2972 Westheimer Rd. Santa Ana, Illinois 85486

2972 Westheimer Rd. Santa Ana, Illinois 85486

2972 Westheimer Rd. Santa Ana, Illinois 85486

Balance UX needs, business goals, and tech constraints
Balance UX needs, business goals, and tech constraints

Wouldn’t it be great if designers could design exactly what users need, developers could build exactly what we design, and we we could ship exactly what we envisioned?

We all know that happens 0% of the time. Designing a great product means balancing user needs with business goals and stakeholder expectations, a delicate dance that runs throughout the product design process.

Wouldn't it be great if designers could design exactly what the user needs, developers could develop the exact designs, and we'd be all be on our merry way?

A great example of balancing user and business needs can be found in my Renewal Pipeline case study. The project was nearly scrapped due to shifting product priorities, but the qualitative research I led confirmed just how valuable these updates would be for our users. So, I heard “no” as “not a yes yet.”

Instead of taking an all-or-nothing approach, I broke the work into bite-sized pieces and prioritized the highest-impact updates first. Over the next few months, we used available time at the end of our two-week sprints to design and ship the updates incrementally. The result was a major upgrade to a feature our users relied on multiple times a day, simplifying their renewal process and helping them retain more clients. We still delivered what users needed, but adapted how we got there to fit the business reality.

We all know, this scenario happens 0% of the time. Just as we must meet users' needs and expectations, we almost equally need to keep the business and stakeholders' needs and expectations front of mind. This leads to a delicate dance of strategic balance through the product design process.


A great example of a time when I creatively maintained user and business balance can be found in my Renewal Pipeline case study. The project was almost entirely scratched due to shifting product priorities, but the qualitative research I led confirmed how valuable the updates would be for our users daily. I heard "No" as a "Not a Yes Yet".


Instead of an all-or-nothing approach, I broke the work up into bite-sized pieces, prioritizing updates with the biggest impact for our users first. I then utilized a little bit of time at the end of our 2-week sprints for a few months, barring any higher priority work that needed more time. With this approach, we were able to achieve the same result. As a feature used multiple times a day by our users, we provided a huge experience upgrade, simplifying their sales renewal process, and helping them retain more clients. I just had to get a little creative to get there.

Before

After

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Upcoming Renewals

27

P (60 Days) C (60 days)

Joe Sandville

P Homeowners

Exp: May 1, 2025

098273827329

$2,500

$2,700

8%

Hanna Anderson

C Business Owners

Exp: May 1, 2024

098273827329

$1,520

$1,657

9%

Sam Adams

P Personal Auto

Exp: May 1, 2024

098273827329

$1,000

$1,170

17%

Harry Hama

C Commercial Auto

Exp: May 1, 2024

098273827329

$2,500

$2,625

5%

Harry Hama

C Commercial Auto

Exp: May 1, 2024

098273827329

$720

$785

9%

Above 10% Increase

2

Dana Sanderson

P Homeowners

Exp: May 1, 2024

098273827329

$2,000

$2,280

14%

Nancy Jones

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,750

20%

CANCELED

10% or Less Incease

4

Dan Honaroa

C Rental

Exp: May 1, 2025

098273827329

$960

$1,027

7%

Bri Samish

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,000

1%

Taryn Anderson

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,475

7%

Taryn Anderson

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,475

9%

Working

3

Dave Kariak

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,750

15%

Jenny M Sniper

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,750

7%

CANCELED

Brian Werner

P Homeowners

Exp: May 1, 2024

098273827329

$795

$867

9%

Reviewing

2

Joe Sandville

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$1,100

9%

Kevin Swanson

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,750

11%

Complete

14

Joe Sandville

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,750

9%

Maria Roerich

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,750

9%

Jenny M Sniper

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,750

18%

CANCELED

Taryn Anderson

P Homeowners

Exp: May 1, 2024

098273827329

$2,500

$2,475

1%

Hanna Anderson

C Business Owners

Exp: May 1, 2024

098273827329

$2,500

$2,750

9%

Wouldn't it be great if designers could design exactly what the user needs, developers could develop the exact designs, and we'd be all be on our merry way?

We all know, this scenario happens 0% of the time. Just as we must meet users' needs and expectations, we equally need to keep the business and stakeholders' needs and expectations front of mind. This leads to a delicate dance of balance through the product design process.


A great example of a time when I creatively maintained user and business balance can be found in my Renewal Pipeline case study. The project was almost entirely scratched due to shifting product priorities, but the qualitative research I led confirmed how valuable the updates would be for our users daily. So, I heard "No" as a "Not a Yes Yet".


Instead of an all-or-nothing approach, I broke the work up into bite-sized pieces, with updates providing the biggest impact for our users prioritized first. I then fit these updates in to the end of our 2-week sprints for a few months. You can see the before and after below, and click the link above for all project details.

Before

After