SCOPE Better by Role/Taks • 

78% of users ignored SCOPE Better’s pricing by role feature. Not because they didn’t need it, because 30-second load times and a broken table made it not worth the effort.

95%

FASTER loads (30 s → 1.5 s)

50%

feature adoption

65%

FASTER scope completion

THE PROBLEM

Only 22% of customers were using Scope by Role, not because they didn’t need it, but because 30-second load times were indistinguishable from a crash. Users thought the platform had broken and abandoned it. That became our starting point: understand why a needed feature was being ignored.

The page was on loading mode for over 9 seconds.
Loading screen remains around 10 secs or more depending of the size of their Scorecard
Original Scope by Role table and features
Original Scope by Role
HOW I FRAME THE PROBLEM

No analytics. No direct user access. I triangulated from two sources: CX team feedback reporting “platform crashes,” and my own first-use experience. I refreshed the page repeatedly, believing it had failed. That pattern told me the problem was perception of speed, not the feature design itself.

Scope by Role Wireframes
Wireframe of By Role view and By Task view
THE THINKING

Agency teams price complex projects under deadline pressure. Asking them to relearn a spatial workflow wasn’t an option, so I redesigned the table around Excel conventions, meeting users’ existing mental models rather than replacing them.

On skeleton loaders: stakeholders wanted to keep the spinner. I pushed back. A spinner says “waiting.” A skeleton says, “almost there.” For users who already believed the platform crashed, that psychological difference was the difference between staying and leaving. I defended it. It shipped. It worked.

I designed the flow with a split path, depending of users choosing pre-loading roles or not. And how to let the user understand the consequences of their choice.
Flows when creating from scratch a Scope by Role, without and with preloaded Roles and Departments.
WHAT MOVE

Adoption from 22% to 50%. Scoping time down 65%. Load time from 30s to 1.5s. Pricing-related support tickets dropped significantly. The CX team stopped working around the feature and started relying on it. The redesign changed the product roadmap — stakeholders began adding features they’d previously considered pointless to build.

Final interphase with anotations
Collection of most use components on this feature. Financials is use in all types of scoping, which is already on the design system.
Most relevant Finance information in one sight.

“The updated pricing tool has cut our project scoping time in half and eliminated the pricing errors that used to cost us thousands.

 

 

–– Agency CEO and ScopeBetter client

Company

SCOPE Better

Year

2023-24

Design Tools

Figma and Miro

Project Timeframe

1 Month, Solo

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