It’s Here! How To Measure UX & Design Impact, With Vitaly Friedman

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Finally! After so many years, we’re very happy to launch “How To Measure UX and Design Impact”, our new practical guide for designers and managers on how to set up and track design success in your company — with UX scorecards, UX metrics, the entire workflow and Design KPI trees. Neatly put together by yours truly, Vitaly Friedman. Jump to details.

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The Backstory

In many companies, designers are perceived as disruptors, rather than enablers. Designers challenge established ways of working. They ask a lot of questions — much needed ones but also uncomfortable ones. They focus “too much” on user needs, pushing revenue projections back, often with long-winded commitment to testing and research and planning and scoping.

Almost every department in almost every company has their own clearly defined objectives, metrics and KPIs. In fact, most departments — from finance to marketing to HR to sales — are remarkably good at visualizing their impact and making it visible throughout the entire organization.

Designing a KPI tree, an example of how to connect business objectives with design initiatives through the lens of design KPIs. (Large preview)

But as designers, we rarely have a set of established Design KPIs that we regularly report to senior management. We don’t have a clear definition of design success. And we rarely measure the impact of our work once it’s launched. So it’s not surprising that moste parts of the business barely know what we actually do all day long.

Business wants results. It also wants to do more of what has worked in the past. But it doesn’t want to be disrupted — it wants to disrupt. It wants to reduce time to market and minimize expenses; increase revenue and existing business, find new markets. This requires fast delivery and good execution.

And that’s what we are often supposed to be — good “executors”. Or to put differently, “pixel pushers”.

Over years, I’ve been searching for a way to change that. This brought me to Design KPIs and UX scorecards, and a workflow to translate business goals into actionable and measurable design initiatives. I had to find a way to explain, visualize and track that incredible impact that designers have on all parts of business — from revenue to loyalty to support to delivery.

The results of that journey are now public in our new video course: “How To Measure UX and Design Impact” — a practical guide for designers, researchers and UX leads to measure and visualize UX impact on business.

About The Course

The course dives deep into establishing team-specific design KPIs, how to track them effectively, how to set up ownership and integrate metrics in design process. You’ll discover how to translate ambiguous objectives into practical design goals, and how to measure design systems and UX research.

Also, we’ll make sense of OKRs, Top Task Analysis, SUS, UMUX-Lite, UEQ, TPI, KPI trees, feedback scoring, gap analysis, and Kano model — and what UX research methods to choose to get better results. Jump to the table of contents or get your early-bird.

The setup for the video recordings. Once all content is in place, it’s about time to set up the recording.
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A practical guide to UX metrics and Design KPIs
8h-video course + live UX training. Free preview.

  • 25 chapters (8h), with videos added/updated yearly
  • Free preview, examples, templates, workflows
  • No subscription: get once, access forever
  • Life-time access to all videos, slides, checklists.
  • Add-on: live UX training, running 2× a year
  • Use the code SMASHING to get 20% off today
  • Jump to the details →
Table of Contents

25 chapters, 8 hours, with practical examples, exercises, and everything you need to master the art of measuring UX and design impact. Don’t worry, even if it might seem overwhelming at first, we’ll explore things slowly and thoroughly. Taking 1–2 sessions per week is a perfectly good goal to aim for.

We can’t improve without measuring. That’s why our new video course gives you the tools you need to make sense of it all: user needs, just like business needs. (View large version)
1. Welcome
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So, how do we measure UX? Well, let’s find out! Meet a friendly welcome message to the video course, outlining all the fine details we’ll be going through: design impact, business metrics, design metrics, surveys, target times and states, measuring UX in B2B and enterprises, design KPI trees, Kano model, event storming, choosing metrics, reporting design success — and how to measure design systems and UX research efforts.

Keywords:
Design impact, UX metrics, business goals, articulating design value, real-world examples, showcasing impact, evidence-driven design.

2. Design Impact
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In this segment, we’ll explore how and where we, as UX designers, make an impact within organizations. We’ll explore where we fit in the company structure, how to build strong relationships with colleagues, and how to communicate design value in business terms.

Keywords:
Design impact, design ROI, orgcharts, stakeholder engagement, business language vs. UX language, Double Diamond vs. Reverse Double Diamond, risk mitigation.

3. OKRs and Business Metrics
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We’ll explore the key business terms and concepts related to measuring business performance. We’ll dive into business strategy and tactics, and unpack the components of OKRs (Objectives and Key Results), KPIs, SMART goals, and metrics.

Keywords:
OKRs, objectives, key results, initiatives, SMART goals, measurable goals, time-bound metrics, goal-setting framework, business objectives.

4. Leading And Lagging Indicators
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Businesses often speak of leading and lagging indicators — predictive and retrospective measures of success. Let’s explore what they are and how they are different — and how we can use them to understand the immediate and long-term impact of our UX work.

Keywords:
Leading vs. lagging indicators, cause-and-effect relationship, backwards-looking and forward-looking indicators, signals for future success.

5. Business Metrics, NPS
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We dive into the world of business metrics, from Monthly Active Users (MAU) to Monthly Recurring Revenue (MRR) to Customer Lifetime Value (CLV), and many other metrics that often find their way to dashboards of senior management.

Also, almost every business measures NPS. Yet NPS has many limitations, requires a large sample size to be statistically reliable, and what people say and what people do are often very different things. Let’s see what we as designers can do with NPS, and how it relates to our UX work.

Keywords:
Business metrics, MAU, MRR, ARR, CLV, ACV, Net Promoter Score, customer loyalty.


6. Business Metrics, CSAT, CES
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We’ll explore the broader context of business metrics, including revenue-related measures like Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR), Customer Lifetime Value (CLV), and churn rate.

We’ll also dive into Customer Satisfaction Score (CSAT) and Customer Effort Score (CES). We’ll discuss how these metrics are calculated, their importance in measuring customer experience, and how they complement other well-known (but not necessarily helpful) business metrics like NPS.

Keywords:
Customer Lifetime Value (CLV), churn rate, Customer Satisfaction Score (CSAT), Customer Effort Score (CES), Net Promoter Score (NPS), Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR).

7. Feedback Scoring and Gap Analysis
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If you are looking for a simple alternative to NPS, feedback scoring and gap analysis might be a neat little helper. It transforms qualitative user feedback into quantifiable data, allowing us to track UX improvements over time. Unlike NPS, which focuses on future behavior, feedback scoring looks at past actions and current perceptions.

