BACK

Redesigning the fault-raising architecture for a utility company's CRM migration, replacing error-prone manual processes with structured, validation-led decision flows.

IMPACT
↑ 56%
Fault quality sent to second-line engineers
↓ 17%
Average call handling time
The legacy UWDC desktop CRM showing a cramped grey enquiry form with manual fault-code entry and no validation.

[001] THE PROBLEM

Utility Warehouse had paid £1 million in fines the previous year for incorrectly dispatched engineers. Over 40% of fault submissions required manual correction, and advisers had no way to know whether a ticket was complete enough to action downstream.

The company was migrating from its legacy CRM (BILL) to a new platform, William. This created both the necessity and opportunity to redesign the fault architecture from first principles.

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A user-flow diagram mapping residential and business fault-call journeys with a conditional escalation flowchart.

[002] THE INSIGHT

The legacy system relied on manual fault code entry with no validation. Errors passed downstream unchecked and duplicate tickets were common.

I mapped the full operational journey across residential and business broadband, home phone flows, diagnostic checkpoints, escalation triggers, and engineer handover criteria. I then ran cross-functional workshops with advisers, engineers, and operations leadership.

The issue wasn't that advisers were careless. They were operating within a system that allowed errors to propagate without validation. The interface needed to take responsibility for decision quality, not leave it to individual judgement.

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The redesigned William CRM Overview giving advisers a consistent view of insights, account services and payment status.

[003] THE SOLUTION

Mapping the full operational system revealed undocumented variations across teams. The issue wasn't screen design, it was decision architecture.

There was pressure to replicate the legacy workflows to accelerate migration. But the inefficiencies were embedded in the legacy logic itself. I advocated for redesigning from first principles.

Progressive disclosure surfaced only the relevant diagnostic path at each stage. Context-aware guidance replaced free-text interpretation. Inline validation caught errors before escalation. And structured ticket submission replaced the open templates that had let incomplete tickets through.

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The redesigned William CRM Actions tab with a diagnostic stepper and a failed line-test surfacing context-aware guidance prompts.

[004] RESULTS

5 months after launch we saw:

56% — Improvement in fault quality sent to second-line engineers

£184,000 — Savings within three months from reduced engineer misdispatch

17% — Reduction in average call handling time

The project shifted fault handling from an error-prone manual process into a structured operational system, proving that the right decision architecture can solve problems no amount of UI polish would fix.

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