SlideShare a Scribd company logo
1 of 49
Download to read offline
THE
SHIFT UX DESIGNER AS
BUSINESS CONSULTANT

Davide ‘Folletto’ Casali
NIGHT.EU
UX Redirector

Advisor
Manifesto Ibridi
manifestoibridi.org
@Folletto
Who here already have a seat at the CxO / MD table?
1 / Frame

2 / Canvas

3 / Drawing
0 / Foundation
BARRIERS TO MAKE UX HAPPEN
Consultant &
agency
attitudes

Politics &
organizational
silos
Lack of
commitment 

to UX

Inertia and
resistance to
change

Driven by
technology &
constraints

Client lack of
vision, strategy
& businesscase

Client
doesn’t
measure or
understand
the value of
UX

Lack of 

budget

Low
stakeholder
engagement

Ineffective
communication
& persuasion

Consultant
skills &
experience

Lack of 

time
Lack of seniorlevel client
sponsor for UX
Lack of
resources

Client doesn’t
understand UX
processes

Thanks to Jason Mesut
Source: Making UX Happen survey of top 3 barriers (94 respondents)
My Client Does Not Understand Me
My Boss Does Not Understand Me
My ____ Does Not Understand Me
A story—
a european telco
4 weeks project
overtime
overbudget
frustration
Solved with a 3 hour workshop
We love our craft, often more than results.
Anger. 

Frustration. 

Long days. 

Misunderstandings.
We have met
the enemy
and he is us.
Different Reasons for Different People

HUGE
EGO

IMPOSTOR
SYNDROME
Early Red Flag:
Any empty criticism against the client.
A design that doesn't
get used is a failed
design by definition.
— THE SHIFT —
Use the core skills of designers
on a different objective.
CONWAY’S LAW
Any organization that designs a system
will produce a design whose structure is a copy
of the organization's communication structure.
Designer

Product
Designer

Organization

Product
1 / Frame
MINDSET
ROI (abbr.)	

1. Return On Investment 	

The earning power of assets measured as
the ratio of the net income (profit less
depreciation) to the average capital
employed (or equity capital) in a company
or project.	

Expressed usually as a percentage, return on
investment is a measure of profitability that
indicates whether or not a company is using
its resources in an efficient manner. For
example, if the long-term return on
investment of a company is lower than its
cost-of-capital, then the company will be
better off by liquidating its assets and
depositing the proceeds in a bank. Also
called rate of return, or yield.
Bottom Line (def.)	

1. Net Income After Tax 	

2. What is left after all is said and done.

Learn Their Vocabulary

Budget (noun)	

An estimate of costs, revenues, and
resources over a specified period, reflecting
a reading of future financial conditions and
goals.	

One of the most important administrative
tools, a budget serves also as a (1) plan of
action for achieving quantified objectives,
(2) standard for measuring performance,
and (3) device for coping with foreseeable
adverse situations.

Scope Creep (def.)	

Small changes in a plan or project that
necessitate other changes which lead to still
more changes ... and so on.

Risk Analysis (def.)	

1. Corporate: As a component of risk
management, it consists of (1) Identification
of possible negative external and internal
conditions, events, or situations, (2)
Determination of cause-and-effect (causal)
relationships between probable happenings,
their magnitude, and likely outcomes, (3)
Evaluation of various outcomes under
different assumptions, and under different
probabilities that each outcome will take
place, (4) Application of qualitative and
quantitative techniques to reduce
uncertainty of the outcomes and associated
costs, liabilities, or losses.
I need the 12 pages designed by Tuesday.

Can you make the logo bigger?

A week is enough right?

Educate

Can you do your design stuff on this deck?

It would save us a lot of trouble if we didn’t have to pay you.

This is her idea and I just think it’s too brilliant to be bothered by rules.
Set Expectations
Here’s what you are going to get: ____
A story—
cross-country team for USA client
KPI re-alignment project
no objective stated
middlemen
yes-men
Counter-pitched with a new approach
2 / Canvas
CONTEXT
DESIGNER

understand

BUSINESS
Understand the Business Model
Business Model Canvas
Business Needs
Take the brief and identify the end-goal of the project in business terms.
Clients from Hell · January 14, 2014

CLIENT: We need you to design an app for our company.
ME: Okay. What would you like the app to do?
CLIENT: Keep me from losing my job.
Business Needs
Hidden Request
The untold truth about the project: personal interests, company politics, etc.
A story—
a european bank
1+ years contract
RFP identical to existing activities
they wanted to replace existing agency
internal power struggle
We stepped out
POLITICS

Who pays?

Who gains?

Who loses?
DESIGNER

transform

BUSINESS
Marketing

Client
Agency

One Team

Development / IT

Other
Rhythm
observe

dot
LOOP

do

think

The Dot Loop, the simplest process possible (2010)
PLAN
A good project manager is your dearest friend.

1-WEEK
ITERATIONS

DELIVERABLES

REVIEWS

DIFFERENT
STREAMS

MILESTONES

PHASES
3 / Drawing
ENVIRONMENT
Campaigns
Maintenance
Backoffice Work
Other units

Impact

Brand perception
Systems

Workflows

Other projects
WRITE

Write everything.
Summarize & send to check.
Have a clear call to action.
Go for yes/no replies.
If you use the text log against the client, you lost.
Visualize Everything

by Enrico Baldetti
Keep Iterating
Keep Setting Expectations
0 / Attitude + System Thinking

1 / Mindset
· Vocabulary
· Educate
· Set Expectations

2 / Context
· Business Model & Need
· Hidden Request
· Politics
· One Team
· Rhythm

3 / Environment
· Impact
· Write
· Visualize
Is something missing?
Contact me: @Folletto ;)
!

(I’m writing a book and looking for case studies and feedback)
“

To complicate is easy, to simplify is hard.
To complicate, just add,
everyone is able to complicate.
Few are able to simplify.
Bruno Munari

”
Thanks.