Keywords:
Feedback scoring, gap analysis, qualitative feedback, quantitative data.

8. Design Metrics (TPI, SUS, SUPR-Q)
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We’ll explore the landscape of established and reliable design metrics for tracking and capturing UX in digital products. From task success rate and time on task to System Usability Scale (SUS) to Standardized User Experience Percentile Rank Questionnaire (SUPR-Q) to Accessible Usability Scale (AUS), with an overview of when and how to use each, the drawbacks, and things to keep in mind.

Keywords:
UX metrics, KPIs, task success rate, time on task, error rates, error recovery, SUS, SUPR-Q.

9. Design Metrics (UMUX-Lite, SEQ, UEQ)
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We’ll continue with slightly shorter alternatives to SUS and SUPR-Q that could be used in a quick email survey or an in-app prompt — UMUX-Lite and Single Ease Question (SEQ). We’ll also explore the “big behemoths” of UX measurements — User Experience Questionnaire (UEQ), Google’s HEART framework, and custom UX measurement surveys — and how to bring key metrics together in one simple UX scorecard tailored to your product’s unique needs.

Keywords:
UX metrics, UMUX-Lite, Single Ease Question (SEQ), User Experience Questionnaire (UEQ), HEART framework, UEQ, UX scorecards.

10. Top Tasks Analysis
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The most impactful way to measure UX is to study how successful users are in completing their tasks in their common customer journeys. With top tasks analysis, we focus on what matters, and explore task success rates and time on task. We need to identify representative tasks and bring 15–18 users in for testing. Let’s dive into how it all works and some of the important gotchas and takeaways to consider.

Keywords:
Top task analysis, UX metrics, task success rate, time on task, qualitative testing, 80% success, statistical reliability, baseline testing.

11. Surveys and Sample Sizes
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Designing good surveys is hard! We need to be careful on how we shape our questions to avoid biases, how to find the right segment of audience and large enough sample size, how to provide high confidence levels and low margins of errors. In this chapter, we review best practices and a cheat sheet for better survey design — along with do’s and don’ts on question types, rating scales, and survey pre-testing.

Keywords:
Survey design, question types, rating scales, survey length, pre-testing, response rates, statistical significance, sample quality, mean vs. median scores.

12. Measuring UX in B2B and Enterprise
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Best measurements come from testing with actual users. But what if you don’t have access to any users? Perhaps because of NDA, IP concerns, lack of clearance, poor availability, and high costs of customers and just lack of users? Let’s explore how we can find a way around such restrictive environments, how to engage with stakeholders, and how we can measure efficiency, failures — and set up UX KPI programs.

Keywords:
B2B, enterprise UX, limited access to users, compliance, legacy systems, compliance, desk research, stakeholder engagement, testing proxies, employee’s UX.

13. Design KPI Trees
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To visualize design impact, we need to connect high-level business objectives with specific design initiatives. To do that, we can build up and present Design KPI trees. From the bottom up, the tree captures user needs, pain points, and insights from research, which inform design initiatives. For each, we define UX metrics to track the impact of these initiatives, and they roll up to higher-level design and business KPIs. Let’s explore how it all works in action and how you can use it in your work.

Keywords:
User needs, UX metrics, KPI trees, sub-trees, design initiatives, setting up metrics, measuring and reporting design impact, design workflow, UX metrics graphs, UX planes.

14. Event Storming
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How do we choose the right metrics? Well, we don’t start with metrics. We start by identifying most critical user needs and assess the impact of meeting user needs well. To do that, we apply event storming by mapping critical user’s success moments as they interact with a digital product. Our job, then, is to maximize success, remove frustrations, and pave a clear path towards a successful outcome — with event storming.

Keywords:
UX mapping, customer journey maps, service blueprints, event storming, stakeholder alignment, collaborative mapping, UX lanes, critical events, user needs vs. business goals.

15. Kano Model and Survey
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Once we have a business objective in front of us, we need to choose design initiatives that are most likely to drive the impact that we need to enable with our UX work. To test how effective our design ideas are, we can map them against a Kano model und run a concept testing survey. It gives us a user’s sentiment that we then need to weigh against business priorities. Let’s see how to do just that.

Keywords:
Feature prioritization, threshold attributes, performance attributes, excitement attributes, user’s sentiment, mapping design ideas, boosting user’s satisfaction.

16. Design Process
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How do we design a KPI tree from scratch? We start by running a collaborative event storming to identify key success moments. Then we prioritize key events and explore how we can amplify and streamline them. Then we ideate and come up with design initiatives. These initiatives are stress tested in an impact-effort matrix for viability and impact. Eventually, we define and assign metrics and KPIs, and pull them together in a KPI tree. Here’s how it works from start till the end.

Keywords:
Uncovering user needs, impact-effort matrix, concept testing, event storming, stakeholder collaboration, traversing the KPI tree.

17. Choosing The Right Metrics
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Should we rely on established UX metrics such as SUS, UMUX-Lite, and SUPR-Q, or should we define custom metrics tailored to product and user needs? We need to find a balance between the two. It depends on what we want to measure, what we actually can measure, and whether we want to track local impact for a specific change or global impact for the entire customer journey. Let’s figure out how to define and establish metrics that actually will help us track our UX success.

Keywords:
Local vs. global KPIs, time spans, percentage vs. absolute values, A/B testing, mapping between metrics and KPIs, task breakdown, UX lanes, naming design KPIs.

18. Design KPIs Examples
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Different contexts will require different design KPIs. In this chapter, we explore a diverse set of UX metrics related to search quality (quality of search for top 100 search queries), form design (error frequency, accuracy), e-commerce (time to final price), subscription-based services (time to tier boundaries), customer support (service desk inquiries) and many others. This should give you a good starting point to build upon for your own product and user needs.

Keywords:
Time to first success, search results quality, form error recovery, password recovery rate, accessibility coverage, time to tier boundaries, service desk inquiries, fake email frequency, early drop-off rate, carbon emissions per page view, presets and templates usage, default settings adoption, design system health.

19. UX Strategy
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Establishing UX metrics doesn’t happen over night. You need to discuss and decide what you want to measure and how often it should happen. But also how to integrate metrics, evaluate data, and report findings. And how to embed them into an existing design workflow. For that, you will need time — and green lights from your stakeholders and managers. To achieve that, we need to tap into the uncharted waters of UX strategy. Let’s see what it involves for us and how to make progress there.

