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	<title>Design portfolio case studies - davehone.com</title>
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	<description>Design portfolio</description>
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		<title>Reducing churn risk through tenure‑based recognition</title>
		<link>https://davehone.com/redesigning-loyalty-recognition/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Mon, 16 Mar 2026 06:08:41 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=3305</guid>

					<description><![CDATA[<p>NRMA Insurance addressed rising dissatisfaction among long‑tenure customers</p>
<p>The post <a href="https://davehone.com/redesigning-loyalty-recognition/">Reducing churn risk through tenure‑based recognition</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">NRMA Insurance faced growing customer dissatisfaction among long‑tenure customers who felt undervalued by loyalty mechanics.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center text-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-heart"></i>Research showed that loyalty in insurance is interpreted as tenure and trust, not spend or product count</li>



<li><i class="pillar-icon fa-heart-broken"></i>Product-count bonuses create dissatisfaction among long‑standing, low‑policy customers</li>



<li><i class="pillar-icon fa-poo-storm"></i>Existing loyalty constructs unintentionally overlook long‑tenure customers, increasing churn risk and eroding emotional loyalty</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center text-center">The problem to solve</h3>



<p class="has-text-align-center">I led discovery to reframe the business problem, align executives on risk‑aware scope, and define a phased, evidence‑led approach that prioritised fairness, visibility, and trust.</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-bullseye"></i>Reached agreement on framing the problem, business risks, guardrails, and decisions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-lightbulb"></i>Led product feature ideation workshops, journey mapping, and feature prioritisation</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-list-ol"></i>Prioritised feature roadmap by impact and downside risk using Kano analysis</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-rocket"></i>Tested assumptions quickly without over‑investment using AI-accelerated design</div></li>



<li></li>
</ul>



<div class="wp-block-group section text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center text-center mb-4">Key findings</h3>



<p class="text-center pb-2">Based on key findings from the ideation and Kano study research, I gave the following advice on the relative value of a range of loyalty experiences, from highest to lowest:</p>



<ul class="wp-block-list pillars make-row-2 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-file-invoice" aria-hidden="true"></i><h5>My discounts design uplift</h5> Make the value of loyalty explicit by clearly showing real dollar savings by tenure and policy, especially during policy renewal.</li>



<li><i class="pillar-icon fa-lock" aria-hidden="true"></i><h5>Lifetime tier discounts and benefits</h5> Protect long‑tenure customers from losing earned status as life circumstances change, reframing loyalty around trust rather than product count.</li>



<li><i class="pillar-icon fa-umbrella" aria-hidden="true"></i><h5>Loyalty-protected excess</h5> Automatically reduce claims excess for long‑tenure customers, embedding recognition into service and and reducing at vulnerable moments.</li>



<li><i class="pillar-icon fa-chart-pie" aria-hidden="true"></i><h5>Relationship dashboard</h5> Provide a clear, persistent view of tenure, benefits, and milestones to reinforce recognition without promotional mechanics.</li>



<li><i class="pillar-icon fa-phone" aria-hidden="true"></i><h5>Priority assistance</h5> Long‑tenure customers access specialists, empowered to deliver long-tenure specific service outcomes, translating loyalty into services rather than extra perks.</li>



<li><i class="pillar-icon fa-traffic-light" aria-hidden="true"></i><h5>Portfolio health check</h5> Reduce risk of disappointment by accessing a personalised portfolio check anytime to make sure you&#8217;re not overpaying and you&#8217;re not underinsured, based on your history and policies.</li>



<li><i class="pillar-icon fa-users" aria-hidden="true"></i><h5>Personalised and individual rewards</h5> Remove loyalty &#8220;Gold/Silver/Bronze&#8221; labels and personalise recognition. This concept was deprioritised, with learnings feeding into more concrete recognition mechanisms.</li>



<li><i class="pillar-icon fa-car" aria-hidden="true"></i><h5>Safer driving monitoring</h5> Gamified driver behaviour monitoring showed mixed responses from long‑tenure customers, with some actively disliking it. It was not a primary lever for managing long‑tenure dissatisfaction.</li>



<li></li>
</ul>
</div></div>



<p></p>
<p>The post <a href="https://davehone.com/redesigning-loyalty-recognition/">Reducing churn risk through tenure‑based recognition</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>The moment users stop trusting your service</title>
		<link>https://davehone.com/the-moment-users-stop-trusting-your-service/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Sat, 24 Jan 2026 11:58:46 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Community]]></category>
		<category><![CDATA[Government]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=3454</guid>

					<description><![CDATA[<p>Testing digital identity verification uncovered risks to completion and reputation</p>
<p>The post <a href="https://davehone.com/the-moment-users-stop-trusting-your-service/">The moment users stop trusting your service</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">Using design evaluation to test service redesign</p>



<p class="has-text-align-center">When Births, Deaths and Marriages Victoria needed to add digital proof of identity to certificate applications, trust and clarity were as important as productivity gains.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-id-card"></i>Design digital proof of identity for a high-volume government service</li>



<li><i class="pillar-icon fa-universal-access"></i>Reduce the need for in-person visits and paper-based identity checks</li>



<li><i class="pillar-icon fa-shield-alt"></i>Maintain public trust while introducing a third-party verification service</li>



<li><i class="pillar-icon fa-clipboard-check"></i>Ensure people could complete the process without help</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Digital application forms still relied on paper-based and in-person verification steps</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Physical steps compounded inequality for people with limited mobility, time or confidence</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Regional and vulnerable communities were disproportionately affected by paper-based verification</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Available digital verification options were controlled by financial institutions, raising trust and privacy concerns</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Approach</h3>



<p>Using service principles to design a prototype, I tested a proposed integration of a third-party verification service within the context of an existing government service:</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Planned and ran moderated usability testing with representative Victorian users</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Redesigned an end-to-end certificate application process with digital identity verification</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Tested with representative users to measure task completion, confidence and satisfaction</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Managed risks to government reputational spillover and negative sentiment</div></li>
</ul>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Key takeaways</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-tachometer-alt"></i>Most participants preferred online identity checks over paper or in-person</li>



<li><i class="pillar-icon fa-arrows-alt"></i>Trust dropped sharply when users were sent to a poorly integrated third-party verification site</li>



<li><i class="pillar-icon fa-user-shield"></i>Lack of transparency triggered fear, privacy concerns and abandonment risk</li>



<li><i class="pillar-icon fa-redo-alt"></i>Repeating questions and losing context made the service feel broken</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">My recommendations to government</h3>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-medal"></i>The entire journey must feel like a government service to maintain trust</li>



<li><i class="pillar-icon fa-arrows-alt"></i>Progress and context must be preserved when moving between systems</li>



<li><i class="pillar-icon fa-clipboard-list"></i>Reduce unnecessary questions by reusing information already provided</li>
</ul>



<p class="has-text-align-center"></p>
<p>The post <a href="https://davehone.com/the-moment-users-stop-trusting-your-service/">The moment users stop trusting your service</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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			</item>
		<item>
		<title>Retail personalisation with loyalty rewards</title>
		<link>https://davehone.com/personalised-retail-experience-with-loyalty-rewards/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Tue, 17 Sep 2024 00:27:00 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=2525</guid>

