Gather your remote team to make UX effective
Distance is no longer a challenge for remote and distributed UX teams when working together in RealtimeBoard. This online whiteboard makes your teamwork effective by keeping a collaborative culture, keeping the whole team on one page and uniting functions that were previously executed with separate tools. Let's take a look in detail at how RealtimeBoard makes UX teams more efficient.
Create remote meeting room
There are several audiences that are involved into UX design process:
- UX team members (designers and researchers, can be also remote team members);
- stakeholders (managers and external stakeholders);
- developers (those who make things from concepts).
To start collaborating with your team, regardless of their locations and time zones, create a board, and invite people by clicking the Share button, sending invites and setting access rights. Once they accept your invitation and land on the board, you will see their profile pictures in the bottom right corner. Starting from this moment you can either work on the board in real-time, seeing changes instantly or work asynchronously, seeing all the changes you’ve missed highlighted.
If you are a team leader, but you are constantly looking for ways to increase engagement of your team, RealtimeBoard is here to help:
- Pin comments directly to the points of discussions. Invite your teammates to participate in the dialogue by @mentioning them in the thread or notify everyone at glance (simultaneously) by starting your message with @board.
- Mentioned people will receive notifications via email and in browser. To increase engagement even more, add RealtimeBoard to your Slack team to track comments from RealtimeBoard in the dedicated channel.
- Use RealtimeBoard video chat to benefit from communication and real-time remote collaboration.
RealtimeBoard provides an endless canvas, so there are no boundaries for creative flow. We allow you to separate the board by segments using Frames feature. This will allow keeping your board tidy, while mapping the whole process of UX analysis and design on ONE page.
Note: f. ex. our Lean UX Workshop Demo board contains five frames.
Collect references, best practices, and patterns
RealtimeBoard is a perfect tool to create online mood boards, analyze competitors, collect reference lists or third-party websites pages. It has combined the benefits of a physical whiteboard (where we can stick docs or pictures) with an online tool (where all the data is easy to reach and store). Combining these features makes it a perfect match for visualisation purposes.
Here are RealtimeBoard basic features that will help you to add files, collect references, best practices and patterns:
- Add Docs: connect your Google Drive account to add online Docs, Spreadsheets and other files from your Drive to the board.
- Add images: copy images from any other website and simply paste them on the board.
- add web pages: click on the blue Insert button and choose Capture web page feature.
- add videos: click on the blue Insert button and choose Youtube or Vimeo icons to add videos.
To learn more ways how to add content on the board, please, visit this page.
Collaboration tip: it’s up to you whether to keep in mind the limitations of the programming language you work with or to invite programmers to the board from the beginning of the project. Anyway, it’s extremely useful to attach Google Doc to the board, describing all obstacles and interface ideas to avoid.
Visualize and Design user experience
User research and creating behavioral scenarios are the core parts of each UX design process. The more information about your users you can get the more effective UX will be. In this case having all resources (teammates or documents) in one place is critical to success, and RealtimeBoard solves this problem for you. Moreover, we have equipped it with a bunch of tools to make UX visualisation as smooth as possible.
Co-located teams usually map UX on the whiteboard pinning each idea in a sticker. In RealtimeBoard you can do the same and even more:
- Copy cells in the spreadsheet — paste stickers on the board.
- Use bulk add feature.
- Customize tagging for stickers in the object menu
- Vote with Emoji reactions.
If you are more comfortable with geometry drawing than with stickers — use shapes tool in the toolbar. To create a permanent link between objects while drawing the Flowcharts and Sitemaps, select the line or arrow tool in the Shapes menu, click one object and drag your cursor to the other object without releasing the mouse button.
You can find all must-have UX templates pre-made in the Templates library. To reach this library, click on the blue Insert button and choose templates icon.
Visual story map template (for UX friendly content)
Note: if you have developed a commonly used UX analysis template or see that something is missing, please contribute to this library by simply sending us a note at email@example.com.
RealtimeBoard Demo boards are the public boards with pre-made layouts. You can save these boards (make them private) and customize them together with your team, or just copy the link and share it as a reference in your communication channel. To find Demo boards, scroll down to the bottom of your dashboard.
Note: if you have closed Demo boards section on the dashboard — you can find them in the “i” menu in the top right corner.
Sketching / Prototyping / Wireframing
It’s better to start prototyping while having direct access to User story map and Sitemap. In RealtimeBoard all the references can be located on one page so neither you, nor your remote team need to switch between browser windows or re-login. It optimizes productivity and boosts collaboration speed.
There are three ways to add static prototypes in RealtimeBoard:
- Use wireframing library (located in the Insert feature).
- Use extended shapes library.
- use tablet and stylus as page and pen.
Present your ideas and get approvals
When your UX project cycle is almost finished, you need to present your ideas to the Stakeholders to check whether your project complies with business requirements, get feedback and receive approvals.
There are multiple ways how to present your board to the audience:
- Allow guest access to your board and get a shareable link.
- If your teammates would like to collaborate asynchronously, then separate your board space with Frames and offer guests to choose full-screen mode and switch between frames using ←,→ buttons.
- If they are conservative, you can export your board as PDF.
- If you collaborate in real-time, you can showcase your board, using screen share mode.
Note: only guests invited by the team members can comment the boards, even if they are not signed up for RealtimeBoard.
To get feedback, just pin a comment to the object of discussion. Select color coding for the tasks requiring approvals: f.ex. when the discussion is almost finished, change its color to red and type a message @mentioning decision maker. If he gets his approval you can either change the color to green or resolve the comment.
We hope this tutorial is helpful enough for you make your UX design more effective. If RealtimeBoard has improved your workflow, please send us a note at firstname.lastname@example.org — we would love to share your case in our blog!