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Testing and comparing multiple variations of trees will help you nail down an effective navigation structure before you implement it, saving time and costly mistakes. Treejack's comparison feature allows you to compare two tasks from two different Treejack studies without leaving the results page. It helps make comparing your variations easier and faster by putting results side-by-side for you to explore simultaneously. 

The image above shows a common workflow of how Optimal Workshop tools can be used together to improve your navigation structure. 

How does it work?

Step 1. Let's compare tasks

First things first, sign into your Optimal Workshop account.

Step 2. Open the Treejack study

Open the tree test that you want to start your comparison from, then navigate to the Task Results tab in the Analysis section.

Step 3. Click on compare tasks

Click the ‘compare tasks’ button in your chosen task.

Step 4. Select the study

Next select the study and task you want to compare then click 'Compare tasks'.

Step 5. Compare the results

You can now compare the two tasks together and start the analysis process. Do this as many times, with as many tests and tasks, as you need to.

Send us your feedback

We’ve got a lot of exciting improvements in the pipeline and as always, we’d love your feedback. You can make feature requests, vote on existing requests and send feedback in Optimal Workshop using the Resource Centre. It's located at the bottom right hand corner of your account, just click the ? icon. 

Log in now let us know what you think!

Ever wondered what the relationship is between information architecture (IA) and UX? Simply put, IA is the foundation of UX. We outline why.

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What is Information Architecture? 🛠️

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According to Abby Covert, a leader in the field of information architecture, IA is ‘the way we arrange the parts to make sense of the whole.’ This can relate to a website, a retail store or an app. And you could even consider the way a library is sorted to be information architecture. For the purposes of this article, we will focus on digital products (apps or websites).

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Well-organized information architecture is fundamentally important to the success of your product. As a designer, knowing the content you are delivering and how, is fundamental to creating a UX that performs. Working with the needs of the organization and meeting the requirements of the users in a meaningful and delightful way. Organizing and structuring the information so that navigating, searching, and understanding your product is seamless is ultimately what UX design is all about. Arranging the parts to make sense of the whole, you could say.

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While design is about creating visual pointers for users to find their way, information architecture can be broken down into 3 main areas to consider when building a great user experience:

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• Navigation: How people make their way through information 
• Labels: How information is named and represented.
• Search: How people will look for information (keywords, categories)

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When put like this it does seem pretty straightforward. Maybe even simple? But these tasks need to be straightforward for your users. Putting thought, time, and research at the front of your design and build can increase your chances of delivering an intuitive product. In fact, at any point in your product’s life cycle, it’s worth testing and reviewing these 3 areas.  

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Key things to consider to build an effective IA for UX 🏗

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Developing a well-thought-out and researched information architecture for your product could be considered a foundation step to creating a great UX product. To help you on your way, here are 6 key things to consider when building effective information architecture for a great user experience. 

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1. Define the goals of your organization: Before starting your IA plan, uncover what is the purpose of your product and how this will align with the goals of your stakeholders.
2. Figure out your user’s goals: Who do you want to use your product? Create scenarios, discuss with probable users and find out what they’ll use your product for and how they’ll use it.  
3. Study your competitors: Take note of websites, apps and other digital products that are similar to yours and look at their information architecture from a UX point of view. How does the design work with the IA. Is it simple to navigate? Easy to find what to do next?  Look at how key information is designed and displayed.
4. Draw a site map: Once the IA is planned and developed and the content is ready, it’s time to figure out how users are going to access all of your information. Spend time planning navigation that is not too complex that will help users to browse your product easily. 
5. Cross browser testing: Your information architecture behavior may vary from one browser so it’s worth doing some cross-browser compatibility testing. It would be very disappointing to work so hard to get the best UX with your product, only to be let down because of browser variances.
6. Usability testing: End users are the perfect people to let you know how your product is performing. Set up a testing/staging environment and test on external users. Observing your participants while they move their way through your product uninterrupted and listening to their opinions can shed light on the successes (and failures) in a very insightful way. 

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Wrap Up 🌯

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Information architecture is the foundation of designing a great product that meets (or even exceeds) your users’ needs, wants, and desires. By balancing an organization’s needs with insight into what users actually want, you’re well equipped to design an information architecture  that helps build a product that delivers a positive user experience. Research, test, research, and test again should be the mantra throughout the development, design, and implementation of your product and beyond.

Sitting inside any beautifully crafted and designed digital product, there must be a fully functional and considered information architecture.

