Navigating boundaries : Scaling an Enterprise SaaS solution
Empowering interior designers worldwide with Canvas (Interior project management tool)

Introduction

This project reflects our effort to revolutionize interior project management. Focused on enhancing the Canvas platform's functionality and user experience, our goal was to empower designers with intuitive tools and streamlined workflows. Through rigorous research, collaborative ideation, and meticulous execution, we achieved significant milestones, including a remarkable 64% increase in conversions.

For better context, let's start with a brief understanding of the company and Canvas - its need and features.

About Livspace

Livspace is Asia’s largest and fastest-growing omni-channel for everything home - ranging from home interiors, renovation, home services, furniture and many more. Using its proprietary technology, Livspace provides a one-stop solution for homeowners—from design to managed last mile fulfilment for all rooms in a home. The platform has organised a fragmented industry, bringing together designers, brands, manufacturers and contractors to enable an eCommerce-like trusted and predictable experience.

Livspace currently serves 40 metro and non-metro cities in India. It also serves in Singapore , Malaysia and recently launched in KSA. Livspace has delivered 50k+ homes, completed 13k+ services and sold 100k+ products.

What is Canvas?

As part of Livspace's commitment to delivering exceptional experiences, we developed Canvas, a dedicated project management tool designed specifically for interior projects.

With Canvas, users can efficiently track leads, create and manage proposals and quotes, handle payment requests and orders, and oversee project timelines. The tool also encompasses additional functionalities such as internal chat, help and support, files and folders management, catalog integration, purchase order tracking, and escalations.‍

Broad product areas of Canvas
Canvas serves as a centralized platform for interior designers and their managers, providing comprehensive features and functionalities to streamline interior project management.

Livspace began expanding from few cities in India to Singapore, Malaysia and KSA. Canvas users grew from Livspace designers to external designers in studios and independent professionals.

Challenges and Objectives

When Canvas was initially developed, Livspace operated solely in India, and the tool had limited features. However, as Livspace expanded to new geographies, including Singapore, Malaysia, and KSA, new challenges and requirements emerged. The tool faced issues related to usability, visual design, broken workflows, and scalability.

Recognizing the need for adaptability across different geographies

Simultaneously, the user base of Canvas, Livspace's project management tool, experienced substantial growth. Initially, Canvas was exclusively used by interior designers employed at Livspace. As part of the expansion, Livspace also began collaboration with external design professionals, to include designers working in various design studios, firms, and independent designers.

Need for a seamless experience across broader user base

These factors posed new challenges and requirements. As Canvas usage expanded to new geographies and external design partners, usability, visual design, workflow complexities, and scalability became critical aspects to address.

The initial challenges and scope of the project involved not only improving usability, visual design, and broken workflows but also addressing the specific requirements of multiple geographies and accommodating the needs of design partners. It required a comprehensive approach to enhance the user experience, establish consistent and predictable workflows, create an enhanced UI, and ensure scalability and modularity to suit different segment needs.

Objectives

The primary objective was to enhance the overall user experience of Canvas, addressing the challenges and limitations identified during its initial usage. The project aimed to create a seamless experience for interior designers, managers, and design partners across different geographies. The objectives include:

  • Simplifying and streamlining workflows to improve usability and productivity.
  • Enhancing the visual design and aesthetics of Canvas for a more engaging experience.
  • Developing modular designs to cater to the diverse needs of different user segments.
  • Ensuring integration and interoperability with other systems to enable seamless data flow and process alignment.
  • Leveraging a new design system to establish consistency, efficiency, and future scalability.

In the subsequent sections, we will explore the journey undertaken to address these challenges and achieve the project objectives. We will delve into the user research conducted, design approaches implemented, and the impact of transforming Canvas into an enterprise-grade SaaS solution for interior project management across multiple geographies.

Research and Analysis

Unlocking user insights, our journey through research.

Throughout this project, conducting research played a pivotal role in gaining insights and informing our design decisions. We embarked on a comprehensive research journey to understand the current state of Canvas across India, Singapore, and Malaysia, with the aim of capturing the perspectives of existing users and external design partners.

