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Hey, there I am publishing an Impact Filter for CX Analytics practices created for better insights based on feedback from stakeholder. This will bring in realistic image of project’s performance and individual designer’s efficiency based on their ability to communicate, ideate, explore, and deliver. This a part of my initiatives as UX Lead over the past years and hope it helps your team gain clarity in the chaotic jungle we call UI/UX Design there are more parts to it elaborating on Design Documentation, Training requisites, and CX Analytics which also create your designer’s report card.

？Why to use an Impact Filter?

[Limitation: This initiative started to gain an understanding of the gaps and variability present in our current team while we were at a lck of User Data and Usability testing outcomes, also a limitation of whether we can converse with actual users.]

Cheers!

Project

UX Initiative: CX Analytics Survey and Dashboard to track designer’s performance by analyzing project success.

Situation

What do you want to accomplish? What is your motivation?

  1. To fetch deeper insights on project impact brought in from UX work done.
  2. Incorporate feedback from stakeholders to justify the CX served.
  3. Get designer’s performance illustrated over time.
  4. Find insights like strengths and weaknesses of each designer historically over soft skills and hard skills.
  5. Find insights like problem areas and case study scenarios in a project historically.
  6. Create owners of projects from UX team.

Importance

What is the difference this will make? What impact will this have?

  1. Kickstart the analytics of UX work done for mid-size to major projects, preferably all logged in Resource dashboard.
  2. Articulate factors which impact UX work and designers.
  3. Deep dive into SWOTs of each designer for growth:Threat (first identification of a shortcoming) → Weakness (Add training to overcome) → Opportunity (ready for next project which demands it) → Strength (proven reliability on that factor with the next project worked upon)
  4. Get a dynamic report card for each designer to enable clear judgement and identify areas of focus.

Ideal Outcome

What does the completed project look like? What is the payoff?

  1. A set of surveys sent to designated stakeholders, fetching values which could be used for analysis.
  2. A dashboard to gauge project performance in retrospect, making better decisions on tools and skill prioritizations.
  3. Empowering Project Allocation Through Designer Performance Analysis: Leverage historical project data to intelligently assign designers based on their proven capabilities and tool expertise.
  4. A dashboard for UX management to seek the most viable candidate for future projects and historical impact by each of them.

Success Criteria

What specific results must be true for this project to be a success?

MVP 1: CX Analytics based on feedback

Created surveys for unique stakeholders

  1. Designer’s Retrospect: A survey focused on the designer’s POV of the work done, gauging relative complexity of projects for the designer, proficiency with tools involved, communication efficiency with other stakeholders, gaps in knowledge transfer, key learnings acquired, etc.
  2. UX Lead’s Overview: A survey focused on lead’s POV of designer’s fluency of work, gauging overall relative complexity of projects, proficiency with tools involved, communication efficiency with other stakeholders, key learning acquired, etc.
  3. POC’s Feedback: A survey focused on the POC’s POV of delivery quality, communication efficiency, availability and compliance of the designer, knowledge absorption, count of feedback loops, justified turnaround time, etc.
  4. Client’s Experience: A survey focused on the Client’s POV of delivery quality, communication efficiency, knowledge absorption, etc. and closing appreciation/statement.

Created Analytics Dashboard

  1. Projects Overview page: Gauge executive summary of UX team in terms of projects count by types and duration, complexity, survey sentiments, etc.
  2. Project Feedback page: Unique projects’ log of feedback, success metrics, performance metrics etc. based on survey response.
  3. Designer’s Report Card page: SWOT analysis of each designer giving insights on their overall performances across projects in long term along with overall metrics like number of projects by type, average sentiment received over various aspects like communication, project delivery, process compliance, and availability.

Best Result

What’s possible if you do take action?

  1. Clear & transparent, feedback-based, decisions on managing the team and training requirements.
  2. Clear documentation of project retrospect for insights finding and post-project learnings.

Worst Result

What’s at risk if you don’t take action?

  1. Unprecedented feedback based on personal experience prevails, bringing gaps in quality delivered every time.
  2. Short term performance scores remain the source of growth metrics and KRAs set for designers may stay irrelevant.