UX Process

UX processes come in all shapes and sizes. Over the years I have evolved my own process to incorporate more insight and user-centered design techniques. The content below outlines the process I have used most often.


Step 1 - Background

  1. Business Goals - Understand the existing business goals of the product and the overall value proposition the business is trying to generate.

  2. Customer Needs - Define the customers situation and what jobs the customer is trying to accomplish by using the product – what is the product there to do?

  3. Existing Capabilities - Understand the existing technological capabilities and constraints that are present.

Discovery-Step a.png

Step 2 - Audience Definition

  1. Contextual Inquiry - Evaluate existing customers in their perspective environments; observe the unique situations in which they interact with the product/service in question.

  2. Stories & Maps - Document findings from interviews. Capture the steps taken by audiences as they engage with the product or service.

  3. Persona Development - Define a relatable snapshot of the perspective audience member that demonstrates his/her needs, behaviors and motivations.


Step 3 - UX Strategy

  1. Jobs - Synthesize the problems and Jobs that were identified during the Discovery process.

  2. Patterns - Identify the patterns and similarities that occur within the collected data.

  3. Goals - Translate the data into scenarios and achievable goals that the product and/or service needs to support.


Step 4 - Data Models


Utilize data models to help everyone on the team understand all of the potential elements that make up the data that the product needs to CAPTURE, CONVEY and MANAGE


Step 5 - Requirements

  1. Functionality Matrices - Utilize functionality matrices to capture the features needed to fulfill the defined Jobs the product or service needs to support.

  2. Architecture Documentation - Utilize other documents to outline details surrounding architectures and/or other materials pertaining to the product or service.

  3. Wire frames - Leverage wire frames to help communicate page-level details and desired hierarchies.


Step 6 - Organizational Design

  1. Organization Maps - Utilize organizational maps to determine the products organizational structure.

  2. Flowcharts - Utilize flowcharts to understand potential workflows.


Step 7 - Functional Design

  1. Sketching - Utilize sketches to quickly hash out concepts so that others can visualize ideas collaboratively.

  2. Wire Framing - Utilize wire frames to define the functional requirements and attributes for key areas within the product.

  3. Prototyping - Create interactive prototypes to be used during validation activities in order to measure the effectiveness of key interaction pieces within the project.


Step 8 - Validation


Utilize interactive prototypes to perform qualitative tests with perspective audience members to ANALYZE the OUTCOMES and RESULTS of actual use-case scenarios.

The goal here is to gain sufficient INSIGHT into the defined solution to verify you are on the correct course of action.


Step 9 - Visual Styling


Create the visual styling that becomes the projects user interface. Ensuring that the appropriate level of visual cues are used to ENHANCE the overall experience.


Step 10 - Patterns & Style Guides


Catelog and document the attributes and rules that make up the interfaces interactive components. Ensuring CONSISTENCY and EFFICIENCIES across the entire product and/or service infrastructure.

All sketches and drawings were created on the iPad Pro 12" and Apple Pencil.
© 2016, Greg Bosque