When Bear Liu was teaching himself design, he struggled remembering concepts since English wasn’t his first language. To help, he started doodling. By drawing pictures that related to what he was learning, he found he could not only remember them better, he could understand and communicate more effectively too. Ever since, he’s used the power of drawings and pictures to relay information in ways people can use.

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Bear gives examples of how visual communication can help design workplaces to relay information in a more memorable and usable way. It may only seem like a minor change, but the difference can be significant.

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Bear’s background 🎤

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Bear Liu is a Product Designer at Xero, an online accounting platform that’s used all over the world. He’s also a Design Mentor at Springboard and CareerFoundry, and an Apple Award-Winning podcast host at BearTalk.

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His background is in science education. As a self-taught designer, Bear has helped a raft of large and small businesses with digital products over the last 16 years. His clients come from diverse backgrounds and industries across the globe. Bear's professional passions also carry over into his hobbies. Outside of work he enjoys reading, drawing, and producing videos & podcasts on tech and design.

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Contact Details:

You can find Bear on LinkedIn, or listen to his podcast, BearTalk.

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Unleash your visual superpower as a communication pro 🦸🏻

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When it comes to addressing business challenges it is important to keep these three aspects in mind: 

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1. Understanding - break down complex problems and solutions so everyone can understand. 
2. Memory - retaining information in your mind is difficult even with note taking.
3. Communication- People relate to words differently, and the meaning of something can easily get lost in translation. This issue is more prevalent with remote work.

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Bear Liu strongly believes that visual communication helps people understand, remember and communicate information more effectively. Why?

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• It helps to focus. Pictures remove distractions and draw attention to where it’s desired.
• It’s a token. A picture is universal - a house or a smiley face means the same thing to people that speak different languages. 
• Most people are visual thinkers. Studies have found humans are hard-wired to process visual information faster. We are better at storing information in images, rather than numbers and letters.

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But what if I can’t draw? This is a common issue Bear finds when talking to people about this. It’s not about the quality of the drawing itself, it’s about what it means. By delivering a message through a picture, it becomes understandable. Many of Bear’s drawings only ever remain in draft form. Even simple doodles can have meanings that make concepts clear.

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In his design work at Xero, Bear has used drawing and sketches to great effect in a range of instances:

• The accessibility tree was a complex, abstract system, but by drawing it (on a literal tree), and adding a few notes alongside it, the terminology became much more understandable.
• Sketching how customers work made it easier to describe how Xero could help them. It was much more memorable than writing it out in paragraphs.
• Wrapping the year in product design. A written summary of a year’s work is long-winded. Instead, Bear drew a tree and pinned key words, quotes and achievements to communicate the highlights.
• UX terminology explanations can be difficult for those outside the industry to comprehend. Bear challenged himself to share 1 minute videos that accompanied simple drawings to help colleagues understand them, and had rave reviews.
• Sketching notes is a great alternative to writing notes at conferences or meetings. Presenters can draw to help audiences follow along, and people in the audience themselves can also sketch their own notes.

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Why it matters  🔥

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Bear has adapted visual thinking to his own product design process and has seen a noticeable improvement in communication as a result.

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People are busy - their brains are packed with all sorts of information, and they’re easily distracted by other things they have on their minds. By delivering information in a way that helps them to focus on it, remember and understand it, designers can achieve their ultimate goals.

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As Bear also notes, drawing is fun. It’s much more rewarding than using words, as well as much more effective.

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Bear used the example of his talk at UX New Zealand 2023 as a great place to use a drawing. Rather than follow along with his message by scribbling notes the whole way through, those in the audience could capture the biggest lessons easily in one simple drawing.

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• First, Bear drew one stick figure to represent himself as a speaker. He drew three speech bubbles, where audience members could write the most notable points he said.
  
• Then he drew another stick figure, which represented the audience member listening to him. They had three thought bubbles, which people could populate with their biggest takeaways from the speech.
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That one simple drawing is a template that can be used in any speech or meeting to remember the key points.

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There is strong backlash about the perceived failures of Human Centred Design (HCD) and its contribution to contemporary macro problems. There seems to be a straightforward connection: HCD and Design Thinking have been adopted by organizations and are increasingly part of product/experience development, especially in big tech. However the full picture is more complex, and HCD does have some issues.

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Dan Dixon, UX and Design Research Director and Stéphan Willemse, Strategy Director/Head of Strategy, both from the Digital Arts Network, recently spoke at UX New Zealand, the leading UX and IA conference in New Zealand hosted by Optimal Workshop, about the evolution and future of HCD.