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As much as information architecture shouldn’t be developed in a vacuum. Neither should the design and look of digital products. In fact, a large proportion of the function of digital designers is devoted to supporting users locating content they need and driving them towards content that the product owners want them to find.

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Incorporating visual markers to make sure that certain content is distinct from the rest or creating layers that demonstrate the diverse content on a product.

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If you do not have quality content, it is impossible to design a quality digital product. It all comes back to creating a user experience that makes sense and is designed to make task completion simple. And this relates back to designing the product with the content planned for it in mind.

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8 Principles of information architecture, according to Dan Brown 🏗️

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As a designer, the more you know about information architecture, the better the products you design will meet your user requirements and deliver what they need. If you work with an information architect, even better. If you’re still learning about information architecture the 8 Principles according to Dan Brown is a great place to begin.

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If you haven’t come across Dan Brown yet, you have more than likely come across his 8 principles. Dan Brown is one of the UX world's most prolific experts with a career that spans most areas of UX designs. He’s written 3 books on the subject and experience across a multitude of high profile projects. Aiding large organizations to make the most of their user experience.

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1. The principle of objects: Content should be treated as a living, breathing thing. It has lifecycles, behaviors, and attributes.
2. The principle of choices: Less is more. Keep the number of choices to a minimum.
3. The principle of disclosure: Show a preview of information that will help users understand what kind of information is hidden if they dig deeper.
4. The principle of examples: Show examples of content when describing the content of the categories.
5. The principle of front doors: Assume that at least 50% of users will use a different entry point than the home page.
6. The principle of multiple classifications: Offer users several different classification schemes to browse the site’s content.
7. The principle of focused navigation: Keep navigation simple and never mix different things.
8. The principle of growth: Assume that the content on the website will grow. Make sure the website is scalable.

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It’s highly likely that you’ve already used some, or all, of these IA principles in your designs. Don’t be shy about mastering them, or at the very least be familiar. They can only help you become a better user experience designer.

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Wrap up 🌯

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Mastering the 8 principles, according to IA expert Dan Brown will see you mastering the complex tasks of information architecture. Understanding IA is key to creating digital designs with a content structure that is functional, logical and just what your users need to navigate your product. Design without good IA doesn’t work as well, just as a content structure without a well designed interface will not engage users.

A great information architecture (IA) is essential for a great user experience (UX). And testing your website or app’s information architecture is necessary to get it right.

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Card sorting and tree testing are the very best UX research methods for exactly this. But the big question is always: which one should you use, and when? Very possibly you need both. Let’s find out with this quick summary.

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What is card sorting and tree testing? 🧐

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Card sorting is used to test the information architecture of a website or app. Participants group individual labels (cards) into different categories according to  criteria that makes best sense to them. Each label represents an item that needs to be categorized. The results provide deep insights to guide decisions needed to create an intuitive navigation, comprehensive labeling and content that is organized in a user-friendly way.

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Tree testing is also used to test the information architecture of a website or app. When using tree testing participants are presented with a site structure and a set of tasks they need to complete. The goal for participants is to find their way through the site and complete their task. The test shows whether the structure of your website corresponds to what users expect and how easily (or not) they can navigate and complete their tasks.

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What are the differences? 🂱 👉🌴

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Card sorting is a UX research method which helps to gather insights about your content categorization. It focuses on creating an information architecture that responds intuitively to the users’ expectations. Things like which items go best together, the best options for labeling, what categories users expect to find on each menu.

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Doing a simple card sort can give you all those pieces of information and so much more. You start understanding your user’s thoughts and expectations. Gathering enough insights and information to enable you to develop several information architecture options.

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Tree testing is a UX research method that is almost a card sort in reverse. Tree testing is used to evaluate an information architecture structure and simply allows you to see what works and what doesn’t. 

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Using tree testing will provide insights around whether your information architecture is intuitive to navigate, the labels easy to follow and ultimately if your items are categorized in a place that makes sense. Conversely it will also show where your users get lost and how.

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What method should you use? 🤷

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You’ve got this far and fine-tuning your information architecture should be a priority. An intuitive IA is an integral component of a user-friendly product. Creating a product that is usable and an experience users will come back for.

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If you are still wondering which method you should use - tree testing or card sorting. The answer is pretty simple - use both.

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Just like many great things, these methods work best together. They complement each other, allowing you to get much deeper insights and a rounded view of how your IA performs and where to make improvements than when used separately. We cover more reasons why card sorting loves tree testing in our article which dives deeper into why to use both.

