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UX Design

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1 min read

How to create an effective customer journey map

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

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

What is customer journey mapping? 🤔

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

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

Why you need a customer journey map 💥

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

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

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

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

How to create a customer journey map 🛤️

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

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

Customer journey mapping examples 🗺️

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

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

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

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

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

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

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

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

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

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

Wrap Up 🌯

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

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1 min read

Information architecture is much more than navigation

Information architecture is so much more than finding your way around a website or app. IA should be considered the foundation of a great user experience. The planning and consideration that goes into how information is organized labeled, and named. Once this foundation is laid, the user interface is what sits above and allows users to access the information. Navigation is one way that designers can point users in the right direction. But without correct labeling and naming (or even searching) navigation can only get us part of the way.

Let’s go into detail about what information architecture and the role navigation really plays. 

What is information architecture for a website?

Probably the easiest example of navigation is on a website. We are familiar with websites and how navigation can make or break a user experience. A website's information architecture (IA) can be considered to be made of two main components:

  • Identification and the definition of the site content and functionality.
  • Underlying organization, labeling, and structure that will define the relationship between the site's content and functionality.

When a user lands on your website they won’t see the information architecture, rather, they will be interacting with the user interface (UI). While the IA itself is not visible while using the user interface it most certainly impacts the user's experience (UX). 

The IA should be planned and the content structure visualized through diagrams, spreadsheets, and with wireframes, prototypes, or comprehensive layouts. Designing with the IA in mind web designers can create a better user experience. The user will not see the structure of the website but they will quickly discover the way the content has been divided up and then connected visually. And how well the information architecture matches these expectations will influence their UX.

When this interaction is not a great experience, users may leave feeling that your website content or functionality is not what they needed. They may end up feeling disappointed with the experience due to poor organization, naming, or structure.

What’s the difference between IA and navigation?

Ensuring that the information architecture is thought through, considered from the end users’ perspective, tested, and planned is essential to building a great website from the ground up. Great navigation is what cues users to move on to the next step in their journey and ultimately will determine their experience.

Navigation is but one part of the story and tools to help users find their way through a website, app, or other product. 

Information architecture can be broken down into three main areas to consider when building a great user experience:

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

When put like this it does seem pretty straightforward. Information architecture isn’t just how your information is navigated (on a website or app) but how it is labeled, the taxonomy, and the searchability help users find what they need from the information architecture.

How do the IA and navigation work together best?

An information architecture that has been planned, considered, researched, and structured with understanding and the intention of the needs of users and the owners will be robust and at its very best intuitive.

With an information architecture that has been organized well the navigation doesn’t need to work as hard. With correct labeling and organization of the content, navigation acts as a visual guide on your product to help users find their way to what they want. Imagine well-named road signs that are expected and easily seen. It makes finding what (where) you want much easier, even on a dark night.

Coupled with robust IA navigation will provide intuitive pathways for users to complete tasks. For instance, if you want your users to find where your contact information is, making certain that there is a navigation tab at the top of your website labeled ‘contact us’ which then has what might be expected (address, phone number, map, and even an email contact form) will make sense for users and the owners of the website.

Wrap Up

Whilst navigation is a key component to users finding their way through your content information architecture is so much more than navigation. IA is the foundation of a great product, naming, labeling, organizing, and planning your information in a logical and expected way. Navigation is the sign that directs people to the content they want. And from there to the task or product they are looking for. If there is navigation without thought through information architecture, they may look in the wrong place, becoming lost and abandoning their task altogether.

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1 min read

Why information architecture is the foundation of UX

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

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.’ 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).

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.

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:

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

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.  

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

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. 

  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. 

Wrap Up 🌯

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.

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1 min read

Designing information architecture for mobile apps

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.

Example: Hierarchy
Example: Hub and spoke

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.

Example: Nested doll
Example: Tabbed view

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.

Example: Filtered view

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.

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1 min read

Why is information architecture important to UX design?

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 and apps to an intranet. 

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. 

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.

The role of information architecture in UX design 🏗️

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.

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.

What is the difference between IA and UX? 🤯

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.

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

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

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.

The key components of IA 🧱

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

Labeling

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.

Navigation

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.

Search

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.

Organization

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.

Wrap up 🥙

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!

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.

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1 min read

Usability Testing: what, how and why?

Knowing and understanding why and how your users use your product can be invaluable for getting to the nitty gritty of usability. Where they get stuck and where they fly through. Delving deep with probing questions into motivation or skimming over looking for issues can equally be informative.

Usability testing can be done in several ways, each way has its benefits. Put super simply, usability testing literally is testing how useable your product is for your users. If your product isn't useable users will not stick around or very often complete their task, let alone come back for more.

What is usability testing? 🔦

Usability testing is a research method used to evaluate how easy something is to use by testing it with representative users.

These tests typically involve observing a participant as they work through a series of tasks involving the product being tested. Having conducted several usability tests, you can analyze your observations to identify the most common issues.

We go into the three main methods of usability testing:

  1. Moderated and unmoderated
  2. Remote or in person
  3. Explorative, assessment or comparative

1. Moderated or unmoderated usability testing 👉👩🏻💻

Moderated usability testing is done in-person or remotely by a researcher who introduces the test to participants, answers their queries, and asks follow-up questions. Often these tests are done in real time with participants and can involve other research stakeholders. Moderated testing usually produces more in-depth results thanks to the direct interaction between researchers and test participants. However, this can be expensive to organize and run.

