Sandy Martinuk UX Design Portfolio v3.1
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Transcript of Sandy Martinuk UX Design Portfolio v3.1
Sandy MartinukMODIFICATION DATE
CREATORMon Mar 09 2015
Jan 19, 2015 - v1.0 initial set: InsuranceFlow & PhysPort Data ExplorerFeb 26, 2015 - v2.0: added TestBase AssessmentsMarch 03, 2015 - v3.0: added intro March 8, 2015 - v3.1: anonymized clients
DESCRIPTIONVERSION HISTORY
Sandy Martinuk Portfolio v3
Sandy MartinukOwner, Cognition Technology
UX Design Portfolio
Sandy Martinuk | UX Design Portfolio Introduction Created by Sandy Martinuk
Page 2 of 33
Hi, my name is Sandy and I've been an independent UX Designer since 2011. I'm fascinated by perception, motivation, and decisions, and passionate about design that improves peoples’ quality of life.
My varied career lets me bring a breadth of perspective to my work.
As a PhD student, I used quantitative and qualitative research methodologies to study how students' framing and engagement, and to assess impacts of reforms. I honed my practical empathy skills, and worked with diverse teams to facilitate consensus on a new models.
Since joining the UX field in 2011, I've refined my research and design skills with a variety of products for consumers, enterprise, and education. My specialties are enterprise tools, complex workflows, generative research, and usability testing.
Introduction
• Researcher and independent project manager since 2007
• UX designer since 2011
• Background in engineering, teaching, and education research
• Specializing in complex workflows, enterprise tools, generative research, and usability
Sandy Martinuk | UX Design Portfolio Outline Created by Sandy Martinuk
Page 3 of 33
In this portfolio I hope to give you a brief story about who I am as a designer.
I'm going to tell this story through the window of a few case studies of my projects.
Each case study will highlight the challenges, process, and solutions of a selected project.
Featured Case Studies
PhysPort Data Explorer
⁃ Education client with large stakeholder team
⁃ Managed a team of two designers for a 5 month contract
⁃ Delivered research, personas, workflows, and wireframes
Outline
PhysPort
InsuranceFlow*
⁃ Small insurance startup
⁃ Worked solo on 7 week contract
⁃ Delivered personas, workflows, and desktop and mobile wireframes
TestBase*
⁃ International academic publisher
⁃ Worked on a team of two designers for a 6 week contract
⁃ Delivered research, personas, workflows, and strategy
*not the real company name
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Introduction Created by Sandy Martinuk
Page 4 of 33
PhysPort Data ExplorerPhysPort
IntroductionPhysPort provides access to research-based teaching materials to help physics educators teach more effectively. The
Physport team had received a grant to build tools to help instructors use assessments more effectively. Specifically,
they wanted to enable instructors to score, interpret, and act on the results of their research-based assessments by:
⁃ helping instructors score their tests by giving them a tool where they could upload their raw data⁃ making it easier to interpret the results by letting them compare to their peers⁃ helping instructors understand the meaning of their results by offering tools for sophisticated analysis⁃ helping instructors find teaching materials that are relevant to the specific problems identified in their assessments
The team also wanted to use instructors' data to conduct research into the factors that lead to better learning.
PhysPort asked me to help them design the Data Explorer: a website that would allow teachers to upload the results
of their tests, visualize and analyze the results, and compare to the results of their peers. I led a team of two
designers and managed the $74k budget for this five month project.
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Challenges Created by Sandy Martinuk
Page 5 of 33
ChallengesTo support their goal of conducting research and to offer relevant teaching recommendations, the PhysPort team
wanted their users to specify information about their university, class, students, and teaching methods. The design
needed to make it easy to fill out a lengthy form while uploading test results, and inviting to add additional info
afterwards.
The upload process needed to provide a smooth workflow for single datasets as well as for large bulk uploads of
data.
The design needed protect professors' and students' anonymity and build trust so that faculty knew that their data
would be protected.
The visualization engine needed to offer simple results immediately, but also invite deeper exploration and analysis.
It also needed to support diverse reporting needs, from looking at a single dataset for a novice user up to
sophisticated reporting on an entire department's worth of data.
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - User Research Created by Sandy Martinuk
Page 6 of 33
I remotely interviewed 10 physics
faculty and department heads to
uncover their needs and
expectations around assessment.
