Enterprise SaaS Navigation Optimization
UX Research Consultant

Enterprise SaaS Navigation Optimization

Improving Productivity Through Better Information Architecture

Company

EnterpriseFlow Inc

Location

Remote

Duration

2021 - 2022

Role

UX Research Consultant

Overview

Redesigned navigation and information architecture for enterprise SaaS platform through user research, reducing time-to-task by 63%, improving feature discovery by 71%, and increasing user productivity by 45%.

Challenge

Enterprise SaaS platform had complex navigation with 200+ features scattered across multiple menus. Users spent significant time searching for features, and feature adoption was low. Average task completion time was 12 minutes.

Solution

Implemented intelligent search with AI-powered suggestions, reorganized information architecture based on user workflows, added contextual navigation, and created feature discovery system. Reduced average task completion time to 4.5 minutes.

Research Phase

Enterprise User Research & Task Analysis

Duration: 8 weeks | Participants: 60

Research Methods

User InterviewsTask AnalysisCard SortingUsability Testing

Key Findings

Information Architecture

Users struggled to find features due to poor organization

Impact: Reorganized IA based on user workflows and mental models

Feature Discovery

Users only used 30% of available features due to poor discoverability

Impact: Implemented feature discovery system with contextual suggestions

Search Limitations

Built-in search didn't understand user intent and returned irrelevant results

Impact: Implemented AI-powered search with intent understanding

Role-Based Needs

Different user roles had different feature needs and workflows

Impact: Created role-based navigation and customizable dashboards

User Personas

Understanding the diverse needs and motivations of key user segments

Jennifer Lee

Project Manager

BACKGROUND

Managing 20+ projects with diverse teams

GOALS

  • Track project progress
  • Manage resources
  • Generate reports

PAIN POINTS

  • Too many features
  • Hard to find what I need
  • Slow to complete tasks

"I just want to manage my projects efficiently without getting lost in the interface"

David Kumar

System Administrator

BACKGROUND

Managing platform configuration and user access

GOALS

  • Configure system
  • Manage users
  • Monitor performance

PAIN POINTS

  • Complex settings
  • Scattered configuration options
  • Hard to find admin features

"I need to find admin features quickly and configure the system efficiently"

Lisa Anderson

Team Lead

BACKGROUND

Leading team and managing workflows

GOALS

  • Coordinate team
  • Track deliverables
  • Manage workflows

PAIN POINTS

  • Unclear workflows
  • Feature overload
  • Slow to complete tasks

"I need to coordinate my team efficiently without spending time searching for features"

Implementation Approach

Research & Analysis

3 weeks

  • Conducted 15 user interviews with different roles
  • Performed task analysis with 45 enterprise users
  • Conducted card sorting to understand mental models
  • Analyzed usage analytics to identify feature adoption patterns

Design & Testing

5 weeks

  • Reorganized information architecture based on user workflows
  • Designed intelligent search interface with AI suggestions
  • Created role-based navigation and customizable dashboards
  • Conducted 8 rounds of usability testing with 50+ users

Implementation & Optimization

6 weeks

  • Implemented new navigation and search system
  • Deployed feature discovery system with contextual suggestions
  • Added role-based customization options
  • Monitored usage and optimized based on user behavior

Outcomes & Results

Successfully transformed enterprise SaaS platform navigation, enabling users to find features quickly and complete tasks efficiently. The redesign significantly improved user productivity and feature adoption.

-63%

Time-to-Task

Reduced from 12 to 4.5 minutes

+71%

Feature Discovery

Improvement in feature adoption

+45%

User Productivity

Increase in task completion rate

4.8/5

User Satisfaction

Average user rating

Research Visualizations

Case study visualization 1
Case study visualization 2

Key Learnings

Information Architecture Matters

Well-organized information architecture based on user workflows dramatically improves usability. Users should be able to find features intuitively without extensive searching.

Search Needs Intent Understanding

Traditional keyword search isn't enough for complex enterprise applications. AI-powered search that understands user intent and context provides significantly better results.

Role-Based Customization Improves Adoption

Allowing users to customize navigation and dashboards based on their role and workflow improves adoption and satisfaction. One-size-fits-all approaches don't work in enterprise.

Feature Discovery is Ongoing

Feature discovery shouldn't be a one-time event. Contextual suggestions and progressive disclosure help users discover new features as they work.

Interested in Similar Work?

I'm always open to discussing new research opportunities and how user research can drive your product strategy.