What is a UX Audit, and Why Should You Conduct One?

What is a UX Audit, and Why Should You Conduct One?

Anuja Lath 11/12/2022
What is a UX Audit, and Why Should You Conduct One?

Do you feel disappointed when your website users browse all the way through to the checkout without converting?

Don’t you want to figure out what stopped them from hitting the purchase or subscribe button? Or, probably, you used to have stable sales, but suddenly your growth slowed down, and so did your engagement level. So, don’t you feel like you should find out the reason for this digital decay? This is where a UX audit comes in.

In this article, you will learn everything about a UX audit, why, and how to conduct one. Let’s dive in. What is a UX Audit?

A UX audit is a process of uncovering the usability issues through thorough research and analysis. The aim or ultimate goal here is to mark the critical gaps in the user journey that stop the users from taking the actions they’re supposed to.

However, it doesn't end here. An effective user experience audit helps figure out the usability problems and helps businesses with recommendations on developing a more seamless user journey. This practice positively impacts customer engagement and increases conversions.

UX audit is invaluable for both startups and already established mature companies. If you feel that your product is not delivering the expected customer experience, you can’t just wait for the problem to evaporate the other day magically. The more time you spend doing nothing to find out the issue, the more profit you lose.

A UX site audit can help you answer some very crucial questions like

  • What is working and what is not?

  • What metrics are collected?

  • What metrics should be collected?

  • What does data indicate about the users’ needs?

  • What frictions do users frequently experience during their journey on your site?

  • How do these frictions impact and influence the users’ behaviors?

  • At which do the users leave your website?

Now that you understand what a UX Audit is, let's check out what happens during a UX Audit.

What Happens During a UX Audit?

You can conduct a UX Audit using various methods, tools, and metrics that help you identify the cause of your website’s underperformance. Here are the most important ones:

  • Review of business objectives

  • Review of user objectives

  • Customer care data

  • Conversion metrics

  • Sales data

  • Traffic and engagement insights

  • Usability heuristics

  • Compliance with UX standards

  • Mental modeling

  • Wireframing & Prototyping

  • UX Best Practices

Often people confuse UX audit with usability testing. However, they are different. The major difference between the two is the direction of information flow. A usability audit brings up problems from a set of pre-established goals, whereas testing points out the issues from user actions. Therefore, if the auditor does not have access to fundamental metrics, they may use usability testing while conducting an audit. But they will also combine the results with data gathered over the longer term and weigh them against industry standards and product goals.

When Should You Conduct a Usability Audit?

Having covered the methods, tools, and metrics, you’re probably wondering when you should conduct a usability audit?

The best time to conduct a UX audit is in the initial stages of a website. It is best to carry out an audit on a website that has been active, up, and running for some time. That is because you will have some data to examine. Companies without a dedicated UX team seem to benefit the most from a UX Audit. On the other hand, firms with a dedicated in-house team are most likely evaluating the site and tweaking the experiences continually.

Consider a UX audit as a health check for your website. You can conduct it at any stage of your product’s life cycle. It will only help you identify current performance issues and areas for improvement. However, two major times when you should conduct a UX audit are

  1. When revamping your application or website: Conducting a holistic design audit is the best when you redesign an old website or an application that’s been live for a decent time span. It will help you assess existing user flows and pinpoint problems, distractions, or even bottlenecks that prevent users from taking the desired actions.

  2. If you plan to implement a new functionality: Here, a UX audit will help you understand whether the new functionality is a valuable addition to your product? And whether users need it? Besides, it will also give an insight into whether your functionality is well-perceived by users and whether they experience navigation difficulties.

What are The Major Findings?

  1. Project description

  2. The main and ultimate goals of the UX audit.

  3. User behavioral information

  4. Quantitative metrics analyzed in the UX audit. It may include user interviews, competitive analysis, testing data, A/B test details, customer journey mapping, and heuristic evaluation.

  5. Detailed test results, highlighting the primary pain points and potential areas for improvement.

  6. Priorities and recommendations that could improve the product's usability and maximize ROI.

Note that there’s no universal format for a UX audit report. Its size and structure totally depend on the business goals, information, and work complexity. Now, let’s see the possibilities and what may turn around after conducting an effective UX audit:

  1. Your website will have a clear and easy-to-follow flow from the users’ point of view.

  2. Your website messaging language, images, and CTAs will resonate with customers’ needs

  3. More users will take expected actions (share contact details, subscribe, or purchase)

  4. You will have a better understanding of your users

  5. You could enhance customer personas and tailor your marketing communications accordingly.

An Overview of The Process

Following are the essential steps to conduct a UX audit. It turns out these steps can help conduct an eCommerce UX audit too.

1. Identify Your Goals

The first step is to identify and mention the ultimate goal of a UX audit. The most common goal is to increase conversions. However, you’re free to target other metrics based on your business specifics.

