Call Automation
Creating a Solution the Eliminates Costly Third-Party Licenses and Fees
The Call Automation Power App provides a centralized way to manage incident notification and escalation processes. It helps teams ensure critical incidents reach the appropriate on-call responders through automated phone calls and SMS messages.
Core capabilities
- Manage responders and service groups.
- Create and maintain on-call schedules.
- Configure escalation chains, including call delays and repeats.
- Review and filter call and SMS logs for incident follow-up and reporting.
- Support integrations with ServiceNow and BigPanda for actionable incident notifications.
Intended audience and value
The app is designed for administrators, service owners, and IT operations teams responsible for on-call coverage and incident response. By centralizing responder, schedule, escalation, and communication management, Call Automation helps teams improve response times, maintain reliable 24/7 coverage, and reduce the risk of missed critical incidents.
Tools/Skills
Purpose
The goal was to create a centralized Call Automation Management System that helps teams manage responders, schedules, escalation chains, and call/SMS or issue logs. The experience needed to support reliable incident notification by making operational configuration clear, structured, and manageable.
A major business driver was replacing a costly third-party solution that required millions of dollars in annual licensing as well as per-user licenses. This positioned Call Automation as both a better internal experience and a significant cost-avoidance and platform-modernization effort.
Case-Study Type: UX/UI Design
Solution Type: Power Apps / Power Automate
Role and scope of contribution
I owned all design for the solution. My contribution included the UX/UI strategy, information architecture, workflows, mockups, prototypes, visual design, all interface copy, and the initial development of the application. I also created a dedicated style guide screen to give developers a clear reference for laying out screens and applying consistent design patterns during implementation.
The style guide helped translate the design from individual mockups into a reusable system. It provided developers with a shared reference for navigation, colors, typography, buttons, tables, forms, status treatments, spacing, and other recurring interface elements.
Understanding the opportunity
The initial opportunity was to replace an expensive third-party call-automation platform with an internal solution that could support the same core operational needs while improving control, usability, and long-term cost efficiency. The existing platform carried millions of dollars in annual licensing costs and additional per-user licensing, creating a strong business case for an internal alternative.
Call and escalation management also needed to become more organized and dependable. Incident notifications depend on accurate responder information, schedules, escalation rules, and communication history. When those elements are difficult to manage or interpret, teams can spend additional time validating configuration during an incident or risk notifying the wrong people.
The UX challenge can be summarized as:
How might we make responder, schedule, escalation, and notification management clear enough to support reliable incident communication?
This framing influenced the application structure, the four primary dashboard areas, the table layouts, the schedule grid, the escalation configuration, the issue-log view, and the visual language used for operational actions.
The experience needed to support multiple user intents:
- Find and manage responders.
- Create or update on-call schedules.
- Configure escalation chains, delays, repeats, and call-out order.
- Review call and SMS activity or issue history.
- Move between related configuration areas without losing operational context.
- Understand what each action will change before saving or applying it.
I was brought in after business owners rejected the initial design created by the development team. I waqs briefed on the current effort and the overall impact the project had on the company and told to stop everything else until this project on back on track.
After interviewing the team leaqd for an understanding of the current solution and background information on the purpose and intent of the application, I interviewed the business owner to understand the expected results from the business perspective.
It was simply a matter of taking the current functionality and refactoring it to meet an acceptable visual architecture. I used a combination of mockups and actual code design to create templates that the design team could follow to continue the project.
Research and Discovery
The research and discovery work focused on understanding how teams manage on-call coverage and escalation behavior, which information must be visible during configuration, and where ambiguity could create risk during incident response.
Key discovery considerations included:
- How responders are grouped and assigned to operational coverage.
- What information users need to identify a responder quickly, including name, email, phone, and group.
- How schedules are structured across days, weeks, time blocks, and templates.
- How escalation chains should communicate delay, type, responder or schedule, phone, email, and call-out order.
- How users review call/SMS or issue history after an event.
- Which actions should be available from list views versus detail or editing views.
- How to balance a dense administrative data set with quick comprehension and safe editing.
- What developers needed from a reusable style reference to implement screens consistently.
The research direction was to treat the experience as an operational configuration system rather than a simple contact list. Users needed a clear relationship between responders, schedules, escalations, and notification outcomes.
Experience strategy and customer journey
The strategy was to create a task-oriented management system organized around the four most important operational activities: responders, schedules, escalations, and logs. The home screen acts as an orientation point, while each area provides focused tools for review and management.
The strategy was guided by five principles:
- Operational clarity:
Make the purpose of each management area immediately understandable. - Configuration confidence:
Show enough context for users to understand what they are editing and how it affects notification behavior. - Structured management:
Use consistent tables, filters, forms, and editing patterns across different data types. - Reliable escalation:
Make timing, sequence, channel, and call-out order visible in escalation configuration. - Reusable implementation:
Provide a style guide and repeatable UI patterns so the product could be built consistently and extended over time. - Business value:
Deliver an internal experience that supports the operational need while reducing dependence on expensive third-party licensing.
This strategy created a direct relationship between the product structure and the operational workflow. Users can enter through a clear management area, review the relevant data, make a controlled change, and return to the broader system without unnecessary navigation.
