Company Context

Notely is a B2B collaboration SaaS company used by 25,000 teams, with strong adoption among startups and mid-sized companies. The product has healthy weekly usage, but expansion revenue has slowed because teams often try the product, adopt it for note-taking, and then fail to roll it out more broadly.

Problem

Over the last 6 weeks, your UX research team completed 18 customer interviews, 2 usability studies, and an analysis of 1,200 support tickets. The findings are directionally clear but broad: new team admins struggle to set up shared workspaces, individual users love the editor but do not understand collaboration features, and managers say they cannot prove team-wide value quickly enough to justify expansion.

Leadership is asking for a recommendation memo that product, design, and engineering can act on in the next planning cycle. However, the team is split: one group wants to improve onboarding, another wants better analytics for admins, and a third wants to simplify navigation. You need to turn mixed research inputs into a clear set of product recommendations.

Deliverables

1. Explain how you would synthesize the research into a small number of actionable insights.
2. Identify the target user segment and the most important job to be done to prioritize first.
3. Recommend 2-3 product actions for the next quarter, with rationale and trade-offs.
4. Define how you would communicate the recommendations so product, design, and engineering can align quickly.
5. Propose success metrics to validate whether your recommendations solved the underlying user problem.

Constraints

• You have one quarter and a team of 1 PM, 1 designer, and 5 engineers.
• Only one major workflow can be redesigned this quarter.
• Leadership wants measurable impact on expansion within 6 months.
• You cannot rely on a full platform rewrite or major pricing/package changes.