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10 Lessons I learned working in a global bank as a designer

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To wrap up 2022, I am sharing 10 lessons I learned working 4 years as a Product Design Lead in my previous role at HSBC.

Working in a big corporation like this is complicated, I have to deal with a lot of stakeholders, understand the rules, the un-spoken rules and at the same time trying to help the design team gain more influence.

These are the lessons I wished someone could have taught me when I first started. Hopefully you found these useful and avoid the same mistakes I made!

Warning: It is a long read, but I promised you will find value in it!

1. There is a glass ceiling that’s ok!

Let’s face it, it is unlikely a designer will ever become a CEO in a traditional bank. Having a “Head/VP of Design” or “Chief Design officer” is as good as it gets. It doesn’t matter whether management truly support design team or not, there is a glass ceiling. Why? Two reasons:

  1. Nature of business
  2. You are not actually building the product

Nature of business

Instagram cannot exist without their product because the product is the business. A traditional bank doesn’t sell digital products, their apps is just a way to make your day to day transactions easier, it makes money through mortgages, credit cards, loans and all other kind of financial products.

Just because a traditional company “went digital” doesn’t magically turn them into a digital business. In simple words:

  • The bank is not too screwed if nobody uses their app.
  • Instagram is totally screwed if nobody uses their app.

Bluntly put, the app just needs to be good enough for a traditional bank. If the rates and fees are good, customers has a very high tolerance level to their digital products. Hell, they don’t even want to stay on a banking app for that long, who really wants to use a banking app anyway? Have you heard anyone addicted to their banking app? Me neither.

You are not actually building the product

When you design and UI for the bank for whatever product they are selling, you are not building the product, you are building the digital representation of the product they are selling. Their “product” is whatever mortgages, credit cards, loans or wealth portfolio they come up with. You see, their product already exist in a form of digital document that is 30 pages long, and what you build is a sign-up form or dashboard for these products.

Wouldn’t it be nice if the UX is really nice? Of course! But in the end of the day, the specific details on product such as “rates” or “returns” are what matters, not the design. 

To recap, the nature of business limits the impact you are going to make since you are not actually building the product. And that’s ok! Design team doesn’t need to make it to the top for every company out there. It is important to understand strategically what you can gain from each company you work for. The ceiling doesn’t matter as long as there is still room for you to grow and someone to learn from. 

For me, my goal was to become a better strategic thinker and a better presenter. I had a great manager, and worked with other Service Design Leader and Design System Leaders that I learn a great deal from and that’s why I stayed for a long time even though I understood eventually I will hit a glass ceiling. Always have a plan on what you want to gain for each role and move on when you have learned everything from there.

2. Learn to influence or you are doomed

It is extremely important for us as designers to understand the fundamental reason why influence is an important skill to master as a designer. Everyone said so, but why? For getting a raise or promotion? For a happier design team? For your mental health? I argue that it is a matter of survival for the design team. Here is why:

  1. A team needs resources to survive
  2. Every team wants to survive (aka have a job and don’t get fired)
  3. There is limited resources in a company

A team that doesn’t have resources does not survive by definition. Following the same logic, the maximum survival strategy is to have as much resources as possible, ideally ALL the resources of the company.

Realistically, you can’t control all the resources in a company, but the bigger the pie the better. To get resources, you need people that owns the money to give it to you. People usually do it by:

  • Convince decision maker to give them more (you should do this)
  • Undermine other teams so decision maker won’t give money to other teams (you shouldn’t do this)

Why can’t we just chill and not do anything? Why can’t you remain a small team and just do your own thing? Well, because the design team consume resources. Other team has the incentives to want to kick you out if they don’t think you are valuable so they can have a bigger piece of the pie (according to point #3 and the maximum survival strategy stated above)

Furthermore, there are 2 more uncontrollable factors that you can count on that are guaranteed to happen if you remain in the same role long enough. They are:

  1. Economy going south (already happened as per writing this article)
  2. Old management leaves and new management comes onboard

Whenever the above thing happens, the first thing the leadership team do is to see which team is non-essential. If you want to survive, part of your job is to constantly remind people with money why your team is essential. The art of convincing leaders and peers from other department is called Influence. The better you are at do it, the safer your team (and your self) is when things eventually go south.

3. Ask for forgiveness, not permission

It is a big company, if you ask for permission to do the right thing all the time, you can’t get shit done. The key is to do it anyway and think of a good way to say sorry if people complains. Make sure to inform your boss so they have your back before you do that thing.

For example, when I worked in the Staff digital team responsible for building tablet apps for staff to serve customers in the branch, I wanted the front-line staffs to test my design on their tablet. If I emailed the branch manager, I am 99.99% sure they will reject my request because it will “distract their work” and we didn’t have a relationship.

So I just went to the branch and have a “private” conversation with the staff there. Nobody knew I wasn’t a real customer and if the staff generally want me to go away they will just say so. Truth is, everyone in the branch is happy to be beta testers on new features and they didn’t report me to their boss because I made them feel important and I genuinely value their feedbacks.

A lot of times, what you think you cannot do is just a mental barrier. You can always do something, there are just consequences that may or may not occur. If you are in doubt, ask yourself “what is the worse that could happen?”, the reality is probably not as bad as you think. My general rule of thumb is do whatever you think helps your team as long as it won’t get you fired. Worked great for me so far.

