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Project Preface

I led two simultaneous projects aimed at improving the operational efficiency and customer experience for Comfy Cows. The first project involved developing a mobile ice cream application designed to deliver a seamless, personalized ordering experience for customers. The second project focused on creating a real-time management dashboard for store staff, aimed at improving order and inventory management.

The mobile app empowers customers to easily browse, customize, and place orders, offering a smooth and intuitive experience. It allows for personalized recommendations and simplifies the checkout process, ensuring a user-friendly interface that caters to different customer needs, from first-time visitors to loyal patrons.

The dashboard provides store staff with powerful tools to efficiently manage operations. Staff can track inventory levels in real-time, receive automatic low-stock alerts, and ensure order accuracy to minimize errors. Additionally, the dashboard includes delivery tracking features, enabling staff to monitor and manage deliveries in real time, ensuring timely and accurate service.

By integrating these two systems—the customer-facing app and the staff management dashboard—the solution streamlines overall operations. It enhances the customer experience through a simplified and personalized ordering process while providing staff with the necessary tools to manage high order volumes, monitor inventory, and coordinate deliveries. This dual approach optimizes both the front-end and back-end operations, improving efficiency, reducing errors, and elevating service quality across the board.

Sprint Planning and Grooming

 

Prioritization of Features

  • MoSCoW Prioritization: I utilized the MoSCoW prioritization technique (Must have, Should have, Could have, Won’t have) to determine the most critical features for the app. Based on detailed customer journey maps, I identified key features that would significantly enhance the user experience, such as improved product visualization, a streamlined checkout process, and personalized recommendations.
  • Impact and Feasibility: These features were prioritized according to their potential impact on the customer experience and the feasibility of their implementation within the project timeline and technical constraints. This approach ensured that the most valuable features were delivered first, allowing for immediate improvements in user satisfaction.

Defining Sprint Goals

  • Sprint 1 – User Research & Analysis: The goal of the first sprint was to gather valuable insights through user research, which included conducting surveys and user interviews, as well as analyzing competitor apps. This data provided the foundation for informed design and development decisions.
  • Sprint 2 – Information Architecture: The second sprint focused on defining the information architecture of the app, ensuring that the user flow, navigation, and structure were intuitive and aligned with the customer needs identified during research.
  • Subsequent Sprints: Each following sprint had clear, specific goals that built upon the previous work, including UI design, feature implementation, and user testing.

Duration and Scoping

  • Sprint Duration: Each sprint was scoped to last two weeks, providing a consistent rhythm for delivering work and collecting feedback.
  • Clear Scope of Work: The scope for each sprint was well-defined and carefully managed to ensure that the team’s efforts were focused on achievable deliverables. This helped prevent scope creep and kept the project on track.
  • Project Duration: The entire project spanned six months, during which I remained actively involved in each sprint, ensuring that the goals and deliverables were met on time and within the scope.

What I achieved

Enhanced Operational Efficiency:

Comfy Cows' workflow, combined with real-time monitoring and streamlined order management capabilities, greatly improved operational efficiency throughout the entire supply chain.


Increased customer satisfaction

Clear communication channels, automated notifications, and transparent order tracking strengthened relationships and built trust among stakeholders, leading to an improved overall customer experience.

Optimized Predictive Anaylitics

More precise predictive analytics. Real-time data on inventory, sales trends, and order patterns enables accurate demand forecasting, improving inventory planning and resource allocation. Customizable analytics further streamline operations, reducing waste and ensuring the company can consistently meet customer demand..

The full scope of this project is under NDA

The case study overviews my impact, contributions, and learnings as a designer. For additional information on
the project please contact me directly

The problem space: Ice Cream Industry

In the delightful world of ice cream, the logistics surrounding its delivery present unique challenges that call for creative solutions. Ice cream delivery involves carefully transporting this beloved treat to ensure it remains frozen and fresh. The process requires precise coordination and management to maintain the perfect temperature and quality while navigating various routes and traffic conditions. From sourcing high-quality ingredients to packing orders for timely delivery, every step is crucial in bringing joy to customers with each scoop.Image source: https://www.freepik.com/free-photo/strawberry-ice-cream-cone_8133957.htm#fromView=keyword&page=1&position=25&uuid=98045727-f101-4cc7-9bdd-c42a329ae5f9

Problem Statement:

Ice cream shops face a significant challenge in providing a seamless experience for both customers and staff due to the lack of integrated technology for order customization, inventory management, and delivery coordination. Customers often find current ordering systems difficult to navigate, making it hard to quickly personalize their ice cream orders through mobile apps. On the other hand, store staff struggle with managing real-time inventory, customizing orders to customer preferences, and tracking deliveries efficiently, leading to operational delays, errors, and inconsistent service.

To address these challenges, there is a need for a comprehensive solution that simplifies the ordering process for customers with an intuitive mobile app, while providing store staff with an effective management system that ensures smooth order handling, accurate inventory tracking, and real-time delivery monitoring. This solution should improve both the customer experience and operational efficiency, enabling faster, more accurate orders and streamlined workflow management for staff.

Identified Conflicts:

Aligning with stakeholders’ expectations for the workshop

 — Objective: Ideate new ways to enhance in-store and online customer engagement, drawing inspiration from the initial research indicating a high value placed on personalized interaction by customers.

 — Outcome: Clear, focused objectives aiming to improve both digital and in-store customer experiences.

Market Analysis:

I discovered conflicting data on market trends – some sources indicated a growing demand for vegan ice cream, while others highlighted gourmet flavors as the trend. We also noticed there was a growing demand for sustainability, specifically citing eco-friendly packaging.

1. Growing Demand for Vegan Ice Cream

  • Market Growth: The global vegan ice cream market has been experiencing substantial growth. According to a 2023 report by Grand View Research, the vegan ice cream market size was valued at approximately USD 1.7 billion in 2022, with a compound annual growth rate (CAGR) of around 12.3% from 2023 to 2030. This reflects a growing consumer preference for dairy-free, plant-based alternatives due to increasing awareness of health, sustainability, and ethical concerns regarding animal products.
  • Consumer Trends: A survey by Mintel found that 39% of US consumers are interested in trying dairy-free alternatives, with a significant portion of these consumers looking for plant-based ice cream options. This aligns with the increasing popularity of vegan diets and the shift toward more ethical food choices.
  • Key Drivers: The rise of plant-based and vegan diets, along with increased lactose intolerance awareness, is likely contributing to the demand. Brands like Ben & Jerry’s and Halo Top have capitalized on this demand, offering more plant-based options.

