My Process

A look into some of the things I do with each project.

The meetings and deliverables will vary with the size, scope, and resources of each project, but the attention to detail and the focus on the user is always the same.

Four people taking user tests at a table in and office with laptop computers in front of them

Research Methods

  • Competitive Analysis
  • Customer Interviews
  • Brainstorming Workshops
  • Prototype Testing
  • Personas
  • End To End Customer Journey Map
  • Information Architecture

Approach

  • What are the difficulties or obstacles associated with app use and adoption?
  • Which data could we surface earlier in the experience?
  • Which tasks could we automate or eliminate from the process to deliver value sooner in the experience?
  • How do customers interact with the app on a daily basis?
  • What factors contribute to a positive app experience?

Kickoff & Collaboration Sessions

A kickoff collaboration session with stakeholders is always a great way to begin a project. Keeping a light atmosphere to share ideas and collaborate is key.  My goal is to come away from this session with a clear understanding of the project, prioritized features, and solid next steps.  Exercises like whiteboard sketching and card sorting are great ways to get things started.  This group collaboration makes everything a bit easier as we iterate and negotiate through the design process. Every project has a unique set of challenges, constraints, and resources; so the sessions will produce a varied set of deliverables.

  • Card-Sorting to Synthesize Research Insights
  • Whiteboard Sketching
  • Review of User Research Completed
  • Use Cases Defined
  • Personas Identified
  • Key Features Defined and Prioritized
  • Success Criteria Defined
  • Brief Competitive Analysis Outlined
  • Basic User Task Flows
Common user research documents including user journey map personas and mind mapping

Design & Prototyping

We take everything we’ve learned and put it together in a prototype medium.  I always advocate for the lightest format at this stage.  The goal is to quickly put a prototype in front users and stakeholders; get valuable feedback and iterate.

One of the following prototype formats will be produced
  • Sketched Prototypes
  • Wireframe Clickable Prototypes
  • Hi-Fidelity Mockup Clickable Prototypes
  • HTML/CSS Prototypes
My Tools
  • Figma- Sketch App
  • Adobe XD and Photoshop
  • Visual Studio Code
  • Whiteboard Sketching
animation showing a set of wireframes and a mouse pointer rolling over an app design

Release, Measure & Iterate

results from testing showing percentages and graphs

User testing, customer feedback, and data-driven analysis (like page click analytics and customer surveys) can lead to new ideas for improvement and highlight trouble spots in the experience