					<description><![CDATA[<p>Drive member engagement with a personalised rewards program</p>
<p>The post <a href="https://davehone.com/personalised-retail-experience-with-loyalty-rewards/">Retail personalisation with loyalty rewards</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="lead text-center">Recently I was asked to integrate a loyalty program into Telstra&#8217;s digital retail.</p>



<p>I needed to reconsider the customer experience for rewards to introduce points redemption processes for both outright purchase and ongoing repayment plans. I also needed to introduce member authentication to the flow, to enable personalisation and rewards membership functions.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center text-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-gifts"></i>Strengthen value propositions and customer engagement by adding points redemption to retail</li>



<li><i class="pillar-icon fa-arrow-alt-circle-right"></i>Migrate sales and support services to Salesforce and Adobe Experience Manager</li>



<li><i class="pillar-icon fa-user"></i>Introduce personalisation and authentication to an anonymous retail journey</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<p class="has-text-align-center">To design feasible and desirable personalisation, I needed to redesign the customer flow</p>



<ul class="wp-block-list sticky-notes small pillars make-row-3 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>When was the earliest that an influential and viable personalised price could be shown?</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>How to balance additional complexity of points currency with the desirability of rewards pricing? </div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>How to design an engaging experience that had a viable backstage process?</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">The work done</h3>



<ul class="wp-block-list sticky-notes small pillars make-row-3 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Analyse competitor strengths and weaknesses with heuristic evaluation</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Synthesise customer experience principles to influence decisions</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Co-create the experience to understand the best fit within constraints</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Test the customer experience with an iterative prototype</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Monitor engagement, conversions and feedback after launch</div></li>
</ul>



<h2 class="wp-block-heading has-text-align-center">Strengths, weaknesses and opportunities</h2>



<p>To answer the question, &#8220;why buy from Telstra?&#8221;, we needed to synthesise design principles for our rewards program so that we could evaluate our design ideas against a &#8216;north star&#8217;.</p>



<p>I used a heuristic analysis to evaluate 12 competitor rewards programs. For each key experience, noting moments of joy, integrations, touchpoints, frustrations, trust and transparency, and the ease of use including constraints of how and when rewards currencies could be used.</p>



<p>I synthesised the following rules of thumb from what was working, and what wasn&#8217;t.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center text-center mb-4">Key findings</h3>



<p class="text-center pb-2">Based on key findings from my research, I synthesised the following rewards customer experience principles to inform service design.</p>



<ul class="wp-block-list pillars make-row-2 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-gifts" aria-hidden="true"></i><h5>Drive rewards program engagement</h5><ul><li>Motivate sign-in with message placements</li><li>Progressively personalise via authentication states</li><li>Demonstrate rewards value, early</li><li>Make rewards easy to join and use</li></ul></li>



<li><i class="pillar-icon fa-heart" aria-hidden="true"></i><h5>Maintain trust and keep the &#8216;price promise&#8217;</h5> <ul><li>Make clear the terms of repayment plans</li><li>Raise awareness before points expire</li><li>Take the complexity out of eligibility rules</li><li>Maintain visibility of points across channels</li></ul></li>



<li><i class="pillar-icon fa-leaf" aria-hidden="true"></i><h5>Ensure viability and sustainability</h5> <ul><li>Design for compatibility with future products</li><li>Join customer flows for membership and shop websites</li><li>Prioritise opportunities that are within constraints</li></ul></li>



<li><i class="pillar-icon fa-balance-scale" aria-hidden="true"></i><h5>Balance friction and rewards functions</h5> <ul><li>Evaluate customer feedback early on mobile and desktop prototypes</li><li>Plan for consistent process across consumer and business and across outright and ongoing plans</li></ul></li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">Preparing for usability testing</h3>



<p>After facilitating co-design sessions with key stakeholders from product, design, technology, legal, and customer service, I evaluated 4 options for flows against each of the 4 customer experience principles.</p>



<p>I prepared an interactive prototype of the proposed solution for message placements, progressive personalisation and authentication, rewards redemption, and discounted price.</p>


<div class="wp-block-image text-center mb-4">
<figure class="aligncenter size-large"><img fetchpriority="high" decoding="async" width="1024" height="921" src="https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1024x921.png" alt="Annotated screen shots from an interactive prototype showing a sequence of pages from product selection to shopping cart with points redemption" class="wp-image-2605" srcset="https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1024x921.png 1024w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-300x270.png 300w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-768x690.png 768w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1536x1381.png 1536w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-2048x1841.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">I facilitated evaluative qualitative usability testing to gather early customer feedback on the design.</figcaption></figure>
</div>


<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center">We learned</h3>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-lock"></i>How message placements could influence sign-in behaviour</li>



<li><i class="pillar-icon fa-smile"></i>The extent that the features and functions for redemption had met expectations</li>



<li><i class="pillar-icon fa-exchange-alt"></i>The extent that membership and shop journeys were joined and seamless </li>



<li><i class="pillar-icon fa-cloud-rain"></i>What the friction points were and where customers needed support</li>
</ul>
</div></div>



<p></p>



<p></p>
<p>The post <a href="https://davehone.com/personalised-retail-experience-with-loyalty-rewards/">Retail personalisation with loyalty rewards</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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			</item>
		<item>
		<title>Prioritising a product backlog with lean UX</title>
		<link>https://davehone.com/prioritising-a-product-roadmap-with-lean-ux/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Tue, 11 Jun 2024 05:09:03 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Education]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=2131</guid>

					<description><![CDATA[<p>Making the best use of budget and forming a lean product backlog with principle-based design evaluation</p>
<p>The post <a href="https://davehone.com/prioritising-a-product-roadmap-with-lean-ux/">Prioritising a product backlog with lean UX</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">Using principle-based design evaluation to drive product enhancement</p>



<p class="has-text-align-center">When redesigning a self-service portal, I needed to prioritise the highest value improvements to work within budget, but also keep a strategic end-goal in sight.</p>



<p class="has-text-align-center">Using design principles to generate insights, I prioritised a design roadmap that fed the product backlog, worked on redesigns with an iterative design plan, and added to content and accessibility guidelines to achieve consistency.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-list-ol"></i>Inform requirements for an experience uplift</li>



<li><i class="pillar-icon fa-balance-scale"></i>Evaluate design using &#8216;rules of thumb&#8217; heuristics</li>



<li><i class="pillar-icon fa-bullseye"></i>Prioritise by customer and business value</li>



<li><i class="pillar-icon fa-map"></i>Redesign in stages to manage resources</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Applicants need to resolve blockers quickly to avoid delays and lost opportunity</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Application delays were a risk to business revenue potential</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Feedback themes were usability, accessibility, mobile experience and process fit</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Enquiries needed to be sent to the right place to avoid processing delays</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Approach</h3>



