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NETVIRTA: Business Intelligence Web Portal Redesign for Subscription Plans
My Role
UX Design
User Research
Prototyping
Project Management
Company
Team
1 UX Designer
1 UI Designer
Engineering Lead
VP, Strategy & Business Dev.
Date
October, 2021
Client + Product Summary
NetVirta is a B2B2C SaaS company who has created several smartphone-based, 3D body scanning technologies that serve an array of industries. Examples include Verifyt®, a full-body and foot scanning app used to suggest best fittings shoes and apparel and CurveCapture®, a mobile 3D scanning app used to scan patients heads, aiding in the creation of custom cranial orthotics. These scanning apps are complimented with: (1) a business-facing customer intelligence portal used as a 3D model database and analytical tool (BI Portal) , and (2) an end-consumer facing eCommerce plug-in that connects with the scanning app to suggest best sizes and styles directly on a partnering brands' eCommerce site.
Project Goals & Research Questions
The BI Portal was created as a tool for partnering brands to access and manage their customers' personal and 3D body data information. Once the free Verifyt app was released to the general public (not through a partnering brand's app), many small and medium-sized businesses craved access to our portal but could not or did not want to pay for a customized app to do so. To support these smaller businesses, the product and sales teams worked together to create multiple subscription types with differing levels of access to the portal. This forced us to consider all pages/features and decide which subscription levels had access to which features, while optimizing our portal screens to allow our developers to easily add or subtract certain features depending on the user’s subscription and level of access.
Tools Used
Google Drive
Team collaboration and organization
Microsoft Word
Create table of subscription and user type's level of access and User Guide
Pencil & Paper
Sketch design ideas and user flows
Figma
Create pixel-perfect prototypes and collaborate with designers
Discovery Phase
1. Research of B2B Subscription-Based Solutions
Examples of these solutions include Clo, ZoomInfo HubSpot, Salesforce, Monday.com, and TrueFit
2. Meet With Sales Stakeholders
Discuss subscription level access to features, pricing, and other details; create a centralized document for easy collaboration
3. Meet With Engineering Stakeholders
Discuss preliminary technology requirements and restrictions
4. Analyze Current Product4. Decide where in the portal changes need to be made to accommodate the new subscription based solution
The Design Process
1
Create New User Journeys For All Subscription Models
Add:
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Create an account flow
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​Up until now, we only dealt with enterprise accounts and created their BI portal accounts on our backend and then provided their login credentials to them. With this new subscription model, we needed a way for users to create their own accounts, select their subscription type, and input payment information
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Plan selection and payment flow
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Subscription/plan information under Admin tab
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Plan type
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Subscription start/end dates
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Billing information
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Option to upgrade, downgrade, or cancel their plan
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2
Ideation
Create lo-fi prototypes/sketches to convey changes and additional pages to UI designer and collect feedback from stakeholders and make changes accordingly
UI Design + Prototyping
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Once lo-fi sketches and flows are agreed upon by all stakeholders, UI designers create pixel perfect prototypes
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I provided several rounds of feedback until we were all in 100% agreement
3
New create an account flow:
Prototyping Testing
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Create list of all possible user types (i.e., Enterprise Developer, Starter Admin, etc.)
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Create list of all user case scenarios
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Test all user case scenarios as every subscription and user type combination to ensure all features are correctly accessible depending on level of access
4
Final Prototype
Create an account and select a plan
Extra: BI Portal User Guide
The business portal has some complex functionality that may require some guidance for new users. As part of the experience, I had previously suggested the use of in-app, real-time guidance, but based on feature prioritization, we needed an interim solution.
I then created the BI Portal User Guide which is automatically emailed to all new users who sign-up and can be downloaded directly from the Portal itself. When I originally made this document, all customers were “Enterprise” customers, so there was no need to specify which features were for which subscription plans, but due to this project we needed to redo the guide.
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I debated making three separate guides for each subscription type, but after discussing with sales, we decided one centralized document would be easier to maintain on our end and potentially sway users to upgrade their plan by seeing features we offer for other subscription types.
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