UX Audit: A quick guide for beginners [2021]

A User Experience Audit (UX Audit) is a great way to pinpoint your less-than-perfect areas. We have broken down UX sections to highlight what is necessary to equip teams with the basic knowledge required to conduct your first User Experience – UX audit.
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    A User Experience Audit (UX Audit) is a great way to pinpoint your less-than-perfect areas. Here is a quick get-started guide for beginners.

    A UX audit is a useful tool to improve conversion rates and analyze user behavior. The UX audit will give you an overview of what’s important and how to use it effectively.

    A UX Audit is not only useful for conversions, but can be used as part of usability tests, or even surveys with users.

    We have gone ahead and broken down the UX sections below to highlight what is necessary to equip teams with the basic knowledge required to conduct your first User Experience – UX audit.

    1. What Happens During a UX Audit?

    UX auditors have a variety of processes tools and metrics at their disposal to analyze your sites and products to ascertain what is (and isn’t) working.

    • Review your business and user objectives
    • Analyze your customer data
    • Investigate your conversion rates.
    • Analyze sales goals and metrics vs traffic and engagement – or have a company do it for you – eg. RADHR: Data Science As a Service.
    • Review your payment and compliance data
    • Analyze current usability taking into account UX Standards and Best practice.

    When performing this UX audit – as a guide for beginners – it’s not unusual for wireframes and prototyping to be developed to help understand problems, raise questions and demonstrate future functionality. 

    A report will usually be produced as an outcome of the audit that explains clearly:

    • What is working and isn’t working with the current site/product.
    • What metrics are being collected that are performing best… being most utilized.
    • What metrics are not being collected that need to be added?
     

    BIG QUESTIONS

    • What data have you uncovered about your customers?
    • What data is missing?
    • What do your customers need that you are not providing?
    • Have you tried to engage with your audience or collect metrics? What was the impact?
     
     

    2. When should you do a UX Audit?

    There is no ‘specific time’ that a UX Audit must be run… having said that to guide beginners a really useful time to complete this task is at the very beginning stages of a website, web application, app, or similar redesign project.

    If budget allows, it is best to have external parties perform this work so that it can remove bias from the process.

     

    3. What do You Need to Get a UX Audit Done?

    When completing a UX Audit it’s best to rally the team. Even as a beginner you should involve your various team members to get a really broad cross-section of the company – think designers, developers, product strategists and business managers.

     

    4. What to include in my UX Audit

    Similar to a financial audit report – the basis of the UX Audit prepare your information to help identify:

    • what is not working
    • what is working
    • what things are keeping you from getting results.

    Most audits will be conducted in the following stages:

    1. Gather all your important Data points.
      – User Inputs (Teams, Experts, Surveys)
      – User Data (Metrics, Analytics, Tracking)
      – Sales Data (Goals, Pipelines etc)
      – Conversion Data (Payment Data etc.)
      – Standards (UX Best Practice)
      – Supporting Data
    2. Validate your results
    3. Review Any Trends with the data – Data Science/Data Intelligence is your friend!
    4. Report your findings.
    5. Provide data driven recommendations.
     

    5. Pro Tips

    A suggestion we have if you’re new to conducting UX Audits is that when adding elements to this report try to keep it to where you are currently at in your journey. Add things that make the most sense to your site/app/product rather than over extending yourself. Keeping things simple in User Experience is often the best way to go.
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