Eque2

  • Financial Services
Picture of several buildings being built that illustrates the area of work of Glue's client Eque2, construction management software provider
What we did

Elevating two core business management platform experiences

12

12 core features across two business-critical platforms tackled.

186

186 pain points were observed and detailed through meticulous research methods.

52

Achieving 52 business-to-business user interviews over the engagement.

Overview

Eque2, a top provider of business management/ERP software in the construction, contracting, and house-building industries in the UK, partnered with us to elevate the user experience on two of their core platforms: Construct Cloud and EVision. Our mission was to assist Eque2 in refining their system migration process, cultivating new user experiences, and embedding a customer-centric approach into their software design.

  • Collaborative workshop visualisation of the main Target Personas led by Glue for the Construction platform provider and client Eque2
  • Someone using a laptop to create an invoice on the Eque2 construction software platform designed by Glue named Construct Cloud
  • Screenshot of the software Evision provided by Eque2 being user tested by the Glue Research team via an online interview
  • Picture of a construction worker working on a building that illustrates the area of work of Glue's client Eque2, construction management software provider

The challenge

Our task was two-fold. For Construct Cloud, the goal was to rectify and enhance problematic areas within the user interface, making the platform more intuitive and user-friendly. Simultaneously, on the EVision platform, we had the responsibility of recognising vital Housebuilding functionalities and optimising workflows to facilitate a smoother transition for users migrating from Housebuilding to EVision. The central aim was to alleviate user pain points and ensure an elevated user experience for both existing EVision customers and migrating Housebuilding users.

  • Someone using a laptop to create an invoice on the Eque2 construction software platform designed by Glue named Construct Cloud

Our approach

We initiated the projects with intensive discovery workshops to synergise with Eque2's internal teams and comprehend their business requirements. We then progressed to conduct UX Research utilising the Jobs-to-be-Done framework, incorporating user interviews and observations in real-world settings. This approach facilitated a deep dive into user behaviour, pain points, and preferences, serving as a robust foundation for our design strategies.

As part of the iterative design process, we conducted regular feedback loops and usability studies, maintaining a user-centric perspective throughout the design execution. Our Product Sprints framework underpinned our approach, promoting productivity and facilitating a dynamic collaboration between our teams and Eque2's.

  • Jobs to be done workshop whiteboard led by Glue for the Construction platform provider and client Eque2
  • Picture showing a construction builder professional holding a tablet in his hands showcasing the Eque2 EVision platform being used
  • Visualisation of a whiteboard-based remote Discovery workshop led by Glue for the construction manager platform provider Eque2 software named Construct Cloud.

Construct Cloud

For Construct Cloud, Glue was entrusted with the task of identifying and addressing the pain points experienced by end users, with a primary focus on enhancing user experience (UX) and improving the user interface (UI) of the Construct Cloud platform. Through extensive research and analysis, we collaborated closely with Eque2 and their customers to uncover areas of frustration within the current user flows. Leveraging our findings along with industry best practices, we meticulously enhanced each feature to optimise the user journey.

Beginning the project with a discovery workshop was a valuable opportunity to collaborate closely with the internal teams at Eque2 and gain a deep understanding of your business requirements. Through a cross-functional collaboration involving business and technology perspectives, we were able to identify potential solutions and address any challenges that may arise.

However, to truly elevate the early design process, it became imperative to conduct UX research. Using the Jobs-to-be-Done framework allowed us to gather vital information about user preferences, pain points, and behaviours within specific roles. By gaining these insights, we could ensure that the design decisions were grounded in user-centricity and would lead to an enhanced user experience.

During the design phase, a strong collaboration between Eque2 and Glue product teams took place. This collaboration was facilitated by adopting our Product Sprints framework, allowing us to make significant progress in the design process while maintaining a focus on each individual feature. As part of this proven design methodology, it was crucial to continuously iterate on the initial designs by incorporating user feedback. Prototyping served as a valuable tool to validate and refine our design decisions, ensuring that our thought processes aligned with the actual needs of the users. By incorporating user insights and feedback, we aimed to create a design solution that truly resonated with the end users.

