UX Working, Teaching & Learning [17 Jun 2019]

Home / Enterprise Software  / UX Working, Teaching & Learning [17 Jun 2019]

Here’s what I’m doing in UX this week…

What I’m Working On

While I’m still working on the information architecture and navigation redesign project I’ve been on for about 6 months, two old clients came back for user research and workflow design.

Old client 1 is (broadly speaking) in the financial services industry. My design partner Brent Cameron and I redesigned one of their flagship SaaS products about 2 years ago. It provides financial services workers the ability to download reports that are financial and legal in nature. We’re back to solve an interesting design problem: how can the organization increase adoption of reports that are available to their customers, but require an incremental purchase?

It’s an interesting design challenge because their user base may or may not have purchase authority, depending on who they work for. So we need to design for two separate use cases:

  • The user can directly purchase add-on or supplemental reports.
  • The user must route a request for purchase to their organization’s point of contact for the application.

There’s more to the design challenge. We could design in calls-to-action in many areas of the application, but if we add too many CTA’s or we put them in places where users don’t feel they belong, we risk annoying them. We obviously don’t want to do that, so we need to be judicious in our placement of CTA’s. We’re also designing the central repository for available reports – essentially a digital store embedded within the app – but we’re fairly confident we can rely on existing patterns for this area. We’ll need a gallery pattern that organizes the reports in a sensible manner. Ideally we should provide short descriptions that relate why each report is useful and probably what users would find it most useful.

We’re also going to rely on a product page pattern for individual views of each report. Existing patterns are our friends here: more content detail, a preview, possible a download link for a sample report, the works. I’d love to have a recommendation engine dynamically a generate a view of related reports for cross-selling purposes, but for MVP any related report presentation will almost definitely be static and best-guess driven.

Old client 2…things aren’t final with them yet so I don’t want to jinx that gig. But let’s just say I’m really looking forward to it. I’d be conducting user research with developers to better understand their needs around building apps for and connecting to services provided by a high-traffic platform. I’ve spent most of my career side-by-side with developers, and while I would never ever put any code I’ve written (and it hasn’t been much) into production, I like working with developers. Designing tools for them is immensely gratifying.


We’re in week 6 of the two 7-week courses I’m teaching for KSU. So far I’m really pleased with how the roughly 55 students are doing in the introductory class User Experience Design Principles & Concepts and the core course Researching User Experience I. A few observations on teaching UX’ers and soon-to-be UX’ers:

  • Communicating UX research and design should be treated by everyone – including me – as an opportunity for continual self-assessment and improvement. I don’t just mean creating pretty, well-formatted deliverables. As UX’ers, we should always be focused on relating research findings and design decisions in ways that meet the stakeholders more than halfway across the communication chasm. I don’t think that means we need to create our deliverables or artifacts anew for each different audience and situation. But I do believe that we should always prepare our design comm with an understanding of who the audience is. For example, will you be presenting to managers? Executives? Product managers? Blended teams? Adjust your messages accordingly. If you’re presenting to multiple audiences simultaneously – for example, VP’s of Product and Development alongside individual product and dev contributors – then you need to thread the needle, so to speak. My advice in this situation: aim for the VP’s, but have detailed supplemental (or followup) material ready for the contributors. The key is that you’re trying to build alignment up and down the org chart.
  • Some people take naturally to solving design problems, but all UX’ers benefit from a mix of analytic structure and free-form, inspiration-driven creativity. It’s been fun watching students mix these two key UX ingredients in varying proportions as they work on curriculum-based design challenges as well as challenges at their places of work.

What I’m Learning

I’m collaborating with our former students Brian Parsons and Jennifer Sweeney to create an accessibility course. So I’m catching up on the latest developments in access technologies and universal design practices.

Finally, I’m about 70% through Stephenson’s latest. Having heard next to nothing about this book, I was pleasantly surprised to discover that Stephenson ties it back to Reamde and The Baroque Cycle. Given that reading Stephenson is going to be a crash course in anything from architecture to teleology, I’m sure I’m learning…stuff. Can’t tell you what it is quite yet.

No Comments
Post a Comment