Cover image for a B2B SaaS Website Builder

UX Design for a B2B SaaS Website Builder

UX UI DESIGN

Role

UX UI Designer

Team

Product Owner, Engineers, UX Designer

Duration

16 months

Running a niche web design and marketing service, my client was looking to develop a website builder derived from their current custom software.

Our main goal was to create an industry-specific website builder, enabling easy creation and management of professional websites without any design or coding expertise.

I remotely collaborated with their cross-functional team in Seattle, overseeing all aspects of design, from defining the product's functionality to shaping its appearance and user experience.


Discovery + Planning

Conducting stakeholder and customer discovery interviews.

I conducted remote interviews with the Product Owner and key stakeholders to grasp the project's vision and scope. Gathering insights into their goals, expectations, limitations, and challenges, I took into account factors like the team working on multiple projects simultaneously.

Quotation marks
We want a product that requires almost no learning!

Key business goals

Ability to drop price point

Remove non-essential features

Minimize support calls

Reduce development overhead

Gathering of the complex system and technical requirements

There was regular collaboration with the development team to understand the technical requirements and constraints, ensuring the redesign aligned seamlessly with the new tech stack. Additionally, we collaborated on the database structure as well as information architecture to maintain consistency and coherence across the entire system.


UX Reseach

Competitor Analysis

I delved into researching website builders such as WebFlow and Wix, and compared then with software like Dreamweaver. This process aided me in pinpointing common features and design trends in the realm of website builders, providing valuable insights into user expectations. Additionally, it allowed me to identify areas where competitors may have fallen short, enabling us to differentiate our product effectively.

Screenshot from researching Wix

User Research

I conducted guerrilla user research to keep within the budget constraints because of its flexibility and speed. This involved interviews with key stakeholders, account managers and support team members. They were expert system users with firsthand insights into customer queries and support tickets. I also did online research about industry specific marketing needs and types of roles played in organisations to get a broader knowledge and identify areas where we could differentiate ourselves.

Closeup of user research documentation

Functional Analysis

Fully understanding the existing system was crucial because we needed to redesign elements in the new software. I documented each component, outlined necessary functions, defined core user stories, and worked through the user tasks. This process provided insights into the current system, pinpointed areas for enhancement, and guided the redesign for myself and the team.

Screenshot from analysing the original system functionality

SYNTHESIZE + DEFINE

By synthesizing user research, I crafted proto personas, problem statements and user stories to represent diverse users.

This allowed us to focus on users with distinct roles that would benefit the team. Understanding their individual goals allowed us to align their particular needs across the system to develop a more engaging and user-centric product. Additionally, it helped us account for variations in their onboarding experiences.

With personas approved, I defined problem statements and user stories. These were crucial for team consensus on primary requirements. They were also used as a testing guideline ensuring we met their defined tasks and goals during prototyping.

Defining the users through protopersonas
Example of defining user stories

UX DESIGN

Information Architecture and User Flows

We had to organise and categorize information in a way that made sense to our users. It was particularly challenging to ensure consistency across the product while retaining concepts from the existing product. I presented various configurations using sitemaps and user flows, aiming for unambiguous categories and also to establish cohesive labelling and taxonomy for a well-defined mental model.

Notes about each component and matching functionality
An example of planning the information architecture

Sketching and Wireframes

I used paper sketching to quickly generate and explore a wide range of ideas. They included various concepts like dashboard layouts, navigation ideas, component layouts, user interactions and onboarding.

Once we had finalized a few ideas, I elaborated on them by creating wireframes and prototypes. These visuals became a common reference point during discussions, significantly minimizing the likelihood of misunderstandings.

Sketch ideating layouts for theming
Sketch ideating the walkthrough for a first-time user
Sketching ideas for the steps and information required for new pages

A closer look at the design progression

Here's how I handled redesigning functionality for 'Page Settings':

1. Original UI

I started by reviewing the existing interface.

Design evolution flow starting with original system ui for Page Settings
2. Paper sketches

Brainstormed ideas through sketches and walkthroughs.

Design evolution flow showing ideation sketching new ux for Page Settings
3. Lo-fi wireframes

Converted them into basic wireframes for testing.

Design evolution flow showing the wireframes for Page Settings
4. Interactive prototypes

Then incorporated the visual design create mockups.

Design evolution flow showing the hi-fi mockup for Page Settings

VISUAL AND UI DESIGN

Transforming mockups into interactive prototypes

Working closely with the Product Owner, we discussed any style preferences in the absence of branding. Efficiently identifying style and colour preferences helped us avoid prolonged deliberation. I presented ideas through high-fidelity mockups, refining them based on feedback. They were then developed into XD prototypes with design library.

Product screenshot for adding a section

Simple and easy-to-navigate interface

An intuitive site editor with a clean design, enabling users to effortlessly add pages, sections, choose pre-designed layouts, and start customization with minimal clicks.

Product screenshot for browing through section options

Add sections to a page with a single click

Letting users easily add ready-made sections to their page, preview them, and browse through sections that match their content.

Product screenshot for website theming options

Customize theming to match brand

Creating an easy way for users to pick a theme from pre-designed templates, tailored to their industry or preferences, and then customize it as they like.

Product screenshot for switching between section layouts

Preview and apply changes immediately

Adding a simple click-through preview feature for users to easily swap section layouts, making customization effortless.

Gathering design specifications for developers

XD prototypes, featuring the design specs, component library and exportable elements were shared with the developers. User flows for crucial tasks, which had been highlighted in user stories, were turned into interactive prototypes, allowing developers to stepthrough the precise user journey. Animations and key interactions were also communicated in documentation for a swift handover.


TESTING + VALIDATION

Regular testing with XD prototypes

We regularly tested the prototypes, closely involving key stakeholders, development team and Product Owner. This iterative approach helped us incorporate feedback throughout the design process, ensuring alignment with expectations. Since the product was still in development, testing and validation were limited to in-house users and stakeholders.


TAKEAWAY

Taking the initiative can be important

Currently, the product is still in development as the team had to prioritize other projects. However, the components that have been developed are already in use internally.

Up to now, the time-on-task and task success rates have significantly enhanced the experiences of in-house developers and designers. This improvement is attributed to both upgraded technologies and enhanced usability of the components.

This project has emphasized the significance of balancing business requirements and user needs. It also taught me the importance of taking initiative, especially when a client is very busy running their business.