Showing posts with label Enterprise Software. Show all posts
Showing posts with label Enterprise Software. Show all posts

Saturday, 22 April 2023

Designing for Big Tech: Top 4 Lessons Learned from a UX Designer at PayPal

Paypal UX design lessons


For many designers, including myself, working as a UX Designer in a big tech company is a dream job. These companies are known for their cutting-edge products and services, innovative design teams, and exciting work culture. But what does it really look like to work as a UX Designer in a big tech company? Is it simply about general UX Design?


The reality is far different from what most people expect. As a 26-year-old designer fresh out of college, I was thrilled to join a big tech company, envisioning that I would work on a variety of designs and prototypes each day while collaborating with an amazing team of professionals. In reality, however, many UX designers like myself take on responsibilities beyond their job descriptions, and I have learned more than I did in college. There are undoubtedly some tips I wish I had known before joining a big tech company as a UX Designer.


In this article, we'll explore why this is the case and what it means to be a UX Designer in a big tech company. Moreover, I'll share the top four things I learned from my two-year journey working as a Product Designer at PayPal.





First, Embracing the Unhappy Path in UX Design


There's a common misconception that being a designer solely involves creating a seamless user experience. I was also guilty of this before I joined PayPal, where most of my projects revolved around designing happy path experiences with assumed user behavior. However, in the real world of tech, designers must have a holistic approach that goes beyond just creating perfect solutions. Designing for the "unhappy path" is a crucial aspect of product design. This means anticipating error scenarios and figuring out how users can navigate out of problematic experiences. It also involves finding ways to help users achieve their goals even if they deviate from the expected flow.

Before handing over the final design to the development team, all possible scenarios must be thoughtfully considered and designed for. I still remember my first project at PayPal, where I was tasked with designing a verification flow to help users verify their identity. At the beginning, I focused only on the happy path and didn't consider error scenarios. However, after several meetings with the development team, I realized the importance of designing for all possible scenarios. I ended up spending more time designing five additional flows for error scenarios. This experience taught me that as a UX designer, it's crucial to think about the flow in a comprehensive way.


In essence, UX designers must think beyond the ideal user flow and anticipate potential issues that may arise. This was my biggest lesson learned, and since then, I've become more cautious when handing over final designs to the development team. By considering all possible scenarios, we can make everyone's life easier and ensure a seamless user experience.



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Second, Get accustomed to the fast-paced tech environment and increase the speed of your workflow.


Many people have misconceptions about the daily work of UX designers. While wireframes, prototypes, and usability testing are important aspects of the job, the reality is different when working at a big tech company like PayPal. I also had misconceptions before I joined PayPal, thinking that I would spend most of my time creating diagrams, conducting research, and testing. However, in a dynamic and fast-paced environment like PayPal, my daily workflow involves collaborating with designers, researchers, developers, product managers, and stakeholders to solve problems together.


To ensure that I can focus on the most important tasks, I rely on a UX researcher on my team to handle some of the research work. This allows me to adjust multiple projects in different design phases based on product and engineering timelines and priorities. Sometimes, I'm given a tight deadline to provide an initial flow to my product manager, which requires me to quickly understand the requirements and provide a design to the team.


Working in a high-speed environment like this has taught me to adapt and make the most of my time. I've learned that the iterative process doesn't always begin with UX research, but rather with a high-fidelity prototype that is evaluated by the product team. This process requires flexibility and a willingness to make changes as needed.



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Third, Am I  a product designer or a product manager? 


If someone were to tell me that I'm actually a product manager, I'd be surprised. However, the truth is that I've been performing the role of a product manager for most of the past year due to various reasons.

It's important to note that your product manager may not know everything or every requirement, and sometimes they may not consider the user experience. I've received random design change requests without understanding the goal and end-to-end user experience, leading to problems where I provide a good solution but in the wrong direction.


For instance, I'm currently working on a verification and authentication flow design, and my product manager noticed a 3% user drop-out rate during the entry page or FAQ page. They requested a design change without considering whether the drop-out could be fixed through design. There are many ways to approach this issue, depending on the project scope and timeline. I ask my product partner for more analysis data to understand whether the problem affects the majority of users or just a few. Understanding user behavior is key because changing the design is risky, and it may gain new customers but lose existing ones. Discovering the problem is always key to my day-to-day life.


As I stated earlier, when you own a product, you're not just a designer. You must take responsibility for helping your product team understand the root of the problem through a UX perspective. This involves thinking strategically, understanding market trends, and effectively communicating with cross-functional teams. Balancing the needs of the end-user with business goals and objectives is crucial.



Finally, Continuous learning is a fundamental part of my professional journey. 


