user experience design research
No adequate way to track and keep records of customers and equipment.
1. Research existing software used by company and propose solutions.
2. Implement selected software/hardware and train company employees.
The original idea of building out a custom system was not feasible for the company in terms of cost so we began researching existing Saas solutions that we could customize to fit our needs.
We decided to go with ConnectWise due to the ability to perform each item on our list either out of the box, or with some kind of work around. I worked with an onboarding manager to set up the company and then I began creating and filling in all the information. Once the program was ready, I trained the field staff and finally the owner.