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How to Overhaul Your Design Without Upsetting
Your Users




                                Mary Piontkowski, Macadamian
                                      Brian Lawley, 280 Group
Agenda
  PART 1
  Meet the Speakers

  PART 2
  WHEN to Consider Overhauling
  Your Design in the Seven Phase Life Cycle

  PART 3
  HOW to Overhaul Your Design
  Without Upsetting Your Users




                                              2
Introductions


              Brian Lawley                                  Mary Piontkowski
              CEO & Founder                                 Director, User Experience
              280 Group                                     Macadamian

 Brian Lawley is the CEO and Founder of         Mary Piontkowski, Macadamian’s
 the 280 Group and the author three             Director, User Experience, has worked
 best-selling books, The Phenomenal             with high-profile companies such as
 Product Manager, Expert Product                Adaptive Path, Organic, and
 Management and 42 Rules of Product             Macromedia. Through her strategic
 Management and is the former                   approach, creative expertise, and
 President of the Silicon Valley Product        mastery of a variety methods for
 Management Association. Brian was              design and innovation, Mary has
 awarded the Association of International       helped build robust experiences for
 Product Marketing Management award             Fortune 100 and 500 companies such
 for Thought Leadership in Product              as Macy's, Levi's, PayPal, Sun
 Management, and has been featured on           Microsystems, Hasbro, Sprint, AT&T,
 World Business Review and the Silicon          Allstate, and Microsoft.
 Valley Business Report.


                     Confidential   5/17/2012                                           3
About 280Group: Seven Phase LifeCycle Book

-   Everyone gets a copy
-   www.tinyurl.com/freeoppbook
-   Please share!




                                             5
About Macadamian – Research, Design, & Development




            Confidential   5/17/2012                 6
PART 2
WHEN to Consider Overhauling
Your Design in the Seven Phase
Life Cycle




                                 7
Seven Phase LifeCycle™

• Phase: Stage in the product lifecycle
• Gate: Critical decision point ending a phase, and starting the next
• Product LifeCycle: phases from conceive to retire




                                                                        8
9
10
PART 3
HOW to Overhaul Your Design
Without Upsetting Your Users
1. Make changes based on evidence
2. Have a process in place to collect the right kind of evidence
3. Decide if a redesign is in order
4. Redesign with the right expertise & process
5. Be prepared for backlash




                                                                   11
1. Make changes based on EVIDENCE




                                12
Evidence vs. Subjective Ideas & Debates




Evidence                          Subjective Ideas & Debates

•   Goals                         •   Endless UI debates
•
•
    Metrics / performance
    Observation             VS.   •
                                  •
                                      Pet projects
                                      Feature creep
•   User feedback                 •   Tunnel vision
•   Competitive landscape         •   Unnecessary facelifts
                                  •   Dogmatic advice




                                                               13
2. Have a PROCESS in place to collect
      the right kind of evidence




                                    14
User-Centered Design Process




                               15
Tools for Gathering and Making Sense of Evidence

•   Personas and customer journey maps
•   Metrics and satisfaction scores
•   Ongoing usability and observation
•   Ongoing competitive analysis
•   Value & opportunity assessment




                                                   16
Research Should Be Ongoing




−    Observation                                        −   Usability
−    Contextual inquiry                                 −   Surveys
−    Participatory design                               −   Internal brainstorms with SMEs
−    Card sorting and structured in person activities




                                                                                             17
Consider Context When You Seek Feedback
Where? What Else is Going On?




                                          18
Experience Maps: Diagram Your Customer’s Journey




                                                   19
Personas: Paint a Picture of The Motivations and Key Use Cases


                                      •   People typically connect
                                          with stories better than
                                          reports
                                      •   Paint a picture of key user
                                          types
                                      •   Demonstrate use cases and
                                          priority tasks
                                      •   Use a quote to express the
                                          impact the product has on
                                          the user




                                                                        20
Have a Process in Place to Collect the Right Kind of Evidence

 • Keep Complaints in Check
 • Get to the Bottom of the Real Issues
 • Be “proactive” not “reactive”



                 “Your Product Sucks!” (      )




                                                                21
3. Decide if a REDESIGN is in order




                                      22
With Evidence, Determine the True Issues

 • Big or small?

