Understanding User Needs and Business Goals

Prashant Dwivedi
10 min readJan 19, 2024

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Introduction

User experience (UX) design aims to create intuitive, engaging products and services that meet user needs while accomplishing business goals. The key to designing great experiences is understanding two critical perspectives: the end user’s wants and needs, as well as the strategic objectives of the business. By gaining user empathy through research while clearly defining desired business outcomes, UX designers can craft solutions that balance these viewpoints.

When UX designers deeply understand both the user and the business side, experiences that feel natural and satisfying for customers can be shaped while moving the needle on key success metrics for the company. The sweet spot is where enhancing the user experience goes hand-in-hand with driving business value. Keeping both stakeholders in mind leads to better-designed products that convert and engage users while accomplishing long-term strategic goals.

Understanding Users

Gaining a deep understanding of users through research is the foundation of excellent user experience design. By truly knowing your target users — their goals, behaviours, pain points, and contexts — UX designers can create experiences optimised for actual needs. There are several core methodologies for developing user empathy:

Interviews — One-on-one conversations reveal detailed qualitative insights into attitudes, mental models, workflows, and desires. Open-ended interviewing uncovers user perspectives that can inform design decisions.

Surveys — Collecting user feedback at scale through online surveys exposes larger behavioural patterns. Quantitative data clarifies the percentage of users’ goals, challenges, and preferences.

Observation — Watching users interact with existing products/services often surfaces unexpected usability issues and needs. Observing actual usage in real contexts provides authentic understanding.

Analytics — Usage data demonstrates how users interact with current experiences. Analytics quantify behaviours, expose problem areas, and identify opportunities through facts and metrics.

Thoughtfully synthesising research from interviews, surveys, observation, and analytics creates a multidimensional understanding of target users. With clear user perspectives, UX designers can optimise experiences for real user goals and contexts. Ongoing research ensures designs continuously adapt to evolving user needs over time.

Getting Qualitative Insights through Interviews

Interviews with potential and existing users reveal detailed, qualitative insights that surveys cannot provide. By having in-depth conversations, designers can understand:

  • Attitudes: What preconceived notions do users have about a product or service? What are their impressions and associations?
  • Behaviours: How exactly do users interact with a product or service currently? What steps do they take to complete critical tasks? Where are the pain points in their workflows?
  • Desires: What do users wish the experience provided but currently do not? What problems would they like the product or service to solve for them?

Interviews allow designers to have an open dialogue rather than asking rigid, quantitative questions. The organic flow of discussion leads to rich observations. Designers gain empathy for users’ mental models, thinking, and areas of difficulty. These qualitative insights directly feed into creating intuitive experiences that map to user needs.

Surveys

Surveys are a critical user research method that allows UX designers to gather feedback and insights from a large number of users. By asking the right questions, surveys make it possible to identify broader patterns and trends in user needs and preferences.

For example, an e-commerce site might survey customers about what product features and categories they find most valuable. Or a software app might ask users to rate the ease of critical workflows. Rating scale questions can uncover areas of difficulty across the user base.

Surveys are beneficial for:

  • Quantifying user opinions, priorities, and satisfaction
  • Segmenting users by demographics, behaviours, and other attributes
  • Testing new concepts and product ideas at scale
  • Monitoring how user perceptions evolve over time

The aggregated survey results create a data-driven picture of the overall usage lifecycle. User feedback at scale shows where large groups struggle or express enthusiasm. These insights directly feed into UX decisions and prioritisation of design improvements.

By collecting structured user input from hundreds or thousands of respondents, surveys move beyond small qualitative samples to reveal more significant patterns. Large-scale perspective is crucial for UX designers aiming to satisfy diverse user audiences.

Observing Usage Reveals Unexpected Insights

Directly watching and recording how users interact with an existing product or service often uncovers surprising pain points and needs.

Observation techniques like ethnographic field studies, usability testing, and looking over users’ shoulders as they complete tasks provide invaluable real-world usage data. People often say they behave one way but do something entirely different in practice.

Seeing these friction points first-hand can inspire “aha!” moments that surveys alone may miss. For example, an e-commerce checkout flow that made intuitive sense to designers confused users in observation sessions. Or a medical app that theoretically helped patients better manage medications introduced dangerous new errors when put to the test.

There’s no substitute for seeing with your own eyes how users struggle or succeed with current experiences. Observation frequently reveals unexpected weaknesses and opportunities that can profoundly shape UX design decisions. Directly watching the user experience unfold provides a uniquely honest perspective compared to what people say.