@Folletto

More Related Content

What's hot

Qualtrics CX Live Auckland
Qualtrics CX Live AucklandQualtrics CX Live Auckland
Qualtrics CX Live AucklandEileen Racca
 
Ericsson Review: Crafting UX - designing the user experience beyond the inter...
Ericsson Review: Crafting UX - designing the user experience beyond the inter...Ericsson Review: Crafting UX - designing the user experience beyond the inter...
Ericsson Review: Crafting UX - designing the user experience beyond the inter...Ericsson
 
Stop Wasting Your Analytics Budget - edUi 2016
Stop Wasting Your Analytics Budget - edUi 2016Stop Wasting Your Analytics Budget - edUi 2016
Stop Wasting Your Analytics Budget - edUi 2016Mitch Daniels
 
Forrester the customer-experience-management-maturity-model
Forrester the customer-experience-management-maturity-modelForrester the customer-experience-management-maturity-model
Forrester the customer-experience-management-maturity-modelBiswanath Swain
 
Futurelab reseach CX challenges 2020
Futurelab reseach CX challenges 2020Futurelab reseach CX challenges 2020
Futurelab reseach CX challenges 2020Futurelab
 
Managing stakeholders as critical success factor in operational excellence
Managing stakeholders as critical success factor in operational excellenceManaging stakeholders as critical success factor in operational excellence
Managing stakeholders as critical success factor in operational excellenceThe Jamilah H
 
UX STRAT USA, Ben Judy, "Mission-Based Experience Design Strategy"
UX STRAT USA, Ben Judy, "Mission-Based Experience Design Strategy"UX STRAT USA, Ben Judy, "Mission-Based Experience Design Strategy"
UX STRAT USA, Ben Judy, "Mission-Based Experience Design Strategy"UX STRAT
 
UX STRAT Online 2021 Presentation by Rina Tambo Jensen
UX STRAT Online 2021 Presentation by Rina Tambo JensenUX STRAT Online 2021 Presentation by Rina Tambo Jensen
UX STRAT Online 2021 Presentation by Rina Tambo JensenUX STRAT
 
Point of View Development Template
Point of View Development TemplatePoint of View Development Template
Point of View Development TemplateRob Leavitt
 
UX STRAT USA 2021: Sönke Rohde, Salesforce
UX STRAT USA 2021: Sönke Rohde, SalesforceUX STRAT USA 2021: Sönke Rohde, Salesforce
UX STRAT USA 2021: Sönke Rohde, SalesforceUX STRAT
 
Project Management Using Design Thinking
Project Management Using Design Thinking Project Management Using Design Thinking
Project Management Using Design Thinking Saurabh Kaushik
 
Demystifying User Experience
Demystifying User ExperienceDemystifying User Experience
Demystifying User ExperienceCake and Arrow
 
Product Strategies For Growth
Product Strategies For GrowthProduct Strategies For Growth
Product Strategies For GrowthUXDXConf
 
UX STRAT Asia 2020: Kévin Boezennec, Bank of Singapore
UX STRAT Asia 2020: Kévin Boezennec, Bank of SingaporeUX STRAT Asia 2020: Kévin Boezennec, Bank of Singapore
UX STRAT Asia 2020: Kévin Boezennec, Bank of SingaporeUX STRAT
 
CX Strategy - Presentation to the Human Centred Design Group, Dubai dubai ...
CX Strategy - Presentation to the Human Centred Design Group, Dubai    dubai ...CX Strategy - Presentation to the Human Centred Design Group, Dubai    dubai ...
CX Strategy - Presentation to the Human Centred Design Group, Dubai dubai ...User Vision
 
Return on Design: The business value of design for services
Return on Design: The business value of design for servicesReturn on Design: The business value of design for services
Return on Design: The business value of design for servicesCsilla Narai
 
5 Brilliant Quotes on Agile UX
5 Brilliant Quotes on Agile UX5 Brilliant Quotes on Agile UX
5 Brilliant Quotes on Agile UXYuan Wang
 

What's hot (20)

Qualtrics CX Live Auckland
Qualtrics CX Live AucklandQualtrics CX Live Auckland
Qualtrics CX Live Auckland
 
Ericsson Review: Crafting UX - designing the user experience beyond the inter...
Ericsson Review: Crafting UX - designing the user experience beyond the inter...Ericsson Review: Crafting UX - designing the user experience beyond the inter...
Ericsson Review: Crafting UX - designing the user experience beyond the inter...
 
Stop Wasting Your Analytics Budget - edUi 2016
Stop Wasting Your Analytics Budget - edUi 2016Stop Wasting Your Analytics Budget - edUi 2016
Stop Wasting Your Analytics Budget - edUi 2016
 
Forrester the customer-experience-management-maturity-model
Forrester the customer-experience-management-maturity-modelForrester the customer-experience-management-maturity-model
Forrester the customer-experience-management-maturity-model
 
Futurelab reseach CX challenges 2020
Futurelab reseach CX challenges 2020Futurelab reseach CX challenges 2020
Futurelab reseach CX challenges 2020
 
Managing stakeholders as critical success factor in operational excellence
Managing stakeholders as critical success factor in operational excellenceManaging stakeholders as critical success factor in operational excellence
Managing stakeholders as critical success factor in operational excellence
 
UX STRAT USA, Ben Judy, "Mission-Based Experience Design Strategy"
UX STRAT USA, Ben Judy, "Mission-Based Experience Design Strategy"UX STRAT USA, Ben Judy, "Mission-Based Experience Design Strategy"
UX STRAT USA, Ben Judy, "Mission-Based Experience Design Strategy"
 
UX STRAT Online 2021 Presentation by Rina Tambo Jensen
UX STRAT Online 2021 Presentation by Rina Tambo JensenUX STRAT Online 2021 Presentation by Rina Tambo Jensen
UX STRAT Online 2021 Presentation by Rina Tambo Jensen
 
CX Strategy & Design presentation
CX Strategy & Design presentationCX Strategy & Design presentation
CX Strategy & Design presentation
 
Point of View Development Template
Point of View Development TemplatePoint of View Development Template
Point of View Development Template
 
Designing Experiences
Designing ExperiencesDesigning Experiences
Designing Experiences
 
UX STRAT USA 2021: Sönke Rohde, Salesforce
UX STRAT USA 2021: Sönke Rohde, SalesforceUX STRAT USA 2021: Sönke Rohde, Salesforce
UX STRAT USA 2021: Sönke Rohde, Salesforce
 
Project Management Using Design Thinking
Project Management Using Design Thinking Project Management Using Design Thinking
Project Management Using Design Thinking
 
