Online Product Design Education: Learning Who the User Is

Emily Rothschild says, “When you start out in product design and product development, it’s really important to understand who your audience is and who your user is.” Where is this design, this project that you’re working on going to resonate most? You will need to think about where it’s going to land, where it’s going to live, who’s going to understand it, and most importantly, who’s going to use it.

Do a thorough analysis into the types of users that you’re working with. That can be creating personas. It has to involve talking to people, it has to involve putting ideas forward to get feedback and responses, it will involve testing when you come down a little bit farther down the road with the initial ideas. You’ll begin to build prototypes, even quick and dirty, sketch models. This means putting together something to express an idea that somebody can take and hold and react to. Through that process, you will better understand whether your ideas and your hunches are beginning to land and work and resonate with the people who need this or want this new design.

“Industrial designers think of the audience as actually the user,” says Tucker Viemesiter. “But the real audience for a product includes the guy who has to make it in the factory, the person who sells it to the customer, or the customer who buys it.” The customer who buys it is not necessarily the same person who uses it. For example, your mother buys a toy, but your mother is not going to use it, the baby’s going to use it. Each one of those people in the audience has something else that they’re trying to get out of this thing. You have to address all those people, and everybody has a different need. When you answer all of those things, hopefully, you have a really successful product.

Scott Henderson explains, “Back when the baby brand skip hop, was, again, just a husband and wife team, I came on as one of their first consultants. At the time they were making soft goods, diaper bags, and things like that, and leaving the industry in that area. They wanted to go ahead and make some hardgoods products, not so much designed for the baby. Because it’s really hard to design for someone from a third person point of view. And since babies are so young, it’s almost a useless exercise to try to get into their head as to what they really need. It really is about the parent.”

Henderson continues to say, “We created a strategy where we were going to create five or six hardgoods products: one in the area feeding, one in the area of in and around the sink, cleaning of bottles and things, one in the area of nursery, diaper management, and a couple of nursery products. We broke it up like,” a person’s house has a nursery, they have a kitchen, they have the refrigerator.” Once we establish these zones — kitchen, bathroom, kid’s room, nursery room — I set out to create a bunch of products that would work in these spaces.”

Our product design education course helps you design products with the user in mind.

Online Product Design Education: Requirements for Success

How do you come up with the requirements for a product development project? Well, we can start with this user journey and say, “OK, how does this person use it, and what are their needs?” What are the needs of a person in this scenario, and what are the minimum requirements? What are the maximum bounds of what we want to create? At the very least, when it comes to this mute button scenario, we need it to be able to turn sound on and off essentially. That’s one way of looking at it. But, really what we want it to do is not communicate anything that shouldn’t be communicated and share what should be shared. So, what should and shouldn’t be shared across audio?

For example, you want to hear your grandma telling you a story about what it was like when she was growing up, but you don’t want to hear the toilet flushing. How do you distinguish, and how do you design a system that’s going to do that?

We’re looking at minimum performance in product design. Success would be that. Let’s say you want it to be easy to use. What does “easy to use” mean? Does “easy to use” mean it reads my thoughts? Does it mean it’s easy to push on and push off? Does it mean the button is big enough so that my visually impaired friend can use it? What does that mean for it to be “easy to use?”

On the other end, it also needs to be “not too complicated,” and that’s sort of combined with “easy to use.” This is the same way that you might develop financial metrics for success. Let’s say you want to hit a sales target of $6 million. That’s a very straightforward number. But, often metrics have more nuance to them. And similarly, you might have metrics for sales in terms of not just sales targets, but amounts like percentage yield or percentage of success, like how many attempts were successful, that kind of thing.

Likewise for a product design project, you want to think about not just making it work, but what are the nuances underneath making it work? Making it work better might be your overall department. But then within that, make it easy to use, not too complicated, and facilitate communication. Those might be a set of very simple requirements for a design project.

These requirements are what you go back to time and time again when you are testing your concepts and your prototypes. You’ll say, “OK, is this successful? How do I tell if this is successful? Does it meet my requirements? Is it within my requirements? Yes or no?”

The minimal requirements of success are some topics covered in our product design education courses.

Online UX Design Education and Design Research

At larger companies, it’s harder to push the boundaries of UX design and UI design. It takes a lot more justification to create something new because so much has already been invented.

A big way to do that is to really just make sure to audit all of the UX and UI design patterns within the company to see if there is something that you can reuse. If there isn’t, you can look at a variety of other companies that are doing something similar. Look across different industries and find best practices and introduce them in a way that shows that you’ve already looked at these other existing patterns, and they just don’t fit.

For example, I worked on an e-commerce project in augmented reality, and there just wasn’t enough existing patterns of behavior in a large retail company like Williams-Sonoma. Then I started looking across at Pokémon to see what was out there: in the app store, in the market, etc. That really helped to inform some of these new decisions and new technologies that we are creating.

So, really just expanding your horizons, oftentimes, and introducing that to the company in a way that is about collaboration and bringing on new technologies—I think that’s a big part of it.

