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UX Strategy and Organizational Synergy
Jon Innes
Liam Friedland
UX Strat 2013
11 September 2013
@innes_jon
@liamfriedland
2UX INNOVATION LLC
Strategy & The Learning Organization
Strategic planning perspective:
• Will be?
• Should be?
• New?
• Abandon?
To endure an organization
must learn and adapt
The
Learning
Organization
Group learning
Mentoring (1 to 1)
Individual learning
From “Management: Tasks, Responsibilities and Practices” by Peter Drucker
3UX INNOVATION LLC
Impediment: Organizational Tribalism
Developers Designers PM QA
Developers
As seen by
Designers
As seen by
PM
As seen by
QA
As seen by
4
UX INNOVATION LLC
Collaboration: The Key
•Step outside of your office
•Big picture perspective
•Define strategy for
influencing
•How do you work with
other groups in your
company?
•Cultivate allies
5UX INNOVATION LLC
New relationships
that don’t yet exist
Core
Adjacent
10%
Expanding from existing
relationships into new
ones
Optimizing
relationships
with current
partners
Serving existing relationships
within the business
Serve adjacent relationships
within the business
Outsiders: New ideas and
ways of working
Strategically Investing in Relationships
30%60%
Transformational
6UX INNOVATION LLC
Pathway to Collaboration
Stakeholder
Role
• Individual, group, committee?
• Approves or supports the change?
Needs &
Reactions
• Active, passive, fence-sitter, in opposition?
• Expectations, red flags, hot buttons?
Goals &
Plans
• Visible support, part of the change?
• Directly or indirectly involved?
7UX INNOVATION LLC
Questions Defining UX Strategy
Formative
• What is the problem?
• Who is the user?
Ideation
• What are the possible solutions?
• How exactly might these solutions work?
Summative
• Does the solution meet users expectations?
• How do we measure success?
8UX INNOVATION LLC
Systems Thinking Defines UX Strategy
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UX
Formative
9UX INNOVATION LLC
Systems Thinking Defines UX Strategy
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UXIdeation
10UX INNOVATION LLC
Systems Thinking Defines UX Strategy
Summative
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UX
11UX INNOVATION LLC
Organizing for Innovation
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UX
Market Research
Quality Assurance
Domain Experts
Engineering Advertising
Support Brand Strategy
Sales & Marketing
Content Experts
Product Owners
Project Management
Defining the User Experience Function: Organizing for Innovation. Interactions Magazine, 2007
HCI Researchers
12UX INNOVATION LLC
Tactic: Collaborate to Define Backlog
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UX
1. Conduct user interviews
2. Draft initial user stories
3. Create initial site map
4. Develop initial wireframes
Work with Product Owner
to define requirements
13UX INNOVATION LLC
Tactic: Testing Minimum Viable Prototype
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UX
Work with Agile team to
test MVP
1. Develop mockups
2. Create prototype
3. Validate with users
14UX INNOVATION LLC
Tactic: Concept Pitch to VCs or Execs
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UX
1. Gather scenarios
2. Wireframe key screens
3. Make ’em pretty
4. Build a click thru
Work with entrepreneurs
to develop a new product
concept or service
15UX INNOVATION LLC
Tactic: Re-Architect a Product
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UX
1. Re-imagine direction
2. Build mockups
3. Test designs
4. Create visual language
Work with VP products to
reinvent a product
category
16UX INNOVATION LLC
Tactic: Integrate Acquired Products
1. Understand usage
2. Leverage & extend
existing patterns
3. Develop new patterns
4. Skin it
Work with product teams
to integrate acquired
products onto a platform
Formative
Research
Summative
Research
Interaction
Design
Information
Architecture
Visual
Design
Concept
Prototyping
UX
17
UX INNOVATION LLC
Strategy For Success
• Right people—right time
• Formal & informal channels
• Effective give and take
relationships
• Understand perspectives of
others
• Know when to fight and when
to compromise
18
UX INNOVATION LLC
Summary
• Function as a “change agent”
• Partner tactically to achieve
strategic goals
• Influence others as part of
your “foreign policy”
• Develop cross-org synergies
• Adjust deliverables to align
with strategy

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UX Strat Organizational Synergy

