October 15, 2024
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The Power of Prototype Testing Live Training

If you missed our recent live training on Prototype Testing, don’t worry—we’ve got everything you need right here! You can catch up at your convenience, so grab a cup of tea, put your feet up, and enjoy the show.

In the session, we explored the powerful new features of our Prototype Testing tool, offering a step-by-step guide to setting up, running, and analyzing your tests like a seasoned pro. This tool is a game-changer for your design workflow, helping you identify usability issues and gather real user feedback before committing significant resources to development.


Here’s a quick recap of the highlights:

1. Creating a prototype test from scratch using images

We walked through how to create a prototype test from scratch using static images. This method is perfect for early-stage design concepts, where you want to quickly test user flows without a fully interactive prototype.

2. Preparing your Figma prototype for testing

Figma users, we’ve got you covered! We discussed how to prepare your Figma prototype for the smoothest possible testing experience. From setting up interactions to ensuring proper navigation, these tips ensure participants have an intuitive experience during the test. For more detailed instructions, check out our help article 

3. Seamless Figma prototype imports

One of the standout features of the tool is its seamless integration with Figma. We showed how easy it is to import your designs directly from Figma into Optimal, streamlining the setup process. You can bring your working files straight in, and resync when you need to with one click of a button.

4. Understanding usability metrics and analyzing results

We explored how to analyze the usability metrics, and walked through what the results can indicate on click maps and paths. These visual tools allow you to see exactly how participants navigate your design, making it easier to spot pain points, dead ends, or areas of friction. By understanding user behavior, you can rapidly iterate and refine your prototypes for optimal user experience.

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Sarah
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From Exposition to Resolution: Looking at User Experience as a Narrative Arc

“If storymapping could unearth patterns and bring together a cohesive story that engages audiences in the world of entertainment and film, why couldn’t we use a similar approach to engage our audiences?’Donna Lichaw and Lis Hubert

User Experience work makes the most sense to me in the context of storytelling. So when I saw Donna Lichaw and Lis Hubert’s presentation on storymapping at edUi recently, it resonated. A user’s path through a website can be likened to the traditional storytelling structure of crisis or conflict, exposition — and even a climax or two.

The narrative arc and the user experience

So just how can the same structure that suits fairytales help us to design a compelling experience for our customers? Well, storyboarding is an obvious example of how UX design and storytelling mesh. A traditional storyboard for a movie or TV episode lays out sequential images to help visualize what the final production will show. Similarly, we map out users' needs and journeys via wireframes, sketches, and journey maps, all the while picturing how people will actually interact with the product.

But the connection between storytelling and the user experience design process goes even deeper than that. Every time a user interacts with our website or product, we get to tell them a story. And a traditional literary storytelling structure maps fairly well to just how users interact with the digital stories we’re telling.Hence Donna and Lis’ conception of storymapping as ‘a diagram that maps out a story using a traditional narrative structure called a narrative arc.’ They concede that while ‘using stories in UX design...is nothing new’, a ‘narrative-arc diagram could also help us to rapidly assess content strengths, weaknesses, and opportunities.’

Storytelling was a common theme at edUI

The edUi conference in Richmond, Virginia brought together an assembly of people who produce websites or web content for large institutions. I met people from libraries, universities, museums, various levels of government, and many other places. The theme of storytelling was present throughout, both explicitly and implicitly.Keynote speaker Matt Novak from Paleofuture talked about how futurists of the past tried to predict the future, and what we can learn from the stories they told. Matthew Edgar discussed what stories our failed content tell — what story does a 404 page tell? Or a page telling users they have zero search results? Two great presentations that got me thinking about storytelling in a different way.

Ultimately, it all clicked for me when I attended Donna and Lis’ presentation ‘Storymapping: A Macguyver Approach to Content Strategy’ (and yes, it was as compelling as the title suggests). They presented a case study of how they applied a traditional narrative structure to a website redesign process. The basic story structure we all learned in school usually includes a pretty standard list of elements. Donna and Lis had tweaked the definitions a bit, and applied them to the process of how users interact with web content.