Consulting skills
Consulting skillsConsulting skills
Consulting skills
 
Demystifying User Experience
Demystifying User ExperienceDemystifying User Experience
Demystifying User Experience
 
Product Strategies For Growth
Product Strategies For GrowthProduct Strategies For Growth
Product Strategies For Growth
 
UX STRAT Asia 2020: Kévin Boezennec, Bank of Singapore
UX STRAT Asia 2020: Kévin Boezennec, Bank of SingaporeUX STRAT Asia 2020: Kévin Boezennec, Bank of Singapore
UX STRAT Asia 2020: Kévin Boezennec, Bank of Singapore
 
CX Strategy - Presentation to the Human Centred Design Group, Dubai dubai ...
CX Strategy - Presentation to the Human Centred Design Group, Dubai    dubai ...CX Strategy - Presentation to the Human Centred Design Group, Dubai    dubai ...
CX Strategy - Presentation to the Human Centred Design Group, Dubai dubai ...
 
Return on Design: The business value of design for services
Return on Design: The business value of design for servicesReturn on Design: The business value of design for services
Return on Design: The business value of design for services
 
5 Brilliant Quotes on Agile UX
5 Brilliant Quotes on Agile UX5 Brilliant Quotes on Agile UX
5 Brilliant Quotes on Agile UX
 

Viewers also liked

Digital Summit - Seattle 2017
Digital Summit - Seattle 2017 Digital Summit - Seattle 2017
Digital Summit - Seattle 2017 Mathew Sweezey
 
Tech Trends 2014
Tech Trends 2014 Tech Trends 2014
Tech Trends 2014 frog
 
Акция «доброе дело» — ликвидируем цифровое неравеснство
Акция «доброе дело» — ликвидируем цифровое неравеснствоАкция «доброе дело» — ликвидируем цифровое неравеснство
Акция «доброе дело» — ликвидируем цифровое неравеснствоMaxim Karakulov
 
The Future of TV
The Future of TV The Future of TV
The Future of TV Distilled
 
American Banking Association Marketing Conference - Modern Consumers
American Banking Association Marketing Conference - Modern ConsumersAmerican Banking Association Marketing Conference - Modern Consumers
American Banking Association Marketing Conference - Modern ConsumersMathew Sweezey
 
Master in Architettura dell'Informazione IED 2012
Master in Architettura dell'Informazione IED 2012Master in Architettura dell'Informazione IED 2012
Master in Architettura dell'Informazione IED 2012Marzia Bianchi
 
PSFK Future Of Light Report
PSFK Future Of Light ReportPSFK Future Of Light Report
PSFK Future Of Light ReportPSFK
 
UX in Automobiles: Balancing effective UI design & driver safety
UX in Automobiles: Balancing effective UI design & driver safetyUX in Automobiles: Balancing effective UI design & driver safety
UX in Automobiles: Balancing effective UI design & driver safetyJake Zukowski
 
The 4 Must-Haves and Must-Nots for Pitch Deck Presentations
The 4 Must-Haves and Must-Nots for Pitch Deck PresentationsThe 4 Must-Haves and Must-Nots for Pitch Deck Presentations
The 4 Must-Haves and Must-Nots for Pitch Deck PresentationsEthos3
 
The B2B Persona project
The B2B Persona projectThe B2B Persona project
The B2B Persona projectMathew Sweezey
 
PSFK + Architizer: Building Tomorrow
PSFK + Architizer: Building TomorrowPSFK + Architizer: Building Tomorrow
PSFK + Architizer: Building TomorrowPSFK
 
2017 trends in web + email design
2017 trends in web + email design2017 trends in web + email design
2017 trends in web + email designVisible Logic, Inc.
 
SXSW: Designing Smart Objects for Emotional People
SXSW: Designing Smart Objects for Emotional PeopleSXSW: Designing Smart Objects for Emotional People
SXSW: Designing Smart Objects for Emotional Peoplefrog
 
Culture + Design
Culture + DesignCulture + Design
Culture + DesignErik Dahl
 

Viewers also liked (20)

Hello I'm Taylor!
Hello I'm Taylor!Hello I'm Taylor!
Hello I'm Taylor!
 
Digital Summit - Seattle 2017
Digital Summit - Seattle 2017 Digital Summit - Seattle 2017
Digital Summit - Seattle 2017
 
Tech Trends 2014
Tech Trends 2014 Tech Trends 2014
Tech Trends 2014
 
Акция «доброе дело» — ликвидируем цифровое неравеснство
Акция «доброе дело» — ликвидируем цифровое неравеснствоАкция «доброе дело» — ликвидируем цифровое неравеснство
Акция «доброе дело» — ликвидируем цифровое неравеснство
 
UX Fundamentals for Beginners
UX Fundamentals for BeginnersUX Fundamentals for Beginners
UX Fundamentals for Beginners
 
The Future of TV
The Future of TV The Future of TV
The Future of TV
 
American Banking Association Marketing Conference - Modern Consumers
American Banking Association Marketing Conference - Modern ConsumersAmerican Banking Association Marketing Conference - Modern Consumers
American Banking Association Marketing Conference - Modern Consumers
 
Master in Architettura dell'Informazione IED 2012
Master in Architettura dell'Informazione IED 2012Master in Architettura dell'Informazione IED 2012
Master in Architettura dell'Informazione IED 2012
 
PSFK Future Of Light Report
PSFK Future Of Light ReportPSFK Future Of Light Report
PSFK Future Of Light Report
 
UX in Automobiles: Balancing effective UI design & driver safety
UX in Automobiles: Balancing effective UI design & driver safetyUX in Automobiles: Balancing effective UI design & driver safety
UX in Automobiles: Balancing effective UI design & driver safety
 
The 4 Must-Haves and Must-Nots for Pitch Deck Presentations
The 4 Must-Haves and Must-Nots for Pitch Deck PresentationsThe 4 Must-Haves and Must-Nots for Pitch Deck Presentations
The 4 Must-Haves and Must-Nots for Pitch Deck Presentations
 
Fading Money
Fading MoneyFading Money
Fading Money
 
The B2B Persona project
The B2B Persona projectThe B2B Persona project
The B2B Persona project
 
