Info
Role
Product Designer
UX Researcher
Timeline
4weeks
Team
Project Manager
Product Designers
UX Researchers
Tools
Miro
(A)
The Project
Find new areas of improvement to contribute to the overall good and turn the platform into a self-service application.
Build UX strategy to influence feature improvement
How Might We?
"How might we influence the feature improvement backlog to align feature prioritisation, user needs and business goals."
Outcome
The research identified a series of usability issues, proposed enhancements to the feature, and managed swift priorities that would significantly impact business goals.
(B)
Design Sprint
Collaboration across teams helped in the exploration and identification of issues.
This project presented an opportunity for the UX team to influence the Product Roadmap and create a backlog of improvements.
01
Week: 1 - 2
At the start of the project, the UX/UI designers and I conducted a heuristic evaluation of the feature, identifying design and UX best practice issues, and technical problems. We categorised these issues and discussed them with the Project Manager, ensuring a systematic approach that paved the way for a user-centric design process.
02
Week: 3 - 4
Before collaborating with the UX Research team, I re-created the information architecture and user flow, pinpointing concerns from the heuristic analysis and outlining critical research questions. Together, we conducted usability testing sessions with 10 participants.
(C)
Heuristics Analysis
The findings were listed and categorised, with detailed notes on business impact, severity score, design recommendations, confidence in those recommendations, and research suggestions. This structured documentation ensured a clear understanding of each issue's importance and provided actionable insights for improving the design.
01
Guidance
To improve the self-service nature of the product, users will need guidance across each step (for example, think of an IKEA self-service restaurant).
02
Navigation
Users should be able to navigate across the product in a way that reflects their mental model and does not require them too much effort.
03
Fields
Improve functionality and look and feel of the section.
04
Option sets and fields
Improve the functionality for adding options and its relation to the rest of the flow.
05
Design System
Implement the up-to-date components from the Ventures Design System libraries.
06
Language & Tone of Voice
Improve the copy and terminology used across the feature, allowing for valuable instructions and familiar and easy-to-understand terminology.
(F)
Usability Testing
We aimed to identify issues in learnability and ways to prevent and recover from errors.
Task 1
Evaluate the Dashboard page (1) and determine how well it meets users' expectations. Identify challenges in navigation.
Task 2
Create a new Case Template (2-3) and add relevant fields (4-8). This task evaluated how easily users could move across the interface and identify any barriers to completion.
Additionally, it considered how transparent the system is in naming the different fields (6).
Findings & Recommendations
High Impact Issues
1 -Dashboard Navigation (Terminology)
Confusing and inaccurate terminology in navigation menus led to delays, confusion, and incorrect selections. This highlights the need for clear and consistent language that matches real-world terminology.
2 - Fields Names
Technical jargon and confusing field names on the "Add field" screen caused delays and errors. The solution is to use plain language and familiar terms that users easily understand.
3 - Error Recovery
The inability to delete fields and the unclear error message create frustration and confusion. Users need accessible error prevention and clear recovery options.
Medium Impact Issues
1 -Dashboard - Data Visualisation
Users struggle to understand the progress and ownership of current work items due to unclear data visualisation. Implement intuitive dashboards that clearly convey progress and responsibility.
2 - Edit/Configure Icons
Similar icons for editing and configuring fields lead to confusion, so use distinct and recognisable icons for different actions.
After saving a new field, users must manually navigate back to the overview, wasting time and causing confusion. Streamline the workflow by automatically returning to the overview.
4 - Trigger Ranking
Users find the "Triggers ranking" button unclear and potentially redundant. Provide clear explanations and context for this feature.
5 - Repeated Buttons
Multiple buttons with the same function in the configuration screen lead to mistakes. Remove duplicate buttons or consolidate their functionality for clarity.
6 - "+" Button Confusing
The small "+" icon for adding child objects creates confusion and errors. Use consistent and intuitive icons for different actions within the object field.
(G)
Insights
The soft launching of the project enabled us to start monitoring and analysing data on its efficiency and effectiveness.
Deal Nucleus successfully streamlined Deloitte's M&A sell-side process, delivering significant benefits such as increased practitioner engagement, a 90% improvement in document management, collaboration, and transparency, and an 85% decrease in mishandling events related to privacy and security.
(H)
Lessons Learnt
01
Adapting Graphic colours for Digital use
Maintaining effective communication with the Product Owner was crucial to ensuring a user-centric approach, even under tight deadlines and despite resistance from some stakeholders. This collaboration helped prioritise user needs and deliver a successful product.
02
Need for Accessibility and Colour Misuse
We emphasised the value of user research and testing in shaping a successful project, ensuring that user insights and feedback guided our design decisions. This approach validated our assumptions and identified areas for improvement, leading to a product that genuinely meets user needs and expectations.
03
Lack of a Design System
A design system could have helped the design process, leading to consistency, increased development time, and difficulties maintaining a cohesive user experience. Implementing a robust design system would streamline workflows and enhance collaboration among team members.
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Recommendations
“Dedicated and detail-oriented designer with a strong growth mindset, always striving to improve and enhance user experiences.”
Ivana D.
Senior Product Designer at Deloitte UK
“Highly creative, hard-working designer with strong project management and communication skills. He excels at meeting deadlines, presenting ideas, and solving design challenges.”
Katherine M.
Marketing Manager at South Bank Colleges
“Proactive and insightful designer who quickly delivers quality work. At Helsa, his clickable prototype played a key role in securing VC-backed accelerator funding.”
Rob C.
Entrepreneur & Fintech Leader
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drigofernando@gmail.com