Points on the Narrative Arc (from their presentation)

narrative arc UX

Exposition — provides crucial background information and often ends with ‘inciting incident’ kicking off the rest of the story

Donna and Lis pointed out that in the context of doing content strategy work, the inciting incident could be the problem that kicks off a development process. I think it can also be the need that brings users to a website to begin with.

Rising Action — Building toward the climax, users explore a website using different approaches

Here I think the analogy is a little looser. While a story can sometimes be well-served by a long and winding rising action, it’s best to keep this part of the process a bit more straightforward in web work. If there’s too much opportunity for wandering, users may get lost or never come back.

Crisis / Climax — The turning point in a story, and then when the conflict comes to a peak

The crisis is what leads users to your site in the first place — a problem to solve, an answer to find, a purchase to make. And to me the climax sounds like the aha! moment that we all aspire to provide, when the user answers their question, makes a purchase, or otherwise feels satisfied from using the site. If a user never gets to this point, their story just peters out unresolved. They’re forced to either begin the entire process again on your site (now feeling frustrated, no doubt), or turn to a competitor.

Falling Action — The story or user interaction starts to wind down and loose ends are tied up

A confirmation of purchase is sent, or maybe the user signs up for a newsletter.

Denouement / Resolution — The end of the story, the main conflict is resolved

The user goes away with a hopefully positive experience, having been able to meet their information or product needs. If we’re lucky, they spread the word to others!Check out Part 2 of Donna and Lis' three-part article on storymapping.  I definitely recommend exploring their ideas in more depth, and having a go at mapping your own UX projects to the above structure.

A word about crises. The idea of a ‘crisis’ is at the heart of the narrative arc. As we know from watching films and reading novels, the main character always has a problem to overcome. So crisis and conflict show up a few times through this process.While the word ‘crisis’ carries some negative connotations (and that clearly applies to visiting a terribly designed site!), I think it can be viewed more generally when we apply the term to user experience. Did your user have a crisis that brought them to your site? What are they trying to resolve by visiting it? Their central purpose can be the crisis that gives rise to all the other parts of their story.

Why storymapping to a narrative arc is good for your design

Mapping a user interaction along the narrative arc makes it easy to spot potential points of frustration, and also serves to keep the inciting incident or fundamental user need in the forefront of our thinking. Those points of frustration and interaction are natural fits for testing and further development.

For example, if your site has a low conversion rate, that translates to users never hitting the climactic point of their story. It might be helpful to look at their interactions from the earlier phases of their story before they get to the climax. Maybe your site doesn’t clearly establish its reason for existing (exposition), or it might be too hard for users to search and explore your content (rising action).Guiding the user through each phase of the structure described above makes it more difficult to skip an important part of how our content is found and used.

We can ask questions like:

  • How does each user task fit into a narrative structure?
  • Are we dumping them into the climax without any context?
  • Does the site lack a resolution or falling action?
  • How would it feel to be a user in those situations?

These questions bring up great objectives for qualitative testing — sitting down with a user and asking them to show us their story.

What to do before mapping to narrative arc

Many sessions at edUi also touched on analytics or user testing. In crafting a new story, we can’t ignore what’s already in place — especially if some of it is appreciated by users. So before we can start storymapping the user journey, we need to analyze our site analytics, and run quantitative and qualitative user tests. This user research will give us insights into what story we’re already telling (whether it’s on purpose or not).

What’s working about the narrative, and what isn’t? Even if a project is starting from scratch on a new site, your potential visitors will bring stories of their own. It might be useful to check stats to see if users leave early on in the process, during the exposition phase. A high bounce rate might mean a page doesn't supply that expositional content in a way that's clear and engaging to encourage further interaction.Looking at analytics and user testing data can be like a movie's trial advance screening — you can establish how the audience/users actually want to experience the site's content.

