Tech Bites: 6 Best Practices for Building B2B Custom Software with PRAXENT

This article outlines the most important technical and design factors to be aware of when building custom software for use in a B2B context.

Building custom software for B2B companies is often vastly different from building digital products meant to assist B2C companies or be sold directly to the consumer. That’s because B2B companies build complex business procedures around the unique ways they serve their customers.

While B2C companies generally serve a mass market with relatively standardized, transactional products and services, B2B companies serve a much smaller number of customers. This means that each customer a B2B company serves represents a greater share of total revenue than the individual customers served by B2C companies.

This difference in relative market power forces B2B companies to compete for clients by offering greater customization and tailored service. For example, a building supply chain may give each contractor it serves bulk pricing and credit terms while expecting its DIY clients to routinely pay full price in cash. That’s because each contractor provides more revenue for the building supply chain than do the DIY-ers.

By catering to contractors, the building supply chain can make more money, but at a cost. Their business operations will become more complex due to the customized attention offered to their B2B customers.

The building supply chain is just one example of how intensive B2B services can translate into unique demands on a business. It can be difficult for a B2B business to scale when each client requires individualized attention. That’s where technology comes in. When designed with these customer needs in mind, custom software can help B2B companies deepen their capacity to serve more clients without having to add to their sales and support staff.

>> To win as a B2B service-based business, you’ve got to move faster and know more. What’s stopping you? Discover breakthrough with custom software development.

Unless a software product is customized to fit the real needs of a B2B business, it may end up making problems, rather than solving problems for the company. With that in mind, here are six technical and design factors product designers and developers should take into account when building custom software for the B2B context:

  1. Include Power Features

People using B2B software will often be completing more complex tasks than B2C app users. So, when building custom software for the B2B context, find ways to simplify user involvement. Think through power features such as keyboard-driven access (versus tap or click) for data entry, multiple selection processing, customized dashboard views, advanced search and filter options, and robust data import and export options.

These advanced features may be overkill, even detrimental, in a B2C context, like when a user checks their bank statements online. But in a B2B context — for example, a corporate accountant managing a complex set of books — power features are essential.

  1. Study Context of Use

People occasionally use B2C applications in abnormal contexts, such as using a fitness tracker while exercising. In comparison, B2B applications are routinely used in a wide variety of unexpected, high-pressure contexts. For B2B end users, money and reputation are at risk as they engage with a software product. Ensuring a design works in the context of daily activity is non-negotiable for a B2B application.

At Praxent, we’ve built custom software applications for a variety of B2B businesses. Many of them were designed for on-the-job use outside the traditional office setting. For instance, one application we designed was for use by medical staff as they rushed between hospital rooms. Another app we designed was meant to assist workers inspecting dark, above-ground oil tanks. We designed an app for consultants who spend a lot of time working on cramped airplanes, and we even built one for veterinarians who often use the app as they stand in a cow pasture in the middle of the night. Each of these extreme contexts of use had incredibly important implications for the design and functionality of the software we created.

Context of use affects every aspect of user demand on your software application, from what types of technology should support the app, to how the user interface should appear. It’s impossible to successfully design software for B2B circumstances in an air-conditioned conference room. Get out of the office and observe end users in their work environments. Then  design based on what will make their lives easier.

>> How to Conduct Practical User Research (Without Spending Thousands)

  1. Ease Access to Human Support

B2B customers expect more individualized attention from their technology providers. While completely self-service technology may be a valid goal for B2C products, that is not the case for B2B. While B2B customers do expect to be able to conduct business after hours without needing to call for help, they also expect to get help immediately if the technology fails to deliver.

Plan in advance for B2B end users to contact customer support or their assigned account manager if they get stuck using a software product. Consider embedding chat, text, call, or help desk functionality directly within the product to save end users the time of switching contexts to reach technical support.

  1. Plan for Heightened Security and Privacy

While security and privacy are essential for any technology product, expect B2B customers to be more concerned with how their data is protected than the average consumer. In practice, this could mean offering on-premise hosting, ensuring all data is encrypted in motion and at rest, conducting regular security audits and penetration testing, and implementing strict access control and disaster recovery procedures.

  1. Invest in Software Engineering Best Practices

It would be silly to apply the same structural engineering practices when building a dog house as you would when building a skyscraper. Similarly, the amount of care taken to enforce software engineering best practices when building a new digital product should be commensurate with the corresponding complexity and size of the product investment.

B2B products tend to be an order of magnitude more complex than B2C products; therefore, they require more rigorous attention to best practice. To ensure smooth delivery to your client, consider investing developer time into creating:

  • Repeatable DevOps processes
  • Robust automated test frameworks
  • Redundant, horizontally-scalable hosting environments
  • Clean-up sprints to optimize code and pay down technical debt as it accumulates
  1. Design for Multiple Roles and Complex Workflows

B2B applications tend to have a range of user types. Multiple employees with various responsibilities and very different levels of authority will be accessing the same custom software application.

Custom software for B2B companies needs to allow for complex, configurable workflows and differing levels of data access. Consider the following features when designing for multiple roles and complex workflows:

  • Single Sign-On capabilities
  • Configurable role-based access control
  • Hierarchical data access that mirrors a customer’s organizational structure
  • Queue-based system for task management (This type of system emulates the physical inboxes that enabled corporate collaboration before the rise of computers.)

Custom Software that Becomes a Competitive Advantage

The software B2B companies use to run their businesses must facilitate financial growth by making the most of their customized business offerings. Digital product designers and developers can offer B2B companies the tools to not only do business faster, but entirely disrupt the way their industries operate.

That being said, B2B custom software is a huge investment. Building a digital product that not only serves your client’s business goals, but is also delivered on budget and on time requires strong development process, hands-on user research, personal and consistent communication, and expert designers and engineers who excel at creative problem-solving.

About Kevin Hurwitz

With more than fifteen years of experience delivering business software solutions for more than 150 organizations, Kevin carries the responsibility of delivering innovative web and mobile-based software solutions at Praxent. He provides strategic and technical oversight to all client engagements to ensure quality development and exemplary client experiences.

About Praxent

Praxent is a digital innovation agency. Our team of US-based digital strategists, UX designers, and software developers works nationwide, converging at our home base in Austin, Texas. Our passion is to transform processes, enhance experiences, and empower people for B2B  businesses who want to win. We help our clients unlock potential and fuel growth with effortless user experiences and strategic technology tools.