Tools for Improving the ePermits Customer Experience

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As part of our efforts to improve the ePermits Customer Experience, we seek to understand the unique needs and experiences of diverse permit applicants and permit holders.  

With over 80 applications and over 400 permit types, the kinds of businesses and people who apply for permits may surprise you. For instance, we serve zoos and aquariums, biomedical companies, exotic pet owners, musicians, horticultural companies, farmers, airports, conservation researchers, and cosmetics companies.

We are in the process of developing a variety of research tools that help us to understand commonalities and differences amongst the various applicants/permittees.  

Personas are one of these tools. Simply described, they are profiles of different kinds of users, which provide a snapshot of how a specific user views the system, and their unique needs, goals, and potential challenges. We are creating personas using a variety of data sources including customer comments, interviews, usability testing sessions, and the institutional knowledge of our staff.  

An example of a persona can be a "Bird Rehabilitor". This persona provides a snapshot of their goals as permit applicants and their feedback on what kinds of future improvements would improve their customer experience. One applicant that falls into this persona type shared: "The section on species selection does not allow for the categories that Section E application provides. It would take all day to select all the avian species one might receive in a given year.”  A motivation/goal includes properly caring for orphaned, sick, or injured birds and, whenever possible, rehabilitating them for release back to the wild. A difficulty/barrier they experience is that they require different permits for different, though often related, activities.

A second tool we use are known as journey maps. Also based on research with applicants and permittees, journey maps visualize the users experience as they go step by step through a process, such as applying for a permit, renewing a permit, or seeking out customer support.

A detail of the journey map indicates how for the first three stages of the application process, account creation, login, and navigation, include details about system design assumptions, user pain points, and opportunities for improving the system. 

Last year we released several fully digitized application forms and wanted to understand how people interact with this new application experience. One way that we can learn more is by observing how people attempt to complete a task. This is known as usability testing. We held several sessions  with permit holders who use an application that authorizes export or re-export of plants and plant products that are internationally protected. The diversity of applicants seeking this permit includes groups such as guitar manufacturers and music stores wanting to export overseas instruments made with protected wood species (e.g., rosewood).

We created a journey map using insights from our usability testing sessions and additional feedback we collected from the ePermits customer satisfaction survey data. The journey map allows us to visualize and document where we can continue to improve the application process. 

For instance, we learned that several users found it challenging to navigate the species selection tool, and there were opportunities to autofill application form questions with information from users’ account profiles.

Our ultimate goal with these tools is to better understand the customer experience. In particular, knowing the pain points of our applicants and permittees helps us make improvements to ePermits and existing processes. These tools provide us with time-specific feedback, a means to document and summarize information, and can serve as onboarding resources for new staff. 

The full journey map for application form 3-200-32 shows the ten primary stages that applicants experience from account creation to a decision about their application. 

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Conservation science
Laws & Regulations
Research