4. Understand the REAL WHY

The difference between an order taker and a professional is the ability to take control of the situation. A professional knows what they are doing and won’t let other people boss them around. Have you seen a great doctor just let other people tell them how to do their job? No, they take control of the situation and ask questions.

Business said X, Legal said Y. Why? who exactly said that? Who the hell is “business” or “legal” anyways? Behind any enquiry, there is a real human behind it, why can’t we as designers apply empathy and understand their hopes, fears and dreams? What is their concern? What worries them? Is it a power move so that they feel they are in control of the situation?

In other cases, you want to show strength as well. Show people you won’t back down if the other side is not prepared for a fight. Anyone can throw out unsolicited opinion, very rarely do people work hard to form comprehensive statement based on facts. Have the courage to challenge what people say by requesting evidences to back it up! 

For example, if stakeholders insist to change a design that has worked in the past but they want to change it because they have a different OPINION, kindly remind them you do value their opinion (maybe not really, but you say that anyway because your parents taught you manner so you act nice), but this design has proven to work in the past, “what” are the evidence to support what they believe what they suggest will improve the UX? How confident are they?

If you change your design because other people demand it every time regardless of their seniority, you are a vendor, you are “just here to make things pretty”. You are an order taker. If you have a choice between being an order taker or being a professional, which would you choose? I know my answer.

5. Own your boundaries

You need to let other know your boundaries and stick to it, or someone else will set it for you. If you don’t want to join a lunch meeting, don’t join. If you don’t want to join a 7pm meeting, don’t join. (This doesn’t apply to teams that cross time-zone, in this case, do the fair thing where sometimes you have late meetings and other times the person in the UK does the same thing).

You have more power than you think. Sometimes we felt that we can’t say no to unrealistic demands, but what is the worse thing that can happen if you reject a stakeholders demand? Come and drag you to a meeting? Download Figma and draw it themselves?

Probably nothing.

The best they can do is complain to your boss, but if you have articulate your point clearly with evidence to backup your decisions and let your boss know up front, you have nothing to fear. 

Don’t let others dictate your workflow

Inevitably, someone will ALWAYS send an “urgent” email and demand a reply “ASAP”, as if whatever project they work on is always the most important project for the company. You will feel the impulse to pause everything you do and reply to that email.

Don’t do it. Two reasons:

  1. It probably isn’t urgent
  2. Rushing your reply will always make the situation worse 

It probably isn’t urgent

Think about it, what is really “urgent” in our role? Do we control the finance operation or the IT systems? Will the designers be able to do anything if someone hacks the system? Unless payroll made an accounting error where your CEO’s three-million bonus now shows up in your bank account and they want it back right now, nothing is urgent. 

Just because someone higher up wants an answer quickly so they don’t have to remember it and ask it again in the future doesn’t mean it’s urgent. It just means they will get annoyed if they can’t get an answer now. Just because someone came up with a deadline without consulting you doesn’t make it urgent either. It is their problem.

What happens most of the time is that nothing happens if you don’t reply to the email immediately, the other party will often send a follow up email a day or two later chasing you or send you a Slack message at 6pm the same day. As a rule of thumb, if the matter can wait until 6 pm or one to two days later, it is by definition not urgent. 

Have a list of priorities for your team and yourself. Everyday, create a checklist with no more than 3 items and work ONLY on those things. Mentally have a Standard Operating Procedure (SOP) on when you check your communication channels and how long it takes for your to reply. I set a rule for myself where I batch read emails in a specific time in morning and in the afternoon and never read it in between, this way I am free from distractions and focus on real work.

If an email comes it that do require your immediate attention, weight against your checklist and think “If I do not complete the tasks on my checklist and reply to these emails, will it benefit myself or my team”? Only reply to those emails if it is the later case. In the end of the day, you are not judged on how fast you reply to emails, you are judged on how well you can perform on your job. You work on your priorities, not someone else’s.

Rushing your reply will always make the situation worse

OK, let say the email is truly urgent and a project can’t go live today if you don’t reply to it right now. What do you do? Write a reply immediately and send it? Wrong.

Everything you wrote in haste are almost always not thoughtful enough and everything you wrote ill be used against you. I never had a good experience when I reply quickly to an important email, either my facts is off or the tone is wrong and I end up writing multiple follow up emails or have to eventually jump to a Zoom call to explain things. 

Take your time to collect information around the subject and compose a response but DON’T SEND IT YET. Send it to someone senior or someone you can trust for a second opinion to ensure you have covered things from different perspectives when the email is truly urgent. 

6. Process and documentation are your best friends

If you find yourself explaining same things over and over again to some people, it is time for you to create a process. There are two key benefits of creating a process:

  1. Process allows you to do more work with less time, why? Because once you wrote down how something works once you can point people towards that instead of explain things 1000 times. We are in business of deep work, this means that it takes time for a designer to warm up to get into a state of flow. While it may take you 10 minutes to explain how some things work, it will take you at least 30 minutes to warm up again to get into the state of the flow. 
  2. Another benefit of a process is it also helps other to repeat the success you had so you are making the team become more productive. For example, create scripts for the team to answer common stakeholder questions regarding design rationale. This is one of the ways you can scale your team and make yourself become more valuable because you remove yourself as the bottle neck.

Same logic applies to things like creating documentation on decision made for the project. I can’t remember how many times my team asked me for a decision I made about a design and it was a pain to go through all the email and Slack messages. Now I just simply wrote down important product decisions and ask whoever to refer to that document.

