REWIND TO SHELF2023

// CH 03 · B2B SaaS · Enterprise UX

Redesigning a high-risk enterprise IVR builder for safety and scale

A discovery-and-definition engagement that gave Product and Engineering a concrete UX target for IVR Builder 2.0 — turning a 'dangerous' legacy tool into a safe, visual workspace.

CLIENT
Ipscape
YEAR
Mar 20, 2023
ROLE
Product Designer (discovery & definition lead)
SERVICE
Enterprise UX / Product Discovery
Redesigning a high-risk enterprise IVR builder for safety and scale

// TL;DR

  • 01Goal — let operations teams safely scale and maintain large IVR workflows without heavy engineering dependency.
  • 02What I did — led discovery and UX definition; mapped the legacy system, benchmarked best-in-class tools, defined safer interaction models.
  • 03Outcome — principles, interaction patterns and UX specs that informed the IVR 2.0 roadmap.
METRICS · A-SIDE
  • Defined the UX foundation for IVR Builder 2.0

  • Reduced roadmap ambiguity for Product & Engineering

  • Identified validation rules to prevent production-breaking errors

// SCENE 01

Context & business goal

Ipscape's IVR management system ('Vault') let operations teams create and maintain voice workflows for high-volume contact centers. Over time it had become too complex to safely use, inflexible, and highly dependent on engineering for changes.

// SCENE 02

The challenge

  • No way to visualize complete workflows — only partial, local views.
  • Editing was 'dangerous' — removing an object could silently break the flow.
  • Impossible to add objects mid-flow safely. No warnings, validation, or safeguards.
  • No visibility into dependencies between workflows.
  • Missing essential objects: voicemail, capture/record, callback logic.

// SCENE 03

Discovery

  • Mapped the existing system, objects, and editing failure modes.
  • Benchmarked Typeform, Salesforce, and Zendesk for canvas-based editing, drag-and-drop composition, multi-select, history/undo, preview & validation.
  • Interviewed admins, ops, and engineers — surfacing 'dangerous' editing, no audit history, no full-path preview, fragile dependencies.

// SCENE 04

Experience principles for IVR 2.0

  • Safety by default — warnings, validation, safe edit modes, undo/history.
  • Full visibility — always show complete IVR architecture.
  • Flexible editing — add, remove, move objects anywhere without breaking the flow.
  • Scalable logic composition — drag-and-drop, templates, reusable patterns.
  • Cross-workflow awareness — visualize links and dependencies.
  • Low cognitive load — clear naming and grouping aligned to how ops teams think.

// SCENE 05

Reflection

A systems-thinking, risk-aware redesign of a high-stakes internal tool where architecture — not UI polish — was the real challenge.

// B-SIDE · STILLS

Discovery notes from IVR research
STILL · 01Discovery notes from IVR research
Interview synthesis document
STILL · 02Interview synthesis document
NEXT TAPE · VHS · 04▶▶
Claro's first scalable AI personalization capability

AI / ML · Product Designer + PO

Claro's first scalable AI personalization capability

END OF SIDE A

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