<p>Working with lean and agile principles, I needed to focus my design efforts on the highest value improvements:</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Review against industry-recognised design heuristic conventions</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Collaborate with stakeholders and experts to prioritise improvements</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Order a backlog by business viability, technical feasibility and UX desirability </div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Design an iterative hypothesis to address the highest priority improvements</div></li>
</ul>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Key takeaways</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-list-ol"></i>422 opportunities for improving the design, content, and accessibility</li>



<li><i class="pillar-icon fa-arrows-alt"></i>158 high value and high impact issues were prioritised </li>



<li><i class="pillar-icon fa-universal-access"></i>100 issues were directly related to accessibility compliance</li>



<li><i class="pillar-icon fa-rocket"></i>20 issues selected for proof-of-concept redesign</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">Building the case for redevelopment</h3>



<p class="has-text-align-center">After commencing the review, it was clear configuration alone would not address enough of the issues found, and that to achieve accessibility targets, the effort would exceed the available resources.</p>



<h3 class="wp-block-heading has-text-align-center">Ordering the backlog</h3>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-comments"></i>Issues were prioritised by business viability, UX desirability, and build feasibility</li>



<li><i class="pillar-icon fa-medal"></i>The highest priority issues were estimated and added to the product backlog </li>



<li><i class="pillar-icon fa-cubes"></i>Additional work orders were created for redevelopment to address the backlog</li>



<li><i class="pillar-icon fa-map"></i>Remaining work was added to the design roadmap and guidelines created</li>
</ul>



<p class="has-text-align-center">The following example shows how the review was applied to redesign a contact form.</p>



<div class="wp-block-group section-light text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h2 class="wp-block-heading has-text-align-center">Contact form redesign</h2>



<h3 class="wp-block-heading has-text-align-center">Current state review</h3>



<p class="has-text-align-center">I started redesign tasks using the design review and backlog to break down the big design piece into smaller units of work. As an example, here&#8217;s a summary of the design review for the contact form.</p>



<ul class="wp-block-list make-row-2 hide-me sequence-me small">
<li><h4>Guidelines needed</h4>
<ul class="wp-block-list">
<li>Writing style inconsistencies included use of passive language, inconsistent sentence case, inconsistent first-person references (&#8220;your&#8221;, &#8220;my&#8221;, &#8220;their&#8221;), and inconsistent proper noun capitalisation</li>



<li>Design inconsistencies included the use of components mismatched to the type of question, like pull down lists with hundreds of options, and checkbox components used when a radio control was more appropriate.</li>
</ul>
</li>



<li><h4>Simplified form design</h4>
<ul class="wp-block-list">
<li>A single column form layout was needed to reduce the risk of omission errors</li>



<li>The number of questions needed to be reduced to fit on a single page, by conditionally hiding irrelevant questions, and removing the unnecessary information gathering</li>



<li>On-screen instruction was needed to explain what information was needed, but instructions for how to use a web interface (e.g., ‘click below’) were not needed.</li>
</ul>
</li>



<li><h4>Improved accessibility </h4>
<ul class="wp-block-list">
<li>Pull-down option select elements were not accessible when used to show hundreds of options</li>



<li>Unanswered mandatory questions should not have had a valid answer selected by default, so that omission errors would be detected</li>



<li>Temporary placeholder text should not have been used for instructions because they disappeared. Persistent helper text was needed for error correction (e.g., to explain phone number formats).</li>
</ul>
</li>



<li><h4>Mobile experience</h4>
<ul class="wp-block-list">
<li>Ineligible text that appeared partially off screen and text that was obscured under overlapping elements reduced form usability</li>



<li>A responsive design was needed to re-flow wide content to fit the screen, and replace fixed width tables that did not resize</li>



<li>The mobile navigation needed redesign so that navigation links were usable and not obscured off-screen</li>



<li>The mobile header needed redesign. One quarter of the mobile screen was filled with unused white space that displaced useful content.</li>
</ul>
</li>
</ul>


<div class="wp-block-image text-center">
<figure class="aligncenter size-large"><img decoding="async" width="1024" height="723" src="https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-1024x723.png" alt="An excerpt from a design review showing screen shots of the current state desktop and mobile designs, and conditional states of interactive elements." class="wp-image-2168" srcset="https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-1024x723.png 1024w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-300x212.png 300w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-768x542.png 768w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-1536x1085.png 1536w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-2048x1446.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Design review excerpt showing screen shots for a contact form marked up with categorised issues.</figcaption></figure>
</div>


<div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex">
<div class="wp-block-button wp-block-buttons downloads"><a class="wp-block-button__link wp-element-button" href="https://davehone.com/download/2186/?tmstv=1718493080" target="_blank" rel="noreferrer noopener">Download design review (PDF 11.2Mb)</a></div>
</div>
</div></div>



<h2 class="wp-block-heading has-text-align-center">Future state redesign</h2>



<p>Using Figma and a design system based on Fluent, I needed to redesign components to address the accessibility issues and improve mobile compatibility.</p>



<p>The design had to accommodate two states: a future state, and an operational state:</p>



<ol class="wp-block-list">
<li><strong>Future state</strong>: a strategic end-user focussed design that addressed 422 issues and achieved WCAG 2.2 AA success criteria with a contemporary design system</li>



<li><strong>Operational state</strong>: a design iteration, collaborated with product and technical teams, based on a prioritised roadmap of 20 of 422 improvements and the legacy design system.</li>
</ol>



<div class="wp-block-group section text-center mb-0"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading mb-4">The redesigned contact form</h3>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-hourglass-end"></i>Reduced redundant form choices from 600 options to 20 options</li>



<li><i class="pillar-icon fa-mobile"></i>Responsive and mobile compatible, and WCAG 2.1 AA accessibility improvements</li>



<li><i class="pillar-icon fa-edit"></i>Content consistent with writing style guidelines.</li>
</ul>


<div class="wp-block-image text-center">
<figure class="aligncenter size-large"><img decoding="async" width="1024" height="712" src="https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-1024x712.png" alt="Excerpt from a design handover document showing responsive break points, content modules and conditional variations." class="wp-image-2169" srcset="https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-1024x712.png 1024w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-300x209.png 300w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-768x534.png 768w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-1536x1068.png 1536w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Mobile and desktop handover document for a contact form redesign, showing responsive components and conditional variations.</figcaption></figure>
</div></div></div>



<div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex">
<div class="wp-block-button wp-block-buttons downloads"><a class="wp-block-button__link wp-element-button" href="https://davehone.com/download/2171/?tmstv=1718000828" target="_blank" rel="noreferrer noopener">Download design files (PDF 5.7Mb)</a></div>
</div>
<p>The post <a href="https://davehone.com/prioritising-a-product-roadmap-with-lean-ux/">Prioritising a product backlog with lean UX</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>RMIT University GUI Design System</title>
		<link>https://davehone.com/rmit-university-gui-design-system/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Tue, 07 Mar 2023 12:17:00 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Education]]></category>
		<category><![CDATA[Product design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=2827</guid>

