Starts with asking yourself "what I don’t know about my users and product"
How I approached my first UX Research ONLY Project at work
Client:
Ministry of Forests, Lands, Natural Resource Operations & Rural Development, Government of British Columbia
Role:
UX Researcher
Dec 2018 - Feb 2019
Activities:
UX Plan Proposal
Interviews
Task Analysis
User Story Mapping
“User Research” has been a buzzword in this industry for a while. No matter if our title is UX Researcher or UX/UI Designer, we’re expected to gain insights from design researches to back up design solutions.
However, in real life, not every UX/UI Designer has the fortunate to do UX research as part of his job. We still constantly hear “We don’t have budget/time for research. 😞, or we just simply don’t have access to users. I have been in the same shoes before, and wondering when I could have the chance to apply what I have learned at school. Finally, the day comes.
From Dec 2018 to Feb 2019, I have been involved as the UX Researcher for Invasive Species project at the BC Government. In this article, you will learn how I approached my first UX research project.
What’s the project? Why are we doing it?

Invasive Species are plants and animals that are not native to the ecosystem we live in. Their introduction and spread could bring huge damage to human body and economy.

The Inter-Ministry Invasive Species Working Group at the BC Government has a need for a toolkit to support Invasive Species Reporting, Response and Management in the Province of British Columbia.

Identify the key pain points to solve within the research phase

There has been a web application for managing Invasive Plants in place for 8 years. A lot of problems have been reported by the users. One of the critical desired outcomes for the research phase is a high-level user story map to facilitate the design and development of the MVP.

So… how much do I understand about my users and product now?

What kind of questions do I have after kick-off meeting?

At the beginning of each project, we usually have a set of common questions in mind. ‘What’s the problem we are trying to solve?’ ‘Who are the primary personas?’ ’What’s the problem with the current solution?’ etc. After the first couple of meetings, we might have answers to some questions. But most questions remains unresolved.

The objective of the research phase (or pre-discovery for Agile Development) is to clear out the uncertainties and confusions about the user, product and project.

Start with the questions I have

I experienced the same process for this project. I didn’t have the domain expertise on Invasive Species and their management process. As soon as I realized there were a lot of areas remaining unknown to me, I started with noting down all the questions I had in mind as the starting point.

Plan out the approach to find the answers

“The planning phase is all about understanding what you have been asked to do and working out the best combination of activities that give you the outcome you need, within the time, budgetary and resource constraints of the project.”

Jesmond Allen & James Chudley, Smashing UX Design: Foundations for Designing Online User Experiences

Given the time we had for this project, I did a UX research plan proposal in the second week outlining the activities we could do to find the answers for the questions we had in mind.

In our case, I had planned to do
- An internal stakeholder workshop to understand the user groups and the process we assumed;
- 1:1 interviews talking to the actual users to understand the experience;
- A scoping session to define the solutions we want to provide;

What are the workflows and procedures with regard to Invasive Species? Who should we talk to?

1-hour stakeholder workshop to define the user groups

“The planning phase is all about understanding what you have been asked to do and working out the best combination of activities that give you the outcome you need, within the time, budgetary and resource constraints of the project.”

A: Why not ask your stakeholders first?

On January 16, I facilitated an internal stakeholder workshop to gather information about the current user group and workflow.

We started with brainstorming on what the current procedures for Invasive Species management are, identifying people involved at different stages, and then prioritizing their importance to the new program.

What are the pain points and frustrations that they have for the old system?

1:1 User Interviews to deep dive into their workflows, needs and pain points

After collecting the user representatives’ contact information for different roles, I started to schedule 1:1 interviews.

The objectives for the interviews were to validate the assumptions about Invasive Species procedures I collected during the stakeholder workshop. I also wanted to understand the pain points and problems that different user groups had within the current system.

Workflow, workflow, workflow

Comprehending the users’ job responsibilities and workflows is the key to enterprise application design. Especially for Government projects, there might be workflows around defining the policy & regulation involved. We would need to take this process into considerations when defining the user requirements.

Dissatisfactions, frustrations and pain points

After talking to 10+ user representatives, I separated them into 3 different user groups based on their primary interest.

I used Persona to document the insights and findings from these behaviour interviews. The pain point section are critical to the design and development of the new program.

Is this a problem worth solving?

Scoping meeting to define the gaps we want to bridge

After the interview stage, I have facilitated multiple scoping meetings with the product owner and the project team to do user story mapping exercises to get buy-ins and define the new application requirement.

After the interview stage, I have facilitated multiple scoping meetings with the product owner and the project team to do user story mapping exercises to get buy-ins and define the new application requirement.

What's next?

After the UX research phase, the other UI designer and the development team will join the project. We are planning to go on the Agile track to prototype and test the MVP.

Stay tuned for the next steps!
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