👉 In-depth interviews
To get to know our customers better, their needs, pains and validate these hypotheses, I conducted interviews with customers from different segments and markets - PT, ES, and IT. Having answers to these questions also allowed the team to focus on key interactions that would delight the end user based on quantitative and qualitative data.
CPO, CTO, COO, Sales and Customer Success team leaders from each market (PT, ES, IT), and a few best-performing sales, account executives, and customer success representatives.
👉 Gain insights into existing UX bottlenecks and issues
An analysis of product usage data provided insights into the efficiency of current solutions. By conducting additional surveys and questionnaires and performing competitor analysis, we got a deeper understanding of context for our design-thinking meetings and gathered enough data to clearly identify UX bottlenecks. These insights also informed future developments aimed at delivering a more complete and satisfying customer experience.
Tools used
🔥 HotJar & CrazyEgg recordings – To identify hotspots and potential workflow issues
👁️ Clicks & Pageviews analysis – To measure feature usage
🃏 Card Sorting – To assess the relevance of filters
👍 Customer Satisfaction Score (CSAT) – To gauge user satisfaction
👉 Identify customer personas and key use cases
To start the research process, I first engaged with internal stakeholders and key team members to gather information about existing user types and primary product use cases. It became clear that the team has adopted the practice of differentiating clients by type and size of business, based on sales-led principle.
What are the top 3 tasks you spend the most time on?
Are there any repetitive or manual tasks you wish could be automated?
How satisfied are you with your current tools or solutions? Why?
Are there other challenges we haven’t discussed that affect your work?
Could you describe your typical day at work and the key tasks you focus on?
What slows you down or complicates your workflow at the moment?
Can you share examples where a tool or process didn’t work as expected?
Have you had to create workarounds to solve problems with your current tools?