Top tip: Use moderated testing to investigate the reasoning behind user behavior.

Unmoderated usability testing is done without direct supervision; likely participants are in their own homes and/or using their own devices to browse the website that is being tested. And often at their own pace.  The cost of unmoderated testing is lower, though participant answers can remain superficial and making follow-up questions can be difficult.

Top tip: Use unmoderated testing to test a very specific question or observe and measure behavior patterns.

2. Research or in-person usability testing 🕵

Remote usability testing is done over the internet or by phone. Allowing the participants to have the time and space to work in their own environment and at their own pace. This however doesn’t give the researcher much in the way of contextual data because you’re unable to ask questions around intention or probe deeper if the participant makes a particular decision. Remote testing doesn’t go as deep into a participant’s reasoning, but it allows you to test large numbers of people in different geographical areas using fewer resources.

Top tip: Use remote testing when a large group of participants are needed and the questions asked can be direct and unambiguous.

In-person usability testing, as the name suggests, is done in the presence of a researcher. In-person testing does provide contextual data as researchers can observe and analyze body language and facial expressions. You’re also often able to converse with participants and find out more about why they do something. However, in-person testing can be expensive and time-consuming: you have to find a suitable space, block out a specific date, and recruit (and often pay) participants.

Top tip: In-person testing gives researchers more time and insight into motivation for decisions.

3. Explorative, Assessment or comparative testing 🔍

These three usability testing methods generate different types of information:

Explorative testing is open-ended. Participants are asked to brainstorm, give opinions, and express emotional impressions about ideas and concepts. The information is typically collected in the early stages of product development and helps researchers pinpoint gaps in the market, identify potential new features, and workshop new ideas.

Assessment research is used to test a user's satisfaction with a product and how well they are able to use it. It's used to evaluate general functionality.

Comparative research methods involve asking users to choose which of two solutions they prefer, and they may be used to compare a product with its competitors.

Top tip: Depending on what research is being done, and how much qualitative or quantitative data is wanted.

Which method is right for you? 🧐

Whether the testing is done in-person, remote, moderated or unmoderated will depend on your purpose, what you want out of the testing, and to some extent your budget. 

Depending on what you are testing, each of the usability testing methods we explored here can offer an answer. If you are at the development stage of a product it can be useful to conduct a usability test on the entire product. Checking the intuitive usability of your website, to ensure users can make the best decisions, quickly. Or adding, changing or upgrading a product can also be the moment to check on a specific question around usability. Planning and understanding your objectives are key to selecting the right usability testing option for your project.

Let's take a look at a couple of examples of usability testing.

1. Lab based, in-person moderated testing - mid-life website

Imagine you have a website that sells sports equipment. Over time your site has become cluttered and disorganized, much like a bricks and mortar store may. You’ve noticed a drop in sales in certain areas. How do you find out what is going wrong or where users are getting lost? Having an in-person, lab (or other controlled environment), moderated usability test with users you can set tasks, watch (and record) what they do.

The researcher can literally be standing or sitting next to the participant throughout, recording contextual information such as how they interacted with the mouse, laptop or even the seat. Watching for cues as to the comfort of the participant and asking questions about why they make decisions can provide richer insights. Maybe they wanted purple yoga pants, but couldn’t find the ‘yoga’ section which was listed under gym rather than a clothing section.

Meaning you can look at how your stock is organised, or even investigate undertaking a card sort. This provides robust and fully rounded feedback on users behaviours, expectations and experiences. Providing data that can directly be turned into actionable directives when redeveloping the website. 

2. Remote, moderated assessment testing - app product development

You are looking at launching an app for parents to access for information and updates for the school. It’s still in development stage and at this point you want to know how easy the app is to use. Setting some very specific set tasks for participants to complete the app can be sent to them and they can be left to complete (or not). Providing feedback and comments around the usability.

The next step may be to use first click testing to see how and where the interface is clicked and where participants may be spending time, or becoming lost. Whilst the feedback and data gathered from this testing can be light, it will be very direct to the questions asked. And will provide data to back up (or possibly not) what assumptions were made.

3. Moderated, In-person, explorative testing - new product development

You’re right at the start of the development process. The idea is new and fresh and the basics are being considered. What better way to get an understanding of what your users’ truly want than an explorative study.

Open-ended questions with participants in a one-on-one environment (or possibly in groups) can provide rich data and insights for the development team. Imagine you have an exciting new promotional app that you are developing for a client. There are similar apps on the market but none as exciting as what your team has dreamt up. By putting it (and possibly the competitors) to participants they can give direct feedback on what they like, love and loathe.

They can also help brainstorm ideas or better ways to make the app work, or improve the interface. All of this done, before there is money sunk in development.

Wrap up 🌯

Key objectives will dictate which usability testing method will deliver the answers to your questions.

Whether it’s in-person, remote, moderated or comparative with a bit of planning you can gather data around your users very real experience of your product. Identify issues, successes and failures. Addressing your user experience with real data, and knowledge can but lead to a more intuitive product.

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