Understanding Users Through Analytics

Analysing usage data provides invaluable insights into how people interact with digital products and services. Analytics highlight fundamental user behaviours and needs by tracking metrics around engagement, conversions, usage flows, pain points, and more.

Some key ways analytics inform UX design:

  • Reveal popular and unpopular features based on usage volume.
  • Uncover usability issues like high dropout rates or frequent errors.
  • Identify usage trends and changes over time.
  • Segment users into groups based on behaviours.
  • Quantify the user experience with metrics like time-on-task.
  • Map journeys across products to understand cross-channel behaviours.
  • A/B tests variations of features to optimise performance.

While analytics provide a data-driven snapshot, they have limitations. The numbers require context and qualitative insight. However, reviewing analytics offers an indispensable starting point in understanding the lived user experience.

Synthesizing User Data

User research through various methods provides a wealth of qualitative and quantitative data. UX designers must synthesise the findings into critical insights to understand it all. Look for patterns and trends across interviews, surveys, observation, and analytics. Cluster together affinity notes from interviews to reveal more prominent themes. Analyse survey results to uncover correlations and relationships between behaviours and attitudes. Compile notes from observing users to map typical workflows and pain points.

This synthesis process creates a detailed, holistic understanding of the target users. Designers can construct user personas with names, photos, key attributes, behaviours, motivations, and goals. User journey maps illustrate users’ steps to complete tasks and achieve their objectives. Empathy maps determine what users think, feel, see, hear, and gain. Synthesising user research moves beyond isolated data points to form a comprehensive picture of user needs. This understanding directly feeds into UX solutions tailored to the target audience.

Defining Business Goals

While users are one fundamental perspective, the business context provides essential direction. What metrics matter most? Common objectives companies aim to achieve through user experience design include:

  • Increasing sales or conversions: driving more transactions and revenue by optimising the user journey to facilitate purchases. Removing friction in the checkout flow or showcasing products better can raise conversion rates.
  • Reducing costs: lowering overhead or improving efficiency. Enhancing self-service options and cutting support requests reduces human capital costs. Streamlining workflows saves on operations.
  • Boosting loyalty: developing longer-term customer relationships and repeat business. Creating enjoyable, habit-forming experiences turns occasional users into power users. Subscription models rely on loyalty.

Articulating the critical business goals and desired outcomes focuses on the UX design process. UX designers can then craft targeted experiences that move the needle on those specific success measures.

Increasing Sales or Conversions

One of the most common business goals is to increase sales and conversions — to drive more transactions and revenue. The business may seek to sell more products or services, convert more site visitors into customers, get existing customers to make repeat purchases, or increase order sizes.

Whatever the specific scenario, the UX designer must craft optimised experiences to move users toward conversion and purchase. This may involve highlighting promotions, streamlining checkout flows, surfacing related products, or reducing transaction friction. Testing is critical to determine which changes produce positive results. By incrementally improving the conversion funnel, substantial lifts in sales and revenue can often be achieved through better UX design.

Analytics provide the data to know where users fall out of the funnel. Observation, surveys, and interviews can reveal hurdles in the buying journey. Addressing user difficulties, confusion, and pain points removes barriers to conversion.

When the UX enables seamless transactions aligned to user needs and mental models, sales and revenue metrics usually respond positively. Conversion-focused design, informed by research, allows UX to make meaningful contributions to the bottom line.

Reducing Costs

While driving sales and revenue is one common business goal, many companies prioritise reducing costs and improving efficiency. Some key ways UX design can help cut overhead and streamline operations include:

  • Simplifying workflows — Users can complete tasks faster by removing unnecessary steps and friction points in workflows and processes, which improves efficiency.
  • Decreasing training and support needs — Well-designed, intuitive UX means less training and documentation is required for users to learn the system. Less repetition of the same questions to support staff also cuts costs.
  • Lowering development expenses — Catching usability issues early in the design process through prototypes and testing is much cheaper than reworking a finished product.
  • Increasing automation — UX design can identify opportunities to automate manual tasks through personalised recommendations, default settings, and more, which reduces human effort.
  • Standardising experiences — Creating consistent UX across platforms, channels, and devices allows for reuse, which lowers production costs.
  • Optimising across touchpoints — Looking holistically at the user journey helps minimise redundancy and wasted effort at each touchpoint.

