# User Testing - Dashboard Key Takeaways

Here are some of the key takeaways from each of the user interviews based on the User Dashboard.

## Norman

- Legal engineer at Raise
- Main motivation is to help speed up due diligence when fundraising
- Uses the platform daily

#### Enjoys a bright, clean dashboard
> [It] looks really user friendly and really bright

#### Investment Funds need involved design
> [The dashboard] caters to all users apart from investment funds

#### Product Tour is Great
> Process has been simplified and is accurate[...] Has a simpler flow, has less steps and much more to the point.

#### Mobile Responsiveness
> [Ideal dashboard would be...] Mobile responsive, one that [I] can access through phone... [and] Very few steps to get set-up on onboarding.

#### Onboarding is a Priority
> [I want to...] Help companies set up quickly [...] get companies from onboarding to deal room easily.

#### Seamless Navigation between Companies is Needed
When asked "What frustrates you about the current dashboard?"

> Having to go back to the first page [user dashboard] to look for another company

This user seemed happy with the updated navigation (both the dropdown profile menu + company page and overview on dashboard)

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## Ben

- Ben is a Scrum Master at Raise
- Platform gives him an opportunity to interact with the data available for the founders and investments made available by the investors and writes tests to simulate user experience
- Uses 1-2x/day

#### Likes New Dashboard
> Overview of new features and companies is very clear for founders

#### Product Tour is Informative
> One can easily understand how to use the platform

#### Ideal Dashboard
> A user dashboard is ideal if one has an overview of everything they manage like:
> - Companies they manage
> - Their shareholdings
> - Upcoming payments

#### Quick Access to Companies is req.
> Click and directly access the companies that they have clicked

#### Navigation is Difficult
> There is no clear difference between user dashboard and company dashboard. Navigating between user and company dashboard is hard.

> It is confusing. One cannot go back to the company dashboard once they are in the user dashboard.

#### Tour Catalogue
> [New tour is] really helpful but have a button to take you back to the tours in case you are stuck.

#### Create Company Wizard
> UI is very nice and welcoming and quite simple

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## Sam

- Sam is the Customer Success Lead at Raise
- Her motivation is having users have an easy user experience when shifting from one stage to another.
- She uses the platform frequently everyday ... but most time spent in the deal room (post cap table verification)

#### Product Tour seems clear
> Product tours are clear and will easily help users to move along the platform.

> Appreciates that the design team has thought about the user experience and that users can do a lot of things on their end alone.

> Reduces time in betweeen stages from onboarding to submitting captable for review.

> Very engaging... Words used are simple and useful to the user.

#### Product Tour Catalogue
> Can one go back to the product tours once they forget a step?

> Can we have a help desk?

#### Feature Requests
> Create + Manage your profile

> View all managing companies

#### Reminders/Notifications for Founders/Users
> e.g Reminding founders that they still need to build their cap table/submit it for review

> What edits have been done in their accounts if they have invited their team members to edit certain things in their account

#### Company Management requires Work (Search Functionality)
Shouldn't be so hard to find and manage a company. Search functionality + list (order A-Z) would be really useful

> Search bar please!

#### New Navigation feels better
> It is simpler... It is a lot more easier than current dashboard.

#### Create Company Wizard is Good
> Has detailed explanation on what to fill in
>
>Likes the detailed description in every step
>
>Likes the idea of adding co-founders at the begining of the sign-up process and not later
>
>Likes the price plans at the sign-up process making one aware of what they want to pay for

#### Pagenation of Company/List Pages
> Can lawyers have their list of companies paginated instead of them scrolling all the way down?

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## Ozi

- Ozi is in the Marketing and Sales team at Raise.
- Creates content and extracts contents from the platform that goes out to our social media platforms and also finds new clients as well as explains to clients how to use the platform
- Uses the platform 1-3x/week

#### New Dashboard is Clear & Simple
> Likes the fact that the content is direct... Understands what is being communicated immediately... Call to action is clear
>
> Shows everything clearly in one page

#### Product Tour = Easy + Cool
> She was able to know more about the platform as soon as she came on board

#### Create a Company Feature
> Seems like an essential action to take on the dashboard

#### Dashboard Action Expectations
> All potential actions from deal room to portfolio to editing my information

#### Customised Investments for Investors
This should hopefully be catered for during the Discover section of the Deal Room page (+Find Deals Wizard)

#### Valuation Overview + Growth for Company Dashboard
> Showing founders progress of their valuations

#### Platform feels very plain
> Use more Raise colours and increse branding presence on the platform

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## Marvin

- Marvin is the CEO at Raise.
- Supports the team to execute on a daily basis across all teams
- Uses the platform when trying to find product market fit... a single place for companies to do transcations
- Uses onboard account to do demos and explain to customers how the Raise platform works
- Trusts the market will come from businesses and law firms - onboard companies themselves and refer companies to be onboarded
- Uses the platform 1-2x/day (for an hour or 2)

