March 24, 2024
6 min

UX workshop recap: experts from Meta, Netflix & Google share insights to elevate your career

Recently, Optimal Workshop partnered with Eniola Abioye, Lead UX Researcher at Meta and UXR Career Coach at UX Outloud to host a career masterclass featuring practical advice and guidance on how to: revamp and build a portfolio, emphasize the impact of your projects and showcase valuable collaborations. It also included panel discussions with experts from a variety of roles (UX, product management, engineering, career coaching and content design) talking about their journeys to becoming UX leaders. 

Keep reading to get key takeaways from the discussion on:

  • How to show the impact of your UX work
  • Common blockers in UX work
  • How to collaborate with cross-functional UX stakeholders 
  • How to build a resume and portfolio that uses industry language to present your experience

How to show the impact of your UX 💥

At a time when businesses are reducing costs to focus on profitability - proving the value of your work is more important than ever. Unfortunately, measuring the impact of UX isn’t as straightforward as tracking sales or marketing metrics. With this in mind, Eniola asked the panelists - how do you show the impact of UX in your work?Providing insights is simply not enough. “As a product manager, what I really care about is insights plus recommendations, because recommendations make my life easier,” said Kwame Odame. 

Auset Parris added her perspective on this topic as a Growth Content Designer, “the biggest thing for me to be impactful in my space [Content Design] is to consistently document the changes that I’ve made and share them with the team along with recommendations.” Auset also offered her perspective regarding recommendations, “recommendations are not always going to lead to the actual product executions, but recommendations are meant to guide us.” When it comes to deciding which recommendation to proceed with (if any) it's important to consider whether or not they are aligned with the overarching goal. 

Blockers in UX work 🚧

As UXR becomes more democratized in many businesses and the number of stakeholders increases, the ability to gain cross-functional buy-in for the role and outcomes of UXR is a key way to help keep research a priority. 

In his past experience, Kwame has realized that the role of a user experience researcher is just as important as that of a product manager, data scientist, engineer, or designer. However, one of the biggest blockers for him as a product manager is how the role of a UX researcher is often overlooked. “Just because I’m the product manager doesn’t mean that I’m owning every aspect of the product. I don’t have a magic wand right? We all work as a team.” Furthermore, Kwame notes that a user researcher is an incredibly hard role and a very important one, and I think we need to invest more in the UX space.

Auset also shared her perspective on the topic, “I wouldn’t say this is a blocker, but I do think this is a challenging piece of working in a team - there are so many stakeholders.” Although it would be ideal for each of the different departments to work seamlessly together at all times, that’s not always the case. Auset spoke about a time where the data scientists and user researchers were in disagreement. Her role as a Growth Content Designer is to create content that enhances the user experience. “But if I’m seeing two different experiences, how do I move forward? That’s when I have to ask everyone - come on let’s dig deeper. Are we looking at the right things?” If team members are seeing different results, or having different opinions, then maybe they are not asking the right questions and it's time to dig deeper. 

How to collaborate with cross-functional UX stakeholders 🫱🏽🫲🏻

The number and type of roles that now engage with research are increasing. As they do, the ability to collaborate and manage stakeholders in research projects has become essential. 

Kwame discussed how he sets up a meeting for the team to discuss their goals for the next 6 months. Then, he meets with the team on a weekly basis to ensure alignment. The main point of the meeting is to ensure everyone is leaving with their questions answered and blockers addressed. It's important to ensure everyone is moving in the right direction. 

Auset added that she thinks documentation is key to ensuring alignment. “One thing that has been helpful for me is having the documentation in the form of a product brief or content brief.” The brief can include the overarching goal, strategy, and indicate what each member of the team is working on. Team members can always look back at this document to ensure they are on the right track. 

Career advice: documenting the value you bring 💼

One of the participants asked the panel, “how do you secure the stability of your UX career?” 