2. Popularity of Gourmet and Premium Flavors

  • Gourmet Ice Cream Trends: At the same time, premium and gourmet ice cream has seen significant growth. According to a 2022 report by Technavio, the premium ice cream segment is projected to grow by USD 8.56 billion from 2022 to 2027, driven by a shift in consumer preferences toward indulgence and new flavors. Gourmet ice creams, which often include unique or upscale ingredients like salted caramel, pistachio, matcha, and alcohol-infused varieties, have been increasingly popular with consumers seeking an elevated experience.
  • Consumer Preferences: According to Mintel’s 2022 Ice Cream Trends, 41% of US consumers said they enjoy trying new or unique flavors of ice cream, reflecting the rising trend of novelty and indulgence in the category. Consumers are more willing to pay a premium for flavors that offer exotic or rare ingredients, contributing to the rise of gourmet options in the market.
  • Premiumization: The premiumization trend is also a significant factor, with consumers willing to spend more on higher-quality ingredients and unique flavor profiles. Brands like Jeni’s Splendid Ice Creams and Haagen-Dazs are examples of this trend, with their emphasis on artisanal craftsmanship and bold, inventive flavors.

3. Increasing Focus on Sustainability and Eco-friendly Packaging

  • Consumer Demand for Sustainability: Sustainability is a key trend across many consumer goods industries, including ice cream. A 2022 survey by NielsenIQ showed that 73% of global consumers were willing to pay more for sustainable products, and packaging plays a key role in this. In the ice cream sector, eco-friendly packaging—such as recyclable, biodegradable, and compostable containers—has become an important selling point.
  • Sustainable Packaging Initiatives: Major brands like Ben & Jerry’s and Halo Top have committed to using sustainable packaging. Ben & Jerry’s, for example, announced that by 2025, it aims to transition its ice cream containers to 100% recyclable packaging. This mirrors a broader trend within the food industry where sustainability has become a central focus.
  • Environmental Impact: Ice cream manufacturers are also under pressure to reduce their carbon footprints and increase the use of plant-based ingredients that require fewer resources to produce. The environmental impact of traditional dairy farming has spurred growth in plant-based alternatives, which align with broader environmental and sustainability goals.

What the Data is Saying:

While vegan ice cream and gourmet flavors are both growing in popularity, these trends are not mutually exclusive. It’s possible for companies to tap into both markets simultaneously by offering gourmet vegan ice cream or using innovative, sustainable packaging. The differing data may arise from how various sources define these trends (e.g., the vegan trend is often linked with health-conscious or ethical consumerism, while gourmet focuses on indulgence and premium experiences).

Points to Consider:

  • Vegan Ice Cream: Driven by dietary trends, ethical consumerism, and a shift towards dairy-free options, this segment is seeing strong growth.
  • Gourmet Flavors: Indulgent, premium, and unique flavors continue to attract consumers who are willing to pay more for a superior experience.
  • Sustainability: Packaging and sourcing materials that are eco-friendly have become a critical factor in appealing to environmentally conscious consumers, influencing both vegan and gourmet segments.

Client Pain points

Staff need an intuitive dashboard to manage orders, track fleet status, and ensure order accuracy.

Order Management during peak hours, juggling walk-ins, phone, and online orders leads to confusion and delays. It’s hard to keep track of special requests, which results in mistakes and added stress.

The manual tracking of deliveries to customers not only introduces inefficiencies but also poses significant risks to operations and overall customer experiences.

Who are we building for?

Store Management

Who I Am:
I’m an employee at The Comfy Cow, responsible for managing daily operations in the store, including order fulfillment, inventory tracking, and ensuring orders are delivered efficiently. I also monitor the status of orders, handle customizations, and oversee delivery logistics.

My Goals:

  • Ensure a smooth and efficient operation by managing inventory accurately and quickly.
  • Process customer orders, including customizations, swiftly and without errors.
  • Track deliveries to ensure that orders are dispatched and arrive on time.
  • Maintain a clean and organized store while keeping customers happy.

My Pain Points:

  • Managing inventory manually can be time-consuming and prone to errors, especially during peak hours.
  • Customizing orders with specific requests can sometimes lead to confusion or mistakes.
  • Tracking deliveries manually and coordinating with the delivery team can be disorganized, especially with last-minute changes.
  • A lack of a central system to view all customer orders and inventory levels in real-time often means running between tasks, which increases the chance of mistakes or delays.

Areas of Opportunity to Make My Life Easier:

  • A real-time inventory management system that automatically updates stock levels as items are used or sold, helping to avoid stockouts.
  • A centralized order management system that allows me to easily view and customize orders, ensuring I don’t miss any special requests.
  • Fleet tracking integrated into the management system so I can see the delivery status in real-time and coordinate with drivers more efficiently.
  • Automated notifications for inventory low points or order status updates to help me stay on top of tasks without needing to constantly check.

First Time Cu

Who I Am:
I’m a newcomer to Comfy Cows, either visiting for the first time or using the mobile app for the first time. I might not be familiar with the flavors, ordering process, or store policies, so I’m looking for a simple, welcoming experience.

My Goals:

  • Understand the menu and ordering process quickly.
  • Get guidance on popular options or recommendations based on my preferences.
  • Have a smooth, easy-to-follow experience from start to finish, whether I’m ordering in-store or via the app.
  • Receive clear information about prices, customization options, and delivery.

My Pain Points:

  • Overwhelmed by the menu or lack of guidance on where to start.
  • Not sure how to navigate the mobile app and its features.
  • Lack of clarity about the ordering process, including payment and delivery options.
  • Concern about potential mistakes in my first order (e.g., wrong flavor, incorrect customization).

Areas of Opportunity to Make My Life Easier:

  • A guided walkthrough in the app or in-store to help me understand how to customize and order.
  • Clear menu categories and filter options to help me easily explore flavors based on my tastes or dietary preferences.
  • First-time user incentives, such as a discount or free topping, to make the experience more rewarding.
  • Simple, clear explanations of delivery and pickup options, along with an easy-to-use payment system.

Family Cu

Who I Am:
I’m a parent or caregiver, often ordering ice cream for a group, whether it’s a family treat, birthday celebration, or special event. I’m managing multiple orders for different people, with various preferences and dietary restrictions.

