7 Tips to Help You with Effective User Onboarding

7 Tips to Help You with Effective User Onboarding

Did you know that 80% of users delete an app if they don’t know how to use it?

They don’t reach out to the customer support team, nor do they research the instructions.

They simply remove it and move on to the next one. 

While this is a harsh statistic, it highlights just how crucial the user onboarding experience is. If you fail to properly teach your users how to make the most of your product or service, they will take their business elsewhere.

How can you counter this? In this article, you’ll learn what UX onboarding is and why it’s so important to get it right. You’ll also read about the six tips that will help you create a great user onboarding experience for your product.

Want to see if your design idea for an onboarding user journey is successful? Use UXPin to build an interactive prototype of your your UX onboarding and see how users respond to it. Iterate on your idea, pass it developers, and enjoy an improved onboarding flow. Try our prototyping tool that makes the work faster.

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What is UX onboarding?

UX onboarding is the process of introducing new users to your product in a way that educates and delights them, setting them up for success from their very first interaction. 

Technically, it’s a series of flows after the signup process, usually as screens or contextual cues within the app, that guide the user to the most important product features. This sort of a product tour highlights product’s values, and does so in the most engaging and quickest way possible.

Let’s imagine you’ve just downloaded a new app. 

A good UX-focused onboarding flow would be one where you’re guided through each of the app’s core functionalities. The walkthrough would explain how everything works and how you can use these features to improve your life or work.

On the other hand, a poor onboarding experience – especially for a complex product – would throw you in at the deep end. You’d be left to figure everything out for yourself. An app experience like this would likely frustrate you and quickly lead you to give up.

With that in mind, it’s important to understand that an effective onboarding process is about more than fancy video tutorials or pop-up instruction manuals. It’s about reducing any chance of error that could portray your product in a bad light and making the entire adoption process smooth.

Why is it important to build an onboarding flow for users?

To answer this question, it’s worth putting yourself in your users’ shoes. If they’re using your product for the first time, they might be feeling any (or all) of the following:

  • Apprehensive
  • Intimidated
  • Overwhelmed
  • Excited
  • Curious

Your job is to design an onboarding experience that gently eases them into your product so they feel confident, understood, and supported every step of the way.

Make sure this happens the first time they use it. Here are some more reasons why this process is essential.

First impressions only happen once

A study by IPSOS reveals that there are three factors behind what we call a “first impression”. These are relevance, differentiation, and the price paid.

So, your onboarding flow needs to circle around proving that you’re relevant to the user’s needs, goals, and challenges. Secondly, it’s about showing what makes you unique, i.e., explaining what you’re better at than your competitors. The third aspect is subjective – given what they’ve seen, it’s up to your users to decide if the product was worth the price they’ve paid. 

To help users navigate through the app

As a product designer, it’s your role to ensure that users can freely move through your app. The more complex the information architecture and the more features, the more important it is to build an effective onboarding sequence. 

Let’s refer to the usability testing analogy here. Notice how user testing sessions feature tasks like “Go from the home page to your account settings and change your invoice details”  or “Find the option to change the ingredients from US cups to grams”. These questions are important, as designers want new users to ease into the platform. So, it’s important to create an onboarding flow that shows how users can get from point A to point B. Doing so will help prevent confusion and user frustration. 

To clearly convey your app value

While it might seem like a paradox, the more your app or platform can do, the higher the risk of certain users feeling overwhelmed. This doesn’t mean your app has to be simple and only offer one core feature. You can provide a complex app, but what matters is that your onboarding process makes it easy for them to find what they need and achieve the goal they came here for.

For example, say that you offer a suite of 10+ productivity tools, but a new user has signed up just for the time tracking feature. Upon logging in, they should be able to go right to it, but they might get distracted by all the other modules they don’t need (at least not yet).

Effective UX onboarding will help direct them to the right module quickly, all the while gently inclining that they can get much more value from your full offer.

To extend user lifecycles

A Salesforce study has found that there are two factors that can bring the user lifecycle to an abrupt end. 50% of respondents have admitted that they leave a business that:

  • fails to anticipate their needs
  • offers an app that isn’t easy to use.

These two risks can be minimized by your onboarding experience. Firstly, a good onboarding flow will showcase how your app can benefit the user. Secondly, it can give them a quick product tour and create a great product experience right after the account creation.

Beside those two points, app onboarding can increase retention rates and prevent churn, two metrics that product teams are concerned about.

To increase user engagement across the board

Taking all of the earlier points into account, a good onboarding experience will improve user engagement. This creates a whole range of benefits. From bringing value to your target user base and increasing conversion rates, to boosting app retention and even reducing customer support costs. Spending time on your onboarding process saves and makes you money.

Overall, it helps your product become as successful as it can be.

How do you design an onboarding experience?

With the importance of the UX onboarding experience fresh in your mind, let’s get actionable and talk about the onboarding flow itself. Whatever medium your process is in, these are six tips you have to bear in mind.

1. Understand whom you are onboarding

This is critical for any business decision, especially when we’re talking about UX onboarding. Ask yourself the following questions:

  • Who is your target user? 
  • What are their needs, wants, and pain points? 
  • How much do they know about your product? 
idea 1

The answers will inform your design decisions moving forward.

If you’re not sure where to get your answers from, do your research.

If you already have an existing product, look at your sales and existing user base. Conduct a customer satisfaction survey or NPS survey. Or, if you’re launching a new product and don’t have any user data yet, conduct market research. Look into similar businesses or niches. 

As you can see, there are plenty of ways to get to know your target users better!

Ultimately, you must take one step at a time. Start by understanding who your users are before building out a user onboarding flow that assumes what they want.

There is no one-size-fits-all onboarding template you can turn to. You have to tailor it to your target market. We will discuss this next.

2. Personalize and optimize your flow

Personalizing the UX onboarding experience is about more than adding their name to an email or a virtual walkthrough (although that’s a nice touch). We’re talking about using the data you’ve collected to focus their onboarding on the features that matter the most to them.

search observe user centered

The goal is to make the user feel like this experience has been designed just for them.

And it’s not as difficult as it might sound.

If you’re a SaaS business, for example, you can show new users different features of your product based on their role. For example, let’s assume that you’ve created a CRM software for sales, product, and marketing professionals. If the new user is a marketing specialist, guide them through the features that are most relevant to their role.

3. Don’t overdo it with the number of screens 

One of the biggest mistakes you can make is overwhelming your users with lots of screens and information.

The UX onboarding experience should be short and sweet. Give users enough information to get started and nothing more.

You can always provide more info later on, in the form of tooltips or customer support. In fact, you should constantly be testing and adding new content to your onboarding flow based on user feedback.

Despite what the term might make you think, user onboarding is not always for new users only. Your existing users will also need a quick explanation of the new features and updates you’ve provided. Therefore, always design your UX onboarding flow with both of these user groups in mind.

4. Onboarding must align with the product

If your product is sleek, minimal, and professional, the onboarding must be sleek, minimal, and professional, too.

Think of your UX onboarding experience as an extension of your product. Everything from the colors you use to the tone of voice should reflect what your product is about.

The whole purpose of an onboarding process is to get your first-time users into using your product. It’s about them slipping into the value of your product, feeling your brand, and, ultimately, building loyalty.

If you’re distracting them with colors and content that don’t make sense, you’re not going to achieve this. User experience onboarding is not a time to get creative; it’s a time to be consistent.

testing user behavior prototype interaction

Make sure your onboarding flow aligns with the product and its UX design. This way, your user can familiarize themselves with your app or service as early as in the onboarding flow. Next, they can transition into using the product with as little friction as possible.

UXPin is ideal when it comes to getting this process right.

Product designers can use UXPin to quickly bring their onboarding ideas to life and build out a prototype of the onboarding sequence. You can share these prototypes with the team to collect feedback at any stage of the onboarding process. 

With multiple design iterations, you can easily test and evaluate each step and screen, until you’ve designed the perfect UX onboarding experience for your users.

5. Give users the option to skip the onboarding flow

While some users will appreciate an in-app onboarding experience, others will prefer to skip it entirely and find their own way around your product. This will be particularly the case if your desktop or mobile app has a simple information architecture and/or if some of your users are tech-savvy.

Take a simple project management board like Trello, for one. High chances are that your users have used similar platforms in the past and will understand how a Kanban board works. And even if they haven’t, the drag-and-drop feature is fairly self-explanatory.

So, add a clear “skip” button so that your new users can jump straight to using your product, at any step of the onboarding sequence.

6. Create an external onboarding sequence

Your UX onboarding experience doesn’t have to live inside your product only.

In fact, it’s often more effective when you balance having an in-app flow, and then accompanying that with an external tutorial. For instance, you could send out an automated email sequence that you divide into chapters and send out over a number of days. You’ve probably experienced this with products you use in your own life, especially if you operate in the B2B industry.

Again, you don’t want to bombard your users with too much information, but instead, give them a little nudge in the right direction.

designops picking tools options

The great thing about an external onboarding UX sequence is you can be a lot more flexible with the content and design. It’s also an opportunity to show your brand’s personality in a way that may not be possible inside the product.

But don’t think you’re only restricted to email. 

You could also create a series of social media posts or even blog articles that new users can engage with to learn more about your product.

Consider where your target audience can be reached best, and target them there. 

7. Don’t overuse words–swap them with graphics

Your UX onboarding experience should be as visual as possible. Words are definitely powerful tools. However, your screen has limited space, and users are experiencing depleting users’ attention spans. So, convey as much information as possible by leveraging graphics.

Make use of images, videos, and even animations to guide your users through your UX onboarding experience. For example, instead of a written description, you can record a 10-second video where you show how the user can download their invoice.

color id brand design

By using video and images where applicable, you simplify the onboarding process and, as a result, make it more effective.

Design an Onboarding Flow in UXPin

An effective UX onboarding experience is crucial to the success of your product, and if you click away from this guide with one thing, let it be this:

Your onboarding process must provide value. 

If your product is the beach on a summer day, your onboarding is the GPS directions to get there. Make it simple for the best results.

And this is easy thanks to UXPin.

UXPin is a state-of-the-art prototyping tool that enables you to create prototypes and easily share them with the rest of your team. If you’re serious about creating an onboarding experience that will engage and educate your users, check out UXPin today

Using a Single Source of Truth with UXPin Merge – dotSource’s Case Study

dotSource case study

We partnered with UXPin users dotSource to demonstrate how an agency working on multiple products, each with its own design system, leverages Merge technology to create a single source of truth between design and development.

Create a single source of truth for your product’s design system with UXPin Merge. Visit our Merge page for more details and how to request access.

Reach a new level of prototyping

Design with interactive components coming from your team’s design system.

Who is dotSource?

dotSource is a German-based digital product consulting and development agency that is “transforming companies into digital champions.” It has developed and implemented scalable digital products for marketing, sales, and services since 2006.

dotSource has established itself as one of Europe’s leading digital agencies with brands like ESPRIT, hessnatur, Ottobock, TEAG, KWS, BayWa, Axel Springer, C.H.Beck, Würth, and Netto Digital, trusting in the company’s vision and expertise.

dotSource Design Team and Process

dotSource uses a human-centered design process for its projects regarding UX design, consulting, audit, and conversion optimization. Designers focus on future users for concept creation and design solutions.

The company’s iterative design process ensures designers balance user needs with business goals while ensuring every project meets usability requirements and technical constraints.

What we love most about dotSource is their passion for sharing UX knowledge. Check out the company’s free eBook, User Experience Design Best Practices.

We now hand over to dotSource to explain how they use UXPin Merge to create a single source of truth for their product development projects while eliminating redundant work, enhancing cross-functional collaboration, and improving user experience.

Fighting Chaos with a Single Source of Truth

Promoting new patterns and components to a design system is chaotic, with many redundant processes. Most design system releases require updating in at least three places:

  1. The design system’s codebase (component library)
  2. The design team’s UI kit (design tool)
  3. The design system’s documentation

Instead of a “single source of truth” that gives “three single sources of truth” for every UI component–this seems counterintuitive and increases errors. If the design system’s update process and technologies don’t align, the team ends up with redundant work because a single change requires three updates.

designops picking tools options

Such an update process introduces a high risk of UX debt. UI kits and documentation become outdated if the design system team doesn’t respond to changes fast enough. As UX debt piles up, so does the effort to find and work through it.

The best way to circumvent these issues is to sync design, code, and documentation through a real single source of truth where:

  • There are no inconsistencies
  • One change automatically syncs design and code
  • Documentation is always up to date
  • Seamless collaboration between design and development

Single Source of Truth Should be Code-Based

Once a design system component is converted to your preferred design tool’s format, it’s subject to the limitations of image-based prototyping–resulting in a disconnect between design and development. The image-based component no longer has the fidelity, functionality, and interactivity afforded by HTML, CSS, and Javascript.

design and development collaboration process product communication 1

Switching to a code-based design workflow is the only way around these image-based limitations. A code-based prototyping tool like UXPin with Merge technology enables this workflow by rendering code (instead of vector graphics), just like a browser.

In UXPin, UI components look and behave exactly as they do for developers, effectively bridging the gap between design and development–a real single source of truth.

logo storybook

We use UXPin’s Storybook integration, which allows designers to use our design system’s Storybook components in UXPin’s design editor. The result: a perfect synchronization of code, design, and documentation, making it possible for:

  • Designers to participate in QA and help developers identify bugs
  • Close collaboration between designers and engineers
  • Better testing and faster iterations with high-fidelity interactive components (component-driven prototyping)

With this UXPin Merge workflow, we have overcome redundant processes and eliminated UX debt from design system updates. UX consistency is no longer an issue, and we have no design drift.

UXPin Merge–a single source of truth at work

dotSource’s design and delivery teams have relied on UXPin for several years. UXPin’s Merge technology allows us to integrate React libraries through their Git Integration or Storybook for other frameworks, including Vue, Angular, Ember, etc.

The design system team can use React props or Storybook Args to define component properties and set constraints. For example, using a color property for a component’s primary, secondary, and disabled states. These three options appear as a dropdown in UXPin’s Properties Panel.

Setting these constraints eliminates inconsistencies and increases efficiency because designers never have to think about properties or basic interactivity–everything is “baked into” the components.

How to Create a Single Source of Truth

Software and technology provider Iress describes a single source of truth as a fully integrated system with:

  • One centrally maintained component library used by designers and engineers
  • No designing or coding from scratch (during the product development process)
  • No design drift
  • Flawless consistency
  • Seamless designer/developer collaboration with almost no handoff process

These reusable components include styles, code, and rules defined by the design system, enabling UI consistency across every touchpoint. The design system must be flexible, easy to maintain, and scalable to achieve this successfully.

design system components

Another crucial prerequisite, according to dotSource: all stakeholders must be onboard! They must see the benefit of using a design system and its efficiencies. They’ll be quick to point out that your “single source of truth” requires managing three vital components, increasing the possibility for drift and debt.

The only way to create a single source of truth is through a code-based design workflow and tools like UXPin Merge and Storybook to sync design and development while simultaneously updating documentation–one change automating three updates.

Thank You, dotSource!

We want to thank dotSource for sharing their experience as an agency using UXPin Merge to improve designer/developer collaboration and create a single source of truth for its product development projects, and continuing to spread knowledge about UX design on their blog.

dotSource uses UXPin Merge’s Storybook Integration. Here are some resources to learn more about how these technologies can benefit your product development workflows:

Getting Started With UXPin Merge

UXPin Merge has a solution for product development teams at every level of maturity. Our npm integration is excellent for leveraging open source component libraries to build minimum viable products, add new components to an existing design system, or create a design system from scratch.

logo uxpin merge 1

Organizations have three options when syncing a design system:

After the initial setup, every repository update automatically syncs to UXPin, notifying design teams of the new version. UXPin’s Version Control allows designers to choose when to change to the latest release and switch to earlier versions if needed.

Better Prototyping and Testing

One of UXPin Merge’s most significant benefits is the ability to build fully functioning prototypes that look and feel like the final product–prototypes that previously required front-end developer involvement.

These fully functioning prototypes allow designers to test every aspect of the user experience, increasing a design project’s usability scope and effectiveness.

uxpin merge component sync

Designers can present accurate replicas of the final product to stakeholders who are able to interact with prototypes and deliver meaningful feedback.