#### Portfolio Page Needs Rework
> We don't need a graph... this page should feel more like a wallet... more interactive

> Make it feel like a trust wallet... Have multiple currencies one can view in

#### Edit Profile w/o Edit Page
> Ed peakman should be able to change name and photo instantly without having to go to another page to do so

#### Law Firms Don't Use Shareholdings

#### Product Tour Catalogue
> Very nice and straight to the point... Product tours shuld be acessbile throughout the whole time

#### Help/Support Section or Button
> Help support button - open articles in the blog, video links...

#### Add Referals
> Refer people or companies

#### Dashboard too Static
> Dashboard should be fun, interactive, educational and collaborative...

> It is going down the road of a pretty visualisation tool ... It is till a data entry system... One cannot simulate their investments... It is not fun and interactive

#### Required or Expected Actions/Information/Components
- Create a company
- Refer companies
- Invite companies
- View my portfolio and shareholdings
- Manage all their companies in one place
- Investing in new deals
- Simulate investments in the dashboard - for investors to play around with the companies they are investing in.
- Make investments/commitments

#### Help Button in Nav Bar/Side Nav

#### Company Referals
> Allow founders to refer other companies to the platform... able to see invites sent out, resend email, would like to be notified that emails have gone out

#### Simulator Button

#### Create Company Wizard

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## Rushabh

- Rushabh is a Software Developer and works mostly on the front-end.
- As an engineer, be able to manage all the stuff from data rooms to reports.
- Uses the platform everyday (mostly in Company > Fundraising)

#### New Dashboard is Clear & Actionable
> It is clearer and broken down, not too much information hitting the user

> Gives the user various options of what to do and where to go based on the user group

#### Could be more clear for non-founders
> Not clear where an investor should go after being invited... or other roles

#### Product Tour Catalogue
> They should be able to go back to it ... Have a button on the side saying take the tour again

#### Ideal Dashboard Features
> - View companies they manage
> - View + manage shareholdings + total value
> - View + manage Deals (atm not viewable...)
> - View recent activity (by company!) + clickable content (takes them to right area)

#### Old Dashboard is Confusing and Unnavigable
> Very confusing and one does not know where to go...

#### Recent Activity Feature
> Should be organised by company...

> Timeline is confusing and doesn't seem to help much...

#### Collapsable Portoflio graph
> Graph is too big... [Should] be able to open and close the graph

#### Portfolio feartures
> - Ability to see how much dry powder they have left and how much is left per fund
> - Be able to see portfolio per fund
> - Performance should be per fund

#### Product Tour
> Need to reword the opening modal + slides
> - "Create Company" should be "Add Company"
> - Bullet points prefered to paras
> - Have a "Back" button + "Take Tour Again"

#### Video Tour in Grow Package

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## Joseph

- Joseph is a Legal Fellow.
- His motivation is to do due diligence.
- Uses platform ~25x/week
- Spends 80% of time on user dashboard

#### Positive Dashboard
> Phemomenal... More intuitive than the current one + it has a comprehensive summary...

#### Recent Activity would be useful
> e.g Person X signed SAFE or Invested $X in Company Y

#### Competitors + News
> A section of any competing companies that one has invested in..
> + Add a section of news across the continent

#### Performance of Shareholdings
Perhaps a brief indication of how each shareholding is performing within their portfolio...

#### Tailored Notification Centre
- Founders
- Deal Room Activity
- Verification Requirements
- Ownership Updates + Commitments
- Actions (Sign doc, upload SAFE, etc)
- Investors
- Shareholding Updates + Changes
- Dilutions
- Ecosystem activity + "Deals you might Like"
- Deal Room notifications
- Lawyers
- Legal Changes + Cap Table updates
- Regulatory updates (e.g bulleting)

#### Companies page needs search function
> Finding companies is a challenge

#### About Raise in Side Nav
> Give context to Raise + platform features and goals

#### Portfolio + Company Categorisation
> Split portfolio/companies into industries for example tech, medtech, fintech

#### Create Company Wizard 👍
> Straight forward and easy to use

#### Dark & Light Mode 🌓

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## Rose

- Rose is a Legal Fellow
- Uses the platform for onboarding purposes
- Uses the platform 3-4x/week, spending a decent amount of this time on the user dashboard

#### Dashboard is beatiful, spacious, and navigable
> It looks nice, beautiful and designs are more appealing. It is not too crowded

