← All work
Case study · U.S. enterprise software MNC (via Tech Mahindra) · Oct 2023 – Apr 2024

Partners weren’t resisting change. The platform was built around its data, not their work.

A new partner licensing platform, VL Central, was objectively better than the tools it replaced, yet partners kept going back to the old ones. Over seven months I found the four barriers behind it, helped the team prioritise them, and the first fix to ship lifted adoption by 22%.

My roleSenior UX Researcher (contract)
TimelineOct 2023 – Apr 2024 · 7 months
Worked withProduct managers, engineers, a data analyst
MethodsTask walkthroughs, SUS, telemetry, HAX audit, RICE
Sketch comparing the legacy portal and VL Central, with 74% of users still logged into both
+22%
Platform adoption after the first recommended fix shipped
4 of 4
Findings on the product roadmap within 90 days
50+
Enterprise partners in the research, 16 in benchmarked sessions
S

SituationA better platform that people wouldn’t switch to

VL Central (Volume Licensing Central) is the portal resellers and managed service providers use to manage software agreements, customer portfolios and financial reporting. It replaced a set of separate legacy tools, one for agreements, one for reporting, one for alerts, with a single platform serving thousands of partners worldwide.

On paper it was a clear improvement. In practice, adoption stalled. Partners kept the old tools running alongside the new one, even after migration deadlines passed. The product team had hunches (confusing navigation, missing features) but no evidence to decide where to spend engineering time.

What the telemetry showed
74%of active users logged into both the new platform and the legacy tool in the same session
Browsing in VL CentralFinishing the task in the legacy tool
T

TaskFind out why, with evidence strong enough to prioritise

I joined as a contract researcher through Tech Mahindra. The scope was set before I arrived: interviews and usability testing with enterprise partners, ending in recommendations. The internal team owned the product and the build. The team needed answers to three questions:

The assumption going in

Partners are resisting change.

What I set out to test

Is the new platform good enough to disrupt the way partners already work?

A

ActionWatch the work, measure it, then prioritise together

01Combined what partners said with what they did

50+Enterprise partners across roles and regions
16Task-based sessions benchmarked with SUS
90 daysPlatform telemetry, analysed with the data analyst
HAXAudit of the AI features against human-AI guidelines
Live walkthroughs, not opinion interviews

I asked partners to show me how they found their latest revenue report, rather than asking what they found hard. The friction was in the workflow, and you can’t observe navigation confusion by asking about it. Retrospective interviews would have been quicker to run, but they surface what people remember, not what they do.

Qual and quant together

Interviews told us what partners struggled with; telemetry and SUS showed how often and how badly. That moved us from “partners said it was hard” to evidence a roadmap decision could rest on.

Standard benchmarks

A SUS score is a number stakeholders already understand, and HAX gave the AI findings a shared language with engineering.

02Found four barriers, all with the same root

1 · Reports were impossible to find

Navigation was organised by data type, not by task: 40+ report options in one dropdown, 14 of them named “Revenue”. 62% of report searches ended in a navigation change, not a download.

“I spend more time figuring out what to look at than actually doing my work.”
2 · A critical workflow was missing

Scheduled report downloads didn’t exist. 9 of 16 participants named it the main reason they couldn’t fully migrate.

“I export the data and rebuild the report in Excel every week. I can’t stop doing that until the new system has scheduling.”
3 · Financial pages overwhelmed people

Every data dimension was shown at once, with no filtering or hierarchy. Partners spent 3.5 minutes on this screen, longer than any other page.

“There’s so much information here that I don’t know where to start.”
4 · Alerts said what happened, not what to do

Renewals, rejected orders and true-ups all looked the same, and none suggested a next step. 11 of 16 participants routinely ignored them.

“I usually ignore these because they don’t tell me what to do.”
Why partners went back to the legacy tool for weekly reports
Legacy toolStep 1Step 2Step 3Step 4✓ Scheduled download
VL CentralStep 1Step 2Step 3Step 4✕ No scheduling: export, rebuild in Excel

Partners who tried the weekly export in VL Central spent about 6 minutes before switching back to the legacy tool.

Usability benchmark (SUS)
VL Central · 61
Average · 68
SUS 0100

Below the industry average: the barriers were real, not just change resistance.

The core insight

Partners weren’t resistant to change. The platform was organised around how data was stored, not how partners work. Every barrier traced back to that one root cause.

03Shared findings weekly, then prioritised with product

Instead of one report at the end, I shared what I was seeing every week, so the team could act while roadmap decisions were still open. To finish, I ran a RICE workshop (reach, impact, confidence, effort) with the product managers. RICE separates confidence from impact, which mattered because some findings were heavily evidenced and others were still inferences.

RICE prioritisation, scored with the product managers
ProblemReachImpactConfidenceEffortScore
Navigation confusionHighHighHighMedium9.2
Alert clarityShipped firstMediumHighHighLow8.7
Scheduled report downloadsHighMediumHighHigh6.8
Financial layoutHighMediumMediumHigh6.1
Onboarding guidanceMediumMediumMediumMedium5.4

Navigation scored highest, but the alert redesign was picked for Sprint 14 because it was the lowest effort: a measurable win while the bigger navigation work was scoped.

Before: what happened

Agreement updated
No priority, no next step. Partners had to click through to find out whether it mattered.

After: what to do

Critical
Agreement expiring in 7 days
Priority level, a plain-language summary and a direct action.
Review renewal terms →
R

ResultThe first fix moved adoption, and the method stuck

+22%Platform adoption after the alert redesign shipped in Sprint 14
4 of 4Findings entered the product roadmap within 90 days
RICEWorkshop format adopted by the product team for later prioritisation
✦

ReflectionWhat I’d do differently

Mixed methodsTask-based usability testingSUS benchmarkingTelemetry analysisAI feature audit (HAX)RICE prioritisationStakeholder influence

Client details are anonymised. The sketch is an illustration; real product screens are under NDA. Diagrams on this page are drawn from the research data. The research, process and outcomes are real.