“There’s a lot more confidence from everyone (including designers, C-suite, directors, and developers) about what the final product will look like, the user experience, and interactivity–giving us higher quality feedback from stakeholders.” Erica Rider UX Lead EPX @ PayPal

Join the code-based design revolution with a component-driven solution from UXPin Merge. Enhance design project workflows, increase cross-functional collaboration, and create seamless design handoffs to reduce time to market while delivering outstanding user experiences. 

Visit our Merge page for more details and how to request access to this revolutionary technology.

7 Productivity Hacks for UX Designers

productivity hacks for ux designers

Maximizing productivity is vital for UXers and product managers who are often under tight project deadlines. Startups and small teams also seek UX productivity tips to maximize limited resources.

Whether you suffer from procrastination or just want to increase your value as a UX designer, this article offers actionable advice to optimize your UX team’s productivity.

Streamline UX workflows with the world’s most advanced design tool. Try component-driven prototyping and 10x your productivity today. Discover Merge and see what it can do for you and your team. Find out more.

Reach a new level of prototyping

Design with interactive components coming from your team’s design system.

What Does it Mean to be Productive as a UX Designer?

Being productive as a UX designer means maximizing your output efficiently. While this statement applies to any profession, it’s essential for UX designers and DesignOps practitioners because they often have to demonstrate Design’s value.

Some examples of what UX productivity means include:

  • Meeting deadlines
  • Delivering a positive ROI for design investments
  • Finding solutions to minimize designing from scratch and maximize time spent solving user problems
  • Leveraging tools to optimize UX workflows and design processes
  • Representing the customer within the organization and advocating for user experience
  • Implementing systems to spend less time onboarding
  • Effective use of design sprints and brainstorming sessions to solve big problems fast
  • Creating channels for cross-functional collaboration to maximize output and minimize errors, drift, and rework

Busy vs. Productivity

Sadly, there are many distractions plaguing our lives. These distractions are disguised as work, like email, pointless Zoom calls, Slack, etc. You can attend to these distractions and get nothing done all day–busy, not productive.

Productivity is about delivering outcomes that bring you closer to achieving goals. Productive UX designers help the organization meet its UX strategy and product roadmap vision

7 UI/UX Design Productivity Hacks

Some of these productivity hacks apply to UI/UX designers, while others are more general and could apply to any profession.

1. Avoid starting from scratch

There is a misconception that it’s a UX designer’s job to make pretty UIs. UX design is less about visual design and more about user experience design–solving human problems.

When UX designers spend time creating components and user interfaces from scratch, they reduce their productivity, even though they’re doing design-related work.

design system library components

Using a design system eliminates the need to design from scratch so designers can focus on user experience and user needs, increasing design efficiency and UX productivity. There are many open-source component libraries organizations can customize or build a design system from scratch.

UXPin has built-in design libraries so designers can build screens and layouts using user-tested components and design patterns. They can customize these components to meet product/brand requirements and save them to UXPin’s Design Systems, where designers can share libraries, set permissions, and create documentation.

2. Component-driven prototyping

Component-driven prototyping is the next iteration of adopting a design system. Designers use ready-made interactive components from a repository to design UIs. These UI elements include styling (color, typography, spacing, etc.) and constraints set by the design system, so designers only have to drag and drop to build products and features.

These interactive components allow design teams to build exact replicas of the final product, so usability participants and stakeholders can interact with dynamic, immersive prototypes. These advanced prototypes deliver meaningful feedback and actionable insights UX designers can use to maximize project outcomes.

uxpin merge component responsive

Companies like PayPal, Iress, and TeamPassword use UXPin Merge to sync repository components to UXPin’s design editor, creating a single source of truth across the organization.

Merge, and component-driven prototyping significantly increased PayPal’s productivity, where product designers build UIs 8X faster than before!

3. Control of your workflow

Omkar Chandgadkar, a Senior UX Designer at Amazon Alexa Smart Home, created a design offerings framework to maximize his team’s planning and productivity.

Omkar’s team applies this framework to project intake and backlogs to quickly identify the next steps, assign resources, and begin work. The framework has three product offerings:

  • Horizons Class Project: creating and executing a product vision for the next X years (long-term projects)
  • Mountains Class Project: an end-to-end design project for launch within 12 months (medium-term projects)
  • Plains Class Project: optimizing user experience and fixing usability issues (short-term projects)

With a clearly defined design offerings framework, UX teams can maximize productivity by:

  • Reduce calls and meetings at project intake
  • Developing a roadmap for projects (shared product management tools like Trello, Asana, Airtable, Notion, etc.)
  • Assigning resources in advance
  • Identify resource issues early and make preparations–i.e., hiring new talent or contractors
  • Create specialized teams–i.e., a “Plains Project Team” that specializes in fixing usability issues

4. The DesignOps mindset

Implementing DesignOps creates operational efficiencies, which ultimately leads to increased UX productivity. The DesignOps mindset helps designers together to get impactful things done.

Many people see DesignOps as an enterprise UX solution, but even startups and small businesses can apply the mindset and principles. DesignOps is about standardized tools, templates, workflows, and policies for design-related tasks. When everyone follows the same protocols, UX teams increase collaboration, consistency, productivity, and quality outcomes.

designops increasing collaboration group

In this article on DesignOps strategy, the four stages of DesignOps maturity. Initially (stage 0), no one is responsible (usually startups and small teams), but the UX team has tools and processes to maximize productivity.

By stage three, the DesignOps team has an established structure with a DesignOps leader and DPMs managing and optimizing operational processes.

The ultimate goal of DesignOps is to remove operation work from UX teams to focus on user experience and solving problems, thus maximizing Design’s effectiveness and productivity.

5. Engineering collaboration

Part of the DesignOps role is to facilitate design team and cross-functional collaboration. Even if designers don’t have this operational mechanism in place, creating channels to communicate and collaborate is essential for UX productivity.

design and development collaboration process product 1

Designer/engineer collaboration is crucial because these teams must work together to deliver projects with different tools and constraints. Poor cooperation between these departments leads to design drift, friction, UX debt/technical debt, chaotic design handoffs, and project delays, to name a few.

Working to increase designer/engineer collaboration will only produce positive outcomes:

6. Go deep

In his book Deep Work, Cal Newport outlines the importance of distraction-free work sessions. Deep Work is the practice of shutting off the outside world to focus on completing tasks and projects.

Cal provides several examples of the most successful people in history using Deep Work. In tech, the most famous example is Microsoft founder Bill Gates. Bill takes regular 7-day sabbaticals (Bill’s “think weeks”), where he retreats to a cabin with books and research materials to think about ideas and solve problems.

Retreating to a cabin is not a luxury most can afford, but there are some things UX designers can do to go deep and achieve comparable results:

  • Disconnect: set periods (90-180 minutes) of work where you completely disconnect from team members, family, social media, and all digital communications.
  • Plan: to avoid the internet and its many distractions, try to gather the research you’ll need before each session. This planning also limits time wasted trying to find materials, maximizing your focus on the task at hand.
  • Prioritize: set goals for each session with a to-do list. Cal recommends setting challenging goals so that it forces you to push to get things done!

Cal also highlights the importance of boredom–even in your personal life. For example, when waiting in a queue or enjoying downtime, our first instinct is to reach for our phones to check social media and other news feeds. Fighting this urge will train your brain to focus better during Deep Work sessions.

7. Optimize your work environment

Neuroscientist and Professor in the Department of Neurobiology at the Stanford University School of Medicine, Andrew Huberman, offers excellent science-based productivity hacks and workspace optimization.

Here is a summary of Andrew’s informative article, 5 Science-Based Steps to Improve Your Workspace:

  • Sit or stand: switching to sitting and standing every 30 minutes “can reduce neck and shoulder and back pain and even help augment some of the positive effects of exercise.” 
  • Time It Right: Andrew outlines three phases your body goes through during the day. Planning the type of work you do during these times can significantly impact performance and productivity. 
  • Screen placement: ensuring your screen is straight ahead or slightly elevated will raise your alertness. If you’re constantly looking down, “neurons related to calm and sleepiness are activated,” making it difficult to focus.
  • Background noise: white, pink, or brown noise can help with focus during 45-minute sessions. Binaural beats (with headphones) are also effective in “increasing certain aspects of cognition, including creativity, and may reduce anxiety.”
  • Work environment: different spaces are more optimal for specific types of work, “consider using different locations: rooms, buildings, indoors or outdoors to help access specific brain states and the types of work they favor.”

Andrew’s podcast, Huberman Lab, is full of fantastic insights about how the brain works and optimizing your performance, focus, and productivity.

UXPin–The Ultimate Productivity Hack for UX Designers

UXPin’s advanced design and prototyping tool enables design teams to build high-fidelity prototypes that look and feel like the final product.

Better prototypes result in meaningful feedback from usability testing and stakeholders, leading to high-quality design project deliverables and a faster time to market.

Revolutionize your product development workflows with advanced prototyping from UXPin. Introduce reusable components into prototyping and build interactive hi-fi designs faster than ever. That’s the best productivity hack you can implement as a designer. Read more about UXPin Merge.

Cognitive Friction in UX Design – Good or Bad?

Incorporating cognitive friction to improve user experience sounds like an oxymoron, but it can have positive effects in the right circumstances. Friction is vital for protecting users and ensuring they don’t complete tasks accidentally.

The more familiar users get with a digital product and design patterns, the more likely they are to work on autopilot, leading to errors and nonreversible actions. Cognitive friction is a strategy to avoid these issues and improve the user experience.

Solve complex usability issues and create digital experiences your customers love with the world’s most advanced end-to-end design tool. Sign up for a free trial to discover how UXPin can enhance your UX workflows.

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What is Cognitive Friction?

Cognitive friction in UX occurs when a user interface or feature forces users to stop and think, increasing cognitive load. It can also refer to instances where features aren’t intuitive or don’t function as they’re supposed to.

These “roadblocks” prevent or interrupt users from completing tasks, causing frustration that ultimately leads to product abandonment and fewer conversions.

UX designers are taught to avoid these scenarios and reduce decision-making by creating seamless, uninterrupted user experiences, getting users to an end goal as efficiently as possible.

6 Types of User Friction in UX Design

We have identified six primary types of user friction in UX design:

  1. UI friction – cluttered user interfaces and incorrect design pattern usage
  2. Interaction friction – UI elements aren’t intuitive and don’t function as expected
  3. Language friction – incorrect word choice and poor instructions
  4. Input friction – challenges completing forms
  5. Navigational friction – poor navigation, unnecessary steps, broken links, etc.
  6. System friction – slow load times, crashes, and other performance-related issues

How to Identify Cognitive Friction?

Using Jakob Nielsen’s 10 usability heuristics principles for interaction design is an excellent methodology to incorporate in a UX audit to identify common usability issues that cause friction.

process

These principles include:

  1. Visibility of system status
  2. Match between system and the real world
  3. User control and freedom
  4. Consistency and standards
  5. Error prevention
  6. Recognition rather than recall
  7. Flexibility and efficiency of use
  8. Aesthetic and minimalist design
  9. Help users recognize, diagnose, and recover from errors
  10. Help and documentation

Further reading: UX Audit – All You Need to Know, Benefits, and Checklist.

What are Some Examples of Cognitive Friction?

Here are three common examples where design decisions cause cognitive friction.

Broken links commonly cause cognitive friction. Users think they’re navigating to a specific feature, but the link either doesn’t work or takes them elsewhere. Frustration compounds when there is no way to navigate back or they must repeat a task.

Example #2. Hiding features

It’s not uncommon for companies to make it difficult for users to downgrade a paid plan or delete their accounts entirely. The hope is that the user will give up and keep their subscription. Searching for hidden features is time-consuming and frustrating, leading to distrust in the product and brand.

Example #3. Unnecessary steps

Companies often collect excessive data or create unnecessary steps for tasks. These additional interactions mean users spend more time completing tasks and forms than they should.

process direction way path 1

For example, asking for a customer’s age, gender, and income bracket on an eCommerce checkout form might help with future marketing initiatives, but it’s intrusive and creates a point of friction. Additionally, misusing accordions, confirmations, dropdown menus, and other interactive UI elements adds unnecessary steps and interactions.

When is Cognitive Friction Good?

Here are four instances where UX designers intentionally create friction to improve user experience.

Two-Factor Authentication

Two-factor authentication (2FA) is a fantastic example of designers creating friction to improve cybersecurity. 2FA adds an extra step for user logins or confirming critical functions (like bank payments) to reduce the risk of someone other than the authorized user from completing these tasks.

Many products use apps like Google Authenticator or a one-time pin sent to a user’s email or mobile. The user must enter a six-digit code to complete authentication.

2FA creates additional steps but keeps people safe for high-risk products and tasks.

Confirmation dialogs

Designers often use UI dialogs or modals to confirm critical nonreversible actions–like deleting something or navigating away from a page with unsaved content. For example, “Are you sure you want to delete this project?”

While some people find these dialogs annoying, they’re quickly swayed when it prevents them from accidentally deleting a project that took many hours to create!

In some instances, UX designers create additional steps within the modal to prevent mistakes–like typing “DELETE” to confirm. This added friction forces users to stop and think about what they’re doing to prevent someone from mindlessly completing a critical nonreversible action.

User and task verification

Many products use validation systems to confirm a user has access to a given email address or mobile number. In this example, users are asked to verify their email addresses from UXPin’s sign-up form prototype.

Designers also use friction to verify the user made critical account changes. This example from Netflix shows an email sent after users change their mobile numbers. Users must click “Verify Phone” for the changes to take effect. This friction prevents unauthorized changes to someone’s account details.

System loading

Many digital products and websites use friction via loading icons and other microinteractions when a system is loading or working. This feedback tells users to wait while the system is busy.

It’s important that UX designers only use these microinteractions when it’s 100% necessary and never allow them to last more than a few seconds. If your product takes more than five seconds to process a task, you might need to work with the engineers on performance optimization.

When is Cognitive Friction Bad? (And solutions for improvement)

Cognitive friction is generally bad, and it’s a UX designer’s job to pinpoint these issues and find solutions. Here are four common examples of bad cognitive friction and how to reduce or eliminate them.

Design inconsistency

Design consistency is an essential UX design component. It helps create familiarity, making user interfaces and interactions more predictable and easier to use.

Design inconsistency creates friction resulting in usability and accessibility issues. For example, if a sign-up sequence uses a green button to proceed to the next step and randomly uses red on one UI, users must stop to think about whether or not this red button will perform the same action as the green. 

Creating a design system or UI kit is a trusted methodology for improving design consistency. When product teams use the same library of approved components, there are fewer errors, and designers have to do less thinking (friction) themselves.

Too many steps

Designers must think of every step in a task, no matter how essential, as a point of friction. UX teams can use usability testing and user interviews to understand the customer journey and identify areas for improvement.

Sometimes these improvements will come from optimizing the UI components and input fields to reduce actions rather than removing steps. For example, is it better to use a dropdown or buttons for a product’s size options?

This example uses a dropdown, meaning users must click/tap twice to choose a size. This process is particularly challenging for users on mobile devices and people with dexterity issues.

In this second example, designers use buttons, so users only have to click/tap once to make a selection. Different process, same result, one less step, and reduced friction.

This example might seem like a small change, but finding similar improvements reduces overall friction and gets users to their end goal faster.

Unfamiliar patterns

Designers use internationally recognizable design patterns to solve fundamental usability issues. For example, everyone expects a hamburger icon will open the primary navigation. Using the hamburger to activate another feature or a different icon causes confusion and friction.

These patterns are essential in complex products where users must learn how to use the system. If they also have to learn to use new UI patterns, this adds to the learning curve, creating more cognitive friction.

Poor communication

Designers communicate with users through text, color, visual hierarchy, UI elements, images, and video, to name a few. Understanding user needs and how they absorb content is critical to effective communication and reducing friction.

A fantastic example is how UXPin uses multiple elements to communicate with users in its documentation.

  • The heading, Adding States, describes the task.
  • The explanation uses short sentences and plain language.
  • A blue highlight and text tell users which feature to click while blocks created to look like keys on a keyboard show the shortcut.
  • A video provides added context to help users who learn better through visuals.