Keywords:
Stakeholder engagement, UX maturity, governance, risk mitigation, integration, ownership, accountability, viability.

20. Reporting Design Success
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Once you’ve established UX metrics, you will need to report them repeatedly to the senior management. How exactly would you do that? In this chapter, we explore the process of selecting representative tasks, recruiting participants, facilitating testing sessions, and analyzing the resulting data to create a compelling report and presentation that will highlight the value of your UX efforts to stakeholders.

Keywords:
Data analysis, reporting, facilitation, observation notes, video clips, guidelines and recommendations, definition of design success, targets, alignment, and stakeholder’s buy-in.

21. Target Times and States
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To show the impact of our design work, we need to track UX snapshots. Basically, it’s four states, mapped against touch points in a customer journey: baseline (threshold not to cross), current state (how we are currently doing), target state (objective we are aiming for), and industry benchmark (to stay competitive). Let’s see how it would work in an actual project.

Keywords:
Competitive benchmarking, baseline measurement, local and global design KPIs, cross-teams metrics, setting realistic goals.

22. Measuring Design Systems
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How do we measure the health of a design system? Surely it’s not just a roll-out speed for newly designed UI components or flows. Most teams track productivity and coverage, but we can also go beyond that by measuring relative adoption, efficiency gains (time saved, faster time-to-market, satisfaction score, and product quality). But the best metric is how early designers involve the design system in a conversation during their design work.

Keywords:
Component coverage, decision trees, adoption, efficiency, time to market, user satisfaction, usage analytics, design system ROI, relative adoption.

23. Measuring UX Research
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Research insights often end up gaining dust in PDF reports stored on remote fringes of Sharepoint. To track the impact of UX research, we need to track outcomes and research-specific metrics. The way to do that is to track UX research impact for UX and business, through organisational learning and engagement, through make-up of research efforts and their reach. And most importantly: amplifying research where we expect the most significant impact. Let’s see what it involves.

Keywords:
Outcome metrics, organizational influence, research-specific metrics, research references, study observers, research formalization, tracking research-initiated product changes.

24. Getting Started
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So you’ve made it so far! Now, how do you get your UX metrics initiative off the ground? By following small steps heading in the right direction. Small commitments, pilot projects, and design guilds will support and enable your efforts. We just need to define realistic goals and turn UX metrics in a culture of measurement, or simply a way of working. Let’s see how we can do just that.

Keywords:
Pilot projects, UX integration, resource assessment, evidence-driven design, establishing a baseline, culture of measurement.

25. Next Steps
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Let’s wrap up our journey into UX metrics and Design KPIs and reflect what we have learned. What remains is the first next step: and that would be starting where you are and growing incrementally, by continuously visualizing and explaining your UX impact — however limited it might be — to your stakeholders. This is the last chapter of the course, but the first chapter of your incredible journey that’s ahead of you.

Keywords:
Stakeholder engagement, incremental growth, risk mitigation, user satisfaction, business success.


Who Is The Course For?

This course is tailored for advanced UX practitioners, design leaders, product managers, and UX researchers who are looking for a practical guide to define, establish and track design KPIs, translate business goals into actionable design tasks, and connect business needs with user needs.

What You’ll Learn

By the end of the video course, you’ll have a packed toolbox of practical techniques and strategies on how to define, establish, sell, and measure design KPIs from start to finish — and how to make sure that your design work is always on the right trajectory. You’ll learn:

  • How to translate business goals to UX initiatives,
  • The difference between OKRs, KPIs, and metrics,
  • How to define design success for your company,
  • Metrics and KPIs that businesses typically measure,
  • How to choose the right set of metrics and KPIs,
  • How to establish design KPIs focused on user needs,
  • How to build a comprehensive design KPI tree,
  • How to combine qualitative and quantitative insights,
  • How to choose and prioritize design work,
  • How to track the impact of design work on business goals,
  • How to explain, visualize, and defend design work,
  • How companies define and track design KPIs,
  • How to make a strong case for UX metrics.
Community Matters ❤️

Producing a video course takes quite a bit of time, and we couldn’t pull it off without the support of our wonderful community. So thank you from the bottom of our hearts! We hope you’ll find the course useful for your work. Happy watching, everyone! 🎉🥳

Video + UX Training

$ 495.00 $ 799.00 Get Video + UX Training

25 video lessons (8h) + Live UX Training.
100 days money-back-guarantee.

Video only

$ 250.00$ 395.00
Get the video course

25 video lessons (8h). Updated yearly.
Also available as a UX Bundle with 2 video courses.

Useful Customer Journey Maps (+ Figma & Miro Templates)

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User journey maps are a remarkably effective way to visualize the user’s experience for the entire team. Instead of pointing to documents scattered across remote fringes of Sharepoint, we bring key insights together — in one single place.

Let’s explore a couple of helpful customer journey templates to get started and how companies use them in practice.

This article is part of our ongoing series on UX. You might want to take a look at Smart Interface Design Patterns 🍣 and the upcoming live UX training as well. Use code BIRDIE to save 15% off.

AirBnB Customer Journey Blueprint

AirBnB Customer Journey Blueprint (also check Google Drive example) is a wonderful practical example of how to visualize the entire customer experience for two personas, across eight touch points, with user policies, UI screens and all interactions with the customer service — all on one single page.

Now, unlike AirBnB, your product might not need a mapping against user policies. However, it might need other lanes that would be more relevant for your team. For example, include relevant findings and recommendations from UX research. List key actions needed for the next stage. Include relevant UX metrics and unsuccessful touchpoints.

Whatever works for you, works for you — just make sure to avoid assumptions and refer to facts and insights from research.

Spotify Customer Journey Map

Spotify Customer Journey Blueprint (high resolution) breaks down customer experiences by distinct user profiles, and for each includes mobile and desktop views, pain points, thoughts, and actions. Also, notice branches for customers who skip authentication or admin tasks.

Getting Started With Journey Maps

To get started with user journey maps, we first choose a lens: Are we reflecting the current state or projecting a future state? Then, we choose a customer who experiences the journey — and we capture the situation/goals that they are focusing on.

Next, we list high-level actions users are going through. We start by defining the first and last stages and fill in between. Don’t get too granular: list key actions needed for the next stage. Add the user’s thoughts, feelings, sentiments, and emotional curves.

