Participants consistently abandoned tasks requiring the ‘Advanced Options’ panel, stating it was “hidden behind too many clicks.”

Redesign the settings navigation to surface advanced options more prominently.

The iconography used for ‘Export’ is routinely confused with ‘Share’, leading to unintended data exposure concerns.

Differentiate the Export and Share icons with distinct visual treatments.

Power users expressed acute frustration with the one-by-one item editing workflow, requesting a tabular grid view.

Add a bulk editing mode with tabular grid view for power users.

Integration with standard SSO providers (Okta, Google) was raised unprompted in multiple enterprise context interviews.

Prioritize SSO integration for enterprise customers in the next quarter.

The system’s definition of a Workspace conflicts with users’ mental model; they expect it to function as a shared folder, not an isolated instance.

Align the Workspace concept with users' shared folder mental model.

The automated weekly digest was frequently cited as the primary reason for retaining the tool, saving an estimated 4 hours weekly.

Keep investing in automated reporting — it's the top retention driver.

Visual aesthetic of the exported PDFs was praised for being “client-ready” without requiring further manipulation.

Maintain the current PDF export quality — it's a competitive advantage.