Once the processes for identifying prospects and converting them into customers are in place, it’s time to
map UI- and UX-specific workflows for normal customer activities such as managing the checkout process,
operating user dashboards, paying invoices, reordering and asking for staff assistance. It’s important to
automate and simplify every process so that users enjoy a friendly, simplified website experience. That’s
why it’s critical to get outside opinions on these processes to confirm whether they’re as intuitive as
planned. This is the part of the design process where assigning tasks to customer or stakeholder
dashboards is done, apps are integrated and existing processes are improved.
Best practices in this phase of development include performing tests, split-testing and other finalizing
and proactive tasks to find how the improvements work on various kinds of devices and how easy it is for
stakeholders to engage with the company and its resources. Each process should be well-designed, automatic
and as easy or easier to perform than those of company competitors, so planners should research similar
B2B operations.