research investments by naming what still needed to be tested