Product UX discovery to prepare for design the smart way

Collect product insights from every corner with Product UX Discovery

Product UX Discovery at Merge focuses on optimizing agile solution ideation and release, treating each solution as a hypothesis within the framework of Scrum. We emphasize design thinking, avoid over-asserting certainty, and align our efforts with client business objectives through rigorous testing and efficient workflows, ensuring a streamlined path to market and success.

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Why we perform UX discovery

We have discovered that investing our time and effort into the product UX discovery saves us a lot of heartache and our clients a lot of money by minimizing the number of later issues. Performing product discovery helps us collect as much information as possible about our clients and their existing products from various angles and sources. The studies of the competition and the audience add another layer of certainty to what we have to accomplish next.

Individual product discovery components

Our approach to your Product UX Discovery is distinctly characterized by its full individualization — there's no one-size-fits-all approach here. We offer a customized toolkit, carefully shaped to match your product specific needs and preferences, ensuring a tailored and effective experience that sets the stage for successful outcomes.

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Product UX Discovery Kit

Methods and guidance on how to perform a successful product UX discovery to ensure a thought-out and user-centered design.

UX audit

Stakeholder workshops

Competitor analysis

PM system

Product UX Discovery Kit

1

Onboarding

We facilitate a seamless introduction and integration of users into our project or product development process.

2

UX research

We conduct a thorough analysis of competitors and evaluate the user experience to inform design decisions and strategies.

3

Scope prioritization

We identify and rank project requirements based on importance and impact to align with business objectives.

4

Scrum set-up

We implement the Scrum framework to organize and manage the development process in an agile and efficient manner.

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Product UX discovery deliverables

The key deliverables are:

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    Customer journey map
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    Detailed user flows
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    Phased project roadmap
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    Features list
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    Prioritized requirements
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Why choose Merge for your Product UX Discovery?

Individual UX discovery strategy

Individual UX discovery strategy

Our approach involves devising tailored UX discovery strategies that align with your unique product goals and user expectations.

Team UX expertise and proficiency

Team UX expertise and proficiency

Having worked with startups with more than $100 million in funding, we bring the same quality to the UX design for startups just starting out.

100% understanding of your product

100% understanding of your product

We take the time to understand your product, your field, your goals, and what you want your company to achieve.

Proactive and forward-thinking approach

Proactive and forward-thinking approach

Beyond just redesigning, we proactively recommend cutting-edge enhancements that can improve your product's value and business impact.

Maintaining open communication

Maintaining open communication

We keep you informed about the process so you always have a clear understanding of what is going on at the given time.

Accountability and innovation approach

Accountability and innovation approach

We're committed to your product, and suggest innovative improvements that can enhance it and contribute to your business.

Our product UX discovery experience

Experience speaks louder than words. Come take a look at our previous Product UX Discovery cases at Merge.

Owkin

Our work with Owkin involved designing a no-code tool for hypothesis generation across datasets. We also led the product’s UX discovery (stakeholder interviews, workflow mapping, problem framing, competitive analysis) to define requirements and MVP scope. The outcome was aligned teams, validated journeys, a prioritized backlog, and a focused roadmap for design and testing.

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Coinledger

CoinLedger had an old application that users found hard to use. To make it better, our Merge team started a process called Product UX Discovery. We looked closely at how the app worked, how people used it, and how it looked. We made a detailed plan of changes based on what we found. This plan guided our redesign of the app, making it easier and more enjoyable for users.

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Agentless

Agentless is a SaaS platform that helps U.S. home buyers complete a purchase without agents. The engagement validated the model and shaped a clear, state-aware purchase journey. We led product UX discovery with buyer interviews, task mapping, rule audits, low-fidelity prototypes, and tests to tune flows and AI touchpoints. As a result, feasibility was proven, the scope clarified, screens prioritized, and acceptance criteria set.

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RelayPay

We conducted Product UX Discovery to address the intricate dynamics of cryptocurrency integration within traditional finance at RelayPay. Discovery helped us identify what was needed to revamp their platform. Our efforts resulted in a polished, intuitive user experience, striking a delicate balance between conventional and digital finance.

