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Bram Wessel on UX Techniques for better Information Modeling

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Bram Wessel's presentation at Taxonomy Bootcamp 2013 on how to use techniques from the User Experience discipline to develop and refine better Information Models

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Bram Wessel on UX Techniques for better Information Modeling

  1. 1. DESIGN AND MODELING OF INFORMATION AND EXPERIENCES UX Techniques for Better Information Modeling Taxonomy Bootcamp 2013 11.06.13 factorfirm.com
  2. 2. Philosophy
  3. 3. User Research Now with more awesome! http://www.flickr.com/photos/thisisbossi/4607840005/
  4. 4. Heaven knows I’m miserable now…. http://www.flickr.com/photos/thisisbossi/4607840005/
  5. 5. What does this really mean?
  6. 6. Open Card Sorting: www.rosenfeldmedia.com/books/cardsorting/
  7. 7. Closed Card Sorting: www.rosenfeldmedia.com/books/cardsorting/
  8. 8. Tree Testing (aka “Reverse” Card Sorting) http://dux.typepad.com/dux/2011/03/method-9-of-100reverse-card-sorting.html
  9. 9. How to get more out of
  10. 10. Un-moderated
  11. 11. Generative vs. Evaluative
  12. 12. Getting Beyond
  13. 13. Other UX Techniques - Personas Persona example property of UW Medicine.
  14. 14. Common Taxonomies found in Personas Stage of life Geography / Location Specialties Types of products / services they desire / interact with •  Areas of interest •  Common channels they interact with •  Customer Segment •  Gender Etc… •  •  •  • 
  15. 15. Experience Modeling Discover Consider Decide Attachmate Enters Decision Yes Yes Is this a credible solution? Do I understand my specific need? Does this solution support my requirements? Hand off for detailed research Content 3rd party blog posts Yes No Not Sure No Process Category solution comparisons Company background Solutions briefs by trends Expert Forecast of landscape Best practices by vertical Case studies by vertical Trends in security and productivty Expert Forecast of landscape Expert briefs of best practices Start/stop How to guide: choose a solution Link from sales campaign 3rd party validation Save materials with the project portal New Customer or Expansion Social media Tactical Need Internally identify general need No No Share materials with peers Merger/ Partnership Is this similar to anything we're currently doing? Yes Can an existing vendor fill this need? Do I understand the implications of this expansion? Yes Do my stakeholders know what they need to? Potential nurture email from Attachmate if this process stalls Yes Does leadership understand the implications of this purchase? Yes Yes Is the organization bought in? Do we want to move forward with Attachmate? Yes Sales No No No No No Security Breach Yes Audit Failure Find information for the people who need it Product Roadmap Review shared materials on project portal Expert Brief on Best Practices Doug Review materials generated during collaboration via project portal Follow up / Post-mortem with Sales Implementation planning kit IT Influencer No TCO and ROI Calculators Consult an expert Renewal Internal audit Internal Helpdesk records Ben Business Decision Maker Common criteria and guidelines Content: ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ue tin on New Renewal Doug's superiors notify him that they have failed a security/risk audit and assign him to find a solution to make sure it doesn’t happen again. He begins to investigate the problem, and determines that none of their usual vendors offer solutions. Doug's company has been a Reflection customer for several years, and IT’s internal renewal tracking system notifies him that their license and maintenance benefits will expire soon. Company Background Consult an expert Product Roadmap Product roadmap TCO and ROI Calculator Collect feedback in collaborative tools Contact sales / consult an expert Is it time to modernize? Feel confident in my needs assessment Feel confident in my provider selection Fulfill request from a superior Make life easier Maintain continuity Doug: Training offerings Expert briefs on best practices Share Expert forecast of landscape Third party blog posts Validating content from third parties Sales campaigns from Attachmate representatives Social media posts Company background information Common criteria and guidelines for internal audits Internal helpdesk records User Goals: ,c No Do I understand the implications of this renewal? Yes ROI & TCO Calculator Case Studies by vertical No Contact from Sales Business Influencer TCO and ROI Calculators Should we continue with this solution (emulation)? Yes Not Sure Megan Have we gotten value out of this? Not Sure Internal License Audit Product road map Implementation planning kit Training Offerings TCO and ROI Calculators Internal renewal tracking IT Decision Maker How to guide: plan deployment Yes, modernize Robert TCO and ROI Calculators ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ Product roadmap TCO & ROI calculators Category solution comparisons How to