My Goals:

  • Easily customize orders for different family members with varying tastes and dietary needs.
  • Keep the process simple and quick, especially when dealing with multiple people or children.
  • Get everything I need in one go—order for everyone in the family, including any special requests or customizations.
  • Have the option for delivery if we’re at home or pickup if we’re on the go.

My Pain Points:

  • Juggling multiple orders and preferences can be time-consuming and confusing.
  • I often forget to mention important details, like allergies or dietary restrictions, especially when ordering for kids.
  • Lack of clear options for customizing orders for multiple people (e.g., “one scoop, no nuts,” “dairy-free,” etc.).
  • If I order in advance, it’s hard to know when the order will be ready or if everything will be correct.

Areas of Opportunity to Make My Life Easier:

  • Family-friendly ordering system that allows me to place multiple orders with individual customizations in one go (e.g., for each family member).
  • Dietary filters or options in the app (e.g., dairy-free, nut-free, etc.) to ensure I’m meeting everyone’s needs.
  • Group order management where I can review and edit each person’s order before submitting.
  • Real-time order status updates to help me track when the order is ready or being delivered, so I know when to expect it.

Busy Cu

Who I Am:
I’m someone who’s always on the go, juggling work, errands, and family. I don’t have much time to wait in line or deal with complicated ordering processes, but I still love to treat myself to some ice cream when I can.

My Goals:

  • Get my ice cream quickly without waiting in long lines or dealing with a complicated ordering process.
  • Personalize my order easily to fit my taste preferences.
  • Have the option for delivery or pickup at my convenience.
  • Save time by avoiding unnecessary steps and get straight to the fun part—ordering and enjoying my ice cream.

My Pain Points:

  • Long wait times in-store are frustrating, especially when I’m in a hurry.
  • A complicated or confusing mobile app can add unnecessary time to the process.
  • Lack of clear communication about order status, which makes me unsure when my order will be ready or delivered.

Areas of Opportunity to Make My Life Easier:

  • A quick and simple mobile app that allows me to customize my order with just a few taps and skip long lines.
  • Order tracking so I can see when my ice cream is being made and when it’s ready for pickup or delivery.
  • Express checkout and payment options to minimize the time spent on the app or in the store.
  • Flexible delivery and pickup options based on my schedule, including a delivery tracking feature for real-time updates.

Approved Persona Deliverable – I am authorized to provide one example of my persona work as per my agreement.

Loyal Cu

Who I Am:
I’m a frequent visitor to Comfy Cows, and I know exactly what I like when it comes to my ice cream. I’ve tried most of the flavors and toppings, and I tend to stick to my favorites, but I’m always open to a new flavor or customization suggestion.

My Goals:

  • Order quickly and efficiently based on my usual preferences or past orders.
  • Enjoy exclusive rewards or promotions as a loyal customer.
  • Have a personalized experience that makes me feel valued.
  • Stay updated on new flavors or seasonal offerings.

My Pain Points:

  • Sometimes, I need to re-enter my preferences or payment info even though I’ve ordered the same thing multiple times.
  • Lack of incentives or rewards for returning customers.
  • Difficulty keeping track of loyalty points or discounts in the ordering system.
  • Limited personalization or recommendations based on my past orders.

Areas of Opportunity to Make My Life Easier:

  • Saved preferences and order history in the app, so I can reorder my favorites with one tap.
  • A loyalty program integrated into the app that tracks my points, rewards, and special offers.
  • Personalized recommendations based on my past orders, or a “favorites” section to make it easier to find what I love.
  • Push notifications for exclusive offers, new flavors, and promotions to keep me engaged.

The design opportunities I identified

I aimed to address the pain points faced by store staff and and the four customers of the Comfy Cow. The goal is to empower stakeholders with real-time monitoring capabilities for order management, Inventory tracking, streamlined workflows, and predictive analytics, thereby transforming how logistics operations are managed in the industry.

Exploring preferences, customization needs, timing consideration, and pain points in ordering ice cream.

Different ideas explored through Brainstorming

Flavor Customizations:  Choose from a wide range of flavors, mix-ins, and toppings with a preview feature.

Loyalty Rewards Program: Customers earn points for each purchase that can be redeemed for discounts or exclusive flavors.

​Order Tracking: Real-time tracking from order preparation to delivery, including fleet tracking and estimated delivery time.

Local Ingredients Information: Highlight locally sourced ingredients for transparency and appeal to eco-conscious customers.

Order Queue: Suggest flavors based on order history or preferences.

Order Instructions: A dashboard that allows employees to view and manage current orders with all customization details.

Dashboard Design: Created an intuitive dashboard with visualizations and alerts.

Interactive Maps: Integrated maps for visualizing risk factors like weather and traffic.

​Alert System: Implemented alerts for timely notifications of critical risks.

Fleet Tracking: Monitor delivery drivers in real-time, showing delivery status and estimated arrival times for staff.

Order Accuracy Checklist: A checklist for staff to confirm order accuracy before dispatching.

Inventory Management: Track ingredient availability to avoid unavailable items on the customer side.

By facilitating proactive risk management, the UI ensures smooth operations.

Mind map for Store Staff

Different ideas explored through Brainstorming

Mapping out the critical workflows:

Workflow for 'Busy Customer'

In my role as the Product Owner, I prioritized the development of a robust risk mitigation workflow for Busy customers, integrating fleet tracking capabilities:

Mind map for Sand Supplier

Ideating the Design Solution

Wireframes:
 
After thoroughly analyzing the user needs and understanding the challenges of the ice cream ordering process, I began designing workflows for both customer-facing and store management interfaces. For the customer experience, I focused on creating a mobile app with simple, intuitive screens that allowed users to easily customize their ice cream orders. For the store staff, I designed a management system to streamline inventory tracking, order customization, and fleet delivery monitoring.

Starting with paper sketches, I iterated through multiple versions of the designs to refine the user experience. Given the real-time nature of the solution—handling both customer interactions and operational data—it was crucial to prioritize and present information in a clear, actionable way. This ensured both customers and staff could quickly make informed decisions, whether customizing an order or managing inventory and deliveries efficiently.

Building the Design System

In my role, I led the creation of a design system tailored to the solution’s needs, ensuring consistency across screens. Key components included a Style Guide with carefully chosen colors, typography, and icons. This system promoted coherence, scalability, and alignment with user preferences.