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In their talk, Dan and Stéphan cover the history of HCD, its use today, and its limitations, before presenting a Post HCD future. What could it be, and how should it be different? Dan and Stéphan help us to step outside of ourselves as we meet new problems with new ways of Design Thinking.

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Dan Dixon and Stéphan Willemse bios

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Dan is a long-term practitioner of human-centred experience design and has a wealth of experience in discovery and qual research. He’s worked in academic, agency and client-side roles in both the UK and NZ, covering diverse fields such as digital, product design, creative technology and game design. His history has blended a background in the digital industry with creative technology teaching and user experience research. He has taken pragmatic real-world knowledge into a higher education setting as well as bringing deeper research skills from academia into commercial design projects. In higher education, as well as talks and workshops, Dan has been teaching and sharing these skills for the last 16 years. 

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Stéphan uses creativity, design and strategy to help organizations innovate towards positive, progressive futures. He works across innovation, experience design, emerging technologies, cultural intelligence and futures projects with clients including Starbucks, ANZ, Countdown, TradeMe and the public sector. He holds degrees in PPE, Development Studies, Education and an Executive MBA. However, he doesn’t like wearing a suit and his idea of the perfect board meeting is at a quiet surf break. He thinks ideas are powerful and that his young twins ask the best questions about the world we live in.

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Contact Details:

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Email: dan.dixon@digitalartsnetwork.com

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Find Dan on LinkedIn  

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HCD IS DEAD, LONG LIVE HCD 👑

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Dan and Stéphan take us through the evolving landscape of Human Centred Design (HCD) and Design Thinking. Can HCD effectively respond to the challenges of the modern era, and can we get ahead of the unintended consequences of our design? They examine the inputs and processes of design, not just the output, to scrutinize the very essence of design practice.

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A brief history of HCD

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In the 1950s and 1960s, designers began exploring the application of scientific processes to design, aiming to transform it into a systematic problem-solving approach. Later in the 1960s, design thinkers in Scandinavia initiated the shift towards cooperative and participative design practices. Collaboration and engagement with diverse stakeholders became integral to design processes. Then, the 1970s and 1980s marked a shift in perspective, viewing design as a fundamentally distinct way of approaching problems. 

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Moving into the late 1980s and 1990s, design thinking expanded to include user-centered design, and the idea of humans and technology becoming intertwined. Then the 2000s witnessed a surge in design thinking, where human-centered design started to make its mark.

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Limitations of the “design process”

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Dan and Stéphan discuss the “design squiggle”, a concept that portrays the messy and iterative nature of design, starting chaotically and gradually converging toward a solution. For 20 years, beginning in the early 90s, this was a popular way to explain how the design process feels. However, in the past 10 years or so, efforts to teach and pass down design processes have become common practice. Here enter concepts like the “double diamond” and “pattern problem”, which seek to be repeatable and process-driven. These neat processes, however, demand rigid adherence to specific design methods, which can ultimately stifle innovation. 

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Issues with HCD and its evolution

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The critique of such rigid design processes, which developed alongside HCD, highlights the need to acknowledge that humans are just one element in an intricate network of actors. By putting ourselves at the center of our design processes and efforts, we already limit our design. Design is just as much about the ecosystem surrounding any given problem as it is about the user. A limitation of HCD is that we humans are not actually at the center of anything except our own minds. So, how can we address this limitation?

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Post-anthropocentric design starts to acknowledge that we are far less rational than we believe ourselves to be. It captures the idea that there are no clear divisions between ‘being human’ and everything else. This concept has become important as we adopt more and more technology into our lives, and we’re getting more enmeshed in it. 

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Post-human design extends this further by removing ourselves from the center of design and empathizing with “things”, not just humans. This concept embraces the complexity of our world and emphasizes how we need to think about the problem just as much as we think about the solution. In other words, post-human design encourages us to “live” in our design problem(s) and consider multiple interventions.

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Finally, Dan and Stéphan discuss the concept of Planetary design, which stresses that everything we create, and everything we do, has the possibility to impact everything else in the world. In fact, our designs do impact everything else, and we need to try and be aware of all possibilities.

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Integrating new ways of thinking about design

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To think beyond HCD and to foster innovation in design, we can begin by embracing emerging design practices and philosophies such as "life-centered design," "Society-centered design," and "Humanity-centered design." These emerging practices have toolsets that are readily available online and can be seamlessly integrated into your design approach, helping us to break away from traditional, often linear, methodologies. Or, taking a more proactive stance, we can craft our own unique design tools and frameworks. 

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Why it matters 🎯

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To illustrate how design processes can evolve to meet current and future challenges of our time, Dan and Stéphan present their concept of “Post human-centered design” (Post HCD). At its heart, it seeks to take what's great about HCD and build upon it, all while understanding its issues/limitations.

