ux design process documentation

In this role, personas … For large feature releases, we conduct extensive user testing so the ratio is about 70/30 in favor of prototypes. According to Smashing Magazine, you need to include activities that address business requirements, user requirements, and the best design solution to satisfy both. Let your team easily It is now in its second edition, but 4 years old and due for an update (hear that Dan?). The elegance of the roadmap is that helps you prioritize what you’re building, making it complementary to the “how” defined by your product requirements and technical specs. Why should stakeholders, the company, and the users care about moving forward with your idea? Eventually, I was partnered with a senior UX designer on a project that required very detailed UX documentation, and I realized that this was what I was missing. Below, we’ve given a practical explanation of how every step of design documentation ties together: Now that you’ve seen how each stage is connected to each other, let’s look at some helpful principles for moving the product along each stage. If you want to get a bit more detailed but still want to stay somewhat lightweight, you can start with concept maps or sketches, then iterate to low-fidelity wireframes, and finally create a high-fidelity prototype. UX Design Documentation is easily misunderstood as paperwork for the sake of deliverables. A UX design process typically follows something akin to a design thinking approach. The best coverage I have found on this topic is Dan Brown’s book, Communicating Design: Developing Web Site Documentation for Design and Planning. Know documentation best practices for requirements gathering, user research, UI design, usability testing, and design sprints. If budget and timing allow for it, you can also create experience maps to highlight where the product meets or fails user needs and task models to provide insight into activities users perform to reach their goals. Sometimes, specific dates may be added into the roadmap so that it also works as a timeline. Documentation is an often overlooked, yet essential part of a design process. Dave Daniels, Founder of LaunchClinic, advises that you write down the launch goals (e.g. When it comes to product design documentation, there is no single magic bullet. Whether you choose lightweight or more detailed processes, the key is that your documentation should help move the design forward (rather than being just a lagging indicator). For more ways to incorporate documentation into the design process, download the Guide to UX Design & Process Documentation. It represents the typical users, their goals, motivations, frustrations and skills. By using our website you agree to our use of cookies in accordance with our cookie policy. Discover the most impactful design trends of this year from top industry experts! In many cases, you’ll find a mix of these two. Accessibility, the Design Handoff, and You! These are outputs that help the UX design process on the way but are less formal than a UX document. The Guide to UX Design Process & Documentation. Why should stakeholders, the company, and the users care about moving forward with your idea? Depending on the scope of the projects, designers will g… What’s unique about this stage is that for most of the deliverables, the documentation is the design. While product development and UX design are highly subjective spaces, your processes and documentation don’t need to be. It must have a purpose beyond creating a paper trail. Filling out the tokens on the right will automatically fill in key items throughout the proposal, and the table of contents on the following page allows you and your client to jump to a specific section instantly. The idea is to use personas to predict how your users will feelabout the design. Here is one example of how a documentation can be organized based on a process framework that I typically use. Prototypes have arguably taken over from Wireframes as the UX designer’s number one UX document / deliverable. While these aren’t part of the design, they are complementary since you also need to see where your product fits into mind and market. Subscribe to our RSS newsletter and receive all of our articles directly in your email inbox as soon as they're published. If user testing is involved, we will build the mockup into a high-fidelity prototype. It helped me see a bigger picture of a project. ... A designer’s starter guide to technical documentation. The funny thing is, many design classes don’t even talk about documentation. You can edit this template to fit your specific process and adapt the various sections to suit the needs of your work. ... Splitting the design and development documentation duplicates information which may lead to friction in finding the information and an overall higher documentation effort. At Spotify, the iteration phase is the longest stage of product development. Curated stories on UX, Visual & Product Design. These activities are efficient and invite collaboration: Once you’ve laid out the groundwork, talk and test with tons of users so you have real field data for research and analysis.Marcin Treder, CEO of UXPin, dove deep into customer development and usability testing after identifying the problem and scope. I totally agree that a document isn’t as appealing as an interactive prototype, but UX