Online UX Design Education and the Visual Design World

There’s visual design in the corporate world, so you’re probably entering a space where there is branding and a design system has already been created. So your job would be to understand that system, whether it’s UI or UX design, and make sure you’re aligned with it. This might be a little bit different from creating a visual design system from scratch.

If you were thinking about creating a visual design system from scratch, then you still would want to consider the brand and how it wants to be perceived. For example, if you know there are three adjectives that the brand wants to express, you might choose different colors. You might choose different typography. You might lay out your page in a different way if your company wanted to be playful.

If your company wanted to be more professional, then you might also pick a different grid structure. You might pick typography that leans a little bit more toward sans serif. All those visual choices are going to express your company’s brand in a certain way.

But then, there are also visual design choices that should follow more universal principles. This is more of a personal taste, but I do always want to make sure that when I see a well-designed page, I know what the primary actions on that page are. And it should be the most highly contrasted item on that page because all my attention will be drawn to this particular button, for example.

There are some basics to UX or UI design that you should adhere to and some personal principles that you’ll develop over time, but that’s how I would explain it.

Managing Relationships: CRMs

CRM stands for ‘Customer Relationship Management’. These software systems allow you to manage and grow the relationships that you have with your customers.
But how do you effectively use CRM? And how do you understand what type of CRM is correct for your business? There are many CRM platforms available. Many can do the same basic things, but some offer unique features.
Before selecting which platform to use, you must decide what it is you want to know in your business and know the size of your business. You need to understand what you want to get out of your customer database. Is it to understand how your customer’s behaviors converts to a purchase? Or is it that you just want to be able to regularly reach out and create client retention?
At the bare minimum, a CRM program should automatically be able to categorize your customer base, securely store their information, and give you reporting on their behaviors, whether it’s by spin decile or regional decile. Depending on the CRM program, you can go deeper and wider from there.
Ecommerce industry companies have started to use gaming industry CRM platforms. The reason for this is because in the gaming industry, the CRM platforms look at the behavior that a customer is doing on a website. This website interaction behavior can be useful information for ecommerce to convert more sales.
We are moving into a space where customers want to feel like they are in control. This is the concept of CMR, or ‘Customer Managed Relationship’. Businesses are now asking how they can give tools to the customers so that the customers feel like they are choosing how they engage with the brand, rather than forcing them into the way the brand wants them to engage. This can be hard, especially for luxury companies that are used to managing the whole customer experience.

Managing Relationships: Managing Your Customers

An aspirational customer is a customer who doesn’t know you yet. They are interacting with you for the first time. You can call them an aspirational customer or a seeker.
Then there is the intermediate customer. They shop with you sporadically, maybe a few times a year, but you want to grow them into being a loyal customer.
Finally, there is the loyal customer who is a frequent visitor to your site.
You can get this kind of information on your customers from your CRM platforms. Much of the software available today helps you segment your customers so that you can make the right choices.
When you think about customer segmentation, understanding the countries in which you are doing business is vital. For instance, your site should allow customers to switch to the language of their choice. So, if you do business in France, it should automatically ask a French customer whether they want to see the site in English or French.
These are some considerations you have to make when doing the segmentation of your customer base.
You’ve got to understand how the different cohorts of consumers use your product and what functionality they need. Then you can address the various consumer groups with a clear-cut message and targeted merchandise.
In the e-commerce world, now we have more and more data that can help you understand the diverse customer needs and wants. You can use tools like email or CRM, segmentation, and data analysis to personalize and fine-tune your message at a more granular level.
That’s how you can use the power of e-commerce to personalize your message.

Mastering the Skills of Design & Market Research to Be Successful

When you’re creating a product, it’s important to think about what information you want to continue building, or even start out with.

“So when you’re first starting out, I really like to get a market context and read up about the space as much as possible to understand trends, who the big players are, how big the market is, how much money is being made in that market,” says Agnes Pyrchla. “And that’s when I’m really defining the scope of the product”

Even if a product manager, strategist, or someone with a business perspective is likely to be in charge of that type of analysis, if a designer is interested in it as well, it’s always beneficial to add new perspectives to the UI and think about the problem more holistically which is important in UI design.

“When I think about design research versus market research, I think they have a lot of similarities in that you’re talking to end-users or potential customers,” says Daniel Holtzman. “But they have a lot of differences that are really important as well. Market research is really aimed again at and understanding people’s preferences, at describing the behaviors that they might have”

It’s all about developing people’s profiles. When we think about design research, I believe it is important to understand their motivations. It’s all about understanding the differences between what they say and what they do. And it’s all about instilling empathy in users. The way we do these things is also usually quite different. Focus groups are frequently used in market research. So there are a lot of people in a controlled environment with a moderator talking to them about a specific product, idea, or campaign and gauging their reactions. Surveys and other types of inputs are other common tools used in market research to ensure superb UX design. These skills can be attained through Online UX Design Education

These are large samples, involving a large number of people and attempting to elicit very specific data points from them. But, when I think of design research, I think of a smaller sample size than, say, market research, and it’s really focused on figuring out what the motivators behind behaviors are. Market research, on the other hand, is frequently focused on describing behaviors or understanding preferences to determine needs from a UX perspective. But what we try to do is meet people where they are.

