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CHANGING THE UX MINDSET 
Gaining influence through collaboration 
UX India | October 2014 
Sarah Bloomer 
SarahBloomer & Co | UXIndia 2014 
1 
@boolie 
@boolie
You are here 
SarahBloomer & Co | UXIndia 2014 
2 
Culture 
Collaboration 
Capability Maturity 
@boolie
Acceptance of UX involves change 
SarahBloomer & Co | UXIndia 2014 
3 
Skepticism 
Curiosity 
Acceptance 
Partnership 
Stop battling for acceptance and get strategic 
Ehrlich & Rohn, 1994 
www.useit.com/alertbox/process_maturity.html 
@boolie
What we are told: 
SarahBloomer & Co | UXIndia 2014 
4 
“You need an Executive Sponsor” 
“Invite everyone to observe usability testing” 
@boolie
We tend to get busy with UX 
SarahBloomer & Co | UXIndia 2014 
5 
@boolie
…when you need to look beyond 
SarahBloomer & Co | UXIndia 2014 
6 
Working with colleagues 
Negotiate the UX role 
Build awareness 
Be strategic 
@boolie
SarahBloomer & Co | UXIndia 2014 
7 
Techniques 
Design process 
Design principles 
Tools 
Development process 
Coding constraints 
UX is part of the whole 
Soft Skills Communication 
Promoting UX 
Domain expertise Marketing Finance eComm etc 
Essential 
Leadership 
Management 
Other skills 
Writing 
Facilitation 
Divergent thinking 
@boolie
What do UX practitioners need to succeed? 
SarahBloomer & Co | UXIndia 2014 
8 
The Hardest Soft Skills Mia Northrop @mnorthrop 
Creative thinking Communication Problem solving Analytical thinking Active listening Collaboration Interviewing and observation Persuasion and influence Planning and organization Teamwork 
Soft skills 
UXers 
Senior managers 
Product managers 
Facilitation 
Critiquing Consensus building 
Building trust 
Client management 
Negotiation 
@boolie
CULTURE 
SarahBloomer & Co | UXIndia 2014 
9 
@boolie
Organization types 
SarahBloomer & Co | UXIndia 2014 
10 
Software 
Enterprise 
Creative Agency 
The software is the business 
Software to support the business Website or web apps to deliver services 
Work with software companies and enterprises to help them design user experiences 
@boolie
Each situation is unique 
SarahBloomer & Co | UXIndia 2014 
Business goals / drivers 
Product(s) & Team 
Process 
What 
How 
Who 
When 
and 
and 
Constraints 
Company culture 
The sum of the parts will give you help determine the best approach 
11 
@boolie
Start with your culture 
•Culture drives the values and norms that drive actions 
•Cultures that deliver great experiences are: 
•Adaptive 
•Accepting of (reasonable) risk 
•Accepting of (reasonable) failure 
•Committed to quality 
•Willing to prioritize 
•Other-focused 
SarahBloomer & Co | UXIndia 2014 
12 
K. Goodwin: Leading UX 
UX London, April 2011 
@boolie
Cultural values and myths 
SarahBloomer & Co | UXIndia 2014 
13 
Actual company values are the behaviors, attitudes and skills that are valued in fellow employees. Myths are beliefs that reveal those values Users don’t know what they want, we can design for ourselves 
Companies create corporate values that they aspire to 
1.Deliver WOW Through Service 
2.Embrace and Drive Change 
3.Create Fun and A Little Weirdness 
4.Be Adventurous, Creative, and Open-Minded 
5.Pursue Growth and Learning 
6.Build Open and Honest Relationships With Communication 
7.Build a Positive Team and Family Spirit 
8.Do More With Less 
9.Be Passionate and Determined 
10.Be Humble 
Zappos.com 
@boolie
SarahBloomer & Co | UXIndia 2014 
Another angle on culture 
Design centric 
Engineering centric 
Paul Sherman. Changing Processes and Cultures. Nov ‘07 
Creative approach to design 
Tend to design for designers—visually oriented 
Technology driven Have always owned the user interface 
Believe they know their customers 
Features over usability or user experience 
Sales & Marketing centric 
Find ways to collaborate that match the values of the culture 
14 
@boolie
Apply your design research skills 
SarahBloomer & Co | UXIndia 2014 
15 
Get to know your co-workers 
Field studies To understand your co-workers and their context of work 
Personas 
To enable you to design an effective process 
Rich picture 
To identify attitudes and behavior 
@boolie
Field studies 
SarahBloomer & Co | UXIndia 2014 
16 
•Interview and observe the people you work with: product managers, analysts, quality engineers, scrum team colleagues. 
•Interview stakeholders to understand their goals and beliefs. 
•Be a product owner. 
Storytelling: 
How do they feel? What do they say? What do they complain about? What do they boast about? What are they proud of? Who do they admire in the company? 
@boolie
Create personas of colleagues 
SarahBloomer & Co | UXIndia 2014 
17 
Jen Fabrizi, 2013 
@boolie
Rich picture 
SarahBloomer & Co | UXIndia 2014 18 
Competitors 
Product 
Owner 
Business Analyst 
Testers 
Architect / 
Tech Designer 
Developers 
UX Architect 
Enterprise 
Architect 
Business 
Analyst 
Senior 
Leadership 
Teams 
Customers 
Which 
company 
do I trust? 
What are people 
like me doing and 
saying? 
What do 
customer 
s want? 
What are our 
competitors 
doing? 
Will it be on 
time and on 
$$?? 
Gotta block 
for my 
team!! 
Do they get 
what I want? 
What do I 
want? 
They want 
what, when? 
Scrum Master 
External 
Pressures 
In-Group 
Pressures 
Internal 
Pressures 
Scrum 
Team 
The 
Enterprise 
PO Cabinet 
LEGEND 
Mental 
Models 
Ideas 
Let’s visualize it 
together! 
Use rich pictures to 
“reason about work”; 
(Monk & Howard, 
1998) 
J. Fabrizi, 2013 
@boolie
SarahBloomer & Co | UXIndia 2014 
19 
operational model 
capability 
model 
user research 
interaction design 
information architecture 
usability engineering 
visual design 
content writing 
front-end development 
process 
model 
UX meta model 
user- centered taxonomies / ontology 
knowledge in-flows & out-flows 
capability interaction touch points 
attitude & behavior model 
waterfall 
agile 
leadership 
logistics 
staffing 
sponsorship 
funding 
personas 
scenarios 
rich pictures 
storyboards 
Fabrizi, 2013 
Modeling the user experience practice: 
a unified story 
@boolie
FINAL TIPS 
SarahBloomer & Co | UXIndia 2014 
20 
@boolie
Be a leader to drive change 
•Communicate all the time 
•Keep a learner’s mind 
•Build trust in all directions 
•Give credit where it’s due 
•Stay out of the weeds 
•Value your team 
•Make time to mentor and coach 
•Shut up and listen 
SarahBloomer & Co | UXIndia 2014 
21 
@boolie
Collaborate in all directions 
SarahBloomer & Co | UXIndia 2014 
22 
Adjacent teams 
Colleagues 
Allied teams Beneficiaries 
Upper management 
Stakeholders 
Your UX team 
Other beneficiaries 
@boolie
Build communities of practice 
SarahBloomer & Co | UXIndia 2014 
23 
Build relationships within your organization through Communities of Practice. Promote cross-functional collaboration. Cross-functional teams drive ongoing research, design and evaluation. 
Customer research 
Customer facing experience 
Product Strategy 
Branding 
Marketing 
UX Team 
Product Strategy 
Personas 
Field studies 
Analytics 
Sales 
Stores 
Customer service 
Tech support 
Training 
Personas 
Stories 
Customer feedback 
Voice of the Customer 
Sales Marketing UX Team Tech Support Product Development 
Usability test results 
Tech support issues 
Release plans 
@boolie
Tips to move up the maturity model 
SarahBloomer & Co | UXIndia 2014 
24 
Learn about your culture: 
Build trust: within your team, with your peers and your stakeholders 
Show you value co-workers: support them, help them succeed, give them the information they need 
Get to know your co-workers: Spend time with product managers, scrum team colleagues, senior management. 
Share: UX is most effective when it is influencing and enabling other groups. 
Find allies: Learn how other groups are measured. 
