Strategic User Experience (ConfabUK 2013)

leisa reichelt
leisa reicheltFreelance UX Consultant at Disambiguity Ltd
Strategic User
 Experience
         @leisa
Strategic User
 Experience
         @leisa
‘everyone has a plan,
until they get
punched in the face’
- Mike Tyson, World Heavyweight Boxing Champion
Top Down
   designing better environments for doing better UX




 Bottom Up
  delivering strategy through execution
?
what is stopping you from
 doing your best work for
         your organisation
org chart           budgets & accounting
        KPIs & targets      leadership


priorities       methodology
incentives        culture
                              vision
  power        environment
   communications           technology
The Golden Circle - Simon Sinek
‘People don’t buy what you do, they buy why you do it’
a customer doesn’t buy a drill...
everyone has their face
    toward the CEO and
their ass toward the customer
           - Jack Welch -
‘Culture eats
 strategy for
  breakfast’
what are you trying to
      achieve?
                         1. vision                 (business purpose)
  what’s the plan?
                         2.   business
                              strategy
                                                   value proposition
                                                   target audience

                                                   business model

                                                   customer experience strategy


                         3.
 what tools keep              customer
 the organisation
                                                   customer journey map
                              experience (CX)
     aligned?
                              framework            personas
                                                   design principles

                                                   KPIs and metrics


   how do we
execute the plan?        4.   strategy driven
                              tactical execution
                                                   cross-disciplinary workflow

                                                   prototyping in code
                                                   evidence driven decisions

                                                   agile, iterative methodology
Business Model
Yes! you need to understand it
 No! you don’t need an MBA
         (unless you want one)



 Make sure you understand and care about
 where the money comes in and goes out
      (both costs or customers lost).
Strategic User Experience (ConfabUK 2013)
Customer
Experience
Customer Journey Mapping




 http://desonance.wordpress.com/2010/06/16/customer-experience-mapping/
A team that has a

 shared mission
that is important
does not get thrown off
by a bad quarter or a bad
press report.
- Gary Hemel
prototyping strategy
        creating strategy through execution
the olden days
design is not linear
problem solving is squiggly
How I work now...
       - get a multidisciplinary team quickly.
      - sketch to HTML, stay out of photoshop
      - real content, prototype/testing content
- multiple prototypes (test lots of ideas, don’t commit)
   - quickly test both qualitative and ‘active’ use
         - let stakeholders ‘touch’ your ideas
     - iterate, the more quickly to learn more.
     - only document what you really need to.
prototyping beats abstraction
Be making,
not documenting
  what does it feel like?
Don’t work alone
    a small, co-located team is best
                -you (UX/IA)
- 1 or 2 FE Developers (UX Developers?)
           - Content Prototyper
             - BA / Project Mgr
        - Visual/Graphic Designer
         - 1 or two Back End Dev
Prototype in Code
        say no to Axure.
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
Don’t Present .psd Files
  spend as little time as possible in photoshop
     only present to stakeholders in HTML
Experiment Immediately
      embrace experimentation
    make evidence based decisions
Prototype Change
  make new things less scary
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
How to Break the Mould?
  prototyping new strategies into existence
customer journey map
                                 informed by one on one interviews


                                                                                               the massive impact that a connection with someone at
                                                                                              Surrey (staff or current student) can have on this decision




                                                                                                                                      the stress (and
                                 prospectus as souvenir in
                                                                                                                                   opportunity for us) of
subject first, then university    early stage of journey      the ‘intellectual’ and very   the highly emotional ‘cultural
                                                                                                                                  the personal statement
                                                             online process of making the    fit’ process of choosing your
                                                                     first shortlist                ‘dream university’
true on current website
      intent survey
search keyword analysis
internal site search terms
Hardcoded Prototype
built on Bootstrap framework
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
Strategic User Experience (ConfabUK 2013)
and it’s responsive!
            surrey.ac.uk
Show, don’t tell
a design principle and a way of working
Make Decisions with Evidence
      embrace experimentation
    make evidence based decisions
card sorting
   will people find courses they want in the subject groupings we propose?
super early click testing
PROTOTYPE          CURRENT WEBSITE
Content Prototyping
       content is crucial.
    experiment with content
At which of these two universities would you prefer to study?
Prototypes
    are

