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UX Process Standardization

I co-developed standardized User Experience (UX) processes across Shared Service Engineering (SSE), Enterprise Services (ES), Enterprise Architecture (EA), and clinical UX teams at Oracle Cerner, focusing on User Centered Design (UCD), research, and accessibility initiatives.

 
Overview of the Project
 

Project>

Oracle Cerner UX Process Standardization

 
 

Team & Role>

Within the SSE organization’s ES/EA UX team, I collaborated with a fellow UX designer. In my senior role, I developed the ES UX team’s UX consultation request process, including user research methodology lists tailored to stakeholder Jira requests. My colleague reviewed the finalized documentation as a UX writer. Together, we also co-developed the SSE organization’s Accessibility Requirement Guidelines. Our team provided accessibility review consultations, and I specifically contributed by creating accessible code examples corresponding to the guidelines. We consistently conducted knowledge-sharing sessions and presentations on UX processes and accessibility best practices.

 
 

Within Oracle Cerner’s clinical application UX team, I contributed to the UX Process Community, helping to standardize the UX process. Specifically, I and two fellow UX researchers developed an updated version of the Summative Evaluation user research process.

 
 

Objectives>

The main objectives of the UX process standardization projects within the SSE organization’s ES/EA UX team include:

  • Developing the UX Consultation Request Process
  • Developing Accessibility Requirement Guidelines
  • Conducting Knowledge Sharing Sessions
  • Publishing Documentations
 
 

The main objectives of the UX process standardization project within the clinical UX team include:

  • Developing Summative Evaluation User Research Process
  • Improving the Clinical Application UX Team’s User Experience
  • Publishing Documentations
 

Technical Platforms>

Miro, Figma, FigJam, Atlassian Confluence™ Wiki, Jira™

 
 

UX Research Process Development Workspace Video Demonstration – Summative Evaluation


SSE ES Team UCD Process Development

SSE ES Team UCD Process Development

 
Project Details
 

SSE Organization’s ES UX Team>

 
UX Process Standardization
  • The UCD process has been defined and applied to the stakeholder UX projects
  • Four primary UX Deliverable Types have been defined and developed:
    • Full UX Process
    • User Research
    • Accessibility Review
    • Consultation
  • Seven User Research Methodology categories have been defined and developed:
    • Usability Testing
    • Expert Usability Evaluation
    • User Interview
    • User Study
    • Design Workshop
    • Market Research
    • Quantitative Research
  • The Stakeholder UX Project Request Process has been streamlined within Jira
  • The SSE ES team’s UX Project Allocation Process has been defined and implemented
  • Concurrent Project Requests have been prioritized by Level of Effort (LOE)
  • The Accessibility Guidelines have been defined and developed:
    • The Accessibility Requirements have been defined and developed
    • The Accessibility Coding Best Practices have been exemplified and shared with the development teams
    • The Accessibility Development Guidelines have been documented and shared with the development teams
 
 
Knowledge-Sharing Sessions & Presentations for Product Teams
The following sessions have been successfully delivered:
  • Usability Testing for Everyone
  • Most Commonly Used HTML Tags & Attributes for Accessibility
  • UX Process & Strategy Topic – Storyboarding
  • SSE Accessibility Requirement Discovery with Product Teams
  • Tier 01 Accessibility
  • Oracle Accessibility Process
 
 
Reviews & Documentations
The following processes and methodologies have been finalized and published on the team’s Wiki as official references:
  • The UX Deliverable Types and User Research Methodologies
    • Official reference for the Stakeholder Jira UX Project Request Process
  • Project Allocation Process
  • UX Methodology Series:
    • Cognitive Walkthroughs
    • Formative UX Evaluation
    • Summative UX Evaluation
  • SSE Accessibility Requirements
    • Accessibility Coding Best Practices
    • Accessibility Coding Examples
 
 

 
High-level UX Process

 

Oracle Cerner Clinical UX Team>

 
UX Process Development for the Summative Evaluation User Research Method
The high-level process for the Summative Evaluation research stage has been defined and developed. The process documentation includes:
  • The stage goal
  • When to perform this state
  • Roles and Responsibilities
  • Input requirements
  • Output requirements
  • Sub-processes
 
 
User Interviews with the Clinical UX Team (Designers & Researchers)
User interviews were conducted with clinical UX team members (UX designers and researchers) to identify specific pain points and gather insights for process improvement. We used open-ended questions to gather in-depth, qualitative data.
 
 
Review & Documentation
Peers and clinical UX team leadership reviewed the high-level process for the summative evaluation stage. The finalized documentation was then published on the official UX team Wiki page as a single, comprehensive reference source.