					<description><![CDATA[<p>A large scale redesign to bring clarity, consistency, and UI/UX governance to a complex university website</p>
<p>The post <a href="https://davehone.com/rmit-university-gui-design-system/">RMIT University GUI Design System</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">A large‑scale redesign to bring clarity, consistency, and governance to a complex university website.</p>


<div class="wp-block-image text-center">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="682" src="https://davehone.com/wp-content/uploads/2026/03/RMIT_Portfolio_image-1024x682.jpg" alt="Photo of design system assets printed out on paper, showing key components of the GUI design guidelines" class="wp-image-2828" srcset="https://davehone.com/wp-content/uploads/2026/03/RMIT_Portfolio_image-1024x682.jpg 1024w, https://davehone.com/wp-content/uploads/2026/03/RMIT_Portfolio_image-300x200.jpg 300w, https://davehone.com/wp-content/uploads/2026/03/RMIT_Portfolio_image-768x512.jpg 768w, https://davehone.com/wp-content/uploads/2026/03/RMIT_Portfolio_image-1536x1023.jpg 1536w, https://davehone.com/wp-content/uploads/2026/03/RMIT_Portfolio_image.jpg 2026w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">RMIT GUI Design Guidelines: 80 high-fidelity designs and atomic design components</figcaption></figure>
</div>


<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-landmark"></i>Redesign for a large education institution</li>



<li><i class="pillar-icon fa-fingerprint"></i>Extend a visual design into a design system</li>



<li><i class="pillar-icon fa-bullseye"></i>Support leadership with digital governance</li>



<li><i class="pillar-icon fa-map"></i>Navigate complex stakeholder alignment</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">Approach</h3>



<p class="has-text-align-center">RMIT’s public website supported a huge range of services, from course discovery and new student acquisition to current student front doors for support and services. The existing interface was fragmented, inconsistent, and difficult to maintain. To deliver a sustainable uplift, I needed to:</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Build a deep understanding of the breadth of services across the university</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Lead design across organisational silos to gain buy‑in on a shared look and feel</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Construct a new design system compatible with legacy CMS constraints </div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Translate photography and print‑brand elements for digital‑readiness</div></li>
</ul>


<div class="wp-block-image text-center">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="682" src="https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-modules-1024x682.jpg" alt="An selection of page excerpts from the RMIT GUI manual showing module descriptions" class="wp-image-3436" title="" srcset="https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-modules-1024x682.jpg 1024w, https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-modules-300x200.jpg 300w, https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-modules-768x512.jpg 768w, https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-modules-1536x1023.jpg 1536w, https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-modules.jpg 2026w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Excerpts from the RMIT GUI manual showing module foundations of the design system.</figcaption></figure>
</div>


<div class="wp-block-group section-light text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h2 class="wp-block-heading has-text-align-center">Work I completed</h2>



<p class="has-text-align-center">I joined the project as Senior UX Designer, responsible for shaping the user experience and ensuring the new design language could be implemented within RMIT’s ageing CMS. My work included:</p>



<ul class="wp-block-list make-row-3 hide-me sequence-me small">
<li><h4>Extend the UI/UX design system</h4>
<ul class="wp-block-list">
<li>Retrofit the agency-provided visual designs for compatibility with legacy CMS, and evolving brand and content and UX requirements</li>



<li>Redesign the navigation, visual design, page grids, interface patterns, brand images, and proposed information architecture to match the legacy content feed</li>



<li>Test the new information architecture, new navigation, and new interface patterns.</li>
</ul>
</li>



<li><h4>Assist content migration</h4>
<ul class="wp-block-list">
<li>Cross-functional stakeholder engagement across multiple organisational silos </li>



<li>Influence work without authority, enabling different ways of working with a unified look and feel </li>



<li>Design dozens of new content templates and new UI patterns that match real world context</li>



<li>Photography for use across the site for brand and content purposes</li>



<li>Design sub-brand applications for campaign sites, schools, and RMIT International.</li>
</ul>
</li>



<li><h4>Improve accessibility </h4>
<ul class="wp-block-list">
<li>Interview students living with a disability to test the new design with assistive tools</li>



<li>Test intuitiveness of key journeys with English-second-language international students</li>



<li>Test cognitive load of complex tasks using course information.</li>
</ul>
</li>



<li></li>
</ul>


<div class="wp-block-image text-center">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="752" src="https://davehone.com/wp-content/uploads/2026/03/Portfolio-book-4-1024x752.jpg" alt="A photo of open photography books showing textural artistic photographs of the RMIT campus" class="wp-image-3350" srcset="https://davehone.com/wp-content/uploads/2026/03/Portfolio-book-4-1024x752.jpg 1024w, https://davehone.com/wp-content/uploads/2026/03/Portfolio-book-4-300x220.jpg 300w, https://davehone.com/wp-content/uploads/2026/03/Portfolio-book-4-768x564.jpg 768w, https://davehone.com/wp-content/uploads/2026/03/Portfolio-book-4-1536x1128.jpg 1536w, https://davehone.com/wp-content/uploads/2026/03/Portfolio-book-4-2048x1505.jpg 2048w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">By photographing everyday textures and surfaces I found around campus, I built a flexible image library that could scale across brand backgrounds and video stills.</figcaption></figure>
</div></div></div>



<h2 class="wp-block-heading has-text-align-center">Results</h2>



<p>The project delivered a more consistent, accessible, and maintainable digital experience for RMIT. It also laid the groundwork for stronger digital governance and a more unified brand presence.</p>


<div class="wp-block-image text-center">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="682" src="https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-before-after-1024x682.jpg" alt="An image showing the impact if the redesign before and after." class="wp-image-3450" srcset="https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-before-after-1024x682.jpg 1024w, https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-before-after-300x200.jpg 300w, https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-before-after-768x512.jpg 768w, https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-before-after-1536x1023.jpg 1536w, https://davehone.com/wp-content/uploads/2026/03/RMIT-Portfolio-before-after.jpg 2026w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">A side by side view showing the website before and after the redesign, highlighting the shift to a clearer, more consistent and accessible digital experience.</figcaption></figure>
</div>


<p>I had an excellent foundation from external agencies Symplicit, U1 and Reactive taking on the initial visual design and journeys, our internal leadership team driving organisational change along a bumpy road, and our long-suffering digital content team. Together we delivered:</p>



<ol class="wp-block-list">
<li>Successful testing and rollout of a my redesigned navigation and content structure</li>



<li>Collaboration with content teams across the university to rebuild hundreds of pages</li>



<li>Close partnership with engineering to transform legacy CMS outputs with CSS and JS</li>



<li>The RMIT site relaunch in 2013, establishing a modernised foundation for future digital work.</li>
</ol>
<p>The post <a href="https://davehone.com/rmit-university-gui-design-system/">RMIT University GUI Design System</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>Addressing equity barriers with inclusive service design</title>
		<link>https://davehone.com/services-for-students-living-with-disability/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Sun, 05 Mar 2023 04:59:17 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Community]]></category>
		<category><![CDATA[Education]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=1847</guid>

