UX Planet - Medium 08月25日
设计流程:方法与臃肿的辩证关系
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本文探讨了设计流程的本质,旨在破除其“冗长”的刻板印象。作者强调,方法论和系统性的严谨并非时间浪费的同义词,而是高效完成任务的关键。文章指出,将用户研究、数据分析等视为“锦上添花”而非必需,是导致流程看似臃肿的原因。真正的设计流程应是学习、反思和整合多方观点的过程,以系统性的方法应对挑战,而非逃避。通过与专业人士沟通,理解设计流程的价值,可以更负责任地规划和执行项目,从而在可控的时间内实现目标。

🧐 **方法论不等于冗长**:设计流程的核心在于“方法论”和“系统性”,即有条不紊地进行工作。这并不意味着流程必然冗长或浪费时间。通过高效且系统化的任务执行,可以实现时间效率,同时保持严谨性。

❌ **“臃肿”源于忽视基础**:“臃肿”的观感往往来自于忽视了诸如用户研究、数据洞察、分析以及充分理解问题陈述、用户/客户和价值主张等关键环节。这些被视为“锦上添花”而非必需的活动,恰恰是避免后期出现问题的关键,也是以人为本设计原则的体现。

💡 **学习与反思是关键**:设计流程的成功离不开持续的学习和反思。这包括高效解析信息、拥抱新事物、实验以及走出舒适区。流程更像是指引方向的灯塔,提供指导和信心,帮助团队穿越挑战,最终达成目标。这需要多方观点的融合,并通过教育和经验来完善。

🗓️ **负责任的规划与执行**:在启动项目前,与领域专家沟通,了解设计流程如何发挥关键作用至关重要。讨论时间线、人才、资金、活动和预期成果,确保所有变量都得到充分考虑和清晰呈现。方法论和严谨性意味着负责任、有意识并为未来做好更充分的准备,而非无休止地耗费时间。

The topic for this article is in reality a sequel to one I wrote about in 2024 (you can read that first installment here). In that article I explained the reasons as to why the Design Process can at times be perceived as a lengthy one, and what factors influence it. I also provided some color to this topic courtesy of some products and engagements I went through in the past that are revelatory of processes that can be labeled “long” and “short”. This “sequel-article” is a more succinct follow up, and I’m aiming to dispel the concept of Process as something bloated. Hopefully what I’m about to write will spark some conversations/discussions/reflections, which is ultimately what I always aim to be a catalyst of.

Methodical. Merriam-Webster defines “Methodical” as “habitually proceeding according to method: systematic”. Somehow the association that the Design Process is tied with a lengthy set of tasks that requires a considerable amount of time has been imprinted for some professionals in the Technology field, typically those who are more on the periphery and have a very superficial knowledge of what the process actually entails. I’m going to reinforce that for a Design process to be successful, it requires a methodical approach to it, one that is tied with being thorough and systematic in its diligence. However, being methodical and thorough is not a synonym with being time wasteful or simply wasteful in general. One can be time efficient, while still being methodical and systematic on how tasks are achieved.

Bloated. Merriam-Webster defines “Bloated” as “often used figuratively to describe something as having grown excessively large”. I’ve witnessed across many teams I’ve worked with in the past, that usually the people raising the alarm on the length of the Design process, are usually the ones who think there’s virtue in cutting corners. These are usually the professionals for whom activities such as “user research”, “data insights”, “analytics”, and generally speaking, gaining a better understanding of the problem statement, users/clients, value proposition, and actually testing concepts before building them, are all “nice to have” and not essentials (essentially the principles of Human Centered Design). And these individuals are also usually the ones who are nowhere in sight, when something invariably goes wrong (and something always goes wrong), because some or all of those activities were bypassed, in order to “save time and money”, in what ultimately comes back to wreak havoc on what has been built (one way or another). I’m going to reinforce it once again: being systematic and thorough isn’t synonymous with bloated. The activities at the core of Human Centered Design don’t have a rigid number of days/weeks/months/years to be accomplished. They can be leveraged according to the available resources, and according to what teams can provide. Most of the fear and pushback in adopting the Design process, at least from what I have observed, comes from insecurity of those who are unfamiliar with it, and therefore try to undermine it before even trying to embark on it. Or those who have practiced it, and done it wrongly, or through a unique lens, and therefore have a distorted experience of it, one that makes them resent the virtue of the process itself. Either way it is usually professionals who refuse to partner and go beyond their comfort zone, and who implicitly (and sometimes explicitly) go on a path of sabotaging the endeavor.

Learn. Merriam-Webster defines “Learning” as “knowledge or skill acquired by instruction or study” and also “modification of a behavioral tendency by experience (such as exposure to conditioning)”. A large aspect of working in Technology, is about being able to parse through a considerable amount of information, efficiently, selecting what is pertinent for the professionals in the field to make good choices. It’s also about understanding the constant voracious apetite for what is new, for experimentation, for pushing the boundaries of what can be done. And ultimately being pushed out of one’s comfort zone (both as a creator and consumer of technology). Following a process is not about having a comfortable blanket of tranquility or even a shelter that avoids a storm altogether. It’s more about having a beacon, one that provides guidance and reassurance that while the storm is raging, there is indeed something that can guide us through it. That there is a destination ultimately. And while the Design Process may seem at times an Herculean-type series of tasks, that will take on forever, these are in fact, at least when managed by professionals who are experienced to tackle them, achievable in a sensical timeline, one where the benefits one reaps of going through it can be witnessed fairly quickly. The reason I started this point with “Learn” is that in order for this process to be successful, it has to be a convergence of so many points of view, but all of them have to be integrated through a well informed lens, and that is something that only becomes a reality through education.

Reflect. It’s ironic that across the many teams I’ve worked with and even during interviews I performed with various business representatives/organizations for different research endeavors, there’s always expressions that are repeated over and over again. “We had to do everything so rapidly…”, “”We were learning as we were going, we couldn’t stop…”, all sorts of expressions that come across as justifications for what were, at times at least, some questionable decisions. I’m a firm believer that every situation is indeed a learning one, whatever that situation may be. However I’m also very much a firm believer that informed decisions are the best ones, particularly when those decisions involve funds, time, and talent. If you are indeed in a position to set some solutioning endeavor in motion, and before jumping into it without considering how all variables come together, and in particular Design and its process, take the time to discuss with professionals in the field how a well applied Design process can make all the difference. Discuss timelines, talent, funding, activities, outcomes, alignment with other directives. The goal is to bring all these variables to the forefront, and to be able to position them in a way where everyone understands their role, tasks, costs, and just how a timeline will be established. Being thorough and methodical doesn’t mean taking forever: it means being responsible, aware, and better prepared for what comes next.

I’ll end this article with a quote from Ralph Waldo Emerson:

“Nature is methodical, and doeth her work well. Time is never to be hurried.”

Design Process: Methodical versus Bloated was originally published in UX Planet on Medium, where people are continuing the conversation by highlighting and responding to this story.

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Design Process UX Design Methodology Efficiency Human-Centered Design Reflection Learning Project Management 设计流程 用户体验 方法论 效率 以人为本 反思 学习 项目管理
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