Competitive Analysis Framework · CHAPTER 2 OF 6
Competitive analysis foundations
Why Competitor Research Matters
common
features

familiar
workflows

standard
patterns

user
expectations

Because the market already gives direction.
Competitive analysis shows what already exists in the market.
It helps you understand common features, familiar workflows, standard patterns, and user expectations.
So the redesign does not start from assumptions.
It starts with market context.
Because the market already gives direction.
common
features

familiar
workflows

standard
patterns

user
expectations

Competitive analysis shows what already exists in the market.
It helps you understand common features, familiar workflows, standard patterns, and user expectations.
So the redesign does not start from assumptions.
It starts with market context.
The Problem With Most Competitor Research
Competitor research often becomes UI reference collection.
Explain how the product actually works for the user.
Show why users prefer one product over another.
Reveal workflow gaps, feature depth or support dependency.
Most teams only compare:
Colors, Cards, Dashboards, Layouts, Components, Landing pages, Visual style
That does not
That does not
Explain how the product actually works for the user.
Show why users prefer one product over another.
Reveal workflow gaps, feature depth or support dependency.
Competitor research often becomes UI reference collection.
Most teams only compare: Colors, Cards, Dashboards, Layouts, Components, Landing pages, Visual style
That does not
Explain how the product actually works for the user.
Show why users prefer one product over another.
Reveal workflow gaps, feature depth or support dependency.
What Is Competitive Analysis in UI/UX Redesign?
How Competitors Solve Similar Problems
Real competitors
Common features
User expectations
Key workflows
UX patterns
Friction points
Growth opportunities
It helps the redesign team understand:
How Competitors Solve Similar Problems
It helps the redesign team understand:
Real competitors
Common features
User expectations
Key workflows
UX patterns
Friction points
Growth opportunities
There are two types of competitors
to study:
Direct
Competitors


Indirect
Competitors

There are two types of competitors to study:
Direct Competitors


Indirect Competitors

Direct Competitors
Direct competitors are products that solve the same core problem for the same type of users.
They help us understand what users already expect and where the product can stand out..
For example, for a BMR product, other Batch Manufacturing Record software would be direct competitors.

Competitor 1
Competitor 2

Direct Competitors
Direct competitors are products that solve the same core problem for the same type of users.
They help us understand what users already expect and where the product can stand out..
For example, for a BMR product, other Batch Manufacturing Record software would be direct competitors.

Competitor 1
Competitor 2

Indirect Competitors
Indirect competitors are not direct alternatives to your product, but they have one feature or workflow that overlaps with yours.
Example: A BMR product had a warehouse module, so we studied Zoho Inventory for inventory and stock movement flows.
It is not a BMR competitor, but it solves one overlapping workflow well. Making it an indirect competitor.
ZOHO
Inventory
BMR
Indirect Competitors
Indirect competitors are not direct alternatives to your product, but they have one feature or workflow that overlaps with yours.
Example: A BMR product had a warehouse module, so we studied Zoho Inventory for inventory and stock movement flows.
It is not a BMR competitor, but it solves one overlapping workflow well. Making it an indirect competitor.
ZOHO
Inventory
BMR
The goal is to redesign with market awareness.
The goal is not to copy competitors.
The goal is not to copy competitors.
The goal is to redesign with market awareness.
The insights from competitive analysis should directly influence redesign decisions, not just stay inside a research document.

The insights from competitive analysis should directly influence redesign decisions, not just stay inside a research document.

This Step Builds on Industry Research
We do not start competitor research from scratch.
Industry research is the first step in SaaS redesign, where we identify an initial competitor list.
By the time we reach competitive analysis, we understand the industry, users, and workflows better.
This helps us refine the list and study the right competitors in depth.
Competitor 1
Competitor 2
Competitor 3
Competitor 4
Competitor 5

We do not start competitor research from scratch.
Industry research is the first step in SaaS redesign, where we identify an initial competitor list.
By the time we reach competitive analysis, we understand the industry, users, and workflows better.
This helps us refine the list and study the right competitors in depth.
Competitor 1
Competitor 2
Competitor 3
Competitor 4
Competitor 5

Why Competitive Analysis Is Not Optional
Studying the wrong products
Missing market-standard features
Copying weak competitor patterns
Designing flows users find unfamiliar
Missing differentiation opportunities
Building features that are outdated
Reduces the risk of
Competitor research
reduces redesign risk.
This step gives teams a clear direction on what to study, what to avoid, and where the product needs to improve before redesign begins.
It helps the team avoid redesigning in isolation.
Competitor research reduces redesign risk.
This step gives teams a clear direction on what to study, what to avoid, and where the product needs to improve before redesign begins.
It helps the team avoid redesigning in isolation.
Reduces the risk of
Studying the wrong products
Missing market-standard features
Copying weak competitor patterns
Designing flows users find unfamiliar
Missing differentiation opportunities
Building features that are outdated
What Happens If Competitive Analysis Is Skipped
Skipping competitor research makes the redesign weaker.
Repeat solved problems
Miss expected workflows
Design weak dashboards
Add extra steps
Ignore familiar patterns
Miss product gaps
Lose clear positioning
Without competitive analysis, teams may:
Skipping competitor research makes the redesign weaker.
Without competitive analysis, teams may:
Repeat solved problems
Miss expected workflows
Design weak dashboards
Add extra steps
Ignore familiar patterns
Miss product gaps
Lose clear positioning
The Upslide Competitive Analysis Framework
Validate the Competitor Set
1
Compare
Feature Coverage
2
Study Workflow Behaviour
3
Analyze
UX Patterns
4
5
Find Differentiation Opportunities
6
Create Competitor Repository & Summary
The 6-part framework we use before redesigning complex software.
Each step helps turn market context into clearer redesign decisions.
Validate the Competitor Set
Compare Feature Coverage
Study Workflow Behaviour
Analyze UX Patterns
Find Differentiation Opportunities
Create Competitor Repository & Summary
The 6-part framework we use before redesigning complex software.
Each step helps turn market context into clearer redesign decisions.
1
Validate the Competitor Set
2
Compare Feature Coverage
3
Study Workflow Behaviour
4
Analyze UX Patterns
5
Find Differentiation Opportunities
6
Create Competitor Repository & Summary