The Simple Way to Conduct a UX

The Simple Way to Conduct a UX Audit

Auditing — which just means evaluating and analyzing — the quality of an app, website, or enterprise software system’s user experience (UX) is the fastest way to figure out what’s working, what isn’t, and how to improve it. Where the user experience is failing people; where they’re stuck or confused or frustrated. Or, in many cases, where they decide to stop using it altogether.

What I’m going to give you in this course are my core rules for conducting a UX Audit: where to look, what to look for, and what questions to ask to determine what needs to be improved (and why).

I’m going to walk you through the 5 parts of conducting a simple, effective UX audit or evaluation:

1. Uncover goals and intended outcomes on both sides of the UX value loop, meaning both for the business and for the product’s users. What do people expect to be able to do — and what do they want to happen — as a result of using this site, app, or system? What does the business need to happen in order to ensure the product’s usefulness, user/customer loyalty, and profitability?
2. Review existing analytics. Organizations track the performance of their sites and apps using Google Analytics. The data collected can be quite valuable to you, because it can tell you some things about who’s interacting with the product and what they’re doing while they’re there.
3. Review the product’s core interaction states:
   1. The Blank State. This is what people see the very first time they launch it or when they log in.
   2. The Working State. This is what people see and interact with during the normal course of use, with data, content, and controls in place.
   3. The Error State. This is what people see when something goes wrong.
4. Review the product based on UX heuristics across Language, Priority, Universality, and Visual Clarity. When I look at the core interaction states above, I’m evaluating what I see and experience across these five categories.
5. Deliver findings and recommendations for improvement. I’ll show you an example of the video deliverable I give to clients to communicate the issues I’ve found and what I recommend they do to resolve them.