Eventually, add user’s key touchpoints with people, services, tools. Map user journey across mobile and desktop screens. Transfer insights from other research (e.g., customer support). Fill in stage after stage until the entire map is complete.

Then, identify pain points and highlight them with red dots. Add relevant jobs-to-be-done, metrics, channels if needed. Attach links to quotes, photos, videos, prototypes, Figma files. Finally, explore ideas and opportunities to address pain points.

Free Customer Journey Maps Templates (Miro, Figma)

You don’t have to reinvent the wheel from scratch. Below, you will find a few useful starter kits to get up and running fast. However, please make sure to customize these templates for your needs, as every product will require its own specific details, dependencies, and decisions.

Wrapping Up

Keep in mind that customer journeys are often non-linear, with unpredictable entry points and integrations way beyond the final stage of a customer journey map. It’s in those moments when things leave a perfect path that a product’s UX is actually stress-tested.

So consider mapping unsuccessful touchpoints as well — failures, error messages, conflicts, incompatibilities, warnings, connectivity issues, eventual lock-outs and frequent log-outs, authentication issues, outages, and urgent support inquiries.

Also, make sure to question assumptions and biases early. Once they live in your UX map, they grow roots — and it might not take long until they are seen as the foundation of everything, which can be remarkably difficult to challenge or question later. Good luck, everyone!

Meet Smart Interface Design Patterns

If you are interested in UX and design patterns, take a look at Smart Interface Design Patterns, our 10h-video course with 100s of practical examples from real-life projects — with a live UX training later this year. Everything from mega-dropdowns to complex enterprise tables — with 5 new segments added every year. Jump to a free preview. Use code BIRDIE to save 15% off.

Meet Smart Interface Design Patterns, our video course on interface design & UX.

100 design patterns & real-life examples.
10h-video course + live UX training. Free preview.

How To Make A Strong Case For Accessibility

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Getting support for accessibility efforts isn’t easy. There are many accessibility myths, wrong assumptions, and expectations that make accessibility look like a complex, expensive, and time-consuming project. Let’s fix that!

Below are some practical techniques that have been working well for me to convince stakeholders to support and promote accessibility in small and large companies.

This article is part of our ongoing series on UX. You might want to take a look at Smart Interface Design Patterns 🍣 and the upcoming live UX training as well. Use code BIRDIE to save 15% off.

Launching Accessibility Efforts

A common way to address accessibility is to speak to stakeholders through the lens of corporate responsibility and ethical and legal implications. Personally, I’ve never been very successful with this strategy. People typically dismiss concerns that they can’t relate to, and as designers, we can’t build empathy with facts, charts, or legal concerns.

The problem is that people often don’t know how accessibility applies to them. There is a common assumption that accessibility is dull and boring and leads to “unexciting” and unattractive products. Unsurprisingly, businesses often neglect it as an irrelevant edge case.

So, I use another strategy. I start conversations about accessibility by visualizing it. I explain the different types of accessibility needs, ranging from permanent to temporary to situational — and I try to explain what exactly it actually means to our products. Mapping a more generic understanding of accessibility to the specifics of a product helps everyone explore accessibility from a point that they can relate to.

And then I launch a small effort — just a few usability sessions, to get a better understanding of where our customers struggle and where they might be blocked. If I can’t get access to customers, I try to proxy test via sales, customer success, or support. Nothing is more impactful than seeing real customers struggling in their real-life scenario with real products that a company is building.

From there, I move forward. I explain inclusive design, accessibility, neurodiversity, EAA, WCAG, ARIA. I bring people with disabilities into testing as we need a proper representation of our customer base. I ask for small commitments first, then ask for more. I reiterate over and over and over again that accessibility doesn’t have to be expensive or tedious if done early, but it can be very expensive when retrofitted or done late.

Throughout that entire journey, I try to anticipate objections about costs, timing, competition, slowdowns, dullness — and keep explaining how accessibility can reduce costs, increase revenue, grow user base, minimize risks, and improve our standing in new markets. For that, I use a few templates that I always keep nearby just in case an argument or doubts arise.

Useful Templates To Make A Strong Case For Accessibility

1. “But Accessibility Is An Edge Case!”

❌ “But accessibility is an edge case. Given the state of finances right now, unfortunately, we really can’t invest in it right now.”

🙅🏽♀️ “I respectfully disagree. 1 in 6 people around the world experience disabilities. In fact, our competitors [X, Y, Z] have launched accessibility efforts ([references]), and we seem to be lagging behind. Plus, it doesn’t have to be expensive. But it will be very expensive once we retrofit much later.”

2. “But There Is No Business Value In Accessibility!”

❌ “We know that accessibility is important, but at the moment, we need to focus on efforts that will directly benefit business.”

🙅🏼♂️ “I understand what you are saying, but actually, accessibility directly benefits business. Globally, the extended market is estimated at 2.3 billion people, who control an incremental $6.9 trillion in annual disposable income. Prioritizing accessibility very much aligns with your goal to increase leads, customer engagement, mitigate risk, and reduce costs.” (via Yichan Wang)

3. “But We Don’t Have Disabled Users!”

❌ “Why should we prioritize accessibility? Looking at our data, we don’t really have any disabled users at all. Seems like a waste of time and resources.”

🙅♀️ “Well, if a product is inaccessible, users with disabilities can’t and won’t be using it. But if we do make our product more accessible, we open the door for prospect users for years to come. Even small improvements can have a high impact. It doesn’t have to be expensive nor time-consuming.”

4. “Screen Readers Won’t Work With Our Complex System!”

❌ “Our application is very complex and used by expert users. Would it even work at all with screen readers?”

🙅🏻♀️ “It’s not about designing only for screen readers. Accessibility can be permanent, but it can also be temporary and situational — e.g., when you hold a baby in your arms or if you had an accident. Actually, it’s universally useful and beneficial for everyone.”

5. “We Can’t Win Market With Accessibility Features!”

❌ “To increase our market share, we need features that benefit everyone and improve our standing against competition. We can’t win the market with accessibility.”

🙅🏾♂️ “Modern products succeed not by designing more features, but by designing better features that improve customer’s efficiency, success rate, and satisfaction. And accessibility is one of these features. For example, voice control and auto-complete were developed for accessibility but are now widely used by everyone. In fact, the entire customer base benefits from accessibility features.”

6. “Our Customers Can’t Relate To Accessibility Needs”

❌ “Our research clearly shows that our customers are young and healthy, and they don't have accessibility needs. We have other priorities, and accessibility isn’t one of them.”