We assessed faculty's differing
attitudes and needs around
classroom assessment to
construct personas.
Process - User Research
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Personas Created by Sandy Martinuk
Page 7 of 33
Based on user research, we
constructed 5 personas and
identified their key tasks and pain
points.
I facilitated strategy sessions with
stakeholders to refine and prioritize
personas. We decided to focus
our design on three of the
personas, summarized here.
Process - Personas Personas
Name Paul Raphael David Tim Marge Role Doubter Motivated Novice Benchmarker Seeker Proto-Researcher Occupation
Key Quote "The entire assessment
movement seems to ignore that we are already assessing out students"
"... make it useful for the students. I mean at the end of the day, that's all I really care about."
"The ability for faculty to compare what they are doing with other faculty would be really useful and spur them on to improve their teaching."
"We're driven by data and cause and effect. If the data shows that the students are getting more out of the course, then that gives you reason to change."
"It's hard to argue that you don't want data about what your students are learning in your class."
Goals & motivations
• Not convinced that PER techniques offer anything more than traditional/current methods
• Assessment to reaffirm validity of current teaching methods
• External pressures for assessment.
• Thoughtful teacher who cares about student learning.
• Traditional background or new to teaching.
• Acknowledges that there are challenges with traditional teaching/assessing methods.
• Time-pressured
• Interested in the result of assessment: the number.
• Running assessment to compare results.
• Pragmatic optimizer. • Prefers summary
information.
• Generally curious and interested in student learning improvement.
• Asks questions which lead to change / improvement.
• Wants to find suitable existing tools.
• Internally motivated.
• Has questions or needs beyond PER.
• Wants to assess new aspects of students understanding / development.
• Has a strong need to do more analysis of assessment results.
!
Raphael, the Motivated Novice needs the site to be simple and straightforward. He needs clear results, and actionable insights. We developed our recommendations with Raphael in mind.
David, the Benchmarker, just wants to get the score for his assessment as quickly as possible. The result needs to be quick and obvious, but we also want to give him easy ways to dig deeper.
Tim, the Seeker, is looking for a deeper understanding of his results. He wants sophisticated tools for detailed reporting, and for comparing across many datasets. He likely already has lots of data waiting to upload.
We didn't design for Marge, as her needs are already met by her existing tools.
We didn't design for Paul, as he isn't very interested in assessments.
1 23
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Example Workflow Created by Sandy Martinuk
Page 8 of 33
Ideal Usage Flows: RAPHAEL (Motivated Novice)
What do my assessment results mean?
Home%
Compare%with%students%like%mine%Data%%
Visualizer%%
CASE:&&unverified/unregistered&user&
Data%%Visualizer%
Upload%Wizard%
1%
Upload%Wizard%
2%
Upload%Wizard%
3%
Upload%Wizard%
4%
• File%upload%• Assessment%
info%
• Confirm%columns%
Other%InformaDon:%• School%• Teaching%method%• Demographics%
Examine%InterpretaDons%
Share/%Print%
• “Students%like%mine”%on%by%default%
InvitaDon%to%add%more%data%• “Compare%to%students%like%mine”%• “Enrich%data%set”%• “Split%data%set”%
Other%InformaDon:%• School%(required)%• Teaching%method%• Demographics%
UConfirmaDon%UCreate%Username/%Password%
If%service%is%interrupted%can%we%resume%session%with%only%
session%cookie?%
%Can%we%show%unverified%users%any%
data?%
Can%we%show%“Students%Like%Mine”%to%an%unverified%user?%
I facilitated working sessions with
stakeholders to identify 13 high-
priority workflows which address
each persona's key needs and
pain points.
This example slide shows the
workflow for Raphael to upload and
visualize his assessment result.
Slides like this one were used to
anchor discussion with the
stakeholder team and drive
consensus around the ideal
solutions.
Process - Workflows
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Sketching Workshop Created by Sandy Martinuk
Page 9 of 33
Process -Sketching Workshop
After clarifying the personas and
their needs, it was clear our users
were very excited about charts!
To generate ideas for our
visualization engine we facilitated a
full-day sketching workshop with
the stakeholder team.
Key functions and flows within the
visualizer were tackled one at a
time. Small teams produced
sketches that were discussed and
refined through several rounds of
critique.
