Out of Scope for SAF - My Business and Ongoing Use

### Summary (what we learned)

**Primary sources**
Docs can be found here:
https://bcgov.sharepoint.com/:f:/r/teams/07717/Shared%20Documents/COLIN%20Egress%20Team/SAF%20-%20User%20Feedback?csf=1&web=1&e=Z2SU1V
(Contains *Migration User Testing Review – BC Registries and Online Services.pptx* and *BC Registries Theme Registry.xlsx*.)

User testing shows that after migration, business owners expect a **single, clear place**
to see and manage their business information. Participants compared the experience to
modern digital services and expected information to be easy to find without navigating
between multiple views.

What worked well in the first iteration:
- Participants described the new interface as cleaner and more modern
- Dashboard‑style views increased confidence
- Goodwill toward the new system was strong once users oriented themselves

Notes from the **Service Designer** emphasize that fragmented views create ongoing friction,
and that a centralized dashboard is key to long‑term satisfaction.

Caveat - testers were not using their own business so the challenges relating to recognition of what the dashboard was may have contributed to the testing results.

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### Outcome
Users can easily see, understand, and manage their business information over time.

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### User Story: See all my businesses in one place
Confidence: **High**
Support Risk: **Med**

As a business owner
I want to see all my businesses in one place
So I do not have to search for them

#### Notes from user testing

**Source: Migration User Testing Review (slides 22–23)**
- Participants expected all linked businesses to be visible together
- Users wanted to avoid navigating between multiple views
- Multiple views were perceived as separate dashboards

**Source: Theme Registry**
- People want one place to see all their business information (T26)

#### What worked well
- Centralized views felt intuitive
- Users felt more in control when everything was visible

#### Suggestions noted by Service Designer
- Consolidate business views where possible
- Reduce the need to search or navigate to find linked businesses

#### Actions
- [ ] Ensure all linked businesses surface in a single view
- [ ] Reduce reliance on search to locate businesses
- [ ] Validate visibility for users with multiple entities

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### User Story: See a clear snapshot of my business
Confidence: **Med**
Support Risk: **Low**

As a business owner
I want a clear snapshot of my business
So I understand its current state

#### Notes from user testing

**Source: Migration User Testing Review (slides 22–23)**
- Participants wanted quick access to business status, filings, and history
- Users expected a “current snapshot” similar to modern services

**Source: Theme Registry**
- People want one place to see all their business information (T26)
- The new system is expected to be easier and more intuitive (T24)

#### What worked well
- Dashboard summaries increased confidence
- Visual clarity helped users understand status quickly

#### Suggestions noted by Service Designer
- Present key business information up front
- Reduce effort required to understand current status

#### Actions
- [ ] Surface core business details at the top of the dashboard
- [ ] Minimize clicks needed to understand status
- [ ] Validate that users can quickly answer “what’s going on with my business”

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### User Story: Easily find information in the new system
Confidence: **Med**
Support Risk: **Med**

As a business owner
I want information to be easy to find
So managing my business feels straightforward

#### Notes from user testing

**Source: Migration User Testing Review (slides 22–23)**
- Participants expected information to surface more easily than in Corporate Online
- Searching and navigating felt unnecessary for routine tasks

**Source: Theme Registry**
- People expect the new system to be easier and more intuitive (T24)
- Updating and finding basic business details is less obvious than expected (T25)

#### What worked well
- Familiar layouts reduced learning effort
- Clear structure supported confident navigation

#### Suggestions noted by Service Designer
- Improve how information is surfaced
- Make routine information easier to access without searching

#### Actions
- [ ] Review where key business details surface
- [ ] Reduce reliance on deep navigation for common tasks
- [ ] Validate findability for routine updates
``

Start by reviewing Migration User Testing Review slides 22–23 and the Theme Registry findings cited in the issue. Identify the dashboard views and business information involved before defining an implementation scope. Done means linked businesses, key status details, and routine information are easy to find in a single clear experience, validated for users with multiple entities.

Written by the indexing model from the issue text.