The process for every aspect of my UX work begins with getting an understanding of the objective for example it might be to create a new user on-boarding process or a microUX element such as button positioning and or colour. Below I’ve listed out the steps I take when working, I apply all of these methods where possible however sometimes It’s not necessary to go through every step.
Discuss objectives or requirements
This is fundamental to my process and to having a measurable target e.g. increase customer sign up or sales. Normally the requirement will come from the CEO, COO, Project Directors, owners or various stake holders. My role in this step is to understand what’s required and start planning, getting an understanding of the wider picture. Usually I’d work alongside a Business Analyst to get a greater understanding from a data point of view and begin the process.
User Experience Workshops
I run workshops entirely based on the project requirement, it might be an IA card sorting exercise or a persona and user journey workshop. Engaging clients and users in these workshops is an incredibly fruitful way to ensure the project gets off to the best possible start and with all the information required to do so. This also enables me to get a first hand understanding of all the bigger and smaller points of the project.
Following the workshops I’d look to digitise the IA and or User Personas so that we can look to identify every step of the process and start to streamline steps at every opportunity. This is also helpful for stakeholders or project owners to review and make sure we’re on the right path.
Compare, research and analyse
As with any type of UX I like to see “what others are doing”. I usually find looking at leading marketing competitors and understanding how they operate is an ideal guide. From here I will begin to forge my ideas.
I will reconvene with the project owners and with Front End Developer as well as developers (production team) to present both my flowcharts and wireframe prototypes. This enables me to walk every person through the UX step by step and allows the project owners to ask questions, suggest changes and or sign off. This process also allows the production team to have an insight into whats expected and allow them to start building up a picture of whats to come. Often I’ll sit with the production team and we will discuss the more technical aspects of the project.
I work on UI creative and present these to everyone involved in the project to make sure everyone is happy with my suggestive layout & design, it also gives me a chance to “sanity check” my ideas with marketing, sales and others.
Once a build is underway, at various points I might work with a production team member on an issue that has an impact on the journey. When a project is ready for roll out I will QA it and present to stake holders and project owners to make sure everyone is happy to go live.
Post live rollout
I will constantly review the designs, process alongside data guides such as Crazy Egg or Google Analytics or sales teams to ensure the process is working exactly as should be. If we find it needs tweaking we use the data collected to make adjustments.