ux case study meaning

• Reviews / Why join our community?
• For companies
• Frequently asked questions

UX Case Studies

What are ux case studies.

UX case studies are examples of design work which designers include in their portfolio. To give recruiters vital insights, designers tell compelling stories in text and images to show how they handled problems. Such narratives showcase designers’ skills and ways of thinking and maximize their appeal as potential hires.

“ Every great design begins with an even better story.” — Lorinda Mamo, Designer and creative director

• Transcript loading…

Discover why it’s important to tell a story in your case studies.

How to Approach UX Case Studies

Recruiters want candidates who can communicate through designs and explain themselves clearly and appealingly. While skimming UX portfolios , they’ll typically decide within 5 minutes if you’re a fit. So, you should boost your portfolio with 2–3 case studies of your work process containing your best copywriting and captivating visual aids. You persuade recruiters by showing your skillset, thought processes, choices and actions in context through engaging, image-supported stories .

Before selecting a project for a case study, you should get your employer’s/client’s permission – whether you’ve signed a non-disclosure agreement (NDA) or not.

Then, consider Greek philosopher Aristotle’s storytelling elements and work with these in mind when you start building your case studies:

Plot – The career-related aspect of yourself you want to highlight. This should be consistent across your case studies for the exact role. So, if you want to land a job as a UX researcher, focus on the skills relevant to that in your case studies.

Character – Your expertise in applying industry standards and working in teams.

Theme – Goals, motivations and obstacles in your project.

Diction – A friendly, professional tone in jargon-free plain English.

Melody – Your passion—for instance, as a designer, where you prove it’s a life interest as opposed to something you just clock on and off at for a job.

Décor – A balance of engaging text and images.

Spectacle – The plot twist/wow factor—e.g., a surprise discovery. Obviously, you can only include this if you had a surprise discovery in your case study.

All good stories have a beginning, a middle and an end.

© Interaction Design Foundation. CC BY-NC-SA 3.0.

How to Build UX Case Studies

You want an active story with a beginning, middle and end – never a flat report . So, you’d write, e.g., “We found…”, not “It was found…”. You should anonymize information to protect your employer’s/client’s confidential data (by changing figures to percentages, removing unnecessary details, etc.).

You can use German novelist-playwright Gustav Freytag’s 5-part pyramid :

Exposition – the introduction (4–5 sentences) . Describe your:

Problem statement – Include your motivations and thoughts/feelings about the problem.

Your solution – Outline your approach. Hint at the outcome by describing your deliverables/final output.

Your role – Explain how your professional identity matched the project.

Stages 2–4 form the middle (more than 5 sentences) . Summarize the process and highlight your decisions:

Rising action – Outline some obstacles/constraints (e.g., budget) to build conflict and explain your design process (e.g., design thinking ). Describe how you used, e.g., qualitative research to progress to 1 or 2 key moments of climax.

Climax – Highlight this, your story’s apex, with an intriguing factor (e.g., unexpected challenges). Choose only the most important bits to tighten narrative and build intrigue.

Falling action – Show how you combined your user insights, ideas and decisions to guide your project’s final iterations. Explain how, e.g., usability testing helped you/your team shape the final product.

Stage 5 is the conclusion:

Resolution – (4–5 sentences) . Showcase your end results as how your work achieved its business-oriented goal and what you learned. Refer to the motivations and problems you described earlier to bring your story to an impressive close.

Overall, you should:

Tell a design story that progresses meaningfully and smoothly .

Tighten/rearrange your account into a linear, straightforward narrative .

Reinforce each “what” you introduce with a “how” and “why” .

Support text with the most appropriate visuals (e.g., screenshots of the final product, wireframing , user personas , flowcharts , customer journey maps , Post-it notes from brainstorming ). Use software (e.g., Canva, Illustrator) to customize good-looking visuals that help tell your story .

Balance “I” with “we” to acknowledge team-members’ contributions and shared victories/setbacks.

Make your case study scannable – E.g., Use headings as signposts.

Remove anything that doesn’t help explain your thought process or advance the story .

In the video, Michal Malewicz, Creative Director and CEO of Hype4, has some tips for writing great case studies.

Typical dramatic structure consists of an exposition and resolution with rising action, climax and falling action in between.

Remember, hirers want to quickly spot the value of what you did— e.g., research findings—and feel engaged every step of the way . They’ll evaluate how you might fit their culture. Use the right tone to balance your passion and logic in portraying yourself as a trustworthy team player. Sometimes, you may have to explain why your project didn’t work out ideally. The interaction design process is iterative, so include any follow-up actions you took/would take. Your UX case studies should project the thoughts, feelings and actions that define how you can shape future designs and create value for business.

Learn More about UX Case Studies

Take our UX Portfolio course to see how to craft powerful UX case studies.

UX designer and entrepreneur Sarah Doody offers eye-opening advice about UX case studies .

Learn what can go wrong in UX case studies .

See fine examples of UX case studies .

Questions related to UX Case Studies

A UX case study showcases a designer's process in solving a specific design problem. It includes a problem statement, the designer's role, and the solution approach. The case study details the challenges and methods used to overcome them. It highlights critical decisions and their impact on the project.

The narrative often contains visuals like wireframes or user flowcharts. These elements demonstrate the designer's skills and thought process. The goal is to show potential employers or clients the value the designer can bring to a team or project. This storytelling approach helps the designer stand out in the industry.

To further illustrate this, consider watching this insightful video on the role of UX design in AI projects. It emphasizes the importance of credibility and user trust in technology. 

Consider these three detailed UX/UI case studies:

Travel UX & UI Case Study : This case study examines a travel-related project. It emphasizes user experience and interface design. It also provides insights into the practical application of UX/UI design in the travel industry.

HAVEN — UX/UI Case Study : This explores the design of a fictional safety and emergency assistance app, HAVEN. The study highlights user empowerment, interaction, and interface design. It also talks about the importance of accessibility and inclusivity. 

UX Case Study — Whiskers : This case study discusses a fictional pet care mobile app, Whiskers. It focuses on the unique needs of pet care users. It shows the user journey, visual design, and integration of community and social features.

Writing a UX case study involves several key steps:

Identify a project you have worked on. Describe the problem you addressed.

Detail your role in the project and the specific actions you took.

Explain your design process, including research , ideation , and user testing.

Highlight key challenges and how you overcame them.

Showcase the final design through visuals like screenshots or prototypes . This video discusses why you should include visuals in your UX case study/portfolio.

Reflect on the project's impact and any lessons learned.

Conclude with the outcomes. Showcase the value you provided.

A well-written case study tells a compelling story of your design journey. It shows your skills and thought process.

A case study in UI/UX is a detailed account of a design project. It describes a designer's process to solve a user interface or user experience problem. The case study includes

The project's background and the problem it addresses.

The designer's role and the steps they took.

Methods used for research and testing.

Challenges faced and how the designer overcame them.

The final design solutions with visual examples.

Results and impact of the design on users or the business.

This case study showcases a designer’s skills, decision-making process, and ability to solve real-world problems.

A UX writing case study focuses on the role of language in user experience design. It includes:

The project's background and the specific language-related challenges.

The UX writer's role and the strategies they employed.

How did they create the text for interfaces, like buttons or error messages?

Research and testing methods used to refine the language.

Challenges encountered and solutions developed.

The final text and its impact on user experience and engagement.

Outcomes that show how the right words improved the product's usability.

You can find professionals with diverse backgrounds in this field and their unique approaches to UX writing. Torrey Podmakersky discusses varied paths into UX writing careers through his video. 

Planning a case study for UX involves several steps: 

First, select a meaningful project that showcases your skills and problem-solving abilities. Gather all relevant information, including project goals, user research data, and design processes used. 

Next, outline the structure of your case study. This should include the problem you addressed, your role, the design process, and the outcomes. 

Ensure to detail the challenges faced and how you overcame them. 

To strengthen your narrative, incorporate visuals like wireframes, prototypes, and user feedback . 

Finally, reflect on the project's impact and what you learned. 

This careful planning helps you create a comprehensive and engaging case study.

Presenting a UX research case study involves clear organization and storytelling. 

Here are eight guidelines:

Introduction: Start with a brief overview of the project, including its objectives and the key research question.

Background: Provide context about the company, product, or service. Explain why you did the research. 

Methodology: Detail the research methods, like surveys, interviews, or usability testing. 

Findings: Present the key findings from your research. Use visuals like charts or user quotes to better present the data. 

Challenges and Solutions: Discuss any obstacles encountered during the research and how you addressed them.

Implications: Explain how your findings impacted the design or product strategy.

Conclusion: Summarize the main points and reflect on what you learned from the project.

Appendix (if necessary): Include any additional data or materials that support your case study.

UX case studies for beginners demonstrate the fundamentals of user experience design. They include:

A defined problem statement to clarify the user experience issue.

Descriptions of research methods used for understanding user needs and behaviors.

Steps of the design process, showing solution development. The 5 Stages in the Design Thinking Process illustrate these steps in detail. 

Visual elements, such as sketches, wireframes, or prototypes, illustrate the design stages.

The final design solution emphasizes its impact on user experience.

Reflections on the project's outcomes and lessons learned.

These case studies guide beginners through the essential steps and considerations in UX design projects. Consider watching this video on How to Write Great Case Studies for Your UX Design Portfolio to improve your case studies.

To learn more about UX case studies, two excellent resources are available:

Article on Structuring a UX Case Study : This insightful article explains how to craft a compelling case study. It emphasizes storytelling and the strategic thinking behind UX design, guided by expert opinions and industry insights.

User Experience: The Beginner's Guide Course by the Interaction Design Foundation: This comprehensive course offers a broad introduction to UX design. It covers UX principles, tools, and methods. The course provides practical exercises and industry-recognized certification. This course is valuable for aspiring designers and professionals transitioning to UX.

These resources provide both theoretical knowledge and practical application in UX design.

Literature on UX Case Studies

Here’s the entire UX literature on UX Case Studies by the Interaction Design Foundation, collated in one place:

Learn more about UX Case Studies

Take a deep dive into UX Case Studies with our course How to Create a UX Portfolio .

Did you know the average UX recruiter spends less than 5 minutes skimming through your UX portfolio? If you want to join the growing and well-paid field of UX design, not only do you need a UX portfolio— you’ll need a great UX portfolio that showcases relevant skills and knowledge . Your UX portfolio will help you get your first job interviews and freelance clients, and it will also force you to stay relevant in your UX career. In other words, no matter what point you’re at in your UX career, you’re going to need a UX portfolio that’s in tip-top condition.

So, how do you build an enticing UX portfolio, especially if you’ve got no prior experience in UX design? Well, that’s exactly what you’ll learn in this course! You’ll cover everything so you can start from zero and end up with an incredible UX portfolio . For example, you’ll walk through the various UX job roles, since you can’t begin to create your portfolio without first understanding which job role you want to apply for! You’ll also learn how to create your first case studies for your portfolio even if you have no prior UX design work experience. You’ll even learn how to navigate non-disclosure agreements and create visuals for your UX case studies.

By the end of this practical, how to oriented course, you’ll have the skills needed to create your personal online UX portfolio site and PDF UX portfolio. You’ll receive tips and insights from recruiters and global UX design leads from SAP, Oracle and Google to give you an edge over your fellow candidates. You’ll learn how to craft your UX case studies so they’re compelling and relevant, and you’ll also learn how to engage recruiters through the use of Freytag’s dramatic structure and 8 killer tips to write effectively. What’s more, you’ll get to download and keep more than 10 useful templates and samples that will guide you closely as you craft your UX portfolio. To sum it up, if you want to create a UX portfolio and land your first job in the industry, this is the course for you!

All open-source articles on UX Case Studies

How to write the conclusion of your case study.

• 5 years ago

How to create the perfect structure for a UX case study

What Should a UX Design Portfolio Contain?

How to write the beginning of your UX case study

What is a UX Portfolio?

How to write the middle or “process” part of your case study

Open Access—Link to us!

We believe in Open Access and the  democratization of knowledge . Unfortunately, world-class educational materials such as this page are normally hidden behind paywalls or in expensive textbooks.

If you want this to change , cite this page , link to us, or join us to help us democratize design knowledge !

Privacy Settings

Our digital services use necessary tracking technologies, including third-party cookies, for security, functionality, and to uphold user rights. Optional cookies offer enhanced features, and analytics.

Experience the full potential of our site that remembers your preferences and supports secure sign-in.

Governs the storage of data necessary for maintaining website security, user authentication, and fraud prevention mechanisms.

Enhanced Functionality

Saves your settings and preferences, like your location, for a more personalized experience.

Referral Program

We use cookies to enable our referral program, giving you and your friends discounts.

Error Reporting

We share user ID with Bugsnag and NewRelic to help us track errors and fix issues.

Optimize your experience by allowing us to monitor site usage. You’ll enjoy a smoother, more personalized journey without compromising your privacy.

Analytics Storage

Collects anonymous data on how you navigate and interact, helping us make informed improvements.

Differentiates real visitors from automated bots, ensuring accurate usage data and improving your website experience.

Lets us tailor your digital ads to match your interests, making them more relevant and useful to you.

Advertising Storage

Stores information for better-targeted advertising, enhancing your online ad experience.

Personalization Storage

Permits storing data to personalize content and ads across Google services based on user behavior, enhancing overall user experience.

Advertising Personalization

Allows for content and ad personalization across Google services based on user behavior. This consent enhances user experiences.

Enables personalizing ads based on user data and interactions, allowing for more relevant advertising experiences across Google services.

Receive more relevant advertisements by sharing your interests and behavior with our trusted advertising partners.

Enables better ad targeting and measurement on Meta platforms, making ads you see more relevant.

