When designing for information retrieval experiences, the customer must always be right. This tutorial will give you the tools to uncover user needs and design the context for delivering information, whether that be through search, taxonomies or something entirely different.
What you will learn:
* A broadly applicable method for understanding user needs in diverse information access contexts
* A collection of information retrieval patterns relevant to multiple settings such as enterprise search and information access, service design, and product and platform management
We will also discuss the impact of organizational and cultural factors on design decisions and why it is essential, that you frame business and technology challenges in the right way.
The tutorial builds on lessons learned from a large customer project focusing on transforming user experience. The scope of this program included ~25 separate web-delivered products, a large document repository, integrated customer service and support processes, content management, taxonomy and ontology creation, and search and information retrieval solutions.
Joe will share the innovate methods and surprising insight that emerged in the process.
Designing Big Data Interactions Using the Language of DiscoveryJoe Lamantia
Looking deeper than the celebratory rhetoric of information quantity, at its core, Big Data makes possible unprecedented awareness and insight into every sphere of life; from business and politics, to the environment, arts and society. In this coming Age of Insight, ‘discovery’ is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments.
To provide architects and designers with an effective starting point for creating satisfying and relevant user experiences that rely on discovery interactions, this session presents a simple analytical and generative toolkit for understanding how people conduct the broad range of discovery activities necessary in the information-permeated world.
Specifically, this session will present: • A simple, research-derived language for describing discovery needs and activities that spans domains, environments, media, and personas • Observed and reusable patterns of discovery activities in individual and collaborative settings • Examples of the architecture of successful discovery experiences at small and large scales • A vocabulary and perspective for discovery as a critical individual and organizational capability • Leading edge examples from the rapidly emerging space of applied discovery • Design futures and concepts exploring the possible evolution paths of discovery interactions
Search Me: Designing Information Retrieval ExperiencesJoe Lamantia
This case study reviews the methods and insights that emerged from an 18-month effort to coordinate and enhance the scattered user experiences of a suite of information retrieval tools sold as services by an investment ratings agency. The session will share a method for understanding user needs in diverse information access contexts; review a collection of information retrieval patterns such as enterprise search and information access, service design, and product and platform management; and consider the impact of organizational and cultural factors on design decisions.
The Language of Discovery: Designing Big Data InteractionsJoe Lamantia
The Language of Discovery: A Grammar for Designing Big Data Interactions
The oncoming tidal wave of Big Data, with its rapidly evolving ecosystem of multi-channel information saturated environments and services, brings profound challenges and opportunities for the design of effective user experiences.
Looking deeper than the celebratory rhetoric of information quantity, at its core, Big Data makes possible unprecedented awareness and insight into every sphere of life; from business and politics, to the environment, arts and society. In this coming Age of Insight, 'discovery' is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments.
To provide architects and designers with an effective starting point for creating satisfying and relevant user experiences that rely on discovery interactions, this session presents a simple analytical and generative toolkit for understanding how people conduct the broad range of discovery activities necessary in the information-permeated world.
Specifically, this session will present:
• A simple, research-derived language for describing discovery needs and activities that spans domains, environments, media, and personas
• Observed and reusable patterns of discovery activities in individual and collaborative settings
• Examples of the architecture of successful discovery experiences at small and large scales
• A vocabulary and perspective for discovery as a critical individual and organizational capability
• Leading edge examples from the rapidly emerging space of applied discovery
• Design futures and concepts exploring the possible evolution paths of discovery interactions
Designing Big Data Interactions Using the Language of DiscoveryJoe Lamantia
The oncoming tidal wave of Big Data, with its rapidly evolving ecosystem of multi-channel information saturated environments and services, brings profound challenges and opportunities for the design of effective user experiences that UX practitioners are just beginning to engage with in a meaningful fashion.
Looking deeper than the celebratory rhetoric of information quantity, at its core, Big Data makes possible unprecedented awareness and insight into every sphere of life; from business and politics, to the environment, arts and society. In this coming Age of Insight, 'discovery' is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments.
