UX Design Process & Requirements PDF

Design Process & Requirements for Gahtering for UX Design ========================================================= Introduction ------------ Salesforce UX design focuses on creating exceptional user experiences within the Salesforce platform. The design process involves gathering user feedback th...

Design Process & Requirements for Gahtering for UX Design ========================================================= Introduction ------------ Salesforce UX design focuses on creating exceptional user experiences within the Salesforce platform. The design process involves gathering user feedback through techniques like interviews and surveys, and utilizing customer personas to anticipate user behaviors. Collecting user requirements through usability testing and journey maps helps shape user-centered design decisions. By aligning UX strategies with business goals and iterating based on user feedback, Salesforce UX designers create intuitive and productive experiences that enhance user satisfaction throughout the Salesforce ecosystem. 4 Stages of UX Design Process ----------------------------- 1. Empathize By conducting research, designers seek to understand users\' needs, allowing them to gain empathy and insights into their experiences. 2. Define Based on the information gathered, designers define the problem statement, articulating the design challenge and setting the foundation for the subsequent stages. 3. Prototype and Test Designers create prototypes of their ideas to visualize their concepts. These prototypes inform further iterations and refinements of the design. 4. Ideate Designers generate creative ideas and potential solutions to address the problem, encouraging collaboration to explore different possibilities Requirement Gathering Methods for UX Projects --------------------------------------------- - ### Card Sorting Activity - A method used to understand how users categorize and organize information, helping researchers create intuitive architectures. - ### Usability Testing - By watching how people interact with a product or prototype, we can identify any issues with usability and collect feedback on the user experience as a whole. - ### Diary Studies - Diary studies involve users recording their experiences over some time, providing insights into their behaviors - ### Individual Interviews - Conducting one-on-one interviews allows researchers to gather qualitative insights directly from individual users, exploring their perspectives. - ### Contextual Inquiry - Observing users in their natural environment while they perform tasks related to the product or service. - ### Surveys and Questionnaires - Used to collect quantitative and qualitative data from many users, enabling researchers to gather structured feedback on user opinions. - ### Focus Groups - Involve gathering a small group of users to discuss specific topics, allowing researchers to gather diverse opinions and facilitate group dynamics. - Stakeholder Workshops - Involve engaging stakeholders in collaborative sessions to gather their perspectives and ensure their involvement in the process - ### Persona Creation - Involves developing fictional characters that represent specific user groups, providing a common understanding of user needs -.A/B Testing - Compares two or more variations of a design element or feature to determine which one performs better. - - Prototyping - Involves creating interactive representations of the design concept, allowing users to interact with and provide feedback on the overall user experience. - Journey Mapping - Journey mapping visualizes the user\'s end-to-end experience, capturing their interactions, emotions, and touchpoints across various stages. Design Process -------------- The design process refers to the overall framework and approach followed by designers to create user-centered experiences. - STRUCTURE FOR UX DESIGN PROJECTS - The design process involves a series of steps and activities aimed at understanding user needs, defining design goals, generating ideas, creating prototypes, and refining the design based on user feedback - CONTINUOUS IMPROVEMENT - The design process is iterative and encourages continuous improvement. By collecting feedback and analyzing user data, designers can identify areas for enhancement and optimize user experience over time. Stages of the UX Design Process ------------------------------- The UX design process includes four stages: - Empathize - Designers seek to understand users\' needs by conducting research to gain empathy and insight into the user\'s perspective. - Define - Designers analyze the research findings to identify patterns, define the problem, and articulate the goals of the design. - Ideate - Designers brainstorm and generate ideasand potential solutions to address the defined problem - Prototype and Test - Designers create tangible representations of their ideas and present them to users for feedback and insights regarding the design ### Fifth Stage of the Design Process #### ITERATE Designers collect feedback from users and stakeholders to identify areas of improvement in the user experience. Feedback is used to refine the design, making it more aligned with user needs.Iterative approach allows UX designers to test assumptions and validate solutions before deployment, minimize risks and costs associated with design decisions by making adjustments before investing resources into development, and foster collaboration within the team. UX Project Scope ---------------- The UX project scope provides a clear direction for the design process. - WHO THE DESIGN IS FOR - Involves identifying user personas to understand their characteristics, which helps in tailoring the designs to meet specific requirements. - WHAT THE DESIGN WANTS TO ACCOMPLISH - Enables the creation of a clear vision and direction, ensuring that the design is purposeful and aligned with the desired outcomes. - WHAT OBSTACLES ARE IN THE WAY - Identifying potential obstacles helps anticipate and proactively address them during the design process. - WHO THE STAKEHOLDERS ARE - Identifying key stakeholders helps understand their perspectives and involve them in the project\'s design process. Design Brief ------------ Design brief is a document that outlines the objectives, requirements, and constraints of a design project. - OVERRIDE STANDARD ACTIONS - Design brief clearly explains the project scope, target audience, deliverables, timeline, and any specific guidelines or considerations. - SUPPORTED USER INTERFACES - It typically includes information about the project background, design goals, target audience, project constraints, desired deliverables, and any relevant details