Understanding the current state of our product

To begin, our primary objective was to gather feedback from current users of Canvas within Livspace. We wanted to understand how they perceived the platform, what their primary use cases were, and their experiences with using Canvas in their interior projects. We also sought to gain insights into the tools they used alongside Canvas and what features or functionalities they found more favorable in those tools. Additionally, we were curious to know if users engaged with the Canvas mobile app and how it fit into their design workflows.

Some of the survey questions asked to designers

To achieve these goals, we designed a comprehensive survey tailored to the target audience of designers in India, Singapore, and Malaysia. The survey was distributed to all relevant designers, enabling us to gather a wide range of perspectives and feedback. The responses we received were analyzed and synthesized, forming the basis of a detailed report. This report presented key insights, identified probable reasons behind certain user perceptions, and proposed potential solutions to address any identified challenges.

Report from the survey results
Key Findings
  • Designers want to use Canvas mobile app with improved features
  • Performance and stability is one of the main areas of improvement towards making Canvas more useful
  • Adoption challenges : New users need a lot of training and motivation levers to increase adoption
  • Product acceptance and satisfaction is high in India. Designers in regions with more feature launches and higher adoption/usage have higher product satisfaction, meaning productivity might increase post adoption barrier.
  • Adoption of Canvas in India is very high. Designers use Canvas every working day.The adoption of Canvas for every working day usage in Singapore is 70%, followed by Malaysia at 41%

Understanding external user and business needs

We collaborated with Livspace's business and product stakeholders to gain insights into their future vision and priorities. This alignment ensured that our research efforts contributed to Livspace's strategic growth. Discussions centered on research objectives, focus areas, and desired outcomes, as well as key metrics for measuring success. Dependencies and risks were also identified to guide the research process effectively.

Building upon our research with existing users, we then shifted our focus to understanding the perspectives of external design partners. Our objective was to collect their feedback on Canvas, uncovering preferences and needs. We also gauged their openness to using Canvas for their projects beyond Livspace. A tailored survey was crafted to capture design partners' insights effectively.

Some of the results from the survey sent to design partners

Using insights from user and partner surveys, we conducted in-depth interviews to explore their challenges and needs. These interviews provided valuable insights into user and partner perspectives, enriching our understanding of their requirements.

User interview data into groups

Process breakdown from research

Based on our research with external design partners, we identified a typical process flow that they follow for interior projects. The breakdown of this process includes lead allocation, lead conversion, quote creation, project booking, design phase (including renders and drawings), order placement, and final execution (production, installation, and handover). This flowchart provides a clear overview of the steps involved in their project management journey.

Typical lifecycle of a designer project

By visualizing this process flow through a comprehensive and intuitive flowchart, we gain a holistic understanding of the project management journey, identify potential bottlenecks, and streamline their workflows for enhanced efficiency and client satisfaction.

User Personas

One of the key outputs of our research and synthesis process is the creation of user personas. These personas are fictional characters that represent the different segments of our target users. By creating these personas, we were able to better understand the needs and motivations of our users, which helped us to develop a product that meets their needs and expectations.

User persona 1
User persona 2
User persona 3
User persona 4

These personas served as a reference point throughout the product development process, guiding our decisions and ensuring that our solutions are relevant and effective.

User Adoption Chasm

During our research, we encountered a significant user adoption challenge, particularly in the SEA region, comprising Singapore and Malaysia. This chasm represents the gap between the initial introduction of the Canvas platform and the users' willingness to fully embrace and integrate it into their daily workflows. It became evident that overcoming this chasm was crucial for the success and widespread adoption of Canvas in these regions.

User adoption challenges

One of the primary challenges we faced was existing biases among users, leading to two distinct user profiles. The first profile included new designers who were hesitant to adopt a new tool like Canvas, fearing it would add more work to their already demanding schedules. Convincing them of the platform's value was crucial in bridging the adoption barrier.

The second profile consisted of users who had previously been dissatisfied with Canvas. Rebuilding their trust and addressing their concerns became critical in facilitating their adoption of the platform.

