April 2, 2024
6 min

Clara Kliman-Silver: AI & design: imagining the future of UX

In the last few years, the influence of AI has steadily been expanding into various aspects of design. In early 2023, that expansion exploded. AI tools and features are now everywhere, and there are two ways designers commonly react to it:

  • With enthusiasm for how they can use it to make their jobs easier
  • With skepticism over how reliable it is, or even fear that it could replace their jobs

Google UX researcher Clara Kliman-Silver is at the forefront of researching and understanding the potential impact of AI on design into the future. This is a hot topic that’s on the radar of many designers as they grapple with what the new normal is, and how it will change things in the coming years.

Clara’s background 

Clara Kliman-Silver spends her time studying design teams and systems, UX tools and designer-developer collaboration. She’s a specialist in participatory design and uses generative methods to investigate workflows, understand designer-developer experiences, and imagine ways to create UIs. In this work, Clara looks at how technology can be leveraged to help people make things, and do it more efficiently than they currently are.

In today’s context, that puts generative AI and machine learning right in her line of sight. The way this technology has boomed in recent times has many people scrambling to catch up - to identify the biggest opportunities and to understand the risks that come with it. Clara is a leader in assessing the implications of AI. She analyzes both the technology itself and the way people feel about it to forecast what it will mean into the future.

Contact Details:

You can find Clara in LinkedIn or on Twitter @cklimansilver

What role should artificial intelligence play in UX design process? 🤔

Clara’s expertise in understanding the role of AI in design comes from significant research and analysis of how the technology is being used currently and how industry experts feel about it. AI is everywhere in today’s world, from home devices to tech platforms and specific tools for various industries. In many cases, AI automation is used for productivity, where it can speed up processes with subtle, easy to use applications.

As mentioned above, the transformational capabilities of AI are met with equal parts of enthusiasm and skepticism. The way people use AI, and how they feel about it is important, because users need to be comfortable implementing the technology in order for it to make a difference. The question of what value AI brings to the design process is ongoing. On one hand, AI can help increase efficiency for systems and processes. On the other hand, it can exacerbate problems if the user's intentions are misunderstood.

Access for all 🦾

There’s no doubt that AI tools enable novices to perform tasks that, in years gone by, required a high level of expertise. For example, film editing was previously a manual task, where people would literally cut rolls of film and splice them together on a reel. It was something only a trained editor could do. Now, anyone with a smartphone has access to iMovie or a similar app, and they can edit film in seconds.

For film experts, digital technology allows them to speed up tedious tasks and focus on more sophisticated aspects of their work. Clara hypothesizes that AI is particularly valuable when it automates mundane tasks. AI enables more individuals to leverage digital technologies without requiring specialist training. Thus, AI has shifted the landscape of what it means to be an “expert” in a field. Expertise is about more than being able to simply do something - it includes having the knowledge and experience to do it for an informed reason. 

Research and testing 🔬

Clara performs a lot of concept testing, which involves recognizing the perceived value of an approach or method. Concept testing helps in scenarios where a solution may not address a problem or where the real problem is difficult to identify. In a recent survey, Clara describes two predominant benefits designers experienced from AI:

  1. Efficiency. Not only does AI expedite the problem solving process, it can also help efficiently identify problems. 
  2. Innovation. Generative AI can innovate on its own, developing ideas that designers themselves may not have thought of.

The design partnership 🤝🏽

Overall, Clara says UX designers tend to see AI as a creative partner. However, most users don’t yet trust AI enough to give it complete agency over the work it’s used for. The level of trust designers have exists on a continuum, where it depends on the nature of the work and the context of what they’re aiming to accomplish. Other factors such as where the tech comes from, who curated it and who’s training the model also influences trust. For now, AI is largely seen as a valued tool, and there is cautious optimism and tentative acceptance for its application. 

Why it matters 💡

AI presents as potentially one of the biggest game-changers to how people work in our generation. Although AI has widespread applications across sectors and systems, there are still many questions about it. In the design world, systems like DALL-E allow people to create AI-generated imagery, and auto layout in various tools allows designers to iterate more quickly and efficiently.

Like many other industries, designers are wondering where AI might go in the future and what it might look like. The answer to these questions has very real implications for the future of design jobs and whether they will exist. In practice, Clara describes the current mood towards AI as existing on a continuum between adherence and innovation:

  • Adherence is about how AI helps designers follow best practice
  • Innovation is at the other end of the spectrum, and involves using AI to figure out what’s possible

The current environment is extremely subjective, and there’s no agreed best practice. This makes it difficult to recommend a certain approach to adopting AI and creating permanent systems around it. Both the technology and the sentiment around it will evolve through time, and it’s something designers, like all people, will need to maintain good awareness of.

