5 Best Practices to Get Your Design Reviewed Online

5 Best Practices to Get Your Design Reviewed Online

Best Practices to Get Your Design Reviewed Online

Someone said about design feedback – “Getting feedback from clients, teammates, stakeholders and others on a design can be terrifying and excruciating” [1]

There is whole community of designers who feels the pain of getting their proof/design/creative work reviewed. There are different challenges to get the design approved. Though there is also difference of opinion about whether design should only be approved/rejected by reviewer and whether they should also be contributing to improve the design through their timely feedback.

The story keeps repeating from one design project to another and creative professional/designer gets frustrated with such job. We have put together 6 best practices to get your design reviewed online. We are confident that these best practices and tool will streamline the design review and approval process.

Use Common Format That Works For Everyone

One need to understand that not all reviewers are technical people or they do not have all advance tools and techniques to access/view your design file formats. Of course, unless reviewers and approvers are sitting in the same room along with you, you can not expect them to install designer’s tools (Adobe AD, XD, CC, etc.) on their laptop/desktop. Neither you not want to waste time in converting your design files every other time.

Thus, you will have to identify and adhere to one common file format of the design proof file that will work for everyone involved in the review and approval process. This will help you easily get your design reviewed online.

Identify Reviewers, Approvers of Your Design

Beside the core work of “designing”, major challenge designers face is collaborating with stakeholders. Imagine the situation where designer is expecting feedback from a lawyer. It is quite possible scenario and it may be mandatory in certain cases to get a feedback for a design from legal professional(s).

So it is important to

Segregate purpose based review teams

Design may need to be reviewed

    • From marketing perspective for its appeal, segmentation
    • From finance perspective for product pricing/financial claims
    • From engineering perspective for product performance claims
    • From legal perspective for its compliance with statutory expectations, standards

Thus even if it is a marketing department or agency, marketing team needs online proofing tool. It is all the more useful to segregate the design review teams based on the purpose as mentioned above. This practice ensures that relevant stakeholders are involved and the product/service launch will be appeal to end customers without inviting any legal hassles.

Involve expert, opinion leader

If you want to get spot-on feedback or speedy approval to your design improvement, you got to involve the expert who is also opinion leader. There are some guys who are good at making sense of design appeal better than others; who can articulate the design though process as well as its impact on the end users; who do not mind calling spade-a-spade; who’s help others form their opinion. If you are able to identify such experts and invite them to review your design proof, you will cut down the time to get final approval.

Include only required people, too many stakeholders can delay decision

One also need to bear in mind that inviting too many stakeholders who are unnecessary can delay the decision making process. Too much of feedback either means bad design or it means vague review comments. Both are equally bad and waste time. Designer or the creative director  has to ensure that s/he is involving only required stakeholders.

Identify decision maker and convey your expectations to them

There can be multiple expert reviewers, opinion leaders but unless you clearly identify decision makers, you are still in a limbo. You got to identify specific decision makers who can quickly refer to reviewers’ comment and make the decision about the design. It is also important to convey clear expectations to these stakeholders.

Set a Deadline For The Reviewers And Approvers

Design process can go on endlessly unless you specify a deadline. Each reviewer and approver should know when is the last date to provide the feedback/approval. This clear information about deadline can also bring the sense of urgency among them as well as they can plan their own activities to judiciously spend time to review/approve the design proof files.

Using online proofing software it is possible to send automated reminders or manually remind reviewers and approvers of pending design review/approval. It is just cumbersome to keep reminding all relevant stakeholders for different design files at different times. It is humanly possible to do that but why would you want to waste productive hours into such mundane activities which can be handled automatically.

Inform Reviewers to Use Latest Versions of The Design

It would be such a waste of time if reviewers and approvers of your design have to spend their time looking at the wrong design file. Same story also holds true for multiple versions of same design file. If you are getting your design reviewed/approved by multiple stakeholders, it is absolutely mandatory to inform them about change in the version or whenever new version of the design file is available for their review/approval.

In terms of traditional proofing process, new version information is communicate by sending email or publishing that information somewhere. There are ways in which new technology allows app notifications to let users know about the change in version, new comments, etc. This is pretty much possible using online proofing software for designer.

Collaborate, Communicate Review Comments And Feedback

The most critical and important part of the online design review and approval process is the ability to make, share & view review comment. The new way of online collaboration just simplifies life for designer, reviewers and approvers. The ability to provide precise, contextual feedback is really great; it just convey the message without much ambiguity (where, when) and make it easier for designer to comprehend the feedback.

Emails have been traditional communication tools but too many design review/approval emails floating around easily confuses and frustrates the designer as well as other reviewers. Use of a central place to leave comment with precise annotation controls sets the right context. Designer and other reviewers can search through comments and contribute with more clarity, more confidence in this process.

If you would like to follow most of these best practices, without even doing extra/separate activities, simply use online proofing software ProofCafe. It does everything mentioned above so seamlessly that you do not have to worry about it.


Ref: [1]: DiscussingDesign