FACILITATING RESEARCH
Focusing on user-centric research,
strategy & discovery
I partner with product and research team to understand your users, connect qualitative and quantitative data to Identities, and translate business insights into compelling experiences for critical platform capabilities.
Leadership Debrief & Interviews
Understand the goals, north star and scope of the research study. Ask questions of leadership around scope, org pain-points, and define a North Star. This is also a great time to cover the discovery process, arrange user participation, and outline expectation.
02.
Product & Team Leadership Discussions
Align with heads of the organization and management to understand what the goals of departments and overall teams. Also, meet with the leads of the Product, Creative and Development Teams to ensure any research deliverables will meet their internal needs, timeline and scope.
03.
Solution Analysis & Approach
An analysis of the challenge helps determine the approach for discovery that will yield the best results and guarantee success. This should be where based on needs, the discovery type is defined. Are we trying to improve the customer experience, or the user experience? Research should fit the solution.
04.
User Interviews & Deep Dive Discussions
Align with heads of the organization and management to understand what the goals of departments and overall teams. Also, meet with the leads of the Product, Creative and Development Teams to ensure any research deliverables will meet their internal needs, timeline and scope.
05.
Persona Development
Use the information gleaned from interviews to define the users/customers into high-level archetypes. Create false profiles that mimic characteristics, goals, tasks, demographics and challenges. Think about how their age, title, role, and goals affect the choices they would make. How would their decisions be affected by their characteristics?
06.
Mapping Journeys & Feature Finding
Leverage the personas and archetypes to document the present mode of operations for each. Now that you are informed on the present journey, with the help of the users, ideate the future mode of operations. Ask questions like, “How do you envision this playing? How would you change and improve this journey for yourself?”
07.
Brainstorming Sessions of Value
From Design Thinking to Six Sigma Sessions, having a variety of problem solving methodologies in your UX/CX toolkit and knowing which ones apply to the problem at hand is the thing to do! This is the time to decide which ones will be valuable to the goal, and don’t forget to include users in this process.
08.
Record, Evaluate, Assess & Report VoC
The users have communicated their ideas and frustrations. We must summarize the information for leadership and the product team. After recording and collecting all of the feedback, data and ideas from the ux discovery participants, it is critical to interpret the research into actionable feature improvements, function, architecture and content.
09.
Whiteboarding & Feature Ideation
After identifying the features that if added or improved may perfect an experience or may be removed because they do not contribute to the experience. Whiteboarding with the users is a great way to envision ideas. Asking “How do you envision it would work?” is a start.
10.
Wire-framing, Planning, Testing & Validation
At this point of the research journey, we have the pain-points that need improvement, the ideas, new features with initial whiteboard sketches and an assessment of key journeys. Let’s take these white boards and refine them, filling in the experience gaps and adding any missing functionality. I encourage testing these with the user, to ensure their needs are being met.
11.
Product Design & Component Libraries
Translating wireframes to high-fidelity mockups would be the final step in a UX/CX designer’s journey. 3-5 Mocks containing a variety of elements to ensure that design does not go too far before it is approved by creative and leadership! Thats It!
Check out my most recent case studies,
product designs, brands designs and strategies portfolio samples.
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