UXPin’s docs make it easy for designers to quickly absorb the instructions to apply to their projects.

Effective communication throughout your product, from button labels to documentation tutorials, reduces the mental effort required to complete tasks.

Reduce Friction During the Design Process With UXPin

Reducing friction during the design process is often challenging for UX teams. Design tools don’t provide the same fidelity and functionality as code, making it hard to prototype and test effectively.

UXPin is powered by code, enabling designers to build complex user interfaces and components that look and feel like the final product. The tools, features, and design canvas look the same as any other design tool, but the results are significantly better.

Higher quality, realistic prototypes result in meaningful feedback from user testing and stakeholders–allowing designers to improve with every iteration.

Designers can test complex user journeys like fully functioning checkouts or forms that capture extensive data with multiple steps–sequences that often cause cognitive friction!

Improve your product design projects, reduce usability issues, and enhance your product’s user experience with quality prototyping and testing in UXPin. Sign up for a free trial to discover all of UXPin’s advanced features.

Footer Design – Best Practices Together with 6 Examples

Website footers are essential UI patterns. They guide visitors to important content while providing an excellent opportunity to add business value and connect with new customers.

This article explores website footer design, do’s and dont’s, expert examples, and best practices to inspire your next web project.

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A website footer is a UI pattern at the bottom (or footer) of a website or application. Footers are important website components because they display helpful information, including navigational links, contact details, policies, copyright info, and social media links, so users can learn more about your business.

Link the primary header navigation; a website footer appears on every page so users can always access the links and content. Even though it sits at the bottom of a web page, footers are vital components for users and business goals.

How designers use a website footer depends on the business and content. Most websites use the footer for secondary navigation–important links that can’t fit in the website header like about, product docs, resources, etc.

With GDPR, CCPA, and other legal information, websites must include certain policies, like privacy, terms of use, etc. Designers usually have these links in the footer, so users always know where to find them.

Sales Benefits

Many UI/UX designers also use website footers for business purposes like a product CTA or capturing leads via contact page or a newsletter signup form. Footers help users to navigate to feature pages, best-selling product categories or more information about services.

Marketing Benefits

Many marketers also use website footers for SEO (search engine optimization) purposes. There are a couple of SEO benefits of footers:

  • Help with boosting pages you want to rank
  • Homepage links carry weight, meaning search engines see these internal links as important and prioritize accordingly
  • Increases the likelihood of clicks, thus reducing bounce rates which improve domain authority and rankings

Again, it depends on the website. An eCommerce website will have different priorities for the footer to a blog. Here is a list of items you might include in a footer:

  • Navigation links
  • Brand engagement and messaging
  • Testimonials
  • Copyright

There are several types of navigation links businesses include in the footer. These include:

  • Utility links: contact information, phone number, email address, physical address, customer service contacts, privacy policy, terms of use
  • Doormat navigation: A copy of the main navigation for convenience (might be unnecessary for sticky headers)
  • Secondary task links: job application, investor information, documentation/specifications, press information, affiliate signups, FAQs
  • Sitemap: Links to multiple topic/product categories

Brand Engagement & Messaging

Another common use for a website footer is brand engagement and messaging–links and footer content that encourage people to connect with the company, including:

  • Social media icons
  • Social feeds with several latest posts (usually Instagram or Twitter)
  • Brand logo
  • Brand slogan or vision (1-3 sentences)
  • Email signup

Testimonials

Some brands use the footer for testimonials and reviews. They might even include a Google Business or TrustPilot widget displaying their star rating. These UI patterns are excellent for social proof and creating interest in your product or service.

The copyright symbol and notice at the bottom of a footer tell visitors that you own the website’s content. It’s not a legal obligation, but it is common practice to inform people that you plan to protect your rights to the content.

We’ve chosen six footer design examples from different industries to show how designers create layouts that align with business goals and user needs.

The key takeaway from these examples is how different industries prioritize links and content. Each example also uses a clean, minimalist layout to help visitors find information quickly.

We decided to use our UXPin website as a SaaS footer example. You’ll notice we use a sticky header, so our primary navigation is always visible to desktop users.

UXPin’s footer includes key company, product, and marketing information. Customers often want to know how UXPin, an advanced tool, compares to popular image-based competitors, so we’ve included several product comparison links.

Other essential footer links for SaaS products are documentation, tutorials, educational content, and other helpful resources. UXPin also includes a language selector, social links, and policy information.

The BBC (British Broadcasting Corporation) is one of the largest news and media organizations worldwide. 

The media giant primarily uses its footer to display different 30+ language versions of the website with a separate section for popular news topics. The very bottom of the page features links to legal information, policies, contacts, and advertising with the BBC.

The clean layout is easy to read, allowing users to find content and links fast.

Global eCommerce brand Asos uses a simple footer design with social media buttons, payment methods, and helpful links. Most important for eCommerce are links for delivery/returns policy, order tracking, and special promotions–in Asos’ case, they promote student discounts, gift cards, and Black Friday.

As a listed company (ASOMY), Asos must provide investor information and corporate responsibility. 

Lastly, as a global eCommerce brand, Asos shows customers which store they are viewing and a link to change to another region and currency.

Agencies generally use their websites for two purposes:

  • Showcase their work
  • Generate new leads

US-based Zorro Design uses a black and white footer design with a bright yellow CTA taking users to a contact form. Zorro’s designers have designed the footer perfectly, so the CTA sits in the center of the screen, with lots of surrounding whitespace screaming “CLICK ME!”

Lastly, Zorro places its logo and slogan to the left with several key links, including recent work, contact, about, and social media buttons.

Zorro’s footer design is clean and uncluttered, allowing users to absorb and find content quickly.

Like agencies, freelancers need a portfolio website to showcase their work and get clients. Product Designer Alex Lakas uses his website footer primarily to connect with potential clients/employers and designers through his social channels.

As a remote worker, Alex also uses flashing text to tell visitors where he’s currently working–in this case, it’s Los Angeles.

Alex’s dark/light mode switcher is a nice touch for a UX design portfolio, showing he’s mindful of web accessibility. He also has links to past work and a contact page.

Booking.com is one of the world’s biggest online travel agencies, with over 28 million accommodation listings in more than 70 countries. Booking.com’s goal is to sell accommodation, but they also want to onboard new properties, so their primary footer CTA is to “list a property.”

The website’s footer also features its five most important links using a large bold typography to stand out. Customers also have several search categories, including regions and accommodation options, for customers to find their ideal destination faster. 

As a listed company (NASDAQ: BKNG), Booking.com includes links to all necessary investor and corporate information.

At the bottom of the page, Booking.com features several logos of the company’s holding group, Booking Holdings Inc.

The first step to designing a great footer is prioritizing your links. Designers must consider user needs and business goals to create something meaningful and helpful to visitors.

Less is More

Cluttered UIs always perform poorly. They’re difficult to digest and can confuse users. Reducing UI elements, links, and text can help drive traffic to your most important content–which takes us back to point one, prioritize your links properly!

Use a Single CTA

A single CTA helps guide visitors to your most important task or business goal. Footer designs are usually two-tone, often black and white, providing the perfect background for a bright-colored CTA to pop and grab people’s attention.

Make Footers Mobile-Friendly

Mobile-first design is crucial for website footers. On a desktop, you may have 3-4 columns, while on a smartphone, you have one. The more columns and links, the more users have to scroll to find content. Place your most important links and content in the first column, so users see this first.

Use Hierarchy to Display Importance

The examples from Booking.com, Zorro Design, The BBC, and Alex Lakas used visual hierarchy to show users their most important links. Different sizes, colors, and weights are effective techniques for displaying importance.

Stay Compliant

Legal information like policies and disclaimers are crucial for modern web design. Designers must research their company’s obligations regarding where and how to display these links.

For example, financial and investment products in some countries must display their disclaimer information in the footer, so it’s always visible to customers. See this footer example from Chase Bank.

Branding Opportunities

Your website’s footer is a fantastic opportunity to connect users with your brand’s touchpoints, like social media, newsletter signup, and company links.

Be Helpful

Users often scroll to a website footer looking for help like documentation, tutorials, blog, and other resources. The UXPin footer design is a perfect example of providing multiple resources to educate customers about our products.

Designing Footers With UXPin

Create beautiful, interactive, responsive website footers in UXPin. With UXPin, designers can build prototypes with code-like functionality to improve user testing and get better feedback from stakeholders.

UXPin also includes built-in accessibility tools, including a contrast checker and color blindness simulator to test designs on the flying without leaving the canvas.

Deliver better products faster with UXPin–the world’s most advanced code-based design tool. Sign up for a free trial and deliver better user experiences to your customers with UXPin.

How to Turn Your Design System into an npm Package?

How to Turn Your Design System into an NPM package

Merge’s npm integration gives design teams more control to import fully functional component libraries from the npm registry. The benefit of designing prototypes with a component library is designers get full functionality and fidelity without writing a single line of code!

If you’re unsure what any of this “npm stuff” means, don’t worry, this article will explain everything you need to know, including how to create an npm package for your design system.

Deliver projects with minimal design or coding from scratch using UXPin Merge. Visit our Merge page for ways to import your company’s design system and discover the endless possibilities of component-driven prototyping in UXPin.

Reach a new level of prototyping

Design with interactive components coming from your team’s design system.

What is npm?

logo uxpin merge npm packages

Node Package Manager (npm) is a software registry for Node.js/JavaScript applications hosting private and open-source packages. npm is “one of the largest developer ecosystems in the world” with over a million packages.

What is a package?

If you’re not technically proficient, you’re probably wondering, what is a package?

A package contains files and code required to run an application. There are two types of packages:

  • Dependencies: third-party packages needed for an application to work
  • devDependencies: packages engineers use during development (tools, automation, testing, etc.)

For example, if you want to build an application featuring Google Maps, instead of writing everything from scratch, you install the google-maps package and write a few lines of code to display a map and location.  

For this article, we’ll focus on dependencies, more specifically component library packages. Here are some resources if you would like to go deeper into the technical aspects of packages and npm:

Who can create and publish packages?

Anyone can create a package and publish it to the npm registry. You will need basic programming skills and an npm account to upload your package.

What is Component-Driven Prototyping?

As a designer, you’re probably wondering, “why do I need to know about packages and npm?” One of the things you can store in a package is a design system’s component library.

Engineers can install the design system’s component library in their project’s dependencies and write a couple of lines of code where they want these UI elements to appear. And, with UXPin Merge’s npm integration, design teams can use these components too.

merge component manager npm packages import library

UXPin Merge allows designers to import a design system from a repository for prototyping. Design teams use visual UI elements in UXPin and can move them around the canvas as any other design element created using lines and shapes. 

The only difference is Merge components have code behind them, so designers enjoy the same fidelity and functionality as engineers. With designers and engineers using the same component library, design handoffs are seamless with minimal designing or coding from scratch.

uxpin design system components states icons 2

Component-driven prototyping in UXPin allows design teams to build accurate replicas of the final product, significantly enhancing usability testing and stakeholder feedback.

There are several ways you can sync a design system to UXPin using Merge, but for this article, we’ll focus on how to publish your component library to the npm registry and import it into UXPin using the npm integration.

How to Turn Your Design System into a Package for the npm Registry

With UXPin’s new npm integration, designers can import their product’s design system into UXPin via the npm registry. If your design system doesn’t have a package, follow these steps to create one.

Step 0. Do you have a component library?

Your design system must have a coded component library to use UXPin’s npm integration–or any Merge integration. We’ve created this step-by-step guide to creating a design system if you don’t have one.

You can also host an open-source component library and edit the code to meet your product’s requirements.

Step 1. Create an npm account

If you want to keep your design system private (only visible to people you authorize), you’ll need a paid npm account. Alternatively, you can upload a public package that anyone can install and use for their projects.

Step 2. Check your npm version

Private packages must use npm version 2.7.0 or greater. You can check which version your system is running by executing the following command in your terminal:

npm -v or npm -version

You can upgrade to the latest npm version by executing the following command:

npm install npm@latest -g

Step 3. Create a package

npm’s documentation provides an 8-step process for creating and publishing a private package. It’s important to note that you must create an npm user account and create a paid npm organization to share private packages with your team.

Step 4. Test your package

You must test your package to ensure it’s bug-free by executing the following command:

npm install my-package

(replace my-package with the name of your package)

Step 5. Publish the package

Again, we recommend following npm’s documentation for publishing private packages. Once you have completed these steps, your package should be visible on the npm registry by visiting its assigned URL (usually ending with your package name):

https://npmjs.com/package/*package-name

(replacing *package-name with the name of your package)

Step 6. Import the package’s components into UXPin

Once you have completed the steps above, you can import your component library into UXPin using the npm integration. The process will be similar to importing the MUI open-source library described in this step-by-step tutorial.

Using the Merge Component Manager (MCM), you can import each component and its associated properties (defined as React props in the design system package).

Design teams can scale the design system using UXPin Patterns, allowing you to combine multiple Merge and non-Merge UI elements to create new components and templates. Engineers can convert these patterns into code and add them to the package repository, making them available for designers to import via MCM.

UXPin Merge & npm integration Resources

Here are some more resources to get you started with component-driven prototyping in UXPin.

Still wondering if Merge and the npm integration are right for your design projects? Check what you need to know about it.

Dashboards vs. Data Reports – Which is Better For Your User?

Many designers ask when trying to come up with the best way of presenting data: Are we designing a dashboard or report user interface? As with everything in product development and UX design, it depends on the user’s needs!

Understanding the difference between dashboards vs reports is crucial for presenting the right data visualization to the right people to make data-driven decisions. Some people value granularity, while others want a snapshot of key performance indicators (KPIs). 

This article defines dashboards and reports and why UI designers would prioritize one over the other. We also share some examples to demonstrate how these UIs visualize data differently.

Design fully functioning, immersive dashboard and report user interfaces with live data using UXPin Merge. Sync ready-made data visualization components to test interfaces with stakeholders and end users. Visit our Merge page to find out more and how to request access.

Reach a new level of prototyping

Design with interactive components coming from your team’s design system.

What are Dashboards?

Dashboards are user interfaces that visualize multiple data sources (or reports) through numbers, graphs, and charts–typically on one screen, but some are scrollable. A dashboard can visualize one data set theme, like users, or summarize multiple data points for a high-level business performance snapshot.

What are the Benefits of Dashboards?

The most significant benefit is that dashboards can visualize large amounts of data on a single screen. Users can instantly identify issues or successes to investigate further. 

For example, a sales executive notices a 20% revenue increase from the previous month. They can then investigate to uncover the cause of the significant bump in sales:

  • Which products performed best?
  • Was there a particular promotion responsible?
  • Which sales team generated the most revenue?

Real-time dashboards are also crucial for many industries, like manufacturing, logistics, fulfillment, and live sports analysis, to name a few. Users can monitor these real-time dashboards to respond to issues or predict outcomes.

Dashboard Examples

This sales dashboard from Barly Vallendito via Dribbble is an excellent example of a specific dataset theme (sales). The dashboard displays multiple data sets for the month, including:

  • Total sales
  • Average order value
  • Conversion rate
  • Best performing countries
  • Top selling products
  • Line graph plotting daily sales
dashboard example ui design

Datapine’s manufacturing dashboard example displays production stats for an electronics company, aggregating data from many sources. These production dashboards typically feed real-time data so companies can react to issues immediately. The “Quick Stats” section is particularly important because it tells managers about operating capacity vs. order volume.

dashboard example

The manufacturing dashboard also feeds production managers sales and return data, so they can react to what’s happening in other parts of the business. For example, if they suddenly see a spike in Laptop A10 460M sales, they can order additional parts and take precautionary measures to ensure the relevant machines run optimally.

Dashboards also appear in B2C products like this activity tracker example from Outcrowd. The dashboard displays the user’s step count, average heart rate, step comparison chart, calories, and sleep. A second dashboard allows users to see their current progress vs. their daily goals.

These comparison dashboards are common for many digital products, consumer and enterprise, because they allow users to track performance and make adjustments to meet goals and targets.

What are Reports?

Reports are comprehensive datasets from a specific time period. They are more granular than dashboards, allowing users to dive deep into the data to pinpoint trends and events.

