Inside Product Design: The role of sketching in the user experience

(Editor’s note: A version of this article written by Jess Phoa, a member of our product design team and sketch artist, first appeared in Interactions. Below, she shares a first-hand account of how Chartbeat’s Product Design team incorporates creative solutions to improve the user experience.)

I’ve found that sketching — when put to use in the workplace — can be an integral part of the design process, grounding an entire team in the user problems they aim to solve. I’ve seen this process succeed firsthand in my work at Chartbeat, but the takeaways can be applied to any workplace or academic setting where people collaborate to solve user problems.

Creating a memorable end user via sketching

Shortly after I joined Chartbeat, I was assigned to the admin tools product team consisting of myself along with several front-end and back-end engineers and a product manager. We were tasked with making our product’s user management workflow scale better to accommodate organizations of all sizes. At the time, admins’ workflows for managing new and current users were manual and time-consuming, and certain processes even required assistance from our in-house support team. 

Our goal was to reduce friction in the onboarding experience for our end users and free up time spent by our internal support teams.

chartbeat product design sketch personas

I wanted to make sure we remained mindful of the users we were serving, so I drew up Christina and Hugo, fictional, prototypical users. Christina and Hugo (shown above) have since become key members of our team and are often referenced in product meetings and discussions.

Building empathy for user problems

To help better understand the problems at hand that real users encountered, I also got the whole team involved in drawing. 

I use the term “drawing” loosely here because “knowing how to draw” can sound intimidating. The goal for these sketching sessions was not to produce beautiful illustrations, but rather to build empathy for the people we were designing for. Sketching is a hands-on, approachable way to ground a team in a problem, let everyone contribute to the ideation process, and take a break from our screens.

Sketching is a hands-on, approachable way to ground a team in a problem, let everyone contribute to the ideation process, and take a break from our screens.

Often, our sketches are more rudimentary — focused on expressing the emotions and mentality of users that we are serving. 

For this session, I provided participants with paper templates containing blank squares and gave them five minutes to draw a comic about the then current state of the user management workflow. What I love about this exercise is how the open-endedness of the prompt lends itself to various interpretations, thus different perspectives.

chartbeat product design user management workflow

These sorts of sketches prompt team members to put themselves in the end user’s shoes and evaluate the larger context of where and how these problems emerge.

chartbeat product design sketch user management

Generating product design ideas from the whole team

Sometimes, our sketching sessions were focused on ideas for how our user experience could solve those problems.

No matter their background, every member of our team could take a few minutes to sketch an idea for a potential user experience. And each sketch brought a valuable idea to the table. In fact, our team’s front-end engineer drew the first sketch that eventually became our revamped user interface for granting user permissions within our product suite. 

Sketching is an invaluable part of how we work through problems as a team

“Sketching is an invaluable part of how we work through problems as a team,” says Kris Harbold, one of my former product colleagues. “By having everyone, including engineers, put their ideas on paper, we open up space for conversations on not just how to best address our users’ problems, but also how they might feel about the experience and potential tradeoffs. It encourages team alignment and gives people a sense of ownership of the final release.”

chartbeat product design user management drafts

Of course sketches can only take a team so far. Once we had a sketch that seemed  promising, I wanted to collect user feedback, so I collaborated with the same front-end engineer on a rough, clickable prototype. I conducted rapid internal user testing with a handful of my colleagues, including those who regularly fielded questions from clients around user management. 

Their feedback, along with beta feedback from users and eventual results from our general release, validated that our updated user permissions provisioning workflow was a drastic improvement. The real-life versions of our fictitious admins Christina and Hugo could handle more tasks on their own, and with less effort.

chartbeat product user management final design

I’ve always loved expressing myself through visual means for as long as I can remember:  When I was a kid, I created art with reckless abandon. I didn’t care what others thought about what I made — I drew simply because I wanted to. Never would my younger self have imagined that my love for drawing would eventually help me with my future career.

Sketching has undoubtedly become one of the most accessible design research methods in my toolkit, and I’ve seen firsthand how it can energize a team around a user problem. Next time you find yourself starting a project and you’re not sure where to start, see where drawing takes you! 

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