PREPARIS

PREPARIS

Continuity Planning made easy

Continuity Planning made easy

Industry

Industry

B2B SaaS

B2B SaaS

Company Size

Company Size

50-100

50-100

Location

Location

Atlanta

Atlanta

Role

Role

Sr. UX Designer

Sr. UX Designer

80%

80%

Time reduction

updating plans

Time reduction updating plans

50%

50%

Time reduction

creating plans

Time reduction creating plans

6%

6%

New additional growth

85%

85%

System Usability Scale

System Usability Scale

INTRODUCTION

The beginning

The beginning

Seeing our space in the continuity planning market with small to medium sized businesses, we wanted to make continuity planning easy. To do this we needed to understand what that process looks like and how we could bring our ease of use differentiator to the product.

Seeing our space in the continuity planning market with small to medium sized businesses, we wanted to make continuity planning easy. To do this we needed to understand what that process looks like and how we could bring our ease of use differentiator to the product.

Gathering my questions

Gathering my questions

Before conducting any research, I first identify the key questions that I aim to address. I list all my initial questions, then refine them to focus on key themes.

What does their current process look like?

Are they driven by any regulations?

What would be our differentiator?

What’s their biggest obstacles?

How are other products handling these issues?

Gleaning from the masters.

It was crucial for me to grasp how these programs operate and identify key requirements, what better way than talk with the experts.

Understanding the nonexperts.

Understanding the pain points of individuals tasked with completing this assignment, especially those who are not experts in the field.

Analyzing our competitors.

I wanted to analyzing how other companies were solving these problems and find where our competitive edge could be.

"Being able to test early and often throughout the process allowed me to adjust and make corrections where needed while also keeping to the timeline of the initiative. Understanding the users and how they needed a simple yet comprehensive way of creating these plans was a great challenge."

"Being able to test early and often throughout the process allowed me to adjust and make corrections where needed while also keeping to the timeline of the initiative. Understanding the users and how they needed a simple yet comprehensive way of creating these plans was a great challenge."

My Learnings

My Learnings

RESEARCH FINDINGS

Collecting and organizing my findings

Collecting and organizing my findings

Now that my research is complete, I collect all of the notes and any other information that I have and organize them within a FigJam board and then share with the team.

Now that my research is complete, I collect all of the notes and any other information that I have and organize them within a FigJam board and then share with the team.

Things I validated

Things I validated

Often has other responsibilities

Regulations that differ depending on industry

Bigger companies have a dedicated role for continuity planning

There is a need to pass down the work

The need to communicate to upper management

Yearly review cycle

Things I learned

Things I learned

More information gathering which causes delays and confusion

Customers that require regulations to be meet by their own customers

Not understanding exactly what needs to be included in a continuity plan

Approval process varied more by industry than expected

Customers needing to have multiple sources of truth for their data

TEAM MEETING

Bring the team together

Bring the team together

A key part of my process is gathering the team after every round of customer conversations to ensure alignment and create a space where any decisions needing to be made can be discussed openly. Since this position was hybrid, I made it a priority to schedule these meetings in person, allowing us to brainstorm freely, exchange ideas, and sketch out anything needed on the whiteboard.

A key part of my process is gathering the team after every round of customer conversations to ensure alignment and create a space where any decisions needing to be made can be discussed openly. Since this position was hybrid, I made it a priority to schedule these meetings in person, allowing us to brainstorm freely, exchange ideas, and sketch out anything needed on the whiteboard.

USE CASES

Discovering our use cases

Another item that I was able to present to the team were these 3 use cases.

Another item that I was able to present to the team were these 3 use cases.

Overwhelming & Regulated

Overwhelming & Regulated

As a user that is required by the Department of Financial Services to have a bc plan I need help with what's required.

As a user that is required by the Department of Financial Services to have a bc plan I need help with what's required.

Complex & Unorganized

Complex & Unorganized

As a user that keeps my plan in Word and Excel documents, my current process is hard to fully understand, implement, and update.

As a user that keeps my plan in Word and Excel documents, my current process is hard to fully understand, implement, and update.

Funding & Approval

Funding & Approval

As a user I need a way to effectively communicate to obtain leadership approval and funding for disaster response planning.

CHALLENGES

Challenges along the way

Challenges along the way

Providing Flexibility and Ease of Use

It's one thing creating a product with the goal of having the differentiator being ease of use, but balancing that with the need to offer customers the freedom to personalize and customize is a whole different challenge. While working through this challenge clear lines had to be drawn as a product and experience in order for us to keep our differentiator. This took countless hours of research and time talking with trusted partners and customers. In the end I feel like we struck a great balance that provides scalability in the future as well.

Workload

One big challenge that I had to deal with was being the sole designer on a small product team within a smaller company that works fast with multiple projects at the same time. The way that I handled this was one being super organized with my time, files and expectations. Two I like to time box certain parts of the process to allow for quicker iterations as well as it gets feedback into the right hands as quickly as possible. And three I made sure to maintain an open, transparent dialogue with my leader, so I could tap into their expertise and guidance without hesitation.

USABILITY

My Usability Sessions

Here are some key insights into how I ran my usability sessions in this project. I was the full stack designer at fabric.com so I did all my own research and usability sessions. Below tells how I set it up what my structure is and what I do with the results once I complete a round.

Here are some key insights into how I ran my usability sessions in this project. I was the full stack designer at fabric.com so I did all my own research and usability sessions. Below tells how I set it up what my structure is and what I do with the results once I complete a round.

The Setup

I began by thoroughly reviewing all the collected notes and then started my process to document and compile any questions I had or could anticipate. Here is a few examples of some questions that I came up with

The Setup

I began by thoroughly reviewing all the collected notes and then started my process to document and compile any questions I had or could anticipate. Here is a few examples of some questions that I came up with

The Structure

I began by thoroughly reviewing all the collected notes and then started my process to document and compile any questions I had or could anticipate. Here is a few examples of some questions that I came up with

The Structure

I began by thoroughly reviewing all the collected notes and then started my process to document and compile any questions I had or could anticipate. Here is a few examples of some questions that I came up with

The Result

I began by thoroughly reviewing all the collected notes and then started my process to document and compile any questions I had or could anticipate. Here is a few examples of some questions that I came up with

The Result

I began by thoroughly reviewing all the collected notes and then started my process to document and compile any questions I had or could anticipate. Here is a few examples of some questions that I came up with

RESULTS

Results & Learnings

Results & Learnings

Key learning. Ensuring guidance throughout the process to obtain precise and reliable data was just as crucial as delivering an easy to use experience


Key learning. Being organized and intentional with my process is a big thing that helped me out in this project. I need to make sure to keep improving and evolving.

Results. We measured the success of this initiative in several meaningful ways. Our strong relationships with customers and partners allowed us to gather firsthand success stories about their experiences with the new flow. Additionally, by leveraging Fullstory, we tracked key performance metrics that we had set. Moreover, our latest Net Promoter Score reflected a notable improvement, further validating the impact of our efforts

maximilianfeurer@gmail.com - 772.539.1745

maximilianfeurer@gmail.com - 772.539.1745

Copyright © 2025 - All Right Reserved

Copyright © 2025 - All Right Reserved