Lessons from Balsamiq’s UX & marketing workshops

The latest news from Balsamiq:
How we got our team to be more customer-centric
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The team that knows their customers best will be around the longest.
Hi friends,

This year, with the hard work of our Company Care Group and the 2023 retreat team, nearly everyone at Balsamiq traveled to Bologna, Italy for a week of creativity, focus, and fun. It was the first all-company retreat in four years and just what we needed to recharge our energy reserves, strategize, and connect as a team.
 

Retreats are critical to our success, helping our fully remote team get on the same page and build strong relationships year after year. This year was particularly important, as we’ve made key strategic decisions to evolve our product, added new hires, and changed our company structure. While we had a ton of fun, we also spent two days diving deep into customer-centric thinking, through marketing and UX workshops.

And although you couldn't be there in person, we're bringing the takeaways right to your inbox.
 

A little more about the workshops

Every retreat has a balance of fun and work. We had a blast exploring Bologna in the afternoons and taking a day trip to Venice together, but some of the larger components of this retreat were our marketing and UX workshops.
 

Our marketing workshop was first, focused on understanding our customers and aligning our work with their needs. I partnered with the marketing team and Peldi to put together a presentation that shared our new marketing strategy. Then, we got the whole company involved in customer-first thinking through a brief marketing hackathon. Small groups were designed to have a variety of perspectives: at least one person from each group (department) with the marketing group facilitating conversations.
 

The UX workshop was later in the week and focused on teaching the company discovery skills: identifying and framing problems and conducting research. Jess, our user researcher expert, used non-Balsamiq examples as case studies so even our teammates in HR could apply the skills to their work (like a restaurant with fewer new and recurring customers). The idea was to equip everyone at Balsamiq with the ability to deeply understand their user, no matter what project or feature they’re working on.

While we didn’t plan them together, it’s not surprising that our overall workshop theme was customer-centric thinking. We’ve always advocated for listening to your users and building a community; now we’re working to scale those efforts.

Here were some of the top takeaways we wanted our team to grasp (and according to post-workshop feedback, resonated).
 

Unleash your customer-centric genius

  1. Dive Deep into customer insights: Get inside your customers' heads (figuratively, of course) and discover what makes them tick. When you truly understand their needs and desires, you can create products and experiences that stand out. This was the shining star takeaway of the discovery exercises in our UX workshop and some marketing work we’ve done this year, often centered around customer interviews. If you want to do this too, you can write your own questions (like we did during the workshop) or use an existing framework (we used Customer Camp’s framework earlier this year).
  2. Empathy enhances collaboration: Silos exist when we’re not empathetic or understanding each other’s work. Collaboration is the name of the game, and when you combine different perspectives, you won’t just unleash creativity—you’ll unlock empathy for different skill sets/areas of expertise. We saw this firsthand when the Balsamiq team worked on marketing ideas in the mini hackathon. Our technical and non-technical teams were pretty separate before this workshop!
  3. Embrace creative thinking: Don't be afraid to think outside the box and challenge the status quo. We saw this when we talked about new marketing ideas. It’s easy to stop an idea mid-brainstorm because it’s outside the status quo. Instead, we asked ourselves, “Why could this work? Why would this help our goals? Why does this make sense for our target audience? Why now?“
  4. People aren’t perfect: Here's a little secret—human behavior is beautifully irrational. It's not always logical or predictable, and that's okay. To stay ahead of the game, be ready to adapt and flex with your customers as they evolve. We spent a lot of time talking about this in the context of new generations that use Balsamiq (not surprising after 14+ years in business).
By embracing customer-centric thinking, you'll unlock possibilities and position yourself as a true leader in your field. Your competitors won't know what hit them, and your customers will become lifelong advocates.

And if you’re interested in bringing customer-centric thinking to your teams, we’re happy to share our workshop blueprints. Let us know on LinkedIn!
 

Happy customer of the month

Shoutout to Florian and Brendan from @balsamiq support! They fixed my corrupted file in matter of few hours and saved me a lot of time reworking the wireframes. I love your product for years, now your support as well. Superb and recommended tool for #UX and #wireframes ❤️Adam Martiška 🍀🌈

Wireframing Academy news

Our book, Wireframing for Everyone, is finally out! It’s received some great reviews and sold out just a few days after launch (don’t worry, more copies are coming soon!). You can buy it from the A Book Apart website and online book shops, such as Amazon and Bookshop.org.

We’ve started on a mini media tour 😉 for the book, so you’ll be able to learn a lot more about it in the coming weeks. Leon recently did a webinar for Product Collective and Billy gave a talk at the Enterprise UX conference. We’ll be updating our Talks and Presentations page as new videos and podcasts are published.

Lastly, we sponsored Dan Olsen’s Lean Product & Lean UX meetup for the next 6 months so that PMs and startup folks can learn more about how wireframing can help them do their work better 😊
 

UX/UI links for June

Company news

In addition to our company retreat, we’ve been taking a close look at our resources, communication, and planning. As business needs evolve, we’ve found opportunities to consider part-time team members and contractors (for example, Italian law newly requires a specific hire, or we need some IT support but not enough for full-time). The Company Care Group is considering how to structure part-time hours, weighing workload, professional development, and exercise time. We don’t have all the answers yet, but we’re experimenting with what feels right.

We also continue to focus on aligning job descriptions, titles, and salaries, as well as evaluating our interim managers (the first managers we’ve had at Balsamiq who committed to a ~1-year trial run). We’re taking our time to sort through the nuances unique to our company. And as always:
  • 📣 Calling all customers! We need your valuable input to enhance collaboration within our product! Complete our quick survey and help us shape a better experience together. 🚀

  • Sponsorships and raffles: Notable events we’re sponsoring include Enterprise UX, Pride Summit, Collaborate Bristol, and more!

  • Notable recipients of our Free Software Program:
    • HUMAN ROBOTICS' mission is to introduce and engage young minds by making Science, Technology, Engineering, Arts, and Mathematics (STEAM) fun and exciting
    • Scafander Games create interactive smartphone novels to help educate young people about human rights
    • Bibliothèques Sans Frontières (Libraries Without Borders) is an NGO that empowers vulnerable populations by facilitating their access to education, culture, and information

That's it for this month!

How does your team encourage customer-first thinking? We’re curious (and read all your replies).

See you next month, with more behind-the-scenes news from your friends at Balsamiq!
Arielle for the Balsamiq Team

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