B2B software is the last unconquered UX frontier – here’s what to do about it

1 Oct 2020

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Gareth Dunlop explains why B2B software can often frustrate users and what companies can do to try provide a better experience.

There is little novel or controversial in the claim that most B2B software offers its users a terrible experience.

It can be characterised by overwhelmingly complex screens, no consideration of flow, and menu systems bolted on top of menu systems.

When delivering training, I often ask class participants about their worst encounters with impenetrable software. The question is often followed by lots of knowing glances between participants who then confirm that it is the software they use every day to do their job. This can include the company intranet, the annual leave booking system, the timesheet system or, most unforgivably of all, a piece of software that has been written specifically for their job role.

There are a number of reasons why this is the case – I list the more common ones below:

The people who buy the software and the people who use the software are often different people

The purchase process is regularly driven by feature requests, technical architecture and price. A purchasing team has been assembled to get the organisation the best bang for their buck and the effectiveness of the software purchased may be given no consideration.

Enterprises by their nature are vast and complex

Particularly for organisations that have grown by merger and acquisition, or those with an eclectic product and service portfolio, the back-end systems that the enterprise runs on may be a patchwork quilt of technologies, databases and integration fudges. The software then has the unenviable task of trying to provide a unified experience to the user, as if the underlying software layers were as one.

Edge cases dominate the interface

Organisations need to prioritise flow and interface elements. But cluttering screens with ‘what ifs’ means the tasks that most users want to fulfil most of the time can be overwhelmed with the tasks that some users want to carry out very occasionally.

It takes a long time for the tech team to know if their software sucks

In the cut-throat world of B2C software, and in particular consumer app stores, designers and developers are connected to the performance of their product in real time. The commercial success of their ventures will be closely aligned with number of downloads, number of first uses and the holy grail – number of users who have become frequent and regular. It therefore becomes almost instantly self-evident if an element of the software requires improvement or doesn’t meet user expectations or needs.

This contrasts starkly with large organisations where feedback loops can be long and cumbersome, requiring many layers of bureaucracy and months of time. Software replacement cycles are managed using a calendar rather than a stopwatch. So, if the enterprise finds itself with poor or frustrating software, it can be years before it finds out about it and years before it can do anything about it.

What can you do about it?

The good news is that UX, or user experience design, has a positive contribution to make against each of these factors, which requires the right software design and procurement process, and the right internal mindset and culture to be effective.

Below I list how mature digital enterprises get this right:

Involve users in the procurement process

Don’t just judge the software for its feature set as part of its assessment, test it also for its usability and usefulness. Ensure usability is a criterion when evaluating options.

Measure software cost in its totality

The cost of software to an enterprise is the licence cost of purchasing the software plus the salary costs of all the staff who use it and the time it takes them to get stuff done. It is this cost which is so often overlooked but which is regularly much greater than purchasing cost.

Work out time taken per task across different units of software and multiply that by the number of times the task is carried out in the business to fully understand the actual cost of the software.

Prioritise ruthlessly

Of course software needs to accommodate edge cases, but it doesn’t need to accommodate them on the same page or flow as the use cases. Be much more ruthless in de-prioritising edge cases and avoid choking the flowers of core user needs with the weeds of edge needs.

Evaluate constantly

Those responsible for software procurement, specification and design need to be in constant communication with those who use software, so that they have a keen sense of how that software performs in the real world. This will help with empathetic and more commercially aware software design, specification and procurement.

A false economy

Users of poor B2C software generally are spoilt for choice and just choose to select a superior competitor. However, users of B2B software often don’t have a choice but to use it. This may give employers the false impression that there is no problem and thus no cost attributed to poor design.

A look under the bonnet, using proper measurement metrics as outlined above, with staff morale and staff time to complete tasks being to the fore, exposes this perspective as the dangerous, short-term and false economy that it is.

Gareth Dunlop runs Fathom, a UX consultancy that helps organisations get the most from their digital products.