 
 
 

Challenges, Resolutions, and Lessons Learned
 
 

Challenge 1) Multiple concurrent UX project requests with urgent deadlines from product team stakeholders frequently led to the neglect of our team’s User-Centered Design (UCD) process due to limited team resources. This resulted in constant UX debt and persistent overtime work.

 
 

=> Resolutions:

Collaborating with a fellow UX designer, I spearheaded the standardization of our team’s UX process. This initiative formalized key procedures, including a dedicated Jira UX Project Request Process, defined UX Deliverable Types, and established User Research Methodology Lists.

 
 

Through this standardization, we proactively educated product teams on the value of adopting the UCD approach early in their product development cycles—from user pain point discovery to usability testing and UX evaluations.

 
 

To enhance internal project management, I led the development of a Project Allocation Process and a Prioritization Framework based on the Level of Effort (LOE). This allowed our team to proactively provide product teams with clear, standardized options for different UX deliverable types and their corresponding minimum project lengths, effectively managing expectations and workload.

 
 

Additionally, my co-worker and I instituted ongoing knowledge-sharing sessions with the product teams to share our UX and accessibility domain expertise and the standardized UX process within our organization.

 
 

Challenge 2) The initial product development cycle did not incorporate accessibility, leading to significant delays and reworks due to late-stage accessibility reviews and updates.

 
 

=> Resolutions:

In collaboration with a colleague, I co-developed the SSE Accessibility Requirements, contributing specifically to accessible code examples and best practices within the documentation.

 
 

I also created the Accessibility Development Guidelines document for further tailored details. We then integrated and shared these resources with the project development team, enabling them to adopt accessibility best practices into the early stages of the product development lifecycle.

 
 

Challenge 3) While Formative Evaluations were widely used as the primary UX research method, we frequently neglected Summative Evaluations (usability tests at the end of the product development cycle) before releasing products.

 
 

=> Resolutions:

To mitigate post-launch usability risks, the Summative Evaluation became a highly demanded UX research methodology. I proactively joined the clinical UX Process Community to learn about its research process, and I ultimately contributed to developing an enhanced Summative Evaluation UX research process with two fellow UX researchers within this UX Process Community.

 
 

We developed this process not only for clinical applications, but also for non-clinical ones. This initiative allowed me to increase the adoption rate of the Summative Evaluation research method within the SSE ES UX team’s projects.

 
 

Lessons Learned:

  • I learned that many initial plans were abandoned due to constant changes. Therefore, adopting an agile and lean approach was invaluable. Performing constant user feedback sessions, such as UX evaluations and user interviews, along with iterations based on learned findings, generates more efficient, lighter outcomes. This approach increases the product’s efficiency and usability, which ultimately boosts the overall user experience.
  • I learned that good design considers sustainability to sustain the product in the long run. Thus, it is better to adopt a modular design approach for each functionality and directly embed the original design source, compared to recreating the contents. In this way, it improves long-term maintenance.
  • I learned that it is crucial to create presentation materials and resources that are easy to understand and simple to share with cross-functional product teams. This is because people are busy and only know their own expertise.
  • I learned that it is better to generalize UX process content within high-level principles compared to being too specific, because industry standards and trends keep updating.
  • I learned that a User Story Mapping methodology creates a better shared understanding between stakeholders and UX designers. It can make a big difference when the UX team joins the product development cycle as early as possible.
  • I learned that accessibility should be considered from the early stages of the product development cycle, such as the product planning and design stages.
  • I learned that having a third person’s perspective is better than being siloed with a perfectionist mind.
  • I learned that securing company leadership support is a key factor for integrating User-Centered Design and Design Thinking principles into the company culture throughout the product development cycle.

 
 
 
Impact
 

The SSE ES UX team defined and implemented standardized UX and project management processes, which were immediately introduced to project teams and applied to hands-on projects. These standardized processes fostered robust open discussions between the UX team, product stakeholders, and developers. Specifically, ongoing knowledge-sharing sessions effectively communicated the importance of the User-Centered UX design, research processes, and the early adoption of accessibility best practices during the product development cycle, which substantially bridged the gap between the UX and product teams.

 
 

The clinical UX team’s Summative Evaluation user research process development project provided ample opportunities for me to collaborate with fellow UX researchers through one-on-one sessions, live UX Process Community team discussions, and mentoring sessions. Our enhanced Summative Evaluation process was officially approved via peer and UX leadership reviews, and subsequently published in the clinical UX team’s official UX process documentation on the Wiki page.

 

 

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