Ops & Dashboard Audit — Find Workarounds

About this Service

The clearest sign your software is failing isn't a complaint. It's a spreadsheet open next to it.

Somebody keeps one because the dashboard can't answer the question they're asked every morning. Somebody else exports to CSV, sorts it in Excel, pastes the result back. A third person rebuilds the same filter by hand every Monday because the tool forgets it.

None of them will raise a ticket. They adapted. The workaround became the process, the process became training, and new hires now learn the workaround as if it were the product.

That's where your real requirements live.

In one week you get them found, named and costed.

I don't run interviews about what people would like. I sit beside the people who use the tool daily and watch what they actually do — a full shift, not a demo. Then I audit the interface against that record: navigation and IA, dashboard hierarchy, tables, filters and saved views, bulk actions, permissions, search, exports, alert noise, and the module handoffs where work falls out of the system.

Deliverables:

— Every workaround documented, with the reason behind it

— Time cost per workaround, per person, per week

— Ranked fix list, ordered by hours recovered

— A removal list: screens, metrics and alerts nobody uses

— Written audit plus a 60-minute walkthrough

Typical engagements: B2B SaaS dashboard audit, admin and back-office UX, operations tooling, CRM usability review, internal tools, data table and reporting UX, workflow and approval systems, legacy enterprise modernisation.

Design and engineering sit in one team at U1CORE, so every fix is specified in a form developers can build from.

From $1,200
Concepts and revisions: 1 concept, 1 revision
Project Duration: 1 week
Ben Simmons — B2B SaaS & Dashboard Product Design
Barcelona, Spain Responds within a day 7 Services available