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1 min read

What’s the difference between UI and UX?

UI and UX are two terms that are often used interchangeably and confused for one another, but what do they actually mean? And is there a crossover between them?

These two terms have only grown in use in recent years, thanks largely to the exploding technology sector. This is great news. For organizations, effectively harnessing UX and UI enables them to build products and services that people will actually want to use – and continue using. For users, they’ll have access to products designed for them. 

What is UX? 🤳🎯

User experience (UX as it’s commonly called) refers to the experience that a person has with a product or service. 

We can determine whether a user experience is good or bad based on how easy (or difficult) it is for users to interact with the various elements of a product or service. Is the sign-up flow easy to use? Does the CTA button on the homepage encourage users to click? UX design exists to answer questions like these – and here’s how.

At the core of UX design is user research, which you can use to understand customer pain points and actually build products designed for the people using them. Typically, user research involves the use of a number of different research methods designed to answer specific questions. Card sorting, for example, can show you how people think the information on your website should be arranged.

Designer and information architect Peter Morville came up with the user experience honeycomb, which demonstrates the various components of UX design.

The UX honeycomb. Source.

Don Norman of Nielsen Norman Group defines UX as “[encompassing] all aspects of the end-users interaction with the company, its services, and its products”.

If this seems broad, that’s because it is. UX actually extends beyond just the digital products of an organization and can be used for areas like retail, customer service and more. In fact, there’s actually a growing movement to replace UX with customer experience (CX), as a way of encompassing all of these disparate elements.

What is UI? 🪄📲

User interface (UI), in the most stripped-back definition, is the interface by which a user and a computer system communicate with one another. This includes the touchscreen on your smartphone, the screen on your laptop, your mouse and keyboard and countless other mechanisms.

With this in mind, user interface design is focused on the elements that users will see on these interfaces, such as buttons, text and images. UI design is all about layout, look and feel. The objective of UI design is to visually guide users through an interface so they can complete their task. In a nutshell, you don’t want a user to think too hard about what they’re doing.

Shown here: The user interface of the Tesla Model S. Source.

UI has its origins in the 1980s, when Xerox developed the very first graphical user interface (GUI). Instead of needing to interact with a computer through a programming language, people could now use icons, menus and buttons. The rest, as they say, is history. Apple came along with the Macintosh computer in 1984 (bringing with it the first point and click mouse), and now we’re all carrying smartphones with touch screens that even a baby can operate.

Like UX, UI has grown significantly – going far beyond what you’ll see on a computer screen. Those involved in the field of UI design today will work as much on the interfaces of computer programs and apps as they will on the user interfaces of cars, wearable devices and technologies in the home. If current trends continue, UI design is likely to become an even bigger field in the years ahead.

What’s the difference between UX and UI? 👀

UX and UI are both essential components of a product or service. You can’t have one without the other, and, as we’ve explored, neglecting one could have serious consequences for your product’s success.

The difference between UX and UI is that UX is focused on the experience of using something and UI is focused on the look and feel of the interface. 

“User Experience (UX) and User Interface (UI) are some of the most confused and misused terms in our field. A UI without UX is like a painter slapping paint onto a canvas without thought; while UX without UI is like the frame of a sculpture with no paper mache on it. A great product experience starts with UX followed by UI. Both are essential for the product’s success”. - Rahul Varshney, co-creator of Foster.fm

The difference between UX and UI is that UX is focused on the experience of using something and UI is focused on the look and feel of the interface. 

Or, if you’d prefer a statement from venerable Nielsen Norman Group: “It’s important to distinguish the total user experience from the UI, even though the UI is obviously an extremely important part of the design. As an example, consider a website with movie reviews. Even if the UI for finding a film is perfect, the UX will be poor for a user who wants information about a small independent release if the underlying database only contains movies from the major studios”.

With this in mind, let’s now take a look at the people behind UX and UI. What do the roles look like in these fields? And, more importantly, what do they involve?

