Lucca · HR software · Engagement · 2025

Auditing the Engagement Software: Why It Stopped at Measuring

  • UX audit
  • Information architecture
  • Product vision
  • B2B SaaS

At a Glance

Context

I joined Lucca’s Talent team in April 2025 to work on Engagement, the app companies use to measure and improve employee well-being. In my first weeks, before habits set in, I audited it end to end. Dozens of UX issues traced back to three root causes, and one direction: help HR teams move from measuring engagement to acting on it.

My Role

Product designer, sole author of the audit. I explored the app, graded every finding, traced them to root causes, and turned them into three recommendations with sized next steps.

Timeline

April – May 2025 · shared May 12, 2025

Scope of the audit

  • 10areas of the app explored
  • 5stages of the engagement process mapped
  • 3root causes, 3 recommendations

01Context

A Rich App with a Two-Part Promise

Engagement is one of the four products in Lucca’s Talent suite. Lucca promises it will help companies take the pulse of their teams, act on their well-being, and improve their engagement.

The app covers a lot: surveys, Bloom for peer recognition, a direct line to start a conversation, discussions, action sheets and pillars.

What the audit covered10 of 14 areas
  • Survey creation
  • Survey results
  • Discussions
  • Direct line
  • Sending a Bloom
  • Viewing Blooms
  • Action list
  • Pillars
  • Dashboard
  • Settings
  • Deployment
  • Set-up
  • Cross-sell
  • Up-sell
Dashed areas were left for a later journey audit.

02What I found

Plenty of Content, No Clear Path

I graded every finding on the same four-level scale, so the team could tell urgent fixes from long-term bets at a glance.

Fix nowFix laterGood for nowOpportunity
  • Fix now

    Little Guidance, No Personalization

    Templates exist, but nothing scaffolds the work. People face dense content and do the heavy lifting alone, from creating a survey to tracking progress.

  • Fix later

    Weak Paths to Action

    The content is valuable, but few screens suggest a next step. The app measures well and stops there.

  • Fix later

    Fragmented Structure and Vocabulary

    The navigation feels like an incomplete puzzle. “Bloom” sits next to “Surveys”, one branded, one descriptive.

  • Fix later

    Uneven Delight

    Bloom and Surveys carry Lucca’s playful identity. Pillars, Discussions and the Action list feel left behind.

  • Opportunity

    An Untapped Position: The Full Improvement Cycle

    Engagement aims to cover the whole cycle: measure, act, monitor. Today most of the value sits in measuring. Strengthening action and monitoring would make the product’s impact, and its ROI, visible.

The key shift

Read the App as a Process, Not a Product

Instead of reviewing features one by one, I mapped them against the process an HR team actually goes through. The gaps lined up immediately.

    Goal

      In the app today

        Missing

          The question the audit left us with

          How might we help HR teams go from measuring engagement to acting on it?

          03Process

          From Symptoms to Root Causes

          A list of issues tells a team what to patch. Root causes tell it what to change. I kept digging until each finding pointed to a cause.

          1. Walk Every Journey

            Ten areas, hands on, through the main journey of each of our three personas: Daniel the admin, Marie the manager, and Valentin the employee.

          2. Grade What I Found

            Fix now, fix later, good for now, or opportunity. One scale for everything.

          3. Change the Lens

            Map the app against Lucca’s own promise, stage by stage, then check it against UX heuristics.

          4. Name Causes, Size Steps

            Group symptoms into root causes, then rate each next step by impact and effort.

          Beyond the app itself, I went through the Engagement feedback in Productboard and joined a client onboarding call. Everything came together in one Notion doc, with an annotated Figma board of screens, written to be shared with the team.

          A Menu That Reads Like a Puzzle, Not a Story of Engagement

          The menu mixed three kinds of things: branded features, functional objects and content categories. With no single logic, people couldn’t build a mental model or guess where the next step lived.

          • “Bloom” names both the feature and the message you send.
          • Pillars and themes, the app’s backbone, were nowhere in the navigation.
          Anonymized recreation. The process view is an illustration of the recommendation, not a shipped design.
          Create a survey
          Survey name *
          Team check-in, Q3 offsite…
          Languages

          Create this survey in several languages?

          YesNo

          Translate into

          FrenchEnglishGermanSpanish

          Write the survey in

          French

          Fallback language for everyone else

          French
          Start

          Before: a blank title and language settings come first. People have to know what to measure before the app helps them.

          Anonymized recreation of survey creation, before and now. Template names and copy are simplified.

          We Assumed People Already Knew What to Do

          The content was rich, but it expected HR teams to translate their real concern (turnover, burnout, retention) into the app’s vocabulary on their own. That takes motivation and ability many teams don’t have to spare.

          • Empty states sent people elsewhere instead of letting them start.
          • Long lists of questions and actions, all at once (Hick’s law at work).
          • No starting point by goal, like “prevent burnout”.

          The Value Wasn’t Visible Right Away, or Shown in the Product

          The promise is to measure and act. Results didn’t lead to actions, pillars didn’t show progress, and nothing compared one survey to the next. So the product couldn’t show its own impact.

          • Action sheets weren’t tied to survey results.
          • Pillars were static: no progress, activity or recommendations.
          • No way to compare results or see change over time.

          04Recommendations

          Three Recommendations, Each with a First Step

          An audit is only useful if the team can act on it on Monday. Every recommendation came with concrete next steps, rated by impact and effort, so quick wins stood out.

          Rethink the Information Architecture

          Organize the app around how people move from awareness to action, and align the vocabulary with it. Answers the menu puzzle.

          • Information architecture vision workshopImpact HighEffort HighPlanned for May 28, 2025
          • Copy workshop with Anne-Laure, Lucca’s UX writing expertQuick winImpact HighEffort Low
          • Progressive implementation planImpact HighEffort Medium

          Build Guidance into the Product

          Contextual onboarding, tailored prompts and role-based recommendations, so the right thing shows up at the right time. Answers the guidance gap.

          • Benchmark existing solutionsQuick winImpact HighEffort Low
          • Explore smart defaults and personalized pathsImpact HighEffort Medium

          Make Every Screen Lead to Action

          Add next steps where they matter most: empty states, survey results, the action list and pillars. Answers the hidden value.

          • Identify the most impactful pathEffort Low
          • Design action modules tied to survey resultsImpact HighEffort Medium

          Looking further

          Bigger Bets I Put on the Table

          Beyond the fixes, the audit opened a few directions for the product’s vision. I flagged them as opportunities, not commitments.

          • Opportunity

            Themes That Connect the Whole Suite

            Survey themes could link engagement results to the Lucca products that act on them. Pillars could then frame goals and track progress.

          • Opportunity

            A Maturity Matrix

            Show HR teams where they stand, so they feel progress, and want the next step.

          • Opportunity

            A Community Layer

            Templates, best practices and expert advice shared across companies, plus benchmarks as social proof.

          • Opportunity

            Meet People Where They Are

            Answer surveys in Slack or Teams, by QR code away from a desk, on mobile first.

          In parallel, I logged a series of quick wins, often simple UX issues or content that hadn’t been kept up to date. I turned them into a backlog the team could pick from, especially during cool-down periods.

          Want to Chat?

          I’d love to hear about what you’re building, especially if it’s in Montréal.

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