I'm currently working for a SaaS B2B project in a specific niche, and this is my first experience of a kind.
On of my first toughts is to have a consistente user experience throughout the customer journey with the company:
- The brand name and colors that remit to what the software does (and all of its collaterals - business cards, template presentations, folders, etc.)
- The company web page with its call to actions specific for a certain point in the customer journey, sending specific messages during these points.
- The software UI itself
At the end, a consistent UX depends on consistency on these points, and that is recognized if we look at Salesforce, Box, Workday or other top successfull SaaS B2B companies.
My doubts on this topic is related to the process of building this consistency in defined and sequential steps. I'm an UX developer, not a designer, and wish to know how to estabilish a formal and consitent process to build what I call "The company user experience" - the 3 steps above. Consider that I will be working with different people, some of then third party, to make this work. Consider also that I have several sprints on the product development cycle.
So, I would think of something like:
a) Define company goals and history b) Build the Logo and Collaterals c) Define the product stories (what is it for, problem solved, customer stories) d) Define customer buying journey e) Build the website f) Define the product UI Libraries (Web and Mobile) g) Develop product sprints (UI + Business Logic) h) Go back to (c) and start over
Thinking that way, I'am having too many doubts on how to make it work. Examples:
- Should I really start with the Logo?
- Should I first do (a), (c) and (d) before going to development of Logo, website and UI Library?
- Can I develop the website in parallel of the UI Libraries, or should serially ?
- How to handle different people on different steps?
- Are there any important steps missing?
My final goal is an structured process to follow in order to be build these whole tasks.