  • Visualisation of some key design components and guidelines designed by Glue for the Construction manager platform provided by Eque2 named Construction Cloud
  • An image showing three sections of the jobs to be done research carried out. The screens show interview and survey planning as well as a UX review summary.
  • Visualisation of the collaborative between the Glue Researchers and the construction manager platform provider Eque2 on the design of the Construct Cloud software
  • Visualisation of the main home dashboard of the construction manager Eque2 platform named Construct Cloud designed by Glue

EVision

With Eque2 aiming to encourage users to migrate from their on-prem solution Housebuilding to their Cloud-based solution EVision, Glue was entrusted with identifying key Housebuilding functionality, and optimising workflows to aid integration within EVision. It was a key focus to service existing EVision customers and the migrating Housebuilding customers. This was achieved by identifying users' Jobs-to-be-Done and the pain points within the identified jobs.

Commencing the project with a discovery workshop proved to be an invaluable opportunity for close collaboration with Eque2's internal teams. In this workshop, we carried out extensive expert interviews enabling us to gain a profound understanding of your specific business requirements. By fostering cross-functional collaboration among business, and technology perspectives, we successfully identified areas of key functionalities and critical pain points which we then ideated the potential solutions and proactively addressed challenges. However, in order to truly enhance the early design process, conducting UX Research was paramount. It was fantastic to be invited to 2 user working sessions with Eque2's end users, it was wonderful to be able to listen in on the thoughts behind the current solution and gather information on how to make improvements.

Following on from this, we continued to conduct comprehensive research, engaging with end-users to gain insights into the specific areas of frustration within the existing user flows of Housebuilding. Leveraging our findings and industry best practices, we have meticulously analysed a number of features, systematically enhancing the user experience and optimising workflows for EVision. Throughout this process, our focus remained on optimising UX whilst working within the familiar Dynamics Business Central interface, ensuring continuity in the overall look and feel of the solution. This crucial research allowed us to acquire vital insights into user preferences, pain points, and behaviours. By incorporating these valuable insights, we ensured that our design decisions were firmly rooted in user-centricity, leading to an elevated user experience.

Throughout the design phase, the collaboration between the Eque2 and Glue product teams flourished. The utilisation of prototyping proved invaluable in the validation and refinement of our design decisions, ensuring that our thinking aligned harmoniously with the genuine needs of the users. By embracing user insights and feedback, our ultimate goal was to fashion a design solution that truly resonated with and catered to the end users' needs.

  • Visualisation of some key design components and guidelines designed by Glue for the Construction manager platform provided by Eque2 named EVision
  • Visualisation of the collaborative between the Glue Researchers and the construction manager platform provider Eque2 on the design and review of the EVision Budgeting user flows
  • An image showing a tablet screen which shows the homepage of Evision - a builders project management software

Results

The outcome of our collaboration was a significant enhancement of user interfaces and optimisation of user journeys for both Construct Cloud and EVision platforms. By anchoring our design solutions in user-centricity, we managed to create improved user experiences that resonated deeply with Eque2's customer base.

To equip Eque2 for continued success, we handed over comprehensive design and research files along with recordings that provided insight into our workflow and thought process. These resources serve as a roadmap, offering valuable references to leverage in future development and design endeavours.

By streamlining workflows and addressing key pain points, we contributed to the successful migration of users to the cloud-based EVision platform, reinforcing Eque2's market-leading position in the sector.

  • Visualisation of some data and statistic based screens of the construction manager Eque2 platform named EVision designed by Glue

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  • 12 core features tackled
  • 186 pains points identified
  • 52 user interviews conducted
  • 12 core features tackled
  • 186 pains points identified
  • 52 user interviews conducted
  • 12 core features tackled
  • 186 pains points identified
  • 52 user interviews conducted
  • 12 core features tackled
  • 186 pains points identified
  • 52 user interviews conducted
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