Eniola took this opportunity to share some invaluable advice as a career coach, “I think the biggest thing that comes to mind is value proposition. It's important to be very clear about the value and impact you bring to the team. It used to be enough to just be really, really good at research and just do research and provide recommendations. Now that’s not enough. Now you have to take your teams through the process, integrate your recommendations into the product, and focus on driving impact.” 

Companies aren’t looking to hire someone who can perform a laundry list of tasks, they’re looking for UX professionals who can drive results. Think about the metrics you can track, to help showcase the impact of your work. For example, if you’re a UX designer - how much less time did the user spend on the task with your new design? Did the abandonment or error rate decrease significantly as a result of your work? How much did the overall customer satisfaction score rise, after you implemented your project? Before starting your project, decide on several metrics to track (make sure they align with your organization’s goals), and reflect on these after each project. 

Fatimah Richmond offered another piece of golden career advice. She encourages UX researchers to create an ongoing impact tracker. She’ll create a document where she lists the company's objectives, the projects she worked on, and the specific impact she made on the companies objectives. It's much easier to keep track of the wins as they happen, and jot a few notes about the impact you’ve made with each project, then scrambling to think of all the impact you’ve made when writing your resume. It's also important to note the impact your work has made on the different departments - product, marketing, sales, etc.

She also advises UX researchers to frequently share their science insights with their colleagues as the project progresses. Instead of waiting until the very end of the project and providing a “perfectly polished” deck, be transparent with the team about what you are working on and the impact it's having throughout the duration of the project.

Another participant asked - what if you need help determining the value you bring? Auset recommends asking for actionable feedback from coworkers. These people work with you every single day, so they know your contributions you are making to the team. 

Documenting the tangible impact you make as a UX professional is crucial - not only will it help create greater stability for your career, but it will also help organizations recognize the importance of a UX research. As Kwame discussed in the “blockers” section, one of the biggest challenges he faces as a product manager is the perception of the UX role as less important than the more traditional product manager, Engineer, and Designer roles. 

About Eniola Abioye

Eniola helps UX researchers improve their research practice. Whether you’re seasoned and looking to level up or a new researcher looking to get your bearings in UX, Eniola can help you focus and apply your skillset. She is a UX Researcher and Founder of UX Outloud. As a career coach, she guides her clients through short and long term SMART goals and then works with them to build a strategic plan of attack. She is innately curious, a self-starter, adaptable, and communicative with a knack for storytelling.

Learn more about UX Outloud.

Connect with Eniola on Linkedin.

About the panelists 🧑🏽🤝🧑🏽

The panel was comprised of talented professionals from a variety of fields including UX research, content strategy, product management & engineering, and career coaching. Their diverse perspectives led to an insightful and informative panel session. Keep reading to get to know each of the amazing panelists: 

Growth Content Designer: Auset Parris is a growth content designer at Meta. She has spent 7 years navigating the ever-evolving landscape of content strategy. She is passionate about the role of user research in shaping content strategies. Furthermore, Auset believes that understanding user behavior and preferences is fundamental to creating content that not only meets but exceeds user expectations. 

Senior UX Researcher: Jasmine Williams, Ph.D. is a senior researcher with over a decade of experience conducting youth-focused research. She has deep expertise in qualitative methods, child and adolescent development, and social and emotional well-being. Jasmine is currently a user experience researcher at Meta and her work focuses on teen safety and wellbeing. 

Product Manager: Kwame Odame has over 7 years of high-tech experience working in product management and software engineering. At Meta, Kwame is currently responsible for building the product management direction for Fan Engagement on Facebook. Kwame has also helped build Mastercard’s SaaS authentication platform, enabling cardholders to quickly confirm their identity when a suspicious transaction occurred, leveraging biometric technology. 