🙅♀️ “I respectfully disagree. People of all ages can have accessibility needs. In fact, accessibility features show your commitment to inclusivity, reaching out to every potential customer of any age, regardless of their abilities.

This not only resonates with a diverse audience but also positions your brand as socially responsible and empathetic. As you know, our young user base increasingly values corporate responsibility, and this can be a significant differentiator for us, helping to build a loyal customer base for years to come.” (via Yichan Wang)

7. “Let’s Add Accessibility Later”

❌ “At the moment, we need to focus on the core features of our product. We can always add accessibility later once the product is more stable.”

🙅🏼 “I understand concerns about timing and costs. However, it’s important to note that integrating accessibility from the start is far more cost-effective than retrofitting it later. If accessibility is considered after development is complete, we will face significant additional expenses for auditing accessibility, followed by potentially extensive work involving a redesign and redevelopment.

This process can be significantly more expensive than embedding accessibility from the beginning. Furthermore, delaying accessibility can expose your business to legal risks. With the increasing number of lawsuits for non-compliance with accessibility standards, the cost of legal repercussions could far exceed the expense of implementing accessibility now. The financially prudent move is to work on accessibility now.”

You can find more useful ready-to-use templates in Yichan Wang’s Designer’s Accessibility Advocacy Toolkit — a fantastic resource to keep nearby.

Building Accessibility Practices From Scratch

As mentioned above, nothing is more impactful than visualizing accessibility. However, it requires building accessibility research and accessibility practices from scratch, and it might feel like an impossible task, especially in large corporations. In “How We’ve Built Accessibility Research at Booking.com”, Maya Alvarado presents a fantastic case study on how to build accessibility practices and inclusive design into UX research from scratch.

Maya rightfully points out that automated accessibility testing alone isn’t reliable. Compliance means that a user can use your product, but it doesn’t mean that it’s a great user experience. With manual testing, we make sure that customers actually meet their goals and do so effectively.

Start by gathering colleagues and stakeholders interested in accessibility. Document what research was done already and where the gaps are. And then whenever possible, include 5–12 users with disabilities in accessibility testing.

Then, run a small accessibility initiative around key flows. Tap into critical touch points and research them. As you are making progress, extend to components, patterns, flows, and service design. And eventually, incorporate inclusive sampling into all research projects — at least 15% of usability testers should have a disability.

Companies often struggle to recruit testers with disabilities. One way to find participants is to reach out to local chapters, local training centers, non-profits, and public communities of users with disabilities in your country. Ask the admin’s permission to post your research announcement, and it won’t be rejected. If you test on site, add extra $25–$50 depending on disability transportation.

I absolutely love the idea of extending Microsoft's Inclusive Design Toolkit to meet specific user needs of a product. It adds a different dimension to disability considerations which might be less abstract and much easier to relate for the entire organization.

As Maya noted, inclusive design is about building a door that can be opened by anyone and lets everyone in. Accessibility isn’t a checklist — it’s a practice that goes beyond compliance. A practice that involves actual people with actual disabilities throughout all UX research activities.

Wrapping Up

To many people, accessibility is a big mystery box. They might have never seen a customer with disabilities using their product, and they don’t really understand what it involves and requires. But we can make accessibility relatable, approachable, and visible by bringing accessibility testing to our companies — even if it’s just a handful of tests with people with disabilities.

No manager really wants to deliberately ignore the needs of their paying customers — they just need to understand these needs first. Ask for small commitments, and get the ball rolling from there.

Set up an accessibility roadmap with actions, timelines, roles and goals. Frankly, this strategy has been working for me much better than arguing about legal and moral obligations, which typically makes stakeholders defensive and reluctant to commit.

Fingers crossed! And a huge thank-you to everyone working on and improving accessibility in your day-to-day work, often without recognition and often fueled by your own enthusiasm and passion — thank you for your incredible work in pushing accessibility forward! 👏🏼👏🏽👏🏾

Useful Resources

Making A Case For Accessibility

Accessibility Testing

Meet Smart Interface Design Patterns

If you are interested in UX and design patterns, take a look at Smart Interface Design Patterns, our 10h-video course with 100s of practical examples from real-life projects — with a live UX training later this year. Everything from mega-dropdowns to complex enterprise tables — with 5 new segments added every year. Jump to a free preview. Use code BIRDIE to save 15% off.

Meet Smart Interface Design Patterns, our video course on interface design & UX.

100 design patterns & real-life examples.
10h-video course + live UX training. Free preview.

2-Page Login Pattern, And How To Fix It

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Why do we see login forms split into multiple screens everywhere? Instead of typing email and password, we have to type email, move to the next page, and then type password there. This seems to be inefficient, to say the least.

Let’s see why login forms are split across screens, what problem they solve, and how to design a better experience for better authentication UX (video).

This article is part of our ongoing series on design patterns. It’s also an upcoming part of the 10h-video library on Smart Interface Design Patterns 🍣 and the upcoming live UX training as well. Use code BIRDIE to save 15% off.

The Problem With Login Forms

If there is one thing we’ve learned over the years in UX, it’s that designing for people is hard. This applies to login forms as well. People are remarkably forgetful. They often forget what email they signed up with or what service they signed in with last time (Google, Twitter, Apple, and so on)

One idea is to remind customers what they signed in with last time and perhaps make it a default option. However, it reveals directly what the user’s account was, which might be a privacy or security issue:

What if instead of showing all options to all customers all the time, we ask for email first, and then look up what service they used last time, and redirect customers to the right place automatically? Well, that’s exactly the idea behind 2-page logins.

Meet 2-Page-Logins

You might have seen them already. If a few years ago, most login forms asked for email and password on one page, these days it’s more common to ask only for email first. When the user chooses to continue, the form will ask for a password in a separate step. Brad explores some problems of this pattern.

A common reason for splitting the login form across pages is Single Sign-On (SSO) authentication. Large companies typically use SSO for corporate sign-ins of their employees. With it, employees log in only once every day and use only one set of credentials, which improves enterprise security.

The UX Intricacies of Single Sign-On (SSO)

SSO also helps with regulatory compliance, and it’s much easier to provision users with appropriate permissions and revoke them later at once. So, if an employee leaves, all their accounts and data can be deleted at once.

To support both business customers and private customers, companies use 2-step-login. Users need to type in their email first, then the validator checks what provider the email is associated with and redirects users there.