PSFK + Architizer: Building Tomorrow
PSFK + Architizer: Building TomorrowPSFK + Architizer: Building Tomorrow
PSFK + Architizer: Building Tomorrow
 
The Mobile Frontier
The Mobile FrontierThe Mobile Frontier
The Mobile Frontier
 
How to do lean planning
How to do lean planningHow to do lean planning
How to do lean planning
 
The Other #WorldCup #FIFA
The Other #WorldCup #FIFAThe Other #WorldCup #FIFA
The Other #WorldCup #FIFA
 
2017 trends in web + email design
2017 trends in web + email design2017 trends in web + email design
2017 trends in web + email design
 
SXSW: Designing Smart Objects for Emotional People
SXSW: Designing Smart Objects for Emotional PeopleSXSW: Designing Smart Objects for Emotional People
SXSW: Designing Smart Objects for Emotional People
 
Culture + Design
Culture + DesignCulture + Design
Culture + Design
 

Similar to The shift: UX Designers as Business Consultants

The Shift: UX Designer as Business Consultant (2016)
The Shift: UX Designer as Business Consultant (2016)The Shift: UX Designer as Business Consultant (2016)
The Shift: UX Designer as Business Consultant (2016)Erin 'Folletto' Casali
 
Task_TableNameDurationPredecessorsResourcesNotesMobile app plan34 .docx
Task_TableNameDurationPredecessorsResourcesNotesMobile app plan34 .docxTask_TableNameDurationPredecessorsResourcesNotesMobile app plan34 .docx
Task_TableNameDurationPredecessorsResourcesNotesMobile app plan34 .docxerlindaw
 
00 BCG Communications Strategy 091907v3-ORACLE & SAP Implementation818
00 BCG Communications Strategy 091907v3-ORACLE & SAP Implementation81800 BCG Communications Strategy 091907v3-ORACLE & SAP Implementation818
00 BCG Communications Strategy 091907v3-ORACLE & SAP Implementation818Rich Fierson -CSSGB, CICD
 
Project Manager Primer
Project Manager PrimerProject Manager Primer
Project Manager PrimerTom Cremins
 
Six Sigma Green Belt Training Part 4
Six Sigma Green Belt Training Part 4Six Sigma Green Belt Training Part 4
Six Sigma Green Belt Training Part 4Skillogic Solutions
 
ERP/SAP Project Charter
ERP/SAP Project CharterERP/SAP Project Charter
ERP/SAP Project CharterBogdan Gorka
 
Project Management in Advertising
Project Management in AdvertisingProject Management in Advertising
Project Management in AdvertisingKaye I. Smith, PMP
 
Templates In Business Analysis
Templates In Business AnalysisTemplates In Business Analysis
Templates In Business AnalysisAlice166Butler
 
If You Want To Earn More Profits Follow An Established Project Management Met...
If You Want To Earn More Profits Follow An Established Project Management Met...If You Want To Earn More Profits Follow An Established Project Management Met...
If You Want To Earn More Profits Follow An Established Project Management Met...Ed Kozak
 
Project Charter template (contains Scope Section) project nameExe.docx
Project Charter template (contains Scope Section)  project nameExe.docxProject Charter template (contains Scope Section)  project nameExe.docx
Project Charter template (contains Scope Section) project nameExe.docxstilliegeorgiana
 
[Insert project title, e.g. Cosmo Inc.”] Project Scope State.docx
[Insert project title, e.g. Cosmo Inc.”] Project Scope State.docx[Insert project title, e.g. Cosmo Inc.”] Project Scope State.docx
[Insert project title, e.g. Cosmo Inc.”] Project Scope State.docxgerardkortney
 
Project Management as an Art Form
Project Management as an Art FormProject Management as an Art Form
Project Management as an Art FormTreehouse Agency
 
Project Management Overview
Project Management OverviewProject Management Overview
Project Management Overviewcford1973
 
Project management
Project managementProject management
Project managementsatya pal
 
Project Planning, Execution And Closure Essay
Project Planning, Execution And Closure EssayProject Planning, Execution And Closure Essay
Project Planning, Execution And Closure EssayJennifer Letterman
 
MBA 6951, Managing Complex Projects 1 Course Learning.docx
MBA 6951, Managing Complex Projects 1 Course Learning.docxMBA 6951, Managing Complex Projects 1 Course Learning.docx
MBA 6951, Managing Complex Projects 1 Course Learning.docxAASTHA76
 
Why Do So Many Software Projects Fail?
Why Do So Many Software Projects Fail?Why Do So Many Software Projects Fail?
Why Do So Many Software Projects Fail?Phil Comelio
 

Similar to The shift: UX Designers as Business Consultants (20)

The Shift: UX Designer as Business Consultant (2016)
The Shift: UX Designer as Business Consultant (2016)The Shift: UX Designer as Business Consultant (2016)
The Shift: UX Designer as Business Consultant (2016)
 
Task_TableNameDurationPredecessorsResourcesNotesMobile app plan34 .docx
Task_TableNameDurationPredecessorsResourcesNotesMobile app plan34 .docxTask_TableNameDurationPredecessorsResourcesNotesMobile app plan34 .docx
Task_TableNameDurationPredecessorsResourcesNotesMobile app plan34 .docx
 
module
modulemodule
module
 
00 BCG Communications Strategy 091907v3-ORACLE & SAP Implementation818
00 BCG Communications Strategy 091907v3-ORACLE & SAP Implementation81800 BCG Communications Strategy 091907v3-ORACLE & SAP Implementation818
00 BCG Communications Strategy 091907v3-ORACLE & SAP Implementation818
 
Project Manager Primer
Project Manager PrimerProject Manager Primer
Project Manager Primer
 
PM_lecture.pdf
PM_lecture.pdfPM_lecture.pdf
PM_lecture.pdf
 
Pm lecture
Pm lecturePm lecture
Pm lecture
 
Six Sigma Green Belt Training Part 4
Six Sigma Green Belt Training Part 4Six Sigma Green Belt Training Part 4
Six Sigma Green Belt Training Part 4
 
ERP/SAP Project Charter
ERP/SAP Project CharterERP/SAP Project Charter
ERP/SAP Project Charter
 
Project Management in Advertising
Project Management in AdvertisingProject Management in Advertising
Project Management in Advertising
 
Templates In Business Analysis
Templates In Business AnalysisTemplates In Business Analysis
Templates In Business Analysis
 
If You Want To Earn More Profits Follow An Established Project Management Met...
If You Want To Earn More Profits Follow An Established Project Management Met...If You Want To Earn More Profits Follow An Established Project Management Met...
If You Want To Earn More Profits Follow An Established Project Management Met...
 
