SAP Partner Finder:
A search workflow redesign that elevated the deal generation by 32%

Responsibility
Driving the end-to-end UX/UI Design and User Research
Collaborators
1 Product Manager, 5 Developers
Duration
January-March 2023 (3 months). Released in June 2023
Tools
Figma, Jira, Mural
What is Partner Finder?

The “match-making” tool that connects potential customers with SAP partners

SAP partners (e.g. Deloitte, EY) contributed to 70% of the SAP deals by reselling or helping customers implement enterprise software — similar to how car dealers operate. Partner Finder is the key platform for customers to identify SAP partners who meet their needs.

Open Partner Finder
Project Overview

Transform the search experience for accurate search results

Since the keyword search often returns wrong SAP partners, I redesigned the search workflow on the homepage to enable users to precisely input their needs to find the right SAP partners.

As the sole designer, I led the design process and collaborated closely with Agile team members to deliver this upgrade in June 2023.

Impact

Higher search accuracy that leads to increased deals generated by Partner Finder 🎉

📊
Increased the number of new deals generation by 32%
130+ new deals originating from Partner Finder in Q3 2023.
🎯
+ 98% search accuracy
Assessed by the percentage of users who viewed the results and contacted SAP partners for a potential deal (increased from 0.55% to 1.09%).
Problem

The app often recommends the wrong SAP partners

From 135 in-app survey responses, users complained that the app often recommends SAP partners who do not meet their search criteria. This has brought the app’s satisfaction score down to 48% and also caused SAP partners to miss potential deals.

Simplified Journey Map

User Interview

Uncover the user pain points with the search

To dive deeper into the survey feedback, I collaborated with my Product Manager to interview 6 business representatives from the customers to identify the main pain points:

✍️
Wish to input multiple requirements
Users have multiple criteria when looking for a SAP partner, and it’s hard to input those into the keyword search. The most common search terms are:
🤯
Difficulty in memorizing SAP software and industry terms
These SAP terms are unfamiliar to new customers. It’s hard for them to recall the exact keyword, and they still type them wrong occasionally.
🎯
Search results: Quality > Quantity
The users prefer to filter their search to a small number of results, eliminating the need to sift through numerous SAP partners to find a match.
🚧
Problem Framing
How might we help users input their search criteria precisely to ensure they receive accurate search results?
Ideation

Explore the interactions to gather users' requirements

After the initial ideation, I reviewed the options with our developers and decided to use filters because they offer predefined options, avoiding the risk of incorrect manual input.

Usability Testing

Debate on the design? Let’s validate both options

As the team debated on the usability of two layouts, I decided to conduct A/B testing to get input from the users. Although I preferred an easy interaction (option A), the users will only pay attention to the filters if we prioritize the filters’ visual prominence (option B).

Internal Feedback

Quick design turn-around during development

One issue arose during development: the content was positioned off-screen, requiring users to scroll down to complete the interaction. In response, I promptly redesigned the layout and collaborated with the developers to implement the fix.

This taught me the importance of simulating various use cases and device sizes during the design validation process, eliminating the risk of last-minute adjustments after handoff.

💫 Final Solution

Highlight 1. Collect multiple requirements from the users for a perfect match

From the search bar to the use of filters, the user can now input multiple search criteria to find SAP partners who fit all aspects of their needs.

Highlight 2. Filters that collect error-free user input

The addition of filters offers predefined options, eliminating the need to memorize intricate SAP terms and reducing errors from manual typing.

Highlight 3. Update of the results number

Since users need to shortlist a dozen relevant SAP partners, the search results numbers are updated as the users input the criteria, allowing users to adjust their requirements to narrow down the best fits.

A detailed handoff with accessibility notes

After finalizing the design, I documented the design specifications to support the implementation. I also annotated accessibility details for keyboard navigation and screen reader users.

Achievement Highlight 🎉

The project's success was featured in the board area because of its strong business impact and a great example of design-led development. As part of the highlight, I got the chance to present the project to the Chief Information Officer of SAP!

Takeaways

🚴
Incremental improvements through iterations
Reflecting on previous iterations, I'm surprised at how different rounds of feedback have driven incremental improvements, culminating in substantial enhancements to the overall design.
🙌
Close collaboration with the developers
This project served as a significant learning experience, particularly in undertaking a search topic that required considerable effort on the back end. Regular communication with our developers was crucial to ensure the feasibility of capturing user input effectively.