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Alta

Incorporating a Product UX Discovery process, we meticulously analyzed Alta's previous website, pinpointing its strengths and flaws, with a particular emphasis on UX. We closely studied their business model, evaluated how competitors presented themselves online, and leveraged these insights to inform and create a clearer and more intuitive website layout.

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What our clients say

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“The speed and the quality of work were truly noteworthy. From the initial consultation to the final delivery, their work was efficient and effective in creating a product that matched our needs.

Caroline Ohrn, CPO at WeFight

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“The Merge Development team is very good at what they do. It’s why we’ve continued to use their services even after a year. We plan to work with them for the rest of our businesss life.

David Kemmerer, CEO & Co-Founder at CoinLedger

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“We found their expertise in the fintech industry and delivery with a focus on business objectives quite impressive. And, of course, the team excels in both design and development.”

Denys Volokh, CTO at Noviscient

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Product UX Discovery Kit

Methods and guidance on how to perform a successful product UX discovery to ensure a thought-out and user-centered design.

UX audit

Stakeholder workshops

Competitor analysis

PM system

Product UX Discovery Kit

(FAQ) You might be wondering:

Product UX discovery is a series of both consistent and non-linear user-experience-related activities laying the solid foundation for your product’s design and development. By adding this discovery process, the company you have entrusted to design your products (in this case, our team at Merge) plans to cut down the risks of creating the wrong thing.This pre-design step lets our product designers significantly reduce uncertainty before moving on to the next steps and gives any of their future decisions a well-researched background. Overall, product discovery is a certain period of time at the beginning of your project’s creation where we focus on research to generate and transform ideas into the right solutions for you.

Whether we intend to improve a product of yours that’s already in use or create a whole new solution from scratch, the benefits are clear and indisputable. The most apparent advantages involve: • Filling the gap between a detached idea and its value to users before the eventual realization of the design approach. • Bringing all our team members together around a shared understanding of what the project should be. • Preventing cost overruns by planning the project’s budget more thoughtfully thanks to the opportunities to test and validate concepts before committing to them. • Better risk management - we can identify and mitigate problems and potential risks before starting the design phase. • Setting more realistic deadlines and boundaries due to our team establishing a more accurate scope of work.

First, we organize a meeting with stakeholders (technically, our second meeting, the first one is the intro call) where we show them the presentation about our product UX discovery presentation. After the call, our team prepares the follow-up that involves sending our clients a stakeholder questionnaire that’s tailored to their unique needs and requirements for the project. The questionnaire includes dozens of relevant questions about the project, the client’s business, known direct and indirect competitors, and the target audience, all of which are meant to deepen our understanding of the future product. We send this questionnaire together with the presentation and the NDA and then go through it at the workshop itself, which usually lasts no less than an hour.

UX discovery process truly is a cross-functional collaboration since it involves the input of almost all members of the team, plus the involvement of the product owners and stakeholders from the client’s company. We don’t have a strict classification of roles inside this process, which means, for example, that UX research doesn’t solely belong to UX designers. We all collaborate and share a single purpose. There are always team members from the Merge side who: • Plan and perform user research, interviews, and qualitative and quantitative studies - for example, user researchers, UX designers, etc. • Hold discussions with decision-makers from our client’s side and make sure we understand the requirements - head of support, sales representatives, project managers, and marketing managers. • Lead the team and facilitate workshops - product managers, project managers, delivery managers, service designers, etc.

At the end of the discovery phase, the desired outcome involves a research-backed validation of our best ideas and a complete understanding of the problems we need to address and the tasks we need to perform. In more precise terms, it means our team has to produce and possess: • Detailed user personas based on accurate data that will help us create a user-oriented design afterward. • A final service blueprint (information architecture) and a backlog list of all the product's tasks, bugs, updates, and new features. • Detailed user journey and user flow maps. • Low-fidelity UX wireframes as a simplified visual representation of the future product.

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