UX and UI jobs guide 📱🧑🏻💻

  • Visual designer: This role works with other design roles in the organization (brand, marketing, etc) to ensure designs match brand guidelines. Visual designers also work with UX designers to verify that designs meet accessibility and usability requirements.
  • UX strategist: At the core, a UX strategist should act as a champion of good UX. That is to say, work to ensure the principles of usability and human-centered design are well understood and utilized. They should also assume some of the responsibility of product-market fit, and work with product managers and the ‘business’ side of the organization to mesh business requirements with user requirements.
  • UX designer: The most common UX profession, UX designers should have a strong understanding of the principles of UX design as well as some research ability. Essentially a jack of all trades, the UX designer will float between all stages of the UX lifecycle, helping out with usability tests, putting together prototypes and working with other areas of the organization.
  • Service designer: The service designer looks at the entire end-to-end process and works with other designers, pulling them when required to liaise on visual designs and UI work. In a smaller organization, the responsibilities of this role will typically be absorbed by other roles, but eventually, there comes a time for the service designer. 

Wrap up 🎬

UX and UI as terms are only going to continue to grow, especially as technology and technology companies continue to proliferate across the globe. If you want to make sure that the user experience and user interfaces of your product or service are fit for the people using them, there’s no better place to start than with user research using powerful tools.

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1 min read

A short guide to personas

The word “persona” has many meanings. Sometimes the term refers to a part that an actor plays, other times it can mean a famous person, or even a character in a fictional play or book. But in the field of UX, persona has its own special meaning.

Before you get started with creating personas of your own, learn what they are and the process to create one. We'll even let you in on a great, little tip — how to use Chalkmark to refine and validate your personas.

What is a persona?

In the UX field, a persona is created using research and observations of your users, which is analyzed and then depicted in the form of a person’s profile. This individual is completely fictional, but is created based on the research you’ve conducted into your own users. It’s a form of segmentation, which Angus Jenkinson noted in his article “Beyond Segmentation” is a “better intellectual and practical tool for dealing with the interaction between the concept of the ‘individual’ and the concept of ‘group’”.

Typical user personas include very specific information in order to paint an in-depth and memorable picture for the people using them (e.g., designers, marketers etc).

The user personas you create don’t just represent a single individual either; they’ll actually represent a whole group. This allows you to condense your users into just a few segments, while giving you a much smaller set of groups to target.

There are many benefits of using personas. Here are just a few:

     
  • You can understand your clients better by seeing their pain points, what they want, and what they need
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  • You can narrow your focus to a small number of groups that matter, rather than trying to design for everybody
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  • They’re useful for other teams too, from product management to design and marketing
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  • They can help you clarify your business or brand
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  • They can help you create a language for your brand
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  • You can market your products in a better, more targeted way

How do I create a persona?

There’s no right or wrong way to create a persona; the way you make them can depend on many things, such as your own internal resources, and the type of persona you want.

The average persona that you’ve probably seen before in textbooks, online or in templates isn’t always the best kind to use (picture the common and overused types like ‘Busy Barry’). In fact, the way user personas are constructed is a highly debated topic in the UX industry.

Creating good user personas

Good user personas are meaningful descriptions — not just a list of demographics and a fake name that allows researchers to simply make assumptions.

Indi Young, an independent consultant and founder of Adaptive Path, is an advocate of creating personas that aren’t just a list of demographics. In an article she penned on medium.com, Indi states: “To actually bring a description to life, to actually develop empathy, you need the deeper, underlying reasoning behind the preferences and statements-of-fact. You need the reasoning, reactions, and guiding principles.”

One issue that can stem from traditional types of personas is they can be based on stereotypes, or even reinforce them. Things like gender, age, ethnicity, culture, and location can all play a part in doing this.

In a study by Phil Turner and Susan Turner titled “Is stereotyping inevitable when designing with personas?” the authors noted: “Stereotyped user representations appear to constrain both design and use in many aspects of everyday life, and those who advocate universal design recognise that stereotyping is an obstacle to achieving design for all.”

So it makes sense to scrap the stereotypes and, in many instances, irrelevant demographic data. Instead, include information that accurately describes the persona’s struggles, goals, thoughts and feelings — all bits of meaningful data.

Creating user personas involves a lot of research and analyzing. Here are a few tips to get you started:

1) Do your research

When you’re creating personas for UX, it’s absolutely crucial you start with research; after all, you can’t just pull this information out of thin air by making assumptions! Ensure you use a mixture of both qualitative and quantitative research here in order to cast your net wide and get results that are really valuable. A great research method that falls into the realms of both qualitative and quantitative is user interviews.

When you conduct your interviews, drill down into the types of behaviors, attitudes and goals your users have. It’s also important to mention that you can’t just examine what your users are saying to you — you need to tap into what they’re thinking and how they behave too.

2) Analyze and organize your data into segments

Once you’ve conducted your research, it’s time to analyze it. Look for trends in your results — can you see any similarities among your participants? Can you begin to group some of your participants together based on shared goals, attitudes and behaviors?