					<description><![CDATA[<p>Understanding barriers helps to prioritise accessible service improvements</p>
<p>The post <a href="https://davehone.com/services-for-students-living-with-disability/">Addressing equity barriers with inclusive service design</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">Recently I was asked to evaluate an Australian university&#8217;s reasonable adjustment plan service (RAPs).</p>



<p class="has-text-align-center">RAPs is a service designed to address inequitable access to education.</p>



<p class="has-text-align-center">Using co-creation to understand the end-to-end experience, we prioritised improvement opportunities based on impact and technical complexity.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center text-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-code-branch"></i>Understand the end-to-end front-stage and back-stage journeys</li>



<li><i class="pillar-icon fa-users"></i>Evaluate current state pain points, channels, processes and touch points</li>



<li><i class="pillar-icon fa-signal"></i>Prioritise opportunities for improvements</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center text-center">The problem to solve</h3>



<p class="has-text-align-center">I needed to reach out to accessibility communities of practice, students, health care professionals and internal stakeholders to find out what was working well and where there was room to improve services for students living with a disability.</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-edit"></i>Start with a deep understanding of students living with a disability</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-cubes"></i>Work across organisation silos and include users to co-create a future state vision</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-chart-bar"></i>Evaluate opportunities for improvement, using service design rules of thumb</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-cogs"></i>Shift thinking from current solutions to problem statements</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center text-center">Outputs</h3>


<div class="wp-block-image text-center pb-5">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="590" src="https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-1024x590.png" alt="A customer journey diagram showing episodes of an end-to-end journey, divided into swim lanes for user types, channels, system actions and apin points" class="wp-image-1884" srcset="https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-1024x590.png 1024w, https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-300x173.png 300w, https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-768x443.png 768w, https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-1536x885.png 1536w, https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-2048x1181.png 2048w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">First, we identified front and back-stage actors, episodes and high-level user stories.</figcaption></figure>
</div>

<div class="wp-block-image text-center pb-5">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="590" src="https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-1024x590.png" alt="A quadrant diagram showing 109 user stories written on post it notes, arranged by priority with highest value and lowest effort in the top right, and lowest value and highest effirt in the bottom left" class="wp-image-1885" srcset="https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-1024x590.png 1024w, https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-300x173.png 300w, https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-768x443.png 768w, https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-1536x885.png 1536w, https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-2048x1181.png 2048w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Then, we prioritised opportunities by estimating build complexity and business value.</figcaption></figure>
</div>

<div class="wp-block-image text-center pb-5">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="516" src="https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-1024x516.png" alt="Diagram showing a complex process flow for several front-stage and back-stage use cases" class="wp-image-2031" style="object-fit:cover" srcset="https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-1024x516.png 1024w, https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-300x151.png 300w, https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-768x387.png 768w, https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-1536x774.png 1536w, https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-2048x1032.png 2048w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Finally, using a deep knowledge of the user journey, prioritised user stories, and principles of service design as inputs, I facilitated workshops to redesign key processes.</figcaption></figure>
</div>


<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h4 class="wp-block-heading has-text-align-center text-center mb-4">Key findings</h4>



<p class="text-center pb-2">Based on key findings from my research, I gave the following advice to the university.</p>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-dungeon" aria-hidden="true"></i><h5>Manual, financial and geographical barriers</h5> Paper-based medical processes should be digitised to reduce financial barriers for students, and relieve practitioner administration.</li>



<li><i class="pillar-icon fa-robot" aria-hidden="true"></i><h5>Seamless automation, initiated early</h5> Early self-identification should initiate automated, sequenced workflows to reduce delays and reliance on process familiarity.</li>



<li><i class="pillar-icon fa-shapes" aria-hidden="true"></i><h5>Multi-system interoperability</h5> Multi-system journeys should be further integrated with clear next steps where re-platforming is not yet possible.</li>



<li><i class="pillar-icon fa-universal-access" aria-hidden="true"></i><h5>Accessibility guidelines compliance</h5> An experience uplift should better support equitable access, and a roadmap is needed for WCAG compliance.</li>



<li><i class="pillar-icon fa-shield-alt" aria-hidden="true"></i><h5>Levels and types of access</h5> Disconnected front line support processes should be seamlessly connected to improve information sharing and secure access.</li>



<li><i class="pillar-icon fa-users" aria-hidden="true"></i><h5>Relationships start before the CRM record</h5> Customer records should start before the application process so that candidates don&#8217;t need to repeat themselves.</li>
</ul>
</div></div>



<p></p>
<p>The post <a href="https://davehone.com/services-for-students-living-with-disability/">Addressing equity barriers with inclusive service design</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>Optimising shopping cart experience</title>
		<link>https://davehone.com/quantitative-design-research-case-study/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Mon, 21 Jun 2021 02:57:54 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Report]]></category>
		<category><![CDATA[Research]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=1672</guid>

					<description><![CDATA[<p>How to keep the development squad moving with quantitative design evaluation</p>
<p>The post <a href="https://davehone.com/quantitative-design-research-case-study/">Optimising shopping cart experience</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">Keeping customer insights flowing with quantitative evaluation</p>



<p class="has-text-align-center">I was asked which of two shopping cart designs was more likely to meet user needs. A live test wasn&#8217;t practical, so I needed data to inform a high-risk decision.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">The challenge</h2>



<ul class="pillars make-row-4 hide-me sequence-me wp-block-list">
<li><i class="pillar-icon fa-clock"></i>Inform an urgent decision with customer preferences</li>



<li><i class="pillar-icon fa-balance-scale"></i>Evaluate usability of two shopping cart design options</li>



<li><i class="pillar-icon fa-project-diagram"></i>Assess how usability and journeys were impacted</li>



<li><i class="pillar-icon fa-signal"></i>Measure preferences and report on significant inferences</li>
</ul>
</div></div>



<p class="lead">I proposed a robust and achievable research plan to support a redesign of a shopping cart. When the need arose for unplanned research, I needed a way to get more customer insights and keep the rest of my schedule intact.</p>



<p>Urgent unplanned work is not ideal, but when new discoveries raised important questions, I needed to adapt my plan. Although qualitative activities could have given us more depth, they would have disrupted my scheduled activities, inconvenienced participants and exceeded my budget. Quantitative, unmoderated research was an achievable and effective way to get a &#8216;quick read&#8217; of categorical preferences.</p>



<p>As part of a broader research program that included multiple research methods, planning a contingency for quantitative design evaluation got the best outcome for the project.</p>



<p>The question, &#8220;Which of these two design concepts will we develop?&#8221;, could have been researched using multiple methods but the question was one of probability. Which design, A or B, was most likely to meet user needs?</p>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Design axioms (rules of thumb) and customer feedback indicated two potential design solutions (A or B)</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Both designs (A and B) followed reasonable practice and weaknesses were not immediately obvious</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Axioms for simplicity and affordance when taken to extremes, appeared to conflict</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Preferences were important and experience (not price alone) was driving channel value</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Approach</h3>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Participants used a mobile prototype to perform tasks and answer questions on their own device</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>300 participants were split into two balanced cells with similar characteristics, and each cell rated one design</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Non-parametric tests found statistically significant differences in how the designs were rated</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Results were shared quickly, followed by a report and a solutions workshop</div></li>
</ul>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Key takeaways</h2>