Users rarely love this experience. Sometimes, they have multiple accounts (private and business) with one service. Also, 2-step-logins often break autofill and password managers. And for most users, login/pass is way faster than 2-step-login.

Of course, typically, there are dedicated corporate login pages for employees to sign in, but they often head directly to Gmail, Figma, and so on instead and try to sign in there. However, they won’t be able to log in as they must sign in through SSO.

Bottom line: the pattern works well for SSO users, but for non-SSO users, it results in a frustrating UX.

Alternative Solution: Conditional Reveal of SSO

There is a way to work around these challenges (see the image below). We could use a single-page look-up with email and password input fields as a default. Once a user has typed in their email, we detect if the SSO authentication is enabled.

If Single Sign-On (SSO) is enabled for that email, we show a Single Sign-On option and default to it. We could also make the password field optional or disabled.

If SSO isn’t enabled for that email, we proceed with the regular email/password login. This is not much hassle, but it saves trouble for both private and business accounts.

Key Takeaways

🤔 People often forget what email they signed up with.
🤔 They also forget the auth service they signed in with.
🤔 Companies use Single Sign-On (SSO) for corporate sign-in.
🤔 Individual accounts still need email and password for login.
✅ 2-step login: ask for email, then redirect to the right service.

✅ 2-step-login replaces “social” sign-in for repeat users.
✅ It directs users rather than giving them roadblocks.
🤔 Users still keep forgetting the email they signed in with.
🤔 Sometimes, users have multiple accounts with one service.
🚫 2-step logins often break autofill and password managers.
🚫 For most users, login/pass is way faster than 2-step-login.

✅ Better: start with one single page with login and password.
✅ As users type their email, detect if SSO is enabled for them.
✅ If it is, reveal an SSO-login option and set a default to it.
✅ Otherwise, proceed with the regular password login.
✅ If users must use SSO, disable the password field — don’t hide it.

Wrapping Up

Personally, I haven’t tested the approach, but it might be a good alternative to 2-page logins — both for SSO and non-SSO users. Keep in mind, though, that SSO authentication might or might not require a password, as sometimes login happens via Yubikey or Touch-ID or third parties (e.g., OAuth).

Also, eventually, users will be locked out; it’s just a matter of time. So, do use magic links for password recovery or access recovery, but don’t mandate it as a regular login option. Switching between applications is slow and causes mistakes. Instead, nudge users to enable 2FA: it’s both usable and secure.

And most importantly, test your login flow with the tools that your customers rely on. You might be surprised how broken their experience is if they rely on password managers or security tools to log in. Good luck, everyone!

Useful Resources

Meet Smart Interface Design Patterns

If you are interested in similar insights around UX, take a look at Smart Interface Design Patterns, our 10h-video course with 100s of practical examples from real-life projects — with a live UX training later this year. Everything from mega-dropdowns to complex enterprise tables — with 5 new segments added every year. Jump to a free preview.

Meet Smart Interface Design Patterns, our video course on interface design & UX.

100 design patterns & real-life examples.
10h-video course + live UX training. Free preview.

How To Defend Your Design Process

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Maybe you’ve been there before: You’re in the middle of the design process, and stakeholders expect you to deliver faster. How do you best manage a situation like this? How do you communicate the design process and defend it when stakeholders think the design is taking too long?

Let’s take a closer look at what you can do to clarify false expectations and prevent them in the first place.

This article is part of our ongoing series on UX. You can find more details on design patterns and UX strategy in Smart Interface Design Patterns 🍣 — with live UX training coming up this year. Free preview.

Why Stakeholders Ask For Quicker Turnaround

🤔 Polished deliverables hide the process.

When you show someone a polished, final design, they probably won’t see the complexity of the work behind it unless they are a designer themself, of course. That’s the knowledge gap that lies between designers and stakeholders and one of the reasons why stakeholders might make false assumptions about how long the design will take.

🤔 Polished deliverables suggest a fast production time.

Not familiar with the design process, stakeholders often track value in UX deliverables in an attempt to “measure design” and the progress made. And that can lead to a dilemma: When more final, polished deliverables arrive quickly, stakeholders also assume a faster production time. The real value of design, however, lies in the quality of the process behind it.

How To Get Support From Stakeholders

Design is all about well-orchestrated feedback loops. For different audiences, from customers and designers to developers and stakeholders. Cutting corners breaks these feedback loops. The result is poor inputs that lead to poor outcomes — often reversible but sometimes damaging for years to come.

Protecting the design process isn’t only in the interest of the designers but, most importantly, in the interest of the user and the business. So, how can we advocate for it?

✅ Highlight user value.

One mistake to avoid is to present deliverables as “finished.” Emphasize that you are still testing and highlight that the design process is a way to maximize user value and that business value comes from user value, not the other way around. No productivity optimization can automate user value, and there is no “later” phase to patch broken design work.

✅ Ask for uninterrupted time.

To get the time you and your team need to design, it might be an option to suggest uninterrupted times for heads-down design work. You could also suggest shifting priorities or reducing the overall scope.

✅ Be sincere about the process.

Also, remember to calibrate expectations: You don’t know how your stakeholders work, so you shouldn’t expect that they know and understand the design process. The more sincere you are about what’s needed to be ready, the more likely you are to get understanding and support, rather than fast turnaround requests.

✅ Visualize progress.

As designers, we often get defensive, not showing the work until we feel that it’s in good shape. Personally, I found it remarkably helpful to show the design progress to stakeholders early and repeatedly instead. Not to ask for a personal opinion on the design but if they think it actually helps deliver user value.

A great technique to visualize the complexity of UX work is event storming — we’ll take a closer look at how it works in a second. To keep stakeholders on top of things, it might also be a good idea to report progress proactively. So why not opt for a short, two-minute video update once a week?

Exercise: Event Storming

The most impactful way to be transparent about the process and explain why design takes time is to visualize it. Not as abstract Double-Diamond or Triple-Diamond diagrams, but as messy, real-world sticky notes on a huge Miro or FigJam board — with all the pieces of work needed to get to final deliverables.

How To Run An Event Storming Session

Basically, we bring everyone involved in the project on board for a 2-hour session. We set orange sticky notes as events required for the success of the project on a timeline. Then, we cluster these events and break them across lanes, with everything from user testing and stakeholder approval to research tasks and design initiatives.

