June 6, 2024
4 min

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.

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.

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.

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

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

  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.
  1. 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.
  1. 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. 
  1. 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.
  1. 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. 

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.

Keep up to date with the latest news and events by following us on LinkedIn.

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Usability Experts Unite: The Power of Heuristic Evaluation in User Interface Design

Usability experts play an essential role in the user interface design process by evaluating the usability of digital products from a very important perspective - the users! Usability experts utilize various techniques such as heuristic evaluation, usability testing, and user research to gather data on how users interact with digital products and services. This data helps to identify design flaws and areas for improvement, leading to the development of user-friendly and efficient products.

Heuristic evaluation is a usability research technique used to evaluate the user interface design of a digital product based on a set of ‘heuristics’ or ‘usability principles’. These heuristics are derived from a set of established principles of user experience design - attributed to the landmark article “Improving a Human-Computer Dialogue” published by web usability pioneers Jakob Nielsen and Rolf Molich in 1990. The principles focus on the experiential aspects of a user interface. 

In this article, we’ll discuss what heuristic evaluation is and how usability experts use the principles to create exceptional design. We’ll also discuss how usability testing works hand-in-hand with heuristic evaluation, and how minimalist design and user control impact user experience. So, let’s dive in!

Understanding Heuristic Evaluation


Heuristic evaluation helps usability experts to examine interface design against tried and tested rules of thumb. To conduct a heuristic evaluation, usability experts typically work through the interface of the digital product and identify any issues or areas for improvement based on these broad rules of thumb, of which there are ten. They broadly cover the key areas of design that impact user experience - not bad for an article published over 30 years ago!

The ten principles are:

  1. Prevention error: Well-functioning error messages are good, but instead of messages, can these problems be removed in the first place? Remove the opportunity for slips and mistakes to occur.
  2. Consistency and standards: Language, terms, and actions used should be consistent to not cause any confusion.
  3. Control and freedom for users: Give your users the freedom and control to undo/redo actions and exit out of situations if needed.
  4. System status visibility: Let your users know what’s going on with the site. Is the page they’re on currently loading, or has it finished loading?
  5. Design and aesthetics: Cut out unnecessary information and clutter to enhance visibility. Keep things in a minimalist style.
  6. Help and documentation: Ensure that information is easy to find for users, isn’t too large and is focused on your users’ tasks.
  7. Recognition, not recall: Make sure that your users don’t have to rely on their memories. Instead, make options, actions and objects visible. Provide instructions for use too.
  8. Provide a match between the system and the real world: Does the system speak the same language and use the same terms as your users? If you use a lot of jargon, make sure that all users can understand by providing an explanation or using other terms that are familiar to them. Also ensure that all your information appears in a logical and natural order.
  9. Flexibility: Is your interface easy to use and it is flexible for users? Ensure your system can cater to users to all types, from experts to novices.
  10. Help users to recognize, diagnose and recover from errors: Your users should not feel frustrated by any error messages they see. Instead, express errors in plain, jargon-free language they can understand. Make sure the problem is clearly stated and offer a solution for how to fix it.

Heuristic evaluation is a cost-effective way to identify usability issues early in the design process (although they can be performed at any stage) leading to faster and more efficient design iterations. It also provides a structured approach to evaluating user interfaces, making it easier to identify usability issues. By providing valuable feedback on overall usability, heuristic evaluation helps to improve user satisfaction and retention.

The Role of Usability Experts in Heuristic Evaluation

Usability experts play a central role in the heuristic evaluation process by providing feedback on the usability of a digital product, identifying any issues or areas for improvement, and suggesting changes to optimize user experience.

One of the primary goals of usability experts during the heuristic evaluation process is to identify and prevent errors in user interface design. They achieve this by applying the principles of error prevention, such as providing clear instructions and warnings, minimizing the cognitive load on users, and reducing the chances of making errors in the first place. For example, they may suggest adding confirmation dialogs for critical actions, ensuring that error messages are clear and concise, and making the navigation intuitive and straightforward.

Usability experts also use user testing to inform their heuristic evaluation. User testing involves gathering data from users interacting with the product or service and observing their behavior and feedback. This data helps to validate the design decisions made during the heuristic evaluation and identify additional usability issues that may have been missed. For example, usability experts may conduct A/B testing to compare the effectiveness of different design variations, gather feedback from user surveys, and conduct user interviews to gain insights into users' needs and preferences.

Conducting user testing with users that represent, as closely as possible, actual end users, ensures that the product is optimized for its target audience. Check out our tool Reframer, which helps usability experts collaborate and record research observations in one central database.

