Optimal Workshop's core values: The foundation of our success 🧱🔥

What happens when you mix New Zealand's finest chocolate with 870 of Europe's brightest UX minds? Pure magic, as we discovered at UXDX Dublin 2024!

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A sweet start

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Our UXDX journey began with pre-event drinks (courtesy of yours truly, Optimal Workshop) and a special treat from down under - a truckload of Whittaker's chocolate that quickly became the talk of the conference. Our impromptu card sorting exercise with different Whittaker's flavors revealed some interesting preferences, with Coconut Slab emerging as the clear favorite among attendees!

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Cross-Functional Collaboration: More Than Just a Buzzword

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The conference's core theme of breaking down silos between design, product, and engineering teams resonated deeply with our mission at Optimal Workshop. Andrew Birgiolas from Sephora delivered what I call a "magical performance" on collaboration as a product, complete with an unforgettable moment where he used his shoe to demonstrate communication scenarios (now that's what we call thinking on your feet!).

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Purpose-driven design

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Frank Gaine's session on organizational purpose was a standout moment, emphasizing the importance of alignment at three crucial levels:

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- Company purpose

- Team purpose

- Individual purpose

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This multi-layered approach to purpose struck a chord with attendees, reminding us that effective UX research and design must be anchored in clear, meaningful objectives at every level.

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The art of communication

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One of the most practical takeaways came from Kelle Link's session on navigating enterprise ecosystems. Her candid discussion about the necessity of becoming proficient in deck creation sparked knowing laughter from the audience. As our CEO noted, it's a crucial skill for communicating with senior leadership, board members, and investors - even if it means becoming a "deck ninja" (to use a more family-friendly term).

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Standardization meets innovation

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Chris Grant's insights on standardization hit home: "You need to standardize everything so things are predictable for a team." This seemingly counterintuitive approach to fostering innovation resonated with our own experience at Optimal Workshop - when the basics are predictable, teams have more bandwidth for tackling the unpredictable challenges that drive real innovation.

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Building impactful product teams

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Matt Fenby-Taylor's discussion of the "pirate vs. worker bee" persona balance was particularly illuminating. Finding team members who can maintain that delicate equilibrium between creative disruption and methodical execution is crucial for building truly impactful product teams.

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Research evolution

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A key thread throughout the conference was the evolution of UX research methods. Nadine Piecha's "Beyond Interviews" session emphasized that research is truly a team sport, requiring involvement from designers, PMs, and other stakeholders. This aligns perfectly with our mission at Optimal Workshop to make research more accessible and actionable for everyone.

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The AI conversation

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The debate on AI's role in design and research between John Cleere and Kevin Hawkins sparked intense discussions. The consensus? AI will augment rather than replace human researchers, allowing us to focus more on strategic thinking and deeper insights - a perspective that aligns with our own approach to integrating AI capabilities.

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Looking ahead

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As we reflect on UXDX 2024, a few things are clear:

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1. The industry is evolving rapidly, but the fundamentals of human-centered design remain crucial

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2. Cross-functional collaboration isn't just nice to have - it's essential for delivering impactful products

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3. The future of UX research and design is bright, with teams becoming more integrated and methodologies more sophisticated

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The power of community

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Perhaps the most valuable aspect of UXDX wasn't just the formal sessions, but the connections made over coffee (which we were happy to provide!) and, yes, New Zealand chocolate. The mix of workshops, forums, and networking opportunities created an environment where ideas could flow freely and partnerships could form naturally.

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What's next?

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As we look forward to UXDX 2025, we're excited to see how these conversations evolve. Will AI transform how we approach UX research? How will cross-functional collaboration continue to develop? And most importantly, which Whittaker's chocolate flavor will reign supreme next year?

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One thing's for certain - the UX community is more vibrant and collaborative than ever, and we're proud to be part of its evolution. I’ve said it before and I’ll say it again, the industry has a very bright future. 

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See you next year! We’ll remember to bring more Coconut Slab chocolate next time - it seems we've created quite a demand!

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"Dear Optimal Workshop

How do you make a small link attractive to people (icon vs. text)?"

