Securing and Simplifying the Vendor
Portal Access Journey
Securing and Simplifying the Vendor
Portal Access Journey
CONTENT
Challenge
Challenge
There was a security concern where former employees could continue accessing their company's vendor profiles even after leaving their organizations. This created potential security risks for both vendors and the platform. Also, The platform's landing page was hosted on WordPress, which had security vulnerabilities and needed to be moved to a more secure system.
There was a security concern where former employees could continue accessing their company's vendor profiles even after leaving their organizations. This created potential security risks for both vendors and the platform. Also, The platform's landing page was hosted on WordPress, which had security vulnerabilities and needed to be moved to a more secure system.
Team
Team
My team included:
• 1 Product Manager
• Development
• UX Researcher
• Sales and Marketing
My team included:
• 1 Product Manager
• Development
• UX Researcher
• Sales and Marketing
Timeline
Timeline
3 Weeks
3 Weeks
Helpful Tip
If you’ve jumped straight into this case study and are wondering what Gartner Peer Insights is all about 🤯, I’d suggest checking it out first—it’ll make things a lot clearer as you go through!
Helpful Tip
If you’ve jumped straight into this case study and are wondering what Gartner Peer Insights is all about 🤯, I’d suggest checking it out first—it’ll make things a lot clearer as you go through!
Helpful Tip
If you’ve jumped straight into this case study and are wondering what Gartner Peer Insights is all about 🤯, I’d suggest checking it out first—it’ll make things a lot clearer as you go through!
Current process to access the Vendor Portal
Current process to access the Vendor Portal
Current process to access the Vendor Portal
1
Search for Gartner Peer Insights (GPI)
on your browser. Click on the official website
from the search results.
Search for Gartner Peer Insights (GPI) on your browser. Click on the official website from the search results.
2
Arrive at the Vendor Portal Page. You will be directed to the first page of the Vendor Portal. You'll find options to sign in or create a new account here.
Arrive at the Vendor Portal Page. You will be directed to the first page of the Vendor Portal. You'll find options to sign in or create a new account here.
3
Arrive at the Vendor Portal Page. You will be directed to the first page of the Vendor Portal. You'll find options to sign in or create a new account here.
Arrive at the Vendor Portal Page. You will be directed to the first page of the Vendor Portal. You'll find options to sign in or create a new account here.
4
Start the Registration Process. Click "Sign Up" to begin registering and creating your account. Follow the on-screen instructions to complete your registration.
Start the Registration Process. Click "Sign Up" to begin registering and creating your account. Follow the on-screen instructions to complete your registration.
5
Let’s say you clicked on "Learn More" in the header. After clicking, you’re taken to the landing page, and this is what it looks like.
Let’s say you clicked on "Learn More" in the header. After clicking, you’re taken to the landing page, and this is what it looks like.
Insights from the user journey and analysis
Insights from the user journey and analysis
Insights from the user journey and analysis
The project initially focused on addressing security concerns, such as preventing former employees from accessing vendor profiles and mitigating vulnerabilities from hosting the landing page on WordPress.
When I delved deeper into the user journey, I uncovered
challenges that extended beyond these issues:
1. The fragmented navigation made it difficult for vendors to reach the landing page seamlessly.
2.The existing Login/Sign-Up process lacked alignment with Gartner’s guidelines, leading to usability inconsistencies.
3.The design did not effectively highlight valuable insights about the Gartner Peer Insights vendor platform, limiting its appeal to new users.
The project initially focused on addressing security concerns, such as preventing former employees from accessing vendor profiles and mitigating vulnerabilities from hosting the landing page on WordPress.
When I delved deeper into the user journey, I uncovered challenges that extended beyond these issues:
1. The fragmented navigation made it difficult for vendors to reach the landing page seamlessly.
2. The existing Login/Sign-Up process lacked alignment with Gartner’s guidelines, leading to usability inconsistencies.
3. The design did not effectively highlight valuable insights about the Gartner Peer Insights vendor platform, limiting its appeal to new users.
These findings emphasized the need to go beyond security fixes and redesign the experience to create a more intuitive, secure, and engaging journey for vendors.
Opportunity🤌
How might we enhance platform security by preventing former employees from accessing vendor profiles and migrating the landing page to a more secure system?
Opportunity🤌
How might we enhance platform security by preventing former employees from accessing vendor profiles and migrating the landing page to a more secure system?
Problem Statement
Problem Statement
Problem Statement
• The old login/signup page is a bit inconsistent. It needs to be updated to align with the overall revamp process of other sections of the Vendor Portal.
• The current login/signup page of Vendor Portal is not in sync with the one used by end users
in GPI.
• There is no option for OTP-based login for Vendor Portal users, which is available for end users. Adding this feature may be beneficial, considering that more than 80% of all users are repeat users.
• Additional scope: Update the landing page of Vendor Portal login/signup to incorporate the marketing aspect. The marketing to include user testimonials and the value proposition.