  • 1. UX Strategy and Organizational Synergy Jon Innes Liam Friedland UX Strat 2013 11 September 2013 @innes_jon @liamfriedland
  • 2. 2UX INNOVATION LLC Strategy & The Learning Organization Strategic planning perspective: • Will be? • Should be? • New? • Abandon? To endure an organization must learn and adapt The Learning Organization Group learning Mentoring (1 to 1) Individual learning From “Management: Tasks, Responsibilities and Practices” by Peter Drucker
  • 3. 3UX INNOVATION LLC Impediment: Organizational Tribalism Developers Designers PM QA Developers As seen by Designers As seen by PM As seen by QA As seen by
  • 4. 4 UX INNOVATION LLC Collaboration: The Key •Step outside of your office •Big picture perspective •Define strategy for influencing •How do you work with other groups in your company? •Cultivate allies
  • 5. 5UX INNOVATION LLC New relationships that don’t yet exist Core Adjacent 10% Expanding from existing relationships into new ones Optimizing relationships with current partners Serving existing relationships within the business Serve adjacent relationships within the business Outsiders: New ideas and ways of working Strategically Investing in Relationships 30%60% Transformational
  • 6. 6UX INNOVATION LLC Pathway to Collaboration Stakeholder Role • Individual, group, committee? • Approves or supports the change? Needs & Reactions • Active, passive, fence-sitter, in opposition? • Expectations, red flags, hot buttons? Goals & Plans • Visible support, part of the change? • Directly or indirectly involved?
  • 7. 7UX INNOVATION LLC Questions Defining UX Strategy Formative • What is the problem? • Who is the user? Ideation • What are the possible solutions? • How exactly might these solutions work? Summative • Does the solution meet users expectations? • How do we measure success?
  • 8. 8UX INNOVATION LLC Systems Thinking Defines UX Strategy Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UX Formative
  • 9. 9UX INNOVATION LLC Systems Thinking Defines UX Strategy Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UXIdeation
  • 10. 10UX INNOVATION LLC Systems Thinking Defines UX Strategy Summative Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UX
  • 11. 11UX INNOVATION LLC Organizing for Innovation Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UX Market Research Quality Assurance Domain Experts Engineering Advertising Support Brand Strategy Sales & Marketing Content Experts Product Owners Project Management Defining the User Experience Function: Organizing for Innovation. Interactions Magazine, 2007 HCI Researchers
  • 12. 12UX INNOVATION LLC Tactic: Collaborate to Define Backlog Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UX 1. Conduct user interviews 2. Draft initial user stories 3. Create initial site map 4. Develop initial wireframes Work with Product Owner to define requirements
  • 13. 13UX INNOVATION LLC Tactic: Testing Minimum Viable Prototype Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UX Work with Agile team to test MVP 1. Develop mockups 2. Create prototype 3. Validate with users
  • 14. 14UX INNOVATION LLC Tactic: Concept Pitch to VCs or Execs Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UX 1. Gather scenarios 2. Wireframe key screens 3. Make ’em pretty 4. Build a click thru Work with entrepreneurs to develop a new product concept or service
  • 15. 15UX INNOVATION LLC Tactic: Re-Architect a Product Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UX 1. Re-imagine direction 2. Build mockups 3. Test designs 4. Create visual language Work with VP products to reinvent a product category
  • 16. 16UX INNOVATION LLC Tactic: Integrate Acquired Products 1. Understand usage 2. Leverage & extend existing patterns 3. Develop new patterns 4. Skin it Work with product teams to integrate acquired products onto a platform Formative Research Summative Research Interaction Design Information Architecture Visual Design Concept Prototyping UX
  • 17. 17 UX INNOVATION LLC Strategy For Success • Right people—right time • Formal & informal channels • Effective give and take relationships • Understand perspectives of others • Know when to fight and when to compromise
  • 18. 18 UX INNOVATION LLC Summary • Function as a “change agent” • Partner tactically to achieve strategic goals • Influence others as part of your “foreign policy” • Develop cross-org synergies • Adjust deliverables to align with strategy