UX Strategy OneSheet

UX StrategyOneSheet31 January 2012#mapux

CreditThis presentation is based on a presentation byRobert Hoekman, Jr. (UX specialist & author)at SXSW Interactive 2011http://www.slideshare.net/miskeeto/5-steps-to-bulletproof-user-experience-strategy

your project

Hoekmansprocess:1. Audit2. Define3. Plan4. Implementation5. Measure6. Repeat

Hoekmansprocess: Define• Establish a vision• Communicate it• The target for everyone to strive towards

W3C process 1. Analysis 2. Design 3. Evaluation 4. Implementation 5. Deploymenthttp://www.w3.org/WAI/ut3/redesign/ucd

W3C process:Analysis• Vision, goals, objectives, challenges & constraints• User Audience• Task / Purpose• Information Architecture• Workflowhttp://www.w3.org/WAI/ut3/redesign/ucd

Simplified1. Strategy2. Concept3. Design

Simplified1. Strategy2. Concept3. Design4. Implement5. Deploy & Measure

Whats the Storyfor the User?

OneSheetSections:• Vision Statement• Situation• Design Criteria• Plan• Metrics

VisionStatement

Situation

Design Criteria• How the UX should feel• Influence, but cant design• Base on Vision Statement

MetricsSource: Cassie McDaniel http://www.alistapart.com/articles/design-criticism- creative-process/

OneSheet:Benefits• Quick deliverable to create• “Exec Summary” of UX• Vision, goals, & metrics• 1 piece of paper

EXAMPLE & WORKSHEET

Vision StatementOrganization:Empower businesses and individuals to acceptcredit cards using their handheld device.Project:To provide a smartphone app and small cardreader for businesses and individuals to acceptcredit cards.

Esris Vision StatementTo provide a geographic approach to problemsolving to ensure better communication andcollaboration for understanding our world.

Take a moment to draft yourprojects vision statement.

SituationWho Individuals needing to accept credit card paymentsWhat Point of sale credit card processing systemWhen Point of sale with a customerWhere Anywhere, with a data connectionWhy Ease of use, limited hardware, budget friendlyHow Using an app on their smartphone & a card reader

Take a moment to draft yourprojects situation

Design Criteria• End-user can install a native smartphone application• End-user can quickly process transactions• End-user can customize for different payment methods (Sales tax, Tips)• End-user can use an online record of transactions for reporting

Take a moment to draft yourprojects design criteria

Plan• Phase 1 – Registration o Set-up account o Install app & configure settings• Phase 2 – Reoccurring Use o Conduct payment transactions o Generate transaction receipts o Administrative management of account• Phase 3 –Reporting o View record of transactions o Generate sales reports

Take a moment to draft yourprojects plan

Metrics• Users should be able to easily install the app• Users should be able to successfully being accepting transactions• Users should be able to successfully view a ledger of transactions for accounting

Take a moment to draft yourprojects metrics

Wrap up• Hoekmans process• W3C UCD process• Simplified process• The Users Story• OneSheet• Example

“Know your users and planeverything with them in mind.”Source: “Yes We Can: The Future of Government Online”white paper by Modius Associates. December 2011.

Frank GarofaloUI / Human Factors Engineer,Esri Professional Services@fgarofaloblog.frankgarofalo.com questions?#mapux

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UX Strategy OneSheet

by Frank Garofalo on Jan 30, 2012

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