May 18, 2016

Aligning UX Decisions in the Enterprise

By Ward Andrews

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Aligning UX decisions in the enterprise means keeping your product team, business goals, and user needs pointed in the same direction -- even as your organisation grows, leadership changes, and competitive pressure mounts. When that alignment breaks down, products drift off course and users end up with something they never actually wanted.

Why Is Aligning UX Decisions So Hard in the Enterprise?

Your enterprise product is like a ship heading toward an exciting destination. You've mapped the course, hired the best crew, and prepped every leg of the trip. Everyone sets off optimistic, moving in the same direction.

Then things shift. A few crew members leave. The Captain takes a shortcut to outpace a competitor and runs into unexpected storms. The ship needs repairs, so you detour for maintenance. Before long, these small changes snowball -- and you discover your ship has drifted far off course, headed somewhere you never intended to go.

That's what misalignment looks like for a product team. The question is: how do you keep everyone on track throughout the journey so you can accomplish your mission and deliver the products your customers actually need?

What Causes UX Misalignment in Growing Companies?

In our work at Drawbackwards, we've found that challenges with aligning UX decisions almost always trace back to a few core issues.

Does your C-suite have enough product experience?

Many startups have technical co-founders or design experts in executive roles. As the company scales, they often bring in managers to supplement the team -- or replace product leaders entirely.

Focusing more on scaling the business can help with growth. But diluting product experts' influence, or moving away from a user-centric design thinking process, often leads to bad UX decisions that negatively impact users -- and ultimately, the success of your company.

Is competition clouding your judgment?

As competitors start nipping at your heels, it's tempting to copy what others are doing to keep up or get ahead. But unless you take a deep look at why you want to make certain changes and whether they align with your overall design philosophy, those decisions may just be shiny objects that distract your team from their real priorities.

Are you working with real user feedback?

Organisations come up with endless excuses not to seek out user feedback:

  • "It's too expensive."
  • "It takes too much time."
  • "We don't need it. We know what we're doing."
  • "We've already invested a ton of time and money in this direction. It wouldn't make sense to go back now."

Research may seem expensive and time-consuming, but it's always going to be a lot less expensive and time-consuming than making a decision based on assumptions and later finding out you made a huge mistake.

As Erica Hall explains, "Research is necessary for a successful design project because it gives you a shared basis for decision-making, grounded in evidence rather than sheer authority or tenacity. And this saves time and money."

No matter how much you think you and your team know, there's no substitute for real user research.

What Happens When Enterprise Teams Fail to Align? (Nordstrom and Macy's vs. Sears)

Your business plan and team may be solid. Your dev requirements and design process may be crystal clear. Your product may solve a huge need in the marketplace.

But failing to align all of these individual pieces leads to creating products that users don't actually want or need. The result? Dismal sales. Poor customer feedback. Dwindling revenue. And eventually, obsolescence.

Consider retail giants like Nordstrom, Macy's, and Sears. With new technology transforming the way people shop, retailers have been forced to adapt, prioritize design, and align their organisations -- or risk becoming another victim of the digital revolution.

Nordstrom and Macy's have stayed relevant by expanding their e-commerce technology and meeting consumers where they're already shopping. Customers can shop both retailers' collections directly on Instagram. Nordstrom shoppers can use the company's app to scan an item in their print catalog and go directly to the product page on their website.

Macy's also created an Idea Lab in San Francisco, where a small group of employees receives product suggestions from consumers, quickly brainstorms a solution, and develops a rapid prototype. Both retailers' teams are clearly rowing in the same direction to keep up with consumer demand and create products their customers can't live without.

Meanwhile, Sears failed to align their teams and innovate, causing them to lose customers and fall into a "perpetual state of decline." The company reported billions of dollars in losses over several years, with many analysts expecting bankruptcy by 2020 at the latest.

So: do you want your product to follow in Nordstrom's footsteps, or Sears'?

