UX Audit

Fill your product backlog with quick wins by conducting a UX Audit to improve user engagement, reduce onboarding friction, and position your B2B SaaS product to scale.

Goals

  • Identify product user experience opportunities
  • Address usability pain points
  • Identify hindrances to growth
  • Discover conversion rate optimization and user engagement quick wins
  • Understand starting points for discovery and design work

Process

Our UX audit engagements typically last 3-4 weeks. Here’s an overview of our process:

Kickoff and Knowledge Transfer

We start each UX audit engagement by sending your team a knowledge transfer checklist. We’ll review background information, then meet with your team to discuss product and UX audit goals.

UX/UI Review

With your team’s goals and product challenges in mind, our team of Product Strategy and UX/UI Design experts will provide a screen recording of our first time walking through your product or website, then capture an annotated screen by screen teardown of your app user experience to identify usability and product opportunities.

Opportunity Analysis

Building on our screen by screen teardown, we’ll tag product opportunities by theme and level of effort to facilitate backlog prioritization.

Present Takeaways

Building on our screen by screen teardown, we’ll tag product opportunities by theme and level of effort to facilitate backlog prioritization.

Collaborate

Depending on your team’s goals and needs, we’re available to support UX/UI Design or Product Management follow up work as requested. Check out our Product Strategy and UX/UI Design services for more information.

Key Deliverables

Our typical UX audit includes the following deliverables plus a virtual meeting to discuss takeaways and next steps.

  1. Screen by screen teardown
  2. Stakeholder Interviews
  3. Screen recording of our first impressions walking through your app or website
  4. Key product/UX opportunities summary including quick wins and larger opportunities
  5. Heatmap and session recording analysis
  6. Unmoderated user testing (when applicable)
  7. Competitor analysis for additional insights and opportunities
  8. Virtual meeting to review takeaways together
  9. Prioritization discussion and next steps recommendations

Want to gain even more insights on product / UX opportunities?

Add a small track of user research and/or customer feedback analysis tailored to your product team’s needs and stage of growth.

For example, we can conduct a small bath of unmoderated user tests, work with your team to implement and analyze user session recordings, and collaborate with your internal team to review and improve existing customer feedback processes.

If you’re a SaaS startup, looking for ongoing advising and support a UX audit can transition smoothly into a weekly Product Strategy engagement that includes a weekly working session and follow up support to use as desired by your team for user research, Agile coaching, or UX/UI design.

Learn more: A comprehensive Guide to User-centered design

Packages

Below are two examples of UX Audit packages our team offers. Schedule a call with our team to learn more about how we can tailor UX audits to your team’s exact needs.

Full Service UX Audit

Our full service UX Audit package includes unmoderated user testing, heatmap, and session recording analysis and a high level competitor UX review in addition to our core UX review teardown, opportunity analysis, and 1-2 design concepts.

Timeline

Week 1
  • Knowledge Transfer, Kickoff, Planning
  • Prepare + Launch 5-10 User Tests
Week 2
  • Competitor High-Level UX Review
  • Heatmap + Session Recording Analysis
Week 2-3
  • User Testing Review + Analysis
  • Detailed UX Review
Week 3-4
  • 1-2 Design Concepts Highlighting Quick Wins
Week 4
  • Final Touches, Presentation Meeting, Prioritization Discussion

Mini UX Audit

Our mini UX Audit focuses on a UX review teardown, an opportunity analysis, and 1-2 wireframe design concepts. It does not include user research or competitor analysis.

Timeline

Week 1
  • Knowledge Transfer, Kickoff, Planning
  • Prepare + Launch 5-10 User Tests
Week 1-2
  • Detailed UX Review
Week 2-3
  • 1-2 Design Concepts Highlighting Quick Wins
Week 3
  • Final Touches, Presentation Meeting, Prioritized Discussion

After seeing the initial UX audit results, it was clear the Scenic West team had a great understanding of the product UI/UX and provided in-depth knowledge of the B2B SaaS product strategy. It was a no-brainer to expand our relationship with ongoing product strategy and product management from the team. We’ve saved so much time in our product planning and prioritization of tasks because of Scenic West and can focus on the long-term vision of the product with more clarity.

Jack Phan
Chief Marketing Officer at AirDeck
Related content