John Bricker: Working With Clients on a UX Design Brief

One piece of UI design that people really don’t think about or talk about is spending. What is the budget? How are we going to get there? Entering into this, our client has a notion of where they’re going to go. Often, our clients engage us from what we’ll call an “experience blueprint” for a project that has yet to be defined. They have a high-level idea of understanding of what they think they need.

Online UX design education shows we go through a journey with the client. It’s essentially about discovery, vision, narrative, and creating what we’ll call a blueprint for opportunities. Now that can be digital. It could be physical. But it becomes a document, and it becomes the way forward in the UI design.

The Cost

Also in that document, we’re looking at what the cost implications are. Everyone wants digital in the built environment, but they don’t really understand the process and what you need to go through to make it authentic and relatable. So whether it’s a light touch or a heavy touch, we try to give the client a sense of the cost.

Cost doesn’t just include the physical hardware, but also the back end: the UX development process, the software, how the UI system is going to operate, how it self-refreshes, all of those things based on what we think is appropriate for the project and client.

There are a lot of moving parts, but that up-front work saves the client a lot of time and cost, if it’s done appropriately. A good brief is broken down into several buckets, the tactical elements of what’s required, so the client and the team have an understanding of the project’s scale, cost, audience, and intent.

The Vision

Often, briefs focus more on technical needs and detailing all sorts of UX design elements. However, there is part of the brief that’s more of the narrative of what we aspire to for the project. It details what the client’s aspirations are and how our UX design team can build on those aspirations. A client might have a big, global wish for something, but we have to balance that aspiration and the real-life elements together into a brief.

Personally for me, and as a firm, we want to have a narration around the project that gives it a sense of opportunity. It helps the client to see and focus on vision and not get caught up in some of the smaller parts of the process.

Kate Hixon Discusses Product Material Performance Criteria

Choosing the right materials for projects really comes down to understanding the material performance criteria of any given product.

Material Performance Criteria Considerations

What is the context for the product? What is its usage? How long do you need it last? Is it going to be subject to regular cleanings as most things are today?

It all comes down to performance criteria. Without taking these areas into consideration, you might make critical design mistakes.

Other Product Material Considerations

Visual criteria and the size limitations of the materials, such as with sheet and casting materials, are additional considerations. For example, what kind of molding can your budget handle?

It’s a constant balancing act. We must consider the specific criteria of a brief and the visual effect we’re looking for and then solve the holistic problem by balancing those two things.

Product Design Education Opportunities

You can learn a lot more about product material performance criteria, visual criteria, size limitations and other product design and product development material considerations via an online product design education. By understanding these and other areas, you can increase your chance of successfully designing and developing products that people value.

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.

Eliminating Bias in Usability Research

One important thing to consider when you’re planning and preparing for your usability study in online UX design education is how to avoid bias. This is important whether you’re testing a prototype, testing the competition, or even just having a conversation with your users to discover more about their needs how to incorporate that into your UX design or UI design.

You really have to be careful not to introduce your own biases into the conversation. Biases are very broad topics, and there’s a lot of information to learn about them and how to control for them. The easiest way to do that is by working with a diverse team with diverse backgrounds and diverse experiences.

The importance of user testing is that when you are designing, you often come with biases, and those can make their way into your work. When you’re designing for a group of people who are not necessarily you, in your demographic, or even related to things you have an interest in, you’re going to come into it with assumptions that might not be true at all. That means that it’s important to ensure you test the way real uses would actually use what you’re designing.

Getting that sort of data is going to help you to make more educated decisions in your UI and UX, especially when you’re working with a team, each individual has their own assumptions, and you really need something to drive the direction of the design.

How to Enhance the UX for Users With Specialized Needs

Online UX design education is imperative for web designers to become great at what they do and improve the UX. Whenever you design accessible interfaces, you’re making the experience better for every user, not just for those with certain disabilities or handicaps.

There are a ton of things to consider when creating an effective UI design. How large is the text, and is it easy to read? Is there enough contrast between the text and its background? How large are the buttons, and are they clickable?

To create the best UX design, we really have to place ourselves in the shoes of our users who have more specialized UI needs by reading up on books to help us think them through. But more importantly, it is a must that we actually go out into the field and speak with those users ourselves so that we can fully understand their needs and capture them accordingly.

Emily Rothschild Covers Phase 2 Product Sketch Expectations

When I’m teaching students, I often treat them like they’re just starting out a project. Later on, once they think they’re further along, I have them complete 30 drawings. I don’t have them complete one or two. They’re not doing five or 10. They’re producing 30 unique sketches.