How mapping to the narrative arc is playing out in my UX practice

Since I returned from edUi, I've been thinking about the narrative structure constantly. I find it helps me frame user interactions in a new way, and I've already spotted gaps in storytelling that can be easily filled in. My attention instantly went to the many forms on our site. What’s the Rising Action like at that point? Streamlining our forms and using friendly language can help keep the user’s story focused and moving forward toward clicking that submit button as a climax.

I’m also trying to remember that every user is the protagonist of their own story, and that what works for one narrative might not work for another. I’d like to experiment with ways to provide different kinds of exposition to different users. I think it’s possible to balance telling multiple stories on one site, but maybe it’s not the best idea to mix exposition for multiple stories on the same page.And I also wonder if we could provide cues to a user that direct them to exposition for their own inciting incident...a topic for another article perhaps.What stories are you telling your users? Do they follow a clear arc, or are there rough transitions? These are great questions to ask yourself as you design experiences and analyze existing ones. The edUi conference was a great opportunity to investigate these ideas, and I can’t wait to return next year.

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Democratizing UX research: empowering cross-functional teams

In today's fast-paced product development landscape, the ability to quickly gather and act on user insights is more critical than ever. While dedicated UX researchers play a crucial role, there's a growing trend towards democratizing UX research – empowering team members across various functions to contribute to and benefit from user insights. Let's explore how this approach can transform your organization's approach to user-centered design.

Benefits of a democratized UXR approach

Democratizing UX research is a transformative approach that empowers organizations to unlock the full potential of user insights. By breaking down traditional barriers and involving a broader range of team members in the research process, companies can foster a culture of user-centricity, accelerate decision-making, and drive innovation. This inclusive strategy not only enhances the depth and breadth of user understanding but also aligns diverse perspectives to create more impactful, user-friendly products and services. Here are a few of the benefits of this movement:

Increased research velocity

By enabling more team members to conduct basic research, organizations can gather insights more frequently and rapidly. This means that instead of waiting for dedicated UX researchers to be available, product managers, designers, or marketers can quickly run simple surveys or usability tests. For example, a product manager could use a user-friendly tool to get quick feedback on a new feature idea, allowing the team to iterate faster. This increased velocity helps organizations stay agile and responsive to user needs in a fast-paced market.

Broader perspective

Cross-functional participation brings diverse viewpoints to research, potentially uncovering insights that might be missed by specialized researchers alone. A developer might ask questions from a technical feasibility standpoint, while a marketer might focus on brand perception. This diversity in approach can lead to richer, more comprehensive insights. For instance, during a user interview, a sales team member might pick up on specific pain points related to competitor products that a UX researcher might not have thought to explore.

Enhanced user-centricity

When more team members engage directly with users, it fosters a culture of user-centricity across the organization. This direct exposure to user feedback and behaviors helps all team members develop empathy for the user. As a result, user needs and preferences become a central consideration in all decision-making processes, not just in UX design. For example, seeing users struggle with a feature firsthand might motivate a developer to champion user-friendly improvements in future sprints.

Improved research adoption

Team members who participate in research are more likely to understand and act on the insights generated. When people are involved in gathering data, they have a deeper understanding of the context and nuances of the findings. This personal investment leads to greater buy-in and increases the likelihood that research insights will be applied in practical ways. For instance, a product manager who conducts user interviews is more likely to prioritize features based on actual user needs rather than assumptions.

Resource optimization

Democratization allows dedicated researchers to focus on more complex, high-value research initiatives. By offloading simpler research tasks to other team members, professional UX researchers can dedicate their expertise to more challenging projects, such as longitudinal studies, complex usability evaluations, or strategic research initiatives. This optimization ensures that specialized skills are applied where they can have the most significant impact.

Our survey revealed that organizations with a more democratized approach to UXR tend to have higher levels of research maturity and integration into product development processes. This correlation suggests that democratization not only increases the quantity of research conducted but also enhances its quality and impact. Organizations that empower cross-functional teams to participate in UXR often develop more sophisticated research practices over time.

