Existing limitations for conducting an audit

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3.
Namely:

difficulty in assessing ROI due to the variety of metrics and difficulty in determining the impact of improvements on financial performance;
limited resources and timeframes for conducting an audit . A full-fledged UX audit will require a lot of time and effort, as well as specialized knowledge.
This leads us to the fact that in order to obtain the most complete and objective result of a UX audit, it is necessary to plan it carefully, allocate a reasonable amount of time and resources.

UX audit of a B2B portal step by step
How to implement a UX audit of a B2B portal step by step?

We, Completo, adhere to the following scheme in our work and recommend that Clients use it:

Step 1: User Interface Evaluation
It is important to carry it out taking into account the possible different roles of users: since employees from different departments and levels of the company may access the portal, it is necessary to ensure that the interface meets the needs of all of them.

For such a comprehensive study you will need:

Identification of user roles : divide users into groups according uk consumer email list to their roles and tasks on the portal. For example, managers, marketers, administrators, etc.;
Functionality analysis : Explore what features and capabilities are available to each user role. Ensure that everyone has access to the information and tools they need;
functionality.jpg

An example of such analysis for one of our Clients. Image from the author's archive

Navigation evaluation : check how easy it is for users with different roles to navigate the portal and make sure that the navigation is logical and intuitive for all of them;
Check data availability : Make sure that each user role has access to the necessary information, databases, reports, and other information that it may need to do its job;
Process optimization : Explore the workflows of all types of users and optimize them to make tasks easier and improve productivity.
This way you will take a step towards creating a truly convenient and functional portal for all its users, and not just one role.