Identify myths & values: Find what’s preventing you from moving forward. Also barriers & opportunities. 
Communicate in all directions: Within your team, next to your team, above your team. 
Be a leader: 
Design your team: 
Be tactical: Choose activities that will be accepted within your culture. Align your UX goals to bigger goals. 
@boolie
It won’t happen over night 
SarahBloomer & Co | UXIndia 2014 
25 
http://johnnyholland.org/2010/04/planning-your-ux-strategy/ 
@boolie
You’ll get there 
SarahBloomer & Co | UXIndia 2014 
26 
Culture 
Collaboration 
Capability Maturity 
@boolie

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Changing the UX mindset

  • 1. CHANGING THE UX MINDSET Gaining influence through collaboration UX India | October 2014 Sarah Bloomer SarahBloomer & Co | UXIndia 2014 1 @boolie @boolie
  • 2. You are here SarahBloomer & Co | UXIndia 2014 2 Culture Collaboration Capability Maturity @boolie
  • 3. Acceptance of UX involves change SarahBloomer & Co | UXIndia 2014 3 Skepticism Curiosity Acceptance Partnership Stop battling for acceptance and get strategic Ehrlich & Rohn, 1994 www.useit.com/alertbox/process_maturity.html @boolie
  • 4. What we are told: SarahBloomer & Co | UXIndia 2014 4 “You need an Executive Sponsor” “Invite everyone to observe usability testing” @boolie
  • 5. We tend to get busy with UX SarahBloomer & Co | UXIndia 2014 5 @boolie
  • 6. …when you need to look beyond SarahBloomer & Co | UXIndia 2014 6 Working with colleagues Negotiate the UX role Build awareness Be strategic @boolie
  • 7. SarahBloomer & Co | UXIndia 2014 7 Techniques Design process Design principles Tools Development process Coding constraints UX is part of the whole Soft Skills Communication Promoting UX Domain expertise Marketing Finance eComm etc Essential Leadership Management Other skills Writing Facilitation Divergent thinking @boolie
  • 8. What do UX practitioners need to succeed? SarahBloomer & Co | UXIndia 2014 8 The Hardest Soft Skills Mia Northrop @mnorthrop Creative thinking Communication Problem solving Analytical thinking Active listening Collaboration Interviewing and observation Persuasion and influence Planning and organization Teamwork Soft skills UXers Senior managers Product managers Facilitation Critiquing Consensus building Building trust Client management Negotiation @boolie
  • 9. CULTURE SarahBloomer & Co | UXIndia 2014 9 @boolie
  • 10. Organization types SarahBloomer & Co | UXIndia 2014 10 Software Enterprise Creative Agency The software is the business Software to support the business Website or web apps to deliver services Work with software companies and enterprises to help them design user experiences @boolie
  • 11. Each situation is unique SarahBloomer & Co | UXIndia 2014 Business goals / drivers Product(s) & Team Process What How Who When and and Constraints Company culture The sum of the parts will give you help determine the best approach 11 @boolie
  • 12. Start with your culture •Culture drives the values and norms that drive actions •Cultures that deliver great experiences are: •Adaptive •Accepting of (reasonable) risk •Accepting of (reasonable) failure •Committed to quality •Willing to prioritize •Other-focused SarahBloomer & Co | UXIndia 2014 12 K. Goodwin: Leading UX UX London, April 2011 @boolie
  • 13. Cultural values and myths SarahBloomer & Co | UXIndia 2014 13 Actual company values are the behaviors, attitudes and skills that are valued in fellow employees. Myths are beliefs that reveal those values Users don’t know what they want, we can design for ourselves Companies create corporate values that they aspire to 1.Deliver WOW Through Service 2.Embrace and Drive Change 3.Create Fun and A Little Weirdness 4.Be Adventurous, Creative, and Open-Minded 5.Pursue Growth and Learning 6.Build Open and Honest Relationships With Communication 7.Build a Positive Team and Family Spirit 8.Do More With Less 9.Be Passionate and Determined 10.Be Humble Zappos.com @boolie
  • 14. SarahBloomer & Co | UXIndia 2014 Another angle on culture Design centric Engineering centric Paul Sherman. Changing Processes and Cultures. Nov ‘07 Creative approach to design Tend to design for designers—visually oriented Technology driven Have always owned the user interface Believe they know their customers Features over usability or user experience Sales & Marketing centric Find ways to collaborate that match the values of the culture 14 @boolie