Project Charter template (contains Scope Section) project nameExe.docx
Project Charter template (contains Scope Section)  project nameExe.docxProject Charter template (contains Scope Section)  project nameExe.docx
Project Charter template (contains Scope Section) project nameExe.docx
 
[Insert project title, e.g. Cosmo Inc.”] Project Scope State.docx
[Insert project title, e.g. Cosmo Inc.”] Project Scope State.docx[Insert project title, e.g. Cosmo Inc.”] Project Scope State.docx
[Insert project title, e.g. Cosmo Inc.”] Project Scope State.docx
 
Project Management as an Art Form
Project Management as an Art FormProject Management as an Art Form
Project Management as an Art Form
 
Project Management Overview
Project Management OverviewProject Management Overview
Project Management Overview
 
Project management
Project managementProject management
Project management
 
Project Planning, Execution And Closure Essay
Project Planning, Execution And Closure EssayProject Planning, Execution And Closure Essay
Project Planning, Execution And Closure Essay
 
MBA 6951, Managing Complex Projects 1 Course Learning.docx
MBA 6951, Managing Complex Projects 1 Course Learning.docxMBA 6951, Managing Complex Projects 1 Course Learning.docx
MBA 6951, Managing Complex Projects 1 Course Learning.docx
 
Why Do So Many Software Projects Fail?
Why Do So Many Software Projects Fail?Why Do So Many Software Projects Fail?
Why Do So Many Software Projects Fail?
 

More from Erin 'Folletto' Casali

Mastering Feedback: You, the Team, the Product
Mastering Feedback: You, the Team, the ProductMastering Feedback: You, the Team, the Product
Mastering Feedback: You, the Team, the ProductErin 'Folletto' Casali
 
New Managers: Good Intentions, Half Delegation
New Managers: Good Intentions, Half DelegationNew Managers: Good Intentions, Half Delegation
New Managers: Good Intentions, Half DelegationErin 'Folletto' Casali
 
Design without Ego — TEDxBologna Talk
Design without Ego — TEDxBologna TalkDesign without Ego — TEDxBologna Talk
Design without Ego — TEDxBologna TalkErin 'Folletto' Casali
 
Designing Inclusive Open Source Communities
Designing Inclusive Open Source CommunitiesDesigning Inclusive Open Source Communities
Designing Inclusive Open Source CommunitiesErin 'Folletto' Casali
 
The Making of WordPress·com Calypso: A Team Perspective
The Making of WordPress·com Calypso: A Team PerspectiveThe Making of WordPress·com Calypso: A Team Perspective
The Making of WordPress·com Calypso: A Team PerspectiveErin 'Folletto' Casali
 
Teamwork at the Extremes: WordPress.com and UX for Good
Teamwork at the Extremes: WordPress.com and UX for GoodTeamwork at the Extremes: WordPress.com and UX for Good
Teamwork at the Extremes: WordPress.com and UX for GoodErin 'Folletto' Casali
 
Distributed Companies: A WordPress.com Team Perspective
Distributed Companies: A WordPress.com Team PerspectiveDistributed Companies: A WordPress.com Team Perspective
Distributed Companies: A WordPress.com Team PerspectiveErin 'Folletto' Casali
 
Social Brand Experience: a model for the sociality of brands
Social Brand Experience: a model for the sociality of brandsSocial Brand Experience: a model for the sociality of brands
Social Brand Experience: a model for the sociality of brandsErin 'Folletto' Casali
 
Introduction to Building Wireframes (with Keynote)
Introduction to Building Wireframes (with Keynote)Introduction to Building Wireframes (with Keynote)
Introduction to Building Wireframes (with Keynote)Erin 'Folletto' Casali
 
The Six Elements of Focus to Improve Your Craft
The Six Elements of Focus to Improve Your CraftThe Six Elements of Focus to Improve Your Craft
The Six Elements of Focus to Improve Your CraftErin 'Folletto' Casali
 
Design Principles for Social Change: UX for Good and Inzovu Curve
Design Principles for Social Change: UX for Good and Inzovu CurveDesign Principles for Social Change: UX for Good and Inzovu Curve
Design Principles for Social Change: UX for Good and Inzovu CurveErin 'Folletto' Casali
 
Grow Your Personal Leadership with Your Hybrid Traits
Grow Your Personal Leadership with Your Hybrid TraitsGrow Your Personal Leadership with Your Hybrid Traits
Grow Your Personal Leadership with Your Hybrid TraitsErin 'Folletto' Casali
 
Gestalt Design Principles for Developers
Gestalt Design Principles for DevelopersGestalt Design Principles for Developers
Gestalt Design Principles for DevelopersErin 'Folletto' Casali
 
The Three Speeds of Effective Collaboration
The Three Speeds of Effective CollaborationThe Three Speeds of Effective Collaboration
The Three Speeds of Effective CollaborationErin 'Folletto' Casali
 
Social Experience Design @ UX Australia 2013
Social Experience Design @ UX Australia 2013Social Experience Design @ UX Australia 2013
Social Experience Design @ UX Australia 2013Erin 'Folletto' Casali
 

More from Erin 'Folletto' Casali (20)

Mastering Feedback: You, the Team, the Product
Mastering Feedback: You, the Team, the ProductMastering Feedback: You, the Team, the Product
Mastering Feedback: You, the Team, the Product
 
Design Remote: The Async Advantage
Design Remote: The Async AdvantageDesign Remote: The Async Advantage
Design Remote: The Async Advantage
 
Foundations of Chat Bot Design
Foundations of Chat Bot DesignFoundations of Chat Bot Design
Foundations of Chat Bot Design
 
New Managers: Good Intentions, Half Delegation
New Managers: Good Intentions, Half DelegationNew Managers: Good Intentions, Half Delegation
New Managers: Good Intentions, Half Delegation
 
Design without Ego — TEDxBologna Talk
Design without Ego — TEDxBologna TalkDesign without Ego — TEDxBologna Talk
Design without Ego — TEDxBologna Talk
 