Activity Breakdown by Sprint

Sprint 1-3: User Research & Analysis
Responsibilities: Conducted comprehensive user research through contextual interviews with potential app users, including frequent and occasional customers. Analyzed market trends and consumer behavior within the ice cream industry, focusing on online purchasing patterns and preferences. Developed detailed user personas to represent key segments of the target audience, and mapped out their behaviors, needs, and pain points across various use cases.
Deliverable: A detailed user research report, complete with well-defined personas, usage scenarios, and behavioral insights to inform subsequent design and development phases.

Sprint 4: Information Architecture
Responsibilities: Leveraged insights from user research to develop the app’s information architecture. Created a structured sitemap categorizing content into intuitive sections such as ‘Flavors’, ‘Custom Cakes’, and ‘Orders’. Designed the foundational wireframes to outline the app’s navigation, ensuring both user-friendliness and efficient content delivery.
Deliverable: A comprehensive sitemap and initial wireframes that clearly defined the app’s structure and user flow.

Sprint 5-6: Initial Design Concepts
Responsibilities: Developed multiple design concepts by exploring color schemes, typography, and visual elements aligned with the brand’s identity. Created low-fidelity mockups for key screens, experimenting with layout configurations that balanced aesthetic appeal with usability and ease of navigation.
Deliverable: Design concepts and low-fidelity mockups illustrating the app’s visual direction and basic layout.

Sprint 7: Interactive Prototyping
Responsibilities: Translated low-fidelity mockups into interactive prototypes using tools like Adobe XD. Incorporated interactive elements, such as clickable buttons and scrollable lists, to simulate the user experience and facilitate realistic user testing scenarios.
Deliverable: An interactive prototype for initial user testing, enabling stakeholders and testers to explore the app’s core features in a realistic, interactive format.

Sprint 8: User Testing Round 1
Responsibilities: Organized and facilitated usability testing sessions with participants matching our defined user personas. Observed user interactions with the prototype, identified usability issues, and collected qualitative feedback on the app’s interface and functionality. Analyzed test results to uncover patterns and areas for design improvement.
Deliverable: A report summarizing user testing findings, including actionable recommendations and insights for design enhancements.

Sprint 9-10: Design Refinement
Responsibilities: Refined the app’s design based on feedback from the initial user testing. Focused on optimizing UI elements such as buttons, navigation menus, and layout structures to enhance usability and address identified issues.
Deliverable: Updated design mockups and revised prototypes incorporating refinements to improve the overall user experience.

Sprint 10: Advanced Features Design
Responsibilities: Designed advanced features, including the custom cake builder tool. Developed detailed wireframes and high-fidelity mockups for these features, ensuring seamless integration with the app’s existing design and user flow. Focused on usability and intuitiveness to enhance the functionality of these specialized features.
Deliverable: Design interfaces and interactive prototypes for advanced features, ensuring they were user-friendly and aligned with the app’s overall objectives.

Sprint 11: User Testing Round 2
Responsibilities: Conducted a second round of user testing, focusing specifically on advanced features such as the custom cake builder. Gathered feedback on their usability, functionality, and integration with the rest of the app, making note of opportunities for further improvement.
Deliverable: A comprehensive report detailing findings from the second round of user testing, including feedback on advanced features and recommended adjustments.

Sprint 12-14: Final Design & Prototyping
Responsibilities: Compiled feedback from previous sprints to finalize the app’s UI/UX design. Created high-fidelity prototypes of the entire app, ensuring every screen, interaction, and transition was meticulously detailed. Prepared the final design assets for handoff to the development team.
Deliverable: A complete high-fidelity prototype of the app, fully prepared for development, and accompanied by detailed documentation of design specifications.

Sprint 14: Accessibility and Compliance (Currently In Progress)
Responsibilities: Conducting an accessibility audit to ensure compliance with WCAG (Web Content Accessibility Guidelines) and other relevant standards. Adjusting design elements such as color contrast, font sizes, and navigational aids to improve usability for all users, including those with disabilities. Ensuring inclusivity in the design and interface for a broader audience.
Deliverable: An updated design that meets accessibility standards, ensuring the app is usable by individuals with various disabilities and compliant with industry best practices for accessibility.

Key Findings from User Testing

Customer-Facing App (Ice Cream Ordering)

  1. Navigation Clarity
    Users found the navigation flow intuitive, but some struggled with finding certain features, like custom cakes and the full menu. Many users expressed confusion about where to find specific ice cream flavor options or how to filter based on preferences (e.g., dairy-free or vegan options).

  2. Customization Experience
    Customizing ice cream orders was a hit for most users; however, the customization options were overwhelming for a few. Users reported feeling overloaded by the number of available choices (e.g., toppings, cone options) and needed a clearer, step-by-step guidance system for the customization process.

  3. Real-Time Tracking and Notifications
    Customers appreciated the order tracking feature but suggested that more detailed progress updates (e.g., “Your ice cream is being prepared”) would enhance their confidence in the delivery process. Push notifications were found helpful but occasionally redundant, especially after placing the order.

  4. Checkout Process
    The checkout process was largely smooth, but a few users pointed out that the payment gateway seemed disconnected from the flow, and the transition from cart to payment was not as seamless as they had hoped.

Staff-Facing Order and Inventory Management System

  1. Real-Time Inventory Updates
    Staff users appreciated the real-time inventory feature but expressed the need for more actionable alerts. For example, instead of just displaying “low inventory,” they wanted direct suggestions or alerts like “Restock this flavor” or “Orders are running low on cones.”

  2. Order Customization Management
    Staff found that handling customized orders, particularly for large or complex requests (like custom cakes), was time-consuming. They recommended having a dedicated workflow for handling such requests to minimize errors and streamline the process.

  3. Order Delivery Tracking
    The delivery tracking feature was valuable for keeping staff informed, but some users indicated that the tracking system lacked granularity—such as live updates on the delivery driver’s exact location. The current tracking only provided an estimated delivery time, which felt too vague for the staff trying to manage operations.

  4. Dashboard Clarity
    Staff found the dashboard useful but felt that it was initially overwhelming due to the amount of data presented in one place. Some requested that the dashboard be simplified with customizable widgets, so they could prioritize the most critical information for their roles.

Activities Done After First User Testing

  1. Data Synthesis and Analysis
    After gathering feedback from both customer and staff users, I conducted a detailed analysis to identify patterns, pain points, and areas for improvement. This involved organizing both qualitative and quantitative feedback into actionable insights.

  2. Collaboration with Stakeholders
    We met with the Product Manager, Operations Team, and Customer Support Team to discuss the findings and prioritize the issues that emerged from the testing. These discussions helped determine which pain points were most critical to address immediately, versus those that could be part of a later iteration.

