UI/UX approach and plan
■ Preparation for major expansion to 130+ countries and industries involved a thorough study.
■ I chose a UX researcher to collaborate with on the plan and script and to facilitate while I observed.
■ Several test reports led to design refinements and key insights.
UI/UX approach and plan (continued)
■ Design process and requirements plan.
■ Recommends beginning with a full study of the team's current platform.
■ Emphasizes the importance of business, product, project, IT and design collaboration on research, solutions and prioritization.
■ Emphasizes the value of early, agile prototyping and user testing.
UI/UX approach and plan (continued)
■ Study plan to begin research and ideate new features.
Test goals
■ High level goals for the platform and key features.
Persona matrix
■ Information gathering and analysis of key roles, levels and tasks.
■ Basis for interviews, task design and participant recruiting.
Test script
■ Remote test script drafted with UX researcher.
■ Open-ended questions explore specific journeys to accomplish key tasks on the current platform.
■ Findings inform enhancements and roadmap.
FAQ usability study notes
■ Test script and notes observing a remote test.
FAQ study report and key takeaways
■ Findings, ideas and changes emerging for a feature.
■ I designed and built prototypes and selected a UX researcher to help me develop the script, conduct remote tests, and prepare a summary of key findings.
■ I ran additional remote studies with WebEx.