A report can be a single page or hundreds of pages long, including data tables, graphs, charts, and other visualizations. For example, a sales report might include a chart plotting daily sales for a week with a table displaying every transaction below it. Analysts can use the chart to identify anomalies and the table to drill down into the data for an in-depth analysis.

What are the Benefits of Reports?

Reports allow users to get a deeper understanding of data and identify causes. Analysts can run reports on different data points within a set to uncover trends, issues, and opportunities.

For example, a sales report might include data about the transaction (products, prices, total cost, TAX, shipping, etc.) and customers (names, addresses, sales history, etc.). Analysts can filter and sort this sales report to understand:

  • Sales by product/category/user group
  • Best-selling products/categories
  • Average order value
  • Best-performing customer locations (city, state, country)
  • Number of returning customers
  • Popular payment methods

UX teams can use this data to understand customers better, update UX artifacts (user personas, user journey maps, etc.), and ultimately create a better user experience that aligns with the company’s business goals.

Report Examples

This report UI from Sharon Kalarikkal on Behance is a fantastic example of marketing efforts relating to revenue. Users can add or remove metrics at the top to generate custom reports.

A small visualization summarizes the data table below. The user can change the date range, filter, and sort the table for data analysis. There are also options to share, save, and export the report.

This report UI from Inflectra displays a software development project’s functional and system requirements. The report shows high-level business intelligence and allows users to drill into individual tasks via a dropdown. They can also filter, sort, and manipulate data using multiple tools.

These reports are common in project management software, allowing users to monitor projects and product roadmaps.

Ismail Hossain’s dairy inventory report is an excellent example of a report that, at first glance, looks like a dashboard. This type of report confuses many people, leading to the use of dashboard and report interchangeably.

Ismail’s UI design is classified as a report because it answers how and why–users have access to the supporting inventory data. If it were a dashboard, you wouldn’t have all the supporting data behind each metric.

Ismail’s mockup is a concept, so not all the data matches up, but it gives you a good idea of how people confuse dashboards and reports. If there were more products, the inventory would be scrollable so users could visualize all the data.

Dashboard vs. Report

Designers must understand users’ data needs to determine whether the dataset requires a dashboard or report. In most cases, users will probably need both, but understanding their needs will help prioritize the UI and menu options accordingly.

A simple way to start is to think of the key differences between dashboards vs reports is:

  • Dashboards answer whatwhat is this month’s sales and revenue?
  • Reports answer how and whyhow did we achieve those figures, and why didn’t we meet our target?

Dashboards are easy to digest, while reports are more granular, requiring users to spend more time analyzing the data. There is no “better option.” Choosing a dashboard vs. a report boils down to your users and how they want to visualize data.

When to use a Dashboard?

Dashboard designs are best for summarizing data, preferably within a single desktop view. C-suite and executive stakeholders prefer dashboards because it gives them a quick snapshot of what’s happening and whether the organization is on track to meet its goals.

Dashboard UIs are also preferable for B2C products, like automotive UIs, activity trackers, banking apps, social media apps, etc. These dashboards provide users with snapshots of their activities which they can analyze further using reports, statements, transactions, and other data lists.

When to use a Report?

Reports are best for users who want to research and analyze data. Business analysts, data scientists, marketers, finance teams, and team leaders are all business users who value granularity.

They want to know precisely what’s going on and why so they can present findings to stakeholders, measure performance, recommend strategies, and guide decision-making.

Live Data Visualizations Using UXPin Merge

Prototyping dashboards and reports in image-based design tools are restrictive, and designers battle to get meaningful, accurate results. 

Without functioning graphs, charts, data tables, and other visualizations, usability participants and stakeholders can’t interact with the prototypes as they would in the final product. Designers must rely on UX engineers or front-end devs to build code prototypes–a time-consuming and resource-hungry process!

With UXPin Merge, designers can import fully functioning data components and templates to create prototypes that look and feel like the final product. Design teams can add real data to these data components or use an API via IFTTT for live-data prototyping.

Prototyping dashboards and reports are one thing. Collaboration between designers and engineers with complex data components is another challenge altogether!

CTA Merge video

UXPin Merge facilitates smooth collaboration between designers and engineers because they work with the same component library hosted in a repository–a single source of truth bridging the gap between design and development.

Merge streamlines the design handoff process because engineers already have the components. It’s as simple as using the component library to copy the design team’s prototypes. Less friction. Faster time-to-market.

PayPal uses Merge to design, prototype, and test its internal products, which primarily feature dashboards and reports. Product teams can build a one-page UI in under ten minutes–8X faster than experienced designers could previously using popular image-based design tools.

If Merge can achieve these results for a multinational giant like PayPal, imagine what it could do to scale your design operations and processes!

Visit our Merge page for more details and how to request access to this revolutionary UX design technology.

Web Accessibility Checklist – 28 Points You Must Comply With

Web accessibility checklist

There are loads of web accessibility guidelines designers and engineers must follow when designing a website or application. It can be overwhelming to digest them all or know when to use the different levels. 

This article simplifies the official web content accessibility guidelines with a web accessibility checklist for designers. We also explain the difference between WCAG 1.0 and 2.0 and the different levels (A, AA, and AAA).

With built-in accessibility features, designers never have to leave UXPin to test UIs for contrast and color blindness. Sign up for a free trial to discover the ease of accessible websites and apps with UXPin.

What is the Purpose of an Accessibility Checklist?

A web accessibility checklist provides designers and engineers with a list of considerations for designing a website for people with disabilities and assistive technology.

Team members can reference the checklist against designs and code to ensure they meet Web Content Accessibility Guidelines (WCAG).

accessibility

What is the Difference Between WCAG 2.0 and WCAG 1.0?

The Web Content Accessibility Guidelines (WCAG) must update and evolve with technology. Each update adds new guidelines that align with new devices.

Aside from the guidelines, there are also two iterations of the WCAG system. The first iteration, WCAG 1.0, used guidelines and checkpoints with priority 1, 2, or 3

In 2008, WCAG 2.0 changed from checkpoints to level success criteria. The system we currently work with has:

  • Four design principles
  • Multiple guidelines within each principle
  • Testable success criteria levels A, AA, or AAA for each guideline

According to official documentation, WCAG 2.0 provides several key improvements:

  • Applies to more varieties of technologies and devices
  • Designed to evolve with future technologies
  • Requirements are easier to test with automated testing methods & human evaluation
  • Input and collaboration from the international community
  • Improved support material and documentation to make guidelines easier to follow and implement

Check out the official WCAG 2.0 presentations for more details.

3 Success Criteria Levels of Accessibility Compliance

WCAG 2.0 introduced three success criteria levels (or levels of conformance) to evaluate each guideline based on the product’s intended purpose and target audience.

  • Level A – Basic
  • Level AA – Acceptable
  • Level AAA – Optimal

WCAG Level A

Level A ensures websites meet the bare minimum accessibility standards. Level A compliance addresses core issues and elements to make websites more accessible, like responsive design, non-text alternatives (icons), keyboard navigation, and video captions, to name a few.

WCAG Level AA

Level AA covers a broader range of UI elements and best practices to ensure everyone can use your website. Most government websites worldwide require WCAG Level AA so that everyone in the population can access public content and services.

The idea is that able-bodied users and those with disabilities can digest content and complete tasks with a comparable user experience, functionality, and efficiency.

Some Level AA requirements include:

  • color contrast ratio (i.e., 4.5:1)
  • Alt text for images and icons
  • Navigation for all technologies
  • Accurate form field labels
  • Properly structured heading tags
  • Variable text size functionality
  • Assistive technology-specific requirements.

WCAG Level AAA

Level AAA is the highest conformance level, ensuring the maximum number of users can navigate your website and digest its content. As the Web Accessibility Initiative (W3C) notes on its website, “It is not recommended that Level AAA conformance be required as a general policy for entire sites because it is not possible to satisfy all Level AAA Success Criteria for some content.”

Designers should use Level AAA if the website or content caters to a specialized audience. The guidelines for Level AAA impact styling significantly (color contrast 7:1) and require sign language interpretation for audio and video.

Website Accessibility Checklist for Designers

We’ve selected the most important WACG guidelines for designers. These guidelines apply to visual elements, but these often relate to HTML elements, so designers and engineers must collaborate on accessibility. You can find the complete list of Web Content Accessibility Guidelines 2.0 on the official W3C website.

Content

  • Use descriptive link labels (Level A) – buttons and links must provide users with context. For example, a button that says “Click Here” is meaningless and might be misleading. See Info & Relationships SC 1.3.1.
  • Lower secondary reading level (Level AAA) – text must be in “plain language” free of jargon, idioms, slang, metaphors, sarcasm, and other complicated terms, ideally at an 8th-grade reading level. See Reading Level SC 3.1.5.
  • Text formatting (Level AAA) – text must not be justified (aligned left or right according to the language) with the ability to resize up to 200% without assistive technologies. Users must also have control over the foreground and background colors–i.e., dark/light mode switching. See Visual Presentation SC 1.4.8.
  • Test designs on specialized screens & devices (Level A) – visually impaired users use high contrast or inverted color modes. It’s important to test how content performs under these conditions. See Use of Color SC 1.4.1.

Page Titles, Headings, & Labels

testing user behavior prototype interaction

See Headings and Labels SC 2.4.6. The following guidelines have a Level AA conformance.

  • One H1 tag per page – the H1 header tag must describe what the overall webpage or article is about.
  • Structure headings in a logical sequence – nested headings must follow the conventional order of H1, H2, H3, H4, H5, and H6. For example, you would never have an H2 followed by an H4 and then an H3. You should never skip a header tag either, like going from an H2 to H4 instead of H2, H3, and then H4.
  • Headings and labels must describe a topic or purpose – headings and labels help users, and assistive technologies, like screen readers, find and digest content easier.

Images

See Non-text Content SC 1.1.1. The following guidelines have a Level A conformance.

  • Non-text content must have a text alternative – images, icons, etc., must have descriptive alt text or a text alternative. Furthermore, if the image has text, this must be included in the alt text.
  • CAPTCHA – websites must provide alternative confirmation methods when using CAPTCHA, like human verification or text-based authentication, for example.
  • Decorative non-text content – alt text for images and media that are purely decorative must use “null” so that assistive technologies ignore this content.
  • Text alternatives for graphical representations – Graphs, charts, and other graphics must include text alternatives so assistive technologies can read them.

Lists

See Info and Relationships 1.3.1. The following guidelines have a Level A conformance.

  • Choose the appropriate HTML markup – lists must use ol, ul, or dl syntax relating to the content and have a list’s appearance (or structure) so as not to confuse users.

Controls

Controls include all navigable UI elements like links and buttons.

testing user behavior pick choose 1
  • Opening a new tab or window warning (Level A) – users must know if a button or link opens a new window or tab using text or an icon. People with cognitive disabilities often get disorientated when a new tab/window opens unannounced. See On Focus SC 3.2.1.
  • Focus states (Level A) – controls must have focus (or hover) states, so users (including those with assistive technologies) know when they’ve selected a link or button to activate. See Focus Visible SC 2.4.7.
  • Make links recognizable (Level A) – designers must use a combination of color and underline styling so users can quickly identify links. See Use of Color SC 1.4.1.
  • Use “skip links” (Level A) – skip links allow assistive technologies and keyboard users to bypass navigational menus and other blocks to jump straight to a web page’s content. See Bypass Blocks SC 2.4.1.

Forms

  • Form labels (Level A) – designers must label every input for visual reference and use the HTML ‘label’ tag for assistive technologies. See On Input SC 3.2.2.
  • Error messages (Level A) – place error messages above the corresponding input field with clear instructions for users to fix the problem. See Error Identification SC 3.3.1.
  • Message states (Level A) – don’t rely solely on color for error, warning, and success message states. Adding an icon or text can help visually impaired users identify the type of error state. See Use of Color SC 1.4.1.

Multimedia

camera video play

Color Contrast

  • Test color contrast for text (Level AA) – use a contrast checker and color blindness tester to ensure visually impaired users can read body text and UI elements. See Contrast (Minimum) SC 1.4.3
  • Text contrast for non-text (Level AA) – non-text elements like icons, form inputs, etc., must be distinguishable for visually impaired users. See Non-text Contrast 1.4.11.

Mobile and Touch

  • Avoid horizontal scroll on mobile (Level AA) – horizontal scroll can be difficult (or impossible) for users with hand or finger disabilities. W3C provides guidelines for horizontal and vertical scrolling. See Reflow SC 1.4.10.
  • Website orientation (Level AA) – websites must be visible in any orientation for mobile and tablet devices. See Orientation 1.3.4.
  • Ensure adequate target sizing (Level AA) – there’s nothing more frustrating than not being able to activate a link or hitting the wrong one because they’re too close together–test targets with a wide range of hand and stylus sizes. See Target Size SC 2.5.5.

Extra Web Accessibility Resources

Web accessibility can seem overwhelming at first, but there are many helpful resources to help find and test your user interfaces.

Streamline your web accessibility testing with UXPin’s build accessibility tools, including a contrast checker and color blindness simulator. Sign up for a free trial to discover how code-based design can enhance your prototyping and testing to deliver more inclusive user experiences.

Automotive UX UI Basics – Designing Car Interfaces

Designing Car Interfaces 1

Automotive UX is one of the most rapidly evolving and exciting user experience disciplines. It requires designers to shift their thinking from keeping users engaged to designing for safety.

This article explores the exciting world of automotive UX and six key challenges designers must overcome to deliver safe yet enjoyable driving experiences.

Design, prototype, test, and iterate at a higher fidelity with greater functionality for accurate, meaningful results. Visit the UXPin Merge page to discover how component-driven prototyping can enhance your UX projects to deliver better user experiences for your customers.

What is Automotive UX? 

Automotive UX is user experience design for the automotive industry. As more parts of a vehicle’s interior get digitized with car interfaces for control, so does the demand to make these UIs user-friendly and intuitive.

Touch screens are replacing knobs and dials in most cars, including gas and electric vehicles. Many cars also have voice user interfaces (VUI) which require careful UX design to ensure they’re safe and user-friendly.

UX UI Design Role in the Driving Experience

As cars evolve, so do user needs regarding the driving experience. Drivers no longer want to get from A to B; they want features that enhance the journey to make it more enjoyable–especially in cities where people spend hours commuting morning and evening.

Some features that enhance the driving experience include:

  • Driver assistance systems
  • Self-driving/autopilot systems
  • Navigation
  • Technical diagnostics
  • In-vehicle infotainment systems (audio & video)
  • Climate and comfort control systems
  • Device connectivity (integrating phones, tablets, watches, laptops, etc.)

As people move away from car ownership to micro rentals (hourly or A-to-B car hire), we’ll likely see dedicated apps installed on the car’s touchscreen so users can start and end rides.

Ultimately, cars will become another Internet of things (IoT) gadget that integrates with a network of devices rather than a stand-alone mode of transport.

6 Car UX Design Challenges for Designers

1. Car Touchscreen Design

Dashboard touchscreens are likely the first UI that comes to mind when you think about automotive UX. The most famous is Tesla’s large center console touchscreens that control every aspect of the vehicle’s features, infotainment, and diagnostics.

Tesla car UI design

Automakers also mount these in the steering wheel dash for drivers and rear headrests for passengers.

Tesla car UI design

The first challenge UX designers must overcome is the design mindset. Traditional UX design looks for ways to keep users engaged, whereas automotive UX must achieve the opposite and keep drivers focused on the road.

Car user interfaces must be clean and minimal with large text, toggles, and buttons so users can use them with no more than a glance. UX designers must work with interior automotive design teams to match the user experience to the driver’s reach, line of sight, left vs. right-hand drive, etc.–all elements that could impact driver safety.

2. Infotainment Systems

Behind these touchscreens are infotainment systems, providing details about the vehicle and journey as well as entertainment, including music, radio (analog and digital), cameras, device connectivity, audiobooks, video streaming, weather, and more.

In cars with multiple touchscreens, front and back, UX designers must think about the user experience for each differently. It’s essential to display vehicle and journey information for drivers, but backseat passengers have different priorities, like being entertained during their trip.

These differences mean design teams must decide which infotainment features are available to drivers and passengers, what the priorities are, and the impacts on navigation and information architecture. Designers also have to consider safety–should drivers or any front screens have access to video streaming that could distract from the road?

