You’ve created a new process. How do you ensure that it’s user-friendly?

I think that besides identifying your users it is really critical to involve them in the process creation. Their input and experience can be invaluable to bring about the best results. In addition it brings about unity throughout the team by making them know they are valuable, wanted and key resources to the success of processes and the company as a whole.

Clearly defined objectives, pre-requisites, well structured sections and under each section a matrix that explains 1. Who? 2. Will do what? 3. When? 4. If not then what? This basically aligns with the natural thought process of the individuals ensuring that the process is adoptive in nature and covers all the basics to reduce the probabilities of errors.

Don't forget every process output is someone else's process input, so also ensure you engage with the stakeholders that input or interface with you, and who the recipients are to ensure end to end process improvement/compliance

En base a mi experiencia en gestión de procesos, para asegurar el éxito en la implantación de un nuevo proceso al menos debemos considerar lo siguiente: 1.- Conocer en profundidad las necesidades del cliente/consumidor o usuario final, quien será el beneficiario del nuevo proceso. 2.- Asegurar que la gestión del cambio, el diseño, optimización y documentación de procesos este sujeto a una revisión periódica y sean participativos, de manera que los procesos sean mejorables y escalables en el tiempo. 3.- Diseñar procesos complejos o simples con una mirada minimalista y autoexplicativos, para que hasta un niño/a los pueda entender.

Based on my experience, I prefer including 1 or 2 questions in the survey to gain a deeper understanding of what the majority of users expect. Additionally, I review studies on best design practices for the target user group. Subsequently, I conduct usability testing with the user group and sometimes with individuals representing anti-personas to ensure the design's effectiveness across different perspectives.

An extensive User Acceptance Testing by concerned stakeholders will be beneficial to find out the possible glitch associated with the process. It is equally important to perform usability testing to ensure the user interface is trustworthy and probable navigational complexities , if any , need to be taken care of. Lastly the process workflow requires rigorous validation to ensure it can deliver the desired outcome within the speculated time frame.

Compreenda quem serão os principais usuários do processo. Isso pode incluir membros da comunidade do LinkedIn, profissionais de diversas áreas, ou qualquer outra pessoa que possa se beneficiar do processo.

Entenda quem serão os usuários do processo. Isso inclui considerar suas habilidades, conhecimentos e experiências prévias relevantes.

Many great comments here, so maybe I will add that it is worth to consult with the person doing the business the longest, and the person who just started :) a fresh perspective is always great to challenge wisdom and habits

Esse passo consiste em tornar visualmente fácil o processo. Utilize a metodologia mais adequada para sua equipe. É extremamente importante avaliar quais informações precisam estar nesse mapa, para que você o utilize como uma verdadeira ferramenta de trabalho, agregando valor e não apenas como um diagrama.

Descreva o processo passo a passo, desde o início até o fim. Isso ajudará a visualizar o fluxo e identificar possíveis pontos de confusão ou dificuldade.

After gaining an understanding of the customer's requirements and the necessary actions to fulfill them, it is essential to visualize customer journey and the process. Step 1: Obtain a Clear Picture of Users - Utilize methods like interviews, surveys, and stakeholder analysis to understand user roles, needs, and expectations. Step 2: Create a Process Map - Visualize the steps, inputs, outputs, and decisions involved in the process. Step 3: Identify Tools for Process Mapping - Choose suitable tools such as flowcharts, swimlane diagrams, or value stream maps to represent the process. Step 4: Emphasize Simplicity and Accuracy - Ensure the process map is simple, accurate, and consistent to effectively communicate the process flow.

To make a sure that the newly designed process is user friendly, one should involve user who will be using the process from departments and background. Understand the current process that they are following and where’s the new process will take them. Make the users understand what paint points will addressed using the newly designed process and also explain them the benefits against the effort. There should be a set of bet users who are involved from beginning till the end.

Processes use data. To be user-friendly you need to ask just the minimum amount of data needed to execute the process. Ask for it at the beginning so there are no delays in the execution.

Visualize the user journey through your process by creating user flow diagrams, wireframes, or prototypes. Map out each step, decision point, and interaction to identify potential pain points or areas of confusion. Pay attention to the sequence of tasks, navigation paths, and user interface elements to ensure a seamless and intuitive user experience.