The resulting timeline visualizes the process and acts as a reference for the work to be done, or the work completed. Sometimes, we add multiple lanes to map the work across different UX activities, e.g., UX research, UX metrics, and so on. Your timeline might also include any other teams and domains that are relevant to the work — think technical details, risks, stakeholder engagement, user testing, and others.

The Value Of Event Storming

To me, event storming creates a much more honest and real visualization of the design process compared to any diamond diagrams that we often use. It’s messy, it’s complex, it’s difficult, and it matches the complexity of real life. Plus, it’s customized to the needs of a specific project, with people who must be involved for successful delivery.

I can’t emphasize enough just how incredibly impactful this little exercise can be to create a shared understanding about what we are doing, how we are doing it, and what is required from all teams for a successful delivery. I hope it will help you defend your process the next time stakeholders ask for a quicker turnaround. 🙌🏽

Further Reading Meet Smart Interface Design Patterns

You can find more details on design patterns and UX strategy in Smart Interface Design Patterns, our 10h-video course with 100s of practical examples from real-life projects — with a live UX training later this year. Everything from mega-dropdowns to complex enterprise tables — with 5 new segments added every year. Jump to a free preview. Use code BIRDIE to save 15% off.

Meet Smart Interface Design Patterns, our video course on interface design & UX.

100 design patterns & real-life examples.
10h-video course + live UX training. Free preview.

Decision Trees For UI Components

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How do you know what UI component to choose? Decision trees offer a systematic approach for design teams to document their design decisions. Once we’ve decided what UI components we use and when, we can avoid never-ending discussions, confusion, and misunderstanding.

Let’s explore a few examples of decision trees for UI components and how we can get the most out of them.

This article is part of our ongoing series on design patterns. It’s also an upcoming part of the 10h-video library on Smart Interface Design Patterns 🍣 and the upcoming live UX training as well. Use code BIRDIE to save 15% off.

B2B Navigation and Help Components: Doctolib

Doctolib Design System is a very impressive design system with decision trees, B2B navigation paths, photography, PIN input, UX writing, and SMS notifications — and thorough guides on how to choose UI components.

I love how practical these decision trees are. Each shows an example of what a component looks like, but I would also add references to real-life UI examples and flows of where and how these components are used. A fantastic starting point that documents design decisions better than any guide would.

Decision Trees For UI Components: Workday

The team behind Workday’s Canvas design system created a fantastic set of design decision trees for notifications, errors and alerts, loading patterns, calls to action, truncation, and overflow — with guidelines, examples, and use cases, which can now only be retrieved from the archive:

For each decision tree, the Workday team has put together a few context-related questions to consider first when making a decision before even jumping into the decision tree. Plus, there are thorough examples for each option available, as well as a very detailed alternative text for every image.

Form Components Decision Tree: Lyft

A choice of a form component can often be daunting. When should you use radio buttons, checkboxes, or dropdowns? Runi Goswami from Lyft has shared a detailed form components decision tree that helps their team choose between form controls.

We start by exploring whether a user can select more than one option in our UI. If it’s indeed multi-select, we use toggles for short options and checkboxes for longer ones.

If only one option can be selected, then we use tabs for filtering, radios for shorter options, a switch for immediately applicable options, and a checkbox if only one option can be selected. Dropdowns are used as a last resort.

Choosing Onboarding Components: NewsKit

Onboarding comes in various forms and shapes. Depending on how subtle or prominent we want to highlight a particular feature, we can use popovers, badges, hints, flags, toasts, feature cards, or design a better empty state. The Newskit team has put together an Onboarding Selection Prototype in Figma.

The choice depends on whether we want to interrupt the users to display details (usually isn’t very effective), show a feature subtly during the experience (more effective), or enable discovery by highlighting a feature within the context of a task a user tries to accomplish.

The toolkit asks a designer a couple of questions about the intent of onboarding, and then suggests options that are likely to perform best — a fantastic little helper for streamlined onboarding decisions.

Design System Process Flowcharts: Nucleus

How do you decide to add a new component to a design system or rather extend an existing one? What’s the process for contributions, maintenance, and the overall design process? Some design teams codify their design decisions as design system process flowcharts, as shown below.

And here are helpful decision trees for adding new components to a design system:

Make Decision Trees Visible

What I absolutely love about the decision tree approach is not only that it beautifully visualizes design decisions but that it also serves as a documentation. It establishes shared standards across teams and includes examples to follow, with incredible value for new hires.

Of course, exceptions happen. But once you have codified the ways of working for design teams as a decision tree and made it front and center of your design work, it resolves never-ending discussions about UI decisions for good.

So whenever a debate comes up, document your decisions in a decision tree. Turn them into posters. Place them in kitchen areas and developer’s and QA workspaces. Put them in design critique rooms. Make them visible where design work happens and where code is being written.

It’s worth mentioning that every project will need its own custom trees, so please see the examples above as an idea to build upon and customize away for your needs.

Meet Smart Interface Design Patterns

If you are interested in similar insights around UX, take a look at Smart Interface Design Patterns, our 10h-video course with 100s of practical examples from real-life projects — with a live UX training later this year. Everything from mega-dropdowns to complex enterprise tables — with 5 new segments added every year. Jump to a free preview.

Meet Smart Interface Design Patterns, our video course on interface design & UX.

100 design patterns & real-life examples.
10h-video course + live UX training. Free preview.

T-Shaped vs. V-Shaped Designers

Featured Imgs 23

Many job openings in UX assume very specific roles with very specific skills. Product designers should be skilled in Figma. Researchers should know how to conduct surveys. UX writers must be able to communicate brand values.

This article is part of our ongoing series on UX. You might want to take a look at Smart Interface Design Patterns 🍣 and the upcoming live UX training as well. Use code BIRDIE to save 15% off.

The Many Roles In UX

Successful candidates must neatly fit within established roles and excel at tools and workflows that are perceived as the best practice in the industry — from user needs to business needs and from the problem space to the solution space.

There is nothing wrong with that, of course. However, many companies don’t exactly know what expertise they actually need until they find the right person who actually has it. But too often, job openings don’t allow for any flexibility unless the candidate checks off the right boxes.

In fact, typically, UX roles have to fit into some of those rigorously defined and refined boxes:

“V”-Shaped Designers Don’t Fit Into Boxes

Job openings typically cast a very restrictive frame for candidates. It comes with a long list of expectations and requirements, mostly aimed at T-shaped designers — experts in one area of UX, with a high-level understanding of adjacent areas and perhaps a dash of expertise in business and operations.