  3. Refining User Flows and Features
    Based on the feedback, we started refining the customer-facing flows (e.g., simplifying customization options and making the navigation more intuitive) and adjusting staff workflows (e.g., improving alerts and simplifying the dashboard). We also revisited the checkout process to make the transition from cart to payment smoother.

  4. Prototyping New Solutions
    We began prototyping new designs for key issues, such as:

    • Simplified customization UI for the customer app, breaking down options into manageable, visually digestible sections.
    • Enhanced inventory alert system for staff, including actionable suggestions and automatic reorder options.
    • Improved delivery tracking system with more granular updates for staff.
  5. User Testing of New Prototypes
    With these changes in mind, I prepared for a second round of usability testing with both customer and staff users, this time focusing on the refined features and new prototypes.

Meetings with Stakeholders

  • Product Manager: To review the overall direction of the app and management system, ensuring alignment with business goals. We discussed how to prioritize features based on customer and operational needs.

  • Operations Team: To ensure that the changes to the order management system were feasible from a logistical standpoint. We discussed real-time inventory management, order tracking, and delivery workflows.

  • Customer Support Team: To review pain points related to customer feedback, particularly regarding the ordering experience, notifications, and payment process. We aimed to ensure that common customer complaints were being addressed in the next iteration.

  • Development Team: To align on technical feasibility, ensure that changes were implementable within the given timelines, and discuss potential constraints related to real-time data processing and delivery tracking.

Prioritizations Post-First User Testing

  1. Customer App:

    • High Priority: Improve navigation and visibility of key features like custom cakes and filters.
    • Medium Priority: Streamline the customization process by breaking it into smaller, guided steps.
    • Medium Priority: Optimize the checkout experience by making the transition from cart to payment more seamless.
    • Low Priority: Refine the real-time order tracking notifications based on the feedback to provide more granular updates.
    •  
  2. Staff Management System:
    • High Priority: Improve inventory alerts to include actionable suggestions like reordering products automatically.
    • Medium Priority: Enhance the custom order management workflow to make it easier for staff to process and track complex orders.
    • Medium Priority: Provide more detailed delivery tracking, including live updates on the delivery driver’s location.
    • Low Priority: Redesign the dashboard for clarity, allowing staff to customize the layout according to their specific needs.

Learnings and Outcomes

As I continue working on this project, I am gaining invaluable insights into designing for both distinct user groups—customers and staff—while managing two complex systems that are deeply interconnected. The experience so far has helped me develop a deeper understanding of how to balance simplicity with functionality, prioritize user needs based on context, and design systems that are adaptable for future growth.

Key Learnings:

  1. User Context and Experience Design
    One of the most significant lessons I’m learning is how important it is to design with the specific context of use in mind. Customers interacting with the ice cream app expect a fast, fun, and intuitive experience that allows them to quickly browse, customize, and order. In contrast, staff need a robust order management system that’s efficient and focused on real-time data—managing inventory, orders, and deliveries without slowing down operations. I’m still iterating on how to create two separate user flows that don’t compromise each other, ensuring that both customer and staff needs are met with minimal friction.

  2. Predictive Analytics and Data Management
    As the project progresses, I’m deepening my understanding of how predictive analytics can drive decision-making on both ends. For the staff-facing system, real-time data on sales trends, inventory levels, and order patterns has been integral in optimizing workflows and inventory management. However, it’s been a learning process in terms of presenting that data effectively—too much data can overwhelm the user, so I’m refining how information is prioritized. For the customer side, predictive analytics is enabling smarter, more personalized recommendations, which is helping improve conversion rates and enhance the overall shopping experience.

  3. Real-Time Data and Notifications
    Working with real-time data has been both a challenge and a revelation. The real-time order tracking and inventory updates for staff have shown me the value of designing dashboards that display only the most relevant and actionable information at any given time. There’s a fine balance between keeping staff informed without bombarding them with unnecessary alerts. Similarly, for customers, real-time notifications like order status updates and delivery tracking need to be clear and helpful without disrupting their experience. I’m still fine-tuning these notifications to ensure they deliver value without causing user fatigue or frustration.

  4. Customization and Cognitive Load
    Customization features, particularly for building personalized ice cream orders, have proven to be both a key selling point and a source of friction. As I continue refining the design, I’m focusing on how to offer more options without overwhelming the user. I’ve learned that simplifying the user interface while providing flexibility is essential. For staff, the challenge lies in ensuring custom orders are processed accurately and efficiently, which requires streamlining internal workflows without sacrificing detail. The learning here is in understanding how to reduce cognitive load for both customers and staff while maintaining the integrity of the customization process.

  5. Scalability and Flexibility in Design
    One of the most important ongoing lessons is the need to build scalable and flexible systems. As the company expands, both the app and the order management system will need to adapt to new products, services, and growing user volumes. Early on, I recognized the need for modular design components that can be easily updated or expanded without a major redesign. This is something I’m still actively working on as new requirements emerge. The project has taught me the value of planning for future growth and ensuring that the design system can evolve with the business.

Ongoing Outcomes:

While the project is still in progress, I’m already seeing some promising outcomes that are shaping the direction of future iterations. The app’s streamlined ordering process has improved the customer experience by reducing friction and enhancing personalization. Real-time order tracking and inventory management are helping staff manage operations more efficiently, and the integration of predictive analytics is allowing both teams to make more informed decisions.

However, the outcomes are far from final. I’m continuing to gather real-time feedback from both customers and staff to refine the product further. For example, I’m exploring how users interact with customization features and whether additional options increase or reduce their satisfaction. For the staff-facing system, I’m focused on optimizing workflow efficiency—balancing the need for powerful features with the goal of reducing complexity and improving usability.

As the project evolves, there are new areas I’m focusing on. For the customer app, I’m considering further personalizing the experience through advanced machine learning models that can anticipate user preferences. For staff, I’m exploring ways to integrate AI-driven inventory management and predictive ordering to make operations even more efficient.

Ultimately, this project has reinforced the importance of iteration and ongoing feedback. The design isn’t a one-time process, but a continual evolution based on user needs, technical requirements, and business goals. As I move forward, I’m committed to refining both user experiences to ensure they are intuitive, scalable, and aligned with the company’s growth.

The full scope of this project is under NDA

The case study overviews my impact, contributions, and learnings as a designer. For additional information on
the project please contact me directly
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Field studies

Definition

Observing users in their natural environment to understand real-life interactions with a product or service.