<p>Lessons learned from what worked well with this approach:</p>



<ul class="pillars make-row-4 hide-me sequence-me wp-block-list">
<li><i class="pillar-icon fa-gift"></i>Planning contingency allowed me to accommodate new discoveries and support innovation</li>



<li><i class="pillar-icon fa-hat-cowboy"></i>Quantitative unmoderated usability testing gave insight on journeys, not just interfaces</li>



<li><i class="pillar-icon fa-signal"></i>Statistical tests identified statistically significant customer preferences</li>



<li><i class="pillar-icon fa-user-clock"></i>Results gave the project confidence and the direction they needed to support decisions</li>
</ul>
</div></div>



<h2 class="wp-block-heading has-text-align-center">Report</h2>



<p>The report drew conclusions by analysing closed-question responses (what responses participants chose) with sentiment analysis of free-text responses (why they chose that), and a statistical test on how customers rated each design (A or B).</p>



<p>Non-parametric tests were used to report on statistical significance of preferences. This analysis was the first step of an ongoing optimisation experimentation program, and the methods evolved after live experimentation capability was deployed.</p>



<p>It&#8217;s important to note that although analysis revealed a statistically significant result by comparing 2 variations, and did so at the early stages of design before development, that this experiment wasn&#8217;t concluded until an uplift was observed in production.</p>



<div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex">
<div class="wp-block-button wp-block-buttons downloads"><a class="wp-block-button__link wp-element-button" href="/download/1714/?version=1-0">Read analysis report (PDF 1.2Mb)</a></div>
</div>
<p>The post <a href="https://davehone.com/quantitative-design-research-case-study/">Optimising shopping cart experience</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>Failing early. Lessons learnt from usability testing</title>
		<link>https://davehone.com/test-assumptions/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Fri, 21 May 2021 15:13:13 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Community]]></category>
		<category><![CDATA[Government]]></category>
		<category><![CDATA[Research]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=1061</guid>

					<description><![CDATA[<p>Test initial assumptions and reduce the risk of delivering systems that do not meet user needs</p>
<p>The post <a href="https://davehone.com/test-assumptions/">Failing early. Lessons learnt from usability testing</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">When I was asked to evaluate a government website, I encountered a discrepancy between government stakeholder assumptions and the needs of the non-profit sector</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-search"></i>Evaluate a design in late-stage development</li>



<li><i class="pillar-icon fa-hand-holding-heart"></i>Improve services for government and non-profit organisations</li>



<li><i class="pillar-icon fa-puzzle-piece"></i>Test the assumptions used to discover requirements</li>



<li><i class="pillar-icon fa-comments"></i>Gather feedback from community organisation fundraisers</li>
</ul>
</div></div>



<p class="lead">I love working with teams who have a drive to make things better. But strong motivation to solve problems must be balanced with an understanding of which problems to solve.</p>



<p>I was I brought into the team to check that a web application was accessible. It was the last development sprint.</p>



<p>The team had built a website to help community organisations and non-profit fundraisers comply with government legislative requirements and make the formerly paper-based process easier.</p>



<p>I needed to become familiar with the complexities of the product, understand the needs of community fundraisers, then plan and run research activities to evaluate the proposed design.</p>



<p>Interviewing internal stakeholders revealed that subject matter experts had completed requirements discovery using expert-level knowledge of backstage processes and legislation. Community fundraisers had not seen the design.</p>



<div class="wp-block-group section-light text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Non-government organisation (NGO) fundraiser needs</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-user-clock"></i>Community NGO operating models are distinct from the big industry leaders</li>



<li><i class="pillar-icon fa-thumbs-up"></i>Community NGOs rely on older volunteers who are familiar with previous models</li>



<li><i class="pillar-icon fa-pencil-alt"></i>Organisations need to proactively support adoption of new models</li>



<li><i class="pillar-icon fa-smile"></i>Government needs to support compliance via organisations and volunteers</li>
</ul>



<p></p>
</div></div>



<h2 class="wp-block-heading has-text-align-center">Testing</h2>



<p>I observed two user groups with a think-aloud usability test protocol. Group one was a mix of staff administrators who oversee regulation and support backstage process, and group two were community organisation fundraisers who need to comply with regulation.</p>



<p>Observing staff subject matter experts helped me understand how internal stakeholders viewed the process fitted to the legislative model. Observing community user workflows helped me understand how the system fitted real world use.</p>



<p>I had a hunch that comparing and internal and external perspectives would help build empathy. By including both staff and community users in the research I hoped to understand how the design was aligned to the needs of both community users and staff.</p>



<h3 class="wp-block-heading has-text-align-center">Staff user group</h3>



<p>Staff subject matter experts were familiar with the backstage processes.</p>



<p>Staff participants said that the design was clean and simple, and that filling in the forms online was much easier than the paper-based version.</p>



<p>Staff participants were observed completing tasks with a reasonably high success rate, and subjectively rated the system as performing well. After the first few tests it looked like the new system was meeting staff expectations.</p>



<ul class="wp-block-list sticky-notes small pillars make-row-3 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>&#8220;It’s simple and basic, nothing that I think needs to be changed.&#8221;</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>&#8220;Easy to use overall.&#8221;</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>&#8220;That&#8217;s the way our process works.&#8221;</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Community fundraisers group</h3>



<p>Fundraisers were asked to use the new system to complete their workflows the way they would normally on paper. I asked them to talk to me about how and why they work that way.</p>



<p>Community users became disoriented by a process flow which didn&#8217;t match the way they needed to collect information.</p>



<p>Specialist jargon vocabulary used in the interface instruction caused confusion and incorrect information to be supplied. Errors would require call backs to resolve, increasing support requirements for both users and service desk.</p>



<p>Community users became increasingly frustrated with poorly sequenced navigation that appeared to take users backward.</p>



<p>I observed them failing key tasks, losing work done without a save function, or giving up having been unable to complete tasks.</p>



<ul class="wp-block-list sticky-notes small pillars make-row-3 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>&#8220;I&#8217;m lost &#8211; haven&#8217;t I been here already and already answered these questions?&#8221;</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>&#8220;I&#8217;ve had this screen before. We’re going around in circles. I thought I’d gone back to the previous screen…</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>&#8220;Where am I now? Are these traps that you set for us?&#8221;</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>&#8220;I&#8217;m really angry now. This is the worst thing I’ve seen in years&#8221;</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>&#8220;Where’s the exit? I would get out of the whole thing. This is disgusting. I’d complain to the Minister&#8221;</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>&#8220;I find this impossible… I’d rather print the form off and spend two hours completing it on paper&#8221;</div></li>
</ul>



