An initial pass at further exploring three distinct user types a client had for their website and exploring mutual needs.

We wanted to help our client shift their lens about website users into jobs to be done vs strictly marketing segmentation.

I have created and used data drive personas to help with ideation to help create a simple but effective lens for stakeholders.

I have found visualizing a user’s experience really highlights where an experience can soar and fall down.

Along with conducting research and strategy activities, my teams often worked on coaching and equipping client teams to deliver. This is an example of a playbook we put together.

This is an example of how I’ve used the tool Airtable to track existing literature and research. I am able to roll up content into actionable themes to use as jumping off points for design or new research.

This illustrates an example report my team created to show how our client’s website compared against competitors on defined criteria.

Here is an example of work my team did to review other (non-direct competitors) to gain inspiration for how to approach a desired design pattern by out client.

Engaging experts at other organizations can be a great way to get advice and learn how other organizations are thinking about similar problems.

One of the ways I like to tackle qualitative analysis is called a Rainbow report. I am able to visually see shared observations across participants, easily identifying themes quickly.

I’ve been complementing my qualitative analysis skillset with more quant including visualizatons.

In my Python courses I have been learning how to create visuals like line plots using DataFrames like Pandas. I have not yet applied this to client work.

I have leveraged tools like Adoreboard to capture and compare user review sentiment. I’ve seen continuous improvement in these types of platforms.

I prefer to work collaboratively with clients and team members to capture our shared gaps in understanding to put together a thoughtful and informed research plan.

Most of my experience has been quickly turning around research findings to feed into Agile development cycles. I lean less on reporting like this in those situations but here is an example of how I’ve framed a report.

This is just one of many examples of a time I’ve facilitated moderated, in-person research. Whenever possible I like to test a product in the context is being used to capture clues beyond the screen.

This discussion guide is an example of more open ended usability study. I will often open up a study with this approach before leading the participant through more specific tasks.

I’ve shared this type of feedback in many different ways but it is common to reference specific UI elements when the usability feedback is very granular.

Post COVID I’ve turned to great collaboration tools like Miro to manage workshops. I will typically leverage an existing template but customized for the stakeholders and activities needed.

Pre-COVID it was the norm to get together with my team and client to review data thus far and get around a white board to ideate on solutions. Long live Post-It notes!

One example of an activity I have worked with clients on is creation on a measurable North Star statement. I’ve used a MadLibs style approach to get people thinking beyond a nice marketing slogan.

I’ve gotten feedback in a variety of fidelities. Early on in a concept I’ve leveraged paper prototyping to illustrate the core purpose and functionality for feedback.

This is one framework I’ve used with teams to help prioritize features or concepts based on user data and business outcomes.

Here is an example where I set up a scenario for our participants to engage with Pepper the robot in a fake dealership scenario. It was helpful to get perspective around the impact of serving customers through robotics through different roles.