Our research needed to answer several questions: Who are the users of this system? What are their goals and tasks across the entire suite? How can we present these diverse products in a unified, consistent, and easy-to-use solution for all these users and goals?
To answer these questions, we conducted a series of Think Sessions™ with iPipeline focusing on their existing UI, as well as their understanding of users and goals. We covered our whiteboards with workflow diagrams and sketches, many drawn by iPipeline themselves (we love when that happens).
Next, we interviewed several of iPipeline’s customers. We asked questions and learned important details about their workflow habits that would inform the design of the new UI. We found out what parts of the current applications they use most, what they love, and what they would change about iPipeline’s products.