• The old login/signup page is a bit inconsistent. It needs to be updated to align with the overall revamp process of other sections of the Vendor Portal.
• The current login/signup page of Vendor Portal is not in sync with the one used by end users
in GPI.
• There is no option for OTP-based login for Vendor Portal users, which is available for end users. Adding this feature may be beneficial, considering that more than 80% of all users are repeat users.
• Additional scope: Update the landing page of Vendor Portal login/signup to incorporate the marketing aspect. The marketing to include user testimonials and the value proposition.
Proposed Flow
Proposed Flow
Proposed Flow
Initial Wireframes and Concepts
Initial Wireframes and Concepts
Snapshot of the wireframes created to gather user feedback before finalizing the design.
Further explorations in designs
Further explorations in designs
Further explorations in designs
Flow and Landing Page That Went Live!
Flow and Landing Page That Went Live!
Flow and Landing Page That Went Live!
The Gartner Peer Insights interface was revamped, simplifying the "For Vendors" dropdown into two clear options: "Log into the Vendor Portal" and "Get Started." This change was made to help users make quicker decisions. The goal was to highlight the landing page, which was previously hidden in the design.
"Get Started" directs users to the landing page, providing newcomers and existing users with information about the updated offerings and the Vendor Portal in general.
"Log In" guides users to the registration process for account access.
Additionally, we introduced passcode functionality as part of this update, which prompted us to take up and address this problem.
The Gartner Peer Insights interface was revamped, simplifying the "For Vendors" dropdown into two clear options: "Log into the Vendor Portal" and "Get Started." This change was made to help users make quicker decisions. The goal was to highlight the landing page, which was previously hidden in the design.
"Get Started" directs users to the landing page, providing newcomers and existing users with information about the updated offerings and the Vendor Portal in general.
"Log In" guides users to the registration process for account access.
Additionally, we introduced passcode functionality as part of this update, which prompted us to take up and address this problem.
Snapshot of the revamped Gartner Peer Insights page.
Snapshot of the revamped Log In page as per brand guidelines.
Snapshot of the revamped Sign Up page as per brand guidelines.
The landing page was revamped to inform users about the Vendor Portal, its features and offerings, and to align with updated brand guidelines.
The landing page was revamped to inform users about the Vendor Portal, its features and offerings, and to align with updated brand guidelines.
Snapshot of the revamped Landing page as per brand guidelines.
Results
Results
Results
Post-Release Performance Analysis
The post-release metrics show a clear trend in user engagement and interactions with the new registration page. Here's a concise breakdown of key insights:
1. Increased Traffic: There was a significant increase in the number of users landing on the overview and login pages from 13th August to 15th October, showing growing interest and visibility. For example, users landing on the login page grew from ~4,700 to ~5,600, and the signup page saw an increase in traffic as well, particularly by 15th October (~940 users).
2. Engagement with the Signup Process: The number of users who signed up (post-OTP verification) consistently increased over time. The highest was recorded on 15th October, with
545 signups, which is a positive indicator of successful user conversion as the process became more stable.
3. Resend Passcode Clicks: There was a notable increase in users clicking on "Resend Passcode" over time, reaching 252 on 15th October. While this may indicate users facing issues with receiving passcodes, it also highlights the need for further examination of the passcode delivery system and its reliability.
Post-Release Performance Analysis
The post-release metrics show a clear trend in user engagement and interactions with the new registration page. Here's a concise breakdown of key insights:
1. Increased Traffic: There was a significant increase in the number of users landing on the overview and login pages from 13th August to 15th October, showing growing interest and visibility. For example, users landing on the login page grew from ~4,700 to ~5,600, and the signup page saw an increase in traffic as well, particularly by 15th October (~940 users).
2. Engagement with the Signup Process: The number of users who signed up (post-OTP verification) consistently increased over time. The highest was recorded on 15th October, with
545 signups, which is a positive indicator of successful user conversion as the process became more stable.
3. Resend Passcode Clicks: There was a notable increase in users clicking on "Resend Passcode" over time, reaching 252 on 15th October. While this may indicate users facing issues with receiving passcodes, it also highlights the need for further examination of the passcode delivery system and its reliability.
Key Takeaways from the Release
Key Takeaways from the Release
Key Takeaways from the Release
The metrics indicate positive growth in user traffic and conversion from landing on the signup page to completing the registration process. The increasing "Resend Passcode" clicks suggest potential friction points that may need addressing in the user flow, particularly around OTP delivery and validation.
The metrics indicate positive growth in user traffic and conversion from landing on the signup page to completing the registration process. The increasing "Resend Passcode" clicks suggest potential friction points that may need addressing in the user flow, particularly around OTP delivery and validation.
Overall, the post-release data reflects improving user engagement and a steady increase in signups, though attention to the passcode process could enhance the user experience further.
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