With Business Intelligence 3.0, How is User Experience Research Crucial to Client Success?

User Experience Research is extremely crucial to Client Success with Business Intelligence 3.0's advent

What is Business Intelligence 3.0?

Business intelligence has now progressed to the third generation. Just as other technologies moved from client-server configurations to the Web 3.0 and now to mobile devices, the same is true of Business Intelligence 3.0. BI 3.0 is incredibly user-friendly and collaborative, and it can be used on a variety of devices. Users of business intelligence nowadays do not need a master's degree in computer science or data science, nor do they need a strong desire to learn more about data. Business Intelligence 3.0 caters to users of all skill levels and from a wide range of industries.

Collaboration is at the heart of Business Intelligence 3.0, making it suitable for social workgroups. BI 3.0 may create real-time reports on any number of processes instead of monthly, weekly, or daily reports. Simultaneously, Business Intelligence 3.0 supports the capabilities of previous versions. With the popularity of Business Intelligence 3.0, you'll be able to connect to relational databases, multidimensional databases, column-based data warehouses, and tools such as Google AdWords and Analytics, Salesforce.com, Microsoft Excel, and others. Business users can easily explore, collaborate, and understand visual data thanks to BI 3.0, which eliminates the need to learn a complicated technology or involve IT.

How Is User Experience Research Crucial To Client Success?

Now with BI 3.0, you have a new generation of BI tools. These newest tools place a greater emphasis on providing a positive user experience. These tools attempt to provide access to analytics to a broader range of users with varying levels of technical competence and not only about being simple to use.

According to user experience (UX) research, the majority of individuals prefer to access software and the internet through their phones. However, providing BI tools on the devices your clients use isn't enough to ensure customer success. You must also learn how to optimize the value your clients receive from your BI 3.0 tools in order to provide the greatest possible customer experience.

Steps in building a successful client user interface using BI 3.0:

1. User research is the first step:

Understanding your clients and users is the first step. You need to know what they expect from a BI tool, in addition to what they desire and what features would attract new clients. What kinds of objectives are they attempting to achieve? For your customers, what does success look like?

Several distinct UX research approaches may be required for successful BI implementation. For various stages, surveys and focus groups may be the most effective methods. User testing and usability testing may also be required. Interviews with current clients could also provide useful information. Another tool that can help provide visibility throughout all consumer interactions with your brand is client success software.

2. Flexibility in Design:

Distinct firms will require different applications of the BI tool. Not only that, but you may have clients with a variety of users who require distinct features from the product. This necessitates designing the UX with adaptability in mind.

The tool will be more valuable to the consumer if it can be tailored to fit those demands. Depending on the user's expertise, the tool may also require different levels of functionality. Some people may benefit from a more simplified version of the tool, whereas power users may benefit from a more advanced one.

3. Reflect the Reality:

Another aspect of customer success is managing expectations by giving them the exact and real picture. Before ever seeing a demo, customers should have a good idea of what they're getting. Based on the copy you write about the product and the screenshots, a consumer should know what to expect. In addition, the sales personnel should give honest responses to questions and be prepared to explain things.

4. Training that is tailored to the needs of the client:

Another area where UX research abilities will come in handy is in this case. As previously said, different clients will have different requirements. That means you won't be able to build a training programme that fits all clients. You must first comprehend the needs of each individual client before developing programmes to fulfil their specific objectives.

This isn't to say that you can't create universal resources to deal with common problems. Another aspect of establishing customer success is having FAQs and "how to" materials. You simply need to go above and beyond generic resources to provide training assets and courses that may be tailored to the client's specific requirements.

You should rely on your user research to design plans for particular clients and assist them in getting the most out of their BI tools. The more you can help your clients create with your products, the more reliant they will become. This is a significant reason why customer success is such a big deal for organizations that sell products like BI software.