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Dan and Stéphan put forward, as a starting point, some challenges for designers to consider as we move our practice to its next phase.

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Suggested Post HCD principles:

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• Human to context: Moving from human-centered to a context-centred or context sensitive point of view.
• Design Process to Design Behaviour: Not being beholden to design processes like the “double diamond”. Instead of thinking about designing for problems, we should design for behaviors instead. 
• Problem-solutions to Interventions: Thinking more broadly about interventions in the problem space, rather than solutions to the problems
• Linear to Dynamic: Understand ‘networks’ and complex systems.
• Repeated to Reflexive: Challenging status quo processes and evolving with challenges that we’re trying to solve.

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The talk wraps up by encouraging designers to incorporate some of this thinking into everyday practice. Some key takeaways are: 

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• Expand your web of context: Don’t just think about things having a center, think about networks.
• Have empathy for “things”: Consider how you might then have empathy for all of those different things within that network, not just the human elements of the network.
• Design practice is exploration and design exploration is our practice: Ensure that we're exploring both our practice as well as the design problem.
• Make it different every time: Every time we design, try to make it different, don't just try and repeat the same loop over and over again.

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Working in a multi-disciplined product team can be daunting, but how can those relationships be built, and what does that mean for your team, your stakeholders, and the users of the product?

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Kate Keep, Product Owner, and Brad Millen, UX Designer, both work in the Digital team at the Accident Compensation Corporation (ACC). They recently spoke at UX New Zealand, the leading UX and IA conference in New Zealand hosted by Optimal Workshop, about their experience working on a large project within an organization that was new to continuous improvement and digital product delivery.

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In their talk, Kate and Brad discuss how they were able to pull a team together around a common vision, and three key principles they found useful along the way.

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Background on Kate

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Kate is a Product Owner working in the Digital team at ACC, and her team currently look after ACC’s Injury Prevention websites. Kate is also a Photographer, which keeps her eye for detail sharp and her passion for excellence alive. She comes from a Contact Centre background which drives her dedication to continuously search for the optimal customer experience. Kate and the team are passionate about accessibility and building websites that are inclusive for all of Aotearoa.

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Contact Details:

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Email address: kate.keep@acc.co.nz

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LinkedIn URL: Not provided

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Background on Brad

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Brad is a Digital UX Designer in Digital team at ACC. Before launching into the world of UX, Brad studied game design which sparked his interest in the way people interact, engage and perceive products. This helped to inform his ethos that you’re always designing with others in mind.

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How the relationship between Product Owners and Designers can impact human-centered design 👩🏻💻📓✍🏻💡

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Brad and Kate preface their talk by acknowledging that they were both new to their roles and came from different career backgrounds when this project began, which presented a significant challenge. Kate was a Product Owner with no previous delivery experience, while Brad, was a UX designer. To overcome these challenges, they needed to quickly figure out how to work together effectively.

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Their talk focuses on three key principles that they believe are essential when building a digital product in a large, multi-disciplined team.

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Building Trust-Based Relationships 🤝🏻

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The first principle emphasizes the importance of building trust-based relationships. They highlight the need to understand each other's perspectives and work together towards a common vision for the customer. This can only be achieved by building a strong sense of trust with everyone on the team. They stress the value of open and honest communication - both within the team and with stakeholders.

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Kate, as Product Owner, identified her role as being one of “setting the vision and getting the hell out of the way”. In this way, she avoided putting Brad and his team of designers in a state of paralysis by critiquing decisions all of the time. Additionally, she was clear from the outset with Brad that she needed “ruthless honesty” in order to build a strong relationship.

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Cultivating Psychological Safety and a Flat Hierarchy 🧠

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The second principle revolves around creating an environment of psychological safety. Kate explains that team members should feel comfortable challenging the status quo and working through disagreements without fear of ridicule. This type of safety improves communication and fast-tracks the project by allowing the team to raise issues without feeling they need to hide and wait for something to break.

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They also advocate for a flat hierarchy where everyone has an equal say in decision-making. This approach empowers team members and encourages autonomy. It also means that decisions don’t need to wait for meetings, where juniors are scheduled to report issues or progress to seniors. Instead, all team members should feel comfortable walking up to a manager and, having built a relationship with them, flag what’s on their mind without having to wait. 

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This combination of psychological safety and flat hierarchy, coupled with building trust, means that the team dynamic is efficient and productive.

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Continuous Focus on the Customer Voice 🔊

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The third principle centers on keeping the customer's voice at the forefront of the product development process. Brad and Kate recommend regularly surfacing customer feedback and involving the entire team in understanding customer needs and goals. They also highlight the importance of making customer feedback tangible and visible to all team members and stakeholders.