By focusing on easing users’ path to completion and highlighting automation opportunities, UX designers can craft experiences that cut overhead and boost efficiency. Appeals to business goals while also serving users through simplicity and cohesion.

Boosting Loyalty

While driving immediate sales and conversions is essential, UX designers must consider long-term customer relationships. How can the experience increase satisfaction, retention, and loyalty over time? Common objectives include:

  • Reducing churn by making it easy and rewarding for customers to stay rather than leave for a competitor.
  • Building habitual usage by embedding the product/service into the user’s daily life.
  • Creating emotional connection through delightful details and interactions that spark joy, trust, and affinity.
  • Surprising and delightful with unexpected value that makes users feel appreciated.
  • Offering VIP treatment for power users to make them feel valued.
  • Crafting a cohesive, distinctive brand experience across all touchpoints to foster familiarity.

Thinking long-term allows UX designers to build enduring bonds between customers and companies. Little delights and frictionless experiences remind users why they love the brand, stay engaged, and keep returning.

Balancing User and Business Needs

A common mistake is to focus too heavily on only one perspective when designing an experience. However, great UX requires harmonising user needs and business goals.

Optimising purely for business objectives often leads to friction, confusion, and user dissatisfaction. The experience needs to address their real needs and problems. Conversely, catering solely to user desires may create delightful interactions but not move the needle on key business metrics.

The best solution lies in enhancing user experience and driving business value. UX designers must analyse research findings to map user requirements against strategic goals. Where do they overlap? What elements satisfy both audiences simultaneously?

By understanding points of alignment and areas of tension, designers can craft experiences that feel intuitive and satisfying to customers while also accomplishing core business objectives. Keeping both perspectives in focus ensures the solution addresses the whole picture.

Finding the Sweet Spot

Great UX carefully balances between fulfilling user needs and achieving key business goals. Rather than focusing solely on one perspective, UX designers analyse research findings to map user requirements against desired business outcomes. Where do they overlap? What elements address both stakeholder needs equally? The sweet spot lives at the nexus of enhancing user experience while driving business value.

By understanding users deeply through qualitative and quantitative research, UX designers gain insight into their behaviours, motivations, and pain points. This knowledge directly informs design decisions made to craft intuitive interactions. Additionally, capturing clearly defined business goals provides focus on the key results that matter most. Whether increasing sales, reducing costs, or boosting customer loyalty, the business context is essential to the design process.

With both the user and business perspectives in view, UX designers can identify where these needs intersect. What design elements and flows speak to both audiences? The ultimate solutions unlock gains for both users and the business simultaneously. Users find value in intuitive interactions that aid their tasks and satisfy their needs. Meanwhile, the business gains through metrics moving in the right direction, driven by strong UX. The sweet spot balances these two stakeholders harmoniously.

Iterative, Evolving Process

Design is a continuous process that evolves through testing and analytics. UX designers use tools to measure real-world performance and identify areas for improvement.

  • Analytics provide data on how users interact with the product and pinpoint usability issues. Where are customers getting stuck? What features are they still looking for? Analytics expose pain points to enhance.
  • A/B testing experiments with variations of the design to see what performs better. For example, different CTAs or flows can be tested to optimise conversions.
  • User testing gives direct input on users’ experiences. Watching real people interact identifies confusing aspects before launch. Their feedback shapes iterative improvements.

The design process always continues. Using data and insights, UX designers regularly refine the product to keep pace with emerging user behaviours and business goals. Continued optimisation ensures a positive, cohesive user experience.

Conclusion

Understanding users is the foundation for great design. Through research methods like interviews and observation, UX designers gain empathy for user needs and pain points.

Defining business goals provides strategic direction. What metrics matter most? Increased sales? Reduced costs? By articulating desired outcomes, the business focus is clear.

Balancing these two perspectives allows UX designers to find the sweet spot — experiences that satisfy users while accomplishing objectives. This requires analysing research to map user requirements against business goals. Where do they overlap?

Design is an evolving, iterative process. Through continuous testing and analytics, experiences are measured and refined over time. Focusing on users and business needs leads to intuitive solutions that drive value.

By profoundly understanding both audiences, UX designers can craft satisfying, intuitive experiences while moving the needle on strategic goals.

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Prashant Dwivedi
Prashant Dwivedi

Written by Prashant Dwivedi

A Product Design, specializing in UI/UX for Web2 & Web3. Crafting intuitive interfaces with Figma, Framer, Webflow. Every pixel counts!

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