The document discusses plans for redesigning a website. It emphasizes taking a phased, realistic approach in the formal proposal by addressing the current state, opportunities, goals, vision, and plan. Rogue tactics are encouraged to find an advocate for the project. The proposal should discuss resource needs and allocation. Success will be demonstrated through qualitative and quantitative measures like conversion rates, drop-off, bug fixes, and customer feedback. The redesign implemented a simpler, more consistent, efficient checkout process through layered updates. This improved the user experience and allowed further optimizations.
15. OUR PLAN
“It’s going to take a little
getting used to... but I think we
should consider the idea of a
major relaunch completely
dead.”
--Jared Spool, “The Quiet Death of the Major Re-launch”
18. RECAP
Don’t be afraid to engage in ROGUE TACTICS
In your FORMAL PROPOSAL, talk about:
Current state
Opportunity
Goals & Vision
Your plan
Risks
BE REALISTIC!
22. MAKE IT HAPPEN
Resource allocations
Resource Team Resource Estimate Additional Notes/Exceptions
Functional Design ½ person/month
UX – Visual Design ½ person/month Additional resources required
UX - Copy ½ person/month Contract resources required
Dependent on new hire (contract if hire not
UX – Interaction Design 1 ¼ persons/month
available)
SWE – Software Engineer ½ person/month
Likely GSI – need to have local for
SWE – Web dev 1 1/3 persons/month
phase 5
Likely GSI – need to have local for
QA ½ person/month
phase 5
Customer Care 1 MM for Queue duration
PM YES
23. MAKE IT HAPPEN
Standards
Goals Benefits
Improve consistency Time savings
Increase efficiency Risk mitigation
Improve maintenance Reference guide
Create documentation Continuity between
library channels
29. DEMONSTRATE SUCCESS
“Overall, I am very impressed with Hotwire`s web design.
The side columns indicating rates from nearby airports
helped me find the flight I booked today. As an IT guy, I
have to say congratulations to your Web Design team on
this User-Friendly site! As a veteran of several major
software projects, I can see it`s obvious your team is
logical and efficient in their designs…”
--Hotwire user, OpinionLab 12.14.08
“The navigation and minimal prompts are very convenient.
Hotwire has the best site overall. Very user friendly.”
--Hotwire user (GMH), OpinionLab 1.6.09--Jared Spool, “The Quiet Death of the
Major Re-launch”
33. The impact
BRANDED
SIMPLE
• Chunked billing info into an easy step-by-step
process of digestible modules
• Reduced length of checkout process by removing
Traveler Info/Login page
• Improved contextual help/error messaging to
better help the user prevent/recover from errors
CONSISTENT
EFFICIENT
• Gave users the ability to add/edit info on page via
layers
• Fixed over 30 bugs
• New modular layout more prominently displays
value-adding features such as Trip Protection &
CDW
• Layout enabled addition of CDW in much less
time
Learnings from new page:
• Due to stepped approach, help & error
messaging improvements, we are now able to
investigate:
• Stepped approach also allows for segment specific process
• Layer by layer drop-off
• Possible shortcuts for HFCs (for ex: add-ons)
• Specific Error instances and solves
New
Background
Welcome to “Site Redesign: When hell freezes over use a blowtorch”
My name is Melissa Matross
Head up User Experience at Hotwire
We’re just finishing out a Site Redesign
This talk is about the organizational sides of running a large scale UX project – how to get buy in, manage the project, demonstrate successes and things to look out for...
Hotwire is a data-driven company:
all projects have to have clear financial return;
therefore it can be very difficult to get buy in on solely a UX focused project.
Executive commitment
Resources
A better site!!
Pick your guinea pig:
A project came up that was going to significantly impact our Flight Search Results page
The page was significant in number of page views, but low impact to the site from a financial perspective
It was 1 page only
Find an advocate:
My boss – the VP of Product, supported the experimentation.
I needed to approve all work for the guinea pig by him, but he allowed us to experiment and helped convince other execs when we went live.
Break YOUR rules:
We didn’t have a clear style guide, but we COMPLETELY changed the look and feel, breaking any rules that we may have had
Take the time & Get it right:
This is what is going to be the example that you use to apply to the rest of the site.
