UI/UX Design Audit

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. Most teams do not need this by the end of the audit.
• 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.
• (2) Weeks of advisory retainer access to me as you implement the remediation plan:
  Following our Findings Call, you or your designated primary project contact will also have access to me via email for (2) weeks to ask me any questions about the audit or remediation plans that I provided to you. Many clients use this time to begin tackling low-hanging fruit in the audit and running their improvements by me.

Duration, Your Preparation and Tools We'll Use

• 1-3 weeks, often depending on your response time to questions, the intake period (materials collection) which happens 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.
• You should probably plan for ~1 calendar week to complete the materials collection process so I can perform the audit, assuming you're not dedicating somebody full time to the process.
• 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.
• Zoom will be used for all meetings.
• Google Docs should be used for delivering the Materials Collection (Dropbox or Google drive are ok for any Keynotes/Decks,  or non-text documents)
• Invision will be used to host your UI prototype and my audit comments

Price and 100% Money-Back Guarantee

The price for this package is $12k USD, and it comes with a 100% money-back guarantee: if you aren’t happy immediately after we complete the Findings Call, and I can’t make it right, I will refund the difference, with no questions asked. Note: Once the advisory retainer period has started, the opportunity to invoke this guarantee and/or receive your money back will no longer be available.  

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 using a credit card via the Buy Now box below. If you must pay via ACH transfer, or bank wire, email me for payment instructions. Unfortunately, I cannot accept payment through third parties or any other method except for those stated here.
• This packaged service is subject to the standard terms and conditions of my consulting services and the terms described on this page. In short, it is provided "as-is" to ensure the best value and fastest possible delivery. No additions or modifications to these terms may be made.
• You can record our phone calls without asking me first, but all live calls -- with the exception of the final findings call -- are limited to the primary stakeholder (you, or a designated person named at the beginning of the engagement) and one additional contact.
• 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.
• The audit is limited to (1) product. For very large enterprise-scale applications with different tiers etc, 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.