Purpose
Domain research provides a better understanding of user needs, behaviors, and industry-specific contexts. By identifying trends, analyzing competitors, and understanding user challenges, teams can make informed decisions that prioritize features and optimize experiences. This research fosters empathy, crucial for designing solutions that resonate with users.
Deliverables
- Industry trends
- Terminology / jargon used
- Competitive insights
Purpose
User research allows teams to gain deep insights into the behaviors, needs, preferences, and pain points of the target users. By directly engaging with users through various research methods such as interviews and surveys, teams can understand their customers with greater context, their greatest needs, their habits, and more. Like Domain Research, user research informs the design process, guiding decisions to create intuitive, efficient, and satisfying user experiences.
Deliverables
- Personas
- Job maps
- Taxonomies
- Customer journeys
- Prioritized user needs
- Business & user problem alignment
Process
Develop Research Plan & Moderator Guide
- Identify the research hypothesis, learning goals (in question form)
- Develop the timeline including prep, estimated coordination timetable, and synthesis
- Describe strategy acquiring research participants
- Develop talking points and questions to be used in the interview
- Create pre- and post- email communication message templates
Prepare & Facilitate Interview
- Prepare whiteboard canvas with stickies to support interview prompts and mental models (Mural/FigJam for online sessions)
- Facilitate the session and have at least 1 dedicated note taker present (alternative would be an AI-based note taker)
Synthesize Information & Present Insights
- Compile notes from others and compile all information (including stickies) on a white board
- Cluster like comments and describe relationships between clusters
- Present insights and recommendations to product team and key stakeholders, highlighting salient quotes and next steps
Purpose
Assuming the industry or domain is new to me, I will do research on the industry to get familiar with it so that will further assist my future design and research efforts.
Deliverables
Process
Brainstorm Ideas
- Workshop ideas with product managers, engineers, and subject matter experts
- Facilitate discussion around ideas to clarify intent and details
- Conduct voting session to build consensus around ideas to test
Conduct Resonance Testing
- Refine workshop top 3 to 5 ideas for an interview-friendly format
- Facilitate discussion around ideas with customers to test understanding of the problem and our approach to solving it
- Pass/Fail: If all ideas don't resonate with customers, re-evaluate the problem and repeat brainstorming step
Create Concept Design
- Refine top idea into a demo of the future solution
- Record the simulation of the experience while providing a talk track to describe how the future solution would work
- Survey participants at the end of the video asking for ratings on: importance of underlying job, satisfaction with current workflow/solution, and satisfaction with new workflow/solution
- Pass/Fail: If concept performs poorly (the delta in satisfaction between old and new is too close or performs worse) then review qualitative feedback to understand what's missing from the experience, and redo the concept to address those gaps
Design the Workflow
Based on feedback from the concept testing, changes to the workflow will be made. Additional detail to the workflow, such as edge case support, will be documented. In collaboration with product and engineering, a final workflow will be produced.
- Diagram the full workflow – start, middle, and end of all tasks – with all actors
- Pass/Fail: Address concerns around cost with product and engineering by revising workflow to support the product budget