When to Use

Conduct field studies to observe users in their real environment to capture authentic behaviors.

How to Perform

1. Define goals and decide on the context to study.
2. Prepare observation guidelines.
3. Observe and take notes without interrupting.
4. Analyze data for insights.

Template Sources

Nielsen Norman Group and UX Design Institute provide downloadable field study templates.

Customer feedback

Definition

Collecting feedback directly from users about their experience with your product.

When to Use

Use customer feedback to understand user satisfaction and identify areas needing improvement.

How to Perform

1. Use surveys, reviews, or customer service channels to gather feedback.
2. Analyze feedback for recurring themes.
3. Make design adjustments based on user suggestions.

Template Sources

Intercom, Qualtrics, and Zendesk can help collect customer feedback.

Desirability studies

Definition

Testing that focuses on the emotional appeal of a design to determine how desirable users find it.

When to Use

Use desirability studies to ensure your design evokes the desired emotional response.

How to Perform

1. Present users with the design.
2. Ask for feedback on aesthetics, appeal, and preferences.
3. Use results to improve the design’s emotional resonance.

Template Sources

Tools like UsabilityHub and Qualtrics can be used for desirability studies.

Session recording

Definition

Recording user sessions to observe behaviors and understand where they encounter issues.

When to Use

Use session recordings to gather qualitative insights on user interactions.

How to Perform

1. Use software to record interactions on the screen.
2. Review recordings for insights on usability issues.
3. Use findings to improve problem areas in the design.

Template Sources

Hotjar, FullStory, and Smartlook offer session recording tools.

Analytics reviews

Definition

Analyzing website or app analytics data to understand user behavior and make informed design decisions.

When to Use

Use analytics reviews for data-driven insights into user behavior.

How to Perform

1. Review metrics (e.g., bounce rate, time on page).
2. Identify trends and areas needing improvement.
3. Apply insights to refine design or content.

Template Sources

Google Analytics, Mixpanel, and Heap Analytics provide robust tracking and analysis tools.

Click tracking

Definition

Recording where users click within a webpage or app to see which elements attract attention.

When to Use

Use click tracking to identify popular and underutilized areas in your interface.

How to Perform

1. Install click-tracking software.
2. Collect data on click patterns and frequency.
3. Use insights to improve layout and interaction design.

Template Sources

Crazy Egg, Hotjar, and FullStory offer click-tracking features.

Eye tracking

Definition

A technique that measures where users look on a screen to understand attention and visual focus.

When to Use

Use eye tracking to optimize layouts and visual hierarchy.

How to Perform

1. Use eye-tracking software or hardware to track users’ gaze.
2. Analyze heatmaps to see where users focus most.
3. Make design changes to emphasize key areas.

Template Sources

Tobii, Lookback, and Gaze Recorder support eye-tracking tests.

A/B testing

Definition

A method that compares two versions of a design to see which performs better.

When to Use

Use A/B testing to test small changes and choose the most effective design option.

How to Perform

1. Create two versions of a design element (A and B).
2. Randomly assign users to each version.
3. Measure performance metrics (e.g., clicks, conversions) to determine the winner.

Template Sources

Optimizely, Google Optimize, and Adobe Target provide A/B testing tools.

Surveys

Definition

A set of questions sent to users to gather quantitative and qualitative data about their experience and preferences.

When to Use

Use surveys to gather feedback from a larger audience about user needs, preferences, or pain points.

How to Perform

1. Draft concise, clear questions aligned with your goals.
2. Distribute the survey to target users.
3. Analyze responses for trends and actionable insights.

Template Sources

Google Forms, Typeform, and SurveyMonkey offer survey templates.

Usability Benchmarking

Definition

Setting measurable usability standards to compare a product’s performance over time or against similar products.

When to Use

Use usability benchmarking to evaluate progress in improving user experience.

How to Perform

1. Define metrics (e.g., task completion rate, time on task).
2. Conduct initial tests to set baseline data.
3. Use benchmarks to track improvements over time or against competitors.

Template Sources

Tools like Google Analytics, Crazy Egg, and Hotjar can assist in gathering benchmarking data.

Cognitive walkthrough

Definition

A usability evaluation where designers or experts walk through tasks to anticipate potential user challenges and errors.

When to Use

Use cognitive walkthroughs early in the design process to identify usability issues before user testing.

How to Perform

1. Define tasks from a new user’s perspective.
2. Step through each task, considering how easily a user could understand it.
3. Identify areas of confusion or obstacles and note suggestions for improvement.

Template Sources

UX tools like Lucidchart and Figma can help structure task flows for cognitive walkthroughs.

Unmoderated testing

Definition

Testing without a facilitator, where users complete tasks independently.

When to Use

Use unmoderated testing to reach a larger audience remotely.

How to Perform

1. Set up tasks and questions for users.
2. Let users complete tasks without guidance.
3. Analyze data to improve UX.

Template Sources

Maze, UserZoom, and UserTesting support unmoderated testing.

Participatory design

Definition

Involving users directly in the design process.

When to Use

Use participatory design for user-centered solutions.

How to Perform

1. Include users in brainstorming or prototyping.
2. Gather ideas and feedback firsthand.
3. Refine design based on user input.

Template Sources

Miro and Figma for collaborative workshops.

Heuristic evaluation

Definition

An expert review of a product’s usability based on predefined heuristics.

When to Use

Use heuristic evaluations to identify usability issues in a structured way.

How to Perform

1. Define heuristics (e.g., Nielsen’s 10 usability heuristics).
2. Evaluate the design for compliance.
3. Document issues for improvement.

Template Sources

Nielsen Norman Group provides guidelines on heuristics.

Moderated testing

Definition

Testing with a facilitator present to guide users through tasks.

When to Use

Use moderated testing for in-depth feedback with direct user interaction.

How to Perform

1. Prepare tasks and questions.
2. Guide users and observe their interactions.
3. Collect detailed feedback for improvement.

Template Sources

Lookback, UserTesting, and Zoom for remote moderated sessions.

Paper prototypes

Definition

Basic, low-fidelity sketches used to test concepts quickly.

When to Use

Use early in the design process for rapid testing and feedback.

How to Perform

1. Sketch screens on paper.
2. Have users “navigate” the paper prototype.
3. Note feedback and refine.

Template Sources

No software needed—only pen and paper.

Guerilla testing

Definition

Quick, informal testing conducted in public spaces.

