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Solve real-world challenges with User Research

User research is essential for understanding needs, behaviors, and pain points. Intelligaia uncovers deep user insights through persona mapping, journey analysis, usability testing, and data-driven feedback—ensuring intuitive, user-centered design solutions that drive business success.
User Research Workshop mapped end-to-end user journeys, uncovering pain points, gaps, and opportunities in the current process. Key insights included growth potential through upselling, churn risk mitigation based on usage patterns, and optimizing primary vs. secondary tasks. By analyzing user collaboration and workflows, the workshop provided a strategic foundation for improving experience, engagement, and business outcomes.
User research across account executives, business operations, billing, and product teams revealed fragmented tools, missing analytics, and unclear customer insights. The lack of growth, upsell, and churn prediction frameworks led to inefficient targeting and gaps in understanding the Ideal Customer Profile (ICP).

Organizing the Clutter Into a Clear Vision

Just like turning a messy filing cabinet into an organized system, we transformed scattered spreadsheets and conversations into actionable insights, paving the way for impactful design decisions.

User interviews uncover major and minor challenges, enabling human-centered design. As the foundation of product design and development, user research ensures better outcomes and higher user adoption.

Decode Customer Needs Through Conversations

To address the inefficiencies and pain points faced by Account Executives (AEs), we began with comprehensive user research. We conducted user interviews to uncover AEs' key challenges, such as fragmented tools, manual data tracking, and inefficient customer segmentation. Insights were mapped into the Jobs-to-Be-Done (JTBD) framework to inform streamlined solutions.

User research goes beyond numbers—open-ended interviews reveal key insights and anecdotes that shape transformative design. In this image, growth segment users were interviewed, leading to a design hypothesis for a simple alert system that notifies major events like usage thresholds, enabling upsell opportunities and stronger customer relationships.

Understand Customers Beyond the Numbers

Research revealed needs for dashboards, real-time alerts, and comparative tools.

Real-World Application

Book of Business

The proposed new UX/UI tested with AEs emphasizes their ability to delegate manual tasks and focus on strategic activities.

The new design, informed by user research and design workshops, helps sales teams compare feature impact across different customers. These insights enable sales to educate customers, enhance productivity, and build trust—driving contract renewals and long-term engagement.
A design concept identified growth customers by analyzing usage spikes, enabling sales AEs to convert them into strategic customers. These strategic customers drive higher engagement, long-term revenue, and valuable insights that shape future business growth.

Iterative

Approach

Workshop Goals Achieved

Quickly test the viability of a new product idea, validate the concept and gather feedback from potential customers.

Account Executives could focus efforts on high-priority customers, such as upsell opportunities, and mitigate churn risks effectively.

Companies entering new markets can quickly test product offerings and gather feedback from potential customers in the new market.

Real-time alerts and comparative analytics empowered AEs to act on customer trends and insights more efficiently.

Quickly validate business ideas and test the feasibility of new product concepts.

Improved customer satisfaction and enabled proactive communication tailored to customer needs.

The team did an exceptional job in delivering all the requirements on time

Docusign Sales Team

Docusign

Partner with Intelligaia to Innovate

"MVP in a Week" workshop rapidly prototypes minimum viable products through agile design sprints, delivering innovative solutions that inspire partnerships—click Contact Us to start your transformation.
customer journey mapping workshop captures detailed user stories and pain points, crafting a future state journey map that acts as the North Star for transformational design—partner with us by clicking Contact Us.
user research workshop, featuring Jobs-to-be-Done analysis, uncovers key user tasks to tailor innovative design strategies—empowering your business to achieve breakthrough solutions; click Contact Us to collaborate.
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