How Do You Align UX Decisions in the Enterprise?

To become the Nordstrom or Macy's of your industry, try these three steps to start building UX momentum and consensus in your organisation.

Focus on the user first.

It's crucial to provide your team with business objectives and development requirements to guide their decisions and give them goals to work toward. Those are fundamental ingredients to product success. But user needs should always take priority. After all, there's no way to design user experiences without a user-centered approach.

Not sure which features to add? Think about what users need most.

Evaluating whether to adopt a new design trend? Consider if it will help users reach their goals and enhance their experience, or just distract them.

Wondering if a certain design direction will be effective? Test it with real people.

Only when your design process puts users first can your team rally around a common focus that moves both your product and company toward success.

Get crafty.

Small budgets and short timelines are real constraints, but going for the cheapest, shortest, most efficient solution is the enemy of innovation. If resources are tight, don't get defeated. Get creative.

If you want to do more user research on a project, experiment with methods that focus on quality over quantity -- like one-on-one user interviews -- or explore new ways to use the data your company is already collecting, like customer support inquiries.

If you're trying to work around departmental resource constraints, consider spinning off a separate Research and Development team who can dedicate separate buckets of time and budget to innovation. Just be sure this team doesn't become siloed from the rest of the company. Their work needs to be guided by the greater vision and user research, and their findings should be shared with other teams to maximise usefulness.

Try design thinking exercises and workshops.

Exercises and workshops are some of the most effective tools for building consensus and alignment because they get people involved, uncover insights that may not come out in everyday conversation, and make stakeholders feel more invested in product success.

Some of our team's favourite exercises include:

Journey mapping: Map out each step of the user's journey and how they interact with your product over time and across channels. This is an amazing exercise for identifying and prioritising opportunities for improvement.

Empathy mapping: Design thinking starts with empathy. Empathy maps help teams better understand their users by brainstorming user feelings, influences, tasks, pain points, and goals. Repeat this exercise for a typical user in each of your customer segments, then refer to the empathy maps as a resource for user-focused decision making and identifying jobs to be done.

Pair sketching: Pair sketching brings together at least two stakeholders -- a designer paired with another designer, developer, user, subject matter expert, client, or other stakeholder -- to join forces on a product sketch. This collaborative design approach makes it easy to share knowledge and iterate quickly to find the best solution.

What Is the Fastest Path to Product Success?

No matter what size your business is or what industry you operate in, profit and customer satisfaction are always top priorities. That's why business goals and user needs are the core of UX design, and why alignment is so important.

If you focus too much on the business side, your products may not sell. If you focus solely on users, you risk pandering to their ever-changing needs and making decisions that are popular but unprofitable.

But when both sides are aligned, your "ship" travels on a strategic path that arrives at the right destination and delivers products people love.


FAQ

What does "aligning UX decisions" mean in an enterprise context? It means keeping product teams, business leaders, and user research pointed toward the same goals -- so design decisions serve both the business and the people using the product, not just whoever has the loudest voice in the room.

Why do enterprise UX decisions get misaligned as companies grow? Usually it comes down to three things: leadership that lacks hands-on product experience, competitive pressure that pushes teams to copy others without thinking critically, and a lack of real user feedback to ground decisions in evidence.

How can we do user research if we have a small budget and tight timeline? Focus on quality over quantity. One-on-one user interviews are low-cost and high-value. You can also mine data you're already collecting -- customer support tickets, session recordings, and feedback forms are all legitimate research sources.

What design thinking exercises are best for building team alignment? Journey mapping, empathy mapping, and pair sketching are three of the most effective. They get the right people in the room, surface insights that don't come up in regular meetings, and give stakeholders a sense of ownership over the outcome.

What happens to companies that don't align their UX decisions? They build products users don't want, lose customers to more user-focused competitors, and struggle to recover. Sears is a textbook example: failure to align teams and innovate pushed the company into years of losses and a decline it couldn't reverse.

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