The simplest way to justify a necessary change or illustrate a process is through visual presentation. Mapping the process while highlighting added values, risks, and opportunities is crucial. A simple chart designed in Visio or even PPT should do the job.

I believe a simple to follow process map is a key tool in leading process improvement discussions. Users can suggest their improvement on each step and thus enables continuous improvement of that process.

I recommend crafting several parallel process maps to showcase different perspectives. For example, create an internal process map alongside a customer-facing one, offering a more detailed view of the entire process. This facilitates the identification of overlapping points where both viewpoints connect and have contact, thereby providing a more holistic understanding of the process. Furthermore, acknowledging that stakeholders may not adhere to all defined steps is crucial. Provide space for failures and workarounds in your process maps. This flexibility accommodates real-world scenarios and ensures an accurate representation of the situation. Embrace the notion that deviations can offer valuable insights into the dynamics of the process.

1. Talk to users 2. Map current processes using flow diagrams on paper 3. Use a flow chart tool 4. Send the flow chart to stakeholders for review and feedback 5. Collect feedback and update process

Realize testes de usabilidade com usuários reais. Isso pode ser feito por meio de protótipos interativos, testes beta ou observação direta do uso do processo.

Putting your process up against the worst case scenarios and most problematic users is more valuable than testing it in the perfect setting with the perfect user at the perfect time. Truly robust processes must be able to withstand when everything (and I do mean everything), go wrong. Consider that if it can happen, it will.

Testing needs to be staged from controlled testing against scripted use cases then proceeding to involving some users in the testing and finally a pilot to expose the process to real life users. If the users are involved in the design process then there is a reduced likelyhood they will be surprised when they test the process or use it during the pilot. The value of pilot programs is that your process is exposed to live work settings and scenarios that were not considered in the design process may surface. These can then be addressed before a full scale role out.

Get the process tested at lab scale by R&D team for user friendliness. Incorporate their feedback in large scale process design.

Conduct usability testing and user experience evaluations to assess the effectiveness and usability of your process design. Engage representative users in interactive sessions to observe their interactions, gather feedback, and identify usability issues. Use testing tools, heatmaps, and analytics to track user behavior and identify areas for improvement.

PDCA - 'Check' phase. This stage is where you need to perform the tests with the process and collect the information regarding the possible OIs and issues. These tests will provide and form a comprehensive Implementation Action List. There will be effective testing methods you need to consider, such as prototyping, 'run and rate' tests, and simulations. Prototyping is necessary to create a working model to help you test various aspects of the process, while the 'run and rate' tests are beneficial for you in evaluating the efficiency of the process under different conditions. As for simulations, they can predict and provide valuable insights into how a process will perform under diverse scenarios without you conducting a physical trial.

There are at least four parameters to measure: usability, functionality, solvability, and payability. Usable being the process' accesibility and difficulty of use; functional being the features' necessity in the eyes of the customers; solvable being the process' ability to solve real problems; payable being the process' ability to generate value or be paid for value.

Process testing strategies: Strategy 1: Fly on the wall 1. Articulate what you want the users to Think, Feel, Do 2. Be a fly on the wall and observe users engaging in the process. 3. Evaluate what the users are actually thinking, feeling, doing 4. Understand and address gaps Strategy 2 : Direct feedback 1. Take user feedback 2. Ask a key question 'Would you be disappointed without this process ?' 3. If 'yes' responses <70% rethink the process or evlauate if the user segment is correct.

O teste do processo precisa caracterizar o máximo possível uma situação real da operação. Você pode preparar simulações diferentes com usuários distintos e utilizar uma matriz para avaliar o melhor cenário antes do "go ahead" e SOP do processo.

Un proceso diseñado debe ser revisado por el equipo y usuarios clave y ser probado. Las pruebas de usabilidad, pruebas con prototipos o simulaciones del proceso ayudan a identificar mejoras adicionales.

Use insights gathered from user testing to iteratively refine and optimize your process design. Address usability issues, streamline workflows, and simplify navigation to enhance user satisfaction and efficiency. Prioritize user feedback and incorporate user-centered design principles to create a user-friendly experience that meets the needs of your target audience.