7. Policies gives you credibility

Do you hate it when you ask the same questions from two different person under the same department and getting 2 different responses? It happens quite often in a big company, it feels unprofessional and I certainly don’t want other team to feel the same towards the design team.

Stakeholders will often challenge your or are just generally curious — “Why did the design team made that decision and what was it based on?”

If your team had exist for a while and you haven’t codify your thought process, you are not running it very efficiently. Having a clear policy document helps free you the headache of coming up with an explanation ad-hoc, make your decision more transparent, and avoid giving contradictory answers. Ultimately, having clear policies will help your team earn respect from others because someone (you) has taken the time to think about how your team make decisions.

A policy is a way to articulate our thinking process. Once you articulate it, your rationale became clear. People can debate around it and you can work on improving it. If you have a good policies in place, you can save your mental energy to react to the outliers, not repeatable problems, the HARD problems. Most importantly, it allows you to scale the team because everyone on your team understand your rationale so they can act on your behalf. You remove the scenario where Designer A and B will give different answers under the same situation.

Creating a policy is not that hard, you start with the most common questions stakeholders ask and document what your team replies. Then, extract the most convincing argument or rationale from those replies and you have your version 1.0 of your design team policy. Basically, if someone asks your team a hard question. Ask yourself is this question likely to come up again/ has it already been ask, if so, create a policy to handle similar situations in the future.

8. It’s a marathon, pick your fight strategically

A real leader focuses on the big picture and pick their fight carefully. Your bigger goal for the design organization should always be demonstrating the value of design and drive design maturity of the business. You don’t need to win every battle, you just need to win the war. Otherwise, you will make too many enemies along the way and you will be so sucked into debates that you can’t work on the important things.

Picking a fight is an art on its own. Is it important to CC everybody when the developer misses the UI by one pixel? (Pro tip: no) What is something that you should never back down? Where do you draw the line? One helpful exercise you can do is to list out the design policies from your team. Then, as a team decide on which policies is the most important and rank them in descending orders.

For example, you might decide the following policy must be followed at all time: “We always conduct research on new features or when we work on project that lasts longer than x month” while the next one is negotiable: “all designs should follow the latest design system unless an exception has been obtained”. 

This way, you communicate effectively to your team what is strategically important and you can focus your effort on battles that are meant to be won and be okay to lose the less important ones without diverging from the big picture.

9. Make sharing your work your top priority

Share your work constantly instead of doing it as an after-thought — It is not other people’s job to know what you do. It is YOUR JOB to sell yourself and to educate other people the value of design, how it can help the business and how it can help THEM. 

In a big corporate, if a tree falls in a forest and no one is around to hear it, it doesn’t make a sound. One of the mistake I had was not putting enough time to selling our team to the wider organization, so our team are essentially invisible to the higher ups. Not good. As a manager, if you learned that your team didn’t have time to share their work because they are busy, guess what? It is your job to do it now. As mentioned in Point 2 above, this is essential to the long term survival of your team.

Think strategically on who you want to sell your work to, which project to sell, what is the message, the communication channel, frequency and what is the ask for the audience. What call-to-action do you want this person to do? More funding for your team? Public praises? Show up in the next usability session? You want to make it clear. Spend more time to figure out how to best position yourself in the organization and you will have an easier time climbing the corporate ladder.

10. Find the best and learn from them

It’s a big company, it is full of very bright people. However, by nature of normal distribution, 90% of people are mediocre, 5% are top performers, the rest are waiting to get fired. Focus your time on the top 5%. Analyze what they do, how they sell themselves, how they do problem solving. What are they doing that you are not doing? How can you close that gap?

I don’t have the brightness mind in the company, but it doesn’t matter. I can observe good people and learn from them. I used to keep a journal of top performers of the company and I constantly ask myself what is their mindset, what are they doing right now, and what would they do in this tough situation? 

If you are able to articulate WHY someone is good, WHAT makes them good and HOW you can close that gap, you will have a great lead in personal development.

Evidence based imposter syndrome framework

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The other day I was chatting with a recent design graduate, she felt like she is not a real UX designer yet because her course was not 100% focused on UX. She wasn’t sure whether she should be considered a UX designer — she had an “imposter syndrome”. As designers, we are no strangers to this.

So how do I handle Imposter Syndrome? Here is what worked for me and what I told her:

I want you to turn your feelings into action. You are not allowed to feel incompetence unless you can prove it.

I call this the “Evidence based imposter syndrome”

Why did I say that?

The principle is simple: Innocent until proven guilty. Feeling alone doesn’t help you solve the problem.

Maybe your portfolio suck. Maybe you are not a real designer. Maybe you don’t know anything about design and you are faking it.

Who knows? Until you find data to backup your claim, you don’t know what is the reality. You can do this by either talking to someone senior or look up what is the expectation for the next role online.

  • I feel like an imposter is not a fact.
  • I am an imposter IS A FACT.

If you found out that you are are actually incompetent — an imposter — NOW you can feel sad, but you should also be excited. Why? Because now you have a tangible goal. You can close the knowledge gap if you know what they are, but you can’t act on “feeling competent” when there is no substance.

This simple framework worked for me for my whole career. From becoming a Senior all the way to becoming a Design lead. Each step of my career I always felt like I weren’t ready for these roles. So I asked myself: What does a competent Senior/Manager/Lead does? Let me find out! Am I there yet? If not, how can I close those gaps?

The Imposter Syndrome will always come to you. Expect it. When it does, try this “Evidence based imposter syndrome” framework and turn your feelings into action.