UX Researcher (UXR): Fatimah Richmond is a well-rounded UX researcher with over 15 years of experience, having influenced enterprise products across leading tech giants like Google, SAP, Linkedin, and Microsoft. Fatimah has led strategy for research, programs and operations that have significantly impacted the UXR landscape, from clinician engagement strategist to reshaping Linkedin Recruiter and Jobs. As a forward thinker, she’s here to challenge our assumptions and the status quo on how research gets planned, communicated, and measured.

Career Coach: An Xia spent the first decade of her professional life in consulting and Big Tech data science (Netflix, Meta). As a career coach, An has supported clients in gaining clarity on their career goals, navigating challenges of career growth, and making successful transitions. As a somatic coach, An has helped clients tap into the wisdom of their soma to reconnect with what truly matters to them. 

UX Strategist: Natalie Gauvin is an experienced professional with a demonstrated history of purpose-driven work in agile software development industries and higher education. Skilled in various research methodologies. Doctor of Philosophy (Ph.D.) Candidate in Learning Design and Technology from the University of Hawaii at Manoa, focused on empathy in user experience through personas

Level up your UXR capabilities (for free!) with the Optimal Academy 📚

Here at Optimal we really care about helping UX researchers level up their career. This is why we’ve developed the Optimal Academy, to help you master your Optimal Workshop skills and learn more about user research and information architecture.

Check out some of our free courses here: https://academy.optimalworkshop.com/

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1 min read

Which comes first: card sorting or tree testing?

“Dear Optimal Workshop,I want to test the structure of a university website (well certain sections anyway). My gut instinct is that it's pretty 'broken'. Lots of sections feel like they're in the wrong place. I want to test my hypotheses before proposing a new structure. I'm definitely going to do some card sorting, and was planning a mixture of online and offline. My question is about when to bring in tree testing. Should I do this first to test the existing IA? Or is card sorting sufficient? I do intend to tree test my new proposed IA in order to validate it, but is it worth doing it upfront too?" — Matt

Dear Matt,

Ah, the classic chicken or the egg scenario: Which should come first — tree testing or card sorting?

It’s a question that many researchers often ask themselves, but I’m here to help clear the air!You should always use both methods when changing up your information architecture (IA) in order to capture the most information.

Tree testing and card sorting, when used together, can give you fantastic insight into the way your users interact with your site. First of all, I’ll run through some of the benefits of each testing method.

What is card sorting and why should I use it?

Card sorting is a great method to gauge the way in which your users organize the content on your site. It helps you figure out which things go together and which things don’t. There are two main types of card sorting: open and closed.

Closed card sorting involves providing participants with pre-defined categories into which they sort their cards. For example, you might be reorganizing the categories for your online clothing store for women. Your cards would have all the names of your products (e.g., “socks”, “skirts” and “singlets”) and you also provide the categories (e.g.,“outerwear”, “tops” and “bottoms”).

Open card sorting involves providing participants with cards and leaving them to organize the content in a way that makes sense to them. It’s the opposite to closed card sorting, in that participants dictate the categories themselves and also label them. This means you’d provide them with the cards only — no categories.

Card sorting, whether open or closed, is very user focused. It involves a lot of thought, input, and evaluation from each participant, helping you to form the structure of your new IA.

What is tree testing and why should I use it?

Tree testing is a fantastic way to determine how your users are navigating your site and how they’re finding information. Your site is organised into a tree structure, sorted into topics and subtopics, and participants are provided with some tasks that they need to perform. The results will show you how your participants performed those tasks, if they were successful or unsuccessful, and which route they took to complete the tasks. This data is extremely useful for creating a new and improved IA.

Tree testing is an activity that requires participants to seek information, which is quite the contrast to card sorting — an activity that requires participants to sort and organize information. Each activity requires users to behave in different ways, so each method will give its own valuable results.

Should you run a card or tree test first?

In this scenario, I’d recommend running a tree test first in order to find out how your existing IA currently performs. You said your gut instinct is telling you that your existing IA is pretty “broken”, but it’s good to have the data that proves this and shows you where your users get lost.