After you have sorted your participants into groups, you can create your segments. These segments will become your draft personas. Try to limit the number of personas you create. Having too many can defeat the purpose of creating them in the first place.

Don’t forget the little things! Give your personas a memorable title or name and maybe even assign an image or photo — it all helps to create a “real” person that your team can focus on and remember.

3) Review and test

After you’ve finalized your personas, it’s time to review them. Take another look at the responses you received from your initial user interviews and see if they match the personas you created. It’s also important you spend some time reviewing your finalized personas to see if any of them are too similar or overlap with one another. If they do, you might want to jump back a step and segment your data again.

This is also a great time to test your personas. Conduct another set of user interviews and research to validate your personas.

User persona templates and examples

Creating your personas using data from your user interviews can be a fun task — but make sure you don’t go too crazy. Your personas need to be relevant, not overly complex and a true representation of your users.

A great way to ensure your personas don’t get too out of hand is to use a template. There are many of these available online in a number of different formats and of varying quality.

This example from UX Lady contains a number of helpful bits of information you should include, such as user experience goals, tech expertise and the types of devices used. The accompany article also provides a fair bit of guidance on how to fill in your templates too. While this template is good, skip the demographics portion and read Indi Young’s article and books for better quality persona creation.

Using Chalkmark to refine personas

Now it’s time to let you in on a little tip. Did you know Chalkmark can be used to refine and validate your personas?

One of the trickiest parts of creating personas is actually figuring out which ones are a true representation of your users — so this usually means lots of testing and refining to ensure you’re on the right track. Fortunately, Chalkmark makes the refinement and validation part pretty easy.

First, you need to have your personas finalized or at least drafted. Take your results from your persona software or template you filled in. Create a survey for each segment so that you can see if your participants’ perceptions of themselves matches each of your personas.

Second, create your test. This is a pretty simple demo we made when we were testing our own personas a few years ago at Optimal Workshop. Keep in mind this was a while ago and not a true representation of our current personas — they’ve definitely changed over time! During this step, it’s also quite helpful to include some post-test questions to drill down into your participants’ profiles.

After that, send these tests out to your identified segments (e.g., if you had a retail clothing store, some of your segments might be women of a certain age, and men of a certain age. Each segment would receive its own test). Our test involved three segments: “the aware”, “the informed”, and “the experienced” — again, this has changed over time and you’ll find your personas will change too.

Finally, analyze the results. If you created separate tests for each segment, you will now have filtered data for each segment. This is the real meaty information you use to validate each persona. For example, our three persona tests all contained the questions: “What’s your experience with user research?” And “How much of your job description relates directly to user experience work?”

Persona2 results
   Some of the questionnaire results for Persona #2

A

bove, you’ll see the results for Persona #2. This tells us that 34% of respondents identified that their job involves a lot of UX work (75-100%, in fact). In addition, 31% of this segment considered themselves “Confident” with remote user research, while a further 9% and 6% of this segment said they were “Experienced” and “Expert”.

Persona #2’s results for Task 1
   Persona #2’s results for Task 1

These results all aligned with the persona we associated with that segment: “the informed”.

When you’re running your own tests, you’ll analyze the data in a very similar way. If the results from each of your segments’ Chalkmark tests don’t match up with the personas you created, it’s likely you need to adjust your personas. However, if each segment’s results happen to match up with your personas (like our example above), consider them validated!

For a bit more info on our very own Chalkmark persona test, check out this article.

Further reading

 

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1 min read

UX research methods for each product phase

What is UX research? 🤔

User experience (UX) research, or user research as it’s commonly referred to, is an important part of the product design process. Primarily, UX research involves using different research methods to gather information about how your users interact with your product. It is an essential part of developing, building and launching a product that truly meets the requirements of your users. 

UX research is essential at all stages of a products' life cycle:

  1. Planning
  2. Building
  3. Introduction
  4. Growth & Maturity

While there is no one single time to conduct UX research it is best-practice to continuously gather information throughout the lifetime of your product. The good news is many of the UX research methods do not fit just one phase either, and can (and should) be used repeatedly. After all, there are always new pieces of functionality to test and new insights to discover. We introduce you to best-practice UX research methods for each lifecycle phase of your product.

1. Product planning phase 🗓️

While the planning phase it is about creating a product that fits your organization, your organization’s needs and meeting a gap in the market it’s also about meeting the needs, desires and requirements of your users. Through UX research you’ll learn which features are necessary to be aligned with your users. And of course, user research lets you test your UX design before you build, saving you time and money.