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Explaining why the topic matters 💡

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Kate and Brad’s talk sets a firm foundation for building positive and efficient team dynamics. The principles that they discuss champion empowerment and autonomy, which ultimately help multi-disciplined teams to gel when developing digital products. In practice, these principles set the stage for several key advantages.

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They stress that building trust is key, not only for the immediate project team but for organizational stakeholders too. It’s just as crucial for the success of the product that all key stakeholders buy into the same way of thinking i.e. trusting the expertise of the product design and development teams. Kate stresses that sometimes Product Owners need to absorb stakeholder pressure and take failures on the chin so that they to let design teams do what they do best.

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That being said, Kate also realizes that sometimes difficult decisions need to be made when disagreements arise within the project team. This is when the value of building trust works both ways. In other words, Kate, as Product Owner, needed to make decisions in the best interest of the team to keep the project moving.

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Psychological safety, in practice, means leading by example and providing a safe environment for people to be honest and feel comfortable enough to speak up when necessary. This can even mean being honest about what scares you. People tend to value this type of honesty, and it establishes common ground by encouraging team members (and key stakeholders) to be upfront with each other.

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Finally, keeping the customer's voice front and center is important, not just as design best practice, but also as a way of keeping the project team grounded. Whenever the project experiences a bump in the road, or a breakdown in team communication, Kate and Brad suggest always coming back to the question, “What’s most important to the customer?”. Allow user feedback to be accessible to everyone in the team. This means that the customer's voice can be present throughout the whole project, and everyone, including key stakeholders, never lose sight of the real-life application of the product. In this way, teams are consistently able to work with facts and insights rather than making assumptions that they think are best for the product.

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What is UX New Zealand? 🤷

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UX New Zealand is a leading UX and IA conference hosted by Optimal Workshop, that brings together industry professionals for three days of thought leadership, meaningful networking and immersive workshops. 

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At UX New Zealand 2023, we featured some of the best and brightest in the fields of user experience, research and design. A raft of local and international speakers touched on the most important aspects of UX in today’s climate for service designers, marketers, UX writers and user researchers.

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These speakers are some of the pioneers leading the way and pushing the standard for user experience today. Their experience and perspectives are invaluable for those working at the coalface of UX, and together, there’s a tonne of valuable insight on offer. 

Usability experts play an essential role in the user interface design process by evaluating the usability of digital products from a very important perspective - the users! Usability experts utilize various techniques such as heuristic evaluation, usability testing, and user research to gather data on how users interact with digital products and services. This data helps to identify design flaws and areas for improvement, leading to the development of user-friendly and efficient products.

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Heuristic evaluation is a usability research technique used to evaluate the user interface design of a digital product based on a set of ‘heuristics’ or ‘usability principles’. These heuristics are derived from a set of established principles of user experience design - attributed to the landmark article “Improving a Human-Computer Dialogue” published by web usability pioneers Jakob Nielsen and Rolf Molich in 1990. The principles focus on the experiential aspects of a user interface. 

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In this article, we’ll discuss what heuristic evaluation is and how usability experts use the principles to create exceptional design. We’ll also discuss how usability testing works hand-in-hand with heuristic evaluation, and how minimalist design and user control impact user experience. So, let’s dive in!

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Understanding Heuristic Evaluation

Heuristic evaluation helps usability experts to examine interface design against tried and tested rules of thumb. To conduct a heuristic evaluation, usability experts typically work through the interface of the digital product and identify any issues or areas for improvement based on these broad rules of thumb, of which there are ten. They broadly cover the key areas of design that impact user experience - not bad for an article published over 30 years ago!

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The ten principles are:

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1. Prevention error: Well-functioning error messages are good, but instead of messages, can these problems be removed in the first place? Remove the opportunity for slips and mistakes to occur.
2. Consistency and standards: Language, terms, and actions used should be consistent to not cause any confusion.
3. Control and freedom for users: Give your users the freedom and control to undo/redo actions and exit out of situations if needed.
4. System status visibility: Let your users know what’s going on with the site. Is the page they’re on currently loading, or has it finished loading?
5. Design and aesthetics: Cut out unnecessary information and clutter to enhance visibility. Keep things in a minimalist style.
6. Help and documentation: Ensure that information is easy to find for users, isn’t too large and is focused on your users’ tasks.
7. Recognition, not recall: Make sure that your users don’t have to rely on their memories. Instead, make options, actions and objects visible. Provide instructions for use too.
8. Provide a match between the system and the real world: Does the system speak the same language and use the same terms as your users? If you use a lot of jargon, make sure that all users can understand by providing an explanation or using other terms that are familiar to them. Also ensure that all your information appears in a logical and natural order.
9. Flexibility: Is your interface easy to use and it is flexible for users? Ensure your system can cater to users to all types, from experts to novices.
10. Help users to recognize, diagnose and recover from errors: Your users should not feel frustrated by any error messages they see. Instead, express errors in plain, jargon-free language they can understand. Make sure the problem is clearly stated and offer a solution for how to fix it.

