Interface Design Audit

Does your UI/UX feel hard to use, dated, or unprofessional? Is the design causing customer complaints, sales difficulties, or usability problems?  In ~1 week, get an actionable video diagnosis of your UI along with a prioritized remediation plan, so you know what changes you need to make to get back on track.

Stethescope on table

Are You Facing Some of These Challenges?

  • Low user engagement with a SAAS analytics product, internal analytics service, custom data product, or other decision support tool?
  • Customers or business stakeholders struggle to perceive the value, despite significant data science, engineering, and overall technical investment?
  • You don't feel confident in the experience your users are or will have with your data or analytics product?
  • Complaints about usability and simplicity?
  • Sales or customer adoption of your data service is difficult (the intrinsic value is not seen/felt?)
  • Customer churn is becoming a problem for your SAAS?
  • Your UI doesn't look good, or feels awkward, and you know it could be better?
  • You need to hire analytics translators to ensure your data science efforts show ROI to the business?

If your entire team is not aligned around why you are designing or redesigning your product/service, how it will be measured, and what types of activities are required to get there, how will you arrive quickly at a successful design that supports your user and business objectives? Whether you’re embarking on a new design project, or your current design feels wrong, looks bad, or is hard to use, you need to know what’s wrong with a design before you can fix it. Simply adding polish or doing another redesign without a strategy won’t fix UX issues that can end up impacting the business results you seek.

What If You Could

  • Learn to identify what’s wrong with your service or a section/feature within it, and how to objectively identify when you’ve reached a better version of the design for your customers and business?
  • Understand how to direct your design resources/team to deliver a solution to you that makes sense for your customers, your business, and you?
  • Rapidly get a fresh, expert, outside opinion on why your design is underperforming, and what you should do about it, stated in clear language any non-designer can understand?
  • Reduce the number of revision cycles you have to go through before your design team “gets it”?
  • Save time by learning how to validate designs along the way, before you’ve fully committed to them?
  • Save money by not embarking on the wrong engineering work that adds technical debt, locks you into a path that’s costly to change, and slows down your future velocity?
  • Begin to mentally picture what the “North Star” version of your design might look like, and how it might wow your customers?
  • Understand how to address the UX design issues that ultimately determine the business success you will realize from your UI, dashboards, and data visualizations?

The Design Audit & Remediation Plan is the Solution

Whether you’re embarking on a new design project, or your current design feels wrong, looks bad, or is hard to use, you need to know what the objective of the design is before you can make it effective. Simply adding polish or doing another redesign without a strategy won’t fix UX issues that can end up preventing the business results you seek.

“There is nothing so useless as doing efficiently that which should not be done at all.”—Peter Drucker

In about one week, you can walk away with a list of recommendations on what types of design changes you should make to help you achieve the results you are looking from. From cosmetic to strategic, your design choices are only successful if they are properly aligned to your customer/user goals and your business objectives.  When it comes time to execute against this strategy, you'll be able to express exactly what types of design improvements you need executed, and you–along with your design team or vendors–will know how to objectively measure those improvements. If you follow the strategy provided, your user experience, business outcomes, and customer satisfaction will increase, and you'll feel more confident that your product/service is on the right track.

What Do You Get in This Plan?

  • A kickoff call to set the goals and objectives for the audit
    This is typically crafted during the kickoff phone call, which is usually ~2 hours, and provides a critical foundation for the next two phases outlined below. I will solicit the business and UX drivers for why the audit is important now, what outcomes you want to get out of the remediation plan, and will give you a chance to demo to me the biggest concerns you have in the UI.
  • A written, detailed, UI audit of your current design with improvement recommendations.
    The audit (typically provided via an Invision prototype containing screen captures of your application/product) can be conducted against any design artifact of any fidelity (i.e. dashboards, visualizations, wireframe, prototype, working software, MVP, POC, etc.). The audit will include be addressing areas of concern you have previously identified, as well as the suspicious areas of concern I see that you may need to address. While the "number of screens" is quite flexible, please see the fine print regarding very large, enterprise-scale applications.
  • A video walkthrough of the written UI audit (on request).
    After the written Invision UI Audit is provided, if you have questions or would like futher detail or explanation for any areas of the audit, I will record a narrated video of me going through those areas of concern to add additional color, detail, and context for the written feedback.
  • A prioritized remediation plan - in this brief 1-2 page document, I will summarizing at an executive level the issues I saw in the detailed Invision audit, and provide a remediation plan that will prioritize the changes you need to make that are tied back to the original goals from the kickoff meeting.  Typically, I prioritize the plan based on the biggest win/easiest efforts first so you can ideally begin making changes immediately and start seeing results.
  • Findings call: After delivering the video audit to you via email, we will have a closing call where I present my findings, the remediation plan, and summary of the video audit. You'll also have a chance to ask any questions at this time.
  • (1) Week of retainer access: Following our Findings Call, your or a designated primary project contact will also have access to me via email or phone for (1) week to ask me any questions about the audit, recommendations or remediations that I provided to you.