Minimalist Design and User Control in Heuristic Evaluation

Minimalist design and user control are two key principles that usability experts focus on during the heuristic evaluation process. A minimalist design is one that is clean, simple, and focuses on the essentials, while user control refers to the extent to which users can control their interactions with the product or service.

Minimalist design is important because it allows users to focus on the content and tasks at hand without being distracted by unnecessary elements or clutter. Usability experts evaluate the level of minimalist design in a user interface by assessing the visual hierarchy, the use of white space, the clarity of the content, and the consistency of the design elements. Information architecture (the system and structure you use to organize and label content) has a massive impact here, along with the content itself being concise and meaningful.

Incorporating minimalist design principles into heuristic evaluation can improve the overall user experience by simplifying the design, reducing cognitive load, and making it easier for users to find what they need. Usability experts may incorporate minimalist design by simplifying the navigation and site structure, reducing the number of design elements, and removing any unnecessary content (check out our tool Treejack to conduct site structure, navigation, and categorization research). Consistent color schemes and typography can also help to create a cohesive and unified design.

User control is also critical in a user interface design because it gives users the power to decide how they interact with the product or service. Usability experts evaluate the level of user control by looking at the design of the navigation, the placement of buttons and prompts, the feedback given to users, and the ability to undo actions. Again, usability testing plays an important role in heuristic evaluation by allowing researchers to see how users respond to the level of control provided, and gather feedback on any potential hiccups or roadblocks.

Usability Testing and Heuristic Evaluation

Usability testing and heuristic evaluation are both important components of the user-centered design process, and they complement each other in different ways.

Usability testing involves gathering feedback from users as they interact with a digital product. This feedback can provide valuable insights into how users perceive and use the user interface design, identify any usability issues, and help validate design decisions. Usability testing can be conducted in different forms, such as moderated or unmoderated, remote or in-person, and task-based or exploratory. Check out our usability testing 101 article to learn more.

On the other hand, heuristic evaluation is a method in which usability experts evaluate a product against a set of usability principles. While heuristic evaluation is a useful method to quickly identify usability issues and areas for improvement, it does not involve direct feedback from users.

Usability testing can be used to validate heuristic evaluation findings by providing evidence of how users interact with the product or service. For example, if a usability expert identifies a potential usability issue related to the navigation of a website during heuristic evaluation, usability testing can be used to see if users actually have difficulty finding what they need on the website. In this way, usability testing provides a reality check to the heuristic evaluation and helps ensure that the findings are grounded in actual user behavior.

Usability testing and heuristic evaluation work together in the design process by informing and validating each other. For example, a designer may conduct heuristic evaluation to identify potential usability issues and then use the insights gained to design a new iteration of the product or service. The designer can then use usability testing to validate that the new design has successfully addressed the identified usability issues and improved the user experience. This iterative process of designing, testing, and refining based on feedback from both heuristic evaluation and usability testing leads to a user-centered design that is more likely to meet user needs and expectations.

Conclusion

Heuristic evaluation is a powerful usability research technique that usability experts use to evaluate digital product interfaces based on a set of established principles of user experience design. After all these years, the ten principles of heuristic evaluation still cover the key areas of design that impact user experience, making it easier to identify usability issues early in the design process, leading to faster and more efficient design iterations. Usability experts play a critical role in the heuristic evaluation process by identifying design flaws and areas for improvement, using user testing to validate design decisions, and ensuring that the product is optimized for its intended users.

Minimalist design and user control are two key principles that usability experts focus on during the heuristic evaluation process. A minimalist design is clean, simple, and focuses on the essentials, while user control gives users the freedom and control to undo/redo actions and exit out of situations if needed. By following these principles, usability experts can create an exceptional design that enhances visibility, reduces cognitive load, and provides a positive user experience. 

Ultimately, heuristic evaluation is a cost-effective way to identify usability issues at any point in the design process, leading to faster and more efficient design iterations, and improving user satisfaction and retention. How many of the ten heuristic design principles does your digital product satisfy? 

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1 min read

Product Roadmap Update

At Optimal Workshop, we're dedicated to building the best user research platform to empower you with the tools to better understand your customers and create intuitive digital experiences. We're thrilled to announce some game-changing updates and new products that are on the horizon to help elevate the way you gather insights and keep customers at the heart of everything you do. 

What’s new…

Integration with Figma 🚀

Last month, we joined forces with design powerhouse Figma to launch our integration. You can import images from Figma into Chalkmark (our click-testing tool) in just a few clicks, streamlining your workflows and getting insights to make decisions based on data not hunches and opinions.  