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Heuristic evaluation is a cost-effective way to identify usability issues early in the design process (although they can be performed at any stage) leading to faster and more efficient design iterations. It also provides a structured approach to evaluating user interfaces, making it easier to identify usability issues. By providing valuable feedback on overall usability, heuristic evaluation helps to improve user satisfaction and retention.

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The Role of Usability Experts in Heuristic Evaluation

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Usability experts play a central role in the heuristic evaluation process by providing feedback on the usability of a digital product, identifying any issues or areas for improvement, and suggesting changes to optimize user experience.

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One of the primary goals of usability experts during the heuristic evaluation process is to identify and prevent errors in user interface design. They achieve this by applying the principles of error prevention, such as providing clear instructions and warnings, minimizing the cognitive load on users, and reducing the chances of making errors in the first place. For example, they may suggest adding confirmation dialogs for critical actions, ensuring that error messages are clear and concise, and making the navigation intuitive and straightforward.

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Usability experts also use user testing to inform their heuristic evaluation. User testing involves gathering data from users interacting with the product or service and observing their behavior and feedback. This data helps to validate the design decisions made during the heuristic evaluation and identify additional usability issues that may have been missed. For example, usability experts may conduct A/B testing to compare the effectiveness of different design variations, gather feedback from user surveys, and conduct user interviews to gain insights into users' needs and preferences.

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Conducting user testing with users that represent, as closely as possible, actual end users, ensures that the product is optimized for its target audience. Check out our tool Reframer, which helps usability experts collaborate and record research observations in one central database.

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Minimalist Design and User Control in Heuristic Evaluation

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Minimalist design and user control are two key principles that usability experts focus on during the heuristic evaluation process. A minimalist design is one that is clean, simple, and focuses on the essentials, while user control refers to the extent to which users can control their interactions with the product or service.

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Minimalist design is important because it allows users to focus on the content and tasks at hand without being distracted by unnecessary elements or clutter. Usability experts evaluate the level of minimalist design in a user interface by assessing the visual hierarchy, the use of white space, the clarity of the content, and the consistency of the design elements. Information architecture (the system and structure you use to organize and label content) has a massive impact here, along with the content itself being concise and meaningful.

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Incorporating minimalist design principles into heuristic evaluation can improve the overall user experience by simplifying the design, reducing cognitive load, and making it easier for users to find what they need. Usability experts may incorporate minimalist design by simplifying the navigation and site structure, reducing the number of design elements, and removing any unnecessary content (check out our tool Treejack to conduct site structure, navigation, and categorization research). Consistent color schemes and typography can also help to create a cohesive and unified design.

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User control is also critical in a user interface design because it gives users the power to decide how they interact with the product or service. Usability experts evaluate the level of user control by looking at the design of the navigation, the placement of buttons and prompts, the feedback given to users, and the ability to undo actions. Again, usability testing plays an important role in heuristic evaluation by allowing researchers to see how users respond to the level of control provided, and gather feedback on any potential hiccups or roadblocks.

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Usability Testing and Heuristic Evaluation

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Usability testing and heuristic evaluation are both important components of the user-centered design process, and they complement each other in different ways.

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Usability testing involves gathering feedback from users as they interact with a digital product. This feedback can provide valuable insights into how users perceive and use the user interface design, identify any usability issues, and help validate design decisions. Usability testing can be conducted in different forms, such as moderated or unmoderated, remote or in-person, and task-based or exploratory. Check out our usability testing 101 article to learn more.

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On the other hand, heuristic evaluation is a method in which usability experts evaluate a product against a set of usability principles. While heuristic evaluation is a useful method to quickly identify usability issues and areas for improvement, it does not involve direct feedback from users.

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Usability testing can be used to validate heuristic evaluation findings by providing evidence of how users interact with the product or service. For example, if a usability expert identifies a potential usability issue related to the navigation of a website during heuristic evaluation, usability testing can be used to see if users actually have difficulty finding what they need on the website. In this way, usability testing provides a reality check to the heuristic evaluation and helps ensure that the findings are grounded in actual user behavior.

