ux methodology examples by type

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Honesty and Transparency in all things

All of my research, work, and outputs are always immediately accessible to all of my stakeholder teams, along with meeting notes and meeting recordings. I have used a WIKI, or other team tools like Confluence to gather and organize these team assets. This transparency is incredibly useful to both keep the team informed, as well as gaining trust equity with the teams. This is also a useful technique to get new team members up and running quickly.

3. Create

  • Information Architecture

  • Style guide

  • Mood board

  • Pattern Library

  • Information Architecture

  • Mockups/Wireframes

  • Stakeholder readout deck

Gap Analysis

Google

Project: Herald

I did a type of gap analysis on the Engineering POC vs the new UX model.

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Research Question

PayPal

Project: cxpSTUDIO

Why do internal users find it difficult to use our Product and Marketing tools to create Customer messages?

Google

Project: Herald

Why do internal users find it difficult to get an accurate and timely view into their budget availability?

IBM

Project: Watson Curator

Why do users have difficulty in finding quality content and curating it?

Problem Statement

PayPal

Project: cxpSTUDIO

WHO

Omni-channel Product and Marketing users

WHAT

need a way to easily; create, monitor, and manage, messages and campaigns, in multiple touchpoints and regions,

WHY

in order to ensure accurate, timely, and effective communication,

WOW

driving user-specific actions, engagement, and conversions, globally, increasing PayPal trust, brand, reputation (and revenue).

Google

Project: Herald

WHO

Google and Alphabet Business and Finance (~70k active users)

WHAT

need an on-demand, customizable, view into their budgets

WHY

in order to make immediate, accurate, and critical business decisions on spend within their organization and division,

WOW

at a glance, removing the chance for over/under-spend which could delay payments and affect brand perception and payee base.

IBM

Project: Watson Curator

WHO

Subject Matter Experts

WHAT

need a way to easily; locate review, and categorize data,

WHY

in order to ensure accurate, relevant, and current information is curated for Professionals,

WOW

so these professionals are provided current and relevant data in order to make critical decisions.

 
 

Solution Hypothesis

PayPal

Project: cxpSTUDIO

Creating a unified suite platform approach will allow for standardization across ease of use, governance, and maintenance.

Google

Project: Herald

Create a customizable budgeting tool that allows immediate insights into all: spend, reserved, and operating expense dimensions.

IBM

Project: Watson Curator

Create a curation tool that allows SMEs to quickly identify relevant and current content for professionals.

 

Value Proposition

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Value Proposition

IBM

Project: Watson Curator

Trusted, relevant, timely, and governed resources at your fingertips.

Google

Project: Herald

Your budget, at a glance.

PayPal

Project: cxpSTUDIO

Deliver the right message, to the right user, at the right time, on the right channel.

Key Performance Indicators

PayPal

Project: cxpSTUDIO

  • Time to create and deploy a message

  • Ability to see message performance data

  • Time to switch between modules in the platform.

Google

Project: Herald

  • Standardize budget repository: Unify budget-related metrics into one tool instead of 1-off spreadsheets

  • More efficient budget analyses: Reduce time on task from hours / days / weeks -----> minutes

  • Faster queries: Reduce latency for complex queries from >10 sec to <1 second

IBM

Project: Watson Curator

  • Time to gain critical mass of a curated collection

  • Reported quality of a collection

 

Accessibility Audit

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Architecture Review

PayPal

Project: cxpSTUDIO (before / after)

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Google

Project: Herald (before / after)

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Design Scrum

Google

Project: Herald

While at Google, We conducted a day-long design scrum with our expanded Stakeholder Team.

The design scrum activities included: user task identification, empathy analysis, pain point identification and categorization, flow definition, task and pain point prioritization, etc.

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User Interviews / Testing

PayPal

Project: cxpSTUDIO

Informal and guerrilla

I led informal user review meetings a few times a week, engaging with users to validate elements, layout, and flows. I usually validated solutions with the user who originally logged the issue, and revalidated them with additional users. This model allowed a much quicker time to delivery and to implementation.

I found users were far more candid on a 1-to-1 session than in a formal test or group, though we did also run formal tests with individuals and groups.

Google

Project: Herald

Informal and highly iterative

 

I enlisted 8 internal users who would commit to weekly 30 minute sessions, for >5 months. This totaled to ~80 testing hours by Engineering handoff.

With these minute meetings, I was able to iteratively test, synthesize, and retest on nearly a daily basis, allowing for extreme velocity of design iteration.

IBM

Project: Watson Curator

PM as testing proxy

In most cases, I needed to gain user data through my Product Managers, based on access issues with Customers. This led to educating my PMs on UX interviewing techniques to gain non-fouled data.

This is my least favorite method, as I have no control over the environment and script deviations, but we do the best we can given how close we can get to our users.

 

User Roles

PayPal

Project: cxpSTUDIO

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Google

Project: Herald

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IBM

Project: Watson Curator

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User Personas / Archetypes

PayPal

Project: cxpSTUDIO

Based on velocity, I did very streamlined personas and evolved to combining with the PRD tasks, to maintain Sprint velocity and continuous development.

Link to clickthrough

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Google

Project: Herald

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IBM

Project: Watson Curator

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User Journey Map

Google

Project: Herald

Herald User Journey 1
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I did an extensive journey map of the as-is environment to fully understand the convoluted process and when  applications were engaged.

 

Task Analysis / Definition

PayPal

Project: cxpSTUDIO

For PayPal, I started with the PRD, and filled in the necessary steps from User Interviews

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Google

Project: Herald

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IBM

Project: Datacap

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User Flows

PayPal

Project: cxpSTUDIO

Examples:

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Google

Project: Herald

Examples:

IBM

Project: Datacap

Examples:

 

Information Architecture

Google

Project: Herald

Examples: