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 by katy hinz
 senior designer @ teal media
from discovery to design:
a collaborative approach to
a user-centric website
 creative problem solver
 intuitive designer
 deep thinker
design nerd
creative with a conscience
o full-service digital design agency
o non-profit & advocacy focus
o focus on user-centric design & strategy
tealmedia.com
@tealmedia
tealmedia
collaboration?!
sorry my introverted friends
user-centric design
what does ‘user-centric’
even mean?
what does ‘user-centric’
even mean?
user-centric design is a framework of processes in which a user’s characteristics, habits,
preferences, and goals are given extensive attention at each stage of the design process in
order to create the best user experience possible.
why do we need to collaborate for
user-centric design?
because i said so
#ThingsMyMomSays
when clients, users, and creatives
have a common consensus,
decisions become obvious
user-centric design process
step 1: discovery
create a common
understanding
o surveys (user + stakeholders)
o client design survey
o analytics review
o competitive landscape analysis
o usability testing / auditing
o pain points + goals
o written website plan
so we discovered stuff…
now what?
step 2: user mapping
who are we designing
for, and what do they
need?
o user personas
o empathy maps
o journey maps
arthur daniels
aficionado of superhero stuff
o 44 year old computer data engineer
o introverted, socially awkward, but has a
serious girlfriend that he met online
o hyper-focused on what he cares about,
everything else is just noise
o spends his spare money on super hero
collectables
o especially loves dressing up in super hero
costumes to impress his small group of
friends with his latest gear
what’s it like to be arthur?
thinking & feeling
o I want the have the best
costume for next months
super hero party!
o
hearing & seeing
o There’s a lot of drama on
MovieTalk about Marvel’s
latest release not being true
to the comics
o
saying & doing
o SuperHeroStuff.com is
running a sale this week,
maybe I’ll just order from
there
o
painpoints
o I’m swamped with work and
don’t have a lot of time to
search for something
o
top goals
o I need to find what I want
quickly, and know that it will
arrive on time
o
what does arthur’s website
experience look like?
From Discovery to Design: A Collaborative Approach to a User-Centric Website
user mapping: pro tips
o work through empathy maps & journey maps with your client
o put yourself in the shoes of the users & advocate for their needs
o forget about your personal preferences (and remind your client to do the same)
o think about the user’s experience from different angles – their experience is probably
not linear
o document your findings & get sign off before moving on!
step 3: information architecture
From Discovery to Design: A Collaborative Approach to a User-Centric Website
home
information architecture: pro tips
o create, discuss with your client, iterate, iterate, iterate…then get sign off
o create page templates, not pages (and color code them!)
o account for all pages, all instances of pages, and all features & functionality
o gut check any major functionality with dev
step 4: user experience
From Discovery to Design: A Collaborative Approach to a User-Centric Website
so you want to be a super
hero, ey?
secondary headline lorem ipsum
LET’S DO THIS
so you want
to be a
super hero,
ey?
information architecture: pro tips
o prep your client for what wires are – and are not
o annotate to help your client grasp concepts
o work out major content, feature, and functionality issues in wires, before you start
designing
o if time/budget allow, create high-fidelity wires and perform user testing
o gut check wires with dev at least twice: before sharing v1 with the client, and after
client approval (before you start design). stay within scope!!
step 5: design
i’ve never had a problem with a
dumb client. there is no such thing
as a bad client. part of our job is
to do good work and get the
client to accept it.
Bob Gill
“
it’s more than just a pretty face
o consistency & design patterns
o visual language
o interactions / animations (big and small)
o usability & accessibility
From Discovery to Design: A Collaborative Approach to a User-Centric Website
From Discovery to Design: A Collaborative Approach to a User-Centric Website
From Discovery to Design: A Collaborative Approach to a User-Centric Website
how would you design
for this guy?
design: pro tips
o advocate for the user — leave personal preferences out of it
o use animations/interactions wisely — they should enhance the experience and serve
a purpose
o be thinking about how your developers will translate this to code
o be prepared — be very prepared — to present your design to your client (NEVER
NEVER NEVER send over without explanation!!!)
