Dialling in to the Basic User Journey

dialling in to the basic user journey. There's an old rotary dial phone on a desk with a computer screen in the background. Reading Time: 10 minutes

I shared my Basic User Journey (BUJ) content and UX design thinking tool in 2017. It was 5 years old then. I introduced it as follows:

“I developed the Basic User Journey from a number of tools and simplified it to relate our users’ interaction with data. It’s what we do online. We communicate with our users using data.”

Now it’s over a decade old. Is it still current and as useful today? In summary, yes! 

Welcome to my BUJ tool

Design thinking strategies vary by industry, author, and Moon phase. My favourite is the Research, Analyse, Design, Develop, Implement, and Evaluate ((R)ADDIE) model. It’s genesis was in learning design and it meets the needs of an inclusive UI and UX design. The BUJ creates a UX design process with (R)ADDIE when collecting and sharing content and data. 

The BUJ is a scalable focus on our enterprise and our consumer relationship. It helps to discover, to guide, and to organise our enterprise and customers’ scenarios and moments. It can inform a product design as one organism, or we can dissect insights to a sub-atomic level. Using it, I can understand, justify, organise, and share my design thinking.

The BUJ value-add is that it can steer user-centric design thinking without much user input. This is helpful when a team can’t access their consumers directly. There’s no escaping user research and usability testing though! 

The obligatory graphic

In our visually biassed design world, a UX tool isn’t a tool without a minimalist graphic. 6 checkpoints form a circle around a hub labelled Data. The pattern resembles a rotary-dial on an aged telephone:

  • Wants.
  • Needs.
  • Tasks.
  • Input.
  • Output.
  • Review of the implications.

At the circumference, we’re directed to, “Dial into the user journey”. An arrow suggests a clockwise flow between the 6 checkpoints. We can start at the top of the circle, or from any checkpoint we like. It’s a cyclic tool, spiralling our thinking into the nitty-gritty of user transactions.

basic user journey as cyclic circular graphic

The 6 BUJ checkpoints

Defining the basic user journey checkpoints.
Journey Stage Concept
Wants Wants give context to the user journey and enterprise aims. What our user and our enterprise want may not match what is needed.
Needs Needs may indicate requirements, or preconditions that must be met to complete the journey.
Tasks Tasks are discrete objectives formed from needs, against which success may be measured on completion of the journey.
Input What our user and enterprise must actively do or to provide to achieve tasks set during the journey.
Output The result of performing  tasks such as knowledge acquisition, product orders being processed, or giving feedback on journey progress, etc.
Review An overview of the status of a task or journey, of any further activity required or set in motion; perhaps an event history or time-line with which to track task or process progress, etc.
Recycle There may be two or more phases: first, that our user and enterprise may access and repeat the journey or tasks as necessary, and second to review the success of each task or journey with a view to identifying improvements that can be made.

Flexibility built in

When we need to record entry and exit behaviours and expectations, then we can start with Recycle. We don’t have to complete our BUJ table from top down and starting with Wants.

The following illustration is a fictional example that includes entry and exit details. It’s a useful way to summarise or to plan the BUJ. You can organise your BUJ how you want, of course. It’s flexible. You can edit it, build siblings, and manage what you need and want.

Example from a BUJ table that starts at Recycle.
BUJ for onboarding to a service.
Journey Stage Concept
Recycle

Our consumer on entry

Our consumer received and followed a link in an email instruction. This is their first journey with us. They:

  • Feel uncertain. Do they trust us and what are we asking them to do?
  • Feel excited. We may be offering an opportunity to meet their goals.

Our enterprise at entry

As an enterprise, we serve a wide sample of consumers with different needs.

  • The email is well designed to funnel our consumer into their journey with us.
  • Our landing page is welcoming, uncluttered, and directs our consumer to their task.

Our consumer on exit

Our consumer can now:

  • Be confident that the service process is underway.
  • Know what to expect to happen next.

Our enterprise at consumer’s exit

As an enterprise, we will complete the service process with the following aims:

  • To honour our agreement made with our consumer.
  • To store our consumer’s personal and transactional data in compliance with regulations.
  • To send a confirmation and a copies of all documentation.
  • Set a timer for, and have ready a process for if our consumer wants to change their mind.
Wants

Our consumer wants

  • To trust the journey
  • To know what to expect and to be prepared for their task.
  • To know what to do.