How Long Does It Take and How Should You Prepare?

  • 1-2 weeks, often depending on your response time to questions, the intake/materials collection at the beginning, and scheduling.  You will likely be able to start making changes to your design prior to the Findings Call, since the Invision audit can be viewed at any time once I begin it.
  • The first kickoff call will probably take ~ 2 hours.
  • The second call (sometimes combinable with the first) is your time to demo your product/service to me, and show me your concerns. This usually takes 1-2 hours, depending on the complexity of your service.
  • Your should have a list of your design concerns, your business objectives, your top use cases for the audit, and your key stakeholders ready for our calls. I will send you instructions as soon as your proceed with the audit.
  • Please get a login/password ready for me to use to access your service, prototype, website, etc. While we will be auditing screen shots of the app, I still will want to access it directly if possible. You will get the best results if I can experience your service with real or realistic data that simulates a real user / customers' experience.

Price and 100% Money-Back Guarantee

The price for this package is $9,000, and it comes with a 100% money-back guarantee: if you aren’t happy at the end of the engagement, and I can’t make it right, I will refund the difference, with no questions asked.

Topics/Areas I Will Advise On Include:

  • User interface design, data visualization, and visual design are the primary focus of this audit however, I will also review:
  • User experience (UX) issues
  • Interaction design issues
  • Usability / workflow issues
  • Honeymoon/Onboarding experiences

Fine Print

  • Payment is due up front, in full. I accept credit cards (see below), bank wire or checks.
  • This plan is subject to the terms and conditions of my consulting services.
  • You can record our phone calls without asking me first
  • This plan does not include me making design changes to your service/application. It is advisory in nature, however at the Findings Call, we can discuss how I might be able to help you implement the remediation plan.
  • For very large enterprise-scale applications, I will only audit the most important parts of the application or service, with your guidance, as opposed to every screen/feature of the software. We will work together to establish which area(s) deserve focus for the audit and remediation plan. Contact me below if you have questions about this.
  • If your service works on a mix of devices i.e. Mobile / Tablet /  Desktop, I will ask you to prioritize which of the experiences you'd like me to audit.  I'm happy to spot-check multiple renderings for any critical areas of concern on multiple devices, but in general, the audit is a "one-device" audit since more often than not , the feedback I'll be providing is not device-specific.

Questions?

Just email me at brian@designingforanalytics.com.

Buy Now / Next Steps

  • I accept credit cards online for immediate payment.
  • Please email me for payments via US bank check, ACH bank transfer, and wires.
  • Once you purchase the Audit, some next steps will be automatically emailed to you to get the audit started.

I can’t recommend Brian enough…

When Brian came on board, he helped us significantly accelerate our design efforts and meet our major enterprise clients’ expectations and deadlines. We have gotten a lot of mileage out of his work, and we've received good responses from our customers. I can’t recommend him enough.

Alex BeletskyAlex Beletsky
COO and Co-Founder
Dispatch.me

So much higher than what most designers can provide…

When you’re bringing on a consultant, there is always a level of uncertainty about results, and there’s nothing worse than ending up with solutions that aren’t feasible, workable, or usable at the end of the process. While Brian’s processes differed from what I was used to, and I didn’t always want to get into the level of requirements detail that he felt was necessary, the bottom line is that Brian brings a very high floor in terms of end results. Given how many different responsibilities I am juggling at any given time, it was extremely comforting to know that my goals for the [new Apptopia analytics] product would always be met, and that my bottom line was so high. I’ve recommended Brian to my peers because the worst possible end result they will get from him is so much higher than what most designers can provide at their best.

Jonathan KayJonathan Kay
COO, Apptopia

The new design Brian created will only help reinforce GSG’s brand as being innovative and ahead of the curve…

A big concern when you’re introducing new technology to your staff and clients is making sure they will want to use it. We were concerned about the ease of use and appeal of a new survey data platform we were introducing, but Brian was really able to understand our challenges quickly. His design and recommendations significantly shifted people’s excitement and expectations around it. A big reason why we hired Brian is because he understands data, and the new design he created will only help reinforce GSG’s brand as being innovative and ahead of the curve. My team has been really impressed with Brian's ideas and the simplicity of the designs he created. I definitely recommend him!

Michelle WoodruffMichelle Woodruff
VP of Practice Operations
Global Strategy Group

Photo by Bill Oxford on Unsplash.