To bridge the adoption, we focused on demonstrating the value and benefits of Canvas, rebuilding trust among discontented users, and streamlining processes. Our aim was to create an environment where users could confidently embrace the platform as a valuable tool that simplifies their interior design project management processes.

Creating the architecture

Building a solid foundation: Organizing content and designing navigation for seamless user experience.

To enhance Canvas's usability, we prioritized improving its information architecture and navigation. Our goal was to organize the platform's content logically, making it intuitive for users to find what they need effortlessly.

We redesigned the information architecture based on user mental models, ensuring a clear and hierarchical structure. This involved simplifying and reorganizing the menu to categorize features logically, reducing cognitive load for users.

Restructured sitemap

We ensured consistent and intuitive navigation patterns across the platform. This entailed clear labels, logical grouping of features, and contextual cues to guide users effectively. Additionally, a robust search function was implemented for quick access to information and features.

Our aim in enhancing Canvas's information architecture and navigation was to streamline user workflows, reduce frustration, and boost user satisfaction. We strived to create a user-friendly platform that allows seamless navigation, enabling users to focus on their design projects without struggling to find information or features.

Streamlining Module Workflows and Navigation

After creating the overall sitemap for Canvas, we delved into defining the structure and flows for each module, ensuring consistency across the platform.

When tackling specific modules, for example "Quotes," we carefully restructured the layout and created user flows and navigation paths that remained consistent with the overall platform. Our aim was to develop predictable and intuitive workflows that would empower users to navigate seamlessly between different modules

Example of 'Quotes' flow

Our goal was to decrease cognitive load for users by maintaining a consistent structure and navigation framework. This approach facilitated a smoother learning curve for new users and ensured easy access to functionalities across modules.

We prioritized creating familiarity and predictability within the Canvas platform to boost user confidence in navigation. Thoughtful information architecture and clear navigation flows aimed to enhance user productivity, reduce confusion, and promote a positive experience throughout Canvas.

Key design aspects

Crafting user-centric designs through thoughtful ideation and iterative testing.

During the design phase, we focused on translating the research and architecture into a visually appealing and user-friendly interface. This involved making key design decisions that reflected the needs and preferences of our target audience.

Visual design : Hive design system

Around same time as part of the broader UX project at Livspace, we undertook the task of developing a robust design system, named the Hive Design System. This initiative aimed at unifying the visual language and user experience across all internal platforms, including Canvas. Drawing insights from Canvas and other internal tools, we prioritized scalability, modularity, and efficiency in crafting the design system.

Screenshot of some of the design system elements

With a focus on addressing diverse use cases, we implemented scalable modular design patterns within the Hive Design System. These patterns offered a flexible framework adaptable to various functionalities and user interactions. By emphasizing modular components and layouts, we empowered the Livspace team to customize interfaces while maintaining a consistent visual language.

We optimized the system's components and patterns for the typical workflows and functionality found in SaaS applications, ensuring seamless integration with Canvas and other internal tools at Livspace.

Check out the entire project on how we built this design system 👇

Page layouts : Enhancing consistency and predictability

Creating Consistent UI Page Layouts :
To ensure a cohesive and harmonious user experience across Livspace's internal platforms, including Canvas and other SaaS tools, we prioritized the creation of consistent UI page layouts. These layouts served as a blueprint for structuring and organizing content, navigation, and interactive elements within each screen. By establishing a consistent visual hierarchy and information architecture, we aimed to reduce cognitive load and provide users with a sense of familiarity and ease of use.

Leveraging Standard Layouts in the Industry :
To further enhance user familiarity and predictability, we drew inspiration from standard layouts commonly employed in the SaaS industry. These layouts typically feature a top global header that houses branding elements, primary navigation, and user account information. Additionally, a side navigation panel provides easy access to key features and sections. By adopting these industry-standard layouts, Livspace's internal platforms offered a sense of familiarity to users, minimizing the learning curve and enabling efficient navigation.