Designing Inclusive Open Source Communities
Designing Inclusive Open Source CommunitiesDesigning Inclusive Open Source Communities
Designing Inclusive Open Source Communities
 
The Making of WordPress·com Calypso: A Team Perspective
The Making of WordPress·com Calypso: A Team PerspectiveThe Making of WordPress·com Calypso: A Team Perspective
The Making of WordPress·com Calypso: A Team Perspective
 
Teamwork at the Extremes: WordPress.com and UX for Good
Teamwork at the Extremes: WordPress.com and UX for GoodTeamwork at the Extremes: WordPress.com and UX for Good
Teamwork at the Extremes: WordPress.com and UX for Good
 
Distributed Companies: A WordPress.com Team Perspective
Distributed Companies: A WordPress.com Team PerspectiveDistributed Companies: A WordPress.com Team Perspective
Distributed Companies: A WordPress.com Team Perspective
 
Social Brand Experience: a model for the sociality of brands
Social Brand Experience: a model for the sociality of brandsSocial Brand Experience: a model for the sociality of brands
Social Brand Experience: a model for the sociality of brands
 
Introduction to Building Wireframes (with Keynote)
Introduction to Building Wireframes (with Keynote)Introduction to Building Wireframes (with Keynote)
Introduction to Building Wireframes (with Keynote)
 
The Six Elements of Focus to Improve Your Craft
The Six Elements of Focus to Improve Your CraftThe Six Elements of Focus to Improve Your Craft
The Six Elements of Focus to Improve Your Craft
 
Design Principles for Social Change: UX for Good and Inzovu Curve
Design Principles for Social Change: UX for Good and Inzovu CurveDesign Principles for Social Change: UX for Good and Inzovu Curve
Design Principles for Social Change: UX for Good and Inzovu Curve
 
Kickstarting Design Thinking
Kickstarting Design ThinkingKickstarting Design Thinking
Kickstarting Design Thinking
 
Grow Your Personal Leadership with Your Hybrid Traits
Grow Your Personal Leadership with Your Hybrid TraitsGrow Your Personal Leadership with Your Hybrid Traits
Grow Your Personal Leadership with Your Hybrid Traits
 
The Thought Pump Model for Meditation
The Thought Pump Model for MeditationThe Thought Pump Model for Meditation
The Thought Pump Model for Meditation
 
Design with Personas: A Lean Approach
Design with Personas: A Lean ApproachDesign with Personas: A Lean Approach
Design with Personas: A Lean Approach
 
Gestalt Design Principles for Developers
Gestalt Design Principles for DevelopersGestalt Design Principles for Developers
Gestalt Design Principles for Developers
 
The Three Speeds of Effective Collaboration
The Three Speeds of Effective CollaborationThe Three Speeds of Effective Collaboration
The Three Speeds of Effective Collaboration
 
Social Experience Design @ UX Australia 2013
Social Experience Design @ UX Australia 2013Social Experience Design @ UX Australia 2013
Social Experience Design @ UX Australia 2013
 

Recently uploaded

simpson-lee_house_dt20ajshsjsjsjsjj15.pdf
simpson-lee_house_dt20ajshsjsjsjsjj15.pdfsimpson-lee_house_dt20ajshsjsjsjsjj15.pdf
simpson-lee_house_dt20ajshsjsjsjsjj15.pdfLucyBonelli
 
Karim apartment ideas 01 ppppppppppppppp
Karim apartment ideas 01 pppppppppppppppKarim apartment ideas 01 ppppppppppppppp
Karim apartment ideas 01 pppppppppppppppNadaMohammed714321
 
Niintendo Wii Presentation Template.pptx
Niintendo Wii Presentation Template.pptxNiintendo Wii Presentation Template.pptx
Niintendo Wii Presentation Template.pptxKevinYaelJimnezSanti
 
guest bathroom white and bluesssssssssss
guest bathroom white and bluesssssssssssguest bathroom white and bluesssssssssss
guest bathroom white and bluesssssssssssNadaMohammed714321
 
10 must-have Chrome extensions for designers
10 must-have Chrome extensions for designers10 must-have Chrome extensions for designers
10 must-have Chrome extensions for designersPixeldarts
 
CAPITAL GATE CASE STUDY -regional case study.pdf
CAPITAL GATE CASE STUDY -regional case study.pdfCAPITAL GATE CASE STUDY -regional case study.pdf
CAPITAL GATE CASE STUDY -regional case study.pdfAlasAlthaher
 
The spirit of digital place - game worlds and architectural phenomenology
The spirit of digital place - game worlds and architectural phenomenologyThe spirit of digital place - game worlds and architectural phenomenology
The spirit of digital place - game worlds and architectural phenomenologyChristopher Totten
 
Giulio Michelon, Founder di @Belka – “Oltre le Stime: Sviluppare una Mentalit...
Giulio Michelon, Founder di @Belka – “Oltre le Stime: Sviluppare una Mentalit...Giulio Michelon, Founder di @Belka – “Oltre le Stime: Sviluppare una Mentalit...
Giulio Michelon, Founder di @Belka – “Oltre le Stime: Sviluppare una Mentalit...Associazione Digital Days
 
Karim apartment ideas 02 ppppppppppppppp
Karim apartment ideas 02 pppppppppppppppKarim apartment ideas 02 ppppppppppppppp
Karim apartment ideas 02 pppppppppppppppNadaMohammed714321
 
FW25-26 Knit Cut & Sew Trend Book Peclers Paris
FW25-26 Knit Cut & Sew Trend Book Peclers ParisFW25-26 Knit Cut & Sew Trend Book Peclers Paris
FW25-26 Knit Cut & Sew Trend Book Peclers ParisPeclers Paris
 
DAKSHIN BIHAR GRAMIN BANK: REDEFINING THE DIGITAL BANKING EXPERIENCE WITH A U...
DAKSHIN BIHAR GRAMIN BANK: REDEFINING THE DIGITAL BANKING EXPERIENCE WITH A U...DAKSHIN BIHAR GRAMIN BANK: REDEFINING THE DIGITAL BANKING EXPERIENCE WITH A U...
DAKSHIN BIHAR GRAMIN BANK: REDEFINING THE DIGITAL BANKING EXPERIENCE WITH A U...Rishabh Aryan
 
