What should a B2B software design portfolio show?

A useful portfolio for B2B software shows workflows, data-heavy screens and the reasoning behind them. Landing pages and mobile concepts show little about the ability to design an ERP module.

Much B2B work is under NDA, so a portfolio may show anonymised examples and describe the problem in words.

Summarize with:

Key facts

  • Data density, several roles and redesigns of live products show B2B design ability.
  • Much B2B work is under NDA.
  • Anonymised examples with a description of the problem, constraints and decisions are common.
  • Visual style alone is a weak basis for choosing.
  • A conversation about one of your own workflows shows more than images.

What to look for

  • Screens with real data density: tables, forms, line items
  • Several user roles in one product
  • Before and after for a redesign of a live product
  • Design system components and rules
  • A description of the problem, the constraints and the decisions
Portfolio evidence
Assess completed projects, reviews, enterprise experience, long-term partnerships and relevant domain expertise.

Reading a case study

Look for What it tells you
The problem in the client’s terms Whether the team understood the business
Constraints Whether the design was made to be built
Several roles and states Whether the work goes beyond the main screen
Results reported by the client Whether the work changed something measurable
Duration of the relationship Whether clients come back
Portfolio evidence
When work is under NDA

Anonymised entries describe the type of software, the scope and the constraints without naming the client. A discussion can test the team’s reasoning, but does not independently verify authorship or results. Ask for client-approved evidence or references where available, without requesting disclosure that breaches an NDA.

Common mistakes

  • Judging by visual style alone
  • Expecting named clients for every project in a field where NDAs are common
  • Skipping a conversation about one of your own workflows

Where we’ve worked on this

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