2. Design Process & Requirements Gathering for UX Design

Introduction to UX Design

• Salesforce UX design prioritizes creating exceptional user experiences within the Salesforce platform
• The process involves gathering user feedback (e.g., interviews, surveys, personas)
• Usability testing and journey maps are used to shape user-centered design decisions
• UX strategies are aligned with business goals and refined through user feedback to enhance user satisfaction

4 Stages of UX Design Process

• Empathize: Designers conduct research to understand users' needs and gain empathy for their experiences
• Define: Designers identify the problem statement, articulating the design challenge
• Prototype and Test: Designers create prototypes of their ideas to visualize concepts, generating further iterations and refinements
• Ideate: Designers generate innovative ideas and potential solutions to the problem, promoting collaboration and exploring different possibilities

User Experience (UX) Design Process

• Aims to streamline the design phases into a coherent process for efficient UX design in projects
• Structure For UX Project Design: The process involves steps such as understanding user needs, outlining design goals, generating ideas, creating prototypes, and refining the design based on feedback
• Continuous Improvement: Iterative processes are encouraged to allow for continuous improvements by analyzing collected feedback and exploring areas for enhancement

Requirement Gathering Methods

• Card Sorting: Method for understanding how users categorize and organize information
• Usability Testing: Observing user interactions with a product/prototype to identify usability issues
• Diary Studies: Users record their experiences over time, providing insights into their behaviors
• Individual Interviews: One-on-one interviews to collect qualitative insights directly from individual users
• Contextual Inquiry: Observing users in their natural environment while performing tasks
• Surveys and Questionnaires: Collecting quantitative and qualitative data from users
• Focus Groups: Gathering a small group of users to discuss specific topics
• Stakeholder Workshops: Engaging stakeholders to gather perspectives, ensuring their involvement in the process
• Persona Creation: Developing fictional characters representing user groups, fostering a common understanding of user needs
• A/B Testing: Comparing variations in design elements to determine which performs better

Design Process

• The design process refers to the comprehensive framework and method for creating user-centered experiences
• Overall Framework: This involves a series of steps and activities, targeting understanding user needs, defining design goals, generating ideas, developing prototypes, and refining the design based on user feedback
• Continuous Improvement: This is an iterative process that promotes continuous improvement by collecting feedback and analyzing user data to optimize the user experience

Fifth Stage of the Design Process

• Designers collect feedback from users and stakeholders to refine the design and identify improvement areas
• Iterative approaches are crucial for UX design, allowing for adjustments and optimizations before deployment (reducing risks and costs)

UX Project Scope

• Provides a clear direction for the design process
• Who the design is for: Identifying user personas to understand user characteristics to tailor the designs to specific requirements
• What the design wants to achieve: Facilitates creating a clear vision, ensuring the design is aimed toward the desired outcomes
• What obstacles are in the way: Identifying potential obstacles for anticipating and proactively addressing them in the design process
• Who the stakeholders are: Helps understand stakeholders' perspectives for involving them in the project's design process
• Design Briefs: Documentation outlining objectives, requirements, constraints, scope, target audience, deliverables, timeline, and guidelines for a design project

Elements of the Design Brief

• Personas: Fictional representations of target users aiding designers in empathizing, recognizing behaviors, goals, and preferences
• Demographic & Psychographic Data: Personas are created from research and data to portray specific user archetypes. Data incorporates demographic details, goals, motivations, needs, & pain points
• Benefits of Using Personas: Aiding designers in empathizing with users, driving user-centered design decisions, ensuring final products meet user needs/expectations
• Jobs to Be Done (JTBD): Framework focusing on user motivations behind using product/service to accomplish specific tasks (understanding underlying motivations; accomplishing jobs)

Constraints

• Limitations: Budget, time constraints, technological restrictions (hardware, software, platforms), business constraints (resources, budget, time), and design constraints (aesthetics, brand guides, accessibility standards) all influence the process
• Stakeholders: Individuals with an interest in a project, encompassing clients, users, management, development teams, and other relevant parties

Requirements Gathering for UX Design Projects

• Requirements Gathering: Crucial for understanding user needs to ensure the final design addresses these effectively, offering a satisfying experience
• Process: This process involves methods to understand user behaviors and pain points: Individual interviews, journey mapping, surveys, diary studies, card sorting, A/B testing, stakeholder workshops, contextual inquiry, and prototype creation
• Significance: Requirements gathering leads to informed decisions, aligns stakeholder expectations, and avoids costly rework for successful and user-centered products

Stakeholders are individuals or groups interested in a project who can influence or be influenced by the design decisions and outcomes.

Concurrent Probing in UX design is a research technique where researchers ask questions while users perform tasks to understand their thoughts, decisions, and behaviors in real-time. It provides valuable insights into user behavior, identifies pain points, and uncovers usability issues. While it offers rich data, it can disrupt task flow or introduce bias, so it requires skilled moderation. It’s ideal for usability testing and exploring user decision-making.

This quiz explores the fundamentals of UX design, focusing on the Salesforce platform. It covers the UX design process, including stages like empathizing, defining, prototyping, and testing. Learn how user feedback shapes design decisions to enhance user experiences and align with business goals.