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Usability testing and heuristic evaluation work together in the design process by informing and validating each other. For example, a designer may conduct heuristic evaluation to identify potential usability issues and then use the insights gained to design a new iteration of the product or service. The designer can then use usability testing to validate that the new design has successfully addressed the identified usability issues and improved the user experience. This iterative process of designing, testing, and refining based on feedback from both heuristic evaluation and usability testing leads to a user-centered design that is more likely to meet user needs and expectations.

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Conclusion

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Heuristic evaluation is a powerful usability research technique that usability experts use to evaluate digital product interfaces based on a set of established principles of user experience design. After all these years, the ten principles of heuristic evaluation still cover the key areas of design that impact user experience, making it easier to identify usability issues early in the design process, leading to faster and more efficient design iterations. Usability experts play a critical role in the heuristic evaluation process by identifying design flaws and areas for improvement, using user testing to validate design decisions, and ensuring that the product is optimized for its intended users.

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Minimalist design and user control are two key principles that usability experts focus on during the heuristic evaluation process. A minimalist design is clean, simple, and focuses on the essentials, while user control gives users the freedom and control to undo/redo actions and exit out of situations if needed. By following these principles, usability experts can create an exceptional design that enhances visibility, reduces cognitive load, and provides a positive user experience. 

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Ultimately, heuristic evaluation is a cost-effective way to identify usability issues at any point in the design process, leading to faster and more efficient design iterations, and improving user satisfaction and retention. How many of the ten heuristic design principles does your digital product satisfy? 

User research is vital to the product development process as it helps product teams understand their users' needs, behaviors, preferences, and pain points. By gathering insights from various research methods, such as user interviews, surveys, usability testing, and analytics data, product teams can make informed decisions based on evidence, rather than assumptions or personal opinions.

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A UX research repository is a centralized database that stores all user research conducted by a product team, making it easily accessible and shareable across the entire team. There are many benefits to having a UX research repository, such as saving time and resources, enabling data-driven decision-making, and keeping everyone on the product team informed about user needs and preferences.

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Specialized tools, like the Treejack tool, can make UX research easier, quicker, and more collaborative. In this article, we’ll discuss a bunch of tools and how they can (and should!) contribute to a centralized UX research repository.

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Why a UX Research Repository is Necessary for Product Teams

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A centralized UX research repository is a valuable asset for product teams to store and access research data related to user experience. It enables product managers and development teams to better understand their user's behavior, preferences, and expectations, which in turn enables them to make informed design and development decisions.

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One of the key benefits of UX research repositories, like the Reframer tool, is that it saves time and resources. By storing user research data in one central location, teams can easily access and reuse existing research data. This saves them from having to conduct the same research repeatedly, which can be a waste of precious time and resources. Additionally, a centralized UX research repository can help teams to identify gaps in their research and prioritize areas for future research.

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Another advantage of a UX research repository is that it facilitates collaboration across the entire team. With a central repository, research findings can be shared and discussed, enabling cross-functional collaboration. This promotes transparency and helps to ensure that everyone is working towards the same goals. It also helps to avoid duplication of effort, as team members can easily see what others have done, and what is still required.

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Additionally, a UX research repository helps to ensure consistency in research practices. By defining research methodology, protocols, and use of prescribed specialized tools, product teams can collect data systematically and compare findings across different studies. This helps to ensure that the insights gained from user research are reliable and accurate, which in turn can be used to guide design decisions.

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The Benefits of a UX Research Repository for Product Managers

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A UX research repository helps product managers in several ways, including supporting informed product decisions, enhancing the user experience, and providing stakeholders with evidence-based research.

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One of the significant advantages of a UX research repository is that it provides product managers with a wealth of data to make informed product decisions. Through usability testing, user interviews, and first-click testing (check out the Chalkmark tool), product managers can gain insights into how users interact with their products, what they like and dislike, and how they use them. By storing all this data in a central repository, product managers can quickly access all research data, not just their own, to inform their decisions about product development and design.

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Another advantage of a UX research repository is that it helps to enhance user experience. Using video clips and other multimedia, product managers can share research findings with their team members and stakeholders, making it easier to understand user needs and preferences. This helps ensure that the product design is aligned with user needs, resulting in a better user experience.

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Finally, a UX research repository provides stakeholders with evidence-based research to support product decisions. By presenting research findings to stakeholders, product managers can confidently stand behind future recommendations and iterations. This evidence-based approach helps to demonstrate that decisions are grounded in data and not just intuition or opinion.

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The Role of Specialized Tools in UX Research

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Specialized tools are essential for conducting high-quality UX research as they provide User Researchers with powerful data collection, analysis, and visualization features. These tools are particularly useful for conducting usability testing, user interviews, and surveys, as they help researchers to gather reliable and accurate data from users. Integrating these specialized tools into a UX research repository can help product teams to streamline their research process and facilitate collaboration within the team.

