Haresh. Enterprise Support Portal · Tekion case study ← All work

From In-House Efficiency to Enterprise Power: Scaling for the Future

My Role
Sole Designer
Case Study
Revamp to enterprise
Timeline
3 Months
Team
2 PMs & Engineers
The Brand

Tekion is a cloud-based platform that helps automotive dealerships manage everything, from sales and service to operations, in one unified system. It replaces outdated, clunky dealership software with modern, fast, and intuitive tools built for today’s digital world.

Tekion powers 3,000+ dealerships and is trusted by multiple OEMs. Over 440,000 vehicles have been sold through the platform.

Why this Revamp?

Tekion recognised a significant market opportunity to strengthen its value proposition by addressing a critical disconnect:

While dealerships rely on Tekion for core operations like CRM, DMS, and parts management, customer support still runs on fragmented third-party tools, leading to broken workflows, inconsistent experiences and additional training.

Defining the challenge

With everyone in the company having a different version of this “solve everything revamp” project, aligning our goals was my first challenge.

I teamed up with Aiswarya and Shaan, fellow PMs, to run a design kickoff workshop. We began with a thorough discussion of the project’s objectives, and aimed to answer two key questions:

1.How might we simplify the customer support process, reducing the current resolution time?

2.How can we set Tekion’s customer portal apart in a crowded market, and establish ourselves?

📝 User interviews

Conducted in-depth interviews with active users, customers, and stakeholders, using a questionnaire co-created with the product team.

  • 14 Active Agent Interviews
  • 03 Stakeholder Interviews
  • 08 Customer Agent Interviews
Findings

Many power agents expressed frustration over repeating the same responses or answering very basic queries

Agents expressed frustration over a lack of self-resolution methods

Support workflow was fragmented and had inconsistent metadata

Teams were spending 20% of their time resolving triage errors

Lack of visibility for support managers & executives to improve overall efficiency

Need advanced dashboards and audit trails for in-depth ticket and agent performance data

Findings

In today’s enterprise support systems

Time is the most valuable asset

20% lessResolution Time
Based on customer data
User Personas

With a baseline understanding of the requirements, research surfaced two primary personas and their pain points.

Dealership Employees
  • Had to undergo separate training to use third-party tools that aren't integrated with Tekion, leading to extra time and learning effort.
  • In case of bugs or issues, has to manually switch between platforms, increasing the chance of errors and slowing down response times.
  • Struggles with clunky, non-intuitive interfaces that aren't optimised for the dealership context.
  • Moves between the showroom, service floor and delivery areas. Third-party tools that aren’t built for mobile or tablet disrupt this on-the-go workflow and delay real-time responses.
  • Third-party tools may not show complete interaction history, previous service records, or deal context.
User Personas

The second persona represents Tekion’s new target group.

HQ Support Agents
  • Often lack access to full customer history, past service interactions, or vehicle details, forcing them to piece information together manually.
  • Frequently switch between the support tool, dealership systems (like DMS/CRM), and internal portals.
  • Struggle with clunky, non-intuitive interfaces that aren't optimised for the dealership context.
  • Support tools lack real-time collaboration like tagging technicians or looping in sales/service advisors, forcing agents onto email or Slack.
  • Tickets get misrouted or poorly prioritised, leading to longer resolution times and frustrated dealer users.

Picking up the Pieces

In just four years since 2018, the internal tool grew from a minimal support portal into a slew of disparate features that made the experience slow and complex to use.

I realised it would struggle to scale alongside the company’s hyper-growth. Fundamental usability was challenged, features and experiments competed for focus, and reliability and performance issues were alarming.