An initial tree test will give you a benchmark to work with — after all, how will you know your shiny, new IA is performing better if you don’t have any stats to compare it with? Your results from your first tree test will also show you which parts of your current IA are the biggest pain points and from there you can work on fixing them. Make sure you keep these tasks on hand — you’ll need them later!

Once your initial tree test is done, you can start your card sort, based on the results from your tree test. Here, I recommend conducting an open card sort so you can understand how your users organize the content in a way that makes sense to them. This will also show you the language your participants use to name categories, which will help you when you’re creating your new IA.

Finally, once your card sort is done you can conduct another tree test on your new, proposed IA. By using the same (or very similar) tasks from your initial tree test, you will be able to see that any changes in the results can be directly attributed to your new and improved IA.

Once your test has concluded, you can use this data to compare the performance from the tree test for your original information architecture — hopefully it is much better now!

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1 min read

Making the Complex Simple: Clarity as a UX Superpower in Financial Services

In the realm of financial services, complexity isn't just a challenge, it's the default state. From intricate investment products to multi-layered insurance policies to complex fee structures, financial services are inherently complicated. But your users don't want complexity; they want confidence, clarity, and control over their financial lives.

How to keep things simple with good UX research 

Understanding how users perceive and navigate complexity requires systematic research. Optimal's platform offers specialized tools to identify complexity pain points and validate simplification strategies:

Uncover Navigation Challenges with Tree Testing

Complex financial products often create equally complex navigation structures:

How can you solve this? 

  • Test how easily users can find key information within your financial platform
  • Identify terminology and organizational structures that confuse users
  • Compare different information architectures to find the most intuitive organization

Identify Confusion Points with First-Click Testing

Understanding where users instinctively look for information reveals valuable insights about mental models:

How can you solve this? 

  • Test where users click when trying to accomplish common financial tasks
  • Compare multiple interface designs for complex financial tools
  • Identify misalignments between expected and actual user behavior

Understand User Mental Models with Card Sorting

Financial terminology and categorization often don't align with how customers think:

How can you solve this? 

  • Use open card sorts to understand how users naturally group financial concepts
  • Test comprehension of financial terminology
  • Identify intuitive labels for complex financial products

Practical Strategies for Simplifying Financial UX

1. Progressive Information Disclosure

Rather than bombarding users with all information at once, layer information from essential to detailed:

  • Start with core concepts and benefits
  • Provide expandable sections for those who want deeper dives
  • Use tooltips and contextual help for terminology
  • Create information hierarchies that guide users from basic to advanced understanding

2. Visual Representation of Numerical Concepts

Financial services are inherently numerical, but humans don't naturally think in numbers—we think in pictures and comparisons.

What could this look like? 

  • Use visual scales and comparisons instead of just presenting raw numbers
  • Implement interactive calculators that show real-time impact of choices
  • Create visual hierarchies that guide attention to most relevant figures
  • Design comparative visualizations that put numbers in context

3. Contextual Decision Support

Users don't just need information; they need guidance relevant to their specific situation.

How do you solve for this? 

  • Design contextual recommendations based on user data
  • Provide comparison tools that highlight differences relevant to the user
  • Offer scenario modeling that shows outcomes of different choices
  • Implement guided decision flows for complex choices

4. Language Simplification and Standardization

Financial jargon is perhaps the most visible form of unnecessary complexity. So, what can you do? 