— Cassie

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Dear Cassie,

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I'm going to dive straight into this interesting question with a good old game of Pros and Cons, and then offer a resolution of sorts, with a meandering thought or two along the way. Let's kick things off with Team Icon.

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The good side of icons: A picture is worth a 1000 words

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When shopping online, the number above the little shopping trolley icon tells me how badly behaved I’ve been, and if I click on it, I know I’ll get to gleefully review all the shoes I've selected so far. There’s a whole heap of icons out there like this that people have absorbed and can use without thinking twice. Marli Mesibov wrote a fantastic article on the use of icons for UX Booth on the use of icons that is well worth a look. Marli discusses how they work well on small screens, which is a definite bonus when you’re on the go! Young children who aren’t yet literate can easily figure out how to open and play Angry Birds on their parent’s smartphones thanks to icons. And icons also have a great capacity for bridging language barriers.

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The not so good side of icons: We’re too old for guessing games

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On the flipside, there are some issues that may huff and puff and blow that cute little home icon down. Starting with there being no consistent standard for them. Sure, there are a handful that are universal like home and print, but beyond that it seems to be a free-for-all. Icons are very much in the hands of the designer and this leaves a lot of room for confusion to grow like bacteria in a badly maintained office refrigerator. Difficult to understand icons can also seriously hinder a user’s ability to learn how to use your website or application. When icons don't communicate what they intend, well, you can guess what happens. In a great piece advocating for text over icons, Joshua Porter writes about an experience he had:

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"I have used this UI now for a week and I still have do a double-take each time I want to navigate. I’m not learning what the icons mean. The folder icon represents 'Projects', which I can usually remember (but I think I remember it because it’s simply the first and default option). The second icon, a factory, is actually a link to the 'Manage' screen, where you manage people and projects. This trips me up every time."

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If people can't pick up the meaning of your icons quickly and intuitively, they may just stop trying altogether. And now, over to Team Label.

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The good side of text: What you see is what you get

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Sometimes language really is the fastest vehicle you've got for delivering a message. If you choose the right words to label your links, you'll leave the user with very little doubt as to what lies beneath. It’s that simple. Carefully-considered and well-written labels can cut through the noise and leave minimal ambiguity in their wake. Quoting Joshua Porter again: "Nothing says 'manage' like 'manage'. In other words, in the battle of clarity between icons and labels, labels always win."

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The not so good side of text: Your flat shoe is my ballet pump

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Text labels can get messy and be just as confusing as unfamiliar icons! Words and phrases sometimes don’t mean the same thing to different people. One person’s flat enclosed shoe may be another person’s ballet pump, and the next person may be left scratching their head because they thought pumps were heels and all they wanted was a ballet flat! Text only labels can also become problematic if there isn’t a clear hierarchy of information, and if you have multiple links on one page or screen.  Bombarding people with a page of short text links may make it difficult for them to find a starting point. And text may also hold back people who speak other languages.

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The compromise: Pair icons up with text labels

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Because things are always better when we work together! Capitalise on the combined force of text and icons to solve the dilemma. And I don’t mean you should rely on hovers — make both text and icon visible at all times. Two great examples are Google Apps (because nothing says storage like a weird geometric shape...) and the iPhone App store (because the compass and magnifying glass would pose an interesting challenge without text...):

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So what comes next? (You can probably guess what I'm going to say)

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Whatever you decide to run with, test it. Use whatever techniques you have on hand to test all three possibilities — icons only, text only, and icons and text — on real people. No Pros and Cons list, however wonderful, can beat that. And you know, the results will probably surprise you. I ran a quick study recently using Chalkmark to find out where people on the ASOS women's shoes page would click to get to the homepage (and yes, I can alway find ways to make shoe shopping an integral part of my job). 28 people responded, and...

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...a whopping 89% of them clicked the logo, just 7% clicked the home icon, and just one person (the remaining 4%) clicked the label 'Home'. Enough said. Thanks for your question Cassie. To finish, here's some on-topic (and well-earned) comic relief (via @TechnicallyRon)

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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.

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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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