2023

Askable Notes & Playback

2023

Askable Sessions

Designing a seamless way to analyse and synthesis user interviews

Designing a seamless way to analyse and synthesis user interviews

Askable initially started as a recruitment platform to help UX researchers and designers find participants for user testing. However, they aimed to expand beyond recruitment to support the entire UX research process. This led to the launch of Askable Sessions.

In 2023, Askable Sessions aimed to enable customers to extract data from interviews and share those insights with stakeholders.

As the product designer for Askable Sessions, I developed a method for customers to analyse and synthesise their interviews. This process allows them to easily add highlights as evidence when creating insight reports to share with stakeholders.

Company

Company

Askable

Role

Role

Product Designer

Timeline

Timeline

4 months

Responsibilities

Responsibilities

Research

Interaction Design

Visual Design

Prototyping

The problem

The problem

The problem

With the launch of Sessions video interviewing tool and Playback, customers could easily conduct and rewatch their user interviews. However, when it came to extracting data to identify common themes as part of the research process, they had to migrate the videos to other tools due to the lack of such functionality on Askable.

How might we...

How might we...

How might we...

Enable researchers to create highlights from interviews, organise them as needed, and add them to an insight report as supportive evidence.

Design Solution

Design Solution

Designing the solution

Designing the solution

Designing the solution

During this mission, our team decided to split into two squads. One squad focused on designing and developing the report document builder, while the other squad, including myself, focused on the highlights, tags, and reels features. In the next section, I will detail the final solutions and then discuss the research, design exploration, and collaboration processes that led to these outcomes.

Creating highlights & tags

Creating highlights & tags

Creating highlights & tags

While working on this project, I conducted multiple continuous discovery interviews with customers to understand their research processes. I learned that many researchers primarily used transcripts to analyse and synthesise data from user interviews. After several design iterations, I focused on allowing customers to easily highlight important sections of the transcript and tag them as needed to organise common quotes together.

Viewing notes

Viewing notes

Viewing notes

In my designs, I needed to find a way to visually display notes taken during the call by both researchers and observers. I decided to place the notes alongside the transcript, based on their timestamps. This allowed customers to easily locate notes within the transcript according to when they were taken during the call.

Adding highlights to a report

Adding highlights to a report

Adding highlights to a report

In collaboration with my lead product designer, I worked with the other squad to design the insights report builder. Within this scope, my focus was on how customers could search for and add relevant highlights to the report. To accomplish this, I designed a panel that allows easy searching, filtering, and adding of the necessary highlights to the report.

Creating a highlight reel

Creating a highlight reel

Creating a highlight reel

Through my research, I found that customers wanted a way to combine multiple highlights to tell a cohesive story in support of an insight. Here, I designed a way for customers to create a highlight reel, edit it as needed, and add it to the report to support an insight.

Managing tags

Managing tags

Managing tags

To manage the tags created from highlights, we released a tags management page. Here, customers could edit, add, search, delete, and merge tags as needed. We also introduced tag descriptions to provide additional context for tags, making it easier for other team members to understand and use them effectively.

What happened within 3 months of Beta release?

What happened within 3 months of Beta release?

What happened within 3 months of Beta release?

2,457

2,457

2,457

Highlights created

Highlights created

Highlights created

Within 3 months with 38+ active teams in our beta release 2,457 highlights were created.

Within 3 months with 38+ active teams in our beta release 2,457 highlights were created.

Within 3 months with 38+ active teams in our beta release 2,457 highlights were created.

386

386

386

Tags created and used

Tags created and used

Tags created and used

386 tags were created within teams to organise quotes, findings and patterns.

386 tags were created within teams to organise quotes, findings and patterns.

386 tags were created within teams to organise quotes, findings and patterns.

304

304

304

Insight reports shared

Insight reports shared

Insight reports shared

304 insight reports were created and shared with stakeholders, contributing to a growing repository of customer insights

304 insight reports were created and shared with stakeholders, contributing to a growing repository of customer insights

304 insight reports were created and shared with stakeholders, contributing to a growing repository of customer insights

223% increase in Askable Plus in 2023

223% increase in Askable Plus in 2023

223% increase in Askable Plus in 2023

Towards the end of 2023, with the help of the new Askable Session features, Askable Plus projects grew by 223% compared to 2022. This growth was driven by the ability for customers to maintain a digital repository of all their project insights, created by Askable Plus researchers.

