Main takeaways: - Work effectively with designers through cooperative brainstorming, iteration, and decision making - Understand the supportive responsibilities of each role to successfully merge business goals and design considerations to create the best user experience - Establish a playbook for ideation, user research, prototyping, and usability testing

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Successful Collaboration with Design
by Wellframe PM & Designer

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10. T O N I G H T ’ S S P E A K E R S
Eleanor Sharpe
PRODUCT MANAGER
Courtney Remm
LEAD DESIGNER

11. About Wellframe

12. ● Learn how to work effectively
with designers through
cooperative brainstorming,
iteration, and decision making
● Understand the supportive
responsibilities of each role
Goals for tonight:
● Successfully merge business
goals and design
considerations to create the
best user experience
● Establish a playbook for
ideation, user research,
prototyping, and usability
testing

13. Stakeholders
PRODUCT
ENGINEERING
END USERS
DESIGN
LEGAL
CLIENTS

14. Planning for a user’s whole experience when using a product:
Design
Visual (UI)
design
User experience (UX)
design
UX copy / interface
copy

15. Process overview
DISCOVERY DEFINITION SOLUTION DEVELOPMENT

16. Discovery
RESEARCH • INTERPRETATION
Outcome: full understanding of the breadth of product opportunities

17. GOALS
● Understand the problem
● Understand the context
Research
METHODS
● Go out in the field
● Read about the space online
● Talk to stakeholders and
experts

18. User research
“Do you use your
email throughout
the day?”
“How often do
you check your
email throughout
the day?”
vs.

19. Understand user
behavior around
login frequency and
computer use
throughout the day
Able to determine
that users are
familiar with pop-up
notifications
Value
Learned about
typical desk setup
for remote
employees

20. Interpretation
GOALS
● Distill information into one
artifact that tells the story of
the problem
● Identify patterns, gaps, or other
areas of opportunity
METHODS
● Journey mapping
● Empathy mapping
● Jobs to be done

21. Introduction to gaps in care
Patient with
diabetes
Annual
HbA1c test
Meets standard
of care
Identified as a gap
in care
✓
✗
NEEDPATIENT OUTCOME

22. Journey mapping

23. Journey mapping
Care manager

24. Journey mapping
Care manager
Patient

25. Journey mapping
Care manager
Patient
Dependencies

26. Journey mapping
Care manager
Patient
Dependencies
Opportunities

27. Value
Identified pain
points and
inefficiencies
in the flow
Helped us
make sure we
understood
the full picture
and were not
missing
information
Which
therefore
helped us ID
product
opportunities
Helped us
describe
problem to
other
stakeholders
succinctly

28. Definition
SCOPE & SOCIALIZE • VALIDATE
Outcome: well-defined requirements for MVP and path to iterate/expand

29. Scope & socialize
GOALS
● Narrow field of vision to
attainable opportunities
● Translate into high level
requirements
● Align with stakeholders on path
forward
METHODS
● Scope mapping
● Lowest-fidelity wireframes
● Engaging with & presenting to
stakeholders

30. Scoping exercise

31. Low-fidelity wireframes

32. Value
Helped
stakeholders
understand
and weigh
tradeoffs
Clearly
illustrated the
differences
between
scope options
Helped us
make a
decision on
what to build
now
Clear set of
requirements
that need to
be designed;
made it easy
to build
prototype(s)

33. Validate
GOALS
● Receive external confirmation
that approach resonates with
end-users
METHODS
● User interviewing
● Concept testing

34. Concept testing
● “Based on your current
workflow, can you describe how
the ability to set a status would
change what you do?”
● “When you want to set a status,
what other information is
important to know? Why?”

35. Value
Collected qualitative data to bring
back to stakeholders to support
our decision
Confirmed the key requirements
for MVP

36. Solution
UX • COPY & VISUAL DESIGN • USABILITY TESTING
Outcome: detailed MVP specifications (design, copy, technology), ready for development

37. User experience
GOALS
● Confirm UX decisions
● Apply scope constraints
● Define exact specifications
METHODS
● Usability testing
● Iterative design
● High-fidelity mockups

38. Usability testing

39. Usability testing

40. Copy & visual design

41. Copy & visual design

42. Copy & visual design

43. Value
Able to learn
from user
feedback,
iterate and
improve
Identified
areas where
assumptions
didn’t match
reality for
user’s
expectations
Avoided
development
re-work after
release
Ensured our
solution was
scalable

44. Development
JUST IN TIME UX • SOURCE OF TRUTH FOR DETAILS • UAT
Outcome: live MVP ready for release

45. Just in time UX
GOALS
● Support engineering team
● Define every state of a feature
METHODS
● User acceptance testing
● Participation in standup

46. Value
Ensure development goes
according to plan or adjust
if necessary
Provide final sign-off ahead
of release

47. Takeaways
Trust the
process
Invest time in
understanding
Always be
testing
Your allies are
assets

48. The partnership

49. Foundation
Built on trust
Constant
communication
Respect and
empathy for each
other’s perspective

50. Collaboration
Switch up
your scenery
Get
comfortable
with
discomfort
Find common
ground to
build rapport
Have fun!

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