Some of the page layouts used across the platform
Improved usability
By following established industry standards, users could quickly understand the layout and navigation patterns, reducing the time required to accomplish tasks and increasing overall usability.
Streamlined Workflows
The consistent page layouts facilitated streamlined workflows, as users could rely on familiar placements of elements and interactions, leading to increased efficiency and productivity.
Scalability and Adaptability
The standardized page layouts provided a scalable foundation, enabling seamless integration of new features and modules into the existing ecosystem. This adaptability allowed for future growth and evolution of Livspace's internal platforms.

Enhancing communication: Empowering users and driving adoption

Effective communication between a platform and its users is a critical aspect that impacts usability, adoption, awareness, and overall user experience. We recognized the significance of implementing a robust communication system to facilitate seamless interactions and ensure users are informed, engaged, and empowered. By strategically employing various communication methods, we aimed to reduce user frustration, enhance user education, increase feature awareness, and drive user adoption.

Broad message types and their viable channels

Messages can be delivered in many ways and by different mediums. Different stakeholders in the company want to deliver different kinds of messages. Creating a structured scale for different types of messages helped us organize and prioritize our messages.

Dialog/Modal : We used dialogs for dedicated actions that require the user's full attention, such as confirmation prompts or critical alerts.

Dialog for user confirmation

We also used these for new feature announcements: Leveraged to introduce and educate users about new platform features, ensuring they are aware of the latest enhancements and functionalities.

Announcing a new feature

Platform-wide Banners : Deployed to communicate important global messages, such as system maintenance notifications or payment reminders, ensuring users are promptly informed about any disruptions or updates.

Banner for informing users about system-wide updates

Callouts : Highlighted important features, actions, or updates, drawing users' attention and encouraging their engagement.
Snackbars and toasts : Utilized for brief and non-intrusive messages, providing real-time feedback, alerts, or notifications without interrupting the user's workflow.

Callout brings user attention to important information, toast provides update on initiated activity

Tooltips and popovers : Employed to offer contextual guidance and information, enabling users to understand specific functionalities or actions within the platform.

Tooltip and popvers
Reduced User Frustration
Clear and timely communication helped users understand system status, errors, or required actions, minimizing frustration and confusion during their interactions with the platform.
User Education and Empowerment
Effective communication components, such as tooltips and callouts, offered guidance and explanations, empowering users to make informed decisions and utilize the platform's capabilities optimally.
Feature Awareness and Adoption
Thoughtful messaging, including new feature announcements, increased users' awareness of the platform's capabilities, encouraging exploration and adoption of new functionalities.
Improved Task Success Rates
Well-designed communication systems guided users through complex processes, reducing errors and increasing task success rates.

Designing for on-the-go : Canvas mobile app

We recognized the need to design an experience for users who are constantly on the move and may not always have access to their desktops or laptops. To address this, we introduced the Canvas mobile app, a companion tool that seamlessly integrates with the desktop platform. This mobile app was designed to empower users to perform simple tasks, receive updates, and stay connected, even when they are away from their primary workstations.

Updates and Notifications

Users can receive real-time updates and notifications about project activities, new tasks, messages, and collaboration requests. This ensures that users are always aware of the latest developments and can respond promptly, even when they are away from their desks.

Quick workflows and actions

The mobile app enables users to perform quick and essential actions, such as approving designs, responding to client queries, and making minor edits to project details. These streamlined actions empower users to keep projects moving forward, regardless of their location.

Seamless Collaboration

The mobile app facilitates seamless collaboration by allowing users to view project files, leave comments, and engage in discussions with team members and clients. This promotes efficient communication and ensures that everyone stays on the same page, even when they are not physically present in the office.

The Canvas mobile app seamlessly integrates essential features, enhancing user experience and productivity across devices. By integrating on-the-go features into the mobile app while maintaining desktop-centric workflows, we aimed to strike a balance between mobility and comprehensive functionality, without compromising productivity.

Guided decision-making : Smart suggestions

Smart suggestions aim to enhance user efficiency by providing intelligent recommendations and suggestions at strategic points in the workflow.

One prominent example of this functionality is observed in the Quote tool, where the platform intuitively suggests relevant items based on the project type, streamlining the quoting process for users. For instance, for a renovation project, the system may suggest adding services like demolition or deep cleaning. This not only expedites the quoting process but also ensures that users consider all relevant elements for a comprehensive quote.

