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Upon starting a project, I typically work with stakeholders and other team members to determine goals and identify improvements that can be made within the software. If there is a problem that has already been identified I start from there. However, If the problem hasn’t yet been identified, I typically use expert UX research methods to identify areas that should be improved first to maximize ROI.

The second part of this stage is setting goals, obtaining requirements, defining constraints and determining timelines. I identify with stakeholders and team members the business priorities and define the objectives and key results we’d like to obtain from design work.

Methods Previously Used = Stakeholder Interviews, UX Audits, User Interviews/Field Studies, OKR’s, Project Timelines, Project Briefs, Product Roadmapping, Targeted Surveys, Feedback Analysis

Assumptions Matrix

While improving upon a client management software for SAMI, I used an assumptions matrix to determine what tasks to prioritize. The two vertices include the amount of effort involved to implement the solution and the amount of impact it would have on the business and its users. Using this matrix we were able to get closer to identifying what solutions we should prioritize.

Project Timelines

Using Figma, my team member and I created a gantt chart to illustrate our process to create a website for a new client. We shared this with team members and stakeholders to establish expectations and set timelines.

UX Audit

Before starting a redesign of the internal CRM at Online Image. I did a UX audit of the existing software. I identified and compiled core UI elements within the software, accessibility issues, existing feedback from users and usability issues.