UX
Case Study
Client Project

Instazen

Redesigning website for a SAAS based product

Role
Solo UX Designer
Time
80 Hours (4 weeks)
Tools
Figma, Figjam, Maze
Project Hero

Project Background

Instazen is a B2B SaaS solution tailored specifically for IT services companies, designed to empower them to realise their full profit potential. It provides valuable insights into the overall performance of any organization and identifies areas where potential revenue loss may occur, allowing for timely adjustments to maximize revenue.

The website was originally launched in 2021 with the primary objective of communicating the product's unique value proposition. However, it has fallen short of expectations. Not only is the website outdated, but it also suffers from repetitive and redundant content.

The purpose of this project is to enhance the existing website by giving it a modern and visually appealing design that effectively promotes the product.

Solution

Key Features

A responsive SAAS website design that aligns with organisation's business objectives without compromising on user experience. I revamped the website to effectively communicate the product's value to its customers, while also enabling them to easily schedule a demo and experience the product firsthand.

Communicate the product's value

Each feature is accompanied by a relevant image, tag, title, and concise description, simplifying user comprehension through quick scanning.

Communicate the product's value

Introducing free trial

Implemented the 'Free Trial' feature to boost lead generation and provide users the opportunity to experience the product firsthand before making any payment commitments.

Introducing free trial
Research

Secondary Research

To better understand the users and business context, I conducted comprehensive research including secondary research, stakeholder interviews, and user interviews.

I initiated my research process with secondary research to acquire a solid understanding of the domain within which the product operates and the problem it tries to solve. I conducted comprehensive research on the workings of IT service projects, revenue generation, and profit strategies employed by companies.

Furthermore, I conducted a competitive analysis to gain insights into our competitors as well as some popular product websites and examined how they have presented their features on their respective websites.

🎬
Visual Clarity

Images and animations thoughtfully enhance the clarity of feature explanations.

📸
Authentic Imagery

Authentic product images provide clear depiction of what users can expect.

📝
Structured Content

Each feature has an image, title, description, and "Learn More" button.

🎯
Strategic CTAs

Call-to-Action buttons are strategically positioned for high visibility.

🎨
Brand Consistency

All elements strictly align with the website's branding guidelines.

🧭
Clear Navigation

Essential pages in top nav, additional links in footer for concise UX.

View Full Competitive Analysis

Stakeholder Interview

I collaborated closely with the Instazen team, engaging in discussions with both the CTO and CEO. These conversations provided me with valuable insights into the company's goals and the product's value offering. They also openly discussed the challenges they face with the existing website and their expectations for the new website.

Based on the interviews, I've identified three key business objectives for this project:

Convey Value Offering

Effectively communicate how Instazen helps IT services companies identify and mitigate revenue leakages.

Increase Leads

Enhance conversion ratio of website visitors who schedule a product demo or opt for a free trial.

Modern & Engaging Design

Design a modern website that appeals to users and captivates their attention.

Heuristic Evaluation

After my secondary research, I proceeded with heuristic evaluation to understand the usability issue in the current website. I rated the issues between 0-4 based on impact to usability (0=not a usability issue, 4=severe usability issue).

Note: Usability impact indicates the extent to which a user may encounter obstacles when attempting to complete their task.

Inconsistent titles
Inconsistent titles
Severity: 4

The nav bar text and the page heading text is different. User might get confused on which page he/she is on and whether "About" and "About Us" mean the same thing.

Consistency and Standards

Missing Current State
Missing Current State
Severity: 4

The navigation bar does not show people where they currently are. There are no indicators which page user is currently on.

Visibility of System Status

Irrelevant Images used
Irrelevant Images used
Severity: 4

The images used in these sections are unfamiliar to users. These images itself and texts associated with does not indicate what is being shown in these.

Match between system and the real world

Incorrect spacing
Incorrect spacing
Severity: 4

The blog is left aligned with negative space towards the right where as in rest of the pages the content is centre aligned. Also Logo has moved to different position compared to others sites.

Consistency and Standard

Repetitive content
Repetitive content
Severity: 4

The types icons used in these section are consistent, but the icons itself are repeated. The context or texts also feels repeated making these redundant violating "minimalist design" guideline.

Aesthetic and minimalist design

Inconsistent images
Inconsistent images
Severity: 4

Blog images are not consistent. Images are being used in some places and in others illustrations are being used.

Match between system and the real world

Proto-Persona

From the stakeholder interview, I gained insights into the business objectives, the product's value proposition, and some initial understanding of the target audience. Using this information, I've developed a proto-persona as displayed below.

Proto Persona

User Interviews

While I initially created a proto-persona based on insights from stakeholder interviews, it became apparent that this approach was not sufficient due to the absence of user research conducted on the stakeholders' part. The inputs were reliant on assumptions and limited user interactions.