Comment and let me know if this method works for you!

How to design your own UX process

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If you search for “UX process”, you can find thousands of articles written on this topic. As a new UX person joining a team with no established process, you might be struggled on whom process to follow. I have been there before, and it was confusing.

The problem with following someone else’s framework is that it hardly sticks in your mind and it is easy to misuse it if you don’t fully understand it (As everyone worked in an “Agile” environment can testify). Since each company’s internal process and its UX maturity is different, it is hard to just pick one popular UX process and follow it.

In this article, I am going to walk you through a list of questions you should ask yourself in order to lead a design project from start to finish, and also explain why these questions are important. Based on these questions, you can form your own process that will suit yourself and your company.

Lets deep dive into this.

What problems are we solving?

Before you start designing anything, you need to understand WHY are you doing what you are being asked to do. If you don’t know what you are trying to solve, you can’t judge whether your design solves the problem or not.

Sometimes we are scared to ask why, the environment might make us feel like it is not politically correct to do so because it feels like we are questioning decision from higher up. Our boss might say or think “Why are you asking why? Do you think I made the wrong call? Can’t you just do as I say?”

Decorative image on: Consider what are you trying to solve

The problem with the word “Why” is that it is not welcoming, it feels like an interrogation. It focuses on questioning the person that made the request instead of the intention of the task. Instead, I advocate for using the word “What”. Consider the following:

1. Why are you using blue?

2. What are you trying to achieve by using blue?

“Why” seems like you are questioning someone’s decision, it can be interpreted as “Blue is a bad choice” where “What” invites for participation, it is a discussion: “What is your goal and how does blue help you achieve it?”. Now that we are comfortable asking What, here are some things you should ask when a task is handed to you:

  • What problem are we trying to solve and for whom? What are the pain-points?
  • What do users currently do without our solution? Did they invent some workarounds? This is an important question because if your problem is real and painful enough, people will try to find a workaround for it. Conversely, if you don’t see a workaround, the problem probably is not painful enough. Microsoft Excel does this really well. They basically look at what popular micro is being created and added it to their next release. This exercise helps you eliminate the imaginary problem like “some people might find this annoying” and give you a glimpse on how your design might end up. Sometimes your user’s hacky workaround is a great solution that requires minor modification.
  • What triggers us to solve this problem now? Understand the thought process of your boss will help you greatly as you can tie it to how you present your work. When you understand your boss better, you can feel his frustration or her urgency, and it helps you to avoid presenting a solution that takes 3 months to build when what you boss wants is a hot fix in 2 weeks.

Output

By the end, you should produce some sort of documentation that outline:

  • Why this project exists
  • What are the requirements

I like to add this knowledge into a document called a Project brief and keep it in a share drive such that there is a single source of truth, and I would also email stakeholders as well to keep everyone on the same page. Surprisingly, once it is written down, things become more concrete, and stakeholders are less likely to change their mind.

What is the scope?

Nothing gets done if there is no deadline. There is always room for improvement, there is always the next “minor polishing”. This article itself is also a product of setting a deadline and just hit the publish button whether I like it or not.

Decorative image on: Schedule

I can always come back for the typo or add a picture or two, but if I don’t publish anything, no one can read it, and I can’t add value to anyone’s life. For your project, get everyone involved and ask:

  • How much time do we have? Are we expecting a quick-win or a total redesign? There is no point in designing the perfect solution that takes 2 months if you only have 2 weeks to work on it. Instead, spend your time coming up with a perfect 2 weeks solution.
  • What does good enough look like? When do we know when to stop? At a minimum, your design should satisfy some bare-bone goals. i.e. The user should be able to add items to their cart. Any other good to have stuff like “comparison feature” or “add to my favorite” are Good-to-haves.
  • What use-cases or target user is not covered as part of this project? Having alignment on what you are not doing is just as important as knowing what needs to be done. Make sure this is well communicated to your stakeholders to avoid an unpleasant surprise in the future. e.g. Boss: I thought we are also curing cancer with this release and have already told the higher-ups, now I need to get everybody OT to work on this!

Output: MVP documentations, Out of scope documentation

Has anyone solved this problem before?

There is always more problems to solve than time available, as a smart designer, you want to avoid reinventing the wheel. First, you need to find out has the wheel already been invented. This means:

  • Look inward. Internally, has any teams within your organization faced this problem and solved this? Is it applicable to your case? Is there something we can reuse? Failure to do this step is how inconsistent designs, duplicated pattern and wasted effort occurs. If you company is big enough, someone else from another department has probably solved this before. Make sure they are aware your project exist and talk to them.
  • Externally, how did other companies solve this problem? This goes without saying, if you work in a FinTech, look for what other Fintech company is doing, if you work in e-commerce, look at what other similar company is doing and so on. What can we learn from them? What can we apply to our case? What are they not doing well that should we avoid?

Output: Case-study, Lesson-learned

How does the existing stuff work?

If you are adding a new feature on top of an existing design, you better know how the thing works inside out, or you might break things. Look at existing documentations, play around with the live site, and speak to developers to find out about any tricky logic, interactions or quick fix from the past that has been put together that is vulnerable to big changes.

Decorative image on: Two guys discussing on a document

What is our solution?