After identifying issues, there are various methods that can be used for identifying the core cause of these problems. A few such strategies include the 5 Whys, the fishbone diagram, or running improvement workshops. In order to make the process of discovering the root cause of issues as effective as possible, it is important to replace activities that are wasteful with processes that add value, instead of just adding steps. This can stop the process from becoming cluttered and can prevent it from turning into a process that's wasteful and does not run efficiently.

Com base nos resultados dos testes e no feedback dos usuários, faça ajustes e melhorias no processo para torná-lo mais intuitivo e eficiente.

To improve your process, we must invest in understanding what to improve. 1. Value adding processes: End customer directly pays for them like for example quality/timeliness of product/service delivery 2. Essential processes: Customer doesn't pay directly for these processes but are essential to deliver the service. Typical examples are maintaining employee onboarding standards, 3. Non-value adding processes: These are process wastages that have seeped in over companies' expansion cycle and must be optimised. Typical examples are unwanted waiting time, overprocessing, buffers - Value added processes must be given high investment - Essential processes must be optimised - Non value adding processes must be minimised

For this step feed back from customers are needed and implemented into the production process. A concept needs many ideas.There is no shortage of money, yet a shortage of good ideas.

I like to save this until you have a working end to end process developed and ready or implemented. There will always be changes for efficiency, ease or productivity. Document these items while developing your initial process but add them only when your initial basic process has been developed and delivered. Then address your "Improvement" list one by one, confirming that none of them conflict others.

Process mapping enables ongoing assessment and improvement of processes by identifying activities in the process that doesnt add value, duplication and handoffs.

Problem: Clearly define the issue at hand. Observation: Collect data to understand the problem. Analysis: Identify root causes of the issue. Action: Develop and implement solutions. Check: Monitor and measure the effects of the solutions. Standardize: Document and integrate successful changes. Conclude: Reflect on the process and outcomes for further improvement.

Once again pilot programs are ideal for identifying issues with the process before a full scale roll out. Kaizen is a powerful tool if your organization is open to it. Gemba is critical to seeing how work happens in real life vs. conceptually or as designed. Being open to feedback is very important because if a process design team is closed to feedback the process may not be optimal or the change management effort will be increased.

A partir de la etapa de pruebas y de la misma operación, surgen oportunidades de crear o aumentar valor para el cliente interno o externo, cómo también problemáticas que deben ser mitigadas o eliminadas, la solución dependerá de su naturaleza y su impacto en el proceso.

Documentation of a process includes identifying the scope (Start and End points) of the process, key activities, decision points. Involving participants and stakeholders by asking them redundancies and inefficiencies is the key. Map the process by keeping the informatio very clear, simple and complete.

Key collateral in a process document 1. Sponsor, reviewer details to lend credibility to the process document 2. Follow 15 second rule. At a first glance, anyone within the company should understand what the process is about. This can be followed by detailed views 3. Pictures speak more than words 4. Videos teach more than pictures

Documentar e criar manuais fáceis de entender, ajuda para que todos possam consultar quando surgirem dúvidas no meio do caminho. Lembrando que por ser um processo novo, é necessário treinar quem irá executar em primeira mão

Document your process design, including user personas, user flows, and design decisions, to ensure clarity and consistency across teams. Create user guides, manuals, or tutorials to help users understand how to navigate through the process effectively. Provide accessible documentation that is easy to understand and navigate, catering to users of varying skill levels and backgrounds.

This stage is the most important when it comes to process design. Depending on its complexity, a process can either be detailed in writing as a Standard Operating Procedure (SOP) that contains all the steps or documented as a series of detailed procedures. There is a strong emphasis on visually representing the process in all cases. A clear process map outperforms lengthy text every time.

While documenting your process, one will definitely be struck somewhere which throws a new idea to the developer or which needs to change your process. So all changes must be documented and pre and post documentation during the entire project is required to trace the changes

Use standards to document, like BPMN and ISO. It’s easier for everyone to understand, change and auditors love it (yes, your process is probably going to be audited somewhere). Ensure all the colleagues that work with process design, documentation and improvement are aligned on that standard.

Documentar y comunicar el proceso es muy importante. Los usuarios involucrados deben tener claro el proceso para poder adoptarlo correctamente. La documentación debe ser clara y en la medida de lo posible, acompañada de material que ayude como guía: Tutoriales, entrenamientos, reuniones, diagramas, etc.