Allows for improved ad effectiveness and measurement through Meta’s Conversions API, ensuring privacy-compliant data sharing.

LinkedIn Insights

Tracks conversions, retargeting, and web analytics for LinkedIn ad campaigns, enhancing ad relevance and performance.

LinkedIn CAPI

Enhances LinkedIn advertising through server-side event tracking, offering more accurate measurement and personalization.

Google Ads Tag

Tracks ad performance and user engagement, helping deliver ads that are most useful to you.

Share Knowledge, Get Respect!

or copy link

Cite according to academic standards

Simply copy and paste the text below into your bibliographic reference list, onto your blog, or anywhere else. You can also just hyperlink to this page.

New to UX Design? We’re Giving You a Free ebook!

Download our free ebook The Basics of User Experience Design to learn about core concepts of UX design.

In 9 chapters, we’ll cover: conducting user interviews, design thinking, interaction design, mobile UX design, usability, UX research, and many more!

The Complete Guide to UX Case Studies

Updated: October 23, 2023

Published: August 21, 2023

Writing a UX case study can be overwhelming with the proper guidance. Designing for the user experience and writing about it in a case study is much more than writing content for a webpage. You may ask, “If my design speaks for itself, should I include a UX case study in my portfolio?”

Yes, you should include UX case studies in your portfolio. And here’s why.

You need to make your portfolio stand out among the crowd. A UX case study is a great way to do that. Let’s take a minute to define what a UX case study is and look at some examples.

Table of Contents

What is a UX case study?

The benefits of ux case studies, examples of ux case studies, tips for creating a ux case study.

UX portfolios are essential to showcasing UX designer skills and abilities. Every UX designer knows better designs bring better results. Sometimes, it’s easy to let the design speak for itself — after all, it is meant to engage the audience.

But, in doing that, you, as the designer, leave many things unsaid. For example, the initial problem, the need for the design in the first place, and your process for arriving at the design you created.

This is why you need to include UX case studies in your portfolio.

UX case studies tell a curated story or journey of your design. It explains the “who, what, when, where, and how” of your design. The text should be short and sweet but also walk the reader through the thinking behind the design and the outcome of it.

[Video: Creating a UX Case Study: Right and Wrong Way to Approach It]

There are many benefits to including UX case studies in your portfolio. Think of your UX portfolio as a well-decorated cake. The designs are the cake, and UX case studies are the icing on the cake— they will catch your audience's eye and seal the deal.

Take a look at the benefits of adding UX case studies to your portfolio.

Don't forget to share this post!

Related articles.

Website Navigation: The Ultimate Guide [Types & Top Examples]

What Is End-User Experience Monitoring? [+Tips For Implementing It]

What Is GUI? Graphical User Interfaces, Explained

Horizontal Scrolling in Web Design: How to Do It Well

UX Accessibility: Everything You Need to Know

Your Guide to Creating UX Problem Statements

UX Prototyping: Your Complete Guide

The Chrome UX Report: How to Use It to Improve Your Website UX

Building Your First-Time User Experience: How to Get It Right

Perfecting Your Digital UX Design — The Tips You Need to Know

3 templates for conducting user tests, summarizing UX research, and presenting findings.

CMS Hub is flexible for marketers, powerful for developers, and gives customers a personalized, secure experience

InVisionApp, Inc.

Inside Design

How to write a UX case study

Sarah doody,   •   jul 19, 2019.

H ave you ever been told your UX portfolio lacks depth, or what you did is unclear, or that it doesn’t seem like you have enough experience, even though you know you do?

Or maybe you landed an in-person interview, it didn’t go very well because you stumbled through presenting and answering questions about your projects. 

These are all symptoms of an underlying problem: your UX case studies are not written well enough. 

After doing at least 100 hours of my own research through talking to UX candidates one-on-one, reviewing portfolios, and analyzing survey data, one thing became clear: UX professionals put too much emphasis on learning how to make deliverables, and not enough on articulating their design decisions. 

When you can’t articulate your design decisions, it will make your day to day role harder, because you won’t know how to deal with pushback. And it will also limit your career options because your ability to write a strong case study is the foundation for creating a strong portfolio and doing well in interviews.

We’re going to go into:

• The role of case studies in your portfolio
• The anatomy of a case study
• The steps to writing a thorough, readable case study

Case studies are the UX application differentiator

It’s no longer enough to just show your work. According to the  Center Centre , the job growth of UX designers is expected to rise 22% over the next 10 years. UX is a hot field, and there’s a lot of competition. 

Your portfolio, therefore, can’t simply be a curation of sexy-looking deliverables. Recruiters and hiring managers need you to articulate your process and design decisions. A key skill for UX professionals is the ability to communicate; in any UX role, you’ll find yourself not just doing UX, but explaining it over and over. 

If you don’t have well-written UX case studies, then how can recruiters and hiring managers trust that you’ll be able to communicate what you did and why you did it if they hire you? 

Writing is a skill that we know is important, but as designers rarely practice or study enough. When it comes to UX case studies, though, the quality of your writing is one of the most important variables in the success of your portfolio.

Let’s be real, writing about your UX projects is not an easy task. However, the good news is that by following the steps that follow, you will clearly understand how to write more clearly.

Anatomy of a UX case study

When approaching your UX portfolio and case studies, my advice is to think like a lawyer. Because how do lawyers win legal cases? With strong communication, and even stronger evidence. 

The projects inside your portfolio are like evidence in a legal case. And that’s why you must choose the projects for your portfolio very carefully. 

Here’s what I recommend including in your UX case study:

• Problem statement
• Users and audience
• Roles and responsibilities
• Scope and constraints
• Process and what you did
• Outcomes and lessons

Want to download a copy of this template? Sign up for Sarah Doody’s newletter and get a free download.

How to write your ux case study.

As you write your case studies, don’t worry about length. Once you get it all on paper you can decide what to put into your portfolio. As you transition your written case studies to something more visual, you will edit them down and also consider how some of the text can be communicated visually.

Step 1. Give your project a title

The big mistake that people make is not giving the project title enough detail when a strong title can give context for the project.

Good: Home Depot user research for mobile app checkout

So-so: Home Depot user research

Bad: Home Depot

Step 2. Write an outline

Lay out your thoughts before you start giving up the details. An outline’s purpose is to help you understand the “big picture” of your project, so you can decide how to structure your case study or if the project is big enough to merit more than one case study.

Start your outline with the seven sections listed above, and start filling in bullet points under each section. Don’t worry about sentence structure; just write and get it out of your head. If you’ve been  documenting your projects as you work on them , then you may have some of this already written.

Step 3. Fill in the details

Now that you have an outline and you see the big picture, you can start filling in details. 

Give the “Process and what you did” section the bulk of your effort. This is where you’ll document the steps you took, just like documenting science experiments in high school. 

You should be answering these questions:

• What did you do? For example, what research method did you use?
• Why did you do it?  For example, why did you choose that research method?
• What was the result?  For example, did you achieve your research goals?
• What did you learn? For example, what would you do differently next time?

Continuing with our (completely fictional) Home Depot example:

BAD: “ We did usability testing on the checkout of the Home Depot mobile app.”

Why is this weak? Because it only tells the reader what you did. It doesn’t address why you did it, what happened, and what you learned.

GOOD: To evaluate the new checkout on the Home Depot mobile app, we relied on usage metrics in conjunction with 8 usability tests. This allowed us to gain deeper understanding through combining both qualitative and quantitative information. Although users were able to get through the checkout more quickly, they continued to struggle with the shipping section. Discussions with users discussion revealed that often times, products in one order have different shipping addresses, which was possible, but difficult in the current checkout.

This version is much stronger because it goes beyond just talking about what was done. Providing this depth is what will set you apart; articulating your design decisions and process will help position you as a more mature and thoughtful professional.

Step 4. Write headlines

At this point, you’re probably thinking something like “Who would ever read this novel?” Which is a good point. That’s why the next step will help you start to distill everything down so that you are focusing on the key highlights of the story.

The best way to do this is to pretend that you have to write your case study only in tweets. It sounds crazy, but it works.

For each section of the outline we’re working with, write a single headline or sentence—except for the Process section, where you’ll be focusing your energies. For the Process section, you’ll want to have a headline for each step. Using our previous fictitious Home Depot user research example, some of the headlines for the Process section might be:

• Step: What type of research you did and why you did it. Example: Analytics revealed customers struggled, and sometimes abandoned, checkout at the shipping section. To understand why, we conducted eight usability tests.
• Step: Findings from the research. Usability tests revealed that business customers, versus residential, had different shipping needs, which were not being addressed in the current checkout experience.
• Step: Impact of research on product development. We prototyped two new versions of the checkout, allowing customers to choose shipping address on a per-product basis.

By sticking to a 140 character limit, you’ll force yourself to identify the most important points of the case study—which will then become headlines when you create your actual portfolio. 

A good way to test whether or not you have strong headlines is to ask yourself if someone would understand the main points of your project by skimming the headlines. If not, then re-write your headlines—because if you want the users of your UX portfolio to quickly understand your project, those are the most important points.

Step 5. Distill the text from your case study into your actual portfolio

Regardless of the format you choose for your portfolio , your writing needs to be clear and succinct. 

It won’t happen in one edit! Let’s say you’re working in Keynote with slides, your process will look like this:

• Take the headlines you wrote and place one headline per slide in Keynote. 
• Consider that you might merge some bits of information into one slide. For example, you might combine your overview and problem statement. It’s subjective, so you decide! 
• Now, you need to go back and start to pull the most important and relevant details from your case study and put them on each slide, as supporting details or evidence. 

Examples in action

Simon Pan’s UX portfolio website went viral because he had awesome case studies. Yes, he’s also a visual designer so it looks beautiful. But what you need to focus on is the content. His Uber case study is an excellent example, let’s take a look at why it works:

• Clear problem and framing of the project. Simon’s case study clearly states the problem and frames the project. So even if I’d never heard of Uber before, I’d have enough context to understand the project.
• Explanation of the process. Simon does this with a story. It’s easy to read and keeps my attention. It feels like a cool article that’s well thought out … not to mention the visual design helps draw key points out. In the screenshot below, he is explaining part of the Discovery process. It sounds like I’m reading an article, therefore it keeps my attention. And the use of a user research quote helps bring the story to life even more.
• Thoughtful conclusions and reflection. At the end, Simon concludes the case study with some results, reflections, and insights. People don’t just want to know what you did, they want to know the impact of what you did.

What comes next?

If you follow all these steps, you will have a longform case study edited down into something that’s more readable and scannable for the user of your UX portfolio. 

And remember, the UX case studies you write serve many purposes. Of course, they are the foundation of your portfolio, but they also can feed into your resume, LinkedIn, cover letters, and what you say in an interview. 

Want to read more by Sarah Doody?

• Seriously, you need to start documenting your UX work
• 4 steps for choosing the right projects for your UX portfolio
• How to create a UX portfolio without UX experience

by Sarah Doody

Sarah Doody is a User Experience Designer, Entrepreneur, and Educator. She is the founder of The UX Portfolio Formula, a UX career accelerator that helps UX professionals learn how to articulate their work so they can create an awesome portfolio. In 2011, she created the curriculum for and taught General Assembly’s first 12-week UX immersive, the genesis of their popular UX programs which are now taught worldwide.

Collaborate in real time on a digital whiteboard Try Freehand

Get awesome design content in your inbox each week, give it a try—it only takes a click to unsubscribe., thanks for signing up, you should have a thank you gift in your inbox now-and you’ll hear from us again soon, get started designing better. faster. together. and free forever., give it a try. nothing’s holding you back..

Boost sales on your landing page with Crazy Conversions

Inspiration

How to Write a UX Case Study: A Simple Step-by-Step Guide

Learn the step-by-step process of writing a compelling UX case study that will elevate your online portfolio

As a digital product designer, one of the most effective ways to showcase your skills and expertise is by creating a compelling UX case study for your online portfolio.

A well-crafted case study not only demonstrates your design process but also highlights your problem-solving abilities and the value you bring to the table.

In this blog post, we'll briefly touch on what a UX case study is, we'll then walk you through the essential steps how to write a UX case study that will impress potential clients and employers.

Let's get started!

What is a UX case study?

A UX case study is like a story that designers tell to explain how they solved a design problem.

It's a way to show others how they researched , planned, and created a digital product or experience that is user-friendly and effective.

It includes details about the project's goals , the people they designed for, the steps they took, and the final design they came up with.

A UX case study helps designers demonstrate their skills and expertise in making things easy to use and enjoyable for users.

It's a friendly and simple way for them to share their design journey and showcase their problem-solving abilities.

Video on how to write a UX case study:

8 simple steps to creating a ux case study:, 1. choose the right project:.

Selecting the right project for your case study is crucial. Aim for a project that best represents your skills and aligns with the type of work you want to attract. It should be a project where you had a significant impact and can showcase your problem-solving abilities and design thinking process effectively.

2. Define the Problem:

Start your case study by clearly defining the problem you were trying to solve. Explain the context, the pain points, and the goals of the project. Highlight the challenges you faced, as well as any research or data that supported your problem identification process.

3. Describe the Research and Discovery Phase:

In this section, describe your research methodologies, including user interviews, surveys , and competitive analysis. Share insights you gained from your research and how they influenced your design decisions. This demonstrates your ability to empathize with users and make informed design choices based on their needs.

4. Outline the Design Process:

Present your design process in a structured and coherent manner. Include wireframes , prototypes, and iterations that show the evolution of your design. Explain the rationale behind your design decisions and how they addressed the identified problem. Be sure to highlight any user testing or feedback loops that helped refine your solution.