<h2 class="wp-block-heading has-text-align-center">Areas for improvement</h2>



<p class="has-text-align-center">Underlying problems and themes became clear throughout the test.</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body"><i class="pillar-icon fa-check"></i>Process flows needed to match the way users gather information in the real world</div></li>



<li><div class="card-body"><i class="pillar-icon fa-check"></i>Users needed to know what information they needed at hand before they started</div></li>



<li><div class="card-body"><i class="pillar-icon fa-check"></i>Inaccessible overlays needed to be replaced with straightforward linear flows</div></li>



<li><div class="card-body"><i class="pillar-icon fa-check"></i>With multiple business touch points, users still needed one point of contact</div></li>



<li><div class="card-body"><i class="pillar-icon fa-check"></i>The form should not have asked for the same information twice, even if it is needed by two different business units</div></li>



<li><div class="card-body"><i class="pillar-icon fa-check"></i>With multiple steps to complete, a save function was needed to retain work done</div></li>



<li><div class="card-body"><i class="pillar-icon fa-check"></i>Internal business vocabulary and jargon needed to be simpler plain language</div></li>



<li><div class="card-body"><i class="pillar-icon fa-check"></i>A clear progress bar was needed so that process steps could be understood</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Measuring the difference</h3>



<p>With hundreds of insights, I was confident that analysis would demonstrate a measurable difference in how the system matched the needs of staff and the needs of the community.</p>



<p>By correlating participant task success rates with questionnaire responses, along with in-depth voice of the community, I reported on the overall similarities and differences between the two groups and the challenges they faced.</p>



<h3 class="wp-block-heading has-text-align-center">Comparing staff and community user feedback</h3>



<p>Staff participants rated the system significantly higher than community participants for satisfaction and effectiveness. Staff reported far fewer issues, and the problems observed were not as severe compared to external users. Staff used their knowledge of the backstage process to recover from errors.</p>



<p>Staff participants were far more forgiving, and important design problems were not represented in their feedback.</p>



<h2 class="wp-block-heading has-text-align-center">Actions taken</h2>



<p>Findings were written in a detailed report and distributed for the team to consider. A summary of findings was presented in a follow-up workshop to prioritise improvement opportunities.</p>



<p>After commitments were made to address critical issues, the development team needed to estimate refactoring code, because many of the features that tested poorly had already been developed.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Key takeaways</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-graduation-cap"></i>Staff expert users are not representative of all users</li>



<li><i class="pillar-icon fa-puzzle-piece"></i>Use experts to inform initial assumptions</li>



<li><i class="pillar-icon fa-comments"></i>Test early with external stakeholders</li>



<li><i class="pillar-icon fa-dollar-sign"></i>Problems are expensive to fix after development</li>
</ul>
</div></div>
<p>The post <a href="https://davehone.com/test-assumptions/">Failing early. Lessons learnt from usability testing</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<item>
		<title>Delivering measurable impact with research</title>
		<link>https://davehone.com/customer-research-case-study/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Thu, 20 May 2021 09:00:00 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Research]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=468</guid>

					<description><![CDATA[<p>How research helped deliver a 10% increase in share-of-wallet in a competitive market</p>
<p>The post <a href="https://davehone.com/customer-research-case-study/">Delivering measurable impact with research</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="lead text-center">How customer research helped deliver a 10% increase in share-of-wallet</p>



<p class="text-center">Using regular customer feedback, I helped a mobile app developer increase their wallet-share, and built the business case for further customer research.</p>



<div class="wp-block-group section-dark section text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Project outcomes delivered</h2>



<ul class="pillars make-row-4 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-trophy"></i>Redesign that positioned Sportsbet as the leader in a competitive category</li>



<li><i class="pillar-icon fa-user-secret"></i>Design and product decisions guided with an outside-in view of customer experience</li>



<li><i class="pillar-icon fa-sad-cry"></i>Qualitative observation of pain points that led to design improvements</li>



<li><i class="pillar-icon fa-chart-bar"></i>Quantitative evaluation that prioritised building the most valuable features</li>
</ul>
</div></div>



<h2 class="wp-block-heading has-text-align-center">The research brief</h2>



<p class="has-text-align-center">As UX Researcher it was my responsibility to support the decisions of a team of 15 product owners, 15 designers and an executive board.</p>



<h3 class="wp-block-heading has-text-align-center">Product</h3>



<ul class="pillars make-row-3 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-mobile-alt"></i>Sportsbet is Australia’s leading mobile app in the gaming category</li>



<li><i class="pillar-icon fa-dollar-sign"></i>Half a million customers spend up to $1 million per day</li>



<li><i class="pillar-icon fa-shopping-cart"></i>Thousands of products across two websites and two mobile apps</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Business goals</h3>



<ul class="pillars make-row-3 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-gift"></i>Differentiate the Sportsbet experience from competitors by being responsive to customers</li>



<li><i class="pillar-icon fa-redo-alt"></i>Experiment and test to deliver innovative, targeted and safe experiences</li>



<li><i class="pillar-icon fa-exclamation-triangle"></i>Support development by mitigating potential risks of negative reactions to change</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Customers</h3>



<ul class="pillars make-row-4 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-map-signs"></i>Market share is driven by customer choice of provider</li>



<li><i class="pillar-icon fa-gifts"></i>Customer choice is driven by quality experiences and rewards</li>



<li><i class="pillar-icon fa-arrows-alt"></i>Most customers regularly choose two or more providers</li>



<li><i class="pillar-icon fa-walking"></i>High-value customers have low loyalty and switch regularly</li>
</ul>



<div class="wp-block-group section-dark"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Stakeholder engagement</h2>



<p class="has-text-align-center">I needed to engage stakeholders to gain support for my research plan and objectives.</p>



<h4 class="wp-block-heading has-text-align-center">Gained support for a 12-month research plan</h4>



<ul class="make-row-3 hide-me sequence-me spaced text-center wp-block-list">
<li>Identified the people and processes needed for my plan to succeed</li>



<li>Secured funding needed to set up a lab and incentivise customer participation</li>



<li>Collaborated with stakeholders to prioritise work requests, backlog and spend</li>



<li>Worked with security teams to use customer data in a safe, secure and policy-compliant way</li>



<li>Consulted broadly to guide interpretation of findings and get buy-in on actions taken</li>



<li>Published high quality reports and built a loyal readership list of thought leaders</li>
</ul>



<h4 class="wp-block-heading has-text-align-center">Set up a centre of excellence for design research</h4>



<ul class="make-row-3 hide-me sequence-me spaced text-center wp-block-list">
<li>Dispelled myths about qualitative research and got quantitative practitioners onside</li>



<li>Built confidence in findings by correlating qualitative insights with quantitative data</li>



<li>Mentored junior team members in contemporary UX research methods</li>



<li>Regularly monitored and reported on the impact of changes on user experience</li>



<li>Shifted conversations by live streaming video of research sessions</li>



<li>Built a searchable knowledge base to increase re-use and visibility of research insights</li>
</ul>



<p></p>
</div></div>



<h2 class="wp-block-heading has-text-align-center">My research approach</h2>



<h3 class="wp-block-heading has-text-align-center">Found opportunities to guide decisions</h3>



