Context

As a Product Manager in a Design and Consultancy Agency, I managed the conception & delivery of a B2B construction accounting software design & usability improvement over 6 months. Our client was Eque2, a leading provider of business management/ERP software in the construction, contracting and house-building industry, with over 3K B2B customers.

Our objectives

We reviewed & redesigned 2 of Eque2 main software:

Construct Cloud

• Primary Objective: Enhance user experience (UX) and improve user interface (UI) of the platform.

• Sub-objectives:

  • Identify and address user pain points within the current user flows.

  • Optimize user journeys through meticulous feature enhancements.

  • Make the platform more intuitive and user-friendly.

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EVision

• Primary Objective: Facilitate a smooth transition for users migrating from Housebuilding to EVision.

• Sub-objectives:

  • Identify key Housebuilding functionalities and optimize workflows within EVision.

  • Alleviate user pain points and ensure an elevated user experience for both existing and migrating users.

  • Maintain user familiarity by optimizing UX within the Dynamics Business Central interface.

  • Streamline workflows to support successful user migration to the cloud-based platform.

Our process for Construct Cloud

1. Discovery Workshop: Collaborate with Eque2 to understand business requirements.

2. UX Research: Utilize Jobs-to-be-Done framework to understand user behavior and pain points through interviews and observations (user functional, emotional & social motivation)

3. UI & UX Improvement: Identify and address user pain points to enhance user experience and interface.

4. Iterative Design: Conduct regular feedback loops and usability studies throughout the design process.

5. Shared Product Sprint: Synchronise Eque2 Dev teams with our sprint schedule & rituals to foster greater agile & scrum collaboration, ensuring great design>testing>dev loop cycles

6. OKRs: Improvements over 6 months leading to +12 points NPS score

Our process for EVision

1. Discovery Workshop: Collaborate with Eque2 to understand business requirements and user needs.

   1. Theme finding (Growth, Retention, Manage, multi-device..)​

   2. SWOT analyses of the Migration (Threat, Opportunities, Weaknesses, Strenghts)

2. UX Research: Utilize Jobs-to-be-Done framework to identify key Housebuilding functionalities and user pain points (user functional, emotional & social motivation)

3. Workflow Optimization: Optimize workflows for migrating Housebuilding users to EVision.

4. UX Improvement: Focus on improving user experience for both existing and migrating users.

5. Prototyping: Validate and refine design decisions through user feedback.

6. Hand-over: Design assets were handed over to Devs for a later design implementation, to leave them time to build the new cloud-based back-end