Agreed, a B2B SaaS company, created a revolutionary app that streamlines idea management, democratizes ideation, and unlocks decision-making for organizations. It allows employees to bring profitable initiatives from the bottom up and provides a proven process and software to move work along between meetings, resulting in more predictable wins. With Agreed, organizations have a centralized repository of ideas that can be organized and prioritized for quick evaluation and implementation.
Agreed, as a SaaS company, recognized the importance of providing a great user experience to their customers. They noticed that some of their users were struggling with the application's complexity and were having trouble finding what they need quickly. This led to a poor user experience and ultimately resulted in lost customers. To address this problem, I partnered with Agreed to implement design thinking methodologies in their process. During this process it was discovered that onboarding is a critical stage in the user journey, especially for B2B SaaS company where complex software requires significant investment of time and resources. Agreed, had a high churn rate in the first three months after sign-up due to a complicated onboarding process. I was tasked with redesigning the information architecture, navigation, onboarding, UI to reduce churn and increase customer satisfaction.
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During my time working with Agreed I wanted to help them make a bold statement in a crowded space. Have the UI invoke color and contrast into normally bland enterprise software. Have it feel fun and inviting since collaboration should entice those feelings in a company, but also have it look professional.
The founders of Agreed were already successful as a trusted voice in the consulting world for training and implementing the principles of Agreed software in organizations. But it’s difficult to take those principles and position them as a software. We needed to create something that was flexible since its purpose is to be used org wide. I helped Agreed architect a framework for the software that was based on roles and seats that could be used no matter the size or shape of the company.
I set up “Workspaces” and “Groups” to create an organizational structure to house the smallest ideas in a sprouting start-up to housing the initiatives of the Fortune 500. We did this by introducing a set of user permissions and access to the projects in each organization. Users are assigned a seat and a role by the organization admin. A user can have either a viewer or a maker seat, which is combined with an admin, member, or guest role.
And finally, I reimagined the onboarding to guide the user to onboarding their team and creating their first idea.
