SaaS

SaaS

B2B

B2B

Behavior Change

Behavior Change

Product Strategy

Product Strategy

Employee Feedback Without Interruption

42% above SaaS benchmark by changing direction that would block essential tasks

Context

This was the first survey designed to collect feedback from workers at client companies using the product.

The goal was to gather meaningful input from workers across healthcare, hospitality, and retail.

The goal was to gather meaningful input from workers across healthcare, hospitality, and retail.

Context

the problem

Product direction assumed visibility would drive engagement

Qualitative testing led to the assumption that higher visibility would increase participation.

Three approaches were tested:

popup

High visibility increased awareness but interrupted tasks

High visibility increased awareness but interrupted tasks

in-feed

Low visibility avoided interruption but was often ignored

Banner

Balanced approaches showed potential but lacked clarity

The Popup performed best in testing due to visibility.

The direction optimized for visibility, not how workers complete tasks.

The direction optimized for visibility, not how workers complete tasks.

The direction optimized for visibility, not how workers complete tasks.

the shift

Reframing the problem

Product direction was moving forward based on visibility-driven results.

I challenged how success was being defined by asking:

I challenged how success was being defined by asking:

I challenged how success was being defined by asking:

Are we designing for visibility or engagement?

Are we designing for visibility or engagement?

Are we designing for visibility or engagement?

In that moment, completing the task takes priority over responding to a survey.

I used messaging guidelines I created to support a direction where the survey could appear without blocking essential tasks.

The Decision
The Decision

Changing product direction

Changing product direction

The Decision

I replaced the Popup direction with a banner that allowed the survey to appear without blocking tasks.

Final Solution
Final Solution

Workers can opt in or dismiss without blocking their task.

Third-party platform used for the survey.

Third-party platform used for the survey.

The survey was triggered immediately after login due to a legacy system constraint.

The survey was triggered immediately after login due to a legacy system constraint.

To reduce disruption, I introduced logic based on worker behavior.

If a worker navigated from the homepage, the survey would appear later instead of immediately.

If a worker navigated from the homepage, the survey would appear later instead of immediately.

If a worker navigated from the homepage, the survey would appear later instead of immediately.

This allowed workers to complete tasks first while increasing visibility over time.

This allowed workers to complete tasks first while increasing visibility over time.

Working within constraints
Final Solution
Working within constraints
  • Survey triggered immediately after login due to legacy system

  • Legal disclaimer required

impact

More responses without interrupting tasks

More responses without interrupting tasks

Replacing the Popup with a banner reduced disruption and allowed workers to respond when it made sense instead of dismissing the survey.

  • 15,213 responses collected

  • 10% completion rate

  • 42% above the 7% SaaS benchmark

Learnings

What I learned

Product decisions should reflect worker behavior, not just qualitative testing

How I grew

I became more confident in challenging product decisions using concrete use cases.

What changed

I shifted from treating data as direction to using it as input alongside how people actually complete tasks.