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Based on the test findings, the following recommendations are proposed to improve the product’s usability:
Design changes
[Task/feature]: revise [UI component, workflow, etc.] to streamline the user journey and reduce time on task.
[Task/feature]: clarify instructions on [specific screen/interaction] to improve success rates.
Quick wins
Minor adjustments to [insert feature or task] that can be implemented without major development effort.
Long-term recommendations
Consider a more comprehensive redesign of [specific user journey], especially focusing on [insert issue]Remove the claim profile screen upon login for PRMs, as it is irrelevant to their partner type.
Change the landing screen for SPOs, replacing the Loans section with a more relevant option for their role.
Implement a unified user interface for SCs and SPOs to eliminate the use of the Legacy UI.
Revise and rename features on the PRMs dashboard to reflect their specific roles and responsibilities.
Update dashboard terminology to better align with partner roles, such as replacing "Add Aggregator" with "Add BRM/PRM."
Quick wins
Reevaluate the success and failure screen messages to ensure they clearly communicate the intended message and remove any unnecessary screens.
Long-term recommendations
Streamline the approval stages involved in onboarding BRMs/PRMs to improve efficiency.
Consider using a different provider for liveness and face verification, as the current provider, Metamap, requires users to turn their heads during the process.
Conclusion
Summary
The usability test revealed indicated that while the product performs adequately in most areas, there are specific pain points related to [specific feature]. By focusing on these areas, we can significantly improve the Sales Network Tools effectively support partners in managing their networks, several pain points need attention. These include lengthy processes, such as onboarding business owners, approval flows for BRM/PRM onboarding, concerns about the visibility of network performance, and frequent downtimes during critical tasks. Addressing these challenges will lead to significant improvements in the overall user experience.
Next Steps
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