To keep a new process user-friendly: 1. Keep steps clear, minimal, and easy to understand. 2. Use simple visuals and plain language in instructions. 3. Gather feedback and conduct simple user testing. 4. Ensure accessibility for all users. 5. Provide concise support resources and documentation. 6. Continuously simplify and refine based on user feedback.

Periodicamente, revise o processo para garantir que ele continue atendendo às necessidades dos usuários e se mantenha atualizado com as mudanças na tecnologia e na comunidade do LinkedIn.

Reviewing the process is important for improvement. It’s a good idea to do a demo test for a considerable length of time before launching the product.

Regularly review and evaluate the effectiveness of your process design in meeting user needs and business objectives. Monitor user feedback, usage metrics, and performance indicators to identify areas for further refinement and optimization. Stay responsive to changing user needs and market dynamics by continuously iterating on your process design to ensure long-term usability and relevance.

The thumb rule is that the end user must be one of the reviewers. The final review must be in the real facility or environment. Which means no dummy trial or simulation is acceptable to approve.

Considero que es importante un diseño practico y fácil de usar pero sin perder de vista la calidad para una ejecución eficaz.

Processes link tools, people, organizations and data. These things change over time, and these periodic review is just housecleaning. It’s needed, but it does not add too much value. The real value is when you challenge the process, redesign it or even start from scratch given the new tools, knowledge and data you have.

Todos los procesos son perfectibles. La retroalimentación de los usuarios, los cambios en la tecnología y las auditorías ayudan a detectar mejoras en los procesos.

Segun mi experiencia, es clave tener claro cual es el proposito del proceso y cuales son los usuarios que permiten que dicho proceso se ejecute. Si esto esta claro, la implementacion sera posible. Para asegurar que dicha implementacion sera exitosa. Se tiene que realizar el seguimiento posterior a la entrega y evaluar la experiencia del usuario, para evaluar si la interfaz que permite ejecutar el proceso, cumple con la funcionalidad requerida. En caso se encuentren inconsistencias, se debe de actuar de inmediato para que no se vea afectado el grado de satisfaccion del usuario.

To ensure a user-friendly experience, the process should be intuitive, easy to pick up and minimise the cognitive effort of the user as much as possible. If the process can be designed to remove the need for the user to make a choice or decision, the more friendly the experience will be. Processes are put in place to streamline operations and activities. The easier and faster we can make them, without negative effect to quality or quantity, the better.

Don’t be afraid to challenge the status quo. You are designing a process because someone believed you have enough knowledge and experience to make a difference. Go for it! Also, don’t try to do all at once. Big bang implementations are the exception today (if they even exist). Be agile, change a bit weekly or monthly. At the end of the year the value added will be noticeable!

Além disso, considere fatores como acessibilidade, segurança de dados, escalabilidade e compatibilidade com diferentes dispositivos e navegadores.

Treinamento O treinamento é uma forma de garantir que todos estejam alinhados com os conceitos do novo processo. Capacitar é nivelar conhecimento das pessoas sobre o novo processo é fundamental.

Process mapping is usually a dipiction of process visually, these dipictions make it easy for everyone in the organisation to understand how to complete a process. It also enables other external stakeholders or regulators to understand how process works

After completing all stages of process development and documentation, it is necessary to train users, using procedures, flowcharts, images and videos. It is also important to define key users, so that they can supervise and guide the execution of tasks. KPIs will help evaluate the effectiveness of the process.

Your PROCESS should be but not limited to P: Pratically possible to implement R:Reliable O: Operationally easy to follow C:Complete and Consistent. E:Efficient and Effective S: Safety S: Standardise and Sustain. Thanks 😊

Foster a culture of user-centricity and continuous improvement within your organization. Encourage cross-functional collaboration and knowledge sharing to leverage insights from diverse perspectives. Stay abreast of industry trends, best practices, and emerging technologies to inform your process design decisions. By prioritizing user-friendliness and responsiveness, you can create processes that not only meet user needs but also drive user engagement and satisfaction.

Es muy, muy importante entender el proceso, por qué queremos mejorarlo y a quienes afecta. Sin eso, no podemos realizar una mejora efectiva en el tiempo. Es la base de un buen diseño.