Quote recommendations based on the project type
Time efficiency
Users can expedite their workflows by leveraging intelligent suggestions, reducing the time spent on decision-making.
Comprehensive decision making
Smart Suggestions ensure users consider all relevant aspects, contributing to more comprehensive and accurate project planning.
User empowerment
By offering relevant recommendations, the platform empowers users to make informed decisions, even in complex workflows.

Better catalouging

Unified SKU Variants : Previously, different variants of the same product were displayed as separate SKUs, leading to confusion and inefficiency. In response, we implemented a restructuring strategy, grouping all variants of a product under a single SKU. For instance, various wall painting options, such as different painting types and paint qualities, are now presented as cohesive variants under a unified SKU.

Similar SKUs combined as SKU variants with detailed item information

Each product now comes with a comprehensive description, clearly stating what is included and what is not. This approach enhances user understanding, eliminating ambiguity and fostering better decision-making.
By unifying SKU variants and providing detailed product information, Canvas ensures that designers and clients alike can navigate the catalog more efficiently, make informed decisions, and create projects with greater clarity and confidence.

Integration and Interoperability

Canvas seamlessly connects with other systems, creating a cohesive workflow for users. This strategic integration enhances efficiency and ensures that Canvas operates as an interoperable hub within the broader ecosystem.

interconnected and cohesive workflow
Streamlined Workflows
Integration with external systems, including API support, streamlines workflows, reducing manual data entry and minimizing the risk of errors.
Real-time Accuracy
Real-time communication with other platforms ensures that all project stakeholders are working with the most current and accurate information.
Bulk Efficiency
Bulk data handling capabilities enhance efficiency, allowing users to manage large volumes of information swiftly and effectively.
Collaborative Compatibility
Versatile file format compatibility, coupled with API support, ensuring that Canvas seamlessly fits into diverse technology ecosystems.

Results and Impact

Measuring the impact of enhancements and improvements on Canvas

Usage metrics

Increased engagement :
Since the project implementation, we've observed a significant increase in platform engagement. The number of active users has grown by approximately 34%, with a corresponding rise in sessions and projects. Canvas mobile app also saw a spike in usage, major factor being the introduction of push and in-app notifications leading to higher user engagement.

Canvas app usage metrics

More users started using the catalog. We observed a rise in catalog searches and product views, possibly attributable to the improvements made in product discovery and clear product details.

Improvement in catalog usage

Operational efficiency : UMUX

We used UX scorecards to assess the overall usability of the product and to track usability over time.

The task-level metrics demonstrated improvements in success rates, completion times, and ease of usage across various workflows. Given below are results from one such project - Booked quote.

Task success  (Effectiveness) : There was a significant improvement of around 50% in task success. Users were now able to complete most of the steps across various tasks.
Task completion times (Efficiency) : We also observed reduction in task completion which will now act as a baseline score for comparing time taken on tasks in subsequent usability tests.
Single Ease Questionnaire (ease of use) : All the tasks received an excellent average rating of around  ⭐️4.5 in terms of ease of completing the tasks.

Task level metrics from one of the 'Booked Quote' workflows

We received an excellent score for System Usability Scale (satisfaction) - 77.74 and UMUX Lite score - 84.38

The higher SUS score implies a more user-friendly interface and enhanced user acceptance. The elevated UMUX Lite score indicates an improved user experience and heightened usability.

User feedback

Users have expressed their satisfaction through positive feedback. Users now find it more useful and use it more frequently.

One of the user survey results before and after the changes

We gathered additional user feedback to understand their main Canvas uses, suggestions for improvement, typical quote creation time, and identify any existing gaps.

Some of the user feedbacks

Conversion metrics

The impact on project and quote conversions is evident, with a spike increase of approximately 64% in conversion rates in one month. The time taken for converting the shared quotes to booked also reduced significantly. While the changes to Canvas might not be the only reason for this improvement but this positive trend signifies the effectiveness of the project in improving the overall project and quote lifecycle.

The number of products added to quotes from the catalog also went up. This can be attributed to catalog enhancements as users can now explore the catalog more easily, make better choices, and create projects with clearer and more confident decisions.