Qualitative Research Methods

Usability Testing - Observational

One of the best ways to learn about your users and how they interact with your product is to observe them in their own environment. Watch how they accomplish tasks, the order they do things, what frustrates them, and what makes the task easier and/or more enjoyable for your subject. The data can be collated to inform the usability of your product, improving intuitive design, and what resonates with users.

Competitive Analysis

Reviewing products already in the market can be a great start to the planning process. Why are your competitors’ products successful and how well do they behave for users. Learn from their successes, and even better build on where they may not be performing the best and find your niche in the market.

Quantitative Research Methods

Surveys and Questionnaires

Surveys are useful for collecting feedback or understanding attitudes. You can use the learnings from your survey of a subset of users to draw conclusions about a larger population of users.

There are two types of survey questions:

Closed questions are designed to capture quantitative information. Instead of asking users to write out answers, these questions often use multi-choice answers.

Open questions are designed to capture qualitative information such as motivations and context.  Typically, these questions require users to write out an answer in a text field.

2. Product building phase 🧱

Once you've completed your product planning research, you’re ready to begin the build phase for your product. User research studies undertaken during the build phase enable you to validate the UX team’s deliverables before investing in the technical development.

Qualitative Research Methods

Focus groups

Generally involve 5-10 participants and include demographically similar individuals. The study is set up so that members of the group can interact with one another and can be carried out in person or remotely.


Besides learning about the participants’ impressions and perceptions of your product, focus group findings also include what users believe to be a product’s most important features, problems they might encounter while using the product, as well as their experiences with other products, both good and bad.

Quantitative Research Methods

Card sorting gives insight into how users think. Tools like card sorting reveal where your users expect to find certain information or complete specific tasks. This is especially useful for products with complex or multiple navigations and contributes to the creation of an intuitive information architecture and user experience.

Tree testing gives insight into where users expect to find things and where they’re getting lost within your product. Tools like tree testing help you test your information architecture.
Card sorting and tree testing are often used together. Depending on the purpose of your research and where you are at with your product, they can provide a fully rounded view of your information architecture.

3. Product introduction phase 📦

You’ve launched your product, wahoo! And you’re ready for your first real life, real time users. Now it’s time to optimize your product experience. To do this, you’ll need to understand how your new users actually use your product.

Qualitative Research Methods

Usability testing involves testing a product with users. Typically it involves observing users as they try to follow and complete a series of tasks. As a result you can evaluate if the design is intuitive and if there are any usability problems.

User Interviews - A user interview is designed to get a deeper understanding of a particular topic. Unlike a usability test, where you’re more likely to be focused on how people use your product, a user interview is a guided conversation aimed at better understanding your users. This means you’ll be capturing details like their background, pain points, goals and motivations.

Quantitative Research Methods

A/B Testing is a way to compare two versions of a design in order to work out which is more effective. It’s typically used to test two versions of the same webpage, for example, using a different headline, image or call to action to see which one converts more effectively. This method offers a way to validate smaller design choices where you might not have the data to make an informed decision, like the color of a button or the layout of a particular image.

Flick-click testing shows you where people click first when trying to complete a task on a website. In most cases, first-click testing is performed on a very simple wireframe of a website, but it can also be carried out on a live website using a tool like first-time clicking.

4. Growth and maturity phase 🪴

If you’ve reached the growth stage, fantastic news! You’ve built a great product that’s been embraced by your users. Next on your to-do list is growing your product by increasing your user base and then eventually reaching maturity and making a profit on your hard work.

Growing your product involves building new or advanced features to satisfy specific customer segments. As you plan and build these enhancements, go through the same research and testing process you used to create the first release. The same holds true for enhancements as well as a new product build — user research ensures you’re building the right thing in the best way for your customers.

Qualitative research methods

User interviews will focus on how your product is working or if it’s missing any features, enriching your knowledge about your product and users.

It allows you to test your current features, discover new possibilities for additional features and think about discarding  existing ones. If your customers aren’t using certain features, it might be time to stop supporting them to reduce costs and help you grow your profits during the maturity stage.

Quantitative research methods

Surveys and questionnaires can help gather information around which features will work best for your product, enhancing and improving the user experience. 

A/B testing during growth and maturity occurs within your sales and onboarding processes. Making sure you have a smooth onboarding process increases your conversion rate and reduces wasted spend — improving your bottom line.

Wrap up 🌮

UX research testing throughout the lifecycle of your product helps you continuously evolve and develop a product that responds to what really matters - your users.

Talking to, testing, and knowing your users will allow you to push your product in ways that make sense with the data to back up decisions. Go forth and create the product that meets your organizations needs by delivering the very best user experience for your users.

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