B2B integration software user research
Project for:
B2B software company
For this project, we conducted user research to provide guidance to a B2B integration software company. This company provided integration platform solutions but needed a better understanding of how to improve their current offerings.
Expertise
Our scope included stakeholder interviews, qualitative user interviews, concept validation, and detailed reports of findings and solutions.
Client
Because of agreements with our partner agency, we are withholding the name of the client and not able to show final designs or deliverables.
Timeline
This was a 15 week project for the client.
Challenge
What are the top issues to focus on?
The company wanted to know the top areas where they should focus their development efforts. What did users need? How might they create a stronger experience for users?
Our goals included:
- Understanding the pain points and frustrations for users who are new to the software.
- Finding the main paths that users take, and pinpoint areas for improvement.
- Discovering useful insights from user testing that would inform the redesign wireframes.
Solution
Focus on the first-time experience for B2B integration software users
We found that while users familiar with integration software in general as well as existing users of the client’s platform had no problems, new users expressed how difficult the platform was for them to learn.
We recommended designing an on-boarding experience to allow new platform users to adapt quickly to the system.
Impact
The proposed first-time experience was successful in concept validation
First-time experience opportunities
Initial set up
First-time users needed more direction and guidance in order to acclimate to the platform quicker.
Guided tutorials
Provide a guided tutorial for users to set up their first integration
Error diagnosis
Help all users more clearly identify errors in the integration.
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