Our enterprise wants

  • To demonstrate trust and value in our consumer’s individual journey.
  • To refresh our promise to solve our consumer’s problems, or deliver the best value service.
  • To inform and reassure our consumer on what to expect and what tasks they’ll perform.

BUJ as a UX deliverable

You may be familiar with a 3-point metric for UI design thinking that’s similar to the following?

  • What our use expects.
  • What we want our user to do.
  • How we make our user feel.

This is a useful way to focus on the affective problems we are trying to solve. The BUJ is more detailed and scaffolds an effective content story that we can design and write from.

My BUJ guides my design thinking around user interactions and data sharing. It allows greater detail than the popular Empathise, Define, Ideate, Prototype, and Test models. I can apply it to any stage of the design process and to any component. I’ll scribble it on a wipe board, print it in a list or in a table, or use the headings to prompt a collaborative workshop.

a typical 5-point design thinking cycle at each point of a star, overlaid with the BUJ at each point and linked to data by the star
Applying the BUJ to each moment in a typical design thinking cycle. Or should we apply each cycle of moments to a single BUJ? You decide.

Being cyclic, the BUJ eddies down from the helicopter view and into the finest transaction detail. It feeds our design thinking with the question, “what are we doing here, and why?”

the BUJ overlaying inputs in a form to analyse and solve each input
Applying the BUJ to each discrete moment in a short form. Personas may share a BUJ, or need their own to expose their individual scenarios to the design.

Is the BUJ a formal deliverable? Like anything in design, it depends. The BUJ is flexible in timing, application, and depth, and is usable in almost any design situation. It can help define our personas and their scenarios, and suggest the moments needed to support them. The BUJ doesn’t replace the formal deliverables and feeds on, and into them as needed. When I realised that, then the BUJ became super exciting enough to share.

Although not designed as a UX deliverable, the following use case demonstrates its use as one. 

An example use case

Although I had shared the BUJ in its table format on occasion, I’d not shared it as a graphic deliverable. As a student on IADT’s MSc UX Design course, I discovered how the BUJ fits in with other UX deliverables.

The student project (Module 3) was to design a mobile app. I chose to design an indoor positioning system used by people who are blind. I defined the problem statement as follows:

As a recently blinded person, I want to navigate my indoor spaces, so I can regain my independence.

The primary persona was Deepthi. A tabular BUJ guided my user research and grew her persona and an empathy map. It also informed her affinity map and scenarios. The evidence developed Deepthi’s Wants and Needs and fed a BUJ for Deepthi’s perspective. This hinted at what tasks to solve and features to consider.

The following lists the Basic User Journey delivered to illustrate Deepthi’s and our enterprise perspectives of the fictional indoor positioning app. Find this project in my MSc UX Module 3 student pages.

the basic user journey graphic in the center of a slide that lists details for each checkpoint. Read the caption for more

Deepthi’s Basic User Journey (Godfrey 2017)
Journey Stage Concept
Wants

Our user wants:

  • To log into app only once.
  • To explore and learn the app’s features without committing to a floor plan.
  • To easily find places on a floor plan and to select them as destinations.
  • To create my own spaces within others’ floor plans.
  • To be guided in straight lines, on the obstructions I face, and how doors open.
  • I want to know where the stalls are in a bathroom – don’t leave me at the bathroom door!
  • To explore floor plans before I visit the space.

Our enterprise wants:

  • To encourage application uptake to reduce maintenance costs and increase revenue.
  • To compete with competitors in the online segment.
Needs

Our user needs to:

  • I need an interface that works with my iPhone’s assistive technologies including voice commands and feedback where possible.
  • Audible directions need to be precise and timely.
  • I need to add places quickly on the fly as waypoints or for use later.
  • A Pause mode for if I am distracted during my navigation.

Our enterprise needs to:

  • Promote products.
  • Manage and protect data.
  • Monitor user analytics for opportunities.
  • Encourage user engagement to maintain a positive customer relationship.
  • Court new customers.
Tasks

Our user will:

  • Find the entrance to a space.
  • Navigate to receptions, lifts and stairs, bathrooms, and places of work and interest.
  • To know how far I am walking between places.
  • To know where to go in an emergency.
  • To avoid obstructions.