guide: Choose a solution How to guide: Plan deployment Training offerings information Implementation planning kit ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ Solution briefs by trends Case studies by vertical Expert forecast of landscape Trends in security and productivity Best practices by vertical Expert briefs on best practices ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ Feel confident in my product selection Garner internal support Identify detailed requirements Assess solutions against requirements Understand the implications of a purchase or renewal Communicate findings to other stakeholders While conducting research online, Doug sees several references to Attachmate, which deals with this kind of problem frequently. He checks them out to make sure they’re a good company to do business with, and the company background information on the website, as well as third party information online, convinces him easily. Attachmate.com shows him several examples of expert briefs on best practices in his industry, and how their products can solve common problems like his. He dives deeper into the solution briefs to make sure Attachmate’s product will work with all the systems his company has in place. In order to learn more, he provides some credentials so that he can access a tool where he can save content from the website, share it with others, and make notes. As he checks the solution against his requirements, he makes notes in this project space. There are business and information security questions he can’t answer, though. In order to resolve those questions, he forwards the appropriate information to the other stakeholders, Ben, Megan, and Robert, with a short message explaining the project. They all make notes based on their expertise, with their impressions and questions about the product, and Doug plans a meeting with leadership. Through the Attachmate project space, he’s able to create packets of information to distribute to everybody at the meeting, where they can quickly see that this solution is a good fit and that all the stakeholders are bought in, as well. After performing an internal audit, Doug determines that Reflection has been very valuable to them so far. He’s not sure, though, whether they should continue with it indefinitely. It’s a good way to interface with their legacy systems, but his superiors might at some point decide to modernize those systems. To decide, he consults with Robert to see if there are any strategic architecture changes on the roadmap. Doug confirms with Robert that they're continuing with the current architecture for this renewal period. Based on the information they find on Attachmate.com and talks with their longstanding sales representative, they decide that Reflection is still a better option than a new system. In order to keep the renewal process moving forward, Doug consults Attachmate’s product roadmap and TCO & ROI calculator, to make sure he knows what they’re really signing up for. In preparation for briefing the stakeholders and getting final approval, Doug collects IT and business information through the site and saves it to his project space and routes it to the appropriate people in his organization. After everybody has weighed in and collected their comments on the project space, Doug presents the proposed course of action at a meeting with the stakeholders. The feedback from the meeting is positive, so he gets back in contact with their sales representative and the renewal goes forward. Implementation planning kit TCO & ROI calculators Case studies by vertical Expert briefs on best practices Company background Garner internal support Successfully implement and deploy solution After everybody determines it is the best solution for this problem, they move ahead with the sales team.
  16. 16. Common Taxonomies found in Experience Models Interactions dependent on information delivery Example – Doug uses an interactive demo to explore features of a product Content types Example – “Doug was looking for a White Paper…” Content Type = “White Paper” Information relationships and dependencies Example – People need to find services by customer goal and location (so the services must be linked to the geography taxonomy and user goals, or goals and locations must be linked explicitly) Frequency of use / or change Example – ‘Products are re-branded every year…” taxonomy must allow for product re-naming and track previous product names
  17. 17. Navigation Models States Arkansas Alaska Alabama etc.
  18. 18. Prototyping
  19. 19. Common Taxonomies found in Prototypes •  Content Types •  Taxonomies •  Search requirements “search box” Search driven content presentation •  Content and Taxonomy relationships •  Relationships between taxonomies
  20. 20. Resources: Card Sorting – Donna Spencer Mental Models – Indi Young Prototyping – Todd Zaki Warfel rosenfeldmedia.com
  21. 21. DESIGN AND MODELING OF INFORMATION AND EXPERIENCES THANK YOU! 04.23.13 info@factorfirm.com http://factorfirm.com @factorfirm

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