But as Brad Frost noted, people don’t always fit squarely into a specific discipline. Their value comes not from staying within the boundaries of their roles but from intentionally crossing these boundaries. They are “V”-shaped — experts in one or multiple areas, with a profound understanding and immense curiosity in adjacent areas.

In practice, they excel at bridging the gaps and connecting the dots. They establish design KPIs and drive accessibility efforts. They streamline handoff and scale design systems. But to drive success, they need to rely on specialists, their T-shaped colleagues.

Shaping Your Own Boxes

I sincerely wish more companies would encourage their employees to shape their own boxes instead of defining confined boxes for them — their own unique boxes of any form and shade and color and size employees desire, along with deliverables that other teams would benefit from and could build upon.

🏔️ Hiring? → Maybe replace a long list of mandatory requirements with an open invitation to apply, even if it’s not a 100% match — as long as a candidate believes they can do their best work for the job at hand.

🎢 Seek a challenge? → Don’t feel restricted by your current role in a company. Explore where you drive the highest impact, shape this role, and suggest it.

Searching for a job? → Don’t get discouraged if you don’t tick all the boxes in a promising job opening. Apply! Just explain in fine detail what you bring to the table.

You’ve got this — and good luck, everyone! ✊🏽

Meet Smart Interface Design Patterns

If you are interested in UX and design patterns, take a look at Smart Interface Design Patterns, our 10h-video course with 100s of practical examples from real-life projects — with a live UX training later this year. Everything from mega-dropdowns to complex enterprise tables — with 5 new segments added every year. Jump to a free preview.

Meet Smart Interface Design Patterns, our video course on interface design & UX.

100 design patterns & real-life examples.
10h-video course + live UX training. Free preview.

Good Design Is All About Good Timing

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Imagine a shiny newsletter pop-up. A pop-up makes its splendid appearance on an eCommerce site just as you are about to make your way to a product page. You didn’t even have a chance to explore a single product yet; nor did you have a chance to learn about prices and materials and delivery options. But here you are, distracted and annoyed, almost instinctively dismissing that pop-up before even fully realizing what it says.

That pop-up is right there, and it’s there for a reason. It’s there because there are established KPIs and expectations that somebody in the company needs to reach. These KPIs expect leads, and the more charming (or intrusive) that pop-up is, the more leads it will generate, boosting revenue projections and bonus pay-outs.

A Short Story About A Large Pop-Up

A while back I was working with a large eCommerce retailer operating just like that. There was a strong desire to generate new leads, so the team has spent weeks tweaking headings and copy and labels and visuals and calls to action and their positions and backgrounds.

By the end, the pop-up was so large and so loud that you could barely see anything else on the page. And it worked! Indeed, just a few weeks in, the list has started to grow considerably, and there was even a dashboard set up to celebrate new leads coming steadily minute after minute.

It was weeks until the management has discovered that the growth of the list wasn’t resulting in the growth of the revenue.

The company was indeed getting plenty of leads, but those leads were poor and noisy. They were a mixed bag of disposable, temporary emails, creative and non-existent aliases and just random text strings, and as such, they weren’t generating any noticeable revenue at all. These very leads actually cost money because the pop-up — showing up on every other page — drove people away from the site.

It didn’t work because what the company wanted wasn’t just leads; they wanted good leads. They wanted emails with low bounce rates and high opening rates; emails that would have high conversion and high engagement; emails that wouldn’t get filtered out or marked as spam. They wanted new, engaged and excited customers who would trust and love the brand. A loud newsletter pop-up wasn’t helping them get there.

What did help the company was removing the pop-up altogether, and subtly integrating a bit of newsletter messaging all across the site, from product pages to confirmation emails.

Strategy To Generate Good Leads

Over the years studies showed over and over how reluctant people are to respond positively to any promotional message that disrupts their current workflow. This goes for a modal, a pop-up, a notification and anything in-between. In fact, any interruption of a task at hand is seen as a major distraction that needs to be dealt with urgently. And urgently rarely works in favor of user experience.

In the end, it’s all about the right timing. If we want a good response, we need to find the time in a user’s journey when we can almost guarantee that users will appreciate the disruption, and will respond positively. And that means being very thoughtful about the right time and the right places to surface our messages in a humble, respectful way.

There are a couple of options that we can explore:

  • Integrated messaging.
    The more integrated our messages appear with the rest of the page, and the more connected they are with a task at hand, the better they will be performing. Think of empty states, 404 errors, product pages and blog posts.
  • Success moments.
    Identify moments when a user completes a task or reaches a particular milestone, and integrate your messaging there. E.g. when an invoice is paid, when a request is approved, when a transaction is completed.
  • Nonmodal dialogs.
    To ease distraction, consider using collapsible nonmodal dialogs that don’t block the rest of the UI. Users can dismiss them for a while, and return back if needed.
  • Confirmation pages.
    That’s where users linger for a while until they get a confirmation email. That’s also a great place to ask users for more details, ask to review email or set up a password and get a 15% discount in return.
  • Confirmation email link.
    As users are eagerly expecting that email, we can allow people to subscribe to a newsletter with one single click on a link in the confirmation email.
  • Next to the price.
    We could integrate the newsletter box on the most important pages, right next to the pricing of a product, prompting them to subscribe to get 10–15% off the first purchase.
What About That eCommerce Retailer?

Of course, what has worked for one company might not work for you, so it’s probably a good idea to try out all these options and see what actually works best.

In the case of the eCommerce retailer, integrating the newsletter box next to the price and making the newsletter pop-up a collapsible nonmodal dialog worked best. This change didn’t produce as many leads as the initial pop-up, but the leads were much better in quality and longevity.

We need to give users a chance to develop trust towards the brand. This requires a more humble approach and a more patient team, but the results might be significantly better, with customers coming back and giving a company exactly what it has always wanted.

Meet Smart Interface Design Patterns

If you are interested in similar insights around UX, take a look at Smart Interface Design Patterns, a 6h-video course with 100s of practical examples. 6h of video content on everything from accordions and dropdowns to complex tables and intricate web forms — with 5 new segments added every year. Check a free preview.

Meet Smart Interface Design Patterns, our new video course on interface design & UX.

100 design patterns & real-life examples.
6h-video course + live UX training. Free preview.