UI/UX Design Audit for ML/AI and Analytical Data Products

Does your UI/UX feel hard to use, dated, or unprofessional? Is your design causing customer complaints, sales difficulties, usability, or engagement problems?

In ~1 week, my UI/UX audit and prioritized remediation plan will tell you exactly what design changes you need to make to get your data product, service or application back on track.

Stethescope on table

I would tell everybody about this [Audit] service

Companies like us, we don’t have design eyes, right, or want to invest in a design group. Our biggest fear [going in] was that [the Interface Design Audit and Remediation Plan] wouldn’t necessarily be actionable. And, the good news was that it was actionable. Separate from being an expert, Brian was able to describe things in ways that really made us understand. I would absolutely tell everybody about this service. You should reach out to Brian because he does good stuff!

Sean Coleman Sean Coleman
CTO, BA Insight

Are You Facing Some of These Challenges?

  • Low user engagement with your software application, dashboard, data product or AI/ML solution?
  • Customers or business stakeholders struggle to perceive the value, despite significant engineering, data science, or analytics investment?
  • You know there is a fundamental issue with some of your existing user experience, but updating it could be costly or disruptive to your engineering teams and business objectives?
  • Customers aren't making decisions with the data and insights you provide?
  • Complaints about usability and simplicity are increasing—from customers, prospects, your customer service reps, or sales team?
  • The design is making it hard for sales to communicate the value easily?
  • Customer churn for your SAAS is increasing?
  • Your UI or story doesn't look good, or "feels like engineers designed it"?

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.

We appreciate your design audit…

We appreciate your UI design audit (watch video) of the Covid 19 Decision Support Dashboard, and the power of coming together with collaboration that raises the bar for everybody.

Erika Darling Co-Department Head
UX, Visualization & Decision Support
Covid-19 Healthcare Coalition
The MITRE Corporation

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.


Just email me at brian@designingforanalytics.com.

Buy Now / Next Steps

Once payment is completed, you will automatically receive an email with instructions on how to begin the audit process

[Brian is] the reference for a great designer

I always considered you as the reference for a great UX designer...

Omri KesselOmri Kessel
VP & GM Cloud Insights Software Business

Brian brings a very high floor in terms of end results. The worst possible end result they will get from him is so much higher than what most designers can provide at their best.

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
CEO, Apptopia

Brian's designs and recommendations significantly shifted people’s excitement and expectations [for our survey data platform]. He understands data.

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.