Piece by Piece Magazine
Piece by Piece Magazine                      Piece by Piece Magazine
Piece by Piece Magazine CharlottePulte
 
world health day 2024.pptxgbbvggvbhjjjbbbb
world health day 2024.pptxgbbvggvbhjjjbbbbworld health day 2024.pptxgbbvggvbhjjjbbbb
world health day 2024.pptxgbbvggvbhjjjbbbbpreetirao780
 
NBA power point presentation final copy y
NBA power point presentation final copy yNBA power point presentation final copy y
NBA power point presentation final copy ysrajece
 
Map of St. Louis Parks
Map of St. Louis Parks                              Map of St. Louis Parks
Map of St. Louis Parks CharlottePulte
 
General Simple Guide About AI in Design By: A.L. Samar Hossam ElDin
General Simple Guide About AI in Design By: A.L. Samar Hossam ElDinGeneral Simple Guide About AI in Design By: A.L. Samar Hossam ElDin
General Simple Guide About AI in Design By: A.L. Samar Hossam ElDinSamar Hossam ElDin Ahmed
 
guest bathroom white and blue ssssssssss
guest bathroom white and blue ssssssssssguest bathroom white and blue ssssssssss
guest bathroom white and blue ssssssssssNadaMohammed714321
 
AI and Design Vol. 2: Navigating the New Frontier - Morgenbooster
AI and Design Vol. 2: Navigating the New Frontier - MorgenboosterAI and Design Vol. 2: Navigating the New Frontier - Morgenbooster
AI and Design Vol. 2: Navigating the New Frontier - Morgenbooster1508 A/S
 
10 Best WordPress Plugins to make the website effective in 2024
10 Best WordPress Plugins to make the website effective in 202410 Best WordPress Plugins to make the website effective in 2024
10 Best WordPress Plugins to make the website effective in 2024digital learning point
 
Unit1_Syllbwbnwnwneneneneneneentation_Sem2.pptx
Unit1_Syllbwbnwnwneneneneneneentation_Sem2.pptxUnit1_Syllbwbnwnwneneneneneneentation_Sem2.pptx
Unit1_Syllbwbnwnwneneneneneneentation_Sem2.pptxNitish292041
 

Recently uploaded (20)

simpson-lee_house_dt20ajshsjsjsjsjj15.pdf
simpson-lee_house_dt20ajshsjsjsjsjj15.pdfsimpson-lee_house_dt20ajshsjsjsjsjj15.pdf
simpson-lee_house_dt20ajshsjsjsjsjj15.pdf
 
Karim apartment ideas 01 ppppppppppppppp
Karim apartment ideas 01 pppppppppppppppKarim apartment ideas 01 ppppppppppppppp
Karim apartment ideas 01 ppppppppppppppp
 
Niintendo Wii Presentation Template.pptx
Niintendo Wii Presentation Template.pptxNiintendo Wii Presentation Template.pptx
Niintendo Wii Presentation Template.pptx
 
guest bathroom white and bluesssssssssss
guest bathroom white and bluesssssssssssguest bathroom white and bluesssssssssss
guest bathroom white and bluesssssssssss
 
10 must-have Chrome extensions for designers
10 must-have Chrome extensions for designers10 must-have Chrome extensions for designers
10 must-have Chrome extensions for designers
 
CAPITAL GATE CASE STUDY -regional case study.pdf
CAPITAL GATE CASE STUDY -regional case study.pdfCAPITAL GATE CASE STUDY -regional case study.pdf
CAPITAL GATE CASE STUDY -regional case study.pdf
 
The spirit of digital place - game worlds and architectural phenomenology
The spirit of digital place - game worlds and architectural phenomenologyThe spirit of digital place - game worlds and architectural phenomenology
The spirit of digital place - game worlds and architectural phenomenology
 
Giulio Michelon, Founder di @Belka – “Oltre le Stime: Sviluppare una Mentalit...
Giulio Michelon, Founder di @Belka – “Oltre le Stime: Sviluppare una Mentalit...Giulio Michelon, Founder di @Belka – “Oltre le Stime: Sviluppare una Mentalit...
Giulio Michelon, Founder di @Belka – “Oltre le Stime: Sviluppare una Mentalit...
 
Karim apartment ideas 02 ppppppppppppppp
Karim apartment ideas 02 pppppppppppppppKarim apartment ideas 02 ppppppppppppppp
Karim apartment ideas 02 ppppppppppppppp
 
FW25-26 Knit Cut & Sew Trend Book Peclers Paris
FW25-26 Knit Cut & Sew Trend Book Peclers ParisFW25-26 Knit Cut & Sew Trend Book Peclers Paris
FW25-26 Knit Cut & Sew Trend Book Peclers Paris
 
DAKSHIN BIHAR GRAMIN BANK: REDEFINING THE DIGITAL BANKING EXPERIENCE WITH A U...
DAKSHIN BIHAR GRAMIN BANK: REDEFINING THE DIGITAL BANKING EXPERIENCE WITH A U...DAKSHIN BIHAR GRAMIN BANK: REDEFINING THE DIGITAL BANKING EXPERIENCE WITH A U...
DAKSHIN BIHAR GRAMIN BANK: REDEFINING THE DIGITAL BANKING EXPERIENCE WITH A U...
 
Piece by Piece Magazine
Piece by Piece Magazine                      Piece by Piece Magazine
Piece by Piece Magazine
 
world health day 2024.pptxgbbvggvbhjjjbbbb
world health day 2024.pptxgbbvggvbhjjjbbbbworld health day 2024.pptxgbbvggvbhjjjbbbb
world health day 2024.pptxgbbvggvbhjjjbbbb
 
NBA power point presentation final copy y
NBA power point presentation final copy yNBA power point presentation final copy y
NBA power point presentation final copy y
 
Map of St. Louis Parks
Map of St. Louis Parks                              Map of St. Louis Parks
Map of St. Louis Parks
 
General Simple Guide About AI in Design By: A.L. Samar Hossam ElDin
General Simple Guide About AI in Design By: A.L. Samar Hossam ElDinGeneral Simple Guide About AI in Design By: A.L. Samar Hossam ElDin
General Simple Guide About AI in Design By: A.L. Samar Hossam ElDin
 
guest bathroom white and blue ssssssssss
guest bathroom white and blue ssssssssssguest bathroom white and blue ssssssssss
guest bathroom white and blue ssssssssss
 
