Energy software companies have to parse through a lot of complex data during UX research and design, so the need to be highly structured becomes vital in capturing all of it. At Um Tech we have used Airtable to structure our UX process for designing our energy management platform.
UX is a data-heavy component of software design. It requires demographic knowledge, constant user feedback, and knowledge of the software being developed to create a program that is valued by users. Storing this data in other programs or manually recording this data is time consuming and prone to mistakes.
Airtable helps balance all of these needs with an interface that promotes transparency and well-organized information. It is able to be accessed and easily interpreted by all relevant team members to keep organizational tasks aligned. We use Airtable to capture all of our research, feedback, feature requests, and design compositions.
In Airtable, you can create profiles for businesses, people, and virtually anything else you’d like to refer to throughout a specific “base.” This is the equivalent of a project folder in Airtable. These profiles can be appended to interviews, personas, surveys, etc. All data is associated with that profile and can be pulled across different sections of the “base”.
This allows you to conduct interviews, record the results, and learn more about users to create personas. These personas can be updated in real-time, giving members of the company an accurate depiction of what it’s like to work as role A or B.
Transparency and real-time accuracy of roles and processes in design development provide invaluable pieces of information. With Airtable, members of an organization can better understand each other and easily access data to keep development on track with deadlines.
Airtable can also be used to log any bugs in design and user feedback as well. You can choose to categorize these by state, tester, priority, type, or related to. This allows you to go back and discover design opportunities, as well as provide visibility to improve upon these processes.
Using Airtable to complete fundamental UX tasks can improve transparency for any given project. Housing insights under one roof makes it easier to access and distill results from interviews, analyses, and other UX related documentation that directly involve the end-user. This aids in the workflow of other design tasks by creating a unified data pipeline.