To provide architects and designers with an effective starting point for creating satisfying and relevant user experiences that rely on discovery interactions, this session presents a simple analytical and generative toolkit for understanding how people conduct the broad range of discovery activities necessary in the information-permeated world.
Specifically, this session will present:
• A simple, research-derived language for describing discovery needs and activities that spans domains, environments, media, and personas
• Observed and reusable patterns of discovery activities in individual and collaborative settings
• Examples of the architecture of successful discovery experiences at small and large scales
• A vocabulary and perspective for discovery as a critical individual and organizational capability
• Leading edge examples from the rapidly emerging space of applied discovery
• Design futures and concepts exploring the possible evolution paths of discovery interactions
SG Analytics, a best managed outsourcing firm by Black Book Of Outsourcing, is a leading research and analytics KPO outsourcing firm which provides a range of services to financial services companies, market research companies and business research firms. Our customized solutions for data management, investment research, equity research, data processing, business research and business analytics can help both large and small organizations to manage their costs and workflow, thus enabling our clients to focus on their core business.
Conversation to Insight: Social Media Research, Text Analytics and Beyond. Focalytic
Focalytic analyzes unstructured text conversation in many different forms. The presentation focuses on different types of contextual measurement, helps readers understand the scope of analysis, and identifies areas where Focalytic can assist companies in making business decisions.
In this exclusive webinar, Deborah Torres, Sr. User Experience Researcher at Paypal, and UserZoom’s co-CEO, Alfonso de la Nuez, will discuss how you can scale back the time and resources it takes to do user research, while still providing valuable results.
Tips for Effective Data Science in the EnterpriseLisa Cohen
Data Science is an evolving field, that requires a diverse skill set. From Career Advice to steps for how to approach your Data Science Workflow, this talk is full of practical tips that you can apply immediately to your job.
Designing Big Data Interactions Using the Language of DiscoveryJoe Lamantia
Looking deeper than the celebratory rhetoric of information quantity, at its core, Big Data makes possible unprecedented awareness and insight into every sphere of life; from business and politics, to the environment, arts and society. In this coming Age of Insight, ‘discovery’ is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments.
To provide architects and designers with an effective starting point for creating satisfying and relevant user experiences that rely on discovery interactions, this session presents a simple analytical and generative toolkit for understanding how people conduct the broad range of discovery activities necessary in the information-permeated world.
Specifically, this session will present: • A simple, research-derived language for describing discovery needs and activities that spans domains, environments, media, and personas • Observed and reusable patterns of discovery activities in individual and collaborative settings • Examples of the architecture of successful discovery experiences at small and large scales • A vocabulary and perspective for discovery as a critical individual and organizational capability • Leading edge examples from the rapidly emerging space of applied discovery • Design futures and concepts exploring the possible evolution paths of discovery interactions
Search Me: Designing Information Retrieval ExperiencesJoe Lamantia
This case study reviews the methods and insights that emerged from an 18-month effort to coordinate and enhance the scattered user experiences of a suite of information retrieval tools sold as services by an investment ratings agency. The session will share a method for understanding user needs in diverse information access contexts; review a collection of information retrieval patterns such as enterprise search and information access, service design, and product and platform management; and consider the impact of organizational and cultural factors on design decisions.
The Language of Discovery: Designing Big Data InteractionsJoe Lamantia
The Language of Discovery: A Grammar for Designing Big Data Interactions
The oncoming tidal wave of Big Data, with its rapidly evolving ecosystem of multi-channel information saturated environments and services, brings profound challenges and opportunities for the design of effective user experiences.
Looking deeper than the celebratory rhetoric of information quantity, at its core, Big Data makes possible unprecedented awareness and insight into every sphere of life; from business and politics, to the environment, arts and society. In this coming Age of Insight, 'discovery' is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments.
To provide architects and designers with an effective starting point for creating satisfying and relevant user experiences that rely on discovery interactions, this session presents a simple analytical and generative toolkit for understanding how people conduct the broad range of discovery activities necessary in the information-permeated world.
Specifically, this session will present:
• A simple, research-derived language for describing discovery needs and activities that spans domains, environments, media, and personas
• Observed and reusable patterