Sage — Case study · Tom Nicholls
Tom Nicholls [email protected]
Case study · Sage

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accounting
software

Rebuilding sage.com around what visitors actually came to do

Make Sage more competitive: analyse the existing sage.com to understand why conversion was so low, then design a new site that's best in class on both usability and visual design.

Role
Lead product designer
Team size
Me & 4 other designers
Platform
Responsive website
Industry
Business software
Approach
Full site replacement ('big bang')
Final design, live in production
Final sage.com design, enterprise route
01

The problem

The analytics were blunt about it: people got lost on the global sage.com landing page and across the site in general, and the drop-off rate was very high. Visitors arrived with a job to do — find the right product, price it, get help — and left before they got to it.

The landing page tried to speak to every country, company size and lifecycle stage at once, so it spoke clearly to no one. Everything that follows — the behavioural analysis, the personas, the new information architecture, the testing — was in service of one aim: get people from landing to the thing they came for without losing them.

What we had to fix

People can't find what they came for, so they leave — how do we get a global audience to the right product and the right help, fast?

The existing sage.com help and quick-links page — stacked green panels of text links

The site people actually landed on: green panel after green panel of undifferentiated text links, with no sense of which of them mattered or where to start.

02

User behaviour

To understand why people were dropping off, we ran a large project to gather and synthesise analytics on sage.com behaviour and satisfaction. Three findings reframed the whole brief.

78.7%
of visits were on desktop — surprisingly, the vast majority. Mobile was 16.5%, tablet 4.8%.
71.8%
were new visitors — the site had to explain Sage from scratch, every time.
88%
of visits happened within working hours, Monday to Friday. This is a job, not browsing.
Daily sessions on sage.com, September to October 2017 — a weekday plateau that collapses every weekend

When people actually used the site: a steady weekday plateau that drops away every weekend — the clearest evidence that visiting sage.com is a working-hours task, not leisure browsing.

03

Understanding the behaviour

Behaviour and satisfaction data together showed people had a tough time getting what they needed. The hardest parts were finding relevant software, buying it, and finding support afterwards.

"I can't figure out if I need to buy Accounting and Financials together. I think I do, but I can't tell for sure. Seems like it is a suite of products and I have to connect them all together to keep my books?"
"Confusing information — can't find an easy comparison between the different packages."
"You do a poor job clarifying what 'Sage Business Cloud' is. Not sure if it is one product, multiple products, or a concept."

What people came to do

We asked visitors their reason for coming. Support and access — people who already pay Sage — outweighed researching and buying combined, on a site organised almost entirely around selling.

Research Sage software
20%
Buy Sage software
7%
Find advice and recommendations for my business
11%
Get help and support with my Sage software
26%
Access or login to my Sage product
15%
Find information or support for my client
4%
Look for employment
1%
Other
16%
0%20%40%60%80%100%

Reason for visiting, self-reported. 41% of visitors came for support or to log in — existing customers doing admin, not prospects being sold to.

04

Building for our users

As the information came in I built personas and user journeys so the team really understood who we were designing for. That built empathy through their jobs to be done, their needs and frustrations, and the situation they're actually in when they use accounting software.

Seven personas in all — and the journey mapped end to end for the Freelancer, covering how they find, purchase, learn and use accounting software.

Freelancer persona — Elodie, 31, consultant in Paris

The Freelancer persona, built from 90-minute interviews with 19 US and 18 UK small businesses: jobs to be done, needs, frustrations, and how much Sage knowledge and buying power she actually has.

Freelancer experience map — touchpoints, pain points and highlights across trigger and awareness

Part of the Freelancer experience map. Touchpoints plotted against emotion, every pain point evidenced with a verbatim. Sage only enters the story late, after she has already been overwhelmed by choice elsewhere.

05

Information architecture

As well as the personas, we had to cater for every stage of the customer lifecycle — prospective, newbie, existing, lapsed. The IA blueprint set the order information flows down the page, and the home page strategy was radically simplified in line with the feedback:

01Let existing users sign in easily
02Introduce Sage
03Instil trust
04Enable users to talk to us
05Signpost users to the right products
06Talk about the company news
IA blueprint — home page information flow, from Sage nav down to product range, journalism and partner-finder modules
06

Early interaction design

Sage has many products — some with confusingly generic names, some whose functionality overlaps, some that only work alongside another. The single biggest reason people couldn't find the software they needed was the question the home page asked them first. So I built two versions that asked a different one, and tested them head to head.