Now we start to design the actual thing. You can create sketches, lo-fi wireframe or hi-fi designs, prototypes…etc. It really depends on what you think is best for your company. During this process, consider:

  • What are the different scenarios and use cases? What would your design look in other languages? What does it look like on different screen sizes? Different platforms?
  • What happens when users don’t follow “the right way?” Have we covered all edge cases? If users can add one item to the basket, can they add 300? What does it look like if they do that? Do we allow it? If not, how does the UI convey that to the user? How long are items stored in the basket? Do we need to tell that information to the user? Why or Why not?
  • What are our rationales to make certain decisions? Throughout the design process, we are going to learn a lot of things and make a lot of decisions, are we just going to let that sit in our brain or are we going to make the effort to document it such that other designers and future generations can benefit from our lessons?
  • If we propose this design, does it also impact other areas of the existing design? Who needs to know about this? Other designers? Other developers? Other product managers? Do they have resource to support you?

Output: End-to End user flow, High-level sketch, Decision log, Interactive prototype

How do we know our solution works?

A design proposal is considered feasible when it, at a minimum:

  • Achieves the business goal
  • Can be built within a reasonable time-frame
  • Can be understood by the user

This means two types of people need to look at our work:

  • Internal people — Stakeholders
  • External people — Customers/Users
Decorative image on: A women thinking

Has our internal people agreed to this?

Do developers thinks your design is feasible? Does it require a big change to existing code base? How long would it take? Are there other simpler way to achieve 80% of the result but can take much less time?

Do other designers think we are following the established guidelines? If the design is not part of the guideline, do we need to update the guidelines?.

Do product people think the design achieved their goal? Do brand people think the design is on brand? If you are working on FinTech or highly regulated industry, have you consulted Subject Matter Experts or Legal or any relevant people to make sure your design complies to regulations? e.g. Can you create a One-click to order button?

How much time does the approval process take from all of these people mentioned above? Did the project plan take into account the back and forth? One of the major reason for project slip is that project plan failed to recognize that takes time for people to come into consensus. This won’t happen to you as a smart designer, you will make sure to bring this up during meetings and talk to the right people.

Output: Review session, approval log

Do customers understand our design?

Normally, we want to make sure the answer is Yes to this question before the product goes live. Until we test our designs to the real people who are going to use it, the designs are not validated and we are living in our own bubbles.

In a lot of companies, testing is always thought as a luxury, but the nature of it doesn’t change. Users has to test it no matter what. If you don’t test the design before launch, the shift just became after launch. We are testing the live product to real customers instead of prototypes. Anyway, if we are commit to test before launch, we need to figure out:

  • What format do we want to test? Sketches? Lo-fi/Hifi wireframes? Prototype?
  • Who to test? How long does the recruiting takes? How many people do we need? Who runs the test?
  • How much time does it take for us to organize the findings? How do we present our findings? In what format? To whom? What do we expect to do with our findings?

Output: Usability testing

What do people downstream need?

Now that our designs are ready, it is time to send it to someone else to work on it. Branding people might want to pick the right images, copywriters need to know which area needs copy. In an ideal case, everybody required to make the project happen are involved during the inception of design, if not, we need to spend some time to explain to them how the thing works.

Decorative image on: People discussing around a document

Consider: When will they need it? In what format? Are there enough time for them to review the design and ask questions? For example, you need to tell them:

  • For Copywriter, this area needs a new copy, and we are trying to tell the user about how x works
  • For Branding people, this area needs some stock photo, and we are trying to do y
  • For Developers, this area we are re-using existing component and this area requires new ones, and this is how the animation should work

In some companies, someone else is charged of figuring this out for you, but if that someone does not exist, it is on you. In essence, make sure people downhill knows what it is expected of them and in a format that they understand.

Output: Final UX & UI specifications.

How do you know the design is properly implemented?

Once developers has build something, how are you going to find out it looks and works as you specified? Do you communicate with QA people on what to look out for?

If you are going you review the build, how will you do it? Are you going to eye-ball it? Or use Chrome Developers tools to look at the elements? What if it is a mobile app? What tools should you use than?

How much time do you need for the review? Where do you report the bugs? How do you report the bugs? Are everything tracked and documented?

That’s everything I can think of that requires you to think about when you want to see through a design from beginning to launch. Hope this article helps you in your process and please leave a comment if you have any questions.

p.s. I am aware that product development is a continuous cycle and the design shouldn’t stop when a product is launched. But as the scope of this article is about seeing through from start to launch, what after launch is out of scope.

Decision log

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Imagine joining a UX team as the new designer wanting to learn about the product. There are two ways you can do it without taking your colleague’s time: you study the live product, or you read documentations about it. The most common form of design documentations are Wireframes. However, a wireframe only tells you part of truth, it tells you what design decisions has been made, it tells you the what, but it doesn’t tell you the why.

When we work on a project, we would have made a lot of design decisions based on user needs, stakeholder needs, research findings, time constrains, technology limitations.. the list goes on and on. If we don’t document these decisions down, we will be in a dangerous position where important project knowledge exists only in some designer’s memory. If that designer has moved on, the knowledge will be lost forever.

Without understanding the why, designers are forced to guess why things were designed that way. Every time we make a change, it is a gamble. The only solution is to systematically document project decisions, such that if future designers decides to make a change, they will have the right tools and context to help them make an informed decision. Let me introduce a tool that not only minimize design risks, but can also help you build a more mature UX organization — The Decision Log.