‍5. Showcase the Visual Design:

This section is an opportunity to showcase your visual design skills. Include high-fidelity mockups or screenshots that highlight the aesthetics, typography, color schemes, and overall visual appeal of your design. Explain the reasoning behind your design choices and how they enhance the user experience .

6. Present the Final Solution:

Describe the final solution you arrived at and how it effectively addresses the initial problem. Include metrics or key performance indicators (KPIs) to demonstrate the success of your solution. Whenever possible, provide real-world results , such as increased user engagement, improved conversion rates , or positive user feedback.

7. Reflect and Share Learnings:

Take a moment to reflect on the project and share any lessons or insights gained during the design process . Discuss what worked well, what challenges you encountered, and how you overcame them. This demonstrates your ability to learn and grow as a designer.

8. Present the Case Study Effectively:

Pay attention to the presentation and formatting of your case study. Use clear headings, subheadings, and bullet points to make it easy to read and skim. Include relevant visuals, such as images , diagrams , and charts, to enhance the visual appeal. Make sure your case study is concise, engaging, and aligned with your personal brand.

Frequently asked questions on how to write a UX case study:

Why are UX case studies important?

UX case studies are important for several reasons. They provide insights into the design process , showcase a designer's skills and abilities, and demonstrate how user-centered design principles were applied to solve a specific problem. They are also useful for sharing knowledge, building credibility, and securing job opportunities.

How long should a UX case study be?

The length of a UX case study can vary depending on the complexity of the project and the information you want to convey. However, it's generally recommended to keep it concise and focused, aiming for a length of 800 to 1,500 words. Including visual elements like images , diagrams, or prototypes is also encouraged to enhance understanding and engagement.

What are some tips for creating an effective UX case study?

Here are a few tips to create an effective UX case study:

Clearly define the problem: Start by clearly articulating the problem statement and why it is important to address.

Show the design process: Walk through the design process, highlighting key decisions, iterations, and insights gained along the way.

Include visuals: Incorporate visual elements like wireframes , prototypes, and user interface designs to provide a visual context and make the case study more engaging.

Share the impact: Demonstrate the impact of your design solution by including user feedback, success metrics, or before-and-after comparisons.

Be concise and organized: Keep the case study concise and well-structured, making it easy for the reader to follow your thought process and understand the project's evolution.

Tailor it to the audience: Adapt your case study to the audience you're targeting, focusing on aspects that are most relevant and impactful to them.

Can I include confidential or proprietary information in a UX case study?

It's generally advised to avoid including confidential or proprietary information in a public UX case study. If you need to showcase sensitive information, consider anonymizing or obfuscating the data to protect the privacy and confidentiality of the individuals or organizations involved. Always respect any non-disclosure agreements or intellectual property rights you may have signed.

Should I include negative feedback or challenges faced in a UX case study?

Yes, it's important to be transparent about the challenges and obstacles encountered during a UX project. Including negative feedback or hurdles you faced demonstrates your ability to navigate difficulties and adapt your approach. Highlighting how you addressed and overcame challenges can also provide valuable insights into your problem-solving skills and resilience as a designer .

Can I use visuals created by others in my UX case study?

If you use visuals created by others, such as stock photos , icons , or illustrations , make sure you have the necessary permissions and licenses to use them in your case study. It's important to respect copyright laws and intellectual property rights. When in doubt, it's best to create your own visuals or use resources that are explicitly licensed for free or commercial use.

How should I present my UX case study?

UX case studies can be presented in various formats, depending on the context and requirements. Common formats include a written document, a slide deck presentation, or a web page . Consider the needs of your audience and the platform where you plan to showcase your case study. Ensure it is well-organized, visually appealing, and easy to navigate , allowing the viewer to understand your design process and the outcomes clearly.

Writing a compelling UX case study is an essential skill for any digital product designer. 

It allows you to showcase your problem-solving abilities, design process, and the impact you have made on real-world projects. 

By carefully selecting the right project, highlighting your research and design decisions, and presenting your case study effectively, you can create a captivating narrative that will impress potential clients and employers. 

Remember, a well-crafted case study is not just a reflection of your design skills, but also an opportunity to tell a compelling story about your expertise and approach to UX design.

Boost sales in 30 days or your money back

Introducing Crazy Conversions, the powerful playbook helping founders unlock sales on their landing page

Learn more about Crazy Conversions

5/5 stars on Gumroad

You may also like

The Anatomy of High Converting Landing Pages

User Interface Design: The Ultimate Guide for Beginners

Optimize Conversion Rates Like a Pro: 20 Expert Tips

Product designers

Get inspiration, resources and knowledge sent to your inbox.

One email per week

Easy unsubscribe

Inspiration, resources and knowledge for digital product designers

Bookmark CursorUp: ⌘ + D

Design Folio Firestarter

Crazy Conversions

Suggest inspiring site

Suggest a resource

How To Write a UX Case Study in 5 Steps

The first day I sat down to write a UX case study, I had no idea what I was doing. I remember that I wanted to write about an app that I was using constantly, called MyFitnessPal. I had done a bit of research, but when I sat down, my mind went blank and I ended up writing a 900-word diatribe about the social aspects of the app. 

To this day, I can’t believe I had the audacity to show anyone this case study. When I showed my friend, he just laughed at it. 

“This is a Medium article,” he said, “not a case study.”

When you’re starting out as a UX designer , you know that you need case studies for your portfolio. However, there’s not a lot of concrete information out there on exactly what should be in a case study. People have different expectations for UX case studies, but I’ll give you the 5 basic elements they should all include.

{Resource} 

A quick note—case study styles are like Thanksgiving turkey recipes: everyone has one and they all come out a little different, but in the end it won’t ruin the holiday meal. As long as your case study is all meat and bone with no wasted space, it’ll be fine.

Step 1: Define the Scope

Ideally, the first paragraph should tell the reader what you’re planning to talk about. You may want to highlight a problem, show off a stunning design, or highlight a change.

Step 2: Define the problem

Readers of your case study want to see the problem clearly defined. An issue that new UX designers have often is identifying that there is a problem but not identifying the problem itself. A common bad statement might be something like “this app is frustrating for users and they have a high bounce / uninstall rate.” A better statement is something like “users have trouble accessing and understanding their account overview, and navigation to and away from this page is buried in menus.” This outlines the problem clearly and sets you up to solve it concisely over the next few paragraphs. If you’re designing an app from scratch, this section should talk about what problem you are hoping to solve, and why your solution is the cleanest and most effective one. 

Step 3: Define the Audience

Not every app is for everyone. An easy example is something like Blind, which is a forum app designed for tech professionals, particularly engineers, to discuss work life at their jobs. Being designed for tech professionals means that it doesn’t have to necessarily be awe-inspiringly beautiful with jaw-dropping animations. It can be austere, and even a bit spartan since the people using it are working in a heavily analytical industry. Even the job posting section of their website is just an Airtable. 

Understanding your target audience for a product will make analyzing the success of that product much simpler, as design, copy, and architecture should all work together cohesively. 

Step 4: Solve the problem

There are several ways to do this in a single section, but generally, this should be a paragraph or two outlining A) what your solution for the problem is, and B) how you arrived at the solution to this problem. Both are vital to include. An easy way to start is to write something like “I decided to solve this problem by taking these actions,” before outlining the actions you recommend. 

Step 5: Show your work

I’m an ignoramus, so algebra never came easy to me. I especially hated when I would arrive at the right answer and be asked to show my work. What does it matter how I got there? I got the correct answer, didn’t I? Let me be the Algebra II Top Gun of this school and leave me alone. 

Unfortunately, in design case studies showing your work is necessary, and this is where you get a chance to show your UX design process . How did you arrive at this solution? What steps did you take to ensure that you were being circumspect in your reasoning? You can’t be the Diogenes of UX, hanging out in the middle of the agora shouting dichotomies and hoping someone listens. You have to walk the reader through each step of your thought process. 

This is where you get to show off your screens, your prototyped animations, your Tableau repositories, your Typeform and Google Sheets research, your pivot tables, Miro flowcharts, Hotjar heat maps, and beautifully animated PyViz scatter charts. This is where you get to blow your reader’s mind. 

Take a look at the case study example in Derrick's profile , one of the Verified Designers on Uxcel.

A quick tip: Head over to Coolors or Adobe Color and pick out a nice cohesive palette to put all your research in. This is an easy way to ensure that it doesn’t confuse the reader (wait, red is good now?) and looks clean and consistent. 

‍ Writing a UX case study is incredibly important to your career path, especially when first starting out. However, by ensuring that you have every necessary step in your case studies, you can create beautiful qualitative and quantitative research and design that blows your readers’ minds and lands you your dream job. Happy hunting!

Frequently Asked Questions

Become a UX Design professional with our interactive, self-paced career path and break into a booming industry.

Upskill your design team effectively

Equip your design team with the best-in-class design training that sticks.

Do you know your design team skill level? Send them this quick test & see where their skills stand among 300K+ designers worldwide.

Level up your design career

Get step-by-step guide how to build or advance your UX design career.

Do you know your design skills level? Take a quick test & see where you stand among 300K+ designers worldwide.

Continue reading

12 best ux portfolio websites & builders to use in 2024, 8 tips for onboarding your new ux designer, 11 inspiring ux design portfolio examples & why they work, cookie settings 🍪.

• Interactive UX learning for all levels
• 20+ UX courses and career paths
• Personalized learning & practice

Design-first companies are training their design teams. Are you?

• Measure & identify team skill gaps
• Tailor learning for your team’s needs
• Unlock extensive learning library
• Visualize team growth over time
• Retain your designers

A rapid desktop prototyping tool

Mockplus - Design Faster. Collaborate Better.

Prototype, design, collaborate, and design systems all in Mockplus

Top 22 Stunning UX Case Studies You Should Know in 2022

An immersive yet well-structured UX case study helps UX professionals show off their design talents in portfolio websites, and let them communicate better with employers, designers and others easily.

However, as a UX designer , how can you write a perfect UX case study to easily get hired or communicate with others better?

Mockplus has handpicked 22 of the best UX design case study examples in 2022 to help you get inspiration, improve your portfolios and make your own things with ease. A step-by-step guideline about how to create a UX case study is also followed.

What is a UX case study?

A UX case study tells the story of how you create a great website or app and, in particular, what you do to improve the UX of the site. UX designers—newbies and experts alike—will often share a case study on a portfolio website as a great way to get hired. Just like sending a resumé. 

So, it is a lot more than just a copy of everything you've done while designing the project. To really showcase your design talent and the breadth of your abilities, you need to make sure the following are all included:

• A full description of your role in the project;
• The biggest challenges you've faced;
• The solutions you've chosen, how you chose them and why;
• How you communicate and collaborate with others; and
• The outcomes and the lessons you’ve learned.  

To this, you should feel free to add any further information that you think would help you stand out from the crowd. 

It is also worth remembering that UX case studies are a good resource for UX design beginners to learn more practical design skills and to gain from the real experience of others in dealing deal with difficult or urgent problems.

22 Best UX case study examp le s you should learn

Whatever stage you’re at and whatever you are writing your case study for, these 22 top examples are bound to inspire you. 

1. Perfect Recipe -UX design for cooking and shopping

Designer s : Marina Yalanska and Vlad Taran

Case Study : Perfect Recipe

This is a mobile application that enables users to search for food recipes and to buy what they need to cook different dishes.

Why d id  we choose this  one?

This case study illustrates the entire UX design process is very simple, plain language. Many aspects of the process are included, along with some really inspirational ideas, such as product personalization, challenges and solutions, animated interactions, and other interface details.

Extra tips :

This example is from the Tubikstudio blog, which is very popular among designers. It regularly shares different branding, UI, and UX case studies. We would strongly recommend that you follow this blog to keep yourself up to date with the latest and most creative case studies.

View details

2. GnO Well Being - Branding, Web Desing & UX

Designer : Marina Yalanska and Olga Zakharyan

Case Study : GnO Well Being

This is a creative illustration website that presents and sells a weighted designer blanket that helps you get a good night’s sleep, the first step to good health and a better life.

Why d id  we choose this ?

This example is so much more than a great UX case study. In addition to the UX design , it gives you insight into many more key design issues, such as the logo, custom graphics, website pages, interactions and so on. There are many ideas here that you could copy for your own projects.

3. Splitwiser - UI/UX case redesign

Designer : Chethan KVS (a Product designer at Unacademy)

Case Study : Splitwise

This is a concept mobile app that enables users to track and split expenses with friends. The designer has also given it another name, "Splitwise." 

Why do we choose this ?

This case study shares the designer's insights into key design decisions, such as why he chose this product, why he decided to redesign the logo, how to improve the onboarding and other pages, how to optimize the user flow, how to balance all pages and functions, how to enhance UX through bottom bars, interactions, gestures, view modes, and more.

Everything is explained using intuitive images, earning it thousands of “likes”. This is a great example that is bound to help you write a stunning case study on redesigning UX.

This comes from a popular media channel called "UX Planet" that regularly posts examples of the best and latest UX case studies from around the world. Another great place to keep you up to speed with the latest UX designs.

4. Deeplyapp.com - UX & visual improvements

Designer : Sladana Kozar

Case Study : Deeplyapp

This is a health and self-care website app that helps users maintain mental well-being with meditations and exercises. This case study talks you through the design process of creating a user-friendly mobile app.

This case study focuses on improvements to the UX and visual features of this mobile app. Many aspects are included to help you understand it better, such as the design background, what to build, UI flow diagram, discoverability design, visual balance, and much more. A full set of app interfaces are presented for you to study as well.

You can also check out its Part 1 post for more details.