AI and Design Vol. 2: Navigating the New Frontier - Morgenbooster
AI and Design Vol. 2: Navigating the New Frontier - MorgenboosterAI and Design Vol. 2: Navigating the New Frontier - Morgenbooster
AI and Design Vol. 2: Navigating the New Frontier - Morgenbooster
 
10 Best WordPress Plugins to make the website effective in 2024
10 Best WordPress Plugins to make the website effective in 202410 Best WordPress Plugins to make the website effective in 2024
10 Best WordPress Plugins to make the website effective in 2024
 
Unit1_Syllbwbnwnwneneneneneneentation_Sem2.pptx
Unit1_Syllbwbnwnwneneneneneneentation_Sem2.pptxUnit1_Syllbwbnwnwneneneneneneentation_Sem2.pptx
Unit1_Syllbwbnwnwneneneneneneentation_Sem2.pptx
 

The shift: UX Designers as Business Consultants

  • 1. THE SHIFT UX DESIGNER AS BUSINESS CONSULTANT Davide ‘Folletto’ Casali
  • 5. Who here already have a seat at the CxO / MD table?
  • 6. 1 / Frame 2 / Canvas 3 / Drawing
  • 8. BARRIERS TO MAKE UX HAPPEN Consultant & agency attitudes Politics & organizational silos Lack of commitment 
 to UX Inertia and resistance to change Driven by technology & constraints Client lack of vision, strategy & businesscase Client doesn’t measure or understand the value of UX Lack of 
 budget Low stakeholder engagement Ineffective communication & persuasion Consultant skills & experience Lack of 
 time Lack of seniorlevel client sponsor for UX Lack of resources Client doesn’t understand UX processes Thanks to Jason Mesut Source: Making UX Happen survey of top 3 barriers (94 respondents)
  • 9. My Client Does Not Understand Me
  • 10. My Boss Does Not Understand Me
  • 11. My ____ Does Not Understand Me
  • 12. A story— a european telco 4 weeks project overtime overbudget frustration Solved with a 3 hour workshop
  • 13. We love our craft, often more than results.
  • 14. Anger. 
 Frustration. 
 Long days. 
 Misunderstandings.
  • 15. We have met the enemy and he is us.
  • 16. Different Reasons for Different People HUGE EGO IMPOSTOR SYNDROME
  • 17. Early Red Flag: Any empty criticism against the client.
  • 18. A design that doesn't get used is a failed design by definition.
  • 19. — THE SHIFT — Use the core skills of designers on a different objective.
  • 20. CONWAY’S LAW Any organization that designs a system will produce a design whose structure is a copy of the organization's communication structure.
  • 24. ROI (abbr.) 1. Return On Investment The earning power of assets measured as the ratio of the net income (profit less depreciation) to the average capital employed (or equity capital) in a company or project. Expressed usually as a percentage, return on investment is a measure of profitability that indicates whether or not a company is using its resources in an efficient manner. For example, if the long-term return on investment of a company is lower than its cost-of-capital, then the company will be better off by liquidating its assets and depositing the proceeds in a bank. Also called rate of return, or yield. Bottom Line (def.) 1. Net Income After Tax 2. What is left after all is said and done. Learn Their Vocabulary Budget (noun) An estimate of costs, revenues, and resources over a specified period, reflecting a reading of future financial conditions and goals. One of the most important administrative tools, a budget serves also as a (1) plan of action for achieving quantified objectives, (2) standard for measuring performance, and (3) device for coping with foreseeable adverse situations. Scope Creep (def.) Small changes in a plan or project that necessitate other changes which lead to still more changes ... and so on. Risk Analysis (def.) 1. Corporate: As a component of risk management, it consists of (1) Identification of possible negative external and internal conditions, events, or situations, (2) Determination of cause-and-effect (causal) relationships between probable happenings, their magnitude, and likely outcomes, (3) Evaluation of various outcomes under different assumptions, and under different probabilities that each outcome will take place, (4) Application of qualitative and quantitative techniques to reduce uncertainty of the outcomes and associated costs, liabilities, or losses.
  • 25. I need the 12 pages designed by Tuesday. Can you make the logo bigger? A week is enough right? Educate Can you do your design stuff on this deck? It would save us a lot of trouble if we didn’t have to pay you. This is her idea and I just think it’s too brilliant to be bothered by rules.
  • 26. Set Expectations Here’s what you are going to get: ____
  • 27. A story— cross-country team for USA client KPI re-alignment project no objective stated middlemen yes-men Counter-pitched with a new approach
  • 30. Understand the Business Model Business Model Canvas
  • 31. Business Needs Take the brief and identify the end-goal of the project in business terms.
  • 32. Clients from Hell · January 14, 2014 CLIENT: We need you to design an app for our company. ME: Okay. What would you like the app to do? CLIENT: Keep me from losing my job.
  • 33. Business Needs Hidden Request The untold truth about the project: personal interests, company politics, etc.
  • 34. A story— a european bank 1+ years contract RFP identical to existing activities they wanted to replace existing agency internal power struggle We stepped out
  • 39. observe dot LOOP do think The Dot Loop, the simplest process possible (2010)
  • 40. PLAN A good project manager is your dearest friend. 1-WEEK ITERATIONS DELIVERABLES REVIEWS DIFFERENT STREAMS MILESTONES PHASES
  • 42. Campaigns Maintenance Backoffice Work Other units Impact Brand perception Systems Workflows Other projects
  • 43. WRITE Write everything. Summarize & send to check. Have a clear call to action. Go for yes/no replies. If you use the text log against the client, you lost.
  • 46. 0 / Attitude + System Thinking 1 / Mindset · Vocabulary · Educate · Set Expectations 2 / Context · Business Model & Need · Hidden Request · Politics · One Team · Rhythm 3 / Environment · Impact · Write · Visualize
  • 47. Is something missing? Contact me: @Folletto ;) ! (I’m writing a book and looking for case studies and feedback)
  • 48. “ To complicate is easy, to simplify is hard. To complicate, just add, everyone is able to complicate. Few are able to simplify. Bruno Munari ”