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USER_EXPERIENCE.md

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User Experience

Back to Team Agreement

The User Experience of Wdesk is everyone’s responsibility.

What Engineering Can Expect from UX

  • Clarity on what user facing problem we are trying to solve, including who the primary users are and their existing pain points.
  • Collaborative creation and validation of the best solution for the Wdesk ecosystem, within existing technical constraints.
  • The UXer collaborates with other teams to ensure ecosystem consistency and a solution that scales.
  • Specifications for the solution. The amount of detail will vary depending on the complexity of the solution. Specifications may include:
    • Mockups of screens and states.
    • Gifs or screencasts of behaviors
    • Link to interactive prototypes of behaviors
    • Indication of which WebSkin icons, components and style variations to use
    • Written description of behaviors and states
    • Visual specification of WebSkin classes and any needed custom styles (custom styles should be last resort)

What UX Expects from Engineering

  • Have a discussion with UX as new constraints or edge cases arise. New information is important to be aware of and agree to a resolution. Times when this is especially important:
    • When a solution needs to be further broken up into iterations to get to the final solution
    • When a solution is going to take far more work than estimated
    • When a solution that was previously discarded now seems more feasible
    • If a previously unconsidered solution, especially one that may be technically easier, occurs to you
    • If during testing you feel like an experience isn’t as polished as prototypes
    • When a previously unconsidered error or edge case crops up (especially if there is a user facing error)
  • @mention UXers on PRs that include UX work
    • The earlier you can show something to your UXer, the fewer surprises will crop up just before trying to release.
    • Allows the UXer to preview either a
      • Ngrok
      • Deployment to a sandbox URL
      • Screenshot / Screen capture
    • The UXer can then verify the AC was met to the spec previously delivered and provide a UX +1

Overview of UX Roles at Workiva

UX Designer (UXD) - Responsible for working with the PM and lead engineers to build out and validate features that users will find useful.

User Researchers (UXR) - Works with the UXD and PM to collect users' needs, thoughts, and expectations using a variety of tools, such as interviews, user testing, and analytics.

Visual Designers (VxD) - Display the value and intuitiveness of Wdesk through a stylized and consistent user interface, including icons, typography, layout, and color.

UX Writers (Content Team) - Create a consistent voice throughout Wdesk and the Success Center, through in-app messaging, guided tours, help articles, and informative videos.