What’s coming next…

Session Replays 🧑‍💻

With session replay you can focus on other tasks while Optimal Workshop automatically captures card sort sessions for you to watch in your own time.  Gain valuable insights into how participants engage and interpret a card sort without the hassle of running moderated sessions. The first iteration of session replays captures the study interactions, and will not include audio or face recording, but this is something we are exploring for future iterations. Session replays will be available in tree testing and click-testing later in 2024.  

Reframer Transcripts 🔍

Say goodbye to juggling note-taking and hello to more efficient ways of working with Transcripts! We're continuing to add more capability to Reframer, our qualitative research tool, to now include the importing of interview transcripts. Save time, reduce human errors and oversights by importing transcripts, tagging and analyzing observations all within Reframer. We’re committed to build on transcripts with video and audio transcription capability in the future,  we’ll keep you in the loop and when to expect those releases. 

Prototype testing 🧪

The team is fizzing to be working on a new Prototype testing product designed to expand your research methods and help test prototypes easily from the Optimal Workshop platform. Testing prototypes early and often is an important step in the design process, saving you time and money before you invest too heavily in the build. We are working with customers and on delivering the first iteration of this exciting new product. Stay tuned for Prototypes coming in the second quarter of 2024.   

Workspaces 🎉

Making Optimal Workshop easier for large organizations to manage teams and collaborate more effectively on projects is a big focus for 2024. Workspaces are the first step towards empowering organizations to better manage multiple teams with projects. Projects will allow greater flexibility on who can see what, encouraging working in the open and collaboration alongside the ability to make projects private. The privacy feature is available on Enterprise plans.

Questions upgrade❓

Our survey product Questions is in for a glow up in 2024 💅. The team are enjoying working with customers, collecting and reviewing feedback on how to improve Questions and will be sharing more on this in the coming months. 

Help us build a better Optimal Workshop

We are looking for new customers to join our research panel to help influence product development. From time to time, you’ll be invited to join us for interviews or surveys, and you’ll be rewarded for your time with a thank-you gift.  If you’d like to join the team, email product@optimalworkshop.com

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1 min read

Radical Collaboration: how teamwork really can make the dream work

Natalie and Lulu have forged a unique team culture that focuses on positive outputs (and outcomes) for their app’s growing user base. In doing so, they turned the traditional design approach on its head and created a dynamic and supportive team. 

Natalie, Director of Design at Hatch, and Lulu, UX Design Specialist, recently spoke at UX New Zealand, the leading UX and IA conference in New Zealand hosted by Optimal Workshop, on their concept of “radical collaboration”.

In their talk, Nat and Lulu share their experience of growing a small app into a big player in the finance sector, and their unique approach to teamwork and culture which helped achieve it.

Background on Natalie Ferguson and Lulu Pachuau

Over the last two decades, Lulu and Nat have delivered exceptional customer experiences for too many organizations to count. After Nat co-founded Hatch, she begged Lulu to join her on their audacious mission: To supercharge wealth building in NZ. Together, they created a design and product culture that inspired 180,000 Kiwi investors to join in just 4 years.

Contact Details:

Email: natalie@sixfold.co.nz

LinkedIn: https://www.linkedin.com/in/natalieferguson/ and https://www.linkedin.com/in/lulupach/

Radical Collaboration - How teamwork makes the dream work 💪💪💪

Nat and Lulu discuss how they nurtured a team culture of “radical collaboration” when growing the hugely popular app Hatch, based in New Zealand. Hatch allows everyday New Zealanders to quickly and easily trade in the U.S. share market. 

The beginning of the COVID pandemic spelled huge growth for Hatch and caused significant design challenges for the product. This growth meant that the app had to grow from a baby startup to one that could operate at scale - virtually overnight. 

In navigating this challenge, Nat and Lulu coined the term radical collaboration, which aims to “dismantle organizational walls and supercharge what teams achieve”. Radical collaboration has six key pillars, which they discuss alongside their experience at Hatch.

Pillar #1: When you live and breathe your North star

Listening to hundreds of their customers’ stories, combined with their own personal experiences with money, compelled Lulu and Nat to change how their users view money. And so, “Grow the wealth of New Zealanders” became a powerful mission statement, or North Star, for Hatch. The mission was to give people the confidence and the ability to live their own lives with financial freedom and control. Nat and Lulu express the importance of truly believing in the mission of your product, and how this can become a guiding light for any team. 

