When conducting a UX audit of a B2B portal Limitations of B2B UX Audit (Personal Account), it is worth keeping in mind:
1. Features of the audience and business processes
We are talking about:
- specifics of the business audience : users of B2B portals are often professionals with specific needs, which requires a unique pr directors email lists approach to auditing and improving the user experience;
- business process complexity . B2B portals are typically complex systems with extensive business processes, which can create difficulties when analyzing the user interface and interaction;
- increased requirements for confidentiality and data protection . When auditing a B2B portal, it is imperative to keep in mind the confidentiality of data and information.
2. Possible difficulties
Among which:
- the need to take into account the needs and expectations of different users – from managers to operational specialists;
- Difficulty accessing information : In assigning a new curator to crm some cases, access to user behavior data and metrics may be limited, making full analysis and auditing difficult.
3. Existing limitations for conducting an audit
Namely:
- difficulty in assessing ROI due to the variety of metrics and difficulty in determining the impact of improvements on financial gambling data performance;
- limited resources and timeframes for conducting an audit . A full-fledged UX audit will require a lot of time and effort, as well as specialized knowledge.
This leads us to the fact that in order to obtain the most complete and objective result of a UX audit, it is necessary to plan it carefully, allocate a reasonable amount of time and resources.
UX audit of a B2B portal step by step
How to implement a UX audit of a B2B portal step by step?
We, Completo, adhere to the following scheme in our work and recommend that Clients use it:
Step 1: User Interface Evaluation
It is important to carry it out taking into account the possible different roles of users: since employees from different departments and levels of the company may access the portal, it is necessary to ensure that the interface meets the needs of all of them.
For such a comprehensive study you will need:
- Identification of user roles : divide users into groups according to their roles and tasks on the portal. For example, managers, marketers, administrators, etc.;
- Functionality analysis : Explore what features and capabilities are available to each user role. Ensure that everyone has access to the information and tools they need
