The Comprehensive Cone Trees User Experience (UX) Process

Stage 2- Research

The user experience or UX process by Abhay Rautela of Cone Trees- User research and design
Primary UX activitiesUX rolesCollaboratorsDeliverables
Project kickoff meetingUser researcher, Information architect, Interaction designer, Usability analyst, Content strategistProject team members, web analytics leadKickoff meeting report
Secondary research of all available useful data sources such as:

 

  1. Knowledge audit report
  2. Customer feedback
  3. Customer service data
  4. MI data
  5. BI data
  6. Web analytics data
  7. Search logs data
  8. Content audit or inventory
User researcher, Information architectWeb analytics lead, MI lead, BI lead, KM leadFindings included in Research report
Stakeholder workshopsUser researcherBusiness analyst (BA)Findings included in Research report
Desirability elicitationUser researcherNoneFindings included in Research report
Studying existing systems and evaluating their UX performanceUser researcher, Information architect, Usability analystWeb analytics lead, MI lead, BI lead, KM leadCurrent system UX performance report, can also be included in Research report
Low fidelity prototypes (paper prototyping)User researcher Images of paper prototypes can be shared in the appendix of the Research report
User testing (formative usability testing)User researcher Findings included in Research report
User interviewsUser researcher Findings included in Research report
Contextual inquiryUser researcher Findings included in Research report
Site visit or Field studyUser researcher Findings included in Research report
User surveyUser researcherIT Infrastructure leadFindings included in Research report
Focus groupsUser researcher Findings included in Research report
Task analysis (using Heirarchial task analysis (HTA), GOMS (Goals, Operators, Methods, and Selection rules), Cognitive task analysis (CTA), Activity Theory)User researcher Findings included in Research report
Requirements meetingsUser researcherBusiness analyst, Business process analystBusiness requirements document
Card sortingUser researcher High level site map included in research report
Domain UX best practices analysisUser researcher, Information architect, Interaction designer, Usability analyst, Content strategist Best practices slide deck, , relevant information included in Research report
Competitor analysisUser researcher, Information architect, Interaction designer, Usability analyst, Content strategist Competitor analysis slide deck, relevant information included in Research report
Secondary UX activitiesUX rolesCollaboratorsDeliverables
Attending meetings: Internal project meetings, task level meetings, business lead update meetings, steering committee meetingsUser researcher, Information architect, Interaction designer, Usability analyst, Content strategistProject manager, Business analyst, technical lead 
Noting down UX lessons learnedUser researcher, Information architect, Interaction designer, Usability analyst, Content strategistProject team membersUX lessons learned document (draft, may or may not necessarily for sharing at this stage)

Stage 1: Planning
Stage 3: Analysis & synthesis
Stage 4: Definition
Stage 5: Design
Stage 6: Validation

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