o every decision should be intentional and have a reason behind it
o gut-check your designs with dev before sharing with your client
handoff to dev
as a designer its your job to translate the user
needs & client goals into a final visual design,
and then communicate that visions to your
developers to be carried out in code
From Discovery to Design: A Collaborative Approach to a User-Centric Website
handoff to dev: pro tips
o nothing should be a surprise at this point — be in constant communication
throughout the project
o communicate about content types and how your client expects them to work
o be detailed about interactions — share examples, or mock up an animation
o provide both desktop and mobile specs
o set up time for a thorough design audit / qa of the site before launch
o be as nice as possible to your developers — they’re usually bending over backwards
for you
your thoughts & questions?
holla at me
katyhinz.com
katymhinz@gmail.com

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From Discovery to Design: A Collaborative Approach to a User-Centric Website

  • 1.  by katy hinz  senior designer @ teal media from discovery to design: a collaborative approach to a user-centric website
  • 2.  creative problem solver  intuitive designer  deep thinker design nerd
  • 3. creative with a conscience o full-service digital design agency o non-profit & advocacy focus o focus on user-centric design & strategy tealmedia.com @tealmedia tealmedia
  • 7. what does ‘user-centric’ even mean? user-centric design is a framework of processes in which a user’s characteristics, habits, preferences, and goals are given extensive attention at each stage of the design process in order to create the best user experience possible.
  • 8. why do we need to collaborate for user-centric design?
  • 9. because i said so #ThingsMyMomSays
  • 10. when clients, users, and creatives have a common consensus, decisions become obvious
  • 13. create a common understanding o surveys (user + stakeholders) o client design survey o analytics review o competitive landscape analysis o usability testing / auditing o pain points + goals o written website plan
  • 14. so we discovered stuff… now what?
  • 15. step 2: user mapping
  • 16. who are we designing for, and what do they need? o user personas o empathy maps o journey maps
  • 17. arthur daniels aficionado of superhero stuff o 44 year old computer data engineer o introverted, socially awkward, but has a serious girlfriend that he met online o hyper-focused on what he cares about, everything else is just noise o spends his spare money on super hero collectables o especially loves dressing up in super hero costumes to impress his small group of friends with his latest gear
  • 18. what’s it like to be arthur?
  • 19. thinking & feeling o I want the have the best costume for next months super hero party! o hearing & seeing o There’s a lot of drama on MovieTalk about Marvel’s latest release not being true to the comics o saying & doing o SuperHeroStuff.com is running a sale this week, maybe I’ll just order from there o painpoints o I’m swamped with work and don’t have a lot of time to search for something o top goals o I need to find what I want quickly, and know that it will arrive on time o
  • 20. what does arthur’s website experience look like?
  • 22. user mapping: pro tips o work through empathy maps & journey maps with your client o put yourself in the shoes of the users & advocate for their needs o forget about your personal preferences (and remind your client to do the same) o think about the user’s experience from different angles – their experience is probably not linear o document your findings & get sign off before moving on!
  • 23. step 3: information architecture
  • 25. home
  • 26. information architecture: pro tips o create, discuss with your client, iterate, iterate, iterate…then get sign off o create page templates, not pages (and color code them!) o account for all pages, all instances of pages, and all features & functionality o gut check any major functionality with dev
  • 27. step 4: user experience
  • 29. so you want to be a super hero, ey? secondary headline lorem ipsum LET’S DO THIS so you want to be a super hero, ey?
  • 30. information architecture: pro tips o prep your client for what wires are – and are not o annotate to help your client grasp concepts o work out major content, feature, and functionality issues in wires, before you start designing o if time/budget allow, create high-fidelity wires and perform user testing o gut check wires with dev at least twice: before sharing v1 with the client, and after client approval (before you start design). stay within scope!!
  • 32. i’ve never had a problem with a dumb client. there is no such thing as a bad client. part of our job is to do good work and get the client to accept it. Bob Gill “
  • 33. it’s more than just a pretty face o consistency & design patterns o visual language o interactions / animations (big and small) o usability & accessibility
  • 37. how would you design for this guy?