So I proceeded to conduct user interviews with the product's customers to gain a deeper understanding of their challenges and how the product addressed them.

Participants
3 Users
Age
22 - 57
Gender
Mixed

The interviews provided the following insights:

Managing Data

Participants find it tedious to maintain accurate data from different sources in excel. It becomes more difficult as team size grows.

Communication Gaps

Need for effective communication among teams, especially for project updates, addressing concerns and managing expectations.

Lack of Insight

Unpredictable factors during the project lifecycle can affect project costs, revenue, and overall organization performance.

Need for Prediction

Participants value the capability to predict future outcomes and challenges to strategically plan and organize work.

Centralised Platform

Clear need for a platform that streamlines data management and validation, reducing time and effort required.

Define

Persona

Following the research phase, I organised the gathered information into personas, affinity maps, task flows, and sitemaps.

I developed a user persona that embodies the feedback and opinions shared by actual users of Instazen in my interviews and survey responses. Consistently referencing this persona throughout the design process ensured my solutions aligned with users' core needs and effectively addressed their issues.

Persona 1

Secondly, the CEO, who gains a comprehensive overview of the organisation, providing the opportunity to strategise for optimization and revenue growth.

Persona 2

Affinity Map

After creating my persona, I created an empathy map based on patterns I uncovered from my user interviews. This helped me view things from their perspective and gain a deeper insight into what users may be looking for in the product.

Affinity Map

Task Flows

After creating personas, the next step was to define the tasks that users could perform after landing on the website. I came up with two task flows i.e. Schedule a Demo and Start Free Trial.

The introduction of the Start Free Trial flow in the new design is motivated by two primary reasons:

  • It will allow potential customers to experience the product firsthand, enabling them to access product's value and suitability for their needs. This also reduces the risk and uncertainty associated with making a purchase, increasing likelihood of conversion.
  • During recent client onboarding, it was observed that every company has it's own distinct characteristics and processes, necessitating multiple adjustments to cater to their specific needs. Introducing a free trial option facilitates an evaluation to identify any mismatches between the product and the client's process, enabling any proactive adjustments before committing to payment.
Task Flows - Schedule a Demo and Start Free Trial

User Flow

User flows was then created to map out the various ways a user can go through to schedule demo and create an account. This includes the different actions and decision points that users may encounter that can impact their path to completion.

User Flow

Sitemap

I mapped out the features that would be most important to the Instazen website and organized them in a way that would allow for easy navigation. This served as the blueprint of the website and helped me visualize the layout and hierarchy of the content.

Sitemap
Design

Sketching Solutions

After completing the research and define phases, I initiated the development of visual solutions following the branding guidelines.

Once I had visualised my user flow and defined the key pages, I began sketching potential layouts and explored different directions for the design.

Initial sketches exploring different design directions

Branding

I followed the branding from old website as instructed by the stakeholders. It is as follows:

Branding Guidelines

Feature Images

During the design process, there was a need for images that not only align with the branding but also effectively illustrate the features. As these images were not available from the stakeholders, I took the initiative to create them.

Feature Images

High Fidelity Mocks

After establishing my UI design, I polished my wireframes and applied the established styles to the screens. Bringing it all together to create something inclusive and human-centric.

High Fidelity Mocks - Desktop

High fidelity mocks for mobile:

High Fidelity Mocks - Mobile
Testing

Usability Testing

I conducted a usability test with 5 participants who fit my target audience over 2 days, moderated remotely. Users were asked to explore the website and complete tasks while narrating their thoughts and initial impressions.

Participants
5 Users
Duration
2 Days
Method
Remote

Test Objectives

  • Test overall flow and navigation of the redesign website
  • Check for any confusions while going through the website
  • Check if users can complete key task flows without hiccups
  • Validate if users understand the problem Instazen solves

Test Results

  • All users understood the website purpose with no navigation issues
  • 60 % of participants completed task flows without difficulty
  • Various pain points discovered during tests

Design Iterations

Priority revisions were made based on my usability test feedback. The changes implemented are as follows:

Fix typographical hierarchy

Some participants were confused about user avatar and title in the top-left section. So I have changed the hierarchy and added more information to bring more clarity.

Fix typographical hierarchy

Improve consistency

CTA button text in home and title of this page does not match. It is creating initial confusion about what this page do. So I have made changes to keep them consistent.

Improve consistency

Bring more clarity

Some participants complained about missing demo time. So I have added it the title beside the date.

Bring more clarity
Conclusion

Reflection

This project provided me with a profound understanding of design within an enterprise framework. Collaborating with stakeholders, clients, and product managers to refine the final design within certain constraints was both fulfilling and enlightening.

Key Learnings

  • Balancing creativity and practicality to achieve design excellence
  • Working within brand constraints while improving user experience
  • Importance of stakeholder alignment in client projects