How do you push yourself to really think past your initial ideas, understandings and assumptions and go beyond and then keep going beyond?

When you start out, whether for an assignment in a product design class or your early career, it’s really hard. You have just a couple of ideas, and you can’t imagine how you can come up with 30 to complete the exercise. But, if you keep pushing, let yourself go and imagine and put some of the thinking and self-editing aside, you find yourself producing some of your richest work. Even your most far-fetched ideas can have real legs and potential.

It’s important to put all of those ideas down on clean paper. Each sketch must be a finished drawing with a title and your name on it too. We actually put all of the sketches up on the wall, and then we walk through those ideas. You need to really understand that sometimes there are groupings and themes within them. There are similarities. There are wild ideas that sometimes generate the best discussions, and students at first push back.

Origin of the Exercise

This design exercise was actually something that a teacher had me do when I was in school. It was one of the few times in graduate school that I stayed up all night worrying. I then realized how liberating it was to create so many sketches and all of the potential that really lives in this exercise. I also recognized how important it was to not require this exercise just once but, instead, a couple of times throughout a project.

Online Product Design Education

You must make sure that you’re always continuing to push forward. I don’t only mean by producing 30 drawings. It can be in other ways. As you will learn in all of your product design education classes, you can improve your chances of having a successful career in the product development field by making sure that you’re always pushing yourself forward and beyond what you first think, the idea you first land on and your first understanding of anything.

Empathy Endurance in Design

At its core, user experience research, design and writing is really user-centered UI design. It comes down to making sure that we’re able to connect and empathize with our users. It’s not just asking surface level questions to understand what features we can build. It’s understanding on a much deeper level the broader context of users and their environments.

How can we build for people? How can we empathize with them? Empathy is something that’s really hard to accomplish. It’s something that a lot of UX and UI professionals like to tout, like to speak about, but it’s something that requires a lot of practice.

Empathy endurance is a really important thing that anyone in UX design should strive to build into their career. It’s more the idea that we can connect with users by going to their environments and meeting them where they are. It’s still really important that after we connect with those users and have those conversations, we have the empathy endurance.

A key piece of online UX design education is learning the ability to bring those conversations and connections back to the product that we’re building. Users need their voices heard by being directly reflected into the products. At its core, it’s empathy. It’s user-centered design, and it’s people. That’s the really beautiful part about UX, whether it’s quantitative research or qualitative research. At its core it’s about people. That’s what makes it so exciting to be part of the UX design process.

Empathy in Design Driven by Research

Our next module in online UX design education is project planning. Project planning is essential to a successful user research stage in the UX design or UI design process. In this module, we will explore how important it is to understand context. Political, social, cultural, and economic factors really have a huge weight in the way that you’re planning your use of research. You will understand how to identify the best format and how to conduct these surveys, interviews or focus groups following ethical guidelines.

Once we have concluded the user research stage, we will have gathered data. This data will be filtered in a way that will allow us to create specific psychographics and demographics, which we call personas. The reason why we call them personas, even though these are fictitious human beings, is that they are based on real data that we obtained through our user research stage.

Calling them personas is to humanize them. By humanizing them, it allows the designer of UX or UI, you in this case, to develop a higher level of empathy with this persona, this fictitious human being character. You will be able to put yourself in their shoes in a much easier manner and be more empathetic and understanding of their needs and how to connect with them. Connection: it’s very important in this process.

Ethnographic Research and Observation in Product Design

Ethnographic research is becoming a key part of our toolbox as designers. This type of research is not necessarily needed for every product development project, but it can be extremely valuable to make sure that you’re still responding to the needs of your market.

The idea of ethnographic research is that you’re going to really dive into a user group or type of user. You’re diving into their lives and the way they actually use your product and incorporate it into their day-to-day activities. You not only engage them and talk to them, but you also really observe the way they live and use your product.

This type of research is very different from a quantitative type of research where you simply ask people questions and analyze their responses. This used to be the main type of research you’d learn about in product design education. The people’s responses would be turned into graphs and heat maps, and you’d learn how to study those.

In today’s online product design education, the focus is going to be on ethnographic research, which is qualitative instead of quantitative. It’s usually done with a very small sample. A group of six to 12 people is a good size. You don’t need to deal with hundreds of people.

The difficult part, when you do ethnographic research, is not the research itself. It’s easy to engage people, extract some information and observe how they use your product and how they live.

The difficult part is to take that observation and turn it into an insight about your product design. That’s where it gets very challenging. We spend a lot of time actually training our team to make that passage from observation to insight.

There’s a lot of secret sauce that takes place during that passage.