For example, these organizations might:

  • Have better-defined research processes and guidelines
  • Integrate user insights more consistently into decision-making at all levels
  • Develop more advanced metrics for measuring the impact of UXR
  • Foster a culture where challenging assumptions with user data is the norm
  • Create more opportunities for collaboration between different departments around user insights

By democratizing UXR, organizations can create a virtuous cycle where increased participation leads to better research practices, which in turn drives more value from UXR activities. This approach helps to embed user-centricity deeply into the organizational culture, leading to better products and services that truly meet user needs.

Strategies for upskilling people who do research (PWDRs)

To successfully democratize UXR, it's crucial to provide proper training and support:

1. UXR basics workshops

Offer regular training sessions on fundamental research methods and best practices. These workshops should cover a range of topics, including:

  • Introduction to user research methodologies (e.g., interviews, surveys, usability testing)
  • Basics of research design and planning
  • Participant recruitment strategies
  • Data analysis techniques
  • Ethical considerations in user research

For example, a monthly "UXR 101" workshop could be organized, where different aspects of UX research are covered in depth. These sessions could be led by experienced researchers and include practical exercises to reinforce learning.

Check out our 101 Guides

2. Mentorship programs

Pair non-researchers with experienced UX researchers for guidance and support. This one-on-one relationship allows for personalized learning and hands-on guidance. 

Mentors can:

  • Provide feedback on research plans
  • Offer advice on challenging research scenarios
  • Share best practices and personal experiences
  • Help mentees navigate the complexities of user research in their specific organizational context

A formal mentorship program could be established with clear goals, regular check-ins, and a defined duration (e.g., 6 months), after which mentees could become mentors themselves, scaling the program.

3. Research playbooks

Develop standardized templates and guidelines for common research activities. These playbooks serve as go-to resources for non-researchers, ensuring consistency and quality across studies. 

They might include:

  • Step-by-step guides for different research methods
  • Templates for research plans, screeners, and report structures
  • Best practices for participant interaction
  • Guidelines for data privacy and ethical considerations
  • Tips for presenting and socializing research findings

For instance, a "Usability Testing Playbook" could walk a product manager through the entire process of planning, conducting, and reporting on a usability test.

Check out Optimal Playbooks

4. Collaborative research

Involve non-researchers in studies led by experienced UX professionals to provide hands-on learning opportunities.

This approach allows non-researchers to:

  • Observe best practices in action
  • Contribute to real research projects
  • Understand the nuances and challenges of UX research
  • Build confidence in their research skills under expert guidance

For example, a designer could assist in a series of user interviews, gradually taking on more responsibility with each session under the researcher's supervision.

5. Continuous learning resources

Provide access to online courses, webinars, and industry events to foster ongoing skill development. This could include:

  • Subscriptions to UX research platforms and tools
  • Access to online course libraries (e.g., Coursera, LinkedIn Learning)
  • Budget for attending UX conferences and workshops
  • Internal knowledge sharing sessions where team members present on recent learnings or projects

An internal UX research resource hub could be created, curating relevant articles, videos, and courses for easy access by team members.

As one UX leader in our study noted, "It's been exciting to see [UXR] evolve as a discipline and see where it is today, and to see the various backgrounds and research specialisms that [user] researchers have today is not something I'd have expected."

This quote highlights the dynamic nature of UX research and the diversity it now encompasses. The field has evolved to welcome practitioners from various backgrounds, each bringing unique perspectives and skills. This diversity enriches the discipline and makes it more adaptable to different organizational contexts.

For example:

  • A former teacher might excel at educational research for EdTech products
  • A psychologist could bring deep insights into user behavior and motivation
  • A data scientist might introduce advanced analytical techniques to UX research

By embracing this diversity and providing comprehensive support for skill development, organizations can create a rich ecosystem of UX research capabilities. This not only democratizes the practice but also elevates its overall quality and impact.