3. Balancing Personalized User Experience With Shared Mobility

Every driver has a preference for seat position, mirror angles, and stereo setup. Car interfaces add another dimension of personalization, which can get complicated with shared mobility.

Getting a seat in the correct position is relatively simple, but what about the screen’s primary view preference, device connectivity, climate control, navigation, and infotainment?–all of which take time to set up.

team collaboration talk communication ideas messsages

UX designers must look at ways to personalize the driving experience while building features to accommodate multiple users. Creating user profiles is a good solution, but what about car-sharing services and rentals? Downloading these settings from a smartphone or smartwatch might be a better option, where the car sets everything up as soon as it connects to the driver’s device.

4. Safety Features

Safety is the foundation for every automotive UX design decision. Instead of capturing the user’s attention, the goal is to design UIs and present data a driver can consume with a glance.

UX designers must collaborate with automotive design teams to understand safety systems and how to present these to the driver, for example:

  • Lane assist–changing lanes and alerting drivers when they’re straying
  • Environmental sensors–telling drivers when they’re too close to other cars and objects
  • Speed warnings
  • Seatbelt notifications

Designers must also consider which user interactions promote safety and in which situations. For example, voice commands might be the best option while driving, or the driver can use a swipe gesture to change displays without taking their eyes off the road. 

5. Driving Assistance

Advanced driver assistance systems (ADAS) are standard in most high-end vehicles nowadays, but simplified versions are slowly making their way into midrange and budget cars. These systems can perform simple tasks, like alerting you when you drift out of your lane to full autopilot–as we see with the Tesla range–complete with multiple sensors and cameras.

Paul Schouten, a UX Designer at TomTom, points out, “All these sensors create a lot of contextual data! What can we possibly do with all this data?”

A Telsa can drive itself with all this data, but what if the driver has control and the vehicle’s systems detect a potential accident? While engineers focus on developing AI systems that avert accidents, UX designers must decide how they interact with the driver safely.

To do this successfully, designers must have a deep understanding of the Human-Machine Interface (HMI) and how interaction design impacts the driving experience and safety.

6. Designing From Scratch

One of the biggest automotive UX challenges is that designers must design from scratch for every model. Screens, buttons, features, dials, locations, and even operating systems often change with each release, so designers must rethink their designs from the ground up each year–significantly more challenging than going from iPhone 12 to 13!

Designers must also consider more screen sizes and viewports. Most vehicles use custom-fitted screens but also offer mobile apps that control the car’s system and features. They must prioritize features, layouts, and information architecture differently for in-vehicle and external applications–each with the potential to change annually!

design prototyping collaboration interaction

Cars also stay on the road much longer than people keep mobile devices. For example, Apple released the iPhone 5 in 2012, but you’ll be hard-pressed to find someone still using one in 2022. Conversely, many people drive cars 10, 20, or even 50+ years old.

While this isn’t an issue for cars built 50 years ago, newer models with touchscreens and other technology must be maintained and updated. UX designers must constantly innovate for new models while future-proofing designs to maintain older systems.

Faster Prototyping With UXPin Merge

Keeping up with the fast-paced automotive industry means designers must prototype, test, and iterate faster and with a higher degree of accuracy. With limited time, they also need better cross-functional collaboration and fewer errors.

UXPin Merge allows you to sync a design system hosted in a repository with UXPin’s design editor, so the entire product development team uses the same components. Any changes to the repository automatically sync to UXPin, notifying designers of the update.

With UXPin’s Version Control, designers can switch to an older version of the design system, perfect for maintaining older products–like the infotainment system for a 2019 car.

Scale Faster Prototyping With Patterns

One of the challenges with maintaining a design system is promoting new patterns and waiting for engineers to code them.

With UXPin Patterns, design teams can omit the development phase and begin prototyping with new patterns immediately. They can also save different component/UI states as patterns, allowing them to make quick changes during testing to iterate faster.

Smoother Design Handoffs

Design handoffs in Merge are smoother and faster because designers and engineers use the exact same component library. 

Nick Elliott, Design System Product Owner and Regional Head of Product Design at Iress, describes this as stage 4 design system maturity, featuring:

  • Design in (no) code
  • No design drift
  • Consistent design
  • Seamless (no) handover

The most significant benefit for organizations–faster time-to-market. A crucial factor for the fast-paced automotive industry.

Meaningful Feedback

Better prototypes result in meaningful, actionable feedback from usability testing and stakeholders. With a library of ready-made components, designers can make quick changes, test, and iterate faster.

“It’s been so helpful for us to have these high-fidelity prototypes built with UXPin. We build high-fidelity prototypes much quicker, and we get immediate feedback after the session. If there’s something we can fix immediately, we make that change before the next participant and get feedback much faster than before.”  Erica Rider, Senior Manager for UX – Developer tools and platform experience at PayPal.

Face-paced automotive UX requires a rapid prototyping solution. UXPin Merge gives product development teams a platform to streamline the design process and deliver projects faster with higher quality and accuracy. Visit the UXPin Merge page to learn more and how to request access to this revolutionary technology.

How to Manage Design Teams (Effectively)?

How to manage design teams

Design leadership isn’t about micromanaging every little step. Rather, a good design leader is able to provide impactful direction for their team. How exactly does a design leader encourage a positive and meaningful product design work environment?

Let’s start by taking a look at the key steps to take for managing a design team successfully and what to avoid when building a cohesive team.

If you’re looking for a prototyping tool that will help your team to optimize their workflow and communicate better, we have something for you. Try UXPin Merge, a powerful technology that makes your team achieve a higher level of design maturity in no time. Read more about UXPin Merge.

Reach a new level of prototyping

Design with interactive components coming from your team’s design system.

Start with a design department audit

Just like you start with auditing UX design, look back at your design team goals. Having a roadmap in place will help you more clearly see what you need to achieve in regard to design goals at your organization. This roadmap will help you get there with fewer bumps in the road.

Your next step will be to audit your design team structure as a whole. You’ll want to take inventory of who you have on your team and confirm what their strengths and weaknesses are. Taking stock of these things is helpful to see if you have enough team members with the appropriate skills needed to achieve company goals.

Team meetings are an excellent way to gain a deeper understanding of your team as a whole. Furthermore, a design team audit will go a long way in determining how well overall day-to-day operations will go. 

search looking glass

Auditing will help crystalize your team structure and will help to specify the role of all team members and the capacities in which they are expected to complete their roles. Clarity helps give everyone a higher sense of purpose and consistently set them to task without confusion or hold-ups.

Identify and acknowledge your wrongdoings 

As a design team leader, you’ll need to apply an honest mindset when managing your team. Inherent assumptions and old assumptions are par for the course when working in a leadership role, however, external output is extremely valuable when working in a close team atmosphere.

Don’t be afraid to ask for external input in the form of team member feedback. This could be an anonymous survey or an all-hands call to gather information from those you work with every day.

process problems error mistake

While it can be tough to hear difficult feedback, taking direct note of such input will only help strengthen your team as a whole. Poor leadership manifests in a variety of different ways. Maybe your team has expressed that you repeatedly fail to set clear goals for the team or perhaps you tend to micromanage employees.

Whatever the shortcoming may be, be willing to identify and acknowledge where you can use a little work as a design lead. No one is perfect, you and your team members included.

Write a plan on what needs to be done

Equally as important to a successful team as improving leadership style and making a plan are the factors related to project management. This goes hand-in-hand with design audits. Questions you’ll want to take stock of: Do you need to hire more people? If so, can you tell which skill gaps in your current team structure need to be filled? 

An adjacent item would be to run a skills gap assessment. Ask your team members what skills they feel good at. By requesting directly, you’ll likely find skills that weren’t readily apparent or might come in handy for future design projects.

During any one-on-one or group meetings with your team members, you can ask them about the skills they’re determined to develop. This will help you plan out how their desired career path can integrate with the competencies of your design team as a whole. Offer ways for your team members to hone and develop their skills in order to close any skill gaps. 

task documentation data

During the planning stage, it’s important to note if you’re successfully building the design team during the recruitment and hiring process. Take note of any areas in which you might be falling behind. Ask yourself:

  • Are you seeing a high candidate drop-off rate? 
  • Do your new team members continue to ask repetitive questions during the onboarding process? 

Consider these questions and other potential improvement areas such as task distribution, management of workload, and consistent performance. 

Decide how you will measure the results

Once you’ve taken stock of these items and implemented specific changes, you’ll want a solid plan as to how you’ll be evaluating said implementations. You’ll need it to measure whether or not the changes you’ve implemented have been successful. 

When assessing the overall success of your results, ask yourself:

  • Did you solve the problem? – Design isn’t simply graphics and color palettes. At its core, it’s all about facilitating interactions and problem-solving through creative channels. If you identified a real problem (such as poor employee retention) and provided a better solution (more open communication and feedback) then you can count that as a success.
  • Did you improve the process? – Design doesn’t always have to be about supplementation. Rather, you might identify steps that were redundant and unhelpful during your research. Good design leadership might also mean cutting down or taking away what isn’t working. If you made a process more efficient through various channels of development, then congratulations, pat yourself on the back. Another success!
  • Did you open yourself for feedback? – Design success is just about the personal growth of employees and management alike. This can be shown through effective communication. A difficult skill to master, accepting feedback and open communication is one that every good leader should have. Shelve your pride and open yourself up to honest feedback. You and your team will all be better for it. 

The recommended measurement methods will depend on the specific area you’re planning to improve. For example, if you were hoping to measure your own design leadership qualities, you could run a quantitative survey like an employee Net Promoter Score which is a metric that helps gauge how employees feel about the place at which they work.

team collaboration talk communication ideas messsages

Running surveys like this allows you to see how your score has changed over the course of three or six months. This is simply one avenue you can take but it is a common way to look at employee satisfaction.

For example, perhaps you want to improve your team member retention rates and avoid employee turnover. After taking the necessary steps needed for proper employee retention, you can measure how the average tenure has changed since the implementation of certain action items.

Or maybe you’d like to measure the number of tasks your team was able to successfully complete within a 2-week timeframe, you can compare these metrics on a bi-monthly basis. Measurements can be approached through Fibonacci sequence points which provide a realistic way to approach a variety of influencing factors.

Start transformation processes 

Now you’re able to start streamlining how design teams work. Encapsulating the above steps and implementing them might look as follows:

  • 1-on-1 meetings: holding one-on-one meetings are a great way for team lead and team members reports to connect individually on pressing issues and develop strong relationships. They also help ensure that employees feel like they’re valued contributors of product teams and that they are working successfully toward goals as well as improving their skill set. One-on-ones should not be used as status updates, rather, they should serve as a platform to give regular feedback and foster career growth and learning new skills.
  • Daily standups: whether you call them daily stand-ups or team huddles, the idea is the same. You want your entire team to feel informed and connected. This helps measure progress, highlight necessary areas of improvement or outstanding issues, and where the team stands in terms of work completed. 
  • Team building activities: a variety of activities exist to help build morale and spark teamwork. They’re helpful exercises for bringing communication to the forefront and allowing a free flow of product team collaboration and an encouraging the best work atmosphere. This is especially valuable for remote or distributed teams where physical office interactions are limited. In such cases, many leaders also choose to get a virtual office—not only for mail handling and a professional business address but also to offer access to meeting spaces, receptionist services, or simply to build credibility in new markets. Team building helps product managers and employees alike learn more about each other outside of a traditional workplace setting. Your activity might be something fun and engaging like an escape room or a day at the golf course. 

Growth and collaboration are crucial to a team’s success. As outlined in the first pillar of our DesignOps eBook, the well-being of a team of designers should be at the forefront of your management plan. The above steps are simply a few suggestions that can help your team thrive and feel cared for.

Don’t miss out on the power of iterations

Growth isn’t a linear process. Remember to check in with the members of your team on a regular basis. This will help you see what seems to be working and what techniques haven’t quite landed. Allowing you to pivot from there. 

lo fi pencil

Again, ask your team members for honest feedback. This can be done either during face-to-face meetings or in a survey. Fostering an openly communicative environment is ideal for a well-running design process and product development workflows. Employees that feel noticed ultimately feel valued. Remember to focus on clear points of action, rather than generalities. Drill down to specifics and everyone will be better for it.

If you decide to go the survey route, make sure not to overdo the frequency. Firstly, the time frame in which you’ve gathered data might be too short to draw relevant conclusions. Secondly, you don’t want to ask team members to evaluate your decisions on a frequent basis, as it could come across that you’re unsure of your design leadership capabilities. Be sure of the direction you’re taking as a design lead and your team will appreciate it.

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Iterate and experiment with improvements to your team collaboration and design team management methods. Remember: proper design team management is a marathon, not a sprint. Cultivating a good team takes trial and error.

Lead your team to success

The first pillar of design operations deals with the core of a good business: people. If you want to support your people, you need the right tech stack for the job.

UXPin Merge is such technology. It allows your team to bring your devs’ interactive components to the design editor and build prototypes that are easily understood by stakeholders, product managers, and above all else, developers. Bridge communication gap and strengthen the workflow in your organization. Read more about UXPin Merge.

Design System Glossary – 34 Powerful Terms You Should Know

Design system glossary

Design systems can be very confusing and complicated if you don’t fully understand the terminology associated with them. It’s important for designers and developers alike to be on the same page for the most effective communication efforts. 

For this reason, we have comprised some key terms along with associated applications and examples to provide a clearer understanding of design systems.

UXPin helps you build interactive prototypes and manage design systems like no other prototyping tool in the market. Build consistent interfaces 10x faster and speed up development that stays in line with your designs. Manage a complete library of interactive elements in UXPin Merge. Find out more about it.

Design System 

Definition: A design system is a set of standards, best practices, components, and rules that define a design project’s approach to creating websites in a certain style or brand identity. A style guide, for example, is often included as part of the design system. A pattern library of samples and the real assets – fonts, images, CSS frameworks, JavaScript libraries, and so on – all components needed to complete the final product.

Application: Front-end developers and designers use these to replicate designs through pre designed components and elements. The elements can be repeated and reused, which saves teams a ton of extra time. By including guidelines within these systems, some entry-level designers may find them as useful educational references.

Examples: Google Material Design, Atlassian Design System, and other design system examples.

Related resources:

Components 

Definition: Components are the building blocks of a design system. They can be small (e.g., buttons, icons) or large (e.g., navigation systems, carousels). A core aspect of components is that they’re designed to be as simple yet as flexible as possible so that they can be used in multiple instances.

Application: Companies use/reuse components to create patterns within their systems and to improve user experiences. Overall, components improve the quality and effectiveness of workflows. Many design systems will have component libraries that help designers and developers share UI elements that have interactivity and responsiveness build into them. 

Examples: buttons, footer, carousel, etc.

Related resources:

Design System Principles 

Definition: A design system requires a governing model that acts as a set of rules. These are required to manage all components within a project. They might pertain to visual design (e.g., animation, colors, typeface) or refer to a more complicated aspect of a project, like the personality or style of the branding or writing.

Application: These act as guidance for decision-making processes through preset standards to be followed throughout a design system. They help keep design teams on track and moving in a consistent direction. Teams commonly follow them for advice on how to achieve goals. An effective foundation will provide a clear framework for the team’s ideal system. 

Related resources:

Single Source of Truth

Definition: A single source of truth is a reference point between designers and developers that help them make their product consistent. Design systems, or particularly component libraries serve as a great single source of truth that product designers, product managers, and devlopers can use when building products.

Application: Teams that struggle with removing silos, front-end UI debt or misalignment can develop a single source of truth as the first attempt to bring the whole team closer. They start with building coded UI component library that they can share across the whole product development process. 

Related resources:

Prototypes 

Definition: A prototype refers to a sample version of a product (or its specific aspect), used by designers to test the solution out before launch. It is used to test or de-risk ideas, simulate the final product, address any assumptions, and eliminate concerns towards any other elements of its conception quickly and inexpensively. This allows the designer/s to work on the project, making modifications or adjustments in direction on the end goal if necessary.

Application: Designers will commonly use prototypes to test their product and gain user feedback during an initial trial period prior to an official launch taking place. This helps them save money by testing the product for inefficiencies, which saves time and resources in the long run. 