> It has a proper summary of what a user needs

#### Product Tour felt Informative + Directional
> Very simple and self-explanatory

#### Dashboard should be intuitive and simple

#### For Company Dashboard
> Most important features:
> - Cap table
> - Fundraising
> - Simulator
> - Members

#### Dashboard needs to be faster
> Delays work and unable to work on other things

#### Portfolio Graph felt Odd
> Graph is a bit confusing - why was it put there?

#### Create Company Wizards
> Make it clear you are onboarding a company ...
> Maybe change some of the language...

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## Nia

- Nia is a Legal Fellow.
- Her main motivation when using the platform is to update captables.
- Spends 1-2x/week (30m-1h) on the platform

#### New Dashboard looks clean & clear
> - Looks better, has a better flow compared to the current dashboard
> - It is simple [...] Looks cleaner

#### Product Tour Frequency
> It is very engaging and guides the user on what actions to take.
>
>It is a good touch but does it pop up every single time? [...] Prevents the user from stumbling around the platform

#### Simple, Personal Dashboards 👍
> Not too junky... Straight to the point
>
> Maybe a bit of personalisation, e.g Welcome back [Name]

#### Some things for each users attention
- Founders
- Finances
- Investors they have
- How far along in the journey are they especially in fundraising
- Investors
- Target goals in the companies they have invested in
- Amount of money put in in that company’s goal
- All the companies they have invested in currently and previously
- Lawyers
- Overview of the most recent documents uploaded of the companies you are attached to
- Anything a Founder or Investor might have flagged that requires legal attention or action

#### Company Section needs Search Bar
> Finding a company is hard, it is tedious, no search bar thus making it unable to search for a company

#### "Help" Section in Side Nav
> FAQs, videos that breakdown certain features, takes you back to Product Tours, link to contact Customer Success Lead - Intercom

#### Investment Graph is Visually Engaging
> Graph is a good touch, gives a good overview and it is engaging.

- Could this update for each investment they click on?

#### Create Company Wizard 👍
> Likes that it shows the companies one is already attached to... Nice and simple... Highlights the main actions to take

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# Most Common Takeaways

#### Bright, Clean Dashboard

#### Product Tour
> Process has been simplified and is accurate[…] Has a simpler flow, has less steps and much more to the point.

But, could also use some work on the language + back/"take tour again button"

#### Product Tour Catalogue/Help/Support Centre

Perhaps end the tour with a "You can find more here"...

#### Mobile Responsiveness

Make sure the designs cater for mobile screens

#### Make Sure the Navigation is Clear

> There is no clear difference between user dashboard and company dashboard. Navigating between user and company dashboard is hard

#### Customised Reminders (Company Based)

Making sure people are aware of what company they are looking at and what has changed

#### Smart Notifications

e.g "You still haven't completed your Cap Table for Company X, click here to fill this out now"

- Founders
- Deal Room Activity
- Verification Requirements
- Ownership Updates + Commitments
- Actions (Sign doc, upload SAFE, etc)
- Investors
- Shareholding Updates + Changes
- Dilutions
- Ecosystem activity + “Deals you might Like”
- Deal Room notifications
- Lawyers
- Legal Changes + Cap Table updates
- Regulatory updates (e.g bulleting)

#### Pagenation of Company Page

> Can lawyers have their list of companies paginated instead of them scrolling all the way down?

#### No Need for Personal Account Page

#### Make Portfolio feel more like a wallet (crypto)

> Make it feel like a trust wallet… Have multiple currencies one can view in

> Graph is too big… [Should] be able to open and close the graph

#### Referals

What is the point of this tool? What does it achieve?

> Allow founders to refer other companies to the platform… able to see invites sent out, resend email, would like to be notified that emails have gone out

#### Dashboard is too static

It is going down the road of a pretty visualisation tool … It is till a data entry system… One cannot simulate their investments… It is not fun and interactive

#### Key Actions

- Create a company
- Refer companies
- Invite companies
- View my portfolio and shareholdings
- Manage all their companies in one place
- Investing in new deals
- Simulate investments in the dashboard - for investors to play around with the companies they are investing in.
- Make investments/commitments

#### Portfolio per Fund

> - Ability to see how much dry powder they have left and how much is left per fund
> - Be able to see portfolio per fund
> - Performance should be per fund

#### Recent Business News across Africa

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# Shee's Notes

- How did you find the interviews?
- They were pretty easy and straightforward... however people were getting confused with the components. There was also a decent amount of confusion between the user dashboard and the company dashboard...
- What were the most common pieces of feedback?
- Most common feedback was that everyone wanted something straightforward, clean, and to the point (apart from Marvin).
- Everyone really liked the product tours, but they also really wanted to go back to them...
- Also there was some confusion with the company wizard... is it coming in during the sign up
- How do you think we can change the design?
- Neat, clean, and straight to the point
- Can't think of any changes...
- However, on the side bar,
- Feedback on the Wizard
- Need to chat to Marvin about wizard...
- A little bit of confusion around what information is required
- CAC or CR-12 etc will have to be a REactive design because each location has different docs
- Follow up with Ozi re colours
- Specify any dropdown menus