 • Extreme or expected?

 • What is there to lose? What is there to gain?
     − Customers?
     − Investors?
     − ROI?
     − Image?




                                                   23
4. Redesign With the Right
 EXPERTISE & PROCESS




                             24
Design With the Right Expertise & Process

 • Is additional expertise required?

 • Is additional strategy or research required?

 • Inside vs. outside?

 • Don’t be afraid to simplify!

 • Test your concepts first!




                                                  25
5. Be PREPARED for Backlash




                              26
Be Prepared for Backlash

• Backlash – The biggest form of flattery

• People resist change

• Be patient, don’t panic

• Listen

• Process the feedback in context




                                            27
Be Prepared for Backlash

• Have a communication plan, consider your power users

• Have the foresight to respond quickly

• Consider a phased roll-out

• Is training & education required?

• Can product features/notifications help with the transition?




                                                                 28
Thank You!

• Slides: URL will be emailed to everyone
• Giveaways
   − Product Management LifeCycle Toolkit™
   − One copy of each book




                                             29
Contact Us

Mary Piontkowski
mpiontkowski@macadamian.com
Follow Macadamian on Twitter: @macadamianlabs

Brian Lawley
CEO & Founder
280 Group LLC
contact@280group.com
Follow 280 Group on Twitter: @the280Group




                                                30
Design Resources
Books:
•   The Designful Company: How to build a culture of nonstop innovation, Marty
    Neumeier
•   Innovation Workshop, Marty Neumeier
•   Switch: How to Change Things When Change is Hard, Chip Heath and Dan Heath
•   Change by Design: How Design Thinking Transforms Organizations and Inspired
    Innovation, Tim Brown
•   Inside Apple, Adam Lashinsky
Experience Map Resources:
•   http://www.adaptivepath.com/ideas/the-anatomy-of-an-experience-map
•   http://desonance.wordpress.com/2010/06/16/customer-experience-mapping/
•   http://nform.com/blog/2010/02/experience-maps-cross-channel-experiences-
    deliverable-for-gamers
•   http://rosenfeldmedia.com/books/mental-models/
Persona Resources:
•   http://www.cooper.com



                                                                                  31
32

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How To Overhaul Your UI Design Without Upsetting Users

