Process
This process is ideal, but not always typical. Each project has unique needs, so the UX and discovery process is flexible and can (should) adapt as needed.
1.
Planning
Defining goals and objectives
Project goals, user needs, and constraints are identified to lay a solid foundation for success.
White boarding sessions
Definition of success
Problem & solution
Timeline planning
1.
Planning
Defining goals and objectives
Project goals, user needs, and constraints are identified to lay a solid foundation for success.
White boarding sessions
Definition of success
Problem & solution
Timeline planning
1.
Planning
Defining goals and objectives
Project goals, user needs, and constraints are identified to lay a solid foundation for success.
White boarding sessions
Definition of success
Problem & solution
Timeline planning
2.
Alignment
Collaborating for clear direction
Stakeholders are brought in early to make sure there's a unified vision and strategy across the team.
Timeline refinement
Tracking progress
Level setting
Backlog of work
2.
Alignment
Collaborating for clear direction
Stakeholders are brought in early to make sure there's a unified vision and strategy across the team.
Timeline refinement
Tracking progress
Level setting
Backlog of work
2.
Alignment
Collaborating for clear direction
Stakeholders are brought in early to make sure there's a unified vision and strategy across the team.
Timeline refinement
Tracking progress
Level setting
Backlog of work
3.
Validate ideas
Making sure solutions are effective
Ideas are tested early to make sure they meet user needs and align with project goals.
Test with users
Data collection
Data matrix
Synthesis
3.
Validate ideas
Making sure solutions are effective
Ideas are tested early to make sure they meet user needs and align with project goals.
Test with users
Data collection
Data matrix
Synthesis
3.
Validate ideas
Making sure solutions are effective
Ideas are tested early to make sure they meet user needs and align with project goals.
Test with users
Data collection
Data matrix
Synthesis
4.
Create a process
Detailed planning for clarity
User stories and acceptance criteria are established to guide both design and development phases.
User stories
Documentation
Acceptance criteria
Backlog of items
4.
Create a process
Detailed planning for clarity
User stories and acceptance criteria are established to guide both design and development phases.
User stories
Documentation
Acceptance criteria
Backlog of items
4.
Create a process
Detailed planning for clarity
User stories and acceptance criteria are established to guide both design and development phases.
User stories
Documentation
Acceptance criteria
Backlog of items
5.
Map & diagram
Visualizing and organizing ideas
Key features are mapped out and prioritized to focus on delivering maximum value efficiently.
Define timelines
Build priorities
Engineering alignment
Affinity mapping
5.
Map & diagram
Visualizing and organizing ideas
Key features are mapped out and prioritized to focus on delivering maximum value efficiently.
Define timelines
Build priorities
Engineering alignment
Affinity mapping
5.
Map & diagram
Visualizing and organizing ideas
Key features are mapped out and prioritized to focus on delivering maximum value efficiently.
Define timelines
Build priorities
Engineering alignment
Affinity mapping
6.
Research & analysis
Understanding the landscape
Industry trends and competitors are examined to identify opportunities and market gaps.
Usable patterns
Who does it well?
Highlight features
Specific functionality
6.
Research & analysis
Understanding the landscape
Industry trends and competitors are examined to identify opportunities and market gaps.
Usable patterns
Who does it well?
Highlight features
Specific functionality
6.
Research & analysis
Understanding the landscape
Industry trends and competitors are examined to identify opportunities and market gaps.
Usable patterns
Who does it well?
Highlight features
Specific functionality
7.
Build concepts
From ideas to visual structure
Wireframes and prototypes are created to visualize solutions and iterate on concepts.
Low to mid fidelity
Conceptualize
Idea building
Visualizations
7.
Build concepts
From ideas to visual structure
Wireframes and prototypes are created to visualize solutions and iterate on concepts.
Low to mid fidelity
Conceptualize
Idea building
Visualizations
7.
Build concepts
From ideas to visual structure
Wireframes and prototypes are created to visualize solutions and iterate on concepts.
Low to mid fidelity
Conceptualize
Idea building
Visualizations
8.
Test with users
Gaining feedback for refinement
User testing is conducted to ensure designs are intuitive and effective in real-world scenarios.
Pressure test work
Validate or invalidate
Gather feedback
Analytics data
8.
Test with users
Gaining feedback for refinement
User testing is conducted to ensure designs are intuitive and effective in real-world scenarios.
Pressure test work
Validate or invalidate
Gather feedback
Analytics data
8.
Test with users
Gaining feedback for refinement
User testing is conducted to ensure designs are intuitive and effective in real-world scenarios.
Pressure test work
Validate or invalidate
Gather feedback
Analytics data
9.
Work with devs
Bridging design and implementation
Close collaboration with developers ensures accurate translation of designs into a functional product.
Present ideas
Conversation starters
Scope communication
Viability discussions
9.
Work with devs
Bridging design and implementation
Close collaboration with developers ensures accurate translation of designs into a functional product.
Present ideas
Conversation starters
Scope communication
Viability discussions
9.
Work with devs
Bridging design and implementation
Close collaboration with developers ensures accurate translation of designs into a functional product.
Present ideas
Conversation starters
Scope communication
Viability discussions
10.
Refine user interface
Refining visuals for impact
Visual elements are refined to align with the brand and enhance overall user experience.
High polish
Design language
Pixel-for-pixel
Organized & structured
10.
Refine user interface
Refining visuals for impact
Visual elements are refined to align with the brand and enhance overall user experience.
High polish
Design language
Pixel-for-pixel
Organized & structured
10.
Refine user interface
Refining visuals for impact
Visual elements are refined to align with the brand and enhance overall user experience.
High polish
Design language
Pixel-for-pixel
Organized & structured
11.
Build a design system
Building a cohesive framework
Visual elements are refined to align with the brand and enhance overall user experience.
Almost always needed
Build for consistency
Design language
Single source of truth
11.
Build a design system
Building a cohesive framework
Visual elements are refined to align with the brand and enhance overall user experience.
Almost always needed
Build for consistency
Design language
Single source of truth