that help provide an overview of the direction of the design project. Elements of the Design Brief ---------------------------- Design process involves creating personas, employing the Jobs to be Done framework, considering constraints, and involving stakeholders to ensure their perspectives are considered ### PERSONAS Fictional representations of target users help designers empathize and understand user behaviors, goals, and preferences Personas are fictional representations of target users that capture key characteristics, goals, and behaviors, providing designers a clear understanding of their intended audience. ❖ **DEMOGRAPHIC AND PSYCHOGRAPHIC DATA**\ Personas are created based on research and data to represent specific user archetypes, incorporating demographic information, goals, motivations, needs, and pain points. ❖ **BENEFITS OF USING PERSONAS**\ Personas help designers empathize with users, make user-centered design decisions, and ensure that the final product or service meets the needs and expectations of the target audience. JOBS TO BE DONE A framework that focuses on understanding users' motivations when using a product. The Jobs to Be Done framework is an approach that focuses on understanding the underlying motivations of users when using a product or service ❖ **FULFILLING A 'JOB'**\ The framework emphasizes that users 'hire' products or services to accomplish specific jobs in their lives, and understanding these jobs helps designers create solutions that address user needs and provide better outcomes. ❖ **USER MOTIVATIONS**\ The Jobs to Be Done framework goes beyond demographic information and explores users' struggles and desired outcomes, providing insights into their motivations. The Jobs to Be Done framework is an approach that focuses on understanding the underlying motivations of users when using a product or service. CONSTRAINTS Limitations such as budget constraints or time limitations impact the design process Constraints refer to limitations or restrictions that impact the design process, shaping and influencing the final deliverables. ❖ **TECHNICAL CONSTRAINTS**\ Arise from technological factors such as hardware, software, or platform specifications, which designers must consider when creating solutions to ensure compatibility and feasibility. ❖ **BUSINESS CONSTRAINTS**\ Encompass limitations related to resources, budget, or time, influencing design decisions regarding scalability and cost-effectiveness. ❖ **DESIGN CONSTRAINTS**\ Restrictions related to aesthetics, brand guidelines, accessibility standards, or usability principles that designers must adhere to when creating solutions to ensure consistency. STAKEHOLDERS Individuals who have an interest in projects, such as clients, users, and management. ❖ **INDIVIDUALS WITH INTEREST IN THE PROJECT**\ Stakeholders can include clients, users, management, development teams, marketing teams, and other relevant parties with an interest in the project's success. Their perspectives should be considered throughout the design process. ❖ **COLLABORATION ON PROJECT DELIVERABLES**\ Involving stakeholders from the early stages of the project helps gather diverse insights and align design goals with business objectives. Stakeholders are individuals or groups interested in a project and can influence or be influenced by the design decisions and outcomes. Requirement Gathering for UX Design Projects -------------------------------------------- Requirements gathering processes aim to identify the needs, wants, and expectations of key stakeholders for project outcomes. ❖ **THE SIGNIFICANCE OF REQUIREMENTS GATHERING**\ Requirement gathering helps understand user needs, ensuring that the final design addresses their requirements effectively and delivers a satisfying user experience. ❖ **REQUIREMENTS GATHERING PROCESS**\ By gathering requirements early on, designers can make informed decisions, align stakeholders\' expectations, and avoid costly rework, resulting in a more successful and user-centered product. In UX design, requirement gathering methods focus on understanding user behaviors and pain points. 1. Individual interviews to engage with users directly. 2. Journey Mapping to visualize user experiences. 3. Surveys and Questionnaires to collect feedback on a scale. 4. Diary Studies to capture user experiences over time. 5. Card Sorting to organize information into categories. 6. A/B Testing to compare design variations. 7. Prototyping to create interactive representations of a design idea to test and refine its functionality and usability. 8. Stakeholder Workshops to lead collaborative sessions. 9. Usability Testing evaluates the effectiveness of a product or prototype by observing users\' interactions and collecting feedback. 10. Focus Groups to gather insights through group chats. 11. Persona Creation to develop fictional user representation. 12. Contextual Inquiry to observe and interact with users in their natural environment to understand their behaviors. ### Requirement Gathering Methods in UX Design 1. **Persona Creation**\ Developing fictional representations of target users based on research data to foster empathy throughout the design process. 2. **Usability Testing**\ Evaluating the usability of a product by observing users\' interactions, identifying usability issues, and collecting feedback to refine the design and enhance user satisfaction. 3. **Journey Mapping**\ Visualizing the end-to-end user experience and mapping touchpoints, emotions, and pain points to identify opportunities for improvement. 4. **Diary Studies** 5. **Focus Groups** 6. **Card Sorting** 7. **Surveys and Questionnaires** 8. **Individual Interviews** 9. **A/B Testing**\ Comparing two or more variations of a design or feature to determine which one performs better in achieving a specific goal or outcome. 10. **Stakeholder Workshops**\ Collaborating with stakeholders and designers to gather requirements, align on goals, and prioritize features, ensuring a shared understanding and facilitating decision-making. 11. **Contextual Inquiry**\ Observing and interacting with users in their natural environment to gain insights into their challenges and goals, providing contextually rich information. 12. **Prototyping in UX Design** Prototyping involves creating interactive representations of a design idea to test and refine its functionality, usability, and user experience before fully developing the final product or service. - **Prototypes help visualize design concepts.** - **They enable early user feedback and testing.** - **They allow for iterative refinement and improvement of design solutions.** - **They aid in communication and collaboration among stakeholders and team members.**