June 6, 2024
4 min

Event Recap: Measuring the Value of UX Research at UXDX

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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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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.

Header graphic for the article 'Welcome to our latest addition: Prototype testing 🐣'
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Welcome to our latest addition: Prototype testing 🐣

Today, we’re thrilled to announce the arrival of the latest member of the Optimal family:  Prototype Testing! This exciting and much-requested new tool allows you to test designs early and often with users to gather fast insights, and make confident design decisions to create more intuitive and user-friendly digital experiences. 

Optimal gives you tools you need to easily build a prototype to test using images and screens and creating clickable areas, or you can import a prototype from Figma and get testing. The first iteration of prototype testing is an open beta, and we’ll be working closely with our customers and community to gather feedback and ideas for further improvements in the months to come.

When to use prototype testing 

Prototype testing is a great way to validate design ideas, identify usability issues, and gather feedback from users before investing too heavily in the development of products, websites, and apps. To further inform your insights, it’s a good idea to include sentiment questions or rating scales alongside your tasks.

Early in the design process: Test initial ideas and concepts to gauge user reactions and feelings about your conceptual solutions. 

Iterative design phases: Continuously test and refine prototypes as you make changes and improvements to the designs. 

Before major milestones: Validate designs before key project stages, such as stakeholder reviews or final approvals.

Usability Testing: Conduct summative research to assess a design's overall performance and gauge real user feedback to guide future design decisions and enhancements.

How it works 🧑🏽‍💻

No existing prototype? No problem. We've made it easy to create one right within Optimal. Here's how:

  1. Import your visuals

Start by uploading a series of screenshots or images that represent your design flow. These will form the backbone of your prototype.

  1. Create interactive elements

Once your visuals are in place, it's time to bring them to life. Use our intuitive interface to designate clickable areas on each screen. These will act as navigation points for your test participants.

  1. Set up the flow

Connect your screens in a logical sequence, mirroring the user journey you want to test. This creates a seamless, interactive experience for your participants.

  1. Preview and refine

Before launching your study, take a moment to walk through your prototype. Ensure all clickable areas work as intended and the flow feels natural.

The result? A fully functional prototype that looks and feels like a real digital product. Your test participants will be able to navigate through it just as they would a live website or app, providing you with authentic, actionable insights.

By empowering you to build prototypes from scratch, we're removing barriers to early-stage testing. This means you can validate ideas faster, iterate with confidence, and ultimately deliver better digital experiences.

Or…import your prototypes directly from Figma 

There’s a bit of housekeeping you’ll need to do in Figma in order to provide your participants with the best testing experience and not impact loading times of the prototype. You can import a link to your Figma prototype into your study,  and it will carry across all the interactions you have set up. You’ll need to make sure your Figma presentation mode is made public in order to share the file with participants. If you make any updates to your Figma file, you can sync the changes in just one click. 

Help Article: Find out more about how to set up your Figma file for testing

How to create tasks 🧰

When you set up your study, you’ll create tasks for participants to complete. 

There are two different ways to build tasks in your prototype tests. You can set a correct destination by adding a start screen and a correct destination screen. That way, you can watch how participants navigate your design to find their way to the correct destination. Another option is to set a correct pathway and evaluate how participants navigate a product, app, or website based on the pathway sequence you set. You can add as many pathways or destinations as you like. 

Adding post-task questions is a great way to help gather qualitative feedback on the user's experience, capturing their thoughts, feelings, and perceptions.

Help Article: Find out how to analyze your results

Prototype testing analysis and metrics 📊

Prototype testing offers a variety of analysis options and metrics to evaluate the effectiveness and usability of your design.  By using these analysis options and metrics, you can get comprehensive insights into your prototype's performance, identify areas for improvement, and make informed design decisions:

Task results 

The task results provide a deep analysis at a task level, including the success score, directness score, time taken, misclicks, and the breakdown of the task's success and failure. They provide great insight into the usability of your design to achieve a task. 

  • Success score tells you the total percentage of participants who reached the correct destination or pathway that you defined for this task. It’s a good indicator of a prototype's usability. 
  • Directness score is the total completed results minus the ‘indirect’ results.
  • A path is ‘indirect’ when a participant backtracks, viewing the same page multiple times, or if they nominate the correct destination but don’t follow the correct pathway
  • Time taken is how long it took a participant to complete your task and can be a good indicator of how easy or difficult it was to complete. 
  • Misclicks measure the total number of clicks made on areas of your prototype that weren’t clickable, clicks that didn’t result in a page change.

Clickmaps

Clickmaps provide an aggregate view of user interactions with prototypes, visualizing click patterns to reveal how users navigate and locate information. They display hits and misses on designated clickable areas, average task completion times, and heatmaps showing where users believed the next steps to be. Filters for first, second, and third page visits allow analysis of user behavior over time, including how they adapt when backtracking. This comprehensive data helps designers understand user navigation patterns and improve prototype usability.

Participant paths 

The Paths tab in Optimal provides a powerful visualization to understand and identify common navigation patterns and potential obstacles participants encounter while completing tasks. You can include thumbnails of your screens to enhance your analysis, making it easier to pinpoint where users may face difficulties or where common paths occured.

Coming soon to prototyping 🔮

Later this year, we’re running a closed beta for video recording with prototype testing. This feature captures behaviors and insights not evident in click data alone. The browser-based recording requires no plugins, simplifying setup. Consent for recording is obtained at the start of the testing process and can be customized to align with your organization's policies. This new feature will provide deeper insights into user experience and prototype usability.