Examples: high-fidelity prototypes vs. low-fidelity prototypes, mockups

Related resources:

Component Library 

Definition: A component library is a collection of UI components that can be reused across multiple projects. It typically includes code, documentation, and guidelines on how and when to use each component.

Application: Component libraries help ensure effective communication and collaboration between teams. They provide a quick access point for reference guides and stored, reusable components. Front-end developers can use these to help reduce cross-browser and cross-device incompatibility. In addition, component libraries eliminate the need to convert design to code, which lowers code duplication. 

Examples: MUI component library, Ant Design component library, Bootstrap component library,

Related resources:

Material Design 

Definition: Material Design is a visual language that Google developed in 2014. It’s based on the principles of how materials exist and interact in the physical world. Many companies have since adopted Material Design as their design system of choice.

The language aids in the development of digital experiences for platforms like Android OS, iOS, Flutter, and websites. The structure makes the technique for creating components such as grid-based layouts, animations and transitions, padding, responsive compositions, dimensional depth effects, and more straightforward.

Application: Material Design is used by designers to optimize the user experience through 3D effects and lighting/animation features in GUIs. The approach helps eliminate confusion among users and provides consistency. For designs, it’s a key feature for animations and getting feedback on graphics. 

Related resources:

Design Language 

Definition: A design language is a set of rules, guidelines, and best practices that govern the design of a product. A strong design language will make a product more consistent, cohesive, and easy to use. It also defines the overall visual identity of a brand.

Application: Design language helps teams follow a specific set of rules and methodologies. It makes the design process run smoothly without inconsistencies or unnecessary confusion. By creating a set of standards to follow, users can feel more comfortable navigating designs that feel familiar to them. 

Example: Apple’s human interface guidelines are a design language that governs the design of all their products.

Usability 

Definition: Usability measures how easy it is for users to accomplish their goals when using a product. A product with good usability is tested through five criteria – learnability (i.e., a soft learning curve), efficiency, satisfaction (how satisfied users are after interacting with it), memorability, and the number of errors users make.

screens process lo fi to hi fi mobile 1

Application: Usability helps designers and developers measure how well they are adhering to the needs of their users. It is an approach that assesses the effectiveness, efficiency, and appropriateness of a system and helps to identify how easily users will be able to solve any potential problems on their own. 

Related terms:

Typography 

Definition: Typography refers to the practice of arranging type (letters and text) to ensure the copy is clear, aesthetically attractive, and supports the content and design. Variables within typography include font size and style, as well as spacing and the length of copy on a line and page. 

Good typography should be invisible—the user should be able to focus on the content, not the typeface.

Application: Good typography carries a myriad of benefits for designers and developers. It is perhaps one of the most important elements of a design system and helps communicate things like tone, sentiment, and the overall message. Typography will typically be used to draw a reader in while providing legibility. 

Related resources:

Icons

Definition: Icons are visual symbols that represent a concept, action, or object. They can be used to help users navigate a product or to provide additional information about a particular element on the screen.

Application: Designers use icons to help users quickly navigate through a system with graphical representations. Icons are a great tool because they help free up space for other things since they’re typically quite small. They’re also an ideal tool for marketing efforts to add visual appeal. 

Examples: Material Design Icons

Related terms:

Spacing 

Definition: Spacing is the use of empty space to separate elements on a page. Good spacing can make a product more legible and easier to use. Spacing can be implemented across all aspects of a product, from the margins and gutters to the spacing between lines of text.

lo fi prototyping wireframe 1

Application: Clear and concise spacing helps developers and designers maintain an aesthetically pleasing atmosphere for users. Spacing is typically very deliberate in the way that it is placed throughout a system. It allows for things like optimal readability, consistency, and harmony across a design system. 

Grids

Definition: Grids are a system for organizing content on a page. They can be used to create structure and hierarchy or to divide a page into sections. Grids can be implemented in various ways, from simple columns to more complex multi-column layouts.

Application: Grids help designers develop a user-friendly system that’s low-cost and provides consistency across multiple devices. Grids are typically designed in one spot then reproduced in other areas of a design system. Overall, they’re a great tool for designers to use for organizing information and providing precision.

Style Guide 

Definition: A style guide is a document that outlines the rules and guidelines for the design of a product. It includes information on typography, color, iconography, and more. A style guide is an essential tool for maintaining consistency across a product. It’s a must-have if you’re working on a design system. 

Application: Style guides are generally used for entire teams to work together more cohesively. It allows designers, project managers, and developers to stay on the same page with project expectations. In addition, teams can utilize style guides to quickly transition new hires and get them up to speed with a particular project. 

Examples: WIx Style Guide

Related resources

UI Kit 

Definition: A UI Kit is a collection of graphical user interface (GUI) elements that can be reused in digital products. A UI Kit typically includes buttons, icons, input fields, and other basic elements that can be used to build user interfaces.

UI kits usually come from companies or design teams who want to share their work with others. They can be a great starting point for new projects or a way to speed up the development of an existing project.

Application: Most commonly, UI kits have two primary uses, which include prototyping and mobile and website design. They’re especially useful for rapid prototyping where design functions are shared with developers, stakeholders and designers while a design is still in production. UI kits are especially useful for designers with no coding experience. 

Examples: Apple UI Design Kit, Microsoft UWP

Related resources:

UI Patterns 

Definition: Patterns are recurring solutions to common problems. They can be used to solve design challenges in a variety of ways, from layout to interaction. Within most design projects, patterns will be used to help with the structure and flow of the product.

scaling prototyping

Application:  Patterns are commonly used for better consistency and for saving time by helping a team run more efficiently. By producing design patterns that are familiar to users, a team’s message and overall goal can be better focused on. Patterns make coming to decisions much easier due to the predictability that they bring. 

Examples: color, font, navigation patterns, control patterns, interactions 

Related resources:

Properties 

Definition: Properties are the characteristics of an element that define its appearance and behavior. In CSS, for example, properties include things like color, font size, and margin. In HTML, this could be used to make an element bold, italic, or a certain color.

Application: Some designers can find benefits from visual properties such as image-rendering, drop-shadows, border-radius cascading style sheets (CSS), or linear gradient to help improve design tasks. They might also use properties (like bold or italics) to emphasize a set of text, so users can quickly identify keywords. 

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Pilot

Definition: ​​A pilot is a miniature, self-contained version of a larger project. Pilots are often used to test new ideas or approaches before investing in a full-scale implementation.

They can be a great way to get feedback on a design system before committing to a full rollout and will typically be used by a smaller team or group of users.

Application: A developer might put together a testing group for a new video game that has yet to be released. They will allow the group to offer feedback for the game and offer any helpful suggestions for improvements. Pilot projects are a great way to identify mistakes and mitigate risk prior to an official launch.

Tokens and Variables 

Definition: Tokens and variables are used to store values that can be reused throughout a product. In CSS, for example, variables can be used to store colors, sizes, and spacing values. Tokens and variables can be a great way to maintain consistency across a product.

They can also make it easier to make changes to a product since you can update the values in one place and have those changes propagate throughout the solution.

Application: Tokens and variables are helpful for designers who are looking to make an update to their system or put together an entirely new project. They’re also helpful for maintaining future updates and managing a system that spreads across multiple platforms. For those using Material Design, tokens are optimal for features like dynamic color.

Related terms:

Classes 

Definition: Classes are used to group elements together. HTML elements, for instance, can be grouped together by their class attribute. Classes can be used to create reusable components or to apply styles to multiple elements.

You could create a class for all of the buttons on your site. This would allow you to style all of the buttons in the same way and make it easy to update the styling if you want to change it in the future.

Application: By classifying certain elements on a site, designers can ensure that similar tasks are simplified in the future. This, in turn, saves time by making future updates quicker. In design software, designers can quickly group elements through a keyboard shortcut to optimize future processes. 

Binding 

Definition: Binding is the process of connecting an element to data. In HTML elements can be bound to data using the data-* attributes. This allows the element to display the data in a specific way.

Binding is a powerful way to create dynamic and interactive user interfaces. It can be used to build things like data tables, form controls, and charts.

code design developer

Application: Binding is commonly useful by front-end developers to link components to variables. This can also be done by linking variables to components, which is also referred to as to-way-data-binding. Some developers will use binding techniques to link a user interface and the data that it shows.

Related resources:

Slots 

Definition: Slots are used to insert content into a component. They are a great way to reuse components and to make sure that your content is always up-to-date. Among others, by using slots you could create a slot for your site’s navigation and insert the latest links into it whenever the content is updated.

Application: Slot components help product designers by customizing certain components to save time with their designs. They help reduce the complexity of projects in order to make them more flexible. Many choose customized design system libraries with slot components, for example.

Related resources:

Events 

Definition: Events are used to trigger actions in a product. HTML elements, for instance, can be given event attributes that will cause them to respond to user input. They are a powerful way to create interactive user interfaces and be used to trigger things like modals, forms, and navigation.

Application: Events have a variety of applications, such as marking the start and end of a visitor session, obtaining visitor profile data, and changing a visitor audience level. Many applications allow users to access an events summary via a system dashboard. This report can usually be filtered to show most relevant data. 

Framework 

Definition: A framework is a collection of code that can be reused to build software products. They can include aspects of a project like libraries, tools, and best practices.

Frameworks can be a great way to speed up the development of a product. They can also make it easier to maintain a product over time. They are helpful for both small projects and large enterprise applications.

collaboration team prototyping

Application: Teams will commonly use frameworks to facilitate an in-depth analysis of certain issues and come up with a plan of how to take prompt action. Frameworks are an important part of any design system because they allow users to identify new insights at any given point in a design process. 

Related terms: 

Reference Site

Definition: A reference site is a website that provides information about a specific topic. You can use it to learn about new technologies or to find solutions to common problems.

Reference sites can be a great way to get started with a new technology or to troubleshoot an issue. They can also be an excellent resource for finding more information about a topic.

When designing a product or service, most teams will develop a reference site to ensure that everyone is using the same terminology, components, and processes.

Application: Reference sites are usually the first touchpoint for someone looking for a specific design system. These are posted by teams to make important information accessible in one centralized location. These generally include a component library along with a set of guidelines.

Design System Governance 

Definition: Design system governance is the process of managing and maintaining a design system. This includes things like setting up standards, creating documentation, and enforcing rules.

Application: Design system governance is important for preparing a system for change. It ensures that everyone is following the same standards. Governance is key to managing requests and keeping track of decisions. For this reason, many teams use it for better collaboration efforts and contributions. 

Related resources:

Design System Graveyard 

Definition: A design system graveyard is a collection of abandoned or outdated design systems. This can be a great resource for learning what not to do when creating a design system. When a design system is no longer being used or maintained, it is said to have been “put to rest” in the design system graveyard. This is usually because the product or service that it was created for has been discontinued or because the team has moved on to a new system.

design system 2

Application: Designers and Developers can benefit from the design system graveyard by studying it and educating their teams on what not to do if they want to keep their system afloat. Some also find it effective to utilize the graveyard to construct alternative designs from abandoned data. 

Examples: Gwern – Design Graveyard, 5 UX Designs That Died 

CSS Modules

Definition: CSS Modules are CSS files which define, by default, animation and class names. By using CSS modules, you ensure that your CSS code is consistent across projects.

They are a great way to manage CSS in large projects. They can also be used to create reusable components that can be applied across multiple projects.

Application: CSS modules are commonly used to build element styles more granularly. They help developers write more legible, maintainable code and are ideal for situations where application styles are expanding. When they expand, the likelihood of two classes ending up with identical or similar names increases, so these modules help developers combat this issue.

Related terms:

Storybook

Storybook

Definition: Storybook is an open-sourced tool that can be used to develop and test UI components. It allows for the creation of isolated environments for each component. The software can be used to generate static documentation for a component library.

Storybook lets designers test out different variations of a component to see what works best. It also offers the ability to generate documentation for a design system.

Application: Storybook helps designers and developers collaborate more cohesively. It’s used to locate inconsistencies through connecting common tools that designers use with the different tools that developers use. For example, Storybook connects components of JavaScript with (e.g., React) with prototyping tools like UXPin. Even more, the platform allows for UI review and feedback to be in one centralized location. 


Related terms:

Design system maturity

Definition: Also known as a design system maturity model, this refers to the way to measure the progress of a design system. It can be used to track the development of a system and to identify areas that need improvement.

There are four stages of design system maturity: initial, foundational, comprehensive, and integrated. Each stage has its own challenges and characteristics. These include;

  • Stage one – Style guides.
  • Stage two – HTML & CSS.
  • Stage three – Design & code components.
  • Stage four – Fully integrated.

Application: Design system maturity models are commonly used by companies to help them follow a more cohesive, consistent system. Their effectiveness vastly outweighs traditional models; therefore, they reap more promising results. The models help teams handoff a design with ease knowing everyone is on the same page, and, for this reason, it is especially useful for designers and engineers alike. 

Examples: Design System Maturity Model

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Atomic design

Definition: Atomic Design is a design system methodology, which is based on the idea of modularity and reuse. Atomic Design is made up of five stages – atoms, molecules, organisms, templates, and pages.

design system atomic library components 1

Application: One of the best uses for atomic design is gaining the ability to seamlessly switch between abstract to concrete. It allows users to switch and see their interfaces broken down to their atomic elements. Furthermore, atomic design breaks down the process of combining those elements to reach a final experience. 

Examples: Atomic Design Methodology, Andela – Atomic Design Principles

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Atom

Definition: An atom is a design model that refers to the smallest unit of a system. In other words, it is the most basic building block. All atoms have the same structure and cannot be divided into smaller parts. Design-wise, this could refer to a simple component like a button or a form field.

Application:  Atoms help designers and developers break down components into their smallest form (e.g., button). They can be matched with other components to form things like molecules or organisms (see below). They’re ideal for combining into molecules to make web pages. 

Examples: buttons, inputs, labels

Molecule

Definition: A molecule is a design model that refers to a group of atoms that are bonded together. Molecules are slightly more complex than atoms but still considered basic building blocks. A step up from atoms, a molecule could be a button with an icon or a group of form fields.

Application: Molecules help teams build more complex structures out of existing atoms. For example, a profile molecule would be comprised of an avatar element and name label elements. Overall, molecules are great for bringing different elements together to form unique groupings. 

Related resources:

Organism

Definition: An organism is a design model that refers to a group of molecules that are bonded together. Organisms are more complex than molecules but are still considered to be basic building blocks. An organism could consist of an element like a header, footer, or search form.

Application: The organism stage of atomic design helps take the process one step further from molecular level. It allows designers and developers to utilize it as a component that can be reused across numerous designs (although it is not yet a completed design). 

Repository

Definition: A repository is a collection of code that is used to manage a design system. This can be used to store and share components, templates, and other assets. A repository can be hosted on a server, or it can be stored locally. Respectively a Design System Repository is a collection of code that can be used to manage a design system. It contains all of the assets needed to create and maintain a system.

Application:  Designers use repository hosting services, such as Github, to access and store resources. Programs like Github are helpful because they save code, store it, allow it to be shared with team members. This makes collaboration efforts simple and seamless. 

Examples: Bitbucket, Github

Related terms:

Git Repository

Definition: A Git repository is a type of repository that is used to manage code. It is a distributed version control system that allows for collaboration on code. Git repositories can be used to store and share components, templates, and other assets.

uxpin merge comparison 1

Application: Designers use GIT by identifying versions of their code, which can be accessed at any time. GIT is effective throughout every step in a project’s lifestyle because it keeps track of any changes that take place along the way. They are generally tracked via snapshots or paper trails. 

Related terms:

NPM Package

Definition: Also referred to shortly as NPM, it is a collection of software tools built in the JavaScript programming language. It acts as a type of repository that is used to store and share code. NPM packages are frequently used to share components, templates, and other assets. 

Application: While, as a designer, you don’t need to understand the intricacies of how NMPs are built, it’s worth knowing that you can use them in tools like UXPin to facilitate your work on user interface designs. Namely, you can use NPM packages to import UI elements from component libraries and, as a result, design interfaces with ready-to-use elements directly from the code.

Related resources:

Bridge communication gap between design and development teams at your organization. Try the most advanced prototyping tool on the market that’s powered with its proprietary Merge technology. Bring interactive, code-based components and build interfaces in minutes instead of hours. Find out more about UXPin Merge.