You will use this design to convince others that you need to redesign the site.
Shop it around – after launch (especially if you have financials to back it up!)
Talk about the mess you have today (current state) and WHY
Areas for improvement
Inconsistency : resulting in a “patchy” look and feel
Not scalable : requiring in major work to add new features
Brand is not clearly communicated
Technology and look and feel not current
Talk about WHY this is the case:
Drivers:
Lack of communication of updates and changes between departments
Lack of education (brand, style guide, standards) and enforcement
Time between updates (things change)
Lack of ownership of the pages (hosted by vendors)
Lack of resources for updates
Give a relevant evaluations/statistics that execs care about
According to the 2007 JD Power study, Independent Travel Websites received the lowest marks for appearance/design
Opportunities
JD Power awards
Improved Branding
Site will become more consistent and branded, leading to an improved brand perception and increased user trust
Increased User Loyalty and Trust
Improved user retention: More visits from existing users whose needs are better satisfied
Greater credibility
Faster Time to Market and Better Knowledge Management
Improved CM
Reduction in page drop-off (and hopefully a better quote rate) from a more consistent design
Navigation to features that help save consumers money, resulting a better PR and improved word of mouth
SEO improvements
GOALs & Vision
This is an area that you have to be really focused and clear on
It may take a lot of time or revisions – but that’s ok
Don’t be general - Be specific:
I initially said that our “vision” was to be Useful, Usable and Desirable. How is that different than any other site??
Our goals for the project were to be: Branded, Simple, Consistent and Efficient
Use their language.
I incorporated marketing’s branding terms into our vision for the site.
GET AGREEMENT on the goals
Talk about infrastructure improvements in your goals.
Efficiencies gained – explain how you are improving infrastructure generating time savings
Be willing to let some stuff go
For me, as sad as it is – I let go of persona development (since we have strong customer segmentation and lots of user research knowledge within the team)
Be prepared. Have a plan.
This means:
Assess the nature of the redesign: navigational overhaul? Interaction design changes? Look and feel update? Both?
How are you going to plan out the work – phased or all at once? Why?
What are the benefits of each approach?
Take into account resources – what do you want?
How much time do you need to do the work? What are your targets?
I came prepared with Developer costs both contract and offshore and UX contractor costs
While many companies redesign in one phase, Hotwire should not:
Typical redesigns require that all work be done at once - this will lead to significant workload on both the UX and Engineering teams
Due to our small teams, we would likely need to use outside agencies
Outside agencies require a significant increase in workload of Business Owners to review work
All the work at one time requires more significant risk in QA and launch support
Hotwire has tried the “typical” redesign in the past and it has been unsuccessful for the following reasons:
There was not a lot of buy in at the executive level
There was not a lot of collaboration between departments
The redesign was done by an outside agency (without a full steering committee) and was not in line with the business goals or brand direction
It required a significant investment from Engineering, and Engineering was not informed for the planning of it
Attack and launch the redesign in phases
This will allow us to get pieces of the new design on the site more quickly
The improved experience will be on the site earlier
Project work will be more evenly distributed (rather than the entire redesign with one launch)
We have the opportunity to learn from early launched projects and correct for other parts of the site
Will not require a significant temporary staffing for redesign push
Organizational development will run in parallel to direct site work
Effective development of research and standards will allow us to be more effective on future projects
User Research and segmentation documentation will run concurrently with project work (separate resources)
Deliverables and standards will be defined as part of each project
For example: After each Interaction Design phase is completed, the Inventory and Template Guidelines document will be updated
Disjointed user experience during redesign process
As a result of launching sections of the site at different times, the site will not have a consistent user experience while in transition
Increased design and development complexity during redesign process
During a phased redesign we would likely face more extensive design challenges and duplicate work due to the two different designs
Communication around standards development is critical to it’s success – by running it concurrent with projects there is risk that items will fall through the cracks
Car Details & Local Car
Rework
We will need to apply extra effort on projects that are complete to keep consistent with current project learnings
Timelines
There is a risk of rushing the redesign resulting in frustration, overwork and lower quality deliverables; also, a risk of letting things lag and losing momentum
Depending on the size of the site and team, a phased redesign can take up to a year or longer.
