Rosenverse

Log in or create a free Rosenverse account to watch this video.

Log in Create free account

100s of community videos are available to free members. Conference talks are generally available to Gold members.

Making it Count: Developing a custom digital metric framework that works

Friday, October 15, 2021 • QuantQual Interest Group
Share the love for this talk
Making it Count: Developing a custom digital metric framework that works
Speakers: Alberto Ferreira
Link:

Summary

NPS, SUS, HEART, CSAT, CES, CLI—the list of ambiguous acronyms goes on and on. Companies are under more pressure than ever to measure and quantify their results and their interactions with customers, but finding the right metric and the right approach is a challenging process that risks leaving key factors behind as you commit to one sole standard. However, what if there is another way to measure digital transformation and how people see your services? This is what this presentation will focus on. You will learn how to navigate the pitfalls of standardized metrics—with their pros and cons—and learn how to build and implement a custom metric framework that incorporates the best aspects of Net Promoter Score, Customer Effort Score, System Usability Scale, and other, into one cohesive and modern whole aimed at developing the actionability and traceability of your operations and customer services. Attendees takeaways include: how to develop a custom framework without losing benchmarking capability, identifying gaps and needs from this framework that is not focused solely on operational numbers, and how to wade through the murky waters of digital experience quantification. Bring your best questions and leave with actionable insights that you can put in use immediately.

Key Insights

  • NPS often obscures diverse customer experiences by aggregating different user segments into a single score.

  • Custom metric frameworks combining behavioral, attitudinal, and quality-of-experience data yield richer insights than standardized metrics.

  • Separating attitudinal (feelings) and behavioral (actions) metrics avoids the risk of conflating different dimensions of user experience.

  • Quantitative data should be supplemented with qualitative verbatims analyzed via sentiment analysis for fuller context.

  • Business leadership prefers simple headline metrics, so complex multi-dimensional data must be distilled carefully, often accompanied by storytelling.

  • Existing UX metrics frameworks like NASA TLX, SUS, SuperQ, and Google HEART offer valuable components but may need adaptation for specific digital contexts.

  • Designing useful metrics starts by clarifying goals, then defining quantity, signals, timeframe, and scope explicitly.

  • High conversion rates alone can be misleading without considering total volume of conversions and user behaviors in context.

  • Customer sentiment is complex and may not align directly with retention or recommendation behavior, so metrics must capture nuance.

  • Short, targeted surveys on key user journeys help balance depth of insight with user willingness to respond.

Notable Quotes

"A user-centered measurement should not be one dimensional because people are complex."

"NPS scores can rise overall, yet new and existing customers might have completely different views that get obscured."

"A metric is usually the result of a relation between two measures, not interchangeable with a measure itself."

"Customers tend to inflate negative feelings in surveys, but that doesn't always reflect their actual behavior."

"We aim to keep the reporting simple for stakeholders while incorporating multiple data points in the background."

"Combining behavioral and attitudinal data helps us understand not just what users do, but how they feel about it."

"We use sentiment analysis on verbatims to quantify positive, neutral, and negative customer feedback over time."

"Designing a metric starts with the goals, not the metric itself."

"Conversion rate alone isn’t sufficient; total conversions and traffic volume also matter."

"Including human stories alongside numbers helps business leaders grasp the complexity behind the metrics."

Ask the Rosenbot
Christian Bason
Expand—Rethinking Design for Public Challenges
2022 • Civic Design Community
Jamie Beck Alexander
How can you find your role in climate?
2024 • Climate UX Interest Group
John Paul de Guzman
10k Screens Later: How We Became a Data-Driven Design Organization
2024 • DesignOps Summit 2024
Gold
Bria Alexander
The Big Question about Resilience: A panel discussion
2024 • DesignOps Summit 2024
Gold
Emily Eagle
Can't Rewind: Radio and Retail
2019 • Enterprise Experience 2019
Gold
Joerg Beringer
Scaling User Research with AI: Continuous Discovery of User Needs in Minutes
2025 • Designing with AI 2025
Gold
Matt LeMay
You Don’t “Get” Anyone to Do Anything
2022 • Design in Product 2022
Gold
Rachel Posman
"Ask Me Anything" with Rachel Posman and John Calhoun, Authors of the Upcoming Rosenfeld Book, The Design Conductors
2024 • DesignOps Summit 2024
Gold
JD Buckley
COMMUNICATE: Discussion
2018 • Enterprise Experience 2018
Gold
Rich Mironov
How Can Product Managers and UXers Help Each Other (and Why are Product Folks so Annoying Sometimes)?
2022 • Design in Product 2022
Gold
Bria Alexander
Day 3 Welcome
2024 • DesignOps Summit 2024
Gold
Ovetta Sampson
Research in the Automated Future
2022 • Advancing Research 2022
Gold
Ebru Namaldi
Designing the Designer’s Journey: Scaling Teams, Culture, and Growth Through DesignOps
2025 • DesignOps Summit 2025
Gold
Bilan Hashi
The Tension Between Story Collecting and Story Telling in Research
2021 • Advancing Research 2021
Gold
Dr. Jamika D. Burge
How UX researchers can partner with (and not be replaced by) AI [Advancing Research Community Workshop Series]
2023 • Advancing Research Community
Jen Briselli
Learning is the north star: service design for adaptive capacity
2025 • Advancing Service Design 2025
Gold

More Videos

Sam Proulx

"Google Docs is not a web page; it’s a web app that requires handling many keyboard shortcuts and focus management."

Sam Proulx

Everything You Ever Wanted to Know About Screen Readers

June 11, 2021

Bria Alexander

"If you are a cohort participant and don’t see your private Slack channel, please let us know so we can guide you."

Bria Alexander

Opening Remarks

November 17, 2022

Corey Nelson

"You do not have to go publicly thank the employer who just laid you off. They’ll be fine without it."

Corey Nelson Amy Santee

Layoffs

November 15, 2022

Milan Guenther

"Blaming the system for failures is like blaming the garden for not growing—the system is made by the people within it."

Milan Guenther

A Shared Language for Co-Creating Ambitious Endeavours

June 6, 2023

Erin May

"75% of democratized studies don’t see full reporting mostly because stakeholders don’t have time for the analysis."

Erin May Roberta Dombrowski Laura Oxenfeld Brooke Hinton

Distributed, Democratized, Decentralized: Finding a Research Model to Support Your Org

March 10, 2022

Sam Proulx

"Getting accessibility integrated into all company processes is essential because accessibility is a culture change."

Sam Proulx

Understanding Screen Readers on Mobile: How And Why to Learn from Native Users

June 6, 2023

Mujtaba Hameed

"It often feels like research becomes beholden to exact quotes rather than the richer story that context provides, what I call the tyranny of transcripts."

Mujtaba Hameed

The new horizon of ethnography: using AI to unlock the full potential of in-person research

March 11, 2026

Ilana Lipsett

"Whoever has been and might continue to be the most negatively impacted absolutely needs to be centered and have their voices at the table."

Ilana Lipsett

Anticipating Risk, Regulating Tech: A Playbook for Ethical Technology Governance

December 10, 2021

Samuel Proulx

"You own the design system, which gives you the unique ability to integrate that accessibility thinking into all of your components."

Samuel Proulx

From Standards to Innovation: Why Inclusive Design Wins

September 10, 2025