Our enterprise will:

  • Provide a secure platform and data experience.
  • Enable app users to log on to the platform.
  • Provide support to app users on how to complete their tasks.
  • Limit the inconvenience.
  • Provide a feedback communication channel.
Input

Our users will input:

  • My name and reasonable contact details.
  • My visual ability and phone preferences.
  • My selection of places to navigate to.
  • My places.
Output

Our enterprise will output:

  • A welcome.
  • A relevant and easy to navigate app and interface.
  • Access to app performance support.
  • Collect and process only the data necessary to our customer service relationship.
  • Secure customer-supplied data and process it in a responsible fashion.
  • Provide only the information our user needs to complete their task, or that enhances their experience of our space.
  • Feedback on our customers’ progress or on problems we or they may encounter within our service.
  • Deliver on our promises and correct errors immediately.
  • Make the IPS process efficient to give best value to customers while securing a profitable business.
Review

Our user will:

  • Know that I have arrived at my destination.
  • Know what is at my destination – particularly where facilities are.

Our enterprise will:

  • Unobtrusively canvass all users for feedback.
  • Provide performance and support.
  • Research improvements.
Recycle

Our user will:

  • Repeat their use of the app.
  • Expect improvements from time to time.
  • Expect not to uncover problems.

Our enterprise will:

  • Combine user and support analytics to identify user problems and correct them without our users reporting them.
  • Anticipate process changes and update the app in a timely manner and communicate updates to our users.
  • Update user personas and testing from time to time and account for their maturation.

Wants

I want:

  • Not to keep logging in and out of an app.
  • To explore the app’s features before experiencing  a floor plan.
  • To easily find places on a floor plan and then to select them as destinations.
  • To create my own spaces within others’ floor plans.
  • To be guided in straight lines, on the obstructions I face, and how doors open.
  • I want to know where the stalls are in a bathroom–don’t leave me at the bathroom door!
  • To explore floor plans before I visit the space.

Needs

My needs are:

  • I need an interface that works with my iPhone’s assistive technologies including voice commands and feedback where possible.
  • Audible directions need to be precise and timely.
  • I need to add places quickly on the fly as waypoints or for use later.
  • A Pause mode for if I am distracted during my navigation.

Tasks

My tasks are to:

  • Find the entrance to a space.
  • Navigate to receptions, lifts and stairs, bathrooms, and places of work and interest.
  • To know how far I am walking between spaces.
  • To know where to go in an emergency.
  • To avoid obstructions.

Input

I will input:

  • My name and reasonable contact details.
  • My visual ability and phone preferences.
  • My selection of places to navigate to.
  • My places.

Output

As an enterprise we will:

  • Collect and process only the data necessary to our customer service relationship.
  • Secure customer-supplied data and process it in a responsible fashion.
  • Provide only the information our user needs to complete their task, or that enhances their experience of our space.
  • Feedback on our customers’ progress or on problems we or they may encounter within our service.
  • Deliver on our promises and correct errors immediately.
  • Make the IPS process efficient to give the best value to customers while securing profitable business.

Review

On completion of my tasks:

  • Know that I have arrived at my destination.
  • Know what is at my destination–particularly where facilities are.

 

Summarising the use case

The example use case is quite high-level. It’s that “helicopter view” we find useful to getting organised. As a cyclic tool, we can use the BUJ to explore the individual assumptions and even test evolving features too. How granular we go depends on what is useful to share and the time we have to think. As with anything in design, it depends.

BUJ as a writing tool

The BUJ is a useful writing plan. It answers and organises thinking needed to create a workable information architecture. It’s then relatively easy to create consumable content and to apply UX writing strategies like pyramid writing.

The following table outlines some example questions to ask at each checkpoint. They form a a balance between what our consumer wants and needs, and what our enterprise gets from that.

Defining the basic user journey checkpoints.
Journey Stage Concept
Wants
  • What does our user want?
  • What does our enterprise want?
Needs
  • What does our user need?
  • What does our enterprise need?
Tasks
  • What does our user need to do?
  • What does our enterprise need our user to do?
Input
  • What and how does our user need to input?
  • What does our enterprise want from their user input?
Output
  • What’s in it for our user, and when?
  • What’s in it for our enterprise, and when?
Review An overview of the status of a task or journey, of any further activity required or set in motion; perhaps an event history or time-line with which to track task or process progress, etc.
Recycle
  • How does our solution feel to our user?
  • How does our solution serve our enterprise?

Summary

The BUJ shares many strengths with mainstream design thinking strategies. Is it a pana cotta panacae for global design thinking in 2023? No, and it remains a useful and go-to tool for me. That’s not bad for 10 years’ of use in my different roles.

Would you give it a try?

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