Event Recap: Measuring the Value of UX Research at UXDX

Last week Optimal Workshop was delighted to sponsor UXDX USA 2024 in New York. The User Experience event brings together Product, Design, UX, CX, and Engineering professionals and our team had an amazing time meeting with customers, industry experts, and colleagues throughout the conference. This year, we also had the privilege of sharing some of our industry expertise by running an interactive forum on “Measuring the Value of UX Research” - a topic very close to our hearts.

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Our forum, hosted by Optimal Workshop CEO Alex Burke and Product Lead Ella Fielding, was focused on exploring the value of User Experience Research (UXR) from both an industry-wide perspective and within the diverse ecosystem of individual companies and teams conducting this type of research today.

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The session brought together a global mix of UX professionals for a rich discussion on measuring and demonstrating the effectiveness of and the challenges facing organizations who are trying to tie UXR to tangible business value today.

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The main topics for the discuss were: 

• Metrics that Matter: How do you measure UXR's impact on sales, customer satisfaction, and design influence?
• Challenges & Strategies: What are the roadblocks to measuring UXR impact, and how can we overcome them?
• Beyond ROI:  UXR's value beyond just financial metrics

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Some of the key takeaways from our discussions during the session were: 

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1. The current state of UX maturity and value
   • Many UX teams don’t measure the impact of UXR on core business metrics and there were more attendees who are not measuring the impact of their work than those that are measuring it. 
   • Alex & Ella discussed with the attendees the current state of UX research maturity and the ability to prove value across different organizations represented in the room. Most organizations were still early in their UX research maturity with only 5% considering themselves advanced in having research culturally embedded.

2. Defining and proving the value of UX research
   • The industry doesn’t have clear alignment or understanding of what good measurement looks like. Many teams don’t know how to accurately measure UXR impact or don’t have the tools or platforms to measure it, which serve as core roadblocks for measuring UXRs’ impact. 
   • Alex and Ella discussed challenges in defining and proving the value of UX research, with common values being getting closer to customers, innovating faster, de-risking product decisions, and saving time and money. However, the value of research is hard to quantify compared to other product metrics like lines of code or features shipped.

3. Measuring and advocating for UX research
   • When teams are measuring UXR today there is a strong bias for customer feedback, but little ability or understanding about how to measure impact on business metrics like revenue. 
   • The most commonly used metrics for measuring UXR are quantitative and qualitative feedback from customers as opposed to internal metrics like stakeholder involvement or tieing UXR to business performance metrics (including financial performance). 
   • Attendees felt that in organizations where research is more embedded, researchers spend significant time advocating for research and proving its value to stakeholders rather than just conducting studies. This included tactics like research repositories and pointing to past study impacts as well as ongoing battles to shape decision making processes. 
   • One of our attendees highlighted that engaging stakeholders in the process of defining key research metrics prior to running research was a key for them in proving value internally. 

4. Relating user research to financial impact
   • Alex and Ella asked the audience if anyone had examples of demonstrating financial impact of research to justify investment in the team and we got some excellent examples from the audience proving that there are tangible ways to tie research outcomes to core business metrics including:
   • Calculating time savings for employees from internal tools as a financial impact metric. 
   • Measuring a reduction in calls to service desks as a way to quantify financial savings from research.

5. Most attendees recognise the value in embedding UXR more deeply in all levels of their organization - but feel like they’re not succeeding at this today. 
   • Most attendees feel that UXR is not fully embedded in their orgnaization or culture, but that if it was - they would be more successful in proving its overall value.
   • Stakeholder buy-in and engagement with UXR, particularly from senior leadership varied enormously across organizations, and wasn’t regularly measured as an indicator of UXR value 
   • In organizations where research was more successfully embedded, researchers had to spend significant time and effort building relationships with internal stakeholders before and after running studies. This took time and effort away from actual research, but ended up making the research more valuable to the business in the long run. 

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With the large range of UX maturity and the democratization of research across teams, we know there’s a lot of opportunity for our customers to improve their ability to tie their user research to tangible business outcomes and embed UX more deeply in all levels of their organizations. To help fill this gap, Optimal Workshop is currently running a large research project on Measuring the Value of UX which will be released in a few weeks.
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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?

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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. 

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What is UX? 🤳🎯

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

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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.

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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.

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

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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”.

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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.

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What is UI? 🪄📲

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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.

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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.

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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.

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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.

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What’s the difference between UX and UI? 👀

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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.

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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. 

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“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

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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. 

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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”.

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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?

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UX and UI jobs guide 📱🧑🏻💻

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• 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. 

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Wrap up 🎬

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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.

Improved organization, privacy controls, and more with new Workspaces 🚀

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One of our key priorities in 2024 is making Optimal Workshop easier for large organizations to manage teams and collaborate more effectively on delivering optimal digital experiences. Workspaces is going live this week, which replaces teams, and introduces projects and folders for improved organization and privacy controls. Our latest release lays the foundations to provide more control over managing users, licenses, and user roles in the app in the near future.

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More control with project privacy 🔒

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Private projects allow greater flexibility on who can see what in your workspace, with the ability to make projects public or private and manage who can access a project. Find out more about how to set up private projects in this help article.

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What changes for Enterprise customers? 😅

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• The teams you have set up today will remain the same; they are renamed workspaces.
  
• Studies will be moved to a 'Default project' within the new workspace, from here you can decide how you would like to organize your studies and access to them.
  
  
• You can create new projects, move studies into them, and use the new privacy features to control who has access to studies or leave them as public access.
  
  
• Optimal Workshop are here to help if you would like to review your account structure and make changes, please reach out to your Customer Success Manager.
  

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Watch the video 🎞️

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What changes for Professional and Team customers? 😨

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Customers on either a Professional or Team plan will notice the studies tab will now be called Workspace. We have introduced another layer of organization called projects, and there is a new-look sidebar on the left to create projects, folders, and studies.

What's next for Workspaces? 🔮

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This new release is an essential step towards improving how we manage users, licenses, and different role types in Optimal Workshop. We hope to deliver more updates, such as the ability to move studies between workspaces, in the near future. If you have any feedback or ideas you want to share on workspaces or Optimal Workshop, please email product@optimalworkshop.com; we'd love to hear from you.

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