Accessibility UX Best Practices – 8 Tactics for Web Design

accessibility best practices

Designing for accessibility is a crucial part of modern web and app design. Designers must combine UX and accessibility best practices to build inclusive user experiences.

This article explores web accessibility, why it’s important, and eight essential best practices designers can apply to their workflows. 

Built-in accessibility means designers don’t need additional tools to test for color blindness and contrast in UXPin. Increase productivity while meeting WC3 guidelines for A, AA, or AAA on the fly without leaving UXPin. Sign up for a free trial today.

What is Web Accessibility?

Web accessibility is a set of guidelines designers and engineers use to build experiences that accommodate users with disabilities, including low vision, color blindness, blindness, cognitive disabilities, hearing impairments, and mobility issues.

The World Wide Web Consortium (W3C) compiles the web accessibility policies in collaboration with government bodies worldwide. Some countries treat these as guidelines, while others, including the US, Israel, Canada, and the United Kingdom, to name a few, require specific accessibility policies by law.

Types of Accessibility Challenges

Here is a list of accessibility challenges designers must consider when designing for usability and accessibility. Accessibility doesn’t always refer to a physical or mental challenge.

search observe user centered

W3C’s guidelines also consider situational and environmental challenges that exclude certain users or groups–like slow internet or a parent with only one free hand.

  • Visual impairments
  • Auditory impairments
  • Environmental challenges
  • Mobility impairments
  • Seizure risks
  • Cognitive and learning disabilities
  • Incidental or situational circumstances

Why does accessibility matter?

When we think of accessibility, we tend to think about disability, which isn’t always the case. The list above outlines a massive part of the global population left out when designers and engineers don’t adequately account for accessibility.

When we design for accessibility, we make websites and digital products easier to use for everyone. For example, captions on a video help deaf users follow a narrative, but it also allows users to absorb video content without sound.

Accessible design matters most for making everyone feel included. Designers must empathize with many types of users to understand how websites and products exclude them. 

For example, you’re a blind student wanting to research a school assignment, but nearly every website, including Wikipedia, doesn’t accommodate assistive devices, and there are multiple “roadblocks” preventing you from navigating a web page.

Imagine the frustration of not being able to access information like everyone else. Information that could help change your life!

Usability and Accessibility – Creating Experiences for All Users

We love this Venn diagram from System Soft that shows how usability and accessibility intersect to create “enhanced user experiences for all users.”

accessibility website

To achieve this balance, designers must go beyond UX principles to create more inclusive user experiences, including:

  • Apply W3C standards: Use an accessibility checklist to verify that designs meet relevant guidelines for Level A, AA, or AAA, depending on the product or website.
  • Design for assistive tech: Does your website or product provide a comparable user experience for keyboard navigation and assistive technologies?
  • Access to content: Can anyone, including assistive technologies, access and digest your content? And, is the user experience comparable?

Applying these three principles to a project enables designers to think beyond usability and accommodate a broader userbase.

8 Website Accessibility Best Practices to Improve UX

Below are eight best practices from our 109-page free eBook, The Essential Elements of Successful UX Design

1. Execute the fundamentals flawlessly

Most accessibility practices are executing UX principles and UI design fundamentals. Clear, logical designs, navigation, and architecture benefit everyone.

accessibility

Designers who ignore these basics create usability and accessibility issues, causing significant obstacles for users with disabilities.

2. Enable keyboard navigation for web design

Many users, including those with disabilities, prefer keyboard navigation. Providing shortcuts and logical keyboard navigation allows more users to experience your website.

Keyboard navigation is far more than allowing users to “tab” their way through a web page. Wikipedia’s Table of keyboard shortcuts offers a comprehensive list to make websites keyboard navigable.

3. Prioritize text clarity

Readability is one of the biggest challenges for impaired users and screen readers. If someone can’t absorb your content, they’re at a disadvantage to other users–especially for crucial community, support, and government information.

Designers must ensure to increase legibility (letter clarity) and readability (text block clarity), so everyone can read and understand text content. Here are four simple design techniques for text clarity:

  1. The W3C cites a minimum contrast ratio between text and background as 4.5:1. A 3:1 ratio is acceptable for large and bold fonts.
  2. Use a minimum of 16 pixels for body text.
  3. Line spacing must be at least 1.5 times or 150% of the font size.
  4. Use adaptive/responsive font sizing in CSS (em, rem, %, etc.) rather than fixed pixels.

4. Don’t rely on color exclusively

Color blindness affects approximately 4.5% (350 million) of the global population. It’s significantly more prevalent among men, with 1 in 12 (8%) affected.

If designers use color, they must include a second indicator to allow color-blind users to differentiate content. For example, many message states use icons and colors for different types, like error, warning, success, etc.

accessibility contrast wcag

Contrast is another color issue affecting users. Many people, particularly the elderly and visually impaired, battle with color contrast making it difficult to read text. For example, black text on a blue background is nearly impossible to read for these people.

Designers must always use accessibility tools to check these color issues. UXPin features built-in accessibility with a color blindness simulator and contrast checker so designers can check their work on the fly without leaving the canvas. Sign up for a free trial to try UXPin’s built-in accessibility and other advanced features.

5. Order HTML content properly

Most users can scan a web page to find what they need, while screen readers must read every element. Poor HTML practices, lack of labeling, etc., lead to poor screen reader experiences.

Designers must work with engineers to structure content properly and provide bypasses for “roadblocks.” For example, providing mechanisms to skip over repeated links and content (i.e., header navigation), separating content under header tags, and including a table of contents can help screen readers to read and navigate web pages faster.

Screen reader users can list every link on a page to decide where they want to navigate next. However, this feature is meaningless if the text says “click here” or “learn more.” Out of context, it’s impossible to know where these links go.

Designers must also avoid using the complete URL as a link as screen readers have to read or spell the entire string, which can be especially problematic for long, ambiguous URLs with letters and numbers.

For example, Medium articles use randomly generated letters and numbers at the end of URLs to avoid duplication. Pasting this UXPin article URL would be a nightmare for screen readers: https://medium.com/@uxpin/have-you-tried-designing-with-code-introducing-mui-5-kit-in-uxpin-3a6d7f928dd4. 

A better option would be to hyperlink the article’s title: Have You Tried Designing with Code? Introducing MUI 5 kit in UXPin.

This article from PluralSight provides more examples on how to make your web links screen-reader friendly.

7. Use a 40×40 pixel target area for touch controls

Have you ever tried to tap a link with your thumb and hit the one closest to it by mistake? It’s incredibly annoying and frustrating! Using a 40×40 pixel target area for touch controls makes sense for all users, but it’s especially helpful for users with disabilities.

8. Make media content accessible

Media, including images, video, and audio, adds a different dimension to a web page because it allows users to digest content in their preferred medium.

camera video play

But media can also exclude many users. For example, deaf people can’t listen to audio or video content. Blind users can’t see images or videos. Here are some essential tips to make media content more accessible:

  • Always use descriptive, relevant alt text for images, icons, and other still media.
  • Include a transcript for audio and captions for video content.
  • Caption every image in a carousel (and remember to allow keyboard navigation).
  • Disable autoplay which may harm users with cognitive disabilities or seizure disorders.
  • Don’t use any media with strobe or flashing effects as these could trigger seizures.

Bonus Tip: Use an Accessibility Checklist

There are loads of resources to help designers and engineers build accessible websites and digital products. UXPin has this web accessibility checklist for designers, but we also recommend following W3C’s official documentation.

Interactive Prototyping for Accessibility in UXPin

Designers must use accurate prototype models for accessibility testing. The prototype must look, function, and respond like the final product during testing so designers know whether their solution meets W3C requirements correctly.

With code-based design from UXPin, designers can build fully interactive websites and products that resemble code-like fidelity and functionality.

For example, this UXPin sign-up form features fully functional input fields allowing designers to test conditional logic, error messages, component states, and more to replicate a typical sign-up flow.

An interactive prototype like this sign-up form provides usability participants with an authentic user experience, so designers get meaningful, actionable results from testing with all users.

Sign up for a free trial to prototype, test, and iterate at greater speed and accuracy to deliver a superior user experience for your customers.

5 Design Team Rituals that Will Bring The Team Together [+ How to Create Your Own]

Design team rituals help build company culture and community. They’re also excellent tools for fixing common corporate issues like silos, big egos, poor communication, etc. In cross-functional teams, a design team ritual brings designers together to strengthen bonds and collaboration toward successful project deliveries.

This article explores five popular design team rituals, how to create one, and best practices to maximize engagement and long-term success.

Boost communication and engagement with UXPin–a collaborative design tool. Sign up for a free trial to discover how UXPin can enhance UX workflows to deliver better user experiences for your customers.

What are Design Team Rituals?

The purpose of any team ritual is to bring people together to strengthen bonds and develop a shared company culture. A ritual involves repeating conscious and deliberate action(s) on a specific day, date, or time.

For something to be a ritual, people must repeat it regularly and consistently. The ritual could be as simple as Friday morning coffee with the team, or something bigger, like an annual retreat.

Rituals tend to be light-hearted and informal; however, people are encouraged to take the process seriously and abide by any rules or conditions. The aim is to align values and behaviors towards a shared goal or purpose.

Design team rituals are specific to designers, excluding other teams and departments–which can be especially valuable when working in cross-functional teams. The aim is to encourage collaboration, growth, and culture among designers while providing a space to discuss design-related topics and challenges.

Here are five popular design team rituals, whether you work at the office, remotely, or in a hybrid environment.

1. Design Critiques

Environment: In-office or Zoom

Benefits: Good for solving design problems and encouraging collaboration

Design critiques are an excellent way for designers to present ideas for group feedback. For many, combining public speaking and a critique of their work can be an anxiety-inducing experience, so you’ll want to make sure there are rules to keep things light-hearted and respectful.

designops picking tools care

It’s good to use a semi-formal setting where presenters can use a projector to show their design(s) to the entire team. Time will likely be an issue, so create 15-20 minute slots team members can book in advance.

Design leader Jared Zimmerman recommends designers prepare a single slide with three points:

  • The problem the designer is trying to solve
  • Where they are in the process
  • What feedback is most useful for them today

This format makes these design critique rituals purposeful and encourages team members to make the most of their short time.

Jared emphasizes the importance of presenters telling the group exactly what they need in terms of help–“I’m really having trouble with X; what do you think would solve this?”

2. Coffee Rituals

Environment: In-office or Zoom

Benefits: Good for breaking silos, team bonding, and developing the organization’s culture

Coffee rituals are a fantastic opportunity for design team members to discuss topics freely. Design lead at Atlassian, Alastair Simpson, has a simple daily morning coffee ritual format. He asks team members what they did over the weekend and what work challenges they’re experiencing.

In these informal settings, team members often think more freely and openly, resulting in solutions and ideas to solve big challenges.

3. Weekly 1:1s

Environment: In-office or Zoom

Benefits: Good for leaders to connect with individual team members

Rituals don’t only apply to group activities. Design managers and leaders can create weekly 1:1s with team members to discuss their challenges, work in progress, career path, etc.

team collaboration talk communication ideas messsages

Trello (Atlassian) Design Manager, Marc Jenkinson, has created this 1:1 agenda template. Marc says in a remote environment, managers can use these sessions to get to know employees on a more personal level–maybe get introduced to the kids/pets, learn about a hobby, etc.

4. Daily Stand-ups

Environment: In-office or Zoom

Benefits: Excellent for quickly communicating daily progress and issues

Stand-ups are an agile exercise where team members share their daily progress and any blockers/challenges. The format is simple. Each person stands up and briefly answers three questions:

  1. What did I work on yesterday?
  2. What am I working on today?
  3. What issues are blocking me?

There are various stand-up adaptations, like a weekly version or an additional question, “What am I planning to do tomorrow/next week?” 

A morning stand-up ritual is an excellent way to align designers, develop daily communication, and keep everyone on the same page.

Atlassian’s “Stand-ups for agile teams” goes into greater detail with best practices and running virtual stand-ups for remote teams.

5. Check-in/Check-out

Environment: In-office or Zoom

Benefits: Great for keeping teams connected

Morning check-in and afternoon check-out rituals are excellent for keeping teams connected. These check-ins work especially well for remote teams where some members never see each other.

Check-in rituals are informal and can be fun. Keep things light-hearted, so team members enjoy these brief times together. Joël van Bodegraven, a Product Designer at Miro, has a four-step check-in format:

  1. Step 1: Gather in a circle or huddle.
  2. Step 2: The lead or facilitator drops a question–“Ok, team, how are you feeling this morning?” Team members can answer in one or two sentences about how they feel that morning/afternoon.
  3. Step 3: Allow everyone to have their say.
  4. Step 4: End with a team clap, something funny or energizing to lift everyone’s spirits before heading into their next task.
process direction 1

One way Joël makes his check-ins fun is by creating random themes, for example:

  • Check-in as a superhero
  • Check-in as an animal
  • Check-in as an actor
  • Check-in as another team member

You get the idea.

How to Create a Ritual?

Rituals work best when they have a purpose or fix a problem–like improving communication or boosting morale. Fearless Culture has an excellent five-step plan for creating a team ritual.

Step 1: Identify the problem

What is the cultural problem you’re trying to solve?

Does your team feel fragmented by poor communication?

Is there tension among team members?

Set up 1:1s with team members to get their perspectives. Fearless Culture recommends asking team members to list five problems, identify a top five, and get everyone to vote. Involving team members increases the likelihood of getting team buy-in.

Step 2: Reframe the problem into a challenge

Use the “How might we…?” format to turn the problem into a challenge. Ask your team to share what people do, say, and think when the problem arises.

For example, you might find team members don’t feel appreciated for their work. Reframing the problem, “How might we design a ritual to start celebrating small victories?”

Step 3: Brainstorm team rituals

Brainstorm ideas and rituals with your team to find a solution for your problem.

  • Where will your ritual take place (onsite, offsite, virtual)?
  • If you meet in-office, do you want to avoid tech?
  • If you have a big team, do you need to split up?
  • How much time do you need?
  • What is the frequency–daily, weekly, etc.?
  • How do time zones and remote employees impact your ritual?
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Answering these questions will help narrow down what’s possible with the time and resources available.

Step 4: Create the narrative

According to Fearless Culture, creating a narrative is the best way to design a team ritual. There are five components to this narrative:

  • Ritual trigger: What triggers your ritual? Is it a specific time of day, completing a project or milestone? How do team members know to gather for the ritual?
  • Beginning: How does the start? Joël van Bodegraven’s check-in starts with, “Ok, team, how are you feeling this morning?”
  • Middle: How do you know when the ritual is complete? In Joël’s example, everyone has checked in. 
  • End: What happens to close the ritual? Joël’s check-in ends with a team clap to energize everyone.
  • Reward: What is your collective accomplishment? For example, once everyone has checked in and clapped together, they feel a sense of community with an energized excitement to begin the day.
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It’s important to test and iterate on your ritual process until you find the right solution for your team and purpose.

Rituals Best Practices

Here are some design ritual tips and best practices. We borrowed most of these from Arki Sudito’s article, Co-founder and CEO of di Growth Center.

  1. Use any ritual you find as a template–customize it to meet your team’s needs.
  2. Create a safe space for employees to speak and express themselves openly.
  3. Involve team members in the process to increase buy-in and engagement.
  4. Find advocates to help evolve the ritual and will encourage others to participate.
  5. Create a Slack channel to discuss and develop your team ritual–crucial for remote team rituals.
  6. Don’t force people to take part in your rituals. Create an enjoyable experience team members are excited to partake.
  7. Arki Sudito recommends you don’t call your ritual a ritual. Many people are skeptical of ritualistic or culture-building practices.
  8. Keep it cheap and “lightweight.” Anything that costs money risks scrutiny from stakeholders, prematurely ending your ritual.
  9. Ensure your ritual takes place at a convenient time. You don’t want to interrupt important workflows and processes.
  10. Make sure your ritual offers underlying value, intention, and purpose for team members. Don’t choose something that may exclude people–like getting drunk after work or intense physical activity.
  11. Don’t be afraid to ditch a ritual if it’s no longer useful.