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Ok, I'm using both, but which comes first? 🐓🥚

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Wanting full, rounded insights into your information architecture is great. And we know that tree testing and card sorting work well together. But is there an order you should do the testing in? It really depends on the particular context of your research - what you’re trying to achieve and your situation. 

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Tree testing is a great tool to use when you have a product that is already up and running. By running a tree test first you can quickly establish where there may be issues, or snags. Places where users get caught and need help. From there you can try and solve potential issues by moving on to a card sort. 

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Card sorting is a super useful method that can be instigated at any stage of the design process, from planning to development and beyond.  As long as there is an IA structure that can be tested again. Testing against an already existing website navigation can be informative. Or testing a reorganization of items (new or existing) can ensure the organization can align with what users expect.

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However, when you decide to implement both of the methods in your research, where possible, tree testing should come before card sorting. If you want a little more on the issue have a read of our article here.

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Check out our OptimalSort and Treejack tools - we can help you with your research and the best way forward. Wherever you might be in the process.

Designing for a mobile app is quite different to designing for websites. The content may be similar (even the same) but the intent for users is likely to be different, as are the environments and occasions they use them. When designing for mobile the information architecture (IA) uses a different set of rules. The key consideration needs to be around ease of use on a smaller screen for a user that is possibly on the move and very likely distracted. They have limited time, limited attention and need a quick result.

Your app could be the first point of contact. It might be the only way your user interacts with you on a regular basis. It needs to be super simple, clean, and quick to interact with. A well thought out, thoroughly researched, and organized information architecture plays a big part in helping to deliver an easy and enjoyable user experience.

What is information architecture?

According to Abby Covert, a leader in the field of information architecture, IA is ‘the way we arrange the parts to make sense of the whole.’ Information architecture (IA)is found in every digital product, from websites, apps to an intranet and can even be applied to the physical world in places like libraries and supermarkets.For the purposes of this blog we will focus on the importance of information architecture for mobile apps. Researching and designing an app’s IA with just the right amount of information is key. And providing a way of navigating that content in a way that is quick and intuitive is key to a good user experience.

How is designing for mobile different?

The first thing to understand about mobile app information architecture is that it’s different – and not just with regards to size. The sheer physicality and specifications of mobile devices mean we need to consider different design requirements. Because mobile devices are light and portable, users are in constant contact with them and they are by far the most convenient way to access information. With mobile apps it can be even more important to consider the user journey, to keep that journey as short as possible, and anticipate the user's needs. Consideration should be given to:

1. Physicality and specifications
2. Constant accessibility
3. How people behave and feel

1. Physicality and specifications

Most mobile device interfaces are accessed through touch screens. Users rely on learnt gestures – in addition to a simple interface – to interact. Because of their smaller dimensions, users often expect the content structures to be simpler and smaller. Also, because of limited bandwidth and connectivity, mobile devices require app designs to be optimized for loading time, with reduced data demands.

2. Constant accessibility

Because we have constant access to our mobile devices, we tend to use them a lot more. They come with us on the bus, walking the dog, or even watching TV. We often use them while ‘doing’ something else. This means we often use the device under difficult viewing conditions, or among a variety of distractions.

3. How we behave and feel

We have different attitudes, behaviors and priorities while using mobile devices. Many of us often have our mobile device within arms reach at all times. We have become attached to these devices and feel ‘lost’ when we don’t have them nearby. Some people even consider them an extension of their being!

How do you factor information architecture into your mobile app design?

We need to think of mobile devices as having their own particular information architecture structure to work within their unique requirements and environments. While the structure of a responsive website may follow the same IA, native apps often employ navigational structures that are tab-based. There’s no one or ‘right’ way to architect a mobile site or application. Rather it’s dependent on factors like the size of the content you need to organize or what the intended user journey is that informs the choice of  information architecture structure. Let’s take a look at some of the most popular IA structures for mobile apps:

Hierarchy

A standard website structure with an index page and a series of sub pages. If you are designing a responsive website you may be restricted to this structure, however introducing additional structural patterns could allow you to tailor the user experience for mobile.

Hub and spoke

Gives you a central index from which users will navigate from. It’s the default pattern on Apple’s iPhone, with a home screen and the various apps users download. Users can’t navigate between spokes but must return to the hub (home screen), instead.

Nested doll

Leads users in a linear fashion to more detailed content. It’s a simplified interface which quickly leads on to the next step. It can be most useful when users are in distracting conditions because  it’s a quick and easy method of navigation.