Heuristic audit of the old All Open Tickets screen: one thing that works (primary actions stay accessible) and five issues to fix, including hidden features, undifferentiated views, a misplaced clear filter, inconsistent settings and no status cues
Ticket Detail
The old ticket detail page: description, comments and a long overview panel
  • Fragmented communications
  • No visual hierarchy
  • No knowledge base or Jira integrations
  • Lacks ticket context for the agent
Support Connect · Chat Window
The old Support Connect chat: a separate module with conversation list, embedded screen and chat stream
  • Separate module for chat, apart from tickets
  • Has to redirect for every action
  • Cluttered UI
🔍 The Approach

Benchmarking our internal portal against market leaders

Feature comparison of the internal tool against Zendesk, ServiceNow, Freshdesk, Zoho Desk and Intercom across 13 capabilities. The internal tool lacked AI automation, self-service, a conversational bot, AI ticketing, advanced reporting, an advanced knowledge base, enterprise scale, AI feedback collection and sentiment analysis.
Established Taskflows
Agent task flow from overview and prioritisation, through incident review, knowledge base search, resolution and closure, to analytics and account configuration
Agent
Requestor task flow from accessing support and submitting a ticket, through triage and resolution, to closure with feedback
Requestor
🎯 Impact vs Effort Matrix

To prioritise features by their value and implementation difficulty, keeping the team focused on high-value, achievable goals.

Quick Wins High impact, less effort

  • Ticket creation & submission
  • Real-time ticket tracking
  • Mandatory fields
  • Notification centre by criticality
  • Ticket dependencies
  • Automated status
  • CRM, DRP, TM integrations
  • Agents & skill management
  • Escalation levels
  • Agent notes & internal collaboration
  • Centralised knowledge base
  • Agent performance analytics
  • Ticket source management
  • Customer dashboard
  • Resolution creation
  • Email & web ticket submission
  • Live agent availability
  • Two-factor authentication
  • SLA configurations & alerts
  • Audit logs & activity tracking

Big Bets High impact, high effort

  • Bulk ticket upload
  • Real-time dashboards
  • Workflow manager
  • Automated ticket assignment
  • Problem tickets
  • Database for resolutions
  • AI-powered article recommendations
  • Third-party comment management
  • Multiple active tickets
  • CSAT surveys
  • Intelligent routing by volume
  • Audit trails for accountability
  • Role-based access control
  • Conditional rendering
  • Multi-language support
  • Personalised recommendations
  • AI chatbot
  • Rule-based automation
🎯 Impact vs Effort Matrix

Nice-to-Have Low priority, less effort

  • Phone support integration
  • Jira integration
  • AI summary
  • Slack integration
  • NLP advanced search
  • Multi-level dashboards
  • Predictive rating
  • Support type by customer
  • Agent timeline
  • Guided decisions
  • Article feedback & ratings
  • Canned responses & macros
  • Live screen monitoring
  • Auto logout & session timeouts

Low Priority Low impact, high effort

  • Automated resolution
  • Personalised ticket layout
  • Automated agent allocation
  • Multi-user account support
  • Ticket creation from calls
  • Shortcut keys
  • Predictive maintenance
  • AI priority reassignment
  • Tickets from third-party apps
  • Merge & split tickets
  • Advanced compliance audits
  • Custom report builder
  • Pre-filled form suggestions
  • Real-time sentiment analysis
✏️ Ideation · Crafting concepts from chaos

I broke ideation into focused modules. I’d sketch ideas, discuss them with the PM, then iterate and refine, from user flows to UI concepts.

Paper sketches of the ticket layout, conversation tabs and a support dashboard
Testing and concept validation

I prototyped multiple concepts, tested usability with Maze, and ran usability sessions with users before converging on a solution. I documented every finding as pros and cons, which brought clarity to stakeholder meetings.

Three ticket detail layout options with pros and cons. Option 2, secondary info on the right with acknowledge and actions in a sticky footer, was proposed: clutter-free, with hierarchy matching the heat map.
Ideation & Documentation · Skill-based routing

Skill-based ticket routing sends each ticket to the agent best qualified to answer it. It matches the skills a ticket needs with those assigned to agents, so a new ticket goes to the first agent who has all the required skills and can take the work.

Pain points

Keeping track of real-time updates and making sure routing logic adapts to changing conditions.

Routing tickets to agents with the right skills, across multiple brands and a frequently changing agent list.

Misrouted tickets get rerouted again and again: slower responses, more workload, lower dealer satisfaction.

Loosely defined skills send tickets to agents who aren’t familiar with them.

Language preferences and regional requirements add another layer of complexity.

As volume grows, keeping routing efficient without degrading performance gets harder.