A lot of factors can get in the way of completion:
loss of momentum,
conflicting priorities,
resource constraints, to name a few.
Site Refresh
Updates are only to the look and feel of the page without changes to functionality or architecture
There may be changes to page level interactions and behaviors
Site Redesign
Updates to the look and feel of the page with changes to features, functionality and architecture
Fundamental architecture changes would be investigated and carefully considered
On a smaller scale with a Site Redesign, we would consider:
Re-architecting sections to streamline the experience
Identifying and planning for new features that may be added
Removing pages or sections
We did both.      
The goal of the Site Redesign Queue is to provide steady resources dedicated to most of the Site Redesign projects. A certain percentage of resources will be dedicated to the constant stream of work and will be handled separate from the standard Project Prioritization list. This will allow us to use our resources more efficiently by rolling from one Site Redesign initiative to the next, and will allow us to complete the Site Redesign efforts according the redesign goals (targeted completion is approximately a year from July).
Site Redesign Queue (SRQ): Smaller areas of work that do not provide immediate benefit from a functionality or architecture overhaul, do not allow for significant functionality changes or version testing
Lighter-weight efficient process as a result of the smaller scope:
Business Partner fills out a Requirements doc (heavy-weight Creative Brief)
Functional design consults (in some cases provides a lightweight doc)
Engineering & QA work is done by a GSI team
Managed by a producer
Projects : Larger scale areas of work that Identify areas of significant benefit from or in need of new functionality
To date, examples include: Billing, Confirmation, Homepage
Planned for My Account & Help, but due to conflicts we scaled it back and moved it into the queue – we’ll address new functional pieces later
The goal of the Site Redesign Queue is to provide steady resources dedicated to most of the Site Redesign projects. A certain percentage of resources will be dedicated to the constant stream of work and will be handled separate from the standard Project Prioritization list. This will allow us to use our resources more efficiently by rolling from one Site Redesign initiative to the next, and will allow us to complete the Site Redesign efforts according the redesign goals (targeted completion is approximately a year from July).
Resource allocation:
UX
Offsite team for Eng
Producer
With every Site Redesign project/effort, we are documenting and developing standards for the site
Less UX project development time:
Interaction Design: borrow from standards to get started with WFs, less research/discovery of instances
Visual Design: fewer comps & annotations, reference standards
Potential Engineering advantages:
Front end development: May save time if leverage component based framework; similar code snippets or standards can be used
QA: Less unique instances may lead to less QA time
Could some small projects become enhancements as a result?
Risk mitigation:
Knowledge of states:
There have been instances in the past where knowledge of functionality has not been documented – as a result we have lost functionality over the course of minor updates
Example: Code share states on flight updates
Design Errors:
The more standardized we become, the less errors and bugs should exist
Fewer templates and variations will exist
Find ways to involve others demonstrate cross departmental leadership, gain support, visibility and to cover your ass when things go wrong.
Business Partners
For queue efforts: business partner is critically involved as key stakeholder
Lightweight requirements document
Attends all review meetings
Site Redesign Committee
Cross functional committee including Creative Director for online advertising, merchandising, front end architect, marketing
meets 1-2 times per month
Goals of the committee:
Ensure cooperation and collaboration between teams
Serve as department representatives
Ensure that all teams are aware of redesign decisions
Provide a forum for review and decision making for cross functional items
Discuss and develop common point of view on everything from CMS to Flash
Frequent updates:
Let people know when stuff is coming
This helps maintain momentum
Executive updates:
After each release, let the execs know. Talk about:
Wins & successes early and often.
Progress
What’s next
Who is involved?
Re-iterate goals repeatedly
Talk about standards efficiency
JD Power awards
Recognized in a book
Opinionlab also has numerical ratings that we can benchmark against over time.
Standards
SRQ:SRQ has been successfully tested process and could provide longer term value to the organization
My Account
Help
Be flexible!
Purchase Rate: Overall BREAKEVEN
Learnings from new page:
Unexpected sensitivity on Hotel Details– in the future, we will test any changes to the hotel path
For investigation: Is there a difference in response based on customer segment (HFC vs. other repeat vs. new)?
For investigation: Should Air Details now have a ‘Continue’ button above the fold?