Tabbed view

Regular app users will be familiar with this structure. It’s a collection of sections tied together by a toolbar menu. This allows the user to quickly scan and understand the functionality of the app as soon as it’s opened. Easy to navigate throughout the app.

Filtered view

Allows the user to navigate within a set of data by selecting filter options to create a view that suits them. Can be more difficult to view on mobile if there is too much content, as it can be difficult to display.

Wrap up

When designing for mobile devices it is important to always keep in mind the user journey and how (and when) users  are likely to be interacting with your app. What is their primary objective? What is your organization's objective? How do you move them through their tasks to enable them to complete them quickly, simply and easily? Working within the size restrictions and limitations of mobile devices and users needs and desires with a thoroughly thought out IA structure will always win on the day.

What is information architecture? ✏️

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According to Abby Covert, a leader in the field of information architecture, IA is ‘the way we arrange the parts to make sense of the whole.’ Information architecture (IA) is found in every digital product, from websites and apps to an intranet. 

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For the purposes of this article we focus on the importance of information architecture to user experience (UX) design because IA is fundamentally important to the success of your user experience. It determines how users will access your  content and ultimately how successful their experience is when using your product. 

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When put like this it does seem pretty straightforward. Maybe even simple? But these tasks need to be straightforward for your users. Putting thought, time and research in at the front of your design and build can help build an intuitive product. IA is the structure that sits in behind and allows the design to tell the story and the content to be found in an easy way.

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The role of information architecture in UX design 🏗️

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Information architecture forms the framework for any UX design project. You need to consider the visual elements, functionality, interaction, and navigation and if they are built according to IA principles. If not considered fully even the most compelling content and powerful user experience design can fail without an organized and functional IA design. Disorganized content can make finding your way through difficult, meaning users get lost, annoyed and frustrated. Frustrated users don’t stick around and most likely don’t come back.

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Through solving or preempting users’ issues with research and designing powerful and effective IA it reduces usability and navigation problems. Meaning that researched, thought through and designed information architecture can save both money and time for your organization in the longer term.

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What is the difference between IA and UX? 🤯

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Often it can be confusing that there isn’t much difference between IA and UX design. While these terms do relate to each other and need to be considered alongside, they are not one and the same.

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“Information architecture (IA) is the discipline of making information findable and understandable, helping people understand their surroundings and find what they’re looking for online and in the real world” - Interaction Design

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“User experience (UX) design is the process design teams use to create products
that provide meaningful and relevant experiences to users” - Interaction Design

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UX design is well grounded with good functional information architecture but that’s not where it stops. The user experience focus is on influencing users’ behaviors and actions through emotion and psychology. Information architecture is focussed on the users' goals and task completion. They work together to create the very best user experience. IA provides the foundation of a well organized space that is easy to navigate and UX design ensures that the overall experience meets (or exceeds) users’ expectations, through their wants, needs and desires.

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The key components of IA 🧱

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There are four key components to consider when building a strong information architecture:

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Labeling

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How information is named and represented. Labels need to communicate information to users without using too much space or requiring much work on the user’s part.

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Navigation

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How people make their way through information. Without robust IA which has been thought through this is the quickest way to confuse users. If they can’t find their way to the information they need, they won’t be able to complete their task. It really is that simple.

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Search

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How people will look for information (keywords, categories). A search system is especially important when there is a lot of content to wade through. A search engine, filters, and many other tools help users search content. Great UX design will consider how the information will be displayed once searched.

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Organization

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How the information is ordered. These help users to predict where they can find information easily:

• Hierarchical is the hierarchy of the content and literally the order of importance
  the user expects to see information against what the organization needs.
• Sequential Taking a stroll in your user's shoes can be valuable. Considering the path a user would take and the journey they make. Walking step-by-step, ensuring that as users progress through their tasks they are easily led to the next step.
• Matrix This is a little more complicated for users as it lets them choose how to navigate on their own. Users are given the choice of content organization. For example, the searchability of a website. Where the user could choose to search by topic, size, price or any other filter or option.

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Wrap up 🥙

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Information architecture is a key part of a powerful user experience design. Efficient IA helps users quickly and easily move through content and find what they want.  And what do users want but to find what they want, complete their task and get on with their day!

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Provide an IA that functions well, is intuitive to use and well labeled, coupled with UX design that is smooth, attractive and responds to users needs, wants and desires and you’ll have a winner on the day.