  • 1. How to Overhaul Your Design Without Upsetting Your Users Mary Piontkowski, Macadamian Brian Lawley, 280 Group
  • 2. Agenda PART 1 Meet the Speakers PART 2 WHEN to Consider Overhauling Your Design in the Seven Phase Life Cycle PART 3 HOW to Overhaul Your Design Without Upsetting Your Users 2
  • 3. Introductions Brian Lawley Mary Piontkowski CEO & Founder Director, User Experience 280 Group Macadamian Brian Lawley is the CEO and Founder of Mary Piontkowski, Macadamian’s the 280 Group and the author three Director, User Experience, has worked best-selling books, The Phenomenal with high-profile companies such as Product Manager, Expert Product Adaptive Path, Organic, and Management and 42 Rules of Product Macromedia. Through her strategic Management and is the former approach, creative expertise, and President of the Silicon Valley Product mastery of a variety methods for Management Association. Brian was design and innovation, Mary has awarded the Association of International helped build robust experiences for Product Marketing Management award Fortune 100 and 500 companies such for Thought Leadership in Product as Macy's, Levi's, PayPal, Sun Management, and has been featured on Microsystems, Hasbro, Sprint, AT&T, World Business Review and the Silicon Allstate, and Microsoft. Valley Business Report. Confidential 5/17/2012 3
  • 4.
  • 5. About 280Group: Seven Phase LifeCycle Book - Everyone gets a copy - www.tinyurl.com/freeoppbook - Please share! 5
  • 6. About Macadamian – Research, Design, & Development Confidential 5/17/2012 6
  • 7. PART 2 WHEN to Consider Overhauling Your Design in the Seven Phase Life Cycle 7
  • 8. Seven Phase LifeCycle™ • Phase: Stage in the product lifecycle • Gate: Critical decision point ending a phase, and starting the next • Product LifeCycle: phases from conceive to retire 8
  • 9. 9
  • 10. 10
  • 11. PART 3 HOW to Overhaul Your Design Without Upsetting Your Users 1. Make changes based on evidence 2. Have a process in place to collect the right kind of evidence 3. Decide if a redesign is in order 4. Redesign with the right expertise & process 5. Be prepared for backlash 11
  • 12. 1. Make changes based on EVIDENCE 12
  • 13. Evidence vs. Subjective Ideas & Debates Evidence Subjective Ideas & Debates • Goals • Endless UI debates • • Metrics / performance Observation VS. • • Pet projects Feature creep • User feedback • Tunnel vision • Competitive landscape • Unnecessary facelifts • Dogmatic advice 13
  • 14. 2. Have a PROCESS in place to collect the right kind of evidence 14
  • 16. Tools for Gathering and Making Sense of Evidence • Personas and customer journey maps • Metrics and satisfaction scores • Ongoing usability and observation • Ongoing competitive analysis • Value & opportunity assessment 16
  • 17. Research Should Be Ongoing − Observation − Usability − Contextual inquiry − Surveys − Participatory design − Internal brainstorms with SMEs − Card sorting and structured in person activities 17
  • 18. Consider Context When You Seek Feedback Where? What Else is Going On? 18
  • 19. Experience Maps: Diagram Your Customer’s Journey 19
  • 20. Personas: Paint a Picture of The Motivations and Key Use Cases • People typically connect with stories better than reports • Paint a picture of key user types • Demonstrate use cases and priority tasks • Use a quote to express the impact the product has on the user 20
  • 21. Have a Process in Place to Collect the Right Kind of Evidence • Keep Complaints in Check • Get to the Bottom of the Real Issues • Be “proactive” not “reactive” “Your Product Sucks!” ( ) 21
  • 22. 3. Decide if a REDESIGN is in order 22
  • 23. With Evidence, Determine the True Issues • Big or small? • Extreme or expected? • What is there to lose? What is there to gain? − Customers? − Investors? − ROI? − Image? 23
  • 24. 4. Redesign With the Right EXPERTISE & PROCESS 24
  • 25. Design With the Right Expertise & Process • Is additional expertise required? • Is additional strategy or research required? • Inside vs. outside? • Don’t be afraid to simplify! • Test your concepts first! 25
  • 26. 5. Be PREPARED for Backlash 26
  • 27. Be Prepared for Backlash • Backlash – The biggest form of flattery • People resist change • Be patient, don’t panic • Listen • Process the feedback in context 27
  • 28. Be Prepared for Backlash • Have a communication plan, consider your power users • Have the foresight to respond quickly • Consider a phased roll-out • Is training & education required? • Can product features/notifications help with the transition? 28
  • 29. Thank You! • Slides: URL will be emailed to everyone • Giveaways − Product Management LifeCycle Toolkit™ − One copy of each book 29
  • 30. Contact Us Mary Piontkowski mpiontkowski@macadamian.com Follow Macadamian on Twitter: @macadamianlabs Brian Lawley CEO & Founder 280 Group LLC contact@280group.com Follow 280 Group on Twitter: @the280Group 30
  • 31. Design Resources Books: • The Designful Company: How to build a culture of nonstop innovation, Marty Neumeier • Innovation Workshop, Marty Neumeier • Switch: How to Change Things When Change is Hard, Chip Heath and Dan Heath • Change by Design: How Design Thinking Transforms Organizations and Inspired Innovation, Tim Brown • Inside Apple, Adam Lashinsky Experience Map Resources: • http://www.adaptivepath.com/ideas/the-anatomy-of-an-experience-map • http://desonance.wordpress.com/2010/06/16/customer-experience-mapping/ • http://nform.com/blog/2010/02/experience-maps-cross-channel-experiences- deliverable-for-gamers • http://rosenfeldmedia.com/books/mental-models/ Persona Resources: • http://www.cooper.com 31
  • 32. 32