Benefits of a Decision Log

A decision log helps us to:

  • Remember things — When we write decisions down, we made sure we will have a reliable source of truth we can always refer back to it without forgetting it
  • Save time — By documenting what worked and what doesn’t, we made sure future designers will not waste time exploring dead-ends
  • Avoid going into circles — When we are exploring design options, it is easy to go back to square one and forget why we discarded it. When decisions is clearly documented, we made sure this won’t happen
  • Past on knowledge to others — When knowledge is written down, we are slowly building a library of knowledge where everyone can benefit and absorb it on demand

How to create a Decision Log

A decision log is a simple one pager document that sits inside the project folder. It has 3 components:

  • Screenshot
  • Decisions made
  • Rationale

That’s it. It really is that simple, now that every design you made is traceable and other people will no longer need to guess why you made that decision. The concept is not novel, our best friend — Developers does it all the time when they add comments to their code. Similarly, you should start writing a Decision log entry whenever a decision is made that will significantly impact the design, and you continue to do it through the project.

When in doubt, err on the side on over communication. The bad case scenario of writing something obvious is that readers ignores your sentence. The worse case scenario of not documenting a rationale is that you also forgot why you made that decision, then that information is lost forever.

Conclusion

As agile development and the introduction of Sprint has became the norm in every technology company, people seems to forget the true essence of the methodology is to learn quickly, not just do things quickly. The most efficient way to record and pass on that learning is to write it down. I hope you give this method a try and I can’t wait to hear from you the results!

How to design and implement a new process

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Assume your normal output is x. If you want to increase your output, you need to produce x+1 kind of work. Here is the problem, if you have already reached you maximum capacity, how can you increase your output? The truth is, if all work comes through you and you are the bottleneck, you can’t. You will never increase your output this way.

The only solution is to improve the output from others around you. Why? Because while you are stuck on your maximum output, if you can increase the output from others, you are still producing x+1 kind of work. But how? If you look at human history, the answer is obvious, you must invent a machine and let others work on it.

As knowledge workers, a process is the equivalent to a machine in the information age, it help others to work more efficiently and not waste time on figuring out how to do things. The beauty of a process is that like a machine, once you set it up, it can continue to run itself even if you are not there.

Why we hate processes

Process nowadays gets a bad reputation especially for people working in technology companies where everyone is suppose to work in “Agile”. That is unfortunate, just because someone else’s process is bad, it doesn’t mean the concept of process is bad. It just means either they have designed a poor process, or they have set it up poorly.

Ultimately, people hate processes because most managers doesn’t know how to implement one in the first place. As a result, new processes gets ignored and is locked in the cupboard to never been seen again. In this article, I will talk about the foundation work you have to do in order to make your process work.

People falling asleep during process presentation

How to make a process work

The hardest part about designing a process is to get people to believe in it and to run it. A process will not work unless the following conditions are met:

  • Competence
  • Pain
  • Time
  • Buy-in

Competence

That is the competence of the individual who wants to make the change. Let’s assume that is you. You have to be good at what you do, or people would not respect you, and they will probably ignore you. Nobody wants to listen to “your ideas on how we can work better” if you are not good at your job.

If you have the power to force others to do things your way, you might think you are off to a good start, that is the wrong mindset. Yes you can get people to listen to you, but the process itself is a worthless piece of paper unless someone acts on it. To make a process work you must influence those that will be executing it.

You need to give people a good reason to do things your way, otherwise they will revert back to the old ways of doing things, and you will spend all day chasing them to follow your process.

Pain

Humans are creatures of habit, if they believe what they are doing is working, they will resist change. The easiest environment to apply a new process, therefore, is when people are frustrated, when they feel “someone should do something about this”.

Not everyone will feel pain the same way. Luckily for you, this pain is psychological and can be adjusted. Just like people in poor country doesn’t know they are living in poor conditions, you have to expose them to the reality and paint a picture of the wonderful life they could live if something changes. Once there is a comparison, people’s mind will start to change.

A person lying on top of a bed made of nails

Time

Don’t expect overnight success. A process is like a machine, it needs to warm up before it can fully function. You need time for people to discard old habit and get used to new way of doing things, and you also need time to refine the process itself. Implementing a process without the patience to see it through is a recipe for disaster. You need to set the right expectation to management and your team members.

Buy-in

Not only your peers might resist to change, people above you might also be the same. The human brain likes to choose the path with least resistance, once they have done something in the past successfully, when faced with similar problems, they tend to solve it in the exact same way they have solved it before.

Even if there is a “better” way, the brain tends to regard the new way as less efficient because learning the new way takes effort and there is a risk that you end up wasting time. This is why we tend to be reluctant to change.

Without buy-in from above and below, your process won’t work. The easiest way to sell to upper management is to get your team start doing things your way, then report it back to your bosses the changes you plan to make has already happened. That way, all management needs to do is to rubber stamp and make your process official. How to get buy-in from below? Let’s talk about this in the next section.

How to gain buy in from your team

When it comes to change, there will be 3 types of people:

  1. Early adopter
  2. Late majority
  3. The uncooperative

Start by identifying the people that feels the pain the most and is most open to try something new. This person is the early adopter, you alone is not enough to convince other people to try the new process, you need a champion, someone that will help you to sell your process to the team. Ideally, that person has certain influence among the team. Look for someone that is senior or is well respected, if you can get that person’s buy-in, you are on a good start.

Then it comes the late majority, usually these group will start to follow once they see someone in their team has already adopted to the new process, especially if that person is someone they respect.

