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How should a B2B SaaS product design data tables, filters and saved views?

A B2B SaaS team can decide what filters, saved views, columns, paging and row actions should do by filling in one specification worksheet per table, then testing each decision with a short acceptance check.

Startups and B2B SaaS
Other

How does a large company check a design agency’s accessibility capability before a major redesign?

Before a major redesign, ask every design agency for the same accessibility evidence: the standard in writing, annotated designs, past reviews and testing with disabled people. This guide gives a scoring sheet and statement-of-work terms.

Enterprise UX and research
Other

How to read design agency reviews: a worksheet for startup founders

Stars tell a founder less than they seem to. This guide shows what review platforms verify, why agencies' review profiles lean positive, and how to turn each review into a worksheet row and a question.

Startups and B2B SaaS
Other

How should a B2B SaaS product design its notifications?

A B2B SaaS team can decide what to send, where, how often and who may switch it off by building a notification inventory, sorting events into four urgency tiers and measuring noise per event type.

Startups and B2B SaaS
Other

Is your design agency on track? A week-four check for startup founders

Three to six weeks into a design agency engagement, a founder can still change course. This guide gives a scorecard, a checkpoint agenda and the levers for resetting or ending the work.

Startups and B2B SaaS
Other

How should an enterprise write an RFP for a product design agency?

For product, design and procurement leads at large companies: when to use an RFI, RFP or paid discovery, what the RFP should contain and ask for, and how to score agency responses fairly with a weighted rubric.

Enterprise UX and research
Other

How should a B2B SaaS product design roles and permissions?

Admin and Member no longer fit, and support keeps making people Admin. A role model, a readable permission matrix, no-access states, safe role changes and an audit trail for a B2B SaaS product.

Startups and B2B SaaS
Other

What should a startup founder check in a design agency contract?

The pitch was strong, but the contract decides who owns the Figma files. A clause-by-clause checklist for founders on ownership, acceptance, changes, payment and early exit. Not legal advice.

Startups and B2B SaaS
Other

How do large companies get a design agency through security review without stalling the redesign?

Kickoff slips six weeks because a studio got a questionnaire written for software vendors. How to match a design agency’s security review to what it will touch, with a tier table and an onboarding plan.

Enterprise UX and research
Other

How do you restructure the navigation of a B2B SaaS platform that outgrew its menu?

Modules, roles and integrations were added one at a time and the menu stopped holding. An audit sheet, a structure decision table and a staged rollout plan for restructuring B2B SaaS navigation.

Startups and B2B SaaS
Other

How can a non-designer judge a design agency’s work?

Three portfolios all look good, and taste cannot separate them. Checks a founder who is not a designer can run on a case study and a first Figma file, with a scoring sheet and five walkthrough questions.

Startups and B2B SaaS
Fintech

How should a payments company design merchant onboarding and KYB?

A merchant stuck at “Additional information required” with payouts paused. What KYB collects and why, how to stage it, how to show status, and the path when the owner is not the person filling in the form.

Fintech and banking

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