The key to successful democratization lies in balancing accessibility with rigor. While making UX research more widely practiced, it's crucial to maintain high standards and ethical practices. The strategies outlined above help achieve this balance by providing structure, guidance, and ongoing support to those new to UX research, while leveraging the expertise of experienced researchers to ensure quality and depth in the organization's overall research efforts.

Tools and platforms enabling broader participation

The democratization of UXR has been greatly facilitated by comprehensive, user-friendly research platforms like Optimal Workshop. Our all-in-one solution offers a suite of tools designed to empower both seasoned researchers and non-researchers alike:

Surveys

Our intuitive survey creation tool allows anyone in your organization to quickly design and distribute surveys. With customizable templates and an easy-to-use interface, gathering user feedback has never been simpler.

Tree Testing and Card Sorting

These powerful tools simplify the process of conducting information architecture and card sorting studies. Non-researchers can easily set up and run tests to validate navigation structures and content organization.

Qualitative Insights

Our powerful qualitative analysis tool enables team members across your organization to efficiently analyze and synthesize user interview data. With its user-friendly interface, our Qualitative Insights tool makes deriving meaningful insights from qualitative research accessible to researchers and non-researchers alike.

First-click Testing

This easy-to-use first-click testing tool empowers anyone in your team to quickly set up and run tests to evaluate the effectiveness of their designs. First-click Testing simplifies the process of gathering initial user impressions, allowing for rapid iteration and improvement of user interfaces.

These tools, integrated into a single, user-friendly platform, make it possible for non-researchers to conduct basic studies and contribute to the overall research effort without extensive training. The intuitive design of the Optimal Workshop UXR and insights platform ensures that team members across different functions can easily engage in user research activities, from planning and execution to analysis and sharing of insights.

By providing a comprehensive, accessible platform, Optimal Workshop plays a crucial role in democratizing UX research, enabling organizations to build a more user-centric culture and make data-driven decisions at all levels.

Balancing democratization with expertise

While democratizing UXR offers numerous benefits, it's crucial to strike a balance with professional expertise. This balance involves establishing quality control measures, reserving complex research initiatives for trained professionals, maintaining strategic oversight by experienced researchers, providing clear guidelines on research ethics and data privacy, and leveraging dedicated researchers' expertise for insight synthesis. 

Our survey revealed that organizations successfully balancing democratization with expertise tend to see the highest impact from their UXR efforts. The goal of democratization is not to replace dedicated researchers but to expand the organization's capacity for generating user insights. By empowering cross-functional teams to participate in UXR, companies can foster a more user-centric culture, increase the velocity of insight generation, and ultimately create products that better meet user needs. 

As we look to the future, the trend towards democratization is likely to continue, and organizations that can effectively balance broad participation with professional expertise will be best positioned to thrive in an increasingly user-centric business landscape.

Ready to democratize your UX research? Optimal Workshop's platform empowers your entire team to contribute to user insights while maintaining professional quality. Our intuitive tools accelerate research velocity and foster a user-centric culture. 

Start your free trial today and transform your UXR practice. 

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1 min read

How to create an effective customer journey map

Understanding your customers is central to any organization which wants to deliver an outstanding experience. But how do you understand your customers better? Tailoring their experience with your products and your organization to suit them should include a customer journey map.

It doesn’t mean your organization needs a brightly colored, fully designed infographic that outlines each and every action your user takes within your product. It does mean an effective customer journey map that promotes empathy and provides a clear vision for improving customer interactions. There are no rules around what that visualization looks like and it is up to your team to create one that makes the most of your customer’s journey.

What is customer journey mapping? 🤔

Customer journey mapping (sometimes referred to as a user experience map) is a technique that allows you to visualize your customer’s key touchpoints, sentiments, pain points, and actions. Plotted in sequential order. It’s a map of a customer’s experience with your brand or product, from awareness to purchase and beyond. 

Customer journey mapping helps you look beyond key touchpoints and encourages empathy with your customers. To understand who they are, even a persona to give them a life and demographic. Helping designers and key stakeholders understand where they are coming from. And where you can address their needs, avoid their pain points and encourage them to engage with your product. And even identify opportunities for innovation and improvement across the board.