Each day, each week, I strive to discover new insights and expand my knowledge. Working in a large tech company demands a strong commitment to ongoing education. When I first joined PayPal, I faced a steep learning curve. Unfamiliar with how to collaborate with Product Managers and navigate complex design challenges, I eagerly pursued every opportunity to learn and grow. I sought guidance from my colleagues, never hesitating to ask questions and seeking out their expertise. This tenacity has propelled me forward, enabling me to become a proficient designer in a short period of time.


Throughout my time at PayPal, I have honed my ability to work with diverse stakeholders, offering a UX perspective and skillfully handling multifaceted design challenges. My continuous learning journey has been fueled by my passion for my work and my unwavering curiosity. While my formal education in UX design was limited, I recognize that social interaction and practical experience have been my most valuable teachers.


In addition to leveraging the expertise of my colleagues, I attend conferences, enroll in courses, and seek out new connections to further refine my skills. I am fully committed to never being complacent in my role as a product designer in the tech industry. Rather, I approach each day as a new opportunity to learn, innovate, and advance my skills. For me, there is no such thing as a completed education. Every day, every task, every interaction presents an opportunity to grow and develop my expertise further.


In conclusion, I have gleaned invaluable lessons during my two years at PayPal. Firstly, I have learned to design with the unhappy path in mind, a necessary skill in the unpredictable world of technology. Secondly, I have grown accustomed to the fast-paced nature of the tech environment, requiring adaptability and efficiency. Additionally, I have realized the importance of taking leadership over one's projects, effectively collaborating with cross-functional teams and driving the product to success. Finally, I have come to understand the significance of continual learning and self-improvement, an essential quality for success in any field.



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It is surreal to consider that my work at PayPal has impacted the lives of millions of people. Through this job, I have had the opportunity to grow and understand the responsibilities of a product designer. While I recognize that there is still so much more for me to learn, I hope this article has provided insight for those curious about what it truly looks like to work as a product designer in the tech industry. Additionally, I hope it serves as a resource for new designers seeking to enter the world of big tech. If you would like to chat further, please do not hesitate to reach out to me on ADPList. I am always eager to connect and expand my network.

Big tech companies value designers who take ownership of the products they design, and I am the lead designer for a product, responsible for both the long-term and short-term design work, including optimization and future product expansion. These responsibilities have already put me in a product manager's shoes. Thus, UX designers often take on product management responsibilities, such as defining product requirements, managing the product development process, and measuring the product's success.

Despite the challenges of working in tech, the collaborative environment provides valuable opportunities for growth and development as a designer. One of my biggest lessons has been that you solve complex problems and create innovative products that meet user needs by gathering different perspectives and working together.



About Author

Zilin Zhou ( Jason ) 

Product Designer, PayPal 


Hello! My name is Jason. I am a product designer at PayPal building human-centered experiences to positively impact people's lives. My overall goals are to utilize the power of design to connect concepts, cultural moments, and people in a compelling way. I tend to look for inspiration from observation, conversation, and formal design research to stretch my perspective. I tend to look for inspiration from observation, conversation, and formal design research to stretch my perspective.

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Tuesday, 6 September 2022

The Science Behind Better Experience Design

What if I were to tell you that we can rig how consumers remember brand experiences; inducing positive memories and completely overriding negative ones?

Peak-End Rule
The peak-end rule is a psychological heuristic, or mental shortcut, that impacts how people remember past events.

For brands, it’s paramount  to consider all of the cognitive biases that affect the customer decision process.

In understanding this, we can maximise our ability to establish deeper, richer connections with our consumers with less effort.

Peak end rule


The science

The peak-end rule suggests that our brains simply cannot remember every detail of every day, we are limited in what information we can store.

Our brain shortcuts this process by condensing our experiences into a series of snapshots, consisting of the intense positive or negative moments (the “peaks”) and the final moments of an experience (the “end”).

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Conceived by professors Kahneman & Tversky in 1999, several studies, conducted over an array of diverse circumstances, support the theory’s validity.


inside airplane sitting


PEAK-END AT WORK


Creating peaks:
Television commercials that create positive feelings are rated more highly by viewers if there are peaks of intensity and end on a positive note, rather than a commercial that was consistently pleasant all the way through.

Holidays that ended on a bad flight home are remembered less favourably, despite everything on the holiday going well.


The perils of an unhappy ending:
A 2008 study demonstrated that college students who received a desirable gift, followed by a less desirable gift, were less happy than college students who only received the one desirable gift, despite receiving an extra gift.

Likewise, children were more pleased after receiving a chocolate treat alone, rather than a chocolate treat followed by a mildly enjoyable piece of gum.


DISCLOSURE: This post may contain affiliate links, meaning when you click the links and make a purchase, we receive a commission.

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Negative experiences are redeemable:
It’s no wonder women subject themselves to the pain of childbirth all over again, willingly, when their harrowing experiences end on such a rewarding high of a child.