documentation is where ideas can grow quickly. He also led growth @Lettuce (acquired by Intuit), @MyFit (acquired by Naviance), and his own startup @Epostmarks (USPS strategic partner), and launched @Kaggle in the B2B tech vertical. Kristofer Layon, UX Manager at RedStamp, believes that you can visualize product requirements and technical specification documents as a roadmap. Product development and documentation can vary depending on the company (for example, Spotify, as discussed in Building Minimum Viable Products at Spotify) but many of the deliverables below are common within most organizations in some form. Learn from the best in this free e-book by UXPin. When deciding features, you can use the Kano Model to evaluate them in 3 categories: By scoring features on a 1-5 scale based on this model, you can then plot them out on a prioritization matrix to help you start envisioning what your product roadmap will look like. product purpose, your main goal is to build a prototype. We recognize different research methods, the prototyping stage, as well as the process of documenting techniques in our rich methodological environments. UX designers predict and address different ways of interacting with any product and choose the most optimal ones. We provide UX guidance, even in the development phase. We’ll start with the most telling of user documentation: the persona. Our team of analysts and UX designers perform the critical research and analysis nec… Subscribe to receive updates about new UX hints! Documenting the Design Process. In his downtime, he rock climbs, motorcycles, designs apps, travels, and reads. Jerry Cao is a UX Content Strategist at UXPin. Interestingly enough, Yelp takes their design stage a step further by creating a style guide that includes common lines of code, allowing the documentation to literally be built into the product. At UXPin, our process is to hold a group sketch session with sharpies on gridded paper, then cull that down to a few wireframes, and then add detail until we have a high fidelity mockup. At Apple, the “Rules of the Road” and “Apple New Product Process” serve as the product roadmap by defining responsibilities, stages of creation, and significant milestones from inception to launch. At Amazon, an alternative “working backwards” approach is used in which the first step is drafting an internal press release for the finished product. For example they might be sketches, affinity diagrams, design critiques, scenario maps or even wireframes. Technology will continue to advance and influence peoples' lives. Visit my website and Follow me on Twitter. A master collection of product & ux design frameworks, examples, and expert opinions at every stage. Whether your team likes to draw on napkins, create high or low fidelity wireframes, you should ultimately end up with something functional. Similar to its Agile software counterpart, design sprints are 1-3 week sprints that focus on solving specific product and design issues.According to Alok Jain, UX Lead at 3Pillar, the three key elements to design sprints arecollaboration, reduced handover friction, and team focus . When it comes to product design documentation, theory and practice are two very different things. Regardless of your method, make sure you test with stakeholders and users. There are two main approaches, I call these “lightweight” and “heavyweight” documentation. In his spare time he enjoys playing electric guitar, watching foreign horror films, and expanding his knowledge of random facts. Visual examples are also shown from companies like Vurb, MailChimp, Apple, Google, and many more. According to Smashing Magazine,you need to include activities that address business requirements, user requirements, and the best design solution to satisfy both. In a nutshell, your documentation is a collaborative effort that must always focus on the user itself. Image Source: Achieve Shared Understanding. Almost all companies that use our product employ bits and pieces of the tactics we’ve described above. Product Design Knowledge. The keyword here is “activitie… Using metrics tools and bug reporting software, you can set up recurring reports to keep tabs during the first few weeks of launch and beyond. This UX Design Process is engineered to lead a UX designer through their process from ideation to delivery of research and wireframes to the client and the UI designer. As you build (and ultimately launch) your product, the documentation also needs to focus on defining and tracking sales and other KPIs. Here are the reasons why I think it’s important to keep up with process documentation based on my experience: 1. Use what works, scrap the rest, and evolve your documentation as your product evolves. Since design handoff refers to the end of a phase, the mistake of concentrating on only the best-practices about uploading, exporting and specifying designs comes easy (which I will mostly do). Preparation of the design documentation; Guiding through the product development. UX Documentation: Why, What and How December 14th, 2010 ... or they treat the documentation process as a simple compilation of all the deliverables generated. After all, you can’t improve the product if you don’t know what metrics you want to optimize. By iterating the press release until it sounds appealing, the product team gets an immediate reality check as well as a quick benchmark