Pillar #2: When you trust each other so much, you’re happy to give up control

As Hatch grew rapidly, trusting each other became more and more important. Nat and Lulu state that sometimes you need to take a step back and stop fueling growth for growth’s sake. It was at this point that Nat asked Lulu to join the team, and Nat’s first request was for Lulu to be super critical about the product design to date - no feedback was out of bounds. Letting go, feeling uncomfortable, and trusting your team can be difficult, but sometimes it’s what you need in order to drag yourself out of status quo design. This resulted in a brief hiatus from frantic delivery to take stock and reprioritize what was important - something that can be difficult without heavy doses of trust!

Pillar #3: When everyone wears all the hats

During their journey, the team at Hatch heard lots of stories from their users. Many of these stories were heard during “Hatcheversery Calls”, where team members would call users on their sign-up anniversary to chat about their experience with the app. Some of these calls were inspiring, insightful, and heartwarming.

Everyone at Hatch made these calls – designers, writers, customer support, engineers, and even the CEO. Speaking to strangers in this way was a challenge for some, especially since it was common to field technical questions about the business. Nevertheless, asking staff to wear many hats like this turned the entire team into researchers and analysts. By forcing ourselves and our team outside of our comfort zone, we forced each other to see the whole picture of the business, not just our own little piece.

Pillar #4: When you do what’s right, not what’s glam

In an increasingly competitive industry, designers and developers are often tempted to consistently deliver new and exciting features. In response to rapid growth, rather than adding more features to the app, Lulu and Nat made a conscious effort to really listen to their customers to understand what problems they needed solving. 

As it turned out, filing overseas tax returns was a significant and common problem for their customers - it was difficult and expensive. So, the team at Hatch devised a tax solution. This solution was developed by the entire team, with almost no tax specialists involved until the very end! This process was far from glamorous and it often fell outside of standard job descriptions. However, the team eventually succeeded in simplifying a notoriously difficult process and saved their customers a massive headache.

Pillar #5: When you own the outcome, not your output.

Over time Hatch’s user base changed from being primarily confident, seasoned investors, to being first-time investors. This new user group was typically scared of investing and often felt that it was only a thing wealthy people did.

At this point, Hatch felt it was necessary to take a step back from delivering updates to take stock of their new position. This meant deeply understanding their customers’ journey from signing up, to making their first trade. Once this was intimately understood, the team delivered a comprehensive onboarding process which increased the sign-up conversion rate by 10%!

Pillar #6: When you’re relentlessly committed to making it work

Nat and Lulu describe a moment when Allbirds wanted to work with Hatch to allow ordinary New Zealanders to be involved in their IPO launch on the New York stock exchange. Again, this task faced numerous tax and trade law challenges, and offering the service seemed like yet another insurmountable task. The team at Hatch nearly gave up several times during this project, but everyone was determined to get this feature across the line – and they did. As a result, New Zealanders were some of the few regular investors from outside the U.S that were able to take part in Albirds IPO. 

Why it matters 💥

Over four years, Hatch grew to 180,000 users who collectively invested over $1bn. Nat and Lulu’s success underscores the critical role of teamwork and collaboration in achieving exceptional user experiences. Product teams should remember that in the rapidly evolving tech industry, it's not just about delivering the latest features; it's about fostering a positive and supportive team culture that buys into the bigger picture.

The Hatch team grew to be more than team members and technical experts. They grew in confidence and appreciated every moving part of the business. Product teams can draw inspiration from Hatch's journey, where designers, writers, engineers, and even the CEO actively engaged with users, challenged traditional design decisions, and prioritized solving actual user problems. This approach led to better, more user-centric outcomes and a deep understanding of the end-to-end user experience.

Most importantly, through the good times and tough, the team grew to trust each other. The mission weaved its way through each member of the team, which ultimately manifested in positive outcomes for the user and the business.

Nat and Lulu’s concept of radical collaboration led to several positive outcomes for Hatch:

  • It changed the way they did business. Information was no longer held in the minds of a few individuals – instead, it was shared. People were able to step into other people's roles seamlessly. 
  • Hatch achieved better results faster by focusing on the end-to-end experience of the app, rather than by adding successive features. 
  • The team became more nimble – potential design/development issues were anticipated earlier because everyone knew what the downstream impacts of a decision would be.

Over the next week, Lulu and Nat encourage designers and researchers to get outside of their comfort zone and:

  • Visit customer support team
  • Pick up the phone and call a customer
  • Challenge status quo design decisions. Ask, does this thing solve an end-user problem?

Seeing is believing

Explore our tools and see how Optimal makes gathering insights simple, powerful, and impactful.