Why traditional UI and dashboard are limited?

No one seems to have figured that out how to effectively scale their UI with their customer base.

We’ve spoken to ~1,000 SaaS providers, founders, and PMs in the last 1.5 years, and the crux of the problem is figuring out a single UI that fits all their customers’ needs.

We’re also hitting similar issues at Upsolve AI where we struggle to come up with the right user flow that works for every user persona.

Attempted Solutions

There are a bunch of attempted solutions, but all of them miss something:

• Great product design

  • This is probably the best option, but is incredibly hard to do well. Even when the product is well designed to minimise “user error”, some users will choose a more creative usage path, which will lead them to lots of clicks and confusion.

• Guided UI walkthroughs

  • Heavy-handed with lots of steps, most of which are not relevant to the current user

• Docs

  • Require investment from the user, upkeep from the team, and are best suited for dev tools where reading docs is expected by the users

• Video walkthroughs

  • Hard to make and keep updated, and hard for an end user to search through

• Support / customer success

  • This works, but it’s expensive (especially to do well), and you need a certain scale to justify it

• Community & forum

  • A community takes time to build, but indeed this is a really great option for very complex products

Hyper-Personalized and Adaptive UIs and Dashboards

Which is what led us to think about…

• Dynamic, hyper-personalized UI

  • Imagine a UI that adapts to the user’s role, context, and preferences. E.g. for a sales they see individual metrics, for CFO they see high-level C Suite metrics. This is what we’re experimenting with now, to see if it solves the above problems, and eventually make standard and static solutions redundant.

At Upsolve AI, our goal is to make our customers’ dashboards actually useful for their end users. And we are experimenting with whether LLMs can help us deliver an experience tailored to a user’s persona.

We worked with our beta customers on this feature and it seems to work well! Users put in their role and we fetch the relevant charts and data for their persona. With some tweaking, the experience’s actually been hyper-personalized to the user, with very minimal hallucination. At target, I imagine we could use the user’s profile and cookies to do something like this on the fly instead of asking for input upfront.

If hyper-personalized UIs and dashboards are something you would like to enable in your SaaS platform, reach out! We would love to make that a reality for you. 🚀