Critical issues can be missed at high volume, hurting customer satisfaction.

Ideation & Documentation
Routing explorations, plus nine findings: users expect correct routing without transfers, brand and activity based skill mapping, expert vs generalist categories, chat limits with queues, adaptable rules, list-based agent selection, routing to specific agents for edge cases, priority by contact information, and priority by role and dealership
Implicit tradeoffs (speed vs human touch, efficiency vs personalisation, rule-based fairness vs context, AI decisions vs transparency, scalability vs edge cases), explicit tradeoffs (skill mismatches, missing feedback loop) and the skill set-up user flow
The Solution

What did we change?

Follow one ticket through the revamped portal, then the admin side.

Agent · 1 of 5

Ticket created

Our dealer John can’t turn off the brand filter. As we tackle this issue, let’s look at the revamped portal.

Revamped ticket view: ‘Need to disable brand filter’, high priority, with conversation, resolution, Jira, escalations, history and notes tabs, and the requester overview on the right
Agent · 2 of 5

Meet your SLAs

SLAs help agents prioritise. Admins customise them by ticket type and priority. Here, we have 2 hours to get back to John.

The SLA timer next to the ticket’s priority, highlighted
Agent · 3 of 5

Past interactions

John’s history sits beside the ticket, new and solved, so agents never open another tab to find context.

Past interactions panel listing John’s new and solved tickets
Agent · 4 of 5

Connecting the dots

The bug already exists in Jira. Agents search and link the issue without leaving the ticket, and the status moves to Pending with Engineering.

Jira tab with a search for ‘Brand Filter’ returning an in-progress issue and a Link button
Agent · 5 of 5

Side conversations

Message engineering on Slack, Teams or mail from inside the ticket. Collaboration no longer means switching tools.

Side conversations menu offering Mail, Slack and Teams
Admin · 1 of 3

One hub for all configurations

A hub-and-spoke model: every setting branches from one central page, so admins always have a single place to come back to.

Settings hub with brands, forms, fields, views, tags, triggers, macros, workflow, groups, spam, shortcuts, notes and routing
Admin · 2 of 3

Discoverability

Every widget carries a plain description, so admins understand its purpose before they open it.

Settings hub with the Workflow card highlighted and its description
Admin · 3 of 3

Personalised experience

Each brand switches features on or off, from thread comments and escalation to SLAs, Jira and the CRM plugin, to fit how that customer works.

Brand setup with toggles for thread comments, escalation, SLA, ticket reopen, OEM comments, Jira, CRM plugin and external users
Visibility for managers

Live and AI dashboards answer the finding that managers couldn’t see performance.

Live dashboard: total, unassigned, unanswered, ongoing and completed chats, with chat counts per hour
Support AI agent dashboard: AI-assisted tickets, resolved by AI and by engineers, and a 26% total deflection trend

Result

Post-release impact, current state, next steps

9 months after release
56%Existing customer adoption
32%Reduction in resolution time
4 → 7Increase in NPS, reflecting an improved support experience

Based on the average of real-time insights captured across 3 QBRs

⛳️ Current State

Since early 2024, we have been adding AI features that prioritise automation and reduce manual dependency.

Tach AI flags missing information on a new request before routing it

Gather essential info to kickstart resolution

  • Capture new ticket requests
  • Prioritise and triage each request
  • Less back-and-forth between requestor and agent
Resolution tab with a Summarise Chat action drafting resolution steps

Auto-generated agent resolution

  • Resolution captured from conversation history
  • Replaces manual entry, saving time
  • More accurate knowledge base articles
Tach AI ticket summary with key actions and next steps

Smart ticket summary

  • Summarise key actions from ticket logs
  • Highlight key parameters
  • Suggest next steps from previous actions
What I could’ve done differently

Use real support data of worst-case scenarios like long customer names, multi-line issue descriptions and large ticket volumes to stress-test layouts.

Run contextual inquiries or shadow support agents to observe how they handle tickets in real time. It reveals hidden pain points and workarounds.

We helped them manage tickets well, but customers faced a new challenge: high ticket volume and over-stretched resources.

How did we solve that?

Read the Auto Resolution Bot case study →

Use ← → to move through slides