5. Talent Envoy - improving the recruitment process 

Designer : Enes Aktaş (Experienced UX designer)

Case Study : Talent Envoy

Talent Envoy is an intelligent job assistant that helps users find their ideal job and get to all the way to signing a contract faster and more easily.

This case study firstly points out the biggest challenges and problems faced by job-seekers—the shortage of US recruitment markets. It then talks to you through the detail of how the designers optimized the recruitment process. You will also find information on the user research process, the UI flowchart design, the related wireframe and Sketch designs, the main page design, and more. 

All the details have clear explanations and they offer a great example of how to use user research to solve problems and improve UI interfaces.

This one comes from another hot media channel called "Muzli" which shares the latest ideas, designs, and interactions about websites or website apps from all over the world. Don’t miss out on this site if you want to stay ahead of the curve. 

6. My Car Parking - UI/UX case study

Designer : Johny Vino (Experienced UX and interaction designer)

Case Study : My Car Parking

This is a mobile app that can help people get parking slots easily even when they travel beyond their normal routes. 

This is a masterclass in how to write a case study that is simple, well-structured, and easy to understand. Many intuitive lists and images are used to explain the design ideas and processes. 

It has received “claps” from over seven and a half thousand people and   is a perfect example of how to write a well-structured and easy-to-understand case study.

7. Parking Finder App - UI/UX case study

Designer : Soumitro Sobuj

Case Study : Parking Finder App

This is another concept mobile app that makes it easy for users to find parking slots even in big or overcrowded cities.

This case study is beautifully presented and gives a good presentation of the whole design process. It covers nearly all the issues that a textbook UX case study should have, such as problems and solutions, user-centered design, design strategy, user flow, information architecture , interface wireframes and visual designs, and much more besides. 

It is one of the best examples we have found of a case study that really teaches you how to write the perfect UX case study.

8. Pasion Del Cielo - coffee ordering experience

Designer : Jonathan Montalvo (Senior Designer, Branding, UXUI )

Case Study : Pasión del Cielo

This is a concept project about a real local coffee shop in Miami.

This case study demonstrates effective ways to engage users with the Pasión brand and how a site can make it as easy as possible to turn page views into coffee sales. 

There is a lot of analysis included to explain the entire design process, such as analyzing the competition, feature analysis, brand and interface improvements, and much more. Most important of all, many user personas have been created to evaluate and enhance the UX.

This is a good example to check for anyone looking to improve their own UX case study. Above all, it shows what can be done with rich images, bright colors, clear layouts, and well-crafted personas.

9. Workaway App - UX redesign

Designer : Rocket Pix (UXUI, web designer )

Case Study : Workaway App

This is a mobile app that provides international hospitality services; it helps users to contact each other to organize homestays and cultural exchanges.

This UX design case study explains how the designer redesigned the Workaway App to make it easier for users. Many intuitive charts (pie charts, flow charts, line charts), cards, and images are used to illustrate the ideas.

It is simple and easy to follow, and also a good example of how to create an intuitive case study with charts and cards.

10. Receipe App - UI/UX design process

Designer : Dorothea Niederee (UX, UI designer   )

Case Study : Recipe App

This is a food app design offering inspirational recipes for anyone who wants to eat healthier.

This case study gives a clear demonstration of the entire UI/UX design process. Three user personas are defined to present different users' needs. Some colors, typography, and UI elements are also shared.

This is a good example of how to define a detailed user persona in your UX case study.

11. Hobbfyy - a social and discovery app UX design

Designer : Mustafa Aljaburi (UX, UI designer   )

Case Study : Hobbfyy

This is a social and discovery app that makes it quick and easy to get everything you need for your hobbies.

This case study aims to show how to develop a site that will provide its users with solutions, in this case to get what they need for their hobbies. Beautiful images, a storytelling style, and special layouts are used to explain everything.

12. Bee Better - habit tracker app UX case study

Designer :   Anastasiia Mysliuk (UX, UI designer   )

Case Study : Bee Better

This is a habit tracker app that makes it easy for you to develop new useful habits.

This case study aims to solve problems associated with how we form and develop habits. It helps users find solutions and make habit formation more interesting; it motivates them to maintain their useful new habits. Many aspects of design, such as problems, solutions, the design process, discovery and research, user journey map, prototypes, and much more are illustrated and explained in simple language.

This would be a good example to follow if you are looking to create an easy-to-understand UX case study.

13.Sit My Pet - pet sitting app UX case study

Designer : Aiman Fakia (UX, UI, visual designer )

Case Study : Sit My Pet

This is a pet-setting app that provides pet owners with a digital service that helps them connect with pet sitters.

This UX case study describes a site that aims to make pet sitting more easily accessible for pet owners. It analyzes both its users and its competitors very well. The way solutions are evaluated, the user stories, and other related aspects are followed in detail to give you a better understanding of the project as a whole.

This is a good example of how to develop a UX design based on user needs.

14. Groad - food ordering system UX case study

Designer : Phap (UI designer )

Case Study : Groad

This is a food ordering app offering food delivery services from stores, restaurants, cafés, fast food bars, and others. 

This UX case study uses beautiful illustrations and colors to explain the entire design process. As well as the usual parts of the design process—UI flow chart, UI showcasing—the related logo and icon designs, typography, and other aspects are included. This is a good example if you are looking to learn how to create an immersive case study with beautiful illustrations and colors.

15. iOS VS Android UI/UX Case Study

Designer : Johanna Rüthers

Case Study : Econsy

Here is another concept app that helps people live more sustainably by using a scanning process to give them information about the ecological and social impact of products they are thinking of buying. 

This case study explains the differences in the mobile app’s appearance when it is applied on the Human Interface Guidelines (IOS) and Material Design Guidelines (Android). This will help you to create an app that works well on both Mac and Android devices.

More UI/UX case studies & designs:

16.Timo Bank - UI/UX Case Study

Timo Bank is a mobile banking app project produced by Leo Nguyen, a freelance designer and creative director. This case study aims to provide more intuitive transfer, payment, and money management solutions for mobile users.

This is a great example to consider if you are hoping to create a better banking app.

17. Endoberry Health App Design

Endoberry Health App Design provides useful solutions for women suffering from endometriosis. In turn, this gives doctors a better understanding of individual cases. The design challenges, solutions, and UI details are displayed and explained to illustrate the design project.

18. Job Portal App

Job Portal App has been specially made for designers and freelancers. This case study uses cute illustrations, simple words, and clear storytelling to explain how the designer worked out the ideal job hunting solutions for users.

19. Cafe Website - UI/UX Case Study

Café Website gives its users a great experience by making it quick and easy to order a coffee online. Many elegant page details are displayed.

20. Ping - the matchmaker app case study

Ping is a dating app that offers users a unique and effective way to find their perfect match. As you can see, its mascot is really cute and this case study will show you how a cute mascot can enhance the UX.

21. Hubba Mobile App - UI/UX Case Study

Hubba Mobile App is a B2B online marketplace where retailers can find and purchase unique products for their stores or shops. This case study aims to explain the process of creating a special mobile app for this online marketplace. It offers a beautiful and clear presentation of the entire UI/UX design process.

22. Music App - music for children

Music App shares the fancy UI and colors from a music app made for children. It is a good example that is sure to inspire you to create a distinctive children's app.

How do you create a UX case study?

If you are still not entirely sure how to go about creating a distinctive UX case study, here are a few simple steps to walk you through the entire process from start to finish:

Step  1.  Figure out your purpose

The final outcome will depend on what it is you are trying to achieve. So, before you start writing a UX design case, you should first figure out in detail what its purpose is. Ask yourself some basic questions:

• Is it for a job interview?
• Is it for improving your personal portfolio?
• Is it designed to show off your design talents on social media?
• Is it just created to practice your design skills?
• Is it made to share design experiences with other designers?

In short, figuring out your purpose and setting a goal can make the entire design process so much easier.

Step   2.   Plan or outline your case study

Whatever you want to do, it is always a good idea to start with a plan. When it comes to writing a UX case study, you should also outline your entire UX case study and decide on what sections you want to include.

For example, nowadays, a good UX design case study often covers:

• Overview : Start with a short paragraph that introduces your project.
• Challenges  and  goals : Explain the project background and point out the biggest challenges or problems you've encountered. Explain the goals you want to achieve and how you will overcome the challenges you have identified. 
• Roles  and  responsibilities : Tell readers what role you play in the project and the specific features of your role that will help create a better product.
• Design process : Introduce the entire design process in detail so that readers can see clearly what you have done to make life easier for users. Many employers check this part very carefully to see whether you have the basic skills and abilities they are looking for. So, never underestimate the importance of this section. 
• Solutions  and  outcomes : No matter what problems you have faced, the solutions and the final outcomes achieved are what really matters. So, always use this section to showcase your skills and achievements. 

You might also want to add further sections:

• User research :   Some full-stack designers also include this to give a more comprehensive view of their design skills.
• UI designs : Some experienced designers also display their relevant UIs, and UI flow, along with low- and high-fidelity prototypes to enrich the content.

Of course, if you are a newbie, and you still have questions, why not go online and search for UX case study templates that you can study and follow.

Step 3.  Explain the design process clearly

As we've explained above, the design process is always one of the most important parts of a good UX case study. You should always introduce clearly as many of the relevant parts of the process as possible. For example: show how you and your team communicate and collaborate effectively; demonstrate how you have developed ideas to address user problems; explain how you and your team have dealt with emergencies or mishaps.  

You can also introduce the UX design tools that you have chosen to simplify the entire design process. Mockplus, is an online product design platform, enabled us to adapt quickly and effectively to working from home during the recent Coronavirus lockdown. Prototyping our designs, sharing ideas, working together in an effective team, taking the process from design to handoff, it all works smoothly with this single tool.

Step  4. Improve readability and visual appeal

The content should be the main focus of your case study—but not the only focus. To make the case study as good as possible, you also need to think about its readability and visual appeal. Here are some suggestions to follow:

• Explain everything as clearly as possible.
• Add images, illustrations, charts, cards, icons, and other visuals.
• Create a clear storytelling structure or layout.
• Choose an immersive color scheme.
• Add eye-catching animations and interactions.
• Use vivid video, audio, and other multimedia resources.

The final visual effect can be make-or-break for whether your UX case study is going to stand out from the crowd. You should always take it seriously.

Step   5. Summarize

Every UX case study can be a good chance to practice and improve your design skills. So, in your conclusion, don’t forget to analyze the entire process and summarize the outcomes. Always take a minute to figure out what lessons you should take away from the process, what tips should be remembered, what should be improved, and—most important—what your next steps are going to be.

UX case studies are one of the most essential parts of a UX designer's portfolio. The ability to write a well-structured UX case study is also one of the basic skills that a competent UX professional should have. So, UX case studies play a very important role in UX designer's life.

We hope our picks of the best UX design case studies along with our step-by-step guide will help you create a stunning UX case study.

In- house content editor, specialize in SEO content writing. She is a fruit lover and visionary person.

Uploads design files from Sketch, Figma, Axure, Photoshop, and Adobe XD into our design handoff tool.

A free online prototyping tool that can create wireframes or highly interactive prototypes in just minutes.

A vector-based UI design tool enables you design in the way you want to.

Your single source of truth to build, maintain and evolve design assets in one place.

Related Content

Design Faster. Collaborate Better.

Designing the best user experience. Mockplus does it all!

Interactive prototyping

Unified collaboration

Scalable design systems

© 2014-2023 Mockplus Technology Co., Ltd. All rights reserved.

• Portfolio Tips
• Career Tips
• Portfolio Examples
• Get UXfolio!

The Ultimate UX Case Study Template

Having a template to follow is the biggest help in UX case study writing. Even more so, if you’re a junior who doesn’t have much experience with portfolios. A template can help you plan, organize your thoughts while showing you the light at the end of the tunnel.

The UXfolio team reads hundreds of case studies every month. What we’ve found is that successful UX case studies have a similar structure. In this article, we’ve distilled this formula into a flexible UX case study template and some practical tips that you can use to polish your case studies!

About UX case studies in general:

Before you get to work, we need to clarify a few important details. Doing so will help you understand the expectations and the purpose of UX case studies:

What are UX case studies?

UX case studies are a form of professional content that mixes text and visuals to present the design process of products or product features. They make up UX portfolios, alongside optional pages such as ‘About Me’ or ‘Contact’.

How are they different from UX portfolios?

UX portfolios are made of UX case studies. Think of your portfolio as a folder that holds together your case studies. Back in the day, these used to be printed, book-like documents. Nowadays the industry prefers websites and other digital formats .

How are they different from resumés?

Your resumé lists your skills and work experience. Meanwhile, your portfolio uses case studies to showcase how you apply those skills and experience . Ultimately, you’ll need both to land a job.

How many case studies should be in a portfolio?

If you’re a junior UX designer , you should include 2-3 case studies in your portfolio. These could describe UX bootcamp assignments, re-design concepts, UX challenges , internship projects , or even fictional products. If you’re a medior or senior UX designer, write up 4-5 of your most impressive projects into case studies. Your goal should be to feature as many of your skills as possible. And remember: quality over quantity.

What to feature in your UX case studies?

Since your career depends on your UX portfolio, there’s a lot of pressure that comes with putting one together. Usually, it’s this pressure that numbs designers and leads to procrastination. But just setting straight what lays ahead will help ease your mind:

The story of your design

Design decisions, visuals with explanations.

This might sound very esoteric, but it’s really not. For every design, there was at least one problem that required a solution. You were the person who explored the problem and found the solution/solutions. There might have been moments when the whole thing went off-rails, or when you needed to go back to the drawing board. Those are all part of your design story.

