Redefining the navigation of a Saas platform
Company
Arquivei (Brazil)
Scope of work
User experience
User interface
Usability test
Atomic research
Used tools
Figma
Miro
Useberry
Dovetail
Duration
Aug 2023 - Dec 2023
Arquivei is the largest tax document automation and management SaaS platform in Brazil.
Over 15,000 business customers
Processes close to 30% of all B2B fiscal transactions in Brazil
From SMB to Enterprise customers
I was responsible for testing and refining the initial design proposal, presenting it to relevant departments, and facilitating the handover of design deliverables to the development team.
This project was crucial to streamlining the user experience and enhancing scalability at Arquivei, and it is now a key component of the 2024 structural roadmap.
Context
Initially designed as a simple list to accommodate a few products, the side menu at Arquivei struggled to scale effectively as the company grew and expanded its realm. The diverse and increasing number of products, ranging from comprehensive solutions to minor functionalities, overwhelmed the navigation structure.
Problem Statement
As Arquivei expanded its product offerings, the existing side menu-based navigation system became cluttered and inefficient, complicating the user journey and limits the user's perception of the product's value.
GOAL
Develop a product indexing logic that supports the scalable expansion of the SaaS platform while maintaining an optimal user experience
Final solution
The new navigation is now been used by the more than 15,000 business customers and over 60,000 users of Arquivei.
It was implemented initially to a set of 1000 accounts with the possibility of drawing back to the previous visualization, and implemented as standard for all new accounts created.
Information architecture now has a more cohesive product classification, mobile-responsive experience, and is better suited to expanding the company's products.
DETAILED PROCESS
DETAILED PROCESS
Check more details about the case as follows
Challenge
The main hypothesis for categorizing the features was using the logic of usage profile, meaning that we would group the features by similarity and related jobs.
An initial version of the UI was created by my fellow designers, and I subsequently took responsibility for user testing, refining the design proposal, and handing off the final version.
Challenge 1 - Information Architeture + UI
How might we group similar features in order to define a usage profile and, at the same time, highlight new axes being explored by the company?
All the features were categorized and redistributed, without changing the content or functionality.
Challenge 2 - Usability test
For solving that concern, we conducted Usability test with SMB and Enterprise customers.
Document-related features presented the best results for its findability - we believe that both the visuals and the labels worked.
75% of users completed the task without difficulty
Summary of the test
For features with more specific uses, the 3-level navigation structure did not work very well.
62.5% of users did not complete it or completed it with difficulty.
Accessing the account settings was the most difficult task for testers.
75% of users did not complete it or completed it with difficulty.
Final design
Regarding the insights derived from the user testing, some simplifications were made to improve the usability and findability of the related features.
The simplifications also helped to shorten the deadline of the project.
Mobile version of the navigation was also designed.
Design Handoff / Progressive evolution
I created two major handoffs to guide the process of incremental implementation of the new navigation.
We started by the most fundamental and most used features, as well as the responsive version of the navigation. And then progressively I designed the remaining features.
Validate early with users
Page loading should also be defined as part of the user experience