A study proved that even a colonoscopy that had an extra 20 seconds, which were merely uncomfortable, not painful, added on to the end was rated better than those who did not receive the extra 20 seconds, despite being in discomfort for longer.

As a less gross example, patrons who received an otherwise negative dining experience, but were given a free dessert at the end, rated their experience considerably more favourably than those who did not.


“Manufacture the emotional peak purposefully, to create it by design.”
Adam Toporek, CX thought leader and author

ENTERPRISE SOFTWARE 

Onboarding in software is a key opportunity to consider Peak-end. Modern apps like Slack focus on frictionless journeys which leave users feeling good about the experience.

Enterprise softwares



In summary
Cognitive biases arbitrate entire segments of our memories so all that is left is how we felt during the peak and the end of the experience.

So how can we use this to our advantage?

Don’t be passive in allowing a consumer to meander through interactions with your platforms, be active; curate intentional designs devised to be affecting.

Brands need to design experiences for their consumers that will create an indelible impact. They will always remember the peaks and the end, so be exciting, surprising, and go out with a bang.


About the author

Anna Ryan is a strategist at Athlon working within research and insights. Her work helps create brand and product experiences that transform global brands and scale-ups.

For more information on Athlon contact 
Ranzie Anthony 


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Monday, 3 January 2022

Challenges in designing UX for SaaS

SaaS or Software as a service is an application available through a network and works on a subscription or billed as per usage. It is critical that the application is usable and provides an excellent experience for adding new users and retaining the existing ones. We will talk about the most common challenges designers face while designing a SaaS application and the possible solutions. 

  • User roles and access management  

An essential aspect of the B2B SaaS application is that multiple users use it with varying access privileges like admin, manager, associate, etc. New and existing users may find a sudden redesign confusing and not know where to begin.


As a first step, having a landing page that can help explain the different roles and account types is essential. It may have a video or an infographic giving an overview of the application. A redesign may include a guided interface with information segregated into smaller chunks under tabs and menus to help users easily navigate through the application.


  • User Dashboards

Designing dashboards can be cumbersome since dashboards for different users with different roles and access privileges can vary significantly. Also, the user needs to find it easy to navigate and understand in the expected time frame. 


A streamlined version of the SaaS platform may not always be possible. A designer needs to spend sufficient effort on research to comprehend what users are looking for when using the application. User interviews, surveys, and usability tests are required to better understand the users' requirements and usage patterns for various aspects of the app. I It is essential to understand what can be done to improve the experience. 


Crafting User Dashboards





  • Data visualization 

Depending on the industry, data visualization may differ in terms of users' expectations or the industry standards; hence a generic visualization may not always be possible. It can lead to problems if users are unaware of all the data visualization changes with the Saas UX Redesign.


A designer should be proactive with communication and the positioning of the message regarding the different changes that may affect users.


  • Navigational changes

In case of a redesign, a user, if not aware of the changes to the user interface, may face difficulty navigating through the application, thereby causing a decrease in productivity. If they cannot perform a task in a reasonable time frame, it may lead to engagement fatigue.


This can be minimized by limiting the number of changes per iteration, giving the user time to acclimate. Another critical aspect of a UX redesign should consider the user's behavior pattern through constant feedback. A user should be able to find the information they are looking for in the shortest period.



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  • Entry and exit points

A platform UX redesign can change entry and exit points and confuse users. They may miss important information when they exit the app and restart, and if they have to renavigate to the earlier point within the platform, it becomes challenging and tedious. 


When they get accustomed to an application, most people tend to create mental maps and know where to look for particular information within the app. Instead of renavigating the entire path, they tend to go directly to the destination; hence that becomes their new entry point. The UX redesign should maintain backward compatibility with the product's previous iterations to preserve users' navigation behaviors. They should have the ability to set their entry and exit points.


  • Cross-platform compatibility

UX design changes will vary depending on form factor - whether accessed from a desktop or a mobile device, drastically affecting the user's experience. There might be changes in the presentation of information with different platforms, and users may have to search for information several times, leaving a dent in their overall satisfaction with the product.


While redesigning a SaaS app, designers might face numerous issues. The best approach to dealing with these issues is simplifying the design process. Once all stakeholders understand each other's expectations, they can make better decisions that define the best UX for the enterprise-grade Saas solutions.



About author

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Divami Design Labs
We are a devoted User Experience (UX) and Design Services Company focused on Digital Transformation, SaaS platforms, Mobile Apps & Enterprise Products. Over the last 10 years, we have delivered hundreds of projects for US and Indian companies across various sectors - Financial & Banking, Hospitality, Logistics, Healthcare, Social Media, and Enterprise Software. UX UI DESIGN Company
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