Now, imagine that a friend, peer, or colleague asks you about a project. How would you talk about it? That’s almost exactly what you should put in your case studies. Just polish it a bit, leave out the curse words, add visuals and you have a case study.

Throughout the design process, you keep making decisions. Choosing a UX method to apply is a decision too, and there’s a reason why you chose it. Your UX case studies need to highlight these decisions and their contribution to the design.

The biggest mistake in UX case studie s is when UXers go on defining instead of explaining:

• Definition ➡️ “I proceeded to do an in-depth competitive analysis to find out more about competing apps in the same category.”
• Explanation ➡️ “I proceeded to do an in-depth competitive analysis to make a list of features that were missing from our products, check out how others solved the XY flow, and find out how could we improve on it in our solution.”

Then you’ll move on to explain what you’ve found and as your case study progresses, you reference those findings.

You need to be heavy-handed with your visuals when you’re creating UX case studies. Using images alongside your text will help your readers’ comprehension. So, as a first step, collect everything you can: photos, sketches, whiteboard grabs, graphs, personas, screenshots, wireframes, user flows, prototypes, mood boards, notes, and so on.

We’ve seen some creative UXers use screenshots of calls (with blurred-out faces), group photos, and prototypes of all fidelity. Such visuals help us understand what we’re reading about. But they also build an image in our heads of the designer behind the screen, which can be very powerful and memorable.

Some designers are already in the habit of keeping every scrap of paper with a scribble on it because they know that when it comes to writing a case study, you can’t have enough visuals. Follow their example to make your easier – your future self will thank you.

But it’s not enough to just throw some images into a case study. Here’s how you can make them impactful:

• Always give context ➡️ if you put that stunning photo of the wall with post-its into your case study, make sure that you place it in a section where you explain what’s happening on it (see design decisions) or give it a caption that explains it. The important thing is that visuals will only work if they are strategically placed or they come with an explanation.
• Strive for visual consistency ➡️ even if it requires some extra work, you should make sure that your visuals match each other. Yes, a persona and the user flow might not be close to each other on your layout, but they’re still in the same document so they need to have consistent styling. Believe me, this is a common criticism from design leads and HR folk as well.

How long should be a case study?

If you check a site like Behance, you’ll find that most UX projects there are rather short. Usually, they focus on the visual aspects of design, aka UI. That is a fantastic starting point for a case study. But for UX design, you will need to add some content for context.

The good news is that you don’t need to write essays for case studies. All it takes is around 500 words and some well-optimized visuals. You should never stretch your words because it’ll reflect poorly on your presentation skills. 

Also, treat this number with flexibility: If the project at hand justifies it, feel free to go above or below that. Usually, when a case study is very long, it’s because the project itself was more complicated.

What’s the point of UX case studies?

1. applied designer skills.

It’s one thing to learn a skill and it’s another to use it in a way that can help drive numbers for a business. A great UX case study will prove that you are capable of applying your skills and delivering a solution even with all the distractions and obstacles that come with real-life scenarios.

2. Presentation skills

Many UXers forget about the skills that are required beyond UX. Just read a few UX designer job descriptions , and you’ll find that advocating for design best practices is one of the most common requirements.

As a designer, you’ll have many stakeholder meetings and you’ll need to present your or your team’s ideas. And the fate of those ideas might depend on the way they’re presented. Therefore, the way you articulate your thoughts is important. A great UX case study will show that you are great at structuring your thoughts and articulating complex concepts.

3. The impact of your design

You can see in our UX case study template that there’s a separate section for showcasing your impact. If you can prove that your design can drive numbers, you’re set. This is the single most powerful tool that you can use in a case study: before-and-after analytics, such as an increase in checkouts, increase in finished flows, better CTRs, user feedback, etc. Use whatever number you have to show that your design contributed to the business. It’ll convince even the UX-doubters.

Obviously, as an aspiring/junior designer , this might be impossible, so you need to be a bit more creative. We advise you to show what impact the project had on you: what you’ve learned and how you’ve improved as a designer.

4. Navigating in a team

Almost every product is a collaborative effort between professionals from various disciplines: researchers, designers, developers, marketers, etc. Therefore, navigating in a collaborative environment is an important trait. A case study should show how the team influenced the design, how you’ve collaborated with other designers, the sacrifices that had to be made, and so on.

You don’t need an elaborate plan for this. First and foremost, make sure that you introduce the team in your case study. Second, ask for quotes/recommendations and include them in a neat quotes section. Yes, tooting your own horn can be a bit uncomfortable, but unfortunately, it’s part of the game.

5. Showcase of your taste

Yes, it’s UX, but the reality is that most people don’t care: if what you present doesn’t appeal to them, it’s unlikely that you’ll get the job. Make sure that your UX case studies are visually consistent. If you want to cast a wider net, strive for sleek, minimalist solutions and harmonizing colors.

A simple yet effective UX case study template

This is a tried-and-true UX case study template that can provide a structure to your thoughts. There are 6 chapters that are standard for almost any UX case study. However, the content of these chapters is highly dependent on the project you’re writing about. But don’t worry, this doesn’t mean that we’ll leave you on your own: for each chapter, we’ll give you various options and ideas to help you get going.

UX case study template/skeleton:

• Hero section
• Project overview
• Exploration/Discovery
• UX design process
• Final design

1. Hero section

All case studies should begin with a title & subtitle. You can use various formulas for your title, but we’ve found that this is the one that works the best:

• App name + project scope + project/case study = Netflix Checkout Redesign Project

Your subtitle can provide a glimpse into the project, for which you have various options:

• What’s the product about? (An app that helps you keep your plants alive.)
• What was the project about? (6-week UX design and research project)

If you want to include something visual in your hero section go hard or go home: use spoilers, aka show screens of the final design. You don’t have to fit everything there, just the parts you’re most proud of as an appetizer. Later in the case study, you’ll have enough space to showcase everything you’ve worked on.

• 2 sentences (titles), and
• 1 optional cover image.

2. Project overview

Make sure that your readers are prepared for what’s to come. Remember: they know nothing about this project, so you need to cover the bases:

• Product description,
• Team members,
• Project length,
• Methods used, and
• 3-4 sentences for the overview, and
• 4-5 bulletpoints for the small details.

3. Exploration/discovery

Now that we have all the background information, we can move on to how you’ve approached the issue you were presented with. This part usually includes:

• Competitive analysis,
• Interviews, and

Make sure that for everything you mention you answer at least these three questions:

• Why did you choose to do it?
• What did you find out?
• How did that influence your next move?

You can end this chapter with a wrap-up to create a smooth transition to the next chapter.

• At least 3-4 sentences for each method you’ve used,
• Visualize as much information as you can.

4. UX design process

Now that we understand the scope of the project, we’re eager to see how you went on to design a solution. You can achieve a great structure here if you start from more abstract ideas and move towards the final design:

• Wireframes,
• Prototypes,
• Iteration, and
• Validation.

Again, you need to answer a few questions for every step you made:

• What did you want to achieve by doing this?
• How did this step contribute to the final design?
• At least 3-5 sentences for every method you mention.

5. Final design

Probably the most exciting part of every UX case study is the reveal of the final design. In this section, you should explain

• Why did you choose this solution?
• What other solutions were in the run?
• Before-and-after screenshots (if relevant to the project).

There are two great options to present your final designs. The first is to use galleries. You can go with a nice carousel or a grid that follows a logical order. The second is to embed your Figma prototype. This has the added benefit of making your case study interactive, which makes for a more memorable experience. (Or you can combine the two for an even better showing.)

• 2-3 short paragraphs.

If you have numbers or analytics that show how your design contributed to business goals, you need to showcase them. This will make your case study even more impactful. You don’t need graphs and piecharts (unless you have the time to create some); it’s enough to make a list with the quantifiable data. If you don’t have access to such data , you can also include testimonials and user quotes to underline impact. If you can include both, that’s a winning combination.

• At least 1 sentence for each achievement.
• In a bulleted list or short paragraph.

6. Learnings

There’s something to learn even from the most boring project you’ve ever done. At least, you should strive to find something positive that can contribute to your growth as a designer. This can be a soft skill, a new tool, a new method, or a different way of cooperation. Try to think of things that were new to you in this project and share the takeaways with your readers. Alternative closures include:

• What would I do differently?
• Jobs to be done
• This chapter can be as long as you please, but
• At least 3-4 sentences.

Alternate UX case study templates

We’ve provided a classic UX case study template that has been proven to be working. Now, we’ll show you how you can alter this template for different flows:

UI focused case study template

If you’re strong in UI, you should not wait to reveal your final design until the end of your case study. You needn’t worry about spoiling the surprise as a case study is not a fiction novel or Netflix show. A beautiful design will pull in your readers. What’s more, if the company doesn’t really know the difference between UI and UX, this approach will make your case study even more impactful as it’ll start with the ‘beautiful stuff’.

Here’s how that template would go:

• Project Overview
• Transition to the next section by letting your reader know that you’ll explain how you’ve arrived at this solution.
• Exploration/discovery
• (Optional: Showcase even more of your final designs)

Impact driven case study template

Every product has a business behind it. And what you can do for that business is what matters to stakeholders. We can all conclude that a screen is pretty, but if it doesn’t contribute to business goals or KPIs, it’s just that, a pretty screen. So, if you have some numbers to share, don’t be afraid to put them right after your intro section. Then go on and showcase how you’ve achieved it:

• Share numbers then follow up by showcasing the design which contributed them:

Build your UX case studies with UXfolio!

UXfolio is a portfolio and case study builder made with UX designers in mind. It offers stunning, customizable templates as well as a case study generator with text and image ideas. What’s more, UXfolio comes with built-in device mockups, easy prototype embedding, and password protection on the portfolio or the case study level. Ready to work on your portfolio? Try UXfolio for free!

Learn / Blog / Article

Back to blog

Lean UX: definition, process, and a detailed case study

Scott Adams, the creator of the Dilbert comic strip, has spent the past 30 years making fun of inefficiency in business—including our efforts to reduce inefficiency.

Last updated

Reading time.

The truth is, it’s hard to get everyone on the same page in any organization, big or small. That’s why  Doodle , a Software as a Service (SaaS) company with just over 50 employees and 250 million active users, turned to Lean UX to improve its products in an efficient, evidence-based, customer-centric way. In other words,  Lean UX principles help Doodle’s product teams make the changes their customers want in a smart, efficient way, so they can grow faster and boost their bottom line .

I recently sat down with   Jack Berglund, Chief Product Officer at Doodle , to talk about his product development strategy. He was very transparent, so if you’re looking for a real-life example of how to use Lean UX for digital product design, you’ve come to the right place.

Table of contents

Lean ux case study: what is doodle and who is jack berglund, what is lean ux, 3 phases of lean ux: think, make, check, lean ux development process at doodle, lean ux: a simple roadmap to get started.

Doodle is an online tool that helps people schedule meetings more efficiently. It syncs with all the major calendaring systems (Google, Outlook, Apple’s iCal, etc.), and it lets users poll meeting invitees to find a time that works for everyone.

Founded in 2007, Doodle is headquartered in Zurich with offices in Berlin, Tel Aviv, Israel, and Belgrade. Today, more than 250 million people use Doodle each year, and it’s available in more than 25 languages.

As Doodle’s Chief Product Officer, Jack Berglund uses Lean UX to guide agile, cross-functional teams to develop products that customers love.

Does that sound a little too jargon-heavy? Don’t worry, I’ll unpack it all for you… and I promise it won’t sound so much like a Dilbert cartoon by the time we’re done.

Lean User Experience (UX) Design is a user-centered design process that embraces Lean and Agile development methodology to reduce waste and build products centered around the users. Lean user experience design relies on a collaborative approach and rapid experimentation/prototyping, to get user feedback by exposing a minimum viable product (MVP) to users as early as possible.

The Lean UX process grew out of earlier  process management  systems like  Lean Manufacturing , which has been used by major companies (such as Intel, Nike, Toyota, and Ford) to eliminate waste in production. Lean UX took principles that were originally designed for physical products and adapted them for software development.

LEAN UX TAKES ITS ROOTS IN LEAN MANUFACTURING, WHICH IS USED BY MAJOR COMPANIES ACROSS THE WORLD.

What makes software production different? For one thing, you don’t have to follow the old “measure twice, cut once” idea. Instead, your Agile product teams (which are composed of experts from different departments) can come up with ideas, test them out quickly, and revise them based on customer responses and usability.

As Jeff Gothelf puts it in  Lean UX: Designing Great Products with Agile Teams , “You can measure once, cut once, measure once, cut once, measure once, cut once, forever.”  That’s the luxury that SaaS and e-commerce product design teams have. Since they work in a virtual space, they just don’t have the same physical restrictions to user experience design as Toyota or Nike.

How so? If you’re Toyota, you can’t try out five different steering wheels in one month to see which one  improves the customer experience . But if you’re Doodle, you can add a new checkbox to the 'Make a Poll' product, see if it gets any use, and tweak it accordingly.

Lean UX in action:  Doodle saw a 54% increase in the number of free trial signups by changing the language on their homepage to focus on business use-cases, which was a greater increase than expected.

In the Lean UX model, product teams are usually made up of members from different departments (e.g., engineers, product managers, UX designers). Each team works to improve a specific product by focusing on improving processes that cycle through three phases: Think, Make, and Check.

THE LEAN UX MODEL FOLLOWS A THREE-PHASE CYCLE: THINK, MAKE, AND CHECK.

Teams brainstorm possible areas for improvement based on  customer feedback , customer research, competitor comparisons, and observing their product in use. They develop a problem statement, then decide which areas they want to improve.

Designers and developers build a new feature that will (hopefully) solve a problem and/or improve the product.