Why you need a customer journey map 💥

What’s better than a customer that feels seen and understood once? A customer that feels the organization or product really understands their needs (and responds to their frustrations). Like all successful, long-term relationships, keeping customers returning is built on empathy and a solid grasp of their needs and frustrations. 

When you want to get to know your customer, like really get to know them, it’s essential to map their customer journey. Creating a shared understanding of what your customers think, feel, and struggle with as they interact with your organization. Spending the time to establish a customer journey map can help align around identifying known problems, identifying new user pain points, and removing roadblocks for your customers, ensuring their success.

Spending the time to get inside the mind and journeys of your customers through mapping helps your team to:

  • Create a visual guide of the end-to-end customer experience
  • Get an understanding of multiple customer pathways and unravel complex user experiences
  • Create target personas and allow insights to solve problems more effectively
  • Increase your organization’s empathy for your current and future customers
  • Identify potential pain points and roadblocks for your customers
  • Breakdown silos within your organization and improve alignment across teams
  • With a clearer understanding of your customers, better insights to achieve stakeholder buy-in

How to create a customer journey map 🛤️

Here are 8 key steps to get the most out of your customer journey map process:

  1. Bring key stakeholders together for an initial brainstorming session
  2. Identify potential user personas - demographics, pain points, interests, etc
  3. Create an empathy map - get a real feel for your customer, who they are, and what they want
  4. Flesh out your ideas with user research. Get under your user persona skin with focus groups, interviews, and surveys
  5. Identify possible customer touchpoints
  6. Choose the information you want to highlight - not everything will be relevant
  7. Decide on the best customer journey map tool to answer your questions
  8. Start building your map

Customer journey mapping examples 🗺️

Each and every customer’s journey is different. This, of course, means that there is no single best customer journey map example or template. Instead, the best customer journey map for any given situation will depend not only on your customers but also on your product, your team, and the goals you’re hoping to achieve by creating the map in the first place.

We’ve found a few examples of customer journey maps to help inspire your thinking:

Current state customer journey maps help you to visualize a user’s experience as it is right now. These are fact-based journey maps - to create an accurate, current state journey map. A good dose of user research data around your actual customers and interactions will help shape this.

An example of a customer journey map
An example of a customer journey map

Future state customer journey maps focus on what the customer journey can and should look like in the future. Although UX data is certainly an important aspect of understanding customers, future state journey maps involve a fair amount of creative speculation and interpretation. These customer journey maps focus on customer hopes and wants (future feelings), in addition to experiences and reactions. They can be a little objective and should be developed in balance with both positive and negative interactions.

Day in the life customer journey maps help you visualize your customer’s entire daily routine. Interactions with family, their commute, work meetings, afternoon coffee, etc. Regardless of whether or not the activities are related to your company. This type of journey map should be organized chronologically to give key insights into how and where customers are. What are the distractions, and where could they interact with your brand or product? How can key pain points be eased?

Service blueprints are a useful counterpart to a classic customer journey map. Whereas a customer journey map focuses on the thoughts, needs, and actions of the customer, a service blueprint reflects the perspective of the organization and its employees. What needs to happen behind the scenes to ensure the customer’s experience is the very best it can be.

Circular customer journey maps may be useful to visualize the customer journey as a circle or loop. Recognizing that some customers are recurring and non-transactional. Particularly through subscription-based relationships.

An empathy map is used to create a shared understanding of customers around their wants, needs, thoughts, and actions. This can be a great starting point to getting under your customer’s skin.

An example of an empathy map
An example of an empathy map

Wrap Up 🌯

There is no one size fits all customer journey map. Each customer is unique, each organization is different. Through creating customer journeys, personas and visualizing their key touchpoints, pain points, and understanding who they are, empathy throughout the organization can be generated. With this as a tool to bring key stakeholders on board and to pinpoint where products (and services) can be improved to keep customers or even bring new ones on board, the user experience can be better and more effective.

Seeing is believing

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