First Principles of SaaS UX · CHAPTER 7 OF 7

Applying the principles

Final Takeaway

Good SaaS UX Is Understanding Data

Complex software becomes easier to design when we understand: Data, Users, Actions, Information, Workflows

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This foundation helps create software that is easier to use, easier to navigate, and aligned with real user needs.

Good SaaS UX Is Understanding Data: Data Users Information Workflows
Good SaaS UX Is Understanding Data: Data Users Information Workflows

Data

Good SaaS UX Is Understanding Data: Data Users Information Workflows

Users

Good SaaS UX Is Understanding Data: Data Users Information Workflows

Information

Workflows

Good SaaS UX Is Understanding Data

Complex software becomes easier to design when we understand: Data, Users, Actions, Information, Workflows

This foundation helps create software that is easier to use, easier to navigate, and aligned with real user needs.

Good SaaS UX Is Understanding Data: Data Users Information Workflows

Data

Good SaaS UX Is Understanding Data: Data Users Information Workflows

Users

Good SaaS UX Is Understanding Data: Data Users Information Workflows

Information

Workflows

Checklist

The Final Check Before moving to next process

If the answer is no for even one or if there is even the tiniest bit ambiguity, the team should not proceed. Fill the business-context gaps before making design decisions.

Illustration accompanying The Final Check Before moving to next process

What data exists in the software?

Who uses this data and why?

What actions depend on this data?

What information does each user need?

What should each user see and access?

What should appear first?

What can be revealed later?

What workflows depend on each other?

Have you understood:

Have you understood:

  • What data exists in the software?

  • Who uses this data and why?

  • What actions depend on this data?

  • What information does each user need?

  • What should each user see and access?

  • What should appear first?

  • What can be revealed later?

  • What workflows depend on each other?

Have you understood:

The Final Check Before moving to next process

If the answer is no for even one or if there is even the tiniest bit ambiguity, the team should not proceed. Fill the business-context gaps before making design decisions.

What data exists in the software?

Who uses this data and why?

What actions depend on this data?

What information does each user need?

What should each user see and access?

What should appear first?

What can be revealed later?

What workflows depend on each other?

Illustration accompanying The Final Check Before moving to next process

How Upslide Uses This in Real Projects

Turning Complex Workflows Into Simple Experiences

Turning Complex Workflows Into Simple Experiences: User roles and responsibilities Data relationships and dependencies Information requirements Workflow challenges Before Designing Solutions

User roles and responsibilities

Turning Complex Workflows Into Simple Experiences: User roles and responsibilities Data relationships and dependencies Information requirements Workflow challenges Before Designing Solutions

Data relationships and dependencies

Turning Complex Workflows Into Simple Experiences: User roles and responsibilities Data relationships and dependencies Information requirements Workflow challenges Before Designing Solutions

Information requirements

Workflow challenges

Before Designing Solutions

At Upslide, we use these principles to understand:

Turning Complex Workflows Into Simple Experiences

At Upslide, we use these principles to understand:

Turning Complex Workflows Into Simple Experiences: User roles and responsibilities Data relationships and dependencies Information requirements Workflow challenges Before Designing Solutions

User roles and responsibilities

Turning Complex Workflows Into Simple Experiences: User roles and responsibilities Data relationships and dependencies Information requirements Workflow challenges Before Designing Solutions

Data relationships and dependencies

Turning Complex Workflows Into Simple Experiences: User roles and responsibilities Data relationships and dependencies Information requirements Workflow challenges Before Designing Solutions

Information requirements

Workflow challenges

Before Designing Solutions

After Data principles, our process continues with

After Data principles, our process continues with: Information architecture Wireframes UI concepts Final UI design

Information architecture

After Data principles, our process continues with: Information architecture Wireframes UI concepts Final UI design

Wireframes

After Data principles, our process continues with: Information architecture Wireframes UI concepts Final UI design

UI concepts

After Data principles, our process continues with: Information architecture Wireframes UI concepts Final UI design

Final UI design

After Data principles, our process continues with

After Data principles, our process continues with: Information architecture Wireframes UI concepts Final UI design

Information architecture

After Data principles, our process continues with: Information architecture Wireframes UI concepts Final UI design

Wireframes

After Data principles, our process continues with: Information architecture Wireframes UI concepts Final UI design

UI concepts

After Data principles, our process continues with: Information architecture Wireframes UI concepts Final UI design

Final UI design

Before changing the interface, understand what is really slowing users down.

Planning to redesign B2B SaaS & Enterprise Software ?

Planning to redesign B2B SaaS & Enterprise Software ?

Before changing the interface, understand what is really slowing users down.

LET’S PUT IT INTO PRACTICE

Ready to improve your SaaS product?

Work with Upslide to uncover UX gaps, simplify complex workflows, and create a product your users can navigate with confidence.

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