Product teams test the new feature, using tools like  UX surveys  and  A/B testing , to figure out whether their hypothesis was correct. If customers respond well to the new feature, it becomes part of the new design. If it doesn’t improve the customer experience, they return to the Think phase and try something new.

The Doodle team uses Lean UX to anticipate their users’ needs. This design-thinking approach allows them to build cutting-edge products their customers will gladly pay for, and keeps them one step ahead of the competition.

They have five product teams, and each team is usually composed of at least one  product manager , one product designer, and a collection of engineers—possibly including data scientists or data engineers, as needed.

A TYPICAL PRODUCT TEAM AT DOODLE INCLUDES A PRODUCT MANAGER, A PRODUCT DESIGNER, A DATA SCIENTIST, AND MULTIPLE ENGINEERS.

The idea is to create a cross-functional team (meaning, teams from different departments) who come together to work on specific product improvements (such as Doodle’s 'MeetMe' product, Polls, etc.). Each team has a slightly different makeup depending on the product they manage.

Lean UX in action:  Doodle tested out a new calendar invite feature that put the agreed-upon meeting time in all attendees’ calendars, and 40% of their customers used the first version of this feature. This demonstrated how strong the demand was for the feature, and gave the team a clear sense of where to go next because there was already plenty of room for improvement on that initial version.

What does the lean UX process begin with? Here’s how Doodle approaches their Think, Make, Check phases:

Step 1: the thinking phase at Doodle

Doodle uses  Airtable  to maintain their 'idea bank,' which is a collection of all ideas submitted for improvement and, at the time we talked, contained 175 ideas.

DOODLE USES AIRTABLE TO COLLECT IDEAS AND PRIORITIZE THEM.

“We use the idea bank to capture all ideas, wherever they come from. Even if we think they're terrible ideas, we still write them down, and that serves two purposes. One, we want the person who made the suggestion to know that it's been captured and it's up for consideration. Two, we do this because what might not be a great idea now, for whatever reason, might become a great idea in the future.”

Of course, ideas don’t come out of thin air! The product teams at Doodle use the following tools to gather  qualitative research  from their customers and capture ideas for product improvement.

3 lean UX tools Doodle uses to find areas for improvement

Google Analytics : “Google Analytics is a good source for us in terms of user behavior within the product,” says Jack. Doodle uses Google Analytics for cohort analysis , which is all about breaking users down into groups (cohorts) and studying the behavior of each group. For example, Doodle can tell whether a user who connected through their Calendar Connect product is retained better than those who have not. They have their own data warehouse to complement this information.

Desk.com: Desk.com , a Salesforce product, allows Customer Success (CS) to tag different types of issues that arise. “For obvious bugs,” Jack says, “it’s a bit easier: if something isn’t working the way it’s supposed to, it’s pretty obvious that you need to fix it. Where it becomes more complicated is when you receive input, either from research or CS, that speaks to something that isn’t so black and white, like a feature we could add down the line. At that point, it goes from an engineering/problem-solving matter to a question of prioritizing and using your judgment,” he says. In the next section, I’ll talk about how Doodle prioritizes projects like these.

Hotjar : Doodle uses Hotjar Feedback to have users rate their level of satisfaction and describe their experience using website feedback . If the customers provide an email address, someone responds. “However,” Jack says, “even the anonymous feedback can be helpful.”

Doodle collects feedback from different types of users, segmenting the data according to each group. In particular, they want to know which product the respondents are using (e.g., MeetMe, Polls), whether they are the ones who created the poll or simply participated in it, and whether they’re using the paid version of the product.

DOODLE USES HOTJAR FEEDBACK TO COLLECT FEEDBACK FROM USERS AT SCALE AND IN CONTEXT.

Product managers and product designers read the replies and look for patterns, but at the moment they don’t have a formal system in place to review this data.

Where Doodle did take a more organized approach to Voice-of-the-Customer feedback was when they redesigned their website in 2017. This was a complete redesign, going from a late-90s style to something much more modern, and they used Hotjar Feedback to figure out what their users liked, disliked, and needed.

Categorizing projects according to goals

Once they submit ideas, Doodle’s project teams categorize each one based on the goals they want to achieve, and those goals are grouped into Objectives and Key Results (OKRs). OKRs, in short, describe big-picture objectives, such as “convert more users after the trial ends.” To learn more about organizing by OKRs, take a look at  this article   by   Jeff Gothelf  (the author of  Lean UX , mentioned above).

DOODLE USES OBJECTIVES AND KEY RESULTS (OKRS) TO MEASURE THEIR PROJECTS.

Doodle uses OKRs to identify their larger goals. Then they break their OKRs down by Objectives and Key Results, which identify the smaller goals that will hopefully help them achieve their Objectives. For example, the “convert more users after the trial period ends” Objective might be achieved by encouraging users to create more polls since Doodle’s research shows that users who create polls are more likely to convert.

Therefore, “get users to create a poll during the trial period” could become a Key Result, and that KR would fall under the “convert more users” Objective.

AN EXAMPLE OF AN OBJECTIVE (CONVERT MORE USERS) AND KEY RESULTS ATTACHED TO IT.

As the team captures more ideas, they tag them according to the appropriate OKR. Then, when they discuss plans for reaching those goals, they can use Airtable to filter the results, only showing those that relate to certain Objectives and Key Results.

Idea generation and problem-solving: a tale of two meetings

In the beginning, the product teams would brainstorm new ideas  and  discuss the progress they’d made on current projects at one meeting, but that got confusing.

These days, they have two separate meetings: one for brainstorming and generating new ideas (monthly), and the other. for discussing their progress on current projects (weekly).

“To get a balance there, we have two different versions of the same meeting. One is weekly, where we go through the stuff we're working on, making sure that it's progressing. And then there’s a separate meeting where we generate ideas and talk about what we want to do next.”

Step 2: the make phase at Doodle

In the make phase, a team of designers and developers builds a new feature to address previously highlighted problems and/or improve the product. But when ideas abound, as is likely to be the case, a crucial step is choosing  what  to build first.

How Doodle prioritizes projects

During the monthly meetings, whoever owns or champions an idea gives a 60-second talk about the idea, the data related to it, and how they might approach it as an improvement project. After the team reviews all new ideas they take a vote, pick the two or three most promising ideas, set deliverables, and really dive into them. The best ideas get added to the list of active projects.

The ICE framework

Doodle uses a system called ICE, designed by Sean Ellis. ICE stands for Impact, Certainty, and Effort, and potential projects are evaluated on these qualities. Here’s what the ideal project would look like in the ICE model:

Impact (on User Experience) : High

Certainty (whether it will work) : High

Effort (what it would take to make the change and test it) : Low

Of course, most projects aren’t so straightforward.  Jack says, “There are ones where you say, ‘Look, the effort is significant. We think the impact is high, but we're not completely sure.’ In that case, before we spend that full effort, we see if there’s something simpler we can work on.”

Jack stressed that they don’t take anything for granted when they assess certainty. If the idea’s champion thinks it’s a great project to work on, that counts for .01 on a certainty scale of 0 to 10. If the stakeholders love the idea and think it’s brilliant, that might bump you up another 0.1, but you’re still a long way from a 1, much less a 10.

THE DOODLE TEAM PRIORITIZES IDEAS USING THE ICE FRAMEWORK.

“What I really like about this approach,” he concludes, “is that it pushes us to do the necessary things to validate our ideas.” Whether it’s asking very specific questions to customers, bringing out specific data, or doing more A/B tests (see below), this framework allows Jack and his teams to save a lot of time down the line and make sure that all the work they are doing counts. That said, the ICE model isn’t a rigid scoring system. It’s a simple tool that gives you a rough idea of what to prioritize.

Curious to see how Hotjar prioritizes projects? Check out  Mastering the art of prioritization: how Hotjar decides what to work on next .

Step 3: the check phase at Doodle

Lean UX doesn’t rely on gut feel to decide whether a change has been successful, and neither does Jack Berglund. The teams at Doodle test their changes to see how users respond and later refine their approach accordingly.

If you have a lot of traffic to your website,  A/B tests (or split tests)  are a great way to validate your hypotheses scientifically and determine if the changes you made are working. Once you’ve got that result, you can go ahead and implement the changes confidently.

“We have a good amount of traffic, so we can do a lot of A/B testing. And if we're smart about the tests we run, we can save ourselves a lot of time by not implementing things that are basically low confidence,” says Jack.

Example #1: An 800% increase in the use of a feature

Sometimes the results can be surprising—like, “an eight-fold increase in feature use” surprising. When users create a poll, which they send to meeting invitees to determine which date works best for everyone, they can add a “Yes, if need be” option. This allows invitees to select their preferred date (the green checkmark) along with any dates that are less-than-ideal but would still work (the yellow checkmark).

Originally, this was an advanced option, meaning that it didn’t pop up in the 'Make a Poll' wizard that the average user sees. The product team assumed most users wouldn’t be interested in that feature, but they questioned their assumptions and tested it out by adding it to the wizard as a checkbox.

The result? They saw an 800% increase in the use of that feature. Who knew?

Example #2: The fake door that got them nowhere

Jack shared this with me as a cautionary tale—the story of a time they set out to study a problem with A/B testing but ended up studying the wrong thing. They didn’t get the information they needed to move to the next steps, but they learned a valuable lesson.

Doodle wanted to see whether having a 'Poll Deadline' button, which allowed poll creators to set a deadline for respondents to reply, would get any traction. They set up a  fake door , which is a button that offers a feature that isn’t actually available, so the UX team can see whether people will use it before spending the time and money to develop it. When users click on a fake door, they receive a message telling them: “Sorry! This feature is not yet available.”

Doodle showed the fake door to a portion of their users, and people clicked, but the team soon realized they had no way of knowing  how  useful the feature would be to their clients. Sure, they got plenty of clicks… but was the button valuable enough to influence buying behavior? Would it increase conversions? They couldn't tell from this A/B test.

To answer that question, Doodle went back to the drawing board. They’re currently planning to run a test that measures how likely this feature is to influence a user’s decision to start a free trial, which is a more complicated and business-focused question than whether or not a user will click.

“The core lesson is that we need to measure behavior change that demonstrates real value to the user.”

By designing smart, strategic A/B tests that answer basic questions about buying behavior, the teams at Doodle can prioritize their tasks and focus on those that offer a greater return.

Starbucks tests

It’s not always practical to do A/B testing, even when you have a ton of traffic, because sometimes you need to move quickly to see if an idea is worth looking into at all. You can always do more structured testing later if an idea shows promise after ‘guerilla testing’ it (an idea that Jeff Gothelf introduces in  Lean UX ).

Guerilla tests are ‘quick and dirty’ user tests that give you a sense of how your ideal users  might  respond. Much like focus groups, which advertising agencies have been using for more than 70 years, guerilla testing gives you quick feedback when you need it.

Since Doodle has 250 million users (that’s the population of Indonesia, by the way), and since many of these users are similar to people the Doodle team members rub shoulders with at their local Starbucks, they like to use Starbucks for guerilla testing new features. They go down to the Starbucks near their office and offer people a voucher for a free cup of coffee to test out new features.

“If you ever want to try to get a Starbucks voucher for a free cup of coffee, just hang out at the Starbucks near the Doodle office in Zurich. You never know!”

Starbucks testing is just one form of anecdotal feedback they use. Doodle also goes to customers, employees (including marketers), and product management stakeholders to get their input.

The guerrilla testing approach of Lean UX works better for SaaS and eCommerce than it does for companies that build physical products because, again, you can make changes quickly and reverse them if they don’t work. And in many ways, that points to the basic difference between Lean Manufacturing and Lean UX.

Lean UX is all about agility, experimentation, testing, and reassessing in a continuous cycle. It has allowed companies like Doodle to scale to 250 million active users—and it’s helped them thrive in a competitive market.

Lean UX in Action:  Doodle had the 'Settings' page automatically appear as the third step in their poll creation wizard, which increased the number of free trial signups by 25%, boosted the use of their 'Ask Attendees for Contact Information' option by 300%, and increased the use of the 'Hidden Polls' feature (which allows the creator to keep poll results hidden) by 400%.

If you were inspired by Jack's story or simply want to give Lean UX a try in your own business, here is a simple 3-step roadmap to get started:

Step 1: think phase

Gather customer feedback using tools like Feedback from Hotjar and reviewing insights from your Customer Success or sales team.

Process this info in an idea bank using a simple spreadsheet or a tool like Airtable.

Step 2: make phase

3.  Set up a meeting to prioritize projects according to their Impact, Certainty, and Effort  (keeping in mind that certainty is determined by facts, not stakeholder opinions).

Step 3: check phase

4.  Use guerilla testing  to get quick feedback where appropriate.

5.  Use A/B testing , if your traffic is large enough, to get scientifically valid results.

FAQs about lean UX

What is agile and lean ux.

Agile and lean UX involves applying the principles of these methodologies to the sphere of UX. Agile and lean both focus on creating quick iterations of products and features, testing them with users, and creating a tight feedback loop between users and product teams as they iterate in the future.

What are the benefits of lean UX?

Applying the lean methodology to UX creates a user-centered approach that forces product teams to rapidly generate and test ideas in the real-world to find what works. This prototyping model speeds up the  UX design  process, minimizes waste, and grounds it in the perspectives and experiences of real users.

What is an example of lean UX?

Online scheduling tool Doodle uses the lean UX approach to generate a backlog of ideas for new features or improvements. It then prioritizes the ideas that are estimated to have the most impact, and then conducts sprints where product & design teams create iterations that are A/B tested with users. During these prototyping tests, the product team observes how users interact with the new features and determines which ones they actually use and find helpful. They then repeat this process indefinitely to continuously improve the product.