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Usability Testing Created by Sandy Martinuk
Page 10 of 33
Process - Usability Testing
We constructed preliminary
wireframes and build them into an
InVision interactive prototype.
This prototype was used for
usability testing with 8
participants.
All major workflows were validated
(although of course we made
some tweaks).
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Data Explorer Wireframe Created by Sandy Martinuk
Page 11 of 33
The Data Visualizer is the main interactive display of users' assessment results.
This view foregrounds the chart and key result in a simple and
straightforward way to meets the needs of our novice personas.
However, it also invites
exploration and provides sophisticated reporting tools for our advanced persona.
Solutions - Data Visualizer Wireframe
Tabs provide quick shortcuts to invite exploration of other reporting tools
Chart is featured - people came here to see their data!
Primary action lets
users discover that this tool
can handle lots of data at
once
Prominent summary of score for Benchmarker
Interactive axis controls invite exploration of
other perspectives on
dataIn-context recommendations provide suggestions for action and invite users to explore the rest of the site
Aggregated, anonymized data
from other contributors is
used to construct "Students Like
Yours" and "National Median"
data
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Annotations Created by Sandy Martinuk
Page 12 of 33
Solutions -Wireframe Annotations
To fully specify this highly-interactive project we produced a total of 49 wireframes to document 19 distinct screens with associated menus, overlays, and interactions.
Here are some samples of the wireframes we produced to show:
1. Main navigation
2. Onboarding tips
3. Axis menus
4. Hover effects
1
3
2
4
Sandy Martinuk | UX Design Portfolio PhysPort Data Explorer - Outcomes Created by Sandy Martinuk
Page 13 of 33
"Sandy's designs are clean and clear, a difficult task for such a highly complex, interactive site. He works closely and very well with other team members. I'm very pleased at how the project team, with Sandy's help, works on design, content, and usability together.
I would be pleased to have Sandy on any research, development, and design project."
Ginny Redish Data Explorer External Supervisor Author, "Letting Go of the Words"
"Sandy's team has helped us to transform a very complex problem into a clear and powerful design. He helped us to clarify the Data Explorer into something that will be incredibly valuable (and usable) for teachers nationwide. I am extremely excited about this project, and would recommend working with him to anyone."
Sam McKaganDirector, PhysPortAmerican Association of Physics Teachers
OutcomesThe designs were completed in
January of 2014 and were
reviewed by an external usability
expert.
The prototype has been featured
at national and international
conferences, and educators are
eager for its launch.
The project is currently under
development and is expected to
launch its beta by fall 2015.
Sandy Martinuk | UX Design Portfolio Interlude - the power of prototyping Created by Sandy Martinuk
Page 14 of 33
Interlude - the power of prototyping
I have been exploring the power of prototypes and videos for documentation
Click the video or see http://quick.as/gQqps53a for an example
0:00 / 4:59
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Introduction Created by Sandy Martinuk
Page 15 of 33
InsuranceFlow*IntroductionInsuranceFlow is a small startup that offers a B2B insurance marketplace for specialized kinds of health insurance.
Their existing app mediates transactions between Insurance Administrators and Insurance Providers. The general life cycle of the transactions is:
⁃ Administrators publish RFPs
⁃ Providers review the RFPs, and submit quotes for some of them
⁃ The Administrators review the submitted RFPs and choose one for their clients
This exchange is traditionally done via person-to-person communications withe established business relationships.
InsuranceFlow asked us to help them add functionality to their marketplace that would encourage and enable their users
to move beyond established business relationships and interact with a much larger pool of users.
*Not the real name of the company
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Challenges Created by Sandy Martinuk
Page 16 of 33
ChallengesThe key goal of the design changes is to enable users to interact with a large marketplace of RFPs and Quotes.
To avoid email overload in this larger marketplace, we needed to enable for one-to-many communication to answer
questions about the RFPs and Quotes (rather than emails or phone calls).
We also needed to provide the Insurance Administrators with tools to shortlist and compare large numbers of Quotes.
It was also important to support users' existing practices of working with a small number of trusted partners, while
encouraging them to develop new business relationships.
