There’s an old adage, “You don’t know what you don’t know”, but when it comes to the design of your product, you probably already have a feeling when it looks outdated, feels clunky—and worst of all—when your product demo is a bit “meh”. You might not know exactly what to do about it, but your gut is telling you that something needs to be done.
Each role or function on a given software team is going to feel this pain a little differently. Here are a few of the things we’ve heard out there in the wild:
A redesign can go as deep or as shallow as needed depending on the individual scenario. We’ll often start a project like this by assessing what we should keep and what should go (also known as a UX Audit). Often, enterprise software companies don’t have quantitative telemetry data that looks at precise usage of features, so we derive what’s being used to start us off and then assess, out of what isn’t being used, whether it’s because of poor execution of the feature or if there’s legitimately no use for such a functionality.
In many products, there are things that work well and things that aren’t working out at all. We discern which is which (and why!), and this discernment is at the heart of what makes a redesign project successful.
Sometimes the team is so frustrated with the product they want to throw it all out and start all over, but that’s not always necessary. After all, people bought your product for a reason! It’s worthwhile to consider carefully what falls into the category of incremental improvement versus a total rethink.
Mapping out how the software works at a fundamental level is really important. A redesign often comes with very interesting design sessions where we think a bit differently about the flows which are cemented in many people’s minds. This helps the team change their mentality, which is a core benefit of introducing the first steps of a UX culture.
We’ve spoken with many an enterprise software crew and we have noticed a lot of common scenarios arise. We’ve put them together for you to check out—These signals come out of SaaS companies who are selling larger contracts to enterprises, not as much on the PLG (product-led growth) crew.
You can use this list to figure out if these product, organizational, technical or market signals apply to you and point to the need for a UX redesign.
Lots of b2b software is being created in the context of novel technologies – to this end, workflows are destined to change for users, along with their overall ‘software stack’. Has your user’s workflow changed from when you built your product initially? Are you keeping up with these workflow changes? If you aren’t, is your competitor poised to leapfrog you?
Maybe your older customers are grandfathered in and will put up with some work-arounds, but are new users being prevented from achieving their core goals with your product (even though you should be a good fit for them)? This situation could prevent you from growing into a new vertical or could hold you back from scaling further.
In enterprise software, we make a lot of really elaborate and rich algorithms and backend logic to deal with the complexity of the systems they serve. Sometimes this means that we emphasize that work so much that the UI gets neglected. Is a shabby exterior stopping users from falling in love with your product, or worse yet, feeling like it isn’t trustworthy?
When your customers spend their workday from within your product, they often want to optimize their process. There’s no reason your users should have to tolerate unnecessary navigation or repetitive actions when you can easily fix these things with better structures and more efficient interactions.
If you find yourself having to re-train users on your product multiple times, there’s a strong chance it may be unnecessarily complex. Perhaps the software maps to the original version of your data model and not to how users think, or new features and pages have been added in over the years that push the boundaries of the original design in a way that wasn’t intentional. Simplification comes through good UX design and is very fixable.
If extra support tickets stem from usability issues or general UX confusion—such as difficulties with navigation, for example—it may constitute a 'design bug.' Servicing unnecessary support tickets like these costs companies a lot of money. Not only that, but in specialized industries sourcing good quality support people, particularly when they have domain or technical expertise, is very difficult. Great support people are a rare breed (and a chatbot isn’t always the answer). Usability issues found in support tickets represent low hanging fruit during a UX redesign process. The costs associated with dealing with more customer support than you need might inform your business case and thinking about the ROI of a UX design investment.
Users may be working across multiple devices that you didn’t account for in the past, including small screen sizes like tablets or phones. Deeply considering the use cases for other devices is important—For example, you may have software people use on the factory floor and they’re accessing it via both tablet and desktop. Their use cases may be completely different: on the factory floor, a manager might be taking pictures, checking off lists and confirming product details, while in the office they might be diving into analytics and managing quality issues. Are there opportunities here for you to further differentiate yourself from the competition and attract more users?
The software demo is an essential part of the sales process in the enterprise software world. Often if your software doesn’t present well and appeal to people in a general way, there’s a problem, and a very fixable one at that. You may find your demo falling down because of just general look and feel, or the flows and interactions themselves will come off a little convoluted.
Download our whitepaper: The Art of the Software Demo if any of this resonates for you.
Many companies are scrambling to get AI into their product. Most have opted for a chat agent which lays on top of your product. At first glance this is a reasonable approach, but as we get more mature with AI, the expectation for the experience to be AI at its core is apparent. We work on all manner of AI features and products as a core AI UX service and can help you get going with relevant, embedded AI functionality for your users.
Often when we’re approached to provide UX services to a B2B software company, we hear the same story. The dev team has reached their limit using an old stack, and while identifying what to rebuild with, the team identified that re-thinking and redesigning should be a core part of that. A rebuild is a big investment that will yield easier feature creation and ultimately a lot more code sent to production, only with UX involved, those new features can be much more derisked and relevant to users.
Most of us build fast. This means design decisions are made ad hoc and as quickly as possible. Even the best designers in the world can’t totally prevent design debt (though a design system helps). At any rate, features bloat more and more throughout the development process. This can lead to a lot of design red flags which slowly accumulate in your product.
Now getting a grip on where you stand UX-wise isn’t a super easy thing to do. Often, team members will share different opinions on what good design is: Jerry will pipe in talking about the number of clicks, while Aminder will mention that the “nav is wrong”. Though these two have a point, they may not be able to rank and prioritize the issues. This is where UX professionals will come in and perform a systematic UX audit, where they will go through specific criteria to identify where the issues are (and how severe they are).
Have you worked on this product for a long time and wish it was better with all your heart? You’re in good company. You share the same feeling as countless product people out there in the world. Whether you’re an executive, a developer, product manager, quality assurance person, or designer you’re in good company.
Changing your product can also feel scary, not to mention bringing users into the fold (if you haven’t before OR you’re now talking to a new group of people from before). Going through the design process can melt your brain and challenge your assumptions. Here’s the good news, most products don’t need very long to be rethought and redesigned. Many can be revamped in a matter of months, not years. There are plenty of unexpected morale improvements which stem from redesign and a closer relationship with your users (check out our UX culture article to picture that a bit).
Like we said before, your product may not need to be entirely redesigned, just parts of it which aren’t working. Chances are there are things about your experience that works now.
Do a mini UX audit on your table views & find your trouble spots with this free guide.
Be the first to know about our upcoming release!