2. What Resources Do You Have and Who to Involve?

Usually, you don’t need additional or new resources to conduct a usability audit. You can simply use the previously secured data and resources at hand. Also, ensure that all participants you involve in the UX audit understand what you expect customers to experience while using your product. Ask every team member to walk the path a user typically goes through. They must track every point that can hinder a seamless customer journey.

3. What is Your Budget and Timeline?

Whether you choose an external team to conduct the audit or simply assemble an internal team, make sure to set a strict timeline. Moreover, it is best to clearly lay out the milestones you want them to achieve. Since it’s an analytical process, make sure it doesn't stretch for too long.

4. Retrieve Necessary Data

Once you have the team in place, all resources lined up, and a set budget and timeline, you should move to gather all the necessary data. You must collect data from the following most critical sources:

A. Business Analysis

One of the most critical things to note here is that user research aims at getting a better understanding of the users of a product or service. On the other hand, a UX audit should primarily focus on understanding the product's business goals you want to audit. Therefore, stakeholders and business owners are the best and most reliable sources for such information.

The best way to wrap it up quickly but efficiently is through a quick survey with general questions about the product's purpose, the problems, and how they want the issues to be fixed. For deeper insights, you can schedule one-on-one interviews with product managers, stakeholders, developers, sales teams, marketers, and customer service people.

B. User Analysis

This is the step where you bring the users in. Who better than the users themselves to give you an insight into their user experience while using your product. Conducting a user experience audit shall help you gather as much data as possible about the customers who use the product/website you want to audit.

Mainly, businesses rely on buyer or user personas to get to know the digital product’s audience. Besides the personas, you can also pull out valuable insights from the stakeholder interviews, as they better understand and know about the customers.

Another effective but the most time-consuming method is to interview the end-users directly. Based on the information you receive from these interviews, you can draft out a typical flow that each user follows. Also, note down the difficulties they face while using your website or application and the factors that lead them towards the wrong path.

C. Quantitative Analysis

There’s no denying that analytical tools are super valuable assistants when it comes to collecting information. The two most useful insightful data resources for a UX audit are heatmap analysis and traffic analytics.

Traffic Analytics: You’re probably already familiar with Google Analytics. It provides “diagnostic” metrics like on-page time, bounce rate, and how much time users spend browsing your website. The metrics can objectively tell you whether users actually engage with your content or if they abandon the site after 1 or 2 minutes after they get there.

Heatmap Analysis: Again, this one is also a crucial tool because it represents how users engage with your website interface. Some heatmaps record clicks and scrolls, and some record cursor movements.

D. Qualitative Analysis

When it comes to the quality of design, the UX designers take the help of the 10 UX usability heuristics to make websites or apps even more user-friendly. These heuristics are more like rules of thumb laid out based on common sense.

To conduct a heuristic evaluation, you must document every obstacle you encounter while following a customer journey. Try to see the product from a user’s point of view. Now, it may sound and seem simple, but it is pretty tough to perform it internally. You can’t be sure about your team staying unbiased and acting like a clueless user that visits your website for the first time.

E. Organize Your Results

The easiest way to document your results is the good old Google Sheets. Upload all your data on these spreadsheets and make them accessible for everyone on the team.

F. Prepare The Audit Report

Once your analysis is complete, compile a comprehensive audit report. Put down all your findings with all the necessary details, elaborating on each factor. Don’t forget to mention the recommendations for user experience improvement.

There is no fixed number of pages for an audit report. It can be as short as 20 pages and as long as 60 pages. The length of the report entirely depends on the information and work complexity. It can contain the following elements to be precise:

  • Quantitative data analysis

  • Screenshots

  • Customer interview recordings

  • Stakeholder interview recording

  • Other useful data secured during the audit.

  • Screen-by-screen comparison of the existing design issues for a much better understanding.

  • Advice in enhancing the experiences.

G. Follow Up on Recommendations

Last but not least, follow up on the advice, suggestions, and recommendations that the audit brings to light. If you don’t properly follow up on it, it’s only a waste. As user experience is built by team effort and effective collaboration of various departments, ensure that all people involved in the audit know about the findings and what to do to create a smooth and hassle-free customer journey.

Need Help With a UX Audit?

Although a UX audit is a time-consuming and expensive process, it can drastically improve your product’s performance by pinning down the weak points in user experience that prevent potential customers from taking the actions they ideally should. Therefore, if you need help with auditing the UX of your website, you can reach out to us. Our team of talented UX designers is well-versed in the UX auditing process and can conduct one for you to help improve your website user experience.

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Anuja Lath

Digital Marketing Expert

Anuja is the Co-founder and CEO of RedAlkemi Online Pvt. Ltd., a digital marketing agency helping clients with their end to end online presence. Anuja has 30 years of work experience as a successful entrepreneur and has co-founded several ventures since 1986. She and her team are passionate about helping SMEs achieve measurable online success for their business. Anuja holds a Bachelors degree in Advertising from the Government College of Fine Arts, Chandigarh, India.

 

   
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