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Process Created by Sandy Martinuk
Page 17 of 33
ProcessWorked as solo UX contractor to conduct discovery, strategy, wireframing, and project management
Managed all client interactions, project schedule, and $50k budget
Interviewed stakeholders to identify personas and ideal workflows
Used rapid iterations and sketching to develop desktop and mobile wireframes for 4 key user stories for the
Insurance Administrator and Insurance Provider personas
Focused on clarifying implicit and explicit communication between admins and RFPs. The metaphor of "passing the
ball" back and forth emerged, and it was clear design needed to foreground that
Worked with clients' developers who coded the front end as we went along to provide timely feedback and design
adjustments as needed
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Personas & Workflows Created by Sandy Martinuk
Page 18 of 33
The need for secrecy and speed
prevented extended discovery on
this project, so we relied on
stakeholder interviews to identify
personas and workflows.
I facilitated strategy sessions with
the stakeholders to clarify the
requirements and prioritize the
workflows.
Process - Personas
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Example Workflow Created by Sandy Martinuk
Page 19 of 33
This workflow is for an insurance
administrator reviewing quotes.
Detailed comparison of quotes is
very complex, but an initial short-
list can be created by comparing a
few key metrics.
This workflow demonstrates initial
review of ongoing RFPs, creation
of a shortlist of quotes for a
particular RFP, and finally detailed
comparison of shortlisted quotes.
Process - Workflows
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Administrator Dashboard Created by Sandy Martinuk
Page 20 of 33
This wireframe provides an
overview of all open RFPs and
their associated insurance types
(or "products").
Insurance administrators can
review progress of each RFP at
collecting quotes, and drill down
to review quotes in more detail.
This wireframe includes some
visual design elements to
represent the colors of an ongoing
re-branding.
Solutions -Administrator Dashboard
A Q&A mechanism allows Administrators to answer questions on any RFP, which are then visible to the entire marketplace
Dashboard lets administrator manage large numbers of RFPs and decide when to drill down to compare and select quotes
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Administrator Quote Overview Created by Sandy Martinuk
Page 21 of 33
This page allows broad
comparison of quotes via a few
key metrics.
Primary action (comparison of
quotes) is clearly called out.
Filter toggles allow a focus on
"preferred providers", allowing
administrators to maintain
existing business relationships.
Solutions - Quote Overview
"Preferred Providers" feature allows marking favored business partners
View toggle lets administrators quickly switch between only seeing quotes from preferred business partners or from the entire marketplace
Page is clearly laid out for comparison of a few quote characteristics. Bold primary action invites user to proceed to a more detailed quote comparison
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Administrator Detailed Quote Comparison Created by Sandy Martinuk
Page 22 of 33
Multiple Primary Actions
Solutions - Detailed Quote Comparison
After
Before
Single Primary Action
Jumbled column alignment
Consistent column alignment
High priority metrics buried at bottom of list
High priority metrics at top of list
Multiple, confusing column actions
Single, clear column action
Uses X to represent removing a quote from comparison
Uses X to represent removing a quote from comparison
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Mobile Wireframes Created by Sandy Martinuk
Page 23 of 33
Solutions - Mobile Wireframes
The mobile wireframes enable users to quickly review the larger number of RFPs and quotes, and enable quick
communication. Here are a few key screens that enable the Insurance Provider stay on top of new RFPs.
Overview of new RFPs to help
manage larger marketplace
Insurance Provider Dashboard RFP List (filter panel open)
RFP Details (Q&A panel open)
Activity stream to stay current with communications
Quickly focus on preferred business
partners
Search-then-ask Q&A flow to
reduce duplicate communication
Quick actions for processing new
RFPs
Filters allow providers to focus on their preferred
niche
1 2 3
Sandy Martinuk | UX Design Portfolio InsuranceFlow - Outcomes Created by Sandy Martinuk
Page 24 of 33
"Working with Sandy was an absolute pleasure. Not only are his design skills terrific, but his ability to facilitate design meetings and work with end users to truly understand their needs and desires (even when they have a hard time articulating what they are trying to say) might be even more valuable. I can't speak highly enough of Sandy and I really look forward to being able to work with him again someday"
Mike Farley President & Co-Founder of InsuranceFlow, Inc
OutcomesThe project was completed in
summer of 2014.
InsuranceFlow developed the front-
end designs immediately.
Implementation is underway, but is
currently suspended pending the
acquisition of the company.
Sandy Martinuk | UX Design Portfolio TestBase - Introduction Created by Sandy Martinuk
Page 25 of 33
IntroductionTestBase is an international academic publisher that offers a variety of different online assessments which enable
teachers and administrators in K-12 education to monitor their students and programs.
