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SOUTHWEST AIRLINES

2020

Travel & Lifestyle

2 Weeks

UX Research

Overview

Flying as a mode of transport has evolved over the past couple of years. Recently, there seems to be a growing trend of ‘Frequent Flyers’ who tend to travel on a weekly basis. Southwest Airlines saw an opportunity to make their movement within the airport more efficient and reduce the ambiguity associated with traveling.

Current Scenario

The design team was struggling to justify their decisions due to lack of insights into the lives of frequent travellers. At this point, the team decided to start a self initiated project aimed at understanding the frequent flyers. Considering the team was based out of India and the potential customers were in United States, we had to get creative around our research methods.

Outcome

The team was able to communicate the value of research-driven design. The case study was later shared with the entire studio so that designers/project managers could try out the framework on their engagement. However, only few of the proposed solutions made it to the support release as majority of the ideas weren’t feasible in the given timeframe.

My Role

  • Plan and execute the research methodology that would help us gather information about ‘Frequent Flyers’

  • Conducting interviews to understand how our target audience travel

  • Facilitate a ‘Crazy 8s’ workshop to brainstorm ideas that would enhance the travel experience of Southwest Airlines customers 

Gather information around the journey of ‘Frequent Flyers’ in the United States and identify potential areas of intervention

Research
Approach

The project had a window of 14 days between the MVP release and the support release. We saw an opportunity to utilize this time to talk to frequent flyers and generate opportunities for further enhancements. The process was inspired by the Design Council’s double-diamond framework.

Southwest Airlines_Research Approach.png

Fig. 1: A snapshot of a high-level design plan for the project

Question Everything

We created a list of questions to clarify our assumptions about the current experience. The list was then refined and sorted into categories based on a high-level customer journey. The journey was created by referring to vlogs on a YouTube channel called ‘Simply Aviation.’

Southwest Airlines_Question Everything.png

Fig 2. A snapshot of the questions to clarify our assumptions. Image credits: Keshav Venkatesh

High-Level
Journey

The purpose of the activity was to map the different stages in a travellers journey. The questions were grouped together using affinity mapping to identify high-level journey. It was a framework to organise our questions for the interview sessions.

Southwest Airlines_High Level Journey.png

Fig 3. Representation of organising the questions on the high-level journey map

Interviews

The team interviewed 10 frequent flyers from 2 cities. To keep the sessions engaging we recorded our conversations (with interviewee’s consent) and avoided taking notes in real-time.

Interviewed

10 Flyers

Time

1 Hour

Clarified

~20 Questions

Mapping
Pain-points

The research highlighted various painpoints that the travellers experienced throughout the journey. We categorised and plotted them on the high-level journey map to identify focus areas.

Southwest Airlines_Mapping Pain points.png

Fig 4. Plotting the amount of pain points for each stage of the journey

Persona
Archtypes

We looked at Persona Archtypes to group people based on their travel motivations. We also established guidelines based on the analysis of the interview sessions.

Southwest Airlines_Persona Mapping.png

The Business Traveller

During our conversations with the stakeholders, the Business Traveller was highlighted as the most important archtype. We further refined our observations into statements that can be used to generate insights and opportunity areas.

Travel Preparation

  • Users usually packed light to avoid check-in luggage.

  • Users packed according to the weather at the destination

Pre-Departure Planning

  • Users usually had a mental itinerary after a few trips

  • En-route weather influenced a the travellers journey heavily

Travelling to Airport

  • Most users took cabs to get to the airport

  • Users generally slept, worked, or read en route to the airport

At Airport

  • Most users took cabs to get to the airport

  • Users generally slept, worked, or read en route to the airport

In-Flight

  • Most users did not like to be disturbed during their flights

  • Users preferred catching up on work or rest during their flight

At Destination Airport

  • Users wanted to know the time to de-plane and baggage details

  • Users took rental cars or taxis to their destination

Fig 5. Observations categorised based on the journey maps

Opportunity
Mapping

Understanding the intent behind the actions helped us convert the above mentioned observations into insights. The insights were then used to create oppotunity statements that would guide the team during the brainstorming session.

Southwest Airlines_Opportunity List.png

Fig 6. List of opportunities created from the observations

Southwest Airlines_Opportunity Mapping.png

Crazy 8 Ideation

The workshop was conducted in groups of two, where each team picked up an opportunity category and generated ideas for the same. The ideas were then filtered within the pair and later put on display for the entire team to review.

Southwest Airlines_Brainstorming Session.png

Learnings

The team gained a lot of insight into the journey of ‘The Business Flyer' which helped them back their concepts and solutions while developing. The clients got an opportunity to get a hands-on experience in the product development process which helped us build trust and strengthen our relationship.

Interviews

While interviewing we took a lot of time to collate observations. This was mainly due to the fact that we weren’t taking notes while talking to the customers and decided to extract insights once all the interviews were completed. While the insights turned out very rich, we learned that having someone take notes while we were interviewing could drastically shorten the process as both the activities would happen simultaneously. There is also an opportunity to use Zoom’s AI bot that can convert speech to text.

Effective Storytelling

There were plenty opportunities to use effective documentation techniques like time-lapse or stop-motion to document people actually putting up the ideas on the wall. These effective communication techniques can have an increased impact on the person's understanding of the project.

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