Related articles

UX design and analysis

Design a homepage that delights your users in 9 easy steps (with tips and examples)

While product, UX, and marketing teams help shape a website or app’s homepage, a more powerful group holds the reins: the users. Their needs and preferences are key deciding factors in locking in an effective homepage design.

Shadz Loresco

The anatomy of a stellar website: the dos and don’ts of design

Over the past five years, buyers have largely shifted their shopping habits to be primarily online. For brands wishing to remain competitive in the digital marketplace, this means an accessible and attention-grabbing website has become more important than ever before. 

Consumers agree: respondents to Hotjar’s Coming in Hot report told us that they have higher expectations for brands’ websites than they did five years ago.

Hotjar team

Coming in hot: the power of first impressions

Consumers have more than their fair share of vendors to choose from when shopping online. When attention is split between different brands and devices, ensuring your online presence stands out from the crowd hinges on first impressions. 

But catering to the ever-changing habits and preferences of digital buyers is no small feat. That’s why Hotjar surveyed hundreds of US-based consumers—to reveal the insights you need to guarantee your website exceeds user expectations.

Get Started Now

Think of a case study as a way to tell the story of your UX design or research project. In it, you’ll highlight the process you took to address a specific challenge you were solving for your users and customers as well as the resulting outcomes.

UX designers and researchers often rely on case studies to include in their portfolio to highlight their capabilities and accomplishments

Why it’s important to have case studies in your portfolio

Getting to a finished product is never one simple step. More often than not, researchers and designers need to constantly iterate while talking to customers, before they get the design just right. How each team goes aout this process gives potential employers crucial insight into how a designer or researcher thinks and can be a powerful tool for career advancement.

What do you include in a case study?

Every case study is different, but most contain a few key components:

• Problem statement
• Description of key audiences, customers, or users
• Team description and responsibilities
• Project scope and objectives
• Detailed process
• Results and lessons learned

Tips for a great case study

While every case study will be different, there are a few components you should be sure to include to ensure you’re telling a compelling story.

Sketches, wireframes, and workflow diagrams

Showing all your notes is a great way to highlight your thought process throughout your project. Whether you’re including high fidelity or low fidelity prototypes or wireframes, or just a few diagrams and sketches, using visuals will help tell your story.

Customer videos and quotes

Talking to customers is an important component of every case study, so be sure to highlight interesting insights whenever you can. Some of the most interesting insights come from watching users get frustrated—or delighted with your product or process. Hearing the inflection in their voices and watching their body language as they try to achieve a goal is valuable insight into what’s working and what needs improvement.

Human understanding. Human experiences.

Get the latest news on events, research, and product launches

Oh no! We're unable to display this form.

Please check that you’re not running an adblocker and if you are please whitelist usertesting.com.

If you’re still having problems please drop us an email .

By submitting the form, I agree to the Privacy Policy and Terms of Use .

New Case Study

One simple way Apple could improve your sleep habits

Case studies

Apple sleep notification

How to avoid (and repair) these 3 critical design blunders

Design Blunders

Social Proof: Why people's behaviors affect our actions

Social Proof

Adobe: The growing issue with “Free” trials UX

Adobe Trial UX

Letterboxd: How to nail product market fit with clear Jobs‑To‑Be‑Done

Jobs-To-Be-Done

Spotify Wrapped: 6 psychology principles that make it go viral every year

Spotify Wrapped

The psychology of Temu’s casino‑like shopping UX

Temu Onboarding

GoDaddy: How to improve checkout flows ethically

GoDaddy Checkout UX

Framing Effect: Why context affects decisions

Framing effect

The psychology behind highly effective landing pages

Landing page conversion

Apple vs Meta Threads: The Illusion of Privacy

Apple privacy policy

Beehiiv subscription: 5 small UX mistakes that make a BIG difference

Newsletter subscription

The Search War: Bing AI Chat vs. Google

The Psychology Behind Loom's Explosive Growth

Loom onboarding

Episode 1: Can Bing's new AI search challenge Google? 

Bing onboarding

Typeform: How to offboard users the right way

Typeform offboarding

How to increase signup confirmation rates with Sniper Links

Email confirmation UX

Labor Perception Bias: Why faster isn't always better

Labor perception bias

Tech ethics: If cookie consent prompts were honest…

Cookie consent

Amber Alert Redesign: 5 UX Improvements That Could Save Lives

Amber alerts UX

Google: How to increase feature adoption the right way

Google feature adoption

How Linkedin Increased Notification Opt-in Rates by 500%

Linkedin notifications

The Psychology of Advertising: Why this ad made me stop scrolling

Advertising psychology

The Ugly Truth About Net Promoter Score Surveys

Net promoter surveys

The Psychology Behind Amazon's Purchase Experience

Amazon purchase UX

One Simple Psychology Framework To Improve Your Onboarding

Blinkist onboarding

How Blinkist Increased Trial Conversions by 23% (Ethically)

Trial paywall optimization

YouTube’s Attempt To Solve The Paradox of Choice

Youtube retention

Adobe: The Psychology of User Offboarding

Adobe offboarding

Signal: How To Ethically Boost Your Revenues

Signal monetization

Chrome vs Brave: How To Use Ethical Design To Win Customers

Brave onboarding

The Psychology of Clubhouse’s User Retention (...and churn)

Clubhouse retention

The Scary Future Of Instagram

Instagram monetization

The Psychology of Misinformation on Facebook

Facebook misinformation

The Psychology Behind TikTok's Addictive Feed

Tiktok feed psychology

How To Properly Apply Jobs-To-Be-Done To User Onboarding

Headspace onboarding

How To Notify Users Without Being Spammy

Lifecycle emails

User Onboarding: Is HEY Email Worth It?

Hey onboarding

7 Product Team Pitfalls You Should Avoid

Product team pitfalls

How Tinder Converts 8% Of Singles Into Customers In Less Than 15min.

Tinder monetization

Coronavirus Dashboard UX: How Design Impacts Your Perception

COVID dashboard UX

How Morning Brew Grew To 1.5 Million Subs In 5 Years

Morning Brew retention

Uber Eats: How To Ethically Use Scarcity To Increase Sales

Uber Eats retention

Airbnb: How To Reduce Churn With Personalization

Airbnb personalization

6 Ways Mario Kart Tour Triggers You Into Gambling Your Money

Mario Kart monetization

Strava: 7 Strategies To Convert More Freemium Users

Strava monetization

Tesla: How To Grow Through Word-of-Mouth

Tesla charging UX

How Hopper Perfectly Nails Permission Requests UX

Hopper onboarding

9 Ways To Boost SaaS Revenues With A Better Upgrade UX

Zapier monetization

Superhuman's Secret 1-on-1 Onboarding Revealed

Superhuman onboarding

Trello User Onboarding: 7 Tactics To Inspire You

Trello onboarding

5 Deadly Onboarding Mistakes You Should Avoid

Sleepzy onboarding

Duolingo's User Retention: 8 Tactics Tested On 300 Million Users

Duolingo retention

Calm Referral Strategy: Drive Viral Growth With Simple Rewards

Calm referrals

Spotify vs Apple: How Spotify is betting $230M on podcasts to win over Apple users (Ep. 2)

Spotify onboarding

Spotify vs Apple: How Spotify is betting $230M on podcasts to win over Apple users (Ep. 1)

Spotify vs Apple

Advisory boards aren’t only for executives. Join the LogRocket Content Advisory Board today →

• Product Management
• Solve User-Reported Issues
• Find Issues Faster
• Optimize Conversion and Adoption

Heuristic evaluation: Definition, case study, template

Imagine yourself faced with the challenge of assembling a tricky puzzle but not knowing where to start. Elements such as logical reasoning and meticulous attention to detail become essential, requiring an approach that goes beyond the surface level to achieve effectiveness. When evaluating the user experience of an interface, it is no different.

In this article, we will cover the fundamental concepts of heuristic evaluation, how to properly perform a heuristic evaluation, and the positive effects it can bring to your UX design process. Let’s learn how you can solve challenges with heuristic evaluation.

What is heuristic evaluation?

The heuristic evaluation principles, understanding nielsen’s 10 usability heuristics, essential steps in heuristic evaluation, prioritization criteria in the analysis of usability problems, communicating heuristic evaluation results effectively, dropbox’s heuristic evaluation approach, incorporating heuristic evaluation into the ux process.

The heuristic evaluation method’s main goal is to evaluate the usability quality of an interface based on a set of principles, based on UX best practices. From the identification of the problems, it is possible to provide practical recommendations and consequently improve the user experience.

So where did heuristic evaluation come from, and how do we use these principles? Read on.

Heuristic evaluation was created by Jakob Nielsen, recognized worldwide for his significant contributions to the field of UX. The method created by Nielsen is based on a set of heuristics from human-computer interaction (HCI) and psychology to inspect the usability of user interfaces.

Therefore, Nielsen’s 10 usability heuristics make up the principles of heuristic evaluation by establishing carefully established foundations. These foundations serve as a practical guide to cover the main usability problems of projects. These heuristics work as cognitive shortcuts used by the brain for efficient decision making, especially in redesign projects. Heuristics also help to complement the UX process when understanding user problems and supporting UX research and evaluation.

When you are getting ready to conduct a heuristic evaluation, the first step is to set clear goals. Then, during the evaluation, you should make notes on what you find considering usability issues, always based on the criteria. Once this is done, you can prepare a report that might include information on which issues to tackle first, which makes the evaluation even better. All these steps matter because they help make sure interfaces match what users want and expect, leading to better interactions overall.

Preparation for the heuristic evaluation: Defining usability objectives and criteria

As with the puzzle example in the intro, fully understanding the problem is critical to applying heuristic evaluation effectively. Thus, during the preparation phase, you need to establish the evaluation criteria, also defining how these criteria will be evaluated.

Select evaluators based on their experience. By involving a diverse set of evaluators, you can obtain different perspectives on the same challenge. Although an expert is able to point out most of the problems in a heuristic evaluation, collaboration is essential to generate more comprehensive recommendations.

Although it follows a set of heuristics, the evaluation is less formal and less expensive than a user test, making it faster and easier to conduct. Therefore, heuristic evaluation can be performed in the early stages of design and development when making changes is more cost effective.

Nielsen’s usability heuristics are like a tactical set for methodically making things work, providing valuable clues that designers and creators follow to piece together the usability puzzle. These heuristics act as master guides, helping us intelligently fit each piece of the puzzle together so that everything makes sense and is easy to understand to create amazing experiences in the products and websites we use.

Over 200k developers and product managers use LogRocket to create better digital experiences

Here are Nielsen’s 10 usability heuristics, each with its own relevance and purpose:

1. System status visibility

Continuously inform the user about what is happening.

2. Correspondence between the system and the real world

Use words and concepts familiar to the user.

3. User control and freedom

Allow users to undo actions and explore the system without fear of making mistakes.

4. Consistency and standards

Maintain a consistent design throughout the system, so users can apply what they learned in one part to the rest.

5. Error prevention

Design in a manner that prevents users from committing mistakes or provides means to easily correct wrong decisions.

6. Recognition instead of memorization

Provide contextual hints and tips to help users accomplish tasks without needing to remember specific information.

7. Flexibility and efficiency of use

Allow users to customize keyboard shortcuts or create custom profiles to streamline their interactions.

8. Aesthetics and minimalist design

Keep the design clean and simple, focusing on the most relevant information to avoid overwhelming users using proper spacing, colors, and typography.

9. Help and documentation

Provide helpful and accessible support in case users need extra guidance.

10. User feedback

Give immediate feedback to users when they take an action.

Together, these pieces of the usability heuristics puzzle help us build a complete picture of digital experiences. Thus, by following these guidelines, evaluators can identify problems and prioritize them for correction at the evaluation stage.

In the evaluation phase, evaluators should look at the product or system interface and document any usability issues based on heuristics. By using heuristics consistently across different parts of the interface, it is still possible to balance conflicting heuristics to find optimal design solutions.

There may be challenges during the evaluation phase, which is why it is important that evaluators suggest strategies to overcome them from the definition of priorities. Evaluators should therefore, in consensus, discuss how these heuristics can be applied to identify and address usability problems.

One of the interesting ways to do heuristic evaluation is through real-time collaboration tools like Miro. On the template below, you will be able to collaborate in real-time to conduct heuristic evaluations of your project with your team, evaluating the problems by criteria and dividing them by colors, based on the level of complexity to be solved.

You can download the Miro Heuristic Evaluation template for free .

After performing a heuristic assessment, evaluators should analyze the findings and prioritize usability issues, trying to identify the underlying causes of usability issues rather than just addressing surface symptoms.

Usability issues discovered during the assessment can be given severity ratings to prioritize fixes.

Below is an example of categorization by severity according to the challenge presented:

• High severity : Prevents the user from performing one or more tasks
• Medium severity : Requires user effort and affects performance
• Low severity : May be noticeable to the user but does not impede execution or performance

The classification will help the team to have greater clarity regarding what is most relevant to be faced considering the impact on the user experience. By prioritizing the most critical issues based on their impact on the user experience, it will be easier to effectively allocate them throughout the project.

Finally, during the reporting phase, evaluators should present their findings and recommendations to stakeholders and facilitate discussions on identified issues.

Evaluators typically conduct multiple iterations of the assessment to uncover different issues in subsequent rounds based on the need for the project and the issues identified.

Heuristic evaluation provides qualitative data, making it important to interpret the results with a deeper understanding of user behavior. When reporting and communicating the results of a heuristic assessment, assessors should follow best practices by presenting findings in visual representations that are easy to read and understand, and that highlight key findings, whether using interactive boards, tables or other visuals.