Information architecture and content structure
A significant part of the UX work was organizing the management system around the relationships between people, coverage, escalation behavior, and notification history.
The experience includes:
- Responders: A searchable or filterable list of responder email addresses, first names, last names, phone numbers, and groups, with controls for managing records.
- Schedules: A schedule-management area for reviewing and creating coverage schedules, including group selection, schedule names, and editing actions.
- Escalations: A configuration view that presents delay, escalation type, schedule or responder, phone, email, and call-out order in a clear sequence.
- Call/SMS or issue logs: A record of notification or incident activity, with information such as group, ticket or incident identifiers, modification details, responder information, and accepted channel.
- Home dashboard: A simple orientation screen that directs users to Responders, Schedules, Escalations, and Call/SMS Logs.
- Shared style system: A developer-facing style guide screen that establishes common patterns for layout, navigation, colors, controls, forms, tables, and statuses.
The information architecture was designed to reduce cognitive load by separating configuration tasks while keeping the relationships between them understandable. Responders feed schedules, schedules and responders support escalations, and logs provide a way to review notification activity after configuration is in use.
UX/UI design and visual system
I designed the complete interface experience through mockups and prototypes, then carried the design into the initial development of the application. The work included the dashboard, navigation, cards, tables, filters, forms, buttons, icons, status treatments, and action placement.
The uploaded screens make the design approach visible through several reusable patterns. The design work included:
- Creating a dashboard with four clear entry points for Responders, Schedules, Escalations, and Call/SMS Logs.
- Designing responder tables that support scanning of names, contact information, and group assignments.
- Designing the schedule-management experience with group selection, schedule naming, weekly time-grid presentation, and editing controls.
- Creating an escalation configuration table that makes delay, type, schedule or responder, contact details, and call-out order visible together.
- Designing issue-log tables for reviewing notification-related activity and supporting follow-up.
- Establishing consistent layouts for list views, detail views, filters, dropdowns, action icons, and edit/delete controls.
- Creating a visual hierarchy that distinguishes primary actions, configuration fields, informational content, and operational records.
- Designing the style guide screen as a practical handoff tool for developers, not only as a visual reference.
- Aligning the experience with Cox branding while maintaining a focused operational identity.
- Considering accessibility, contrast, readability, responsive behavior, and reusable UI patterns.
The design intent was to make a complex operational system feel organized and dependable. The interface uses familiar patterns so users can focus on configuring accurate notification behavior rather than learning a different interaction model for every section.
Development and design-to-build collaboration
The development phase included initial development work in addition to the mockups and prototypes. I used the design work to establish the first implementation patterns and created the style guide screen specifically to help developers lay out additional screens consistently.
The design-to-build process included:
- Translating mockups and prototype flows into initial application screens.
- Communicating page structures, navigation behavior, data relationships, and interaction expectations.
- Providing a style guide reference for colors, typography, spacing, controls, tables, forms, cards, and recurring layout patterns.
- Supporting the implementation of responder management, schedule configuration, escalation configuration, and issue-log views.
- Reviewing working screens to identify gaps between the intended experience and the implementation.
- Refining layouts, labels, field visibility, action placement, and status treatments based on build realities.
- Balancing the need for a dependable operational system with maintainability and future configuration needs.
The style guide reduced ambiguity during development by giving the team a shared visual and interaction language. It helped turn individual design decisions into reusable patterns that could be applied across the solution.
Validation, iteration, and outcome
The experience was refined through review and iteration across the dashboard, responder management, schedule grid, escalation configuration, issue logs, and shared style patterns.
The key validation questions were:
- Can users understand the four primary functions immediately?
- Can a user find and manage the correct responder or group?
- Can users create or modify a schedule without losing the relationship between time, day, week, and group?
- Can users understand the order, delay, channel, and target of an escalation chain?
- Can users review notification or issue history efficiently?
- Does the style guide give developers enough direction to create consistent screens?
- Can the system grow as new responder groups, schedules, escalation paths, and logs are added?
The completed experience provides a structured foundation for managing responders, coverage schedules, escalation behavior, and notification history. My design and initial development work established the core interaction model and visual language used to build the application.
Beyond the user experience, the solution supports the replacement of a third-party platform with millions of dollars in annual licensing costs and per-user fees. The product therefore represents both an operational improvement and a meaningful technology-cost optimization opportunity.
Key Takeaway
The creation of Call Automation required end-to-end design ownership across UX research, information architecture, interaction design, visual design, copywriting, mockups, prototyping, and initial development.
I designed the full experience and created the prototype and mockups used to define the product. I also created a dedicated style guide screen to help developers lay out screens consistently and carry the visual system across the application. This work established the dashboard structure, responder workflow, schedule grid, escalation configuration, issue-log experience, shared components, and design language.
The central contribution was turning a complex incident-notification process into a clear operational management experience while helping replace a costly third-party platform. By making responders, schedules, escalation behavior, and logs easier to understand and manage, the design created a stronger foundation for reliable call and SMS notification workflows, internal ownership, and future product growth.
The business value extends beyond usability: bringing this capability in-house creates the potential to avoid millions of dollars in annual third-party licensing and eliminate ongoing per-user license costs.