  • Develop and enforce a simplified language style guide
  • Create a financial glossary integrated contextually into the experience
  • Test copy with actual users, measuring comprehension, not just preference
  • Replace industry terms with everyday language when possible

Measuring Simplification Success

To determine whether your simplification efforts are working, establish a continuous measurement program:

1. Establish Complexity Baselines

Use Optimal's tools to create baseline measurements:

  • Success rates for completing complex tasks
  • Time required to find critical information
  • Comprehension scores for key financial concepts
  • User confidence ratings for financial decisions

2. Implement Iterative Testing

Before launching major simplification initiatives, validate improvements through:

  • A/B testing of alternative explanations and designs
  • Comparative testing of current vs. simplified interfaces
  • Comprehension testing of revised terminology and content

3. Track Simplification Metrics Over Time

Create a dashboard of key simplification indicators:

  • Task success rates for complex financial activities
  • Support call volume related to confusion
  • Feature adoption rates for previously underutilized tools
  • User-reported confidence in financial decisions

Where rubber hits the road: Organizational Commitment to Clarity

True simplification goes beyond interface design. It requires organizational commitment at the most foundational level:

  • Product development: Are we creating inherently understandable products?
  • Legal and compliance: Can we satisfy requirements while maintaining clarity?
  • Marketing: Are we setting appropriate expectations about complexity?
  • Customer service: Are we gathering intelligence about confusion points?

When there is a deep commitment from the entire organization to simplification, it becomes part of a businesses’ UX DNA. 

Conclusion: The Future Belongs to the Clear

As financial services become increasingly digital and self-directed, clarity bcomes essential for business success. The financial brands that will thrive in the coming decade won't necessarily be those with the most features or the lowest fees, but those that make the complex world of finance genuinely understandable to everyday users.

By embracing clarity as a core design principle and supporting it with systematic user research, you're not just improving user experience, you're democratizing financial success itself.

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1 min read

Empowering UX Careers: Designlab Joins Forces with Optimal Workshop

Optimal Workshop is thrilled to welcome Designlab as our newest education partner. This collaboration merges our strengths to provide innovative learning opportunities for UX professionals looking to sharpen their design skills and elevate their careers. 

The Power of a Design-First Education Partner

What makes Designlab unique is its exclusive focus on design education. For more than a decade, they have dedicated themselves to providing hands-on learning experiences that  combine asynchronous, online lessons and projects with synchronous group sessions and expert mentorship. With a robust catalog of industry-relevant courses and an alumni network of over 20,000 professionals, Designlab is committed to empowering designers to make an impact at both individual and team levels.

What Designlab Offers for Experienced Designers

Designlab offers a range of advanced programs that support ongoing professional development. Some courses that might be interesting for our audience include:

  • Data-Driven Design: Gain confidence in your ability to collect and interpret data, justify design decisions with business impact, and win over stakeholders. 
  • Advanced Figma: Accelerate your design workflow and become a more efficient Figma user by learning tools like components, auto-layout, and design tokens. 
  • Strategic Business Acumen for Designers: Learn the foundational business knowledge and frameworks you need to influence strategy and get your design career to the next level.  
  • Advanced Usability and Accessibility: Strengthen your usability and accessibility skills, integrate universal design principles into your work, and improve advocacy for inclusivity in design.  

These courses ensure that experienced designers can enhance their technical and strategic skills to solve complex problems, lead projects, and design user-centered experiences.

Solutions for Design Teams

Designlab also offers solutions for design teams looking to upskill together. These solutions can range from multi-seat enrollments to their courses to custom facilitation and training programs, perfectly tailored to your teams’ needs. By partnering with Designlab, companies ensure their teams are equipped with practical skills and a forward-thinking mindset to tackle design challenges effectively.

READ: Designing for Accessibility with The Home Depot

Special Offer for the Optimal Workshop Community

To celebrate this partnership, Optimal Workshop users can take advantage of a special discount—$100 off any Designlab course with the code OPTIMAL. Whether you’re looking to refine your skills or explore new areas of expertise, Designlab’s programs offer the perfect opportunity to invest in your professional growth.

Explore how Designlab’s offerings can help you level up your design career—whether it’s through mastering advanced tools, leveraging data more, or becoming a more strategic thinker. With continuous learning at the heart of success in UX and product design, there’s no better time to start your journey with Designlab.

Unlock your potential and discover new possibilities with Designlab’s courses today. Use code OPTIMAL to save $100 on your next course and take the next step in your design career.

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