Persuasive
excite your stakeholders
Strategy lives in delivery
              not in meetings
if you get a seat at
 the strategy table...

bring a prototype
thank you!
     @leisa
1 of 56

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Strategic User Experience (ConfabUK 2013)

  • 3. ‘everyone has a plan, until they get punched in the face’ - Mike Tyson, World Heavyweight Boxing Champion
  • 4. Top Down designing better environments for doing better UX Bottom Up delivering strategy through execution
  • 5. ? what is stopping you from doing your best work for your organisation
  • 6. org chart budgets & accounting KPIs & targets leadership priorities methodology incentives culture vision power environment communications technology
  • 7. The Golden Circle - Simon Sinek ‘People don’t buy what you do, they buy why you do it’
  • 8. a customer doesn’t buy a drill...
  • 9. everyone has their face toward the CEO and their ass toward the customer - Jack Welch -
  • 10. ‘Culture eats strategy for breakfast’
  • 11. what are you trying to achieve? 1. vision (business purpose) what’s the plan? 2. business strategy value proposition target audience business model customer experience strategy 3. what tools keep customer the organisation customer journey map experience (CX) aligned? framework personas design principles KPIs and metrics how do we execute the plan? 4. strategy driven tactical execution cross-disciplinary workflow prototyping in code evidence driven decisions agile, iterative methodology
  • 12. Business Model Yes! you need to understand it No! you don’t need an MBA (unless you want one) Make sure you understand and care about where the money comes in and goes out (both costs or customers lost).
  • 15. Customer Journey Mapping http://desonance.wordpress.com/2010/06/16/customer-experience-mapping/
  • 16. A team that has a shared mission that is important does not get thrown off by a bad quarter or a bad press report. - Gary Hemel
  • 17. prototyping strategy creating strategy through execution
  • 19. design is not linear
  • 20. problem solving is squiggly
  • 21. How I work now... - get a multidisciplinary team quickly. - sketch to HTML, stay out of photoshop - real content, prototype/testing content - multiple prototypes (test lots of ideas, don’t commit) - quickly test both qualitative and ‘active’ use - let stakeholders ‘touch’ your ideas - iterate, the more quickly to learn more. - only document what you really need to.
  • 23. Be making, not documenting what does it feel like?
  • 24. Don’t work alone a small, co-located team is best -you (UX/IA) - 1 or 2 FE Developers (UX Developers?) - Content Prototyper - BA / Project Mgr - Visual/Graphic Designer - 1 or two Back End Dev
  • 25. Prototype in Code say no to Axure.
  • 29. Don’t Present .psd Files spend as little time as possible in photoshop only present to stakeholders in HTML
  • 30. Experiment Immediately embrace experimentation make evidence based decisions
  • 31. Prototype Change make new things less scary
  • 37. How to Break the Mould? prototyping new strategies into existence
  • 38. customer journey map informed by one on one interviews the massive impact that a connection with someone at Surrey (staff or current student) can have on this decision the stress (and prospectus as souvenir in opportunity for us) of subject first, then university early stage of journey the ‘intellectual’ and very the highly emotional ‘cultural the personal statement online process of making the fit’ process of choosing your first shortlist ‘dream university’
  • 39. true on current website intent survey
  • 40. search keyword analysis internal site search terms
  • 41. Hardcoded Prototype built on Bootstrap framework
  • 46. and it’s responsive! surrey.ac.uk
  • 47. Show, don’t tell a design principle and a way of working
  • 48. Make Decisions with Evidence embrace experimentation make evidence based decisions
  • 49. card sorting will people find courses they want in the subject groupings we propose?
  • 50. super early click testing PROTOTYPE CURRENT WEBSITE
  • 51. Content Prototyping content is crucial. experiment with content
  • 52. At which of these two universities would you prefer to study?
  • 53. Prototypes are Persuasive excite your stakeholders
  • 54. Strategy lives in delivery not in meetings
  • 55. if you get a seat at the strategy table... bring a prototype
  • 56. thank you! @leisa