Steps Involved in the UX Design Process

There are a lot of UX design steps included in a design process, we’ll be breaking the steps into more granular forms to explain the process in a better way. Let’s look into each of the steps in detail:

Step 1: Problem/Product Definition

This is the basic and most essential step to get started with the design. To build something a designer and the whole design team should know the following:

• Context of what are we solving/proposing
• What would be the impact, metrics & ROI
• Key propositions 
• The audience we are targeting
• Key tasks which are to be performed by users – To make the app effective
• What to be created

Proper documentation called “PRD – Product Requirement Document” often known as BRD as well is crucial to get started. Product, design, and engineering clubs together in meetings and decide what to pick and do along with deciding all impact, ROI, etc. 
Once the idea is around context, what to be done – now it’s time for the design team to start with “Concept Sketching”. A roadmap is created along with timelines to help stick to the context and deliver the work on time. Once all this is done preparation for the next step is started.

Step 2: Roadmap to Get Started

This is the second step in the design process, where a team of designers internally sits and collaborates to come up with a roadmap on how to get started. Timelines around each task are decided in this step.

For example: To launch a feature if the deadline is 1 month, then research, analysis, design, and validation are divided within working days so that everything goes smoothly. The deadline could be a little flexible by 1 week, which is taken as a buffer time to present the work and incorporate feedback.

Adequate time is given to each step such that proper research, analysis, and design are carried out based on which further validation and iteration are done. This roadmap is then shared with stakeholders including product and engineering so that even cross-functional teams work in sync to have a seamless launch. 
Another important thing is, that profiles (user segments based on – demographics, tasks, and environment), and personas are created. Which are later refined and re-constructed based on the research findings. This step is important to fuel the research, knowing what users we need to research would help select the right chunk of users.

Step 3: Research

Once the roadmap is finalized and the team has a clear idea of what is to be achieved, designers and researchers move toward the research phase. Again this could completely depend on the company whether they want to do research through any third-party agency or get it done by researchers and designers available within the organization. The goal is to collect data and work as per that data, which will be analyzed and validated in the next phases.

Research Includes:

• Conducting 1:1 user interviews
• Competitive research – as per the market
• Surveys
• User observation session

Conducting direct 1 on 1 interview is a good start, as it allows you to get more churned data. But the only issue is the time and budget constraints. Conducting direct interviews is expensive because recruiting users to give incentives is to be planned according to the budget. It could be a good option to recruit users from different user groups like 3 to 5 per group then to validate their feedback a survey can be conducted which later can be cross-verified during UT sessions carried out in iterations. Just a way of getting information from the user, this could be completely subjective to the context and need of your project. Once you get a good amount of data to get started, move to the next step where we will analyze and sum up the findings.

Step 4: Analyze

After the research is completed, both primary and secondary – data are collected now it is time to analyze and sum up the findings. Basically analyzing the research data means drawing conclusions from the information gathered during the research phase, shifting from “what” users desire, think they need, or need to “why” they want it. A transition between what and why happens based on the research findings only. Using the research, designers recreate and reconstruct the profiles, and personas created in earlier stages. Based on this phase not just personas, but storyboarding and user stories are created. This actually helps to understand, ideate, and explore better solutions. Solutions that you’re exploring, concept sketches are also refined and reconstructed in order to start with wire-framing in the next phase which is design.

Step 5: Design

Design is one of the most creative, crucial, and fun phases where designers actually get to put their hands on the tool and sometimes pen and paper. Not just the designs but the foundation of design which is IA(Information Architecture), what to place where what elements might be required, and the final designs obviously are done and dusted in this phase.

The Design includes the following

• Rough sketching of screens
• low and high-fidelity wireframes
• UI Designing
• Prototyping to make the product appear as near as possible to the actual product.

Initially, it is preferred to roughly draw the designs on paper, brainstorm, and ideate within the team. This allows the free flow of ideas among the team. No restriction, judgment, or boundary are there on the paper wireframes. During the wireframing phase, exercises like Crazy 8, How May We, etc are done. Also based on wireframe and feedback we decide what to be selected for the digital high-fidelity wireframes. Going based on what is finalized during paper wireframing, the gears are shifted toward tools like Figma, Sketch Adobe XD, etc. Screens start taking aesthetic shapes where images, color, text, and shapes are added. 

The design also includes creating the following documentation as well

• Design guidelines
• Design specification document 
• Design system

All the rules, spacing, sizing, shadow, color palette, etc. are added under the guidelines, specifications, and design system. Code snippets are also a part of the design system. This helps developers to use that same snippet and work on it to build upon it.

Step 6: Validation

Under the validation phase, testing of whatever is done till now – Designs based on data collected through research are now validated here. It is a crucial stage in the design process because it aids teams in determining whether their design is user-friendly, has fulfilled the expectations, etc. Testing is done through using high-fidelity designs which are created during the design phase. 

• User interviews
• Usability testing
• Validation testing

These are major ways to carry out validation. Validation happens on the basis of the following:

• Product is user friendly or not?
• Are expectations met or not?
• Is the product effective – able to provide users with the core required functionalities?

The above-mentioned values are tested from both the stakeholders as well and the end users’ perspectives. The validation testing can be done through:

• Internal team feedback
• Testing sessions – including A/B testing, beta testing, moderated/unmoderated usability test sessions, and focus groups(to collect feedback only)
• Web analytics – to collect quantitative data(click, searches, navigation, time spent)
• Surveys – to get close-ended answers to questions like Does the app solve the purpose of using it? – Yes/No

Once all the testing is done, feedback is collected from users and stakeholders.  Based on the criticality, importance of the feature, and requirement a priority list is created using that iterations are carried out. Each iteration again further validates until a final design sign-off is given to hand over the design.

Step 7: Handover

It is the last step in the process after all the iterations and the team has given the design sign-off. It is now time to proofread the design specification document before handing over the designs to the product and engineering teams. In Figma itself, designers can mark spacing, and guiding lines for the design, and share the link. Handing over design is crucial, a proper meeting should be set up with the respective engineering and product POCs, then properly give a walkthrough on what has been done – why? 

How and what are the points which you used to justify your work? As a designer your key responsibility is to explain everything that you have done in detail to the developers so that working with your design would be easy for them and the process becomes even smoother.

So this is what the detailed “UX Design Process” looks like, from start to end each and every step has its own value and significance in the process. It is not necessary to have all the steps in the process included as well to follow the same sequence, it is flexible and adaptable as per the project requirement. Now let’s look into how to design your own process and improvise it going forward.

Creating a great user experience (UX) for digital products is like building a smooth road for users to navigate easily. The UX design process is like a step-by-step guide for designers to understand users, come up with ideas, and test them to make sure everything works well. From learning about users to trying out different designs, each part of the process helps designers create products that people will love to use. In this article, we’ll break down the UX design process into simple terms, showing how it works and why it’s so important to focus on what users need and want.