These assessments are used by a variety of district and school personnel to plan, schedule, conduct, and report on
tests.
Because many of their current assessments were acquired by purchasing other companies they are hosted on different
platforms which overcomplicates the experience of their users.
ChallengeTestBase asked us to help them plan a centralized platform for hosting all of their online assessments. They needed
an understanding of how to build a system that would meet the core needs of their diverse users, address the pain
points of their current system, and they needed a strategy for designing and developing it.
TestBase*
*Not the real name of the company
Sandy Martinuk | UX Design Portfolio TestBase - Product Life Cycle Created by Sandy Martinuk
Page 26 of 33
We interviewed 10 stakeholders
and 5 users to develop an
understanding of the existing
products.
To frame our understanding of the
users' experience of the entire
product, we developed a
representation of the product life
cycle.
This cycle enabled us to clarify the
various business and user needs
at different stages, and to clarify
the roles and interactions of each
persona
Process -Product Life Cycle
Sandy Martinuk | UX Design Portfolio TestBase - Personas Created by Sandy Martinuk
Page 27 of 33
We developed four key personas,
1. District Administrator
2. School Administrator
3. Principal
4. Teacher (shown here)
We illustrated each persona's
engagement with each phase of
the product life cycle. Because
coordination between user types
is so important, we also called out
the key interactions between
personas during each phase of
the life cycle.
Process - Personas
Sandy Martinuk | UX Design Portfolio TestBase - Pain Points Created by Sandy Martinuk
Page 28 of 33
Based on our research, we
identified the key pain points for
each persona within the product
life cycle.
We used the pattern in pain points
to inform the overall strategic
recommendations as well as the
specific workflows.
Process - Pain Points
Sandy Martinuk | UX Design Portfolio TestBase - Design Principles Created by Sandy Martinuk
Page 29 of 33
We identified three design
principles that address patterns in
the pain points in TestBase's
existing products.
These principles are based on
broad areas of weakness in
TestBase's existing user
experience, and as such offer
opportunities for improvement
across personas and workflows
throughout the product cycle.
Solutions - Design Principles
Sandy Martinuk | UX Design Portfolio TestBase - Workflows Created by Sandy Martinuk
Page 30 of 33
We identified the highest-priority tasks for each of the personas, and developed 10 key workflows to illustrate them.
In addition to using best practices in UX design, we incorporated
our key design principles into each workflow in order to eliminate the users' pain points.
Here we show the workflow for a teacher reviewing the results of an assessment and planning student interventions to address any issues.
Solutions - Workflows
Communication is foregrounded - it's easy to generate and send reports to parents.
Offering appropriate curricular materials in context as well as tools for contacting other school staff make it easy for teachers to engage with the results of their assessments
Sandy Martinuk | UX Design Portfolio TestBase - Strategy Created by Sandy Martinuk
Page 31 of 33
To allow the client to build out this
project in smaller pieces, we
recommended designing the site
in modules of related workflows.
This approach enables the client
to design, construct, and test
smaller portions of the site in an
agile fashion.
Solutions - Strategy
Sandy Martinuk | UX Design Portfolio TestBase - Outcomes Created by Sandy Martinuk
Page 32 of 33
OutcomesTestBase's stakeholders were very pleased with the report, which was delivered in November 2014.
At the moment, they are making use of the report to secure internal funding for further design and development of their
next-generation assessment platform.
Sandy Martinuk | UX Design Portfolio Conclusion Created by Sandy Martinuk
Page 33 of 33
In my pursuit of elegant solutions, I bring the following skills to bear:
⁃ I am an expert Facilitator, and skilled at asking the right questions to
uncover assumptions and objectives
⁃ I am a versatile Researcher, and adept at using multiple methodologies
⁃ I have a proven track record as a Project Manager, with large budgets
and quick deadlines
⁃ I am a capable Designer of complex experiences for desktop and mobile
⁃ I am a keen Strategist with a passion for finding the win-win solutions that
benefit both the business and the consumer
Please don't hesitate to contact me if you have any questions or feedback on
my portfolio.
So what am I bringing to these projects?
Design
ResearchFacilitation
Project Management
Strategy
http://ca.linkedin.com/in/sandymartinuk
@cognitiontec