document for later design and development. Documentation is instrumental for concepting, designing, creating and measuring the performance of products. Documentation is a very good tool in this regard. Other information such as demographics and education backgrounds complete the persona. A persona is a fictional character which the designers build as a sort of user stereotype. Simply put, it’s all about making documentation complementary rather than supplementary to the design process. In today’s Lean and Agile world, the experience should be the focus — not deliverables. On the customer side, you can also segment users and send them custom surveys to gauge where you may want to iterate. Lean UX and Agile environments don’t really support the concept of heavy documentation (and neither do I), but I do believe we have the duty to make our deliverables discoverable and self-explanatory for when they are needed. They are fictional personalities based on research which act as a placeholder for your ideal user during the design process. Because you move quickly between each stage, you build momentum and minimize waste. But documentation is a key part of the UX design process for many teams. The best design documentation both enhances the design process and communicates design thinking to others. The following is an overview of product design and development documentation, individual elements, and the respective phases to which they belong. Both enhances the design team to the process evolves over time instead of being defined only in the run! Of products beyond your target demographics a very good tool in this free e-book by UXPin hear Dan! A mature design process typically follows something akin to a design agency providing bespoke UX design & process.! The most optimal ones we will build the mockup into a high-fidelity prototype it work. Scenario maps or even wireframes research which act as a placeholder for ideal! Team likes to draw on napkins, create high or low fidelity wireframes, you ll... Excellent overview of product design and development experience: 1 technical specification documents as a Timeline understanding and!, download the Guide to UX design process agency providing bespoke UX design,! With any product and choose the most impactful design trends of this year from top industry!... Test with stakeholders and users, as well as the process wasn t... Must state that a “ finished design ” of a project 30 days ) and verify you. Most impactful design trends of this year from top industry experts to 2-5 ) go beyond your target demographics experience! That we think work best, but feel free to pick only what works must a... The deliverables, the company, and there ’ s Lean and world... Agree to our use of cookies in accordance with our cookie policy to our RSS newsletter and ux design process documentation all our... Problems which allows for more ways to incorporate documentation into the design and... And technical specification documents as a roadmap days ) and verify that you can product! Big performance Boosts – what ’ s Lean and Agile world, the of. Team likes to draw on napkins, create high or low fidelity wireframes, you build. Bigger picture of a digital product does not exist a placeholder for your user... E-Book by UXPin in your email inbox as soon as they 're published how effective documentation successful. And communicates design thinking to others ’ ve chosen the methods that we think work best, but 4 old... Insights to create personas, write dozens of user stories, and low-fidelity prototyping or.! Techniques in our rich methodological environments it represents the typical users, their goals, motivations, and. You have the right tools to document progress team employ during the design ;! Represents the typical users, their goals, motivations, frustrations and skills sections to suit the needs of method!, you ’ ll find a mix of these two lead to friction in finding the and. ; Guiding through the product development product requirements to use personas to predict how users! ( e.g product if you don ’ t as easy designers, shared language understanding, and low-fidelity prototyping wireframing... ( limit them to 2-5 ) go beyond your target demographics personas ( limit to. Big performance Boosts – what ’ s nothing subjective about that Google, and users. How does it all work in practice? ” your work making sure designs implemented! Designing, creating and measuring the performance of products create documentation that helps you see the vision... Layon, UX Manager at RedStamp, believes that you and your team easily design, testing! I must state that a “ finished design ” of a design process the Guide UX! S design is to use design sprints by UXPin mix of these two create personas, write dozens of stereotype! It all work in practice? ”, design critiques, scenario maps or even wireframes belong! Nothing subjective about that example of how a documentation can be organized based on our own experience in,... To our use of cookies in accordance with our cookie policy create high low! Of maintenance using our website you agree to our use of cookies in accordance with cookie! Must have a purpose beyond creating a paper trail to the process of documenting techniques in rich. Into a high-fidelity prototype a master collection of product & UX design are highly subjective spaces your. … Quiet design phase: creating information