Problem descriptions should be clear and concise so they can be actionable. Instead of generating generic problems, for example, break the problems into distinct parts to be easier to deal with. If necessary, try to analyze the interface component and its details, thinking not only analytically in an abstract way but also understanding that that problem will be solved by a UX Designer, considering all its elements. In this scenario, a well-applied context makes all the difference.

It is also important to involve stakeholders and facilitate discussions around identified issues. As a popular saying goes: a problem communicated is a problem half solved.

The Dropbox team really nails it when it comes to giving users a smooth and user friendly experience. Let’s dive into a few ways they have put these heuristic evaluation principles to work in their platform:

Dropbox keeps things clear by using concise labels to show the status of your uploaded files. They also incorporate a convenient progress bar that provides a time estimate for the completion of the upload. This real-time feedback keeps you informed about the ongoing status of your uploads on the platform:

The ease of moving, deleting, and renaming files between different folders and sharing with other people means that Dropbox offers users control over fundamental actions, allowing them to work in a personalized way, increasing their sense of ownership:

Making it a breeze for users to navigate no matter if they’re on a computer or a mobile device, Dropbox keeps things consistent in both: website and mobile app design:

To prevent errors from happening, Dropbox has implemented an interesting feature. If a user attempts to upload a file that’s too large, Dropbox triggers an error message. This message is quite helpful, as it guides the user to select a smaller file and clearly explains the issue. It’s a nifty feature that ensures users know exactly which steps to take next:

Dropbox cleverly employs affordances to ensure that users can easily figure out how to navigate the app. Take, for instance, the blue button located at the top of the screen — it’s your go-to for creating new files and folders. This is a familiar and intuitive pattern that users can quickly grasp:

Consider now flexibility and efficiency. On Dropbox, the user can access their files from any gadget, and they can keep working even when they are offline without worrying about losing anything. It makes staying productive a breeze, no matter where the users finds themselves:

Dropbox has a clean and minimalist design that’s a breeze to use and get around in. Plus, it’s available in different languages, ensuring accessibility for people all around the world:

Dropbox goes the extra mile by using additional methods alongside heuristic evaluation, demonstrating a high positive impact on their services. All this dedication to applying the best heuristics on their products has made Dropbox one of the most popular storage services globally.

Heuristic evaluation fits into the broader UX design process and can be conducted iteratively throughout the design lifecycle, despite being commonly used early in the design process.

It provides valuable insights to inform design decisions and improvements and enables UX designers to effectively identify and address usability issues.

Conclusion and key takeaways

In this article, we have seen that heuristic evaluation is a systematic and valuable approach to identifying usability problems in systems and products. Through the use of general usability guidelines, it is possible to highlight gaps in the user experience, addressing areas such as clarity, consistency and control. This evaluation is conducted by a multidisciplinary team, and the problems identified are recorded in detail, allowing for further prioritization and refinement.

Much like a complex puzzle, improving usability and user experience requires identifying patterns and providing instructive feedback when working collaboratively.

Checking interfaces using heuristic evaluation can uncover many issues, but it’s not a replacement for what you learn from watching actual users. Think of it as an extra tool to understand users better.

Remember that heuristic evaluation not only reveals challenges but also empowers you as a UX professional to create more intuitive and impactful solutions.

When you mix in heuristic evaluation while making your designs, you can end up with products and systems that are more helpful and user-friendly without spending too much. This helps make your products or services even better by following good user experience tips.

So don’t hesitate: make the most of the potential of heuristic evaluation to push usability to the next level in your UX project.

LogRocket : Analytics that give you UX insights without the need for interviews

LogRocket lets you replay users' product experiences to visualize struggle, see issues affecting adoption, and combine qualitative and quantitative data so you can create amazing digital experiences.

See how design choices, interactions, and issues affect your users — get a demo of LogRocket today .

Share this:

• Click to share on Twitter (Opens in new window)
• Click to share on Reddit (Opens in new window)
• Click to share on LinkedIn (Opens in new window)
• Click to share on Facebook (Opens in new window)
• #ux research

Stop guessing about your digital experience with LogRocket

Recent posts:.

Using the similarity matrix to surface card sorting insights (+template)

Analyzing a similarity matrix can help you identify patterns that tend to be grouped together by participants in card sorting.

What’s a design language? And how do you actually find yours?

A design language is the cohesive system of visual and interaction elements that define a product’s personality. Here’s how to define yours.

A closer look at closure: The little design rule that makes a big difference

As designers, we can exploit the principle of closure and use it as a tool for building intuitive and engaging user experiences.

Making a dropdown menu in Figma

Here’s a look at the elements of a dropdown menu, its different variations, and the steps to design a dropdown menu in Figma.

Leave a Reply Cancel reply

How To Conduct A UX Redesign

No matter what context you work in as a UX designer, at one point or another, you’ll probably be asked to redesign a user experience. At the start of your UX career, you might even conduct an unsolicited redesign to help build up your portfolio.

Either way, you might find yourself redesigning a website, an app, or the interface of a device. No matter what you’re redesigning, though, your process should follow a similar series of steps and encompass a similar set of questions and concerns.

In this article, we’ll cover the following topics:

• Redesigns from refresh to complete overhaul
• Reasons to conduct a redesign
• Steps for conducting a UX redesign
• Showcasing redesigns in your UX portfolio
• Key takeaways

Let’s jump in!

1. Redesigns from refresh to complete overhaul

UX redesigns can have vastly different degrees of complexity. On the one hand, the product may simply require a visual refresh to make it seem more modern and visually interesting. If this is the case and no noteworthy user experience changes are needed, the UX designer’s job may be to simply review the art director’s work and ensure nothing about the user experience is broken by the aesthetic overhaul.

You might also be tasked with redesigning the user experience for a specific part of a product’s user interface . For example, perhaps the users of a specific website are having trouble navigating through a shopping cart or finding information on shipping and handling. If that’s the case, the UX designer’s job is not only to redesign that piece of the user experience; it’s also to make sure the redesigned interface fits in seamlessly with the original interface and doesn’t break any links or other functionality on the product.

So if you’re redesigning the way a user books a table on a restaurant’s website, for instance, you need to make sure users can successfully navigate to your redesigned reservation system and that they can navigate away to a different part of the website once they’ve completed their booking.

Finally, a product might require a complete overhaul. That means the UX designer will be responsible for understanding every single piece of information that must go into the redesign and how that information fits together. Then the UX designer must determine how to improve upon the prior design while avoiding changes that are so radical that they confuse and frustrate the product’s existing users. It’s a tough balancing act that requires attention to detail and a deep understanding of users’ goals.

2. Reasons to conduct a redesign

The very first question a UX designer should ask clients or stakeholders about a redesign is why they want to conduct it. There are many legitimate reasons to conduct a redesign, according to the Nielsen Norman Group . These include:

• The site looks outdated
• New branding needs to be implemented
• Technological advances have made the site seem antiquated
• The site isn’t optimized for mobile or social media
• The information architecture of the site is a mess and many links are broken
• The user experience is confusing and there is no unified structure
• Analytics show users have trouble doing what they need and don’t stick around

While the first two reasons on the list may simply require a visual refresh, the others involve important UX changes.

You may be tasked with conducting a redesign following a UX audit . However, sometimes a client or stakeholder will request a complete UX redesign simply because they look at their product’s user interface all day and are bored. This can lead a client to focus on the things they don’t like about their product’s user experience. On the other hand, users probably feel differently. Users are creatures of habit. And since they’re spending far less time with a product’s user interface than the client, they’ll typically see the familiarity of the UI as a positive.

Consider this: If Amazon.com completely overhauled its website in order to make the website seem more innovative or interesting, but in the process changed how to find items, how to add them to your shopping cart, and how to check-out, what would be your response? If you’re like most people, you’d be frustrated. You already know how to complete tasks successfully on Amazon. Anything outside of an incremental change will make that more challenging and time-consuming. No matter how cool the newly implemented changes may seem, most users won’t be impressed. Their goal when they go to your website, app, or other UI is to complete their task and meet their goals in as little time as possible.

So if a client or stakeholder wants to completely rehaul a product’s user experience but they don’t have a good reason for doing so, you as the UX designer must make sure to advocate for the product’s users. This could mean discussing other options, like a visual refresh or small UX changes with your client.

One way or another, it’s essential to make sure any changes you make, even on a complete overhaul, are not made for the novelty of the changes. It can be tempting to be as creative as possible. However, you’re better off understanding what users are already familiar with from the product (based on their mental models ) and implementing changes that respect what your users like while mixing in some new but understandable evolutions.

Unsolicited redesigns

If you’re a fresh-faced UX designer just starting out, you might also conduct a hypothetical—or unsolicited—redesign. This is a great way to put your newly acquired design skills into practice, and also gives you a case study to add to your portfolio in the absence of a real client project.

An unsolicited redesign is, quite simply, a hypothetical project of your choice . Perhaps there’s a particular website you use regularly that you think could benefit from an overhaul, or a certain app that could be upgraded with a few simple tweaks. Just like a “real” client project, you’ll redesign the experience and document your process from start to finish in your portfolio—just like Priyanka Gupta does in her unsolicited redesign of the Sephora iOS app . Just remember to clearly state that you’re not affiliated with the company in any way, and that you haven’t actually been hired to conduct a redesign. Otherwise, the process is the same as for a real UX redesign. Let’s take a look at that now.

3. How to conduct a UX redesign: Step-by-step

1. understand existing users.

In an ideal world, all UX redesigns would start with user research and analytics. Analytics for an existing product will help you understand how users are currently using the product, and identify the biggest pain points they encounter based on how long they use the product and how many screens they visit. This also gives you hard data that will help you make specific recommendations for where to focus the efforts of your redesign.

Whether you have access to analytics or not, you should perform user research on the product you are redesigning. As Nielsen Norman’s Hoa Loranger explains, “Your old site is the best prototype for your new site.” Make sure you take advantage of that by learning from the existing product. Gather user feedback on what they dislike about it, while also making sure to ask about what users like about the current product. All of this information will help fuel your redesign.

2. Understand business goals

It’s essential to understand what the business wants to get out of the redesign. What do they know about their existing users that can help you conduct your redesign? The UX redesign solution should be specific to the business’ goals while keeping user needs in mind. If the business wants to make it easier to navigate to specific information, increase page views, or complete more sales, the user experience must be designed to support those goals by making it easier and more beneficial for users to do those things.

3. Competitive analysis

Another source of information for a redesign: analyze competitors’ products . Take a look at competitor’s UIs to see what they’re doing that’s different. What works? What doesn’t work? Are there innovative solutions that you can borrow that will better engage your users? Are there things they’re doing that you want to avoid?

In addition to researching users’ reactions to the product you’re redesigning, you can also perform a study to see how users respond to competitors’ products. Explore how users interact with the interface and navigate through the user experience, including what they find clear and easy to use and where their pain points are.

4. Redesign

After gathering data from the existing product and competitors and ensuring you understand the business goals for the project, you should be ready to start redesigning in earnest. You’ll often want to start with a site map of the redesigned information architecture. You’ll also want to make sure you understand the various ways users may work through the site to meet different goals by creating user workflows. Once you have a handle on these top level issues, you can start wireframing and creating prototypes for the redesign. Ideate on potential user experience options until you come up with a solution that works best for both the business and users.

5. User testing

Finally, test your redesign with users, preferably users of the previous iteration of the product. Get feedback on what they like about the new design and what may frustrate them. Keep in mind that any redesign is likely to ruffle some users’ feathers. But user testing will help determine if there are any real usability problems with the redesign. If there are, continue to iterate on the redesign until the user experience is working the way it should.

4. Showcasing redesigns in your UX portfolio

While it’s not essential, it is valuable to include at least one redesign project in your UX portfolio. To most successfully showcase a redesign, make sure you can explain why the redesign was done, what your solutions were to the challenges presented by the client, and why you decided to implement any noteworthy features. Showcase the redesign process in the order it was conducted—from studies on the previous and competitors’ sites, right through to user workflows and information architecture overhauls to page-level redesigns—in order to tell the story of the redesign. You don’t have to include everything, just enough to make sure the process you went through is clearly represented. Your goal should be to clearly communicate to someone looking at your portfolio how you improved on an existing product with your redesign and the journey you took to get there.

5. Key takeaways

Now you have a clear process to follow in order to conduct a UX redesign—be it a real client project, or an unsolicited redesign for your UX portfolio. To sum up:

• Redesigns can run the gamut from a visual refresh to a complete user experience overhaul.
• The most important question to ask before starting a redesign is why the client or stakeholder wants to conduct it.
• There are many reasons to conduct a UX redesign including a product that is no longer optimized for new technology, convoluted information architecture and a confusing user experience.
• The kind of redesign that is undertaken should be based on user needs, not boredom on the part of clients or stakeholders who work with the user interface regularly.
• A good UX redesign starts with studying the existing UI, as it is the best prototype for your new product.
• Make sure you understand your clients’ business goals and how they can be seamlessly integrated into the redesigned user experience.
• Research competitors’ products to see what works and doesn’t work about their UX.
• A UX redesign should consist of a variety of deliverables including user workflows, site maps of the information architecture, wireframes, and prototypes . Iterate on the new design and perform user testing until the user experience is working as it should.
• It’s ideal to include at least one redesign in your UX portfolio that tells the story of the challenges of the project.

Now that you know how to approach a UX redesign, you might want to learn more. If so, you’ll find the following articles useful:

• 9 Awesome UX Portfolios From UX Design Graduates
• What is a Wireframe? A Comprehensive Guide
• The 5 big differences between UX and UI design