These enhancements to prototype testing offer a comprehensive toolkit for user experience analysis. By combining quantitative click data with qualitative video insights, designers and researchers can gain a more nuanced understanding of user behavior, leading to more informed decisions and improved product designs.

Start prototype testing today

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Ready for take-off: Best practices for creating and launching remote user research studies

"Hi Optimal Work,I was wondering if there are some best practices you stick to when creating or sending out different UX research studies (i.e. Card sorts, Prototyye Test studies, etc)? Thank you! Mary"

Indeed I do! Over the years I’ve learned a lot about creating remote research studies and engaging participants. That experience has taught me a lot about what works, what doesn’t and what leaves me refreshing my results screen eagerly anticipating participant responses and getting absolute zip. Here are my top tips for remote research study creation and launch success!

Creating remote research studies

Use screener questions and post-study questions wisely

Screener questions are really useful for eliminating participants who may not fit the criteria you’re looking for but you can’t exactly stop them from being less than truthful in their responses. Now, I’m not saying all participants lie on the screener so they can get to the activity (and potentially claim an incentive) but I am saying it’s something you can’t control. To help manage this, I like to use the post-study questions to provide additional context and structure to the research.

Depending on the study, I might ask questions to which the answers might confirm or exclude specific participants from a specific group. For example, if I’m doing research on people who live in a specific town or area, I’ll include a location based question after the study. Any participant who says they live somewhere else is getting excluded via that handy toggle option in the results section. Post-study questions are also great for capturing additional ideas and feedback after participants complete the activity as remote research limits your capacity to get those — you’re not there with them so you can’t just ask. Post-study questions can really help bridge this gap. Use no more than five post-study questions at a time and consider not making them compulsory.

Do a practice run

No matter how careful I am, I always miss something! A typo, a card with a label in the wrong case, forgetting to update a new version of an information architecture after a change was made — stupid mistakes that we all make. By launching a practice version of your study and sharing it with your team or client, you can stop those errors dead in their tracks. It’s also a great way to get feedback from the team on your work before the real deal goes live. If you find an error, all you have to do is duplicate the study, fix the error and then launch. Just keep an eye on the naming conventions used for your studies to prevent the practice version and the final version from getting mixed up!

Sending out remote research studies

Manage expectations about how long the study will be open for

Something that has come back to bite me more than once is failing to clearly explain when the study will close. Understandably, participants can be left feeling pretty annoyed when they mentally commit to complete a study only to find it’s no longer available. There does come a point when you need to shut the study down to accurately report on quantitative data and you’re not going to be able to prevent every instance of this, but providing that information upfront will go a long way.

Provide contact details and be open to questions

You may think you’re setting yourself up to be bombarded with emails, but I’ve found that isn’t necessarily the case. I’ve noticed I get around 1-3 participants contacting me per study. Sometimes they just want to tell me they completed it and potentially provide additional information and sometimes they have a question about the project itself. I’ve also found that sometimes they have something even more interesting to share such as the contact details of someone I may benefit from connecting with — or something else entirely! You never know what surprises they have up their sleeves and it’s important to be open to it. Providing an email address or social media contact details could open up a world of possibilities.

Don’t forget to include the link!

It might seem really obvious, but I can’t tell you how many emails I received (and have been guilty of sending out) that are missing the damn link to the study. It happens! You’re so focused on getting that delivery right and it becomes really easy to miss that final yet crucial piece of information.

To avoid this irritating mishap, I always complete a checklist before hitting send:

  • Have I checked my spelling and grammar?
  • Have I replaced all the template placeholder content with the correct information?
  • Have I mentioned when the study will close?
  • Have I included contact details?
  • Have I launched my study and received confirmation that it is live?
  • Have I included the link to the study in my communications to participants?
  • Does the link work? (yep, I’ve broken it before)

General tips for both creating and sending out remote research studies

Know your audience

First and foremost, before you create or disseminate a remote research study, you need to understand who it’s going to and how they best receive this type of content. Posting it out when none of your followers are in your user group may not be the best approach. Do a quick brainstorm about the best way to reach them. For example if your users are internal staff, there might be an internal communications channel such as an all-staff newsletter, intranet or social media site that you can share the link and approach content to.

Keep it brief

And by that I’m talking about both the engagement mechanism and the study itself. I learned this one the hard way. Time is everything and no matter your intentions, no one wants to spend more time than they have to. Even more so in situations where you’re unable to provide incentives (yep, I’ve been there). As a rule, I always stick to no more than 10 questions in a remote research study and for card sorts, I’ll never include more than 60 cards. Anything more than that will see a spike in abandonment rates and of course only serve to annoy and frustrate your participants. You need to ensure that you’re balancing your need to gain insights with their time constraints.

As for the accompanying approach content, short and snappy equals happy! In the case of an email, website, other social media post, newsletter, carrier pigeon etc, keep your approach spiel to no more than a paragraph. Use an audience appropriate tone and stick to the basics such as: a high level sentence on what you’re doing, roughly how long the study will take participants to complete, details of any incentives on offer and of course don’t forget to thank them.

Set clear instructions

The default instructions in Optimal Workshop’s suite of tools are really well designed and I’ve learned to borrow from them for my approach content when sending the link out. There’s no need for wheel reinvention and it usually just needs a slight tweak to suit the specific study. This also helps provide participants with a consistent experience and minimizes confusion allowing them to focus on sharing those valuable insights!

Create a template

When you’re on to something that works — turn it into a template! Every time I create a study or send one out, I save it for future use. It still needs minor tweaks each time, but I use them to iterate my template.What are your top tips for creating and sending out remote user research studies? Comment below!

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