A person carrying a dial phone to a group of people using smart phone

You will have some uncooperative, I once had a person in my team refusing to read the new process claiming it was too wordy and confusing. I brought my laptop, sat next to that person and told her it is my job to make sure the process makes everyone’s life easier and if something is not working, I will change it right there and right in front of her.

As we walked through the document we discover some areas of improvement and wordings that are ambiguous, I made the adjustment right away and share the updated procedure with everyone. I believe my commitment and enthusiasm to make things work changed her mind, and she became one my best champions. The key here is not to see the uncooperative as the enemy, but to embrace it as an opportunity to make your process even better.

How to design a process

Document what is already there

There is always a process — although not official — a way of how people work, you want to document that. Talk to each team member individually instead of having a group chat. Two reasons: 1) to give everyone a chance to speak, 2) what people think they do and how they actually do things is sometimes different, talk to people individually will help you paint a clearer picture.

Approach this from a genuine angle, right now you are only curious to find out how they do things, respect how people work and don’t be judgmental. Once you have done this, let the person read what you have written down and confirm the steps. As you go through the document, people that have a weak or no process will find themselves a little bit uncomfortable because you have exposed them, acknowledge their feelings and keep emphasizing the fact that you are just here to document things and not judging.

Walking through people’s own process is a subtle way to help people understand they are not working very efficiently without telling them directly. They might even think “oh wait, this doesn’t really make sense, why did I do that…” to themselves. This process helps you plant the seed of changes you want to make in the future.

A person talking enthusiastically while another person take notes

Ask for suggestions

As you walk through the process with each team member, ask them where they think the process can do better, put the focus on the process and not the individual. This might take a few times as some member of your team might not be that vocal, work with the people that is most vocal first. Some will rant about things or complain about management, while you may not have the power to do much, it is important that you acknowledge the comments and write it down as this helps sending the message that you care.

Prioritize

List out the problems you found and categorize it into two groups: 1) Things that you can fix and 2) Things that someone else can fix. Start with group 1 as this will give you momentum to tackle group 2, which is often more tricky. You should also invite your team members into this prioritization exercise to make them understand you are doing this for them.

Write the new process

Keep your new process simple at first, once you have wrote it, try to turn off your brain and follow the process as it is, and see do you know exactly what to do. Send it to a each team member individually and ask for comments. Once you are ready, send it to your boss and tell him this is going to be the new way of doing things. You boss should be OK if you have followed the suggestions I made in the earlier sections. Next, send out the approved process to everyone and set up a meeting to explain how the new process works and address questions.

Observe and improve

Make sure you stay humble and tell your team this process is just an hypothesis on how we can all do things better and you are learning about it as much as they do. Set up a time to review the process with the team and refine it constantly. Be open to criticism.

A process is not about A telling B what to do, it is about how the group can figure out a better way to make their life simpler, and more importantly, happier. If one wants to make a process work, one must start with understanding the people.

How to design for constrains

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A case study on designing loading state

I like to consider design as a spectrum. On the left hand side, you have the Minimal Viable Product (MVP), the absolute bare minimum you can do to ship the product. On the other end, you have the Dream UX design, where I define it as the “If I have infinite time and resources this is what will I do” kind of design.

The challenge for every designers is to push their design towards the right hand side as much as possible while considering about the constrains. In a company, this typically means time and resources. How one can embrace this constrain and thrive in this environment is what separates novice and seasoned designers.

In today’s article, I want to walk you through how I designed loading states for Vyond, a start up I previously worked for. Where we slowly tweak our designs based on different constrains and finally coming up with something that strikes the balance between UX and available resources. Lets get right into it.

Background

When we were redesigning the Vyond product the Video Maker a year ago, we took a lot of shortcuts to hit the schedule. As a result, we didn’t create any loading states and is causing some frustrations to our users. Now that we have time, we decided to fix this.

Why is loading state important?

Loading states is a way for a system to tell users that it has received their command and is now working to make things happen for them. Without a loading state as a feedback, users won’t know what is going on and it violates one of the top 10 principles of usability design — Lost of control.

Understanding the problem — Talking to Engineers

To create good loading states, first we need to understand how things are loaded in the back-end. At this stage, you basically ask 2 questions:

  1. Can it be done?
  2. If yes, at what cost?

Here is an example, in the below UI, we are going to display a row of templates for the customer to use. We want items to load one by one from left to right. Can it be done? The short answer is yes. However, developer told us that there is no way to control which item to load first because items comes with different file size, and they will appear as soon as they are rendered. Which means item 3 might show up before item 1 if the file size is smaller.

← Expectation: we want items to load from Left to Right | Reality: items shows up in whatever order they want depending on its size→

The only way to load item from left to right visually is to wait for all items to finish loading, then displaying them one by one from left to right. This means users will spend more time waiting and staring at the blank state. This goes against one of the purpose of the loading state, which is to mask waiting time!

The importance of talking to Engineers

As you can see from the example above, understanding whether our ideas is feasible up front saves us time from designing something that will never see the light, and we can spend our time to focus on something that can actually work.

Another important thing from this exercise is helps us to have a better understanding roughly how long each component will load, so we can design appropriate on each scenario.

In case you are curious, for the above example, we decided to use skeleton loading in the end to help mask loading time.

Continue iteration

Let me show you another example. In the below UI, when user clicks an item from the left panel, the item will show up on the blank area on the right hand side.

