fortune 500 client: rejuvenating research
A changing corporate environment called for research on a rolling basis, but a broad collection of products lacked up-to-date research support.
To clarify and rejuvenate generative and evaluative research process and provide actionable foundations for design and product moving forward.
phase 1: project brief & kick-off meeting
- The designer created a shared working page dedicated to the project at hand.
- The product manager or product owner filled out a project brief, specifying current state and needs to the best of their ability.
- The researcher interviewed the product team with the designer present in order to flesh out the brief.
- The researcher filled out a section on the shared working page describing what product wanted to learn.
- Product uploaded any previous research or documentation that might assist research and design in their process.
- Product-specific weekly or bi-weekly meetings were scheduled in order to support the ongoing development of the product.
Phase 2: Stakeholder Interviews
- Participants: Depending upon the project, various stakeholders were interviewed from product, management, and technical. Typically 3-5 stakeholders were interviewed per product.
- Content: Each interviewee addressed product vision, project goals, user types, pain points, ideal features, precedents, competition, key challenges, and anticipated markers of success.
- Documentation: The researcher transcribed the interview in real time and produced a summary of results to product.
phase 3: personas and user story backlog
- Based on the information gathered during the stakeholder interviews, research created personas that specified age, gender, technical capability, income, profession, goals, motivations, and limitations.
- User story backlogs were created in order to organize user types into categories that housed exemplary statements according to the structure, "User wants to be able to______ so that they can ______.
- Design refers to user story backlog to improve interface methodically according to user needs
- Research refers to personas to guide recruiting.
phase 4:expert review and screenshot markups
- Expert Review: Researcher examines existing product and highlights usability issues in list format with screenshots, citing correlation to heuristics and defining severity on a scale from 1-3 or 1-4.
- Screenshot Markups: Screenshots of the interface are marked up with arrows and text boxes, citing usability issues and possible solutions in context.
- The prioritized usability issues and suggested improvements that result from these deliverables support workshops, guide research efforts, assist designers during iteration, and support product planning.