When to Use

Use guerilla testing for quick feedback with minimal setup.

How to Perform

1. Approach people and ask them to complete a task.
2. Observe and take notes on behavior.
3. Use feedback to make rapid adjustments.

Template Sources

Any prototype tool (Figma, Adobe XD) can be used for guerilla testing.

5-Second test

Definition

A quick test to capture users’ first impressions of a design.

When to Use

Use early in design to ensure key messages are clear.

How to Perform

1. Show the design for 5 seconds.
2. Ask users what they remember or thought about it.
3. Use feedback to evaluate clarity.

Template Sources

UsabilityHub and Lookback have 5-second test features.

First click test

Definition

A usability test to see where users click first when trying to complete a task.

When to Use

Use to evaluate the intuitiveness of the design's clickable elements.

How to Perform

1. Present users with a screen or layout.
2. Ask them to complete a task.
3. Track the first click to determine usability.

Template Sources

UsabilityHub and Maze support first click testing.

Wizard of oz

Definition

A method where a human secretly simulates the product’s functionality to test it with users.

When to Use

Use for testing complex ideas before building backend systems.

How to Perform

1. Define the tasks and functionality.
2. Use a human “operator” to simulate responses.
3. Gather insights without building complex tech.

Template Sources

Can be facilitated with basic prototyping tools like Figma and Miro.

Service blueprint

Definition

A visual map that outlines the full process of service delivery, both user-facing and behind-the-scenes.

When to Use

Use service blueprints to design or optimize complex, service-based experiences.

How to Perform

1. Define user actions and touchpoints.
2. Map supporting activities and systems.
3. Identify opportunities to improve service.

Template Sources

Miro, UXPressia, and Lucidchart offer templates for service blueprints.

Concept testing

Definition

Testing early-stage ideas or concepts to get user feedback before investing in development.

When to Use

Use concept testing before committing to new ideas to ensure they resonate with users.

How to Perform

1. Present users with the concept.
2. Gather feedback on feasibility and value.
3. Refine based on insights.

Template Sources

UsabilityHub and Google Forms for simple concept testing surveys.

Cognitive map

Definition

A mental model that visualizes how users understand and relate concepts within a system.

When to Use

Use cognitive maps to design information architecture that aligns with user expectations.

How to Perform

1. Identify related concepts and tasks.
2. Map connections based on user mental models.
3. Use to align your design with users’ understanding.

Template Sources

Miro, Lucidchart, and Coggle offer templates for cognitive mapping.

Scenario map

Definition

A map that outlines hypothetical user situations and their paths to achieving goals.

When to Use

Use scenario maps during ideation to visualize how users might interact with your product.

How to Perform

1. Define a user scenario and goal.
2. Map steps and interactions to reach the goal.
3. Use it to refine paths and highlight improvements.

Template Sources

Miro, Mural, and Figma support scenario mapping.

User journey

Definition

A visual representation of the user’s experience across different stages of interaction.

When to Use

Use a user journey map to understand and improve the overall experience.

How to Perform

1. Define key stages from awareness to post-use.
2. Outline user actions, feelings, and pain points.
3. Identify areas to improve or optimize.

Template Sources

UXPressia, Miro, and Adobe XD offer user journey templates.

Card sorting

Definition

A technique where users organize items into categories that make sense to them.

When to Use

Use card sorting to inform information architecture decisions.

How to Perform

1. Create a list of content or features.
2. Have users group items and label categories.
3. Use insights to structure your site or app.

Template Sources

Optimal Workshop and UXPressia provide card sorting templates.

Tree testing

Definition

A usability technique to evaluate how well users can find information within a website’s hierarchy.

When to Use

Use tree testing when designing or validating site navigation.

How to Perform

1. Present users with a simplified menu structure.
2. Give them tasks to locate specific items.
3. Analyze success rates and adjust structure as needed.

Template Sources

Optimal Workshop and Maze offer tools for tree testing.

User flows

Definition

A diagram that shows the steps users take to complete a task in a product.

When to Use

Use user flows during the design phase to visualize and optimize paths.

How to Perform

1. Identify the starting point and end goal.
2. Map out each step and decision point along the way.
3. Use it to streamline user paths and remove obstacles.

Template Sources

Figma, Adobe XD, and Lucidchart have templates for user flows.

Mind map

Definition

A visual tool that organizes ideas and concepts around a central topic.

When to Use

Use mind maps during brainstorming sessions to organize thoughts and ideas.

How to Perform

1. Start with a main idea in the center.
2. Branch out related ideas and subtopics.
3. Use it to explore all related aspects of a concept.

Template Sources

Miro, Lucidchart, and MindMeister offer mind-mapping templates.

Customer journey map

Definition

A visualization of the user’s journey through each stage of interaction with the product.

When to Use

Use journey maps to outline the user’s interactions, emotions, and pain points across the journey.

How to Perform

1. Define the key stages and touchpoints.
2. Outline user goals, actions, and emotions at each stage.
3. Identify pain points to improve.

Template Sources

UXPressia, Miro, and Adobe XD offer journey mapping templates.

Problem statement

Definition

A clear definition of the problem being solved.

When to Use

Use a problem statement to clarify the main challenge your design aims to address.

How to Perform

1. Identify the user, need, and problem.
2. Craft a statement that outlines the core issue.
3. Use the problem statement as a focal point.

Template Sources

Design Thinking and IDEO websites provide templates for crafting problem statements.

Assumption map

Definition

A tool to organize and prioritize assumptions that need validation.

When to Use

Use assumption maps to prioritize assumptions that need validation.

How to Perform

1. List assumptions about users and product success.
2. Map assumptions on a grid of importance and certainty.
3. Test high-impact, uncertain assumptions first.

Template Sources

Miro and UXPin have assumption mapping templates.

Experience map

Definition

A visual that outlines the end-to-end user journey and touchpoints.

When to Use

Use experience maps to visualize the user journey and touchpoints across a product.

How to Perform

1. Identify all touchpoints from start to finish.
2. Map emotions and actions for each stage.
3. Analyze for opportunities to improve experience.

Template Sources

Smaply, UXPressia, and Miro offer experience map templates.

POV statement

Definition

A focused statement articulating the user’s problem.

When to Use

Create POV statements to distill a user’s core problem and need into a focused insight.

How to Perform

1. Define the user, need, and insight.
2. Create a statement: “User needs a way to… because…”
3. Use it to guide ideation.

Template Sources

IDEO and Stanford d.school provide POV statement frameworks.