Process

Process

Process

Research

Research

Continuous discovery interviews

Continuous discovery interviews

Continuous discovery interviews

Throughout the entire project, I conducted 1-3 continuous discovery interviews each week. This allowed me to explore the problem space and understand how UX researchers and designers analyse and synthesise their work, enabling me to make design decisions based on real evidence rather than assumptions. Here are a few key opportunities I discovered:

No time for research

No time for research

No time for research

A significant portion of researchers' time is spent analysing and synthesising interviews, compared to conducting moderated research. The current process is very manual and time-consuming.

Codebook and tags

Codebook and tags

Codebook and tags

Whether they are using a canvas tool like Miro, or transcription tools like Dovetail, researchers have specific criteria they are looking for and utilise tags or a codebook to organise their findings.

No clips in reports

No clips in reports

No clips in reports

Researchers typically present their findings in presentation slides and often do not include video clips of the interviews because it is too manual create them.

Researchers typically present their findings in presentation slides and often do not include video clips of the interviews because it is too manual create them.

AI to streamline process

AI to streamline process

AI to streamline process

Whether it's using ChatGPT to identify themes within transcripts or tools like Grain to create automatic highlights, researchers are beginning to utilise AI tools to streamline and expedite their processes.

Whether it's using ChatGPT to identify themes within transcripts or tools like Grain to create automatic highlights, researchers are beginning to utilise AI tools to streamline and expedite their processes.

No clips in reports

Researchers typically present their findings in presentation slides and often do not include video clips of the interviews because it is too effortful to manually create them.

AI to streamline process

Whether using ChatGPT to identify themes within transcripts or tools like Grain to create automatic highlights, researchers are beginning to utilise AI tools to streamline and expedite their processes.

Design Exploration 1

Design Exploration 1

Create highlight from the video

Create highlight from the video

Create highlight from the video

Once I had my research insights, I started exploring potential concepts for solutions. One idea was to create highlights directly from the video. However, after testing this idea, several usability issues emerged. I quickly learned that customers preferred using transcripts to find relevant quotes rather than the video itself. Based on this feedback, I decided to prioritise using the transcript as the primary method for creating highlights.

Design Exploration 2

Design Exploration 2

Reels as a separate feature

Reels as a separate feature

Reels as a separate feature

Another idea I explored was having highlight reels as a standalone feature, enabling customers to create, edit, and share reels independently. However, after testing this idea, I found that reels are only truly powerful when they support an insight. Therefore, I decided to pivot away from having reels as a standalone feature and instead incorporate them into the insight report.

Design Exploration 3

Design Exploration 3

AI-generated highlights

AI-generated highlights

AI-generated highlights

Based on my continuous discovery interviews, I wanted to explore an idea that would utilise AI to streamline the process. I came up with the concept of using AI to automatically turn notes taken during the interview into highlights. However, after testing this idea, I found that customers use notes in many different ways, and having notes automatically become highlights could be quite disruptive in the long run. Because of this, the team and I decided to keep notes and highlights separate and consider integrating AI as a separate feature to be released in the future.

Design Refinement

Design Refinement

Building out the different flows

Building out the different flows

Building out the different flows

Once I had a clear idea of the design direction, I created a task flow to consider all potential scenarios and use cases. Then, I started designing the flows and prototypes in Figma, including annotations and notes for developers.

Handoff

Handoff

Supporting developers

Supporting developers

Supporting developers

At Askable, we don’t have product managers, so the designer typically takes on this role. For this project, I ran a story map session with my development team to scope out the different releases. This collaborative approach helped us decide what to focus on to remain lean while still delivering a complete experience.


After the session, I set up the tickets on Linear with the necessary designs and worked closely with the developers during the build, reviewing their work and collaborating throughout the process.

Key learnings

Key learnings

Key learnings

The power of discovery

Through this project, I learned the power of discovery. Having weekly conversations with customers helped me design solutions that were closer to reality and truly addressed their problems, rather than relying on my own assumptions.


Go wide then narrow your focus

In this project, I explored different ways of solving the problem and tested various solutions to see which one would work best. I learned the value of starting a project by generating as many ideas as possible. Often, the best ideas emerge when many ideas are generated.


Be a leader and collaborate

To ensure the project was completed on time, I worked with multiple developers on different parts of the project simultaneously. This required me to support them not only with design requests and reviews but also by managing scope, tickets, and delivery. This experience allowed me to hone my skills in both collaboration and leadership when working with engineers.