UX-review Process – Lina Eriksson

UX-review Process

A client needed a ux-review of their platform - a budget managment platform for businesses. My work process turned out to be effective, not only for the client and platform, but for my work place as well. I decided to document all of the steps of my process and shared it with the interns and co-workers at my design studio.

Read debrief / Information / Use the product

Step 1: Read client's debrief

Make sure the client has answered the questions in the homework/debrief.
Read any other material in the client’s folder in dropbox.

Step 2: Check out the product

Check out the product yourself, get links and login information.
Add possible questions based your experiences & compare it with the debrief.
Write down questions & thoughts.

Step 1: Read client's debrief

Make sure the client has answered the questions in the homework/debrief.
Read any other material in the client’s folder in dropbox.

Step 2: Check out the product

Check out the product yourself, get links and login information.
Add possible questions based your experiences & compare it with the debrief.
Write down questions & thoughts.

Meet the client / Create today’s flowchart

Step 3: Meeting with the client

Let the client go through their product.
Ask questions based on the debrief and your quick go-through of the product (in a shared Google document).
Take notes.
Set up a plan with client on the next steps & time frame.

Step 4: Create "today's flowchart"
Take a lot of screenshots of all the user flows of various stages/flows of the product. Write down explanations of what the processes show.

The goal is to make sure you understand the product so you do not create solutions already existing somewhere else, etc. Focus on the user goals.

(However, if some solutions exist but you haven’t seen them, then it might be a good idea to suggest other ways or solutions to that specific process.)

Communicate with client / Brainstorm session

Step 5: Send "today's flowchart" to client
Let the client go through your flowchart and give feedback/explain the processes if there are any questions and/or misunderstandings.

Once the existing flowcharts are approved by the client, you can start to dig deeper into what can be improved, based on user experience practices.

Step 6: Brainstorm with Post-Its
Go through the different flowcharts with someone else and write down both of your thoughts/ideas/new ideas on post-its - share ideas with each other. This is meant to be a pretty fast process of short notes.

Step 5: Send "today's flowchart" to client
Let the client go through your flowchart and give feedback/explain the processes if there are any questions and/or misunderstandings.

Once the existing flowcharts are “ok:ed” by the client, you can start to dig deeper into what can be improved, based on user experience practices.

Step 6: Brainstorm with Post-Its
Go through the different flowcharts with someone else, and write down both your thoughts/ideas/new ideas on post-its - share it with each other. This is meant to be a pretty fast process of short notes.

Document everything

Step 7: Document new ideas
Collect all post-its with ideas/thoughts and sum them up!

Create new flowcharts (if you have time) or go directly to the following:

Use the screenshots you have, but add possible solutions and ideas on them, along with comments underneath. To increase the client’s understanding and knowledge about the reasoning of the suggestions of the changes, explain a little about what, why, and how the changes can improve the product - which is pretty much what UX-design is about.

(Ideally, when you having more time, you can create new user flows, before coming up/showing new ideas on how to improve the product.)

Step 8: Next step?
Promote to get onboard with the UX-fixes in detail and apply UI as well.