  • 38. design: pro tips o advocate for the user — leave personal preferences out of it o use animations/interactions wisely — they should enhance the experience and serve a purpose o be thinking about how your developers will translate this to code o be prepared — be very prepared — to present your design to your client (NEVER NEVER NEVER send over without explanation!!!) o every decision should be intentional and have a reason behind it o gut-check your designs with dev before sharing with your client
  • 40. as a designer its your job to translate the user needs & client goals into a final visual design, and then communicate that visions to your developers to be carried out in code
  • 42. handoff to dev: pro tips o nothing should be a surprise at this point — be in constant communication throughout the project o communicate about content types and how your client expects them to work o be detailed about interactions — share examples, or mock up an animation o provide both desktop and mobile specs o set up time for a thorough design audit / qa of the site before launch o be as nice as possible to your developers — they’re usually bending over backwards for you
  • 43. your thoughts & questions? holla at me katyhinz.com katymhinz@gmail.com

Editor's Notes

  1. Who here has worked on a website design project before? Who has worked on a BAD web design project? Was it due to lack of planning & communication?
  2. Crowd answers
  3. Reiterate best user experience possible. User’s are becoming more savvy, and less patient with interfaces that are not intuitive to them. To create a product that is successful (generates money, donations, purchases, views, etc…) it must work for the user – and be enjoyable!
  4. How many times have you tried to explain a decision to a client just to get pushback with “I don’t like it.” Sorry Mr. client. You’re not the user….and we all agreed 2 steps ago that XYZ was the focus, so this is the best solution. Eliminate questions, arguments, missteps, etc.
  5. The client has their specific goals, the users has his, and as the designer we must listen and then add in our own expertise from a best practices standpoint, and work to guide this step of the process.
  6. Creating a framework for the site based on our findings from the discovery research
  7. Here’s where the role of UX/designer starts to get more interesting. By using tools like user personas, empathy maps, and journey maps, we can clarify user feelings, pain-points, goals, and top tasks. Gut check with the client/user, and solidify our plan for the site. Who’s worked with any of these tools before?
  8. This is Arthur. Arthur loves super heroes, and super hero stuff. He’s the perfect candidate for our new website: Heroes of the Month Club. A subscription service that will send a new super hero costume direct to your door each month.
  9. What is arthur feeling, thinking, saying, doing etc…that can help us understand him better in order to build the best website possible for him Outside influences Other sources of information Personal life stuff that impacts his decisions / actions
  10. Journey Mapping process + start to think about what content / functionality is needed on site. Talk through out loud Discover: Google Search Engage: Browses products, reads about how it all works Convert: Sets up his recurring deliveries Retain: Returns next month to update selection Advocate: Wears his costume to a friends party and tells friends about Super Hero of the Month Club
  11. By now we have an idea of content and functionality for the site. We can start defining where that content lives in the form of a sitemap.
  12. Typically at this stage your UX team would create a sitemap for the site showing main navigation and the structure of all pages on the site. Is anyone not familiar with creating a sitemap?
  13. Group discussion: main navigation items Any other key items we need to account in our sitemap?
  14. Now that we know what the content is, and how the site will be organized, we need to begin putting into a visual format to work through with the client (and user groups if possible!). Starting with black and white simple layouts (wireframes) lets us very quickly gut check, make adjustments, etc, without getting hung up on visual design details.
  15. Some examples When possible, work with high-fidelity wires to give your client the best understanding possible of how the site will look and function. Is anyone unfamiliar or still confused about wireframes?
  16. Live sketch, or group discussion of quick wire brainstorm
  17. Visual design is when we
  18. This is where your project really starts to feel alive. The client can finally fully grasp what the site will look like once it’s coded. BUT this is often the part where the client is the most opinionated, frustrated, picky, etc. Design can bring up a lot of emotion, a lot of personal preferences, and a lot of new ideas. Stay strong! Advocate for the user, and tie ALL your design decisions back to the user’s needs and goals. Be prepared to present, then defend your design decisions.
  19. Visual design is when we