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Supporting B2B Retention and SUS by Enhancing Group Admin Experience

Updated: Nov 23



This redesign was intended to preserve relations with our B2B market segment and delivered the following outcomes:

  • Reduced call volume for customer support post-launch with improved satisfaction metrics among group administrators

  • Enhanced B2B client retention through intuitive license management interface that supported mobile-usage, enabling the on-the-go user


Updated Group Administrator Experience
Updated Group Administrator Experience

🔍 Known Barriers

Enterprise clients managing multiple licensee groups faced significant friction which can be summarized with the following.

User Pain Points:
  • Non-responsive interfaces hindering mobile access

  • Complex license transfer workflows

  • Confusion when managing multiple license groups

  • Heavy reliance on sales and support teams

Business Risks:
  • Potential churn of high-revenue clients

  • Increased support costs

  • Limited scalability for enterprise sales

  • Competitive disadvantage in B2B market

Screenshots from HotJar, showing poor usability in mobile, and long time-to-completion metrics
Screenshots from HotJar, showing poor usability in mobile, and long time-to-completion metrics

🔬 Discovery & Research

Quantitative Insights:
  • HotJar session recordings revealed common user missteps

  • Support ticket and diary study analysis identified recurring pain points

  • Mobile usage patterns indicated need for responsive design

Qualitative Validation:
  • Diary studies from Customer Experience team

  • Heuristic evaluation of existing interfaces

  • Stakeholder interviews to understand business constraints


🎨 Design Process

Strategic Approach:
  • Object-Oriented UX (OOUX) framework implementation

  • Low-fidelity prototype development

  • Iterative testing with internal teams

  • Guerrilla testing with target users (hiring managers, educators)

Validation Methods:
  • Remote usability testing via Teams

  • High-fidelity prototype evaluation with enterprise prospects

  • Continuous feedback loop with development team

Low fidelity mockup of MVP leveraging OOUX elements
Low fidelity mockup of MVP leveraging OOUX elements

🎓 Outcomes & Learnings

Immediate Impact:
  • Improved usability scores in comparative testing

  • Reduced support ticket volume

  • Enhanced visual hierarchy driving better task completion

Future Opportunities:
  • Dashboard reporting capabilities identified as next iteration

  • Analytics implementation for group health monitoring

  • Additional enterprise-specific features based on client feedback


🗒️ Key Takeaways

  • Early stakeholder alignment through quantitative evidence

  • Balanced MVP scope with enterprise requirements

  • Iterative testing approach validated design decisions

  • Mobile-first thinking enhanced overall usability

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Alan Mills - UX Design

Equity-focused designer with a continuous growth mindset who loves to collaborate and create intuitive & delightful experiences for the greater good

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© 2024 by Alan Mills.

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