Here is how the interaction works:

  1. Click an item from the Library.
  2. After a short loading time, the item is shown on the Stage.

Originally when you click an item, nothing happens. You will be staring at a blank canvas for 2 seconds before the item finishes loading and pop up. The delay and lack of feedback makes user feel the system is not responsive and triggers user to repeat their action. Which causes user to add multiple items unintentionally, and they have to wait even longer.

The Dream UX vs Reality

To approach this task, lets start with the dream UX, the holy-grail:

In an ideal world, when you click an item, item is shown immediately on the blank area.

This is what The Dream UX looks like, zero loading time!

Of course in the real world, items can’t appear instantly because it takes time to load them, but I don’t take “impossible” for an answer until it was proven, so I decided to ask the question:

Is it possible to render items immediately when we click on it?

The answer is yes…with a cost. Item takes time to load, if we want to have the appearance that items is shown immediately when we click on it, we have to preload the items in the backend. It is similar to when you download a big file, you decided to browse Facebook for the duration. Since you are preoccupied, you have the perception that you are not waiting for it to download, but the file is still taking its time behind the scene.

To achieve the “immediate response” effect, we need to “hide” the preload time somewhere such that users don’t feel like they are waiting for us. When user enters the Vyond app, we show them a loading screen before the app is fully loaded. Can we add this loading time to the loading screen?

Loading screen for Vyond’s Video Maker app

Yes we can! This is how we imagined the flow would look like, after the “Item loading” time has been absorbed by the “App loading” time:

The Item loading time is absorbed by the app loading time

Here is the catch, we have more than 20,000 items in our library. If we preload all these contents in the loading screen, this will take us more than 5 minutes. That’s quite a long time to wait, compared to the time to loading an item which only takes about 2–3 seconds.

Expectation vs Reality. Putting Item loading time into App loading time actually makes loading longer

Someone on our team suggested that can we preload only the items “above the fold” — items that are visible to users without them scrolling. The problem is that having instant access to those items doesn’t help us to achieve our goal of having 0 loading time, since this approach only benefit only roughly 100 items that is above the fold.

This is a time for us to pause and ask ourselves the big question —Is it worth to keep thinking about this direction?

As product designers, it is always important to keep asking yourself this question. Because you always have limited resources and a lot of problems to tackle, spending more time on this problem means you will spend less time on another problem.

In the end, we decided that we have tried our best for this 0 loading time direction and it didn’t work. Let’s find another way.

Building the gap

OK so we can’t show items instantly on the canvas, but we can try to do other tricks to mask the loading time. Below are some ideas:

Idea 1 — Real size selection box

  • When user selects an item, show its selection box but without the item inside it, the selection box has the same size as the item the user selected.
  • Display the real item when it finishes loading

What I like about this idea — It is clear that the item is loading and it helps to mask loading time

Why this idea does not work — Showing a real size selection box requires the server to load the size data of the item, this means until it can get that data, users are still staring at a blank screen and the loading time remains unchanged.

Idea 2 — Fake selection box

  • When user selects an asset, show a fake selection box. The fake selection does not represent the size of the Real item.
  • The fake box is replaced by the actual item when it finishes loading.

What I like about this idea — It gives instant feedback that the item is loading.

Why I don’t like this idea — After all, the selection box is fake and does not represent the actual size of the item being selected.

Idea 3 — Thumbnail images

When user selects an asset, show its thumbnail. Thumbnail is replaced by the real asset when it finishes loading.

What I like about this idea — It gives instant feedback and gives users a preview of the real thing as early as possible.

Why this idea was shut down — This idea seems really good on paper, however when I took this idea to the development team, I was told it would take more time to code it then we had planned. Which brings me back to the topic of this article — How to design under constrains.

Design is about trade offs. On one hand, we have and ideal solution that might deliver 90% of value to the user, but it will take 5 days to code. On the order hand, we have an Okay idea that will deliver 70% of value to the user, and takes 1 day to code.

In our case, time is limited, so we have to choose what is the best design within the constrain. Not what is the best design.

Making a choice

In the end, we went for Idea 2. We chose a box size that represents 80% of all item’s size. Which means that in 80% of the cases, the fake selection box is the perfect size and it represents the actual size of the item selected. I was actually surprised that it looked way better than I thought. Another reason why you should do prototype.

Here is what it looks like in the end:

Case 1: Item selected has the same size of the Fake selection box.
Case 2: Item selected does NOT have the same size with the selection box, the REAL size is rendered afterwards

The constrain of time forces us to focus on what really matters, it forces us to make a choice. We chose Idea Two that takes 1 day to code versus the other option that will take 5 days. It is the best design based on the given constrains because we want to solve customer’s problem tomorrow, not 5 days later. For us, delivering value to customers is the only thing that matters.

Sometimes we might think: “If only we had more time, we would have the perfect design”. The question is, perfect for whom? Perfect for the company? Perfect for the customer? Did customers really asked for perfect? Or is it for our own designer ego? In the end of the day, giving your friend a present on their birthday is way better than the “perfect” gift that is late. Embrace imperfection. Embrace constrains.

Conclusion

A dream design is just that — A Dream. The real world is a place full of constrains and a lot of things is beyond our control. We as designers, are problem solvers, not dreamers. The sooner we understand this, the better we will become. I would like to end this article from a quote from General Patton:

“ A good plan, violently executed now, is better than a perfect plan next week.”

The perfect design is the one that makes users pain point go away today, not tomorrow. Until next time, may your constrains helps you become a better designer 🙂

Disclaimer: I am no longer a Vyond employee and I’m not posting on behalf of Vyond.