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One such specialized tool is Treejack, which helps researchers to test the information architecture of a product or website. By using Treejack, researchers can review how users interact with navigation, site structure, and content, to ensure users can quickly and easily find the information they need. The results can then be stored in a UX research repository, allowing the team to access and analyze the data at any time.

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Chalkmark is another tool that can enhance the quality of research by providing heatmaps and click-density grids of user interactions. These interactions can be tested on mockups and wireframes. Chalkmark helps researchers to identify where users are clicking and which areas are receiving the most attention, providing valuable insights for product design. By integrating Chalkmark into a UX research repository, product teams can store and access the data, making it easier to share insights and collaborate on product development.

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Another useful tool is Reframer, which helps researchers to capture insights from user interviews and user testing sessions. Reframer enables researchers to record and transcribe interviews, tag key insights, and share findings with the team - acting as a functional research repository.

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The Role of User Interviews and Usability Testing in UX Research

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User interviews and usability testing are used in UX research to gather insights into user behavior, needs, and preferences. User interviews involve a one-on-one conversation between a User Researcher and a participant, where the researcher asks open-ended questions to understand the user's perspective. Usability testing, on the other hand, involves observing users as they interact with a product to identify usability issues.

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Specialized tools play a crucial role in conducting user interviews and usability testing efficiently and effectively. These tools can help with data collection, organization, and analysis, making the research process more streamlined and insightful.

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OptimalSort is a specialized tool that aids in conducting card sorting activities for usability testing. Card sorting involves asking users to organize concepts or items into categories to understand how they think about and categorize information. The OptimalSort tool enables researchers to conduct card sorting activities remotely and collect data on how participants group and label items. The tool also generates data visualizations and reports that can be added to the UX research repository for further analysis.

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Optimal Workshop’s Reframer tool, mentioned earlier, has been designed specifically to enable researchers to capture and organize interview data in real-time. Researchers can tag and categorize interview data, making it easier to analyze and identify patterns across participants. It then stores this information in a centralized location for all research insights.  Reframer also generates reports and data visualizations, making data efficient to share and analyze across teams.

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Conclusion

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A UX research repository empowers entire teams to make informed product decisions, enhance user experiences, and provide stakeholders with evidence-based research. They can also support awareness and participation in UX among senior leaders, encouraging further research. 

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Teams are increasingly using specialized tools like Treejack, Chalkmark, OptimalSort, and Reframer to conduct high-quality UX research as they provide powerful data collection, analysis, and visualization features. By using these tools together, product teams can streamline their research process and facilitate improved collaboration within the team. 

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Are you interested in the benefits of a UX research repository? Check out how Optimal Workshop’s specialized research tools can add value to not only the quality of your data, but how your team collects, analyzes, and shares the results!

In many ways, Information architecture (IA) is the backbone of a digital product or service. It is a conceptual structure for information, designed in a way that allows users to navigate and interact with it in a meaningful way. This is done by organizing, structuring, and labeling content that is intuitive for users. IA considers user needs and goals, as well as the relationships between different types of content, in order to create a user-centric design.

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An effective IA design approach leads to better user experiences as it ensures that information is presented in a logical and intuitive way. Essentially, good IA attempts to reduce the chance of a clunky, frustrating user experience by organizing information in a way that makes sense for the target user. 

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In this article, we’ll discuss the history of information architecture and how user research impacts its effectiveness. We’ll also discuss the roles of conceptual and structural design in user experience. And along the way, we’ll introduce Optimal Workshop’s IA tools, and how they can help you design exceptional IA.

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The Beginning of Information Architecture

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The world is full of information and humans have always had a knack for structuring and organizing it. Take libraries, for example. In ancient Egypt, workers in the Library of Alexandria created a catalog of 120 scrolls to order and describe the inventory. They needed to - estimates of the number of scrolls the library contained range between 40,000 and 400,000! Fast-forward to 1873, and Melvil Dewey came up with the Dewey Decimal System to further categorize and universalize much larger collections of books. Why come up with these solutions? To efficiently comb through, and navigate, masses of information.

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As computer technology started to rise more prominently in the 1950s and 1960s, we started organizing computer programs and system designs in a way that made them easier to navigate too. In fact, IBM first mentioned the term architecture in a computational context in 1959 [ref]. When the wonderful ‘worldwide web’ was born in the 1990s, digital information began to be displayed and interacted with on a much larger scale. And, like our librarians, the world decided that online order was desperately needed. This is where the foundations of information architecture as we know it today really started to take shape.

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In 1998, Peter Morville and Louis Rosenfeld wrote the book ‘Information Architecture for the World Wide Web’, which became Amazon’s best internet book that year. The authors integrated the ‘librarian’ approach to IA, where the main goal is to design a system where information is labeled for easy navigation and search. This focus on user-centric, logical design has become the backbone of user experience (UX) design today, and why Optimal Workshop’s Treejack tool, among other, exist for researching and designing great IA.

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Organizational Structures

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Information architecture is like the blueprint of your digital product - it’s a conceptual structure of how content is organized and arranged to create seamless interactions. But, no matter how much experience you have, or how much you trust your instincts, you will never truly get inside your end users' minds without performing user research. They will be the ones to tell you what information is relevant to them, how to structure it, and even how to label and categorize it.

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There are some best practices for organizing information. Start by ordering your content from most critical to least. Think like a web page. What will immediately engage a user, and what subsequent content will keep them engaged? This exercise helps to prioritize and order content. Next, think about how your information should be grouped or categorized. Content that is grouped intuitively helps users consume and navigate information on your website or digital product. Another useful exercise is to consider how different users might access your content. Mapping user journeys (often with entirely different users in mind), challenges how you design your organizational structures in a way that meets multiple users' needs.

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But, while those principles can get you started, user research is where designing modern, user-centric products really begins. In terms of information architecture and organizing content, card sorting is one of the most effective ways of designing conceptual structures. Card sorting, executed by Optimal Workshop’s OptimalSort tool, for example, involves asking people to arrange things like labels, articles, and products in a way that makes sense to them. People are different, and the benefit of this technique is that you can identify how information is most commonly organized. It also highlights potential ambiguity that you may need to address early on in the design of your IA.

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Conceptual and Structural Design

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The roles of conceptual and structural design in user experience are crucial in the development of effective information architecture and user experience (UX) design. Conceptual design involves the creation of a high-level, abstract representation of the overall structure of the information architecture, which helps designers to understand the content, functionality, and overall user experience. Generally, there are limited or no restrictions as to what shape the design can take. Structural design, on the other hand, involves the development of the actual information architecture, including the organization of content, navigation systems, and interaction design.

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Effective conceptual and structural design can significantly improve user experience by creating a clear and consistent design language. This allows your target users to easily understand and navigate through content, leading to better engagement and satisfaction. Essentially, well-structured IA can increase the accessibility of content, making it easier for users to find the information they are looking for, regardless of their level of experience with the website or digital product.

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Tools such as Optimal Workshop's Chalkmark tool can help designers to test and validate their conceptual and structural design decisions by enabling them to create and analyze user interactions with information architecture. This helps designers identify areas of the structure that are confusing or difficult to navigate, which can then be streamlined to create a more intuitive user experience.

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The Evolution of Information Architecture

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As we discussed earlier, modern information architecture is no longer limited to physical implementation, like libraries, but instead extends to digital platforms and software applications. With the rise of the internet and mobile devices, IA has become a critical aspect of UX design. The focus has shifted from organizing information in a static, hierarchical manner to creating dynamic and interactive information environments that adapt to the needs of individual users.

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One of the key changes in IA has been the shift towards a more user-centered design approach. This involves creating IA that is tailored to the needs and preferences of specific user groups, such as individuals with disabilities or users with different levels of technical expertise. This approach requires a deep understanding of user needs and behaviors, which is achieved through research and user testing. This research is increasingly done remotely and online using a suite of tools, like those provided by Optimal Workshop.

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Optimal Workshop's Reframer tool, for example, allows designers to collaborate and capture user insights and translate them into design solutions. This tool helps designers to identify patterns in user behavior and preferences, enabling them to create IA that is intuitive and easy to use.

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As technology continues to evolve, IA is likely to become even more integral to UX design. With the emergence of new technologies such as artificial intelligence, virtual and augmented reality, designers will need to create IA that is capable of adapting to these new interfaces and provide solid structures that lead to seamless user experiences.

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Conclusion

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Information architecture is an essential aspect of user experience design that involves organizing, structuring, and labeling digital content in a way that makes it easy for users to find and understand. Great IA leads to better user experiences by presenting information in intuitive and logical designs. This is why information architecture is crucial for website design.

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The history of IA as we know it today dates back to the 1950s and evolved with the rise of the internet. Now, we think of modern IA design as being user-centric, which involves in-depth research to understand users' needs and goals. Optimal Workshop's IA tools, such as Treejack, OptimalSort, and Chalkmark, can help designers create exceptional IA by testing and validating conceptual and structural designs. 

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Well-structured information architecture can significantly improve the accessibility of content, which leads to better engagement and user satisfaction. This will become increasingly important as users interact with technology through new mediums, like virtual and augmented reality. So, remember to set solid foundations by investing in IA design when you start your next project!