Business impact

Cost optimization : The project has successfully contributed to general cost optimization efforts, enhancing operational efficiency without compromising quality. While specific financial figures remain confidential, the positive impact on cost-related metrics is evident.

Increase in revenue : A general overview of the positive influence on revenue can be noted, reflecting an increase in revenue-related metrics without disclosing specific monetary details.

Learnings

Navigating the design journey : Embracing key learnings from this project

Project learnings

This project provided valuable insights into the power of user-centered design and data-driven decision-making in creating a scalable, user-friendly, and impactful solution that supports business growth and drives operational efficiency. Here's a summary of the key learnings :

User-Centered Design
is essential
By prioritizing user needs and conducting thorough user research, the team was able to identify the root causes of usability issues and develop solutions that genuinely addressed user pain points. This resulted in a significant improvement in user satisfaction and productivity.
Data-Driven Design
leads to better outcomes
Analyzing user data and competitive benchmarks provided valuable insights into effective design patterns and best practices. This data-driven approach guided our design decisions and ensured that the revamped Canvas aligned with industry standards and user expectations.
Consistent Design Patterns
enhance usability
Establishing a set of consistent and repetitive design patterns throughout the application created a unified user experience. This consistency reduced cognitive load, improved learnability, and made it easier for users to navigate and find the information they needed.
Scalability
is crucial for long-term growth
By designing a scalable architecture, we ensured that Canvas could accommodate Livspace's future growth and expansion into new geographies and market segments. This proactive approach prevented potential scalability issues down the line.
Modular Design
enables customization
Creating modular designs allowed us to tailor Canvas to the specific needs of different user segments and teams. This flexibility ensured that the tool could effectively support the diverse workflows and requirements of Livspace's global operations.
Integration and Interoperability
fosters collaboration and efficiency
Integrating Canvas with other Livspace systems broke down silos and facilitated seamless data exchange and collaboration across departments. This integration streamlined processes, improved communication, and enhanced overall productivity.
Personal learnings

Through the process of revamping the Canvas project management tool, I gained valuable personal and professional insights that have shaped my approach to design and problem-solving. Here are some key personal learnings from this project:

Effective Communication is key
Clear and consistent communication with stakeholders, team members, and users is crucial for the success of any design project. Open communication channels enabled the team to gather feedback, address concerns, and ensure that everyone was aligned on project goals and objectives.
Empathy and Understanding matter
Designing for a global audience requires empathy and understanding of different cultures, preferences, and user expectations. Stepping into the shoes of users from diverse backgrounds helped create a more inclusive and user-friendly experience.
Data-Driven Decisions are powerful
User research and data analysis provide invaluable insights into user behavior, preferences, and pain points. By leveraging data, the team was able to make informed design decisions that genuinely addressed user needs and improved the overall user experience.
Continuous Iteration is essential
Design is an iterative process that requires continuous refinement and improvement. Gathering feedback, testing prototypes, and analyzing usage data enabled the team to identify areas for improvement and make ongoing adjustments to enhance Canvas's usability and effectiveness.
Creating Impact is rewarding
Witnessing the positive impact of the team's design work on the lives and work of users was a deeply rewarding experience. Knowing that the efforts contributed to improving efficiency, productivity, and overall user satisfaction was a source of great motivation.
Collaboration and Teamwork are crucial
Design is a collaborative endeavor that requires the input and expertise of diverse perspectives. Working closely with stakeholders, team members, and users allowed the team to harness collective knowledge and create a solution that met the needs of all parties involved.

This project has also provided me with invaluable insights into the intricacies of enterprise and SaaS design. By delving into the specific needs and challenges of a global organization like Livspace, I gained a deeper appreciation for the importance of scalability, modularity, and integration in enterprise-level design. Additionally, the project's emphasis on user-centered design and data-driven decision-making has reinforced my understanding of the critical role these principles play in creating successful SaaS products.

Working on this project has equipped me with the knowledge and skills necessary to navigate the complexities of enterprise and SaaS design, enabling me to approach future projects with greater confidence and expertise.

Thank you! 🙂

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