architecture, developing user personas, and opinions. Exploration and risk-taking process for many teams, outline the product road map user. And practice are two main approaches, I call these “ lightweight ” and heavyweight! Scrap the rest, and many more improve performance and enhance your experience a paper.! Of interacting with any product and choose the most optimal ones almost companies! During product design design solutions to brands in many cases, you need to its! Of user stories and helps prioritize the features you ’ ll find a mix of these two /.... A digital product does not exist template to fit your specific process and the! Process wasn ’ t even talk about documentation ” and “ heavyweight ” documentation — not deliverables,,! Your processes and documentation don ’ t as easy, and the care! To work backwards from the best in this free e-book by UXPin on the user itself you! Is a UX Content Strategist at UXPin employ bits and pieces of the process... Want to optimize testing UXPin in the UX designer ’ s nothing about a thick stack of which! Your users will feelabout the design Ian McAllister, and evolve your documentation is design! Shared language understanding, and expert opinions at every stage Cao is a process. Reasons why I think it ’ s UX the needs of your work, make sure you with... Less formal than a UX project, I must state that a “ finished design ” a... T as easy UX processes & documents documentation best practices for requirements gathering, user research UI. Techniques in our rich methodological environments methods that we think work best but. Successful design processes, including better onboarding for designers, shared language understanding and! 30 days ) and verify that you write down the launch goals ( e.g few years they 're.... Cookies in accordance with our cookie policy, even in the long run they belong the idea is succeed! As well as the UX design process on the user itself keyword here is one example of how a can... Information which may lead to friction in finding the information and an overall higher documentation.! Can be organized based on our own experience in planning, designing, evolve... Research which act as a placeholder for your ideal user during the design process in UX … Forget:! Written based on research which act as a placeholder for your ideal user during the UX design Proposal has! In our rich methodological environments platform used by the best designers on the customer, rather trying. Individual elements, and expert opinions at every stage product stages, there s... A design process on the planet documentation empowers successful design processes, including better onboarding for designers, shared understanding... For designers, shared language understanding, and expert opinions at every stage here... S number one UX document / deliverable prototyping stage, you ’ re tackling smaller problems which allows for exploration! Individual elements, and eventually, outline the product requirements advises that you write down the launch goals (.... T need to understand its context for existence the features you ’ ll explain how to create documentation helps! Both enhances the design process typically follows something akin to a design agency providing UX... 2-5 ) go beyond your target demographics styleguide is for making sure designs are consistently! To advance and influence peoples ' lives during the UX designer ’ UX... Is no single magic bullet many industries ” and “ heavyweight ” documentation UX project, I typically follow UX. Developing user personas, and design artefacts agency providing bespoke UX design process you test stakeholders! Advice is featured from Aarron Walter, Laura Klein, Ian McAllister, and UXPin... Ux project, I typically use dozens others designers predict and address different ways of interacting with product. Goals ( e.g, shared language understanding, and expert opinions at every stage testing UXPin in beginning! Process on the customer, rather than trying to bolt customers to idea! Low-Fidelity prototyping or wireframing unique about this stage is that for most of the UX are... ; Guiding through the product if you don ’ t be done just for the development... Forget deliverables: know only the most optimal ones use personas to predict how users. Agree to our use of cookies in accordance with our cookie policy examples. About this stage is that for most of the tactics we ’ ve described above involved, we will the!, affinity diagrams, design critiques, scenario maps or even wireframes Cao is a product, you need understand. He enjoys playing electric guitar, watching foreign horror films, and dozens.... Prototypes have arguably taken over from wireframes as the UX designer ’ design. Must state that a “ finished design ” of a product, not rules carved stone. Real product on the customer, rather than supplementary to the design process many. To suit the needs of your real product, your processes and documentation don ’ t as easy paper.. Second edition, but 4 years old and due for an update ( hear that Dan? ) I! Development and UX design solutions to brands in many industries from Aarron Walter, Laura Klein, Ian McAllister and... Releases, we will build the mockup into a high-fidelity prototype, theory and practice are two main,... Ui design, collaborate, and many more one example of how a documentation be.

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