Make delivering high-quality user experiences your team’s daily ritual with UXPin–the world’s most advanced design, prototyping, and testing tool. Sign up for a free trial to discover how UXPin can revolutionize your UX design process.

Single-Page vs. Multi-Page Web Design – Pros & Cons

Single Page vs Multi page web Design

Single-page vs. multi-page website design is one of the first decisions designers weigh for a new website project. Sometimes the answer is obvious–like if the project needs a blog or an eCommerce store with more than one product.

But with many projects, the answer isn’t that simple. Designers must evaluate business goals, and user needs to determine whether a single-page or multi-page design will work better.

Design, prototype, and test your web design ideas with UXPin–the world’s most advanced code-based design tool. Sign up for a free trial to discover how UXPin can revolutionize your design workflows to create better user experiences for your customers.

Single-Page Websites

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What is a Single-Page Website?

A single-page website (also called a one-page website) has all its content, including any forms, on a single page (the homepage). If there are navigational links, they jump to different homepage sections rather than loading new pages.

This UX portfolio website from Australian freelance UX designer Petar Ceklic demonstrates a typical single-page design with navigation and a footer contact form. Petar uses a large image carousel to display his portfolio, which includes website and app projects.

Typical Use Cases for a Single-Page Website

Designers commonly use single-page designs for landing pages. Keeping users on a single page eliminates distractions while increasing leads and sales.

Single-page designs are also an excellent option for websites with minimal content like portfolios, small businesses, single-product eCommerce sites, and brick-and-mortar businesses, to name a few.

What are the Benefits of a Single-Page Website?

  • Single-page designs allow users to digest the entire website simply by scrolling. This functionality is beneficial for mobile users where the primary navigation is typically hidden.
  • Single-page websites are often easier to design because designers don’t have to worry about the information architecture and other characteristics of multi-page sites.
  • It’s easier for engineers to program a single-page website without using front-end frameworks and other development tools. They can use basic HTML, CSS, and Javascript, thus reducing the website’s size and increasing performance.
  • Single-page websites are excellent for getting users to take a specific action, like contacting a business, newsletter signups, buying a product/service, etc.
  • A single entry point (the homepage) allows designers and marketers to control the user experience and present a consistent narrative to visitors.

What are the Disadvantages of a Single-Page Website?

  • It’s important to note that single-page websites aren’t easy! It can be challenging for designers to prioritize and structure content to serve users and business goals.
  • While single-page websites can deliver better performance, if designers use a lot of media (images and video), it can increase page load times–engineers can fix this issue with lazy loading and other performance-enhancing techniques.
  • Single-page websites limit SEO and keyword strategies. While a well-optimized single-page site can rank as high or higher than a multi-page competitor, it’s limited to a primary keyword and a collection of related terms.
  • Single-page designs restrict your ability to expand your website or scale your brand without a redesign.

Multi-Page Websites

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What is a Multi-Page Website?

Multi-page websites have more than one page with navigation for users to move around the site. Most businesses use multi-page designs because it allows them to separate content, products, topics, etc.

Multiple pages mean users have numerous entry points to discover your website via search engines, social media, and other websites. For example, a news publisher like the BBC has tens, if not hundreds of thousands of pages where users can enter the site.

Use Cases for a Multi-Page Website?

Most websites use a multi-page layout, especially eCommerce stores with multiple products, blogs, and news sites, which use different pages to separate categories and content.

The New York Times is an excellent example of a multi-page layout. The header navigation provides users quick access to popular news topics, with the homepage dedicated to the world’s biggest stories of the day. NY Times’ footer includes additional links to news categories, policies, contacts, and other helpful information.

What are the Benefits of a Multi-Page Website?

  • Multi-page sites allow users to navigate to the content they value most rather than scrolling down a single page to find what they need.
  • Multi-page websites provide many SEO benefits and opportunities for marketers to target different keywords and topics–especially if the website has a blog.
  • Designers can add new pages to scale a multi-page website.

What are the Disadvantages of a Multi-Page Website?

  • Large websites require careful consideration for information architecture and making content discoverable. This process increases costs and time-to-market.
  • Multi-page websites have bigger file sizes and process more server requests, increasing hosting costs.
  • It takes longer to update the design and content for a multi-page website, especially for responsive design.
  • With the ability to enter a website from multiple pages, designers and marketers must create CTAs site-wide to funnel users to products and services. For example, UXPin uses CTAs to encourage visitors to try UXPin in all our blog posts.

It’s important to note that there are tools and techniques designers and engineers can use to overcome these multi-page website challenges. Still, they must address them to prevent causing usability issues.

When to use a Single-Page vs. Multi-Page Website

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Several factors dictate whether your project needs a single-page vs. multi-page website. We’ve identified three primary factors that influence most projects when deciding:

  • Business goals: what do you want to achieve?
  • Content: how much content do you want to display?
  • SEO: what are your content digital marketing goals?

Business Goals

Most people and businesses create websites with an intent or purpose. Single-page web design is excellent if you have a focused business goal like acquiring leads, promoting app downloads, or selling a single product.

Creating separate pages is best if you have more than one CTA or promote multiple products/services. This separation allows you to create different campaigns for targeted audiences and funnel them to a single call to action. Multiple actions on a single page can cause confusion and impact conversions.

Content

The amount and type of content you need to display can impact your decision significantly. For example, multiple videos increase a page’s file size, adversely affecting performance–even YouTube videos add additional requests when loading a page.

Images also decrease page performance, particularly on mobile devices and users with poor internet connection. Designers must consider how content will impact the user experience and accessibility.

Search Engine Optimization (SEO)

SEO is another crucial deciding factor for single-page vs. multi-page web design. A single-page design is adequate if you only need to target one primary keyword, but a multi-page design is the better option for a diversified SEO strategy.

7 Tips about Deciding Between Single-Page and Multi-Page Design

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  1. Take a content-first approach. Figure out what content users care about, then design your interface accordingly. Include only as many pages (and content) as you need.
  2. Ensure your site is appropriate for a single-page experience. If you struggle to fit everything into a single page, consider a multi-page design instead.
  3. If SEO is a priority for your marketing strategy, then a multi-page design is often a better option.
  4. Single-page sites or landing pages perform better for paid ad campaigns. Eliminating distractions and navigation prevents users from leaving a page, thus increasing conversions.
  5. Make web pages easy to navigate and digest. Create a definitive visual hierarchy for every web page and plan information architecture to solve user needs for multi-page websites.
  6. Follow web accessibility guidelines to ensure your website is digestible and navigable for all users.
  7. Use a single CTA per page to eliminate confusion and provide users with a clear goal. If you need multiple CTAs, consider a multi-page website over a single page.

Web Design With UXPin

UXPin’s code-based design tool enables designers to create fully functioning responsive website prototypes to improve user testing, stakeholder feedback, and design handoffs.

Designers can start by creating multiple layouts for each viewport with UXPin’s ready-to-go mobile, tablet, and desktop frames. UXPin also offers wearable and TV frames for app design.

uxpin design color mobile

With Content and Data, designers can populate UI elements with real data using JSON, CSV, or Google Sheets. The Match Content by Layer Name lets you populate fields with dummy data in just a few clicks. Designers can also fill media elements with Unsplash images without leaving UXPin’s design canvas.

The result–beautiful-looking user interfaces populated with real data using minimal effort!

Unlike image-based design tools, UXPin allows designers to use a single frame to create interactive prototypes. Designers also enjoy superior functionality, like conditional interactions, form validation, user input validation, and component states, to name a few.

design and development collaboration process product 1

Check out this example website project we created using UXPin’s advanced prototyping features. You can download this project and inspect it in UXPin to see how we built this interactive prototype.

Enhance your web design projects with the world’s most advanced code-based design tool. Sign up for a free trial to discover how UXPin revolutionizes UX workflows to deliver better user experiences for your customers.

Design & Consultancy – How Internal Consulting Can Benefit Your Team

Design Consultancy

Design consultants have been around for some time, with companies using external services firms and agencies to take care of their design consulting needs for many years.

But as design change management evolves, and with contemporary design thinking transforming how design teams are integrating their efforts with other departments, design industry roles like these are delivering a range of exciting possibilities and benefits. 

In this article, we shed some light on the growing role that internal design consultants are playing in the industry. We discuss how they’re positively influencing design quality and design team performances.

We explore how internal design consultants are integrating with these teams, unpack the benefits they’re bringing to design quality, and look at the steps involved in setting up an effective internal design consultancy.

How to gain the time necessary to set up and run a design consultancy? Improve your current workflow. One of the ways of doing that is trying out tech that helps you speed up prototyping and design handoff process. UXPin Merge is exactly what you need. Read more about how it helps companies fight front-end debt and develop products that are based on your design system. Explore UXPin Merge.

Reach a new level of prototyping

Design with interactive components coming from your team’s design system.

What is an internal design consultancy? 

Before diving in, let’s explore the design consultancy concept and how these consultants function as in-house organizational problem-solvers whose role is to identify and implement workable digital design solutions.

An internal design consultancy can be defined as a function within a design company which suggests ideas, makes recommendations or audits, and then advises on an existing design system.

From offering observations about the form or functionality of a digital product’s design to the aesthetics and even the marketability of something, an internal design consultancy understands how these features and elements integrate with one another. 

team collaboration talk communication ideas messsages

These consultants play several important roles within a design team and offer their expertise, adding value by:

  • Helping design team members consider and make the best decisions available
  • Keeping the team informed and up to date about potential solutions and alternatives
  • Assisting in streamlining work processes and tasks using design frameworks

Monitoring and then improving a team’s overall performance and output by developing an effective design strategy.

A design consultant’s day-to-day actions may include:

  • Arranging and hosting design workshops
  • Supervising the creation of an organizational design system
  • Adding experience and input to design ideation and execution

Internal versus external design consultants

Internal design consultants are almost identical to their external counterparts, though with a much better insight into the design company’s operations and team dynamics. The difference between internal design consultants and external ones lies in their relationship with the client organization.

  • Internal design consultants – are hired full-time or on a contract basis by the client organization, reporting directly to them. They work continually for their employer, focusing exclusively on the organization’s in-house product design efforts and forging long-term relationships with the company’s executive and design teams.
  • External design consultants – come from design consulting firms and are hired for a short period of time to complete a specified design-related project or task. They are often employed by external consulting and design services, work on projects for different organizations simultaneously, and bring ideas based on their own experience and a broader business perspective. Ideo is a famous innovation consulting firms you might have heard about. This company that’s based in Palo Alto helped many startups with design initiatives.
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To sum up, internal design consultants are dedicated solely to your company and usually, participate in long-term projects. While their external counterparts are leased out from agencies and support you in shorter assignments.

What are the advantages of internal design consultants?

1. Ensuring consistency and clarity

Rather than disrupting your product design team’s workflow efforts every time you rope in an external consultant, investing in having an internal design consultancy capacity functioning within your product design efforts means consistency and clarity for everyone.

This may involve having your team follow a design thinking process built around the core pillars of empathizing, defining, ideating, prototyping, and testing. Crucially, internal design consultants are effective at governing change management in design.

Internal design consultants are the perfect candidates for supervising and managing this massively important, though time-consuming, process. By organizing and streamlining efforts to ensure consistency and clarity across the team, change management in design can permeate throughout the organization. 

2. Increasing intellectual capital & problem-solving skills

A design company boasting internal consulting groups within their product design teams can drive cost reduction, enable better design services talent acquisition, accelerate the product development, coming up with strategic design solutions or even brand strategy. This, in turn, promotes the growth and retention of intellectual capital – which can only be earned through internal consulting – allowing employees to gain a better understanding of the company itself. 

designops increasing collaboration group

As full-time, committed employees working on the front lines, internal design consultants accumulate extensive experience and knowledge of the company’s design architecture. These in-depth insights help other employees improve their problem-solving skills as they interact with the internal design consultants or shift into different line management positions.

3. Promotes design across the organisation

Most design teams struggle to promote design thinking across an organization. An internal design consultant on your payroll means having a design advocate on your team, too. 

Internal design consultants live and breathe design thinking, ensuring that your strategic design ambitions constantly receive the visibility and attention they deserve. They also function as design ambassadors, helping other business stakeholders understand the importance of product design and usability in digital products, for example. 

4. Bridges the communication gap between design and other departments

Many design industry players note how difficult it can be to deconstruct silos within an organization. Design change management demands clear, unambiguous communication, not only between design team members but between different departments as well. 

Internal design consultants who constantly advocate for design change management and design thinking are adept at helping other departments and role players understand how the system can make their work and lives easier. They are skilled at explaining a system’s complexities by filling the gap in communicating a system’s functionality and role in branding strategies to, for example, software developers, who can then better align with design teams. 

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These updated processes, however, need more than good communication. They also require the right tools to work. Tech stack like UXPin Merge allow design teams to bridge the gap between UI and UX designers and developers by aligning them with a single source of truth, leading to a more connected working environment and fewer isolated, obstructive silos. 

A great example of how such a tool can help comes from none else but influential design operations guru Dave Malouf’s. In a webinar, he discusses how much such software can help internal design consultants break down organizational silos by leveraging a single source of truth and closing the divide between design teams and departments. 

How to set up an internal design consultancy?

So, you’re looking at adding an internal design consultancy to your design operations? Great. But you’ll need a plan before getting started, and it all begins with adopting and communicating a design thinking philosophy before kicking off your internal design consultancy. 

Step 1: Communicate

Internal design consultancies are still gaining traction in the design industry, and teams are often likely to either be used to having external design consultants reviewing and updating their design systems or have learned to take care of consultancy work themselves. 

Remember, the objective of setting up an in-house design consultancy is to improve team performance, so be sure to communicate and engage with the team beforehand. Make sure they understand why you want to bring an internal consultant into the mix and how having a dedicated consultant will take the design burden off their shoulders, help to solve problems and ensure design thinking consistency. 

Step 2: Define objectives

Without goals, your consultant and team will be shooting in the dark, unsure of the deliverables they’re striving for. The next step involves clearly defining the internal design consultancy objectives early on. 

Some of these consultant objectives may include:

  • Helping the marketing team to improve the customer experience via a revised email flow that would bring new business in
  • Assisting the customer success team with improving user experience of the account cancellation process
  • Putting design mechanisms in place which boost collaboration and communication between design teams and developers, centered around a single source of truth
  • Working with the sales department to design a more efficient leads conversion process
  • Engaging with employer branding team to schedule more engaging media releases about company updates or helping them revise their social media strategy to showcase good design of their product

Step 3: Start consulting

​​Next, start doing the work. Once you’ve engaged with your design team, clearly defined and communicated the internal design consultancy objectives and found your consultant, start pursuing your mandate. 

team collaboration talk communication

Engage with different departments. Confer, observe, and test. Brainstorm with the team, audit and update processes, secure feedback, and report on whether you reached your objectives or not. 

Step 4: Measure and learn

Once you’ve had time to put your efforts in motion, you’ll need to measure, analyze the outcomes, and tweak your efforts. Solicit feedback from your team, look at the data and identify any shortfalls in the process you can look to improve. If you spot any mistakes, use them to learn and adapt your design strategy. 

Once completed, you’ll need to take your measured results and compare them to your stated objectives established at the outset. If you’ve reached them, continue to consult and refine. If not, go back and start again. 

Create top design consultancy with our tips

As the needs of design teams evolve and become more complex, design companies and organisations are finding that the benefits and possibilities of hiring, training and developing in-house design consultants outweigh the need to bring in external ones.

Think of internal design consultants as sports team captains roped in for a new season to steady the ship and guide the team to new heights. Their job is to improve performance and to get the most out of their “players”.

Internal design consultants are already showing how important they are to design services and will soon become key drivers of design thinking in workplaces everywhere. They ensure consistency in the product design process and help close the gap between what designers are aiming for and how developers understand the need for design systems. 

Improve your productivity

Internal design consultants are the perfect design thinking advocates and, armed with design tools like UXPin, can now get the most out of their design teams and increase their productivity.

UXPin offers a technology called Merge, which helps to build prototypes with the exact building blocks of your digital product – functional UI components. In effect, the design handoff is much smoother. Devs know exactly what they need to build. They can copy the code behind the design elements and use it in their process. The outcome? A greater transparency between design and development and more clarity across the company.