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careomat.

Membership / Product consultancy

Making membership self-service genuinely self-service

Reframing a portal around member needs, reducing support demand while improving completion rates.

Year
2024
Headline outcome
31% fewer avoidable support requests

The challenge

Members could technically complete common tasks online, but unclear journeys and disconnected systems meant many still contacted the service team.

Our approach

  1. 01

    Combined support-call evidence with user interviews to identify the highest-cost failures.

  2. 02

    Prototyped and tested the core renew, update and payment journeys.

  3. 03

    Integrated existing CRM and payments rather than duplicating sources of truth.

What changed

  • 31% reduction in avoidable support requests
  • 18 percentage-point improvement in task completion
  • Reusable design patterns for future services

Start with the problem

Make the next software decision a better one.

Tell us what you are trying to change. We will help you clarify the problem, the evidence and a practical next step.

Discuss your project