Design Process

The design process includes a wide range of methodologies to ensure that an end product achieves its core (often business) objectives whilst providing its users with the most efficient and engaging experience possible. Together with user interface design, which is the actual visual design of a website or application, the focus remains on the user's experience and interaction.

Lean UX

Although conducting an effective and thorough analysis upfront is very important, I am personally a proponent of the “Lean UX” methodology with less emphasis on deliverables and greater focus on the actual experience being designed. The goal is to define the core components in the initial concept in an effort to quickly visualize the workflow, and build a prototype to further refine the idea. This means all of your resources should be focused on planning, designing, developing, and delivering a remarkably well-crafted core experience.

Lean Methodology, developed by Eric Ries in 2008, is a process for delivering products and businesses. In his book, Ries explains to us how Lean Methodology provides us with techniques to test our assumptions against reality at an early stage, when our attachment to them is relatively young and before we have invested time, energy and money into realizing them. Lean is thinking about the best way to spend time and money, not just the quickest, easiest or least expensive way. It's about doing things right, but as quickly as possible given the company’s resources.

User Interface Design and Prototyping

I use Sketch, which is a digital design tool for all interactive and visual interface–based initiatives. In addition, I leverage InVision, which is a collaboration, interactive and prototyping tool to share projects with colleagues and clients.

For example, the following art boards were created in Sketch and uploaded to InVision for easy review and feedback.

A designer's toolkit includes various disciplines and technologies focusing on user interface design, and the combination of these tools makes user experience design much more efficient for designers and developers.

UX Mapping Methods

Credit: UX Mapping Methods Compared: A Cheat Sheet | Nielsen Norman Group

UX Research Methods

Using appropriate UX research methods keeps me focused on the end user and enables me to translate the results into user needs and goals. These research methods are a great learning tool that helps point me in the right direction and also helps to support all my design decisions.

Common Methods and Techniques (click to expand)
  1. Kick-Off Meeting Questionnaire
    • Requirements Gathering
  2. Kickoff Meeting:
    • Review, discuss and complete kickoff meeting questionnaire
    • Value Proposition
      • A statement that helps the team map out and create consensus around the key aspects of product and how it will be used.
    • Product Roadmap
      • Product roadmap is a product's evolution plan with prioritized features. It presents strategic guidance to team members and business partners that provides organizations with a plan to shape, define and achieve their product's vision.
    • Develop the project goals, deliverables and a rough product plan
    • Define key success factors
    • Identify team members and responsibilities
  3. Conduct a task analysis
    • A study of the actions required in order to complete a given task. Task Analysis is helpful when designers and developers try to understand the current system and its information flows. It makes it possible to allocate tasks appropriately within the new system.
  4. Competitive Audit
    • Compare features with websites or products of similar subject matter that provide a better user experience to see how each feature area could be improved. The goal of competitive audit is to discover and analyze what is working for other companies in your industry, so that you can make those strategies work for you in an effort to gain a competitive advantage.
  5. Content Audit
    • A complete listing of every content item on the site that include all pages, as well as all assets (such as downloadable files and videos) tracked in a spreadsheet.
  6. Accessibility Audit
    • A study to measure if the website or product can be used by users with special needs and disabilities.
  7. Stakeholders Interviews
    • Stakeholder Interviews are conversations UX designers conduct with their key stakeholders such as customers, bosses, subordinates or peers that helps prioritise features and define key performance indicators (KPIs).
  8. User Interview
    • A user interview is a technique used typically to get qualitative information from existing users and is especially useful when the target audience is new or unknown for the team.
  9. Buyer Personas
    • Buyer personas are semi-fictional representations of your ideal customer based on real data and some select educated speculation about customer demographics, behavior patterns, motivations and goals. Buyer personas must be based off of actual research, not assumptions. Start by interviewing your current customers and look-out for trends.
  10. Heuristic Evaluation
    • Heuristic Evaluation helps UX designers visualize the current state of the product in terms of usability, accessibility, and effectiveness of the experience. Basically, it is a detailed analysis of a product that highlights good and bad design practices.
  11. Card Sorting
    • Card sorting is a method used to help design or evaluate the information architecture of a product. UX designer asks users to group content and functionalities into specific categories. Basically, a method for finding patterns in how users expect to find and organize content without pre-established groupings.
  12. Brainstorming
    • Brainstorming is a method to generate ideas, solve problems and allows the team to visualize a broad range of design solutions before deciding on the best option.
  13. Focus Groups
    • A focus group is a moderated discussion that typically involves 5 to 10 participants. You bring people to discuss issues and concerns about the features of a user interface.
  14. Usability Testing
    • Usability testing is the observation of users trying to carry out tasks with a product. Testing can be focused on a single process or be much more wide ranging.
  15. Eye Movement Tracking
    • A technology that analyzes the user's eye movements across the interface and provides data about what keeps users interested on the screen and how their reading flow could be optimized by design.
  16. Concept Testing
    • A UX researcher shares an approximation of a product that captures the key essence (the Value Proposition) of a new concept in order to determine if it meets the needs of the target audience.
  17. A/B Testing
    • A/B testing is offering alternative versions of a product to different users and comparing the results in order to find out which one performs better. This is a great technique for optimizing landing pages.
  18. Field Studies
    • Field study is about going out and observing users on their natural setting so that behavior can be measured in the context where a product will actually be used.
  19. Guerrilla Testing
    • Guerrilla testing usually means going into a public place to ask people there about your product or prototype, essentially anywhere where you can find a relevant audience.
  20. More Brainstorming
    • Brainstorming is a method to generate ideas, solve problems and allows the team to visualize a broad range of design solutions before deciding on the best option.

Important, the key is that your documentation should help move the design forward because it's all about making documentation complementary rather than supplementary to the design process.