“Human-centered design is, as the name suggests, it puts the humans at the center of whatever we design, whatever solutions that we’re creating,” says Rinat Sherzer. “And so when we look at a business, a lot of times decisions are being made driven by business opportunity, by the bottom line, by revenues and profits. And when we create a product, we first of all look at the humans, and what are their needs, and how we’re going to create an experience that is really transformative for them”

Then there’s the belief that once we crack that, the profits and revenues will follow. But first and foremost, we need to solve a real problem and get to the heart of what we’re trying to solve.

How to Plan Your Product Timeline for the Marketplace

How do we manage a project for InDesign? Let’s look at making dinner in a product design and product development context.

When you’re managing dinner, you know you want to get the food on the table by a specific time, and you know everything that’s going into the meal, from the starter to the entree to the dessert.

You want everything to be done by 6 o’clock, you’ve got that deadline, and you’ve got multiple things in play. You’re often doing things simultaneously or in parallel. You’re not making the appetizer, then the main entree, then the dessert. You’re making several parts of the meal at the same time.

You have a set deadline because people are hungry and don’t want to wait. You don’t want to have a starving kid, trust me!

You understand that you need to start by a certain time and run these processes in parallel, depending on where your resources are. Do you have a microwave? Do you have a stovetop? A toaster oven? An oven? How many different processes can you run at the same time to get dinner on the table at a certain hour?

Running a product design process is kind of similar in terms of having a launch date and an optimal deadline. Unlike the deadline hour for dinner, the launch date for a product is often determined by the time of year.

If you’re launching, let’s say, a new toy you expect to be a big seller, then you want that toy out in time to get to the retail trade buyers that are going to launch it. You’ll do everything you can to get that toy into their stores for Christmas.

Something product design education tries to do is to get you to think through all the decisions and planning that happen in a case like that. You think through the process, and you know that you need to have this toy finished and ready for the buyers to look at by a certain date.

It has to be ready by the time the trade show is happening (if we still have trade shows after COVID).

Here’s where good product design education is so important. You have to learn to work backward from your deadline to consider production timelines. You need to be able to produce the prototypes and the finished product in factories around the world. You have to think about how you’re going to get those processes going.

This includes not just finishing the design, but also finishing all the tooling and manufacturing. It also includes anticipating all the problems that might come up in going from a prototype to something that’s ready for manufacture.

When your product is ready to go to a retailer, will the retailer want a special version of that new toy? Sometimes retailers want an exclusive version for their stores, and you have to bake extra time into the process for that.

Your online product design education needs to help you figure out how to do all the anticipating and planning and still be able to get your product ready by Christmas to take advantage of the holiday shopping season.

To go back to the example of making dinner, you’d want to get your bread in the oven first. Then you’d cook the fish before you worried about the dessert. You’d do things in a certain order, but the tasks would overlap rather than be one after another.

You have to plan the order of your tasks and how you’ll handle them so that all the food is ready at the same time. This is the same thing you’ll do when you figure out the sequence of processes you need to design and create a product by a deadline.

Maximizing UX in Grayscale

In UI design, many people are relying on colors or are drawn to colors to differentiate things, like illustrating the meaning of two different buttons or distinguishing a link from a regular text. However, if a user is colorblind, they may not perceive the difference. This online UX design education blog will help you build an interface that’s accessible for everyone.

Wireframe First

As a designer who has red and green colorblindness, one thing I like to do is work in as much detail as possible for the final version of wireframes for my app design or web design. I’ve found that’s really, really helpful in my work itself. You can look at a detailed wireframe as if you’re looking at a black-and-white version of your design. Working in as much detail as you can to create a UI with just black, white, and gray allows you to create a visual hierarchy for someone to successfully navigate and use your interface.

Adding Color

Black, white, and gray have a definite contrast of tonality in UX design. Use that tonality to define your color usage as well. When you’re adding colors to your UI, you can base the contrast of the colors in terms of the black and white and gray tonal contrast.

Back to Basics

I think sometimes when we give ourselves a limited amount of tools, we actually create a more accessible UX design. This is another reason why I say start in black, white, and gray. Try to reduce your tool kit first, and then design a successful UI. Then on top of that, you can add colors to make your UI design a little bit more exciting.

How to Pursue User Research Ethically

In regards to ethical issues, the most important thing is to be very, very sensitive. When we go out and interview people, we want to really understand the world. Because human beings are very complex creatures, our world sometimes is very vulnerable.

What I would always recommend when you interview someone is to be hypersensitive to where they are and look at their body language either when they’re closing up, when they’re opening up, when they’re looking away, when they’re looking straight at you, when their eyes open up with excitement, etc. If we see them closing up, it means that we’re touching something that is sensitive there.

This is really where our ethics come into the picture. Do we want to probe them more and push them towards more answers, or is this enough information for us and do we want to back up? The idea is to really respect whoever you’re interviewing and observe what they’re not saying, and be sensitive about when you’re going to explore further.

In your online UX design education, it’s important to keep the method of your research at the forefront of your mind. Your UX and UI decisions are based on these interviews, and it’s important that the UX design and UI design data you gather are collected in ethical ways.