Version A "Which product do you want?"

Visitors read through the product range and worked out for themselves which ones fitted. It assumes they already know Sage's vocabulary.

Accounting
Which one is this?
Financials
How is it different?
Payroll & HR
Do I need both?
Enterprise Management
Is this for me?
Choosing correctly requires knowing what each product does — exactly the knowledge a first-time visitor doesn't have.
Version A — grouped by product
Version A home page — products grouped by product line (Accounting, Financials, Enterprise Management)
Version B "What kind of business are you?"

Visitors pick something they know for certain — their own size — and an intermediate step then shows only the products that suit a business like theirs.

Small business
1–50 employees
Mid-sized business
50–1,000 employees
Enterprise
1,000+ employees
Accountants
Acting for clients
Everybody can answer this on the first try — and it splits visitors off by need early enough to talk to them in their own language.
Version B — split by business size
Version B home page — split by business size (Small, Mid-sized, Enterprise) before showing products
07

Prototyping & user testing

Sage opted for a 'big bang' replacement of the whole website rather than Lean methods, so testing was the only way to be sure the designs worked before launch.

Key problem

Participants couldn't tell the difference between Sage Accounting and Sage 50 Cloud — it wasn't obvious enough who should use which.

I added a features list so the two are easy to compare, plus badges on each product showing the main differences — 'For 1–10 staff', 'For multinational countries'.

Testing a prototype with a small business owner, coffee shop guerrilla-testing session

Nissa testing the prototype with a small business owner — how they interpret the pages, how easy it is to use, and what they expect when they tap a button.

08

How the design evolved

Every page was iterated as research came back. The All Products page — where customers who already know the Sage brand go to browse — went through four versions.

Iteration 1 of the All Products page
V1

A simple two-column list of products and a way to filter them.

Iteration 2 of the All Products page
V2

A more obvious filter system and far more information about each product.

Iteration 3 of the All Products page
V3

Added a secondary navigation based on the software choice.

Iteration 4 of the All Products page
V4 — final

Stripped the secondary navigation back out — it wasn't necessary.

09

Visual design options

Participants from different sized companies reacted differently to each type of design.

Open & Vibrant

Worked best with freelancers and small companies — it made the products look modern and easy to get to grips with.

Open & Vibrant visual design direction

Constructive

Best for mid-sized companies, though only marginally ahead — still product-led, but more corporate, which instilled more trust, especially with US participants.

Constructive visual design direction

Warm

Best with enterprise businesses — they related to international connections and people, and to benefits rather than features, since they wouldn't be the ones using it.

Warm visual design direction
10

Final visual design

After several rounds of testing we settled on two designs — judged on information architecture, proposition understanding, visual treatment and content.

Final sage.com design, small business route

Small business and freelancer route.

Final sage.com design, enterprise route

Enterprise route.

11

The results

We re-ran the same measures we opened with in section 02 — the analytics, the intercept survey and the usability benchmark — three months after launch. Most moved in the right direction. The gains were real but modest — a first release, measured early, on a site where the hardest problems (product naming, the support estate) were only partly in scope.

Found the right product unaided
Before 41%
After 58%

Benchmark task, same script as the baseline: pick the product that fits your business. Asking what size you are helped, but product naming still tripped people up.

Reached support or login in one step
Before 52%
After 71%

The 41% who came for support or to log in now have a route from the homepage rather than navigating a sales structure.

Landing page drop-off
Before 62%
After 54%

People leaving without a second page view. Better, but still the weakest number on the page.

Product page to trial or demo
Before 2.1%
After 2.5%

A 19% relative lift in people starting a trial or requesting a demo — worth having, well short of a step change.

Task satisfaction
Before 3.1 / 5
After 3.6 / 5

Post-task rating in the same benchmark sessions — up half a point; people still wanted plainer product names.

Time to find the right product
Before 4m 20s
After 3m 10s

Median time on the same task. Shorter is better — the bar shows time taken against the baseline.

+19%
relative lift in trials and demo requests started from a product page.
−8pt
drop-off on the landing page, down from 62% to 54% of visits.
1.4×
faster to find the right product — 4m 20s down to 3m 10s.
+19pt
more people reaching support or login in a single step.

Benchmark figures from moderated sessions with 24 participants across the same four audiences as the baseline; analytics from the three months after launch against the equivalent period before, with the A/B result in section 07 held out separately.

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