  • 15. Apply your design research skills SarahBloomer & Co | UXIndia 2014 15 Get to know your co-workers Field studies To understand your co-workers and their context of work Personas To enable you to design an effective process Rich picture To identify attitudes and behavior @boolie
  • 16. Field studies SarahBloomer & Co | UXIndia 2014 16 •Interview and observe the people you work with: product managers, analysts, quality engineers, scrum team colleagues. •Interview stakeholders to understand their goals and beliefs. •Be a product owner. Storytelling: How do they feel? What do they say? What do they complain about? What do they boast about? What are they proud of? Who do they admire in the company? @boolie
  • 17. Create personas of colleagues SarahBloomer & Co | UXIndia 2014 17 Jen Fabrizi, 2013 @boolie
  • 18. Rich picture SarahBloomer & Co | UXIndia 2014 18 Competitors Product Owner Business Analyst Testers Architect / Tech Designer Developers UX Architect Enterprise Architect Business Analyst Senior Leadership Teams Customers Which company do I trust? What are people like me doing and saying? What do customer s want? What are our competitors doing? Will it be on time and on $$?? Gotta block for my team!! Do they get what I want? What do I want? They want what, when? Scrum Master External Pressures In-Group Pressures Internal Pressures Scrum Team The Enterprise PO Cabinet LEGEND Mental Models Ideas Let’s visualize it together! Use rich pictures to “reason about work”; (Monk & Howard, 1998) J. Fabrizi, 2013 @boolie
  • 19. SarahBloomer & Co | UXIndia 2014 19 operational model capability model user research interaction design information architecture usability engineering visual design content writing front-end development process model UX meta model user- centered taxonomies / ontology knowledge in-flows & out-flows capability interaction touch points attitude & behavior model waterfall agile leadership logistics staffing sponsorship funding personas scenarios rich pictures storyboards Fabrizi, 2013 Modeling the user experience practice: a unified story @boolie
  • 20. FINAL TIPS SarahBloomer & Co | UXIndia 2014 20 @boolie
  • 21. Be a leader to drive change •Communicate all the time •Keep a learner’s mind •Build trust in all directions •Give credit where it’s due •Stay out of the weeds •Value your team •Make time to mentor and coach •Shut up and listen SarahBloomer & Co | UXIndia 2014 21 @boolie
  • 22. Collaborate in all directions SarahBloomer & Co | UXIndia 2014 22 Adjacent teams Colleagues Allied teams Beneficiaries Upper management Stakeholders Your UX team Other beneficiaries @boolie
  • 23. Build communities of practice SarahBloomer & Co | UXIndia 2014 23 Build relationships within your organization through Communities of Practice. Promote cross-functional collaboration. Cross-functional teams drive ongoing research, design and evaluation. Customer research Customer facing experience Product Strategy Branding Marketing UX Team Product Strategy Personas Field studies Analytics Sales Stores Customer service Tech support Training Personas Stories Customer feedback Voice of the Customer Sales Marketing UX Team Tech Support Product Development Usability test results Tech support issues Release plans @boolie
  • 24. Tips to move up the maturity model SarahBloomer & Co | UXIndia 2014 24 Learn about your culture: Build trust: within your team, with your peers and your stakeholders Show you value co-workers: support them, help them succeed, give them the information they need Get to know your co-workers: Spend time with product managers, scrum team colleagues, senior management. Share: UX is most effective when it is influencing and enabling other groups. Find allies: Learn how other groups are measured. Identify myths & values: Find what’s preventing you from moving forward. Also barriers & opportunities. Communicate in all directions: Within your team, next to your team, above your team. Be a leader: Design your team: Be tactical: Choose activities that will be accepted within your culture. Align your UX goals to bigger goals. @boolie
  • 25. It won’t happen over night SarahBloomer & Co | UXIndia 2014 25 http://johnnyholland.org/2010/04/planning-your-ux-strategy/ @boolie
  • 26. You’ll get there SarahBloomer & Co | UXIndia 2014 26 Culture Collaboration Capability Maturity @boolie