Empathy map

Definition

A visual tool to understand user emotions, thoughts, and needs.

When to Use

Use empathy maps to capture users’ thoughts, feelings, and behaviors.

How to Perform

1. Draw a map with sections: Think, Feel, Say, Do.
2. Populate each section with insights about users.
3. Use it to design with empathy.

Template Sources

Miro, Mural, and UXPressia have empathy map templates.

Task analysis

Definition

Breaking down tasks to understand user actions and goals.

When to Use

Conduct task analysis when you need to understand specific actions users take to accomplish goals.

How to Perform

1. Identify key tasks users perform.
2. Break tasks down into individual steps.
3. Analyze steps for usability improvements.

Template Sources

Nielsen Norman Group and Lucidchart offer task analysis templates.

Storyboards

Definition

Visual narratives showing a user’s journey through a product.

When to Use

Use storyboards to visually map out the user’s journey through a product.

How to Perform

1. Define key moments in the user journey.
2. Create a series of images representing each step.
3. Use the storyboard to visualize and improve user flow.

Template Sources

Canva and Adobe XD provide storyboard templates.

Affinity map

Definition

Grouping research findings into categories to identify themes.

When to Use

Use affinity mapping to organize data and identify patterns after user research.

How to Perform

1. Gather research notes.
2. Cluster related ideas into groups.
3. Label groups with themes to identify patterns.

Template Sources

Miro and Mural have templates specifically for affinity mapping exercises.

User stories

Definition

Short statements from the user’s perspective describing a need or task.

When to Use

Use user stories to outline user needs from a development perspective, especially in agile projects.

How to Perform

1. Identify a user need or task.
2. Write a user story using “As a [user], I want to [do something] so that [goal].”
3. Use stories to prioritize features.

Template Sources

Jira and Trello include templates for writing user stories.

Narraitives

Definition

Storytelling techniques to describe user experiences and emotional journeys.

When to Use

Use narratives to create relatable stories that convey user experiences.

How to Perform

1. Use insights from research to create a story.
2. Describe a user's journey with emotions and actions.
3. Use the narrative to empathize and guide designs.

Template Sources

Miro and Milanote have narrative storytelling templates for UX.

Persona

Definition

A fictional representation of a user archetype based on research to inform design decisions.

When to Use

Create personas to represent user archetypes, guiding design decisions and empathizing with the target audience.

How to Perform

1. Analyze user data to find common patterns.
2. Develop a fictional character that embodies these traits.
3. Use the persona to guide design decisions.

Template Sources

UXPressia, Figma, and Adobe XD offer customizable persona templates.

Stakeholder interviews

Definition

Talking to stakeholders to gather requirements, expectations, and constraints for the project.

When to Use

Conduct stakeholder interviews at the start of a project to understand business goals and priorities.

How to Perform

1. Define objectives and prepare questions.
2. Schedule and conduct interviews with stakeholders.
3. Summarize key insights and prioritize them in the design process.

Template Sources

Miro and Lucidchart provide templates for stakeholder interview frameworks.

Customer feedback

Definition

Collecting input from users about their experiences to understand their satisfaction and pain points.

When to Use

Use customer feedback to gain insight into users' likes, dislikes, and improvement suggestions.

How to Perform

1. Define the objective and target audience.
2. Write clear, unbiased questions.
3. Choose a survey platform.
4. Distribute the survey to the audience.
5. Analyze responses to identify trends.

Template Sources

Customer feedback platforms like Qualtrics and SurveyMonkey have customizable templates.

Contextual inquiry

Definition

Observing users and asking questions in their environment to understand their workflows and challenges.

When to Use

Use contextual inquiry to observe and understand users in the context of their environment.

How to Perform

1. Schedule a session in the user’s environment.
2. Observe them using the product, asking questions as needed.
3. Document findings and analyze for improvement areas.

Template Sources

Nielsen Norman Group and Usertesting.com offer templates for contextual inquiries.

Analytics reviews

Definition

Evaluating data from tools like Google Analytics to learn about user behavior on digital platforms.

When to Use

Conduct an analytics review when you want to understand user behaviors on your platform.

How to Perform

1. Identify the key metrics to review.
2. Access your analytics platform and collect data.
3. Interpret data insights to inform decisions.

Template Sources

Built-in templates in platforms like Google Analytics and Amplitude.

Context mapping

Definition

Visualizing the user’s context, including factors that influence their experience, to understand their ecosystem.

When to Use

Use context mapping to visualize external factors impacting the user experience.

How to Perform

1. Identify the key elements affecting the user.
2. Create a map that places users in the center with factors around them.
3. Use the map to identify influential factors for product design.

Template Sources

Miro and Mural offer context mapping templates.

Metrics analysis

Definition

Reviewing quantitative data (e.g., KPIs) to understand product performance and user behavior.

When to Use

Reviewing quantitative data (e.g., KPIs) to understand product performance and user behavior.

How to Perform

1. Identify relevant metrics (e.g., conversion rate).
2. Use analytics tools to gather data.
3. Analyze data trends and correlate findings to user experience.

Template Sources

Reviewing quantitative data (e.g., KPIs) to understand product performance and user behavior.

User Interviews

Definition

One-on-one conversations with users to understand their needs, behaviors, and preferences.

When to Use

Use interviews to gather deep insights into user motivations, preferences, and pain points.

How to Perform

1. Define interview goals and prepare open-ended questions.
2. Recruit participants who represent your target audience.
3. Conduct interviews, asking follow-up questions for clarity.
4. Analyze responses for themes.

Template Sources

Airtable and HubSpot offer user interview templates.

Diary Studies

Definition

Users document their experiences over time, revealing insights into their habits and interactions with a product.

When to Use

Diary studies work well for understanding long-term or habitual user behaviors.

How to Perform

1. Decide the duration and frequency for users to record entries.
2. Give users a structured format to log their experiences.
3. Collect entries and analyze them to find patterns.

Template Sources

UX Templates and Dovetail offer templates and tools for diary studies.

Surveys

Definition

Surveys gather quantitative or qualitative data from a large group of users via a structured set of questions.

When to Use

Use surveys when you need quantitative data or quick feedback from a large group.

How to Perform

1. Define the objective and target audience.
2. Write clear, unbiased questions.
3. Choose a survey platform.
4. Distribute the survey to the audience.
5. Analyze responses to identify trends.

Template Sources

Google Forms, Typeform, and SurveyMonkey offer templates for various survey types.