<ul class="make-row-3 hide-me sequence-me spaced text-center wp-block-list">
<li>Embedded myself into the product team (not the development team!)</li>



<li>Unpacked solutions and assumptions into questions</li>



<li>Recommended appropriate research methods (not just surveys!)</li>



<li>Answered research questions and gathered hundreds of new insights</li>



<li>Participated in regular product ideation and discovery sessions</li>



<li>Shared design insights the day after, followed by weekly reports</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Validated evidence by correlating attitudes and behaviours</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Managed participant recruitment, using data to target specific cohorts</li>



<li>Observed pain points of customers as they used their preferred products</li>



<li>Quantitatively measured severity and impact of qualitative issues found</li>



<li>Prioritised actions taken using quantitative data to size each opportunity</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Integrated research into agile development</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Designed a research process that integrated into fortnightly development sprints</li>



<li>Researched features for each upcoming sprint and shared insights before build commenced</li>



<li>Collaborated with stakeholders to prioritise research request backlogs</li>



<li>Collaborated with stakeholders to agree on the value and urgency of opportunities found</li>
</ul>



<div class="wp-block-group section-light"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">My deliverables</h2>



<p class="has-text-align-center">I created artefacts as needed to support uptake of evidence. For each research activity that meant writing up a full report every two weeks detailing the results of each analysis.</p>



<h3 class="wp-block-heading has-text-align-center"><i class="pillar-icon fa-cog"></i>Strategic activities delivered</h3>



<ul class="make-row-3 hide-me sequence-me spaced text-center wp-block-list">
<li>Facilitated 4 stakeholder workshops to help identify market opportunities</li>



<li>Undertook 25 stakeholder interviews to discover objectives</li>



<li>Designed a research canvas to help form objectives for activities</li>
</ul>



<h3 class="wp-block-heading has-text-align-center"><i class="pillar-icon fa-chart-pie"></i>Quantitative research delivered</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Designed and built 14 quantitative studies</li>



<li>Surveyed 1,600 customer participants</li>



<li>Statistical analysis of millions of data points</li>



<li>Reported trends at 95% confidence</li>
</ul>



<h3 class="wp-block-heading has-text-align-center"><i class="pillar-icon fa-comments"></i>Qualitative research delivered</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Facilitated 40 contextual interviews</li>



<li>Facilitated 2 customer journey mapping workshops</li>



<li>Facilitated 111 one-on-one qualitative usability tests</li>



<li>Qualitative analysis of 3,500 behavioural observations</li>
</ul>



<h3 class="wp-block-heading has-text-align-center"><i class="pillar-icon fa-exchange-alt"></i>Stakeholder management</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Wrote 50 research briefs to get buy-in on research activities and manage spend</li>



<li>Wrote 50 extensive reports with observations, evidence and recommendations</li>



<li>Presented fortnightly summaries of findings to build influence of research insights</li>



<li>Led 20 prioritisation sessions to gain commitment on actions taken</li>
</ul>
</div></div>



<h2 class="wp-block-heading has-text-align-center">Key design challenges</h2>



<p class="has-text-align-center">Here&#8217;s a small sample of the types of insights generated from my customer research.</p>



<p class="has-text-align-center">For each finding, evidence was written up in a report, analysis was presented, recommendations were discussed, and follow-up actions were prioritised.</p>



<h3 class="wp-block-heading has-text-align-center">Help customers to discover products</h3>



<p class="has-text-align-center">I researched customer discovery of entry, exit and re-entry points for core journeys like registration, product selection, and product purchase.</p>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Product choice added flexibility but placed pressure on users to manage choice complexity</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Useful product suggestions required intuiting customers&#8217; current mindset and goals beyond historical actions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Poor personalisation trained customers to ignore marketing and product suggestions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>I researched influence opportunities for omni-channel journeys (radio, TV, print and in-person)</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Match content to customer mindsets</h3>



<p class="has-text-align-center">Recruiting customer participants with carefully managed customer cohort data meant that I could match prototype content to product preferences and better simulate machine learning personalisation.</p>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Recruited participants that were representative users of the content being tested</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Increased content relevancy prompted exploration and increased perception of service value</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Presentation of personalisation was critical to mitigate &#8216;creepy&#8217; monitoring that degraded trust</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Personalisation enhanced the memorability and enjoyment of key &#8216;brand moments&#8217;</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Ease core journey friction points</h3>



<p class="has-text-align-center">By observing participants as they used the product in a naturalistic way, the impact of friction points became clear.</p>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Poor accessibility on data entry forms increased uncaught human error for important information</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Journeys without consistent error recovery increased anxiety, sense of loss, and degraded trust</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Higher error rates observed on small elements near mobile screen edges</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>User accuracy was impeded near physical edge bevels of wrap-around mobile device screens</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Redesign shopping cart journeys</h3>



<p class="has-text-align-center">Initial experience of product innovation relies more heavily on journey design than instruction.</p>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Multiple journey entry points were required to complete combination products</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Established behaviours influence combination product choice more than instructions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Unclear eligibility in marketing messages caused disappointment and loss</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Lower value offers prompted unfavourable comparisons</div></li>
</ul>



<div class="wp-block-group section-dark"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Demonstrated value</h2>



<h3 class="wp-block-heading has-text-align-center">Stakeholder influence</h3>



<ul class="pillars make-row-2 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-thumbs-up"></i>Stakeholder engagement during research drove a 90% uptake of 300 recommendations</li>



<li><i class="pillar-icon fa-eye"></i>Stakeholder video reviews captured 3,500 observations that had immediate influence</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Measured impact</h3>



<ul class="pillars make-row-3 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-grin-stars"></i>Before and after metrics indicated a 20% uplift in customer satisfaction over the previous design</li>



<li><i class="pillar-icon fa-rocket"></i>Metric uplift and positive feedback informed the decision to launch the new design</li>



<li><i class="pillar-icon fa-chart-line"></i>Key financials were up 10% within 2 weeks of launch of the new design</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Increased customer engagement</h3>



<ul class="pillars make-row-2 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-star"></i>Most active customers installed the new app within 2 weeks of launch and gave favourable reviews</li>



<li><i class="pillar-icon fa-wallet"></i>Share-of-wallet spend on the new app was $100,000/day above trend within 2 weeks of launch</li>
</ul>



<p></p>
</div></div>



<h3 class="wp-block-heading has-text-align-center">A solid business case for research</h3>



<ul class="pillars make-row-3 hide-me sequence-me spaced"><li><h4>Costs</h4><p>Research costs comprise software, recruitment, incentivises and consultancy at $300,000</p></li><li><h4>Growth</h4><p>Measured growth is 10%, comprising $1,000,000/day (actual) minus $900,000/day (previous trend)</p></li><li><h4>Cost recovery</h4><p>At 10% growth, $300,000 cost is recoverable 3 days after launch of the new design</p></li></ul>
<p>The post <a href="https://davehone.com/customer-research-case-study/">Delivering measurable impact with research</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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