Competitive Analysis Framework · CHAPTER 2 OF 6

Competitive analysis foundations

Why Competitor Research Matters

common
features

Because the market already gives direction.: common features familiar workflows standardpatterns user expectations

familiar
workflows

Because the market already gives direction.: common features familiar workflows standardpatterns user expectations

standard
patterns

Because the market already gives direction.: common features familiar workflows standardpatterns user expectations

user
expectations

Because the market already gives direction.: common features familiar workflows standardpatterns 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

Because the market already gives direction.: common features familiar workflows standardpatterns user expectations

familiar
workflows

Because the market already gives direction.: common features familiar workflows standardpatterns user expectations

standard
patterns

Because the market already gives direction.: common features familiar workflows standardpatterns user expectations

user
expectations

Because the market already gives direction.: common features familiar workflows standardpatterns user expectations

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

There are two types of competitors to study:: Direct Competitors Indirect Competitors
There are two types of competitors to study:: Direct Competitors Indirect Competitors

Indirect
Competitors

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.

Direct Competitors: Competitor 1 Competitor 2

Competitor 1

Competitor 2

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.

Direct Competitors: Competitor 1 Competitor 2

Competitor 1

Competitor 2

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.

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

Illustration accompanying 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

Illustration accompanying We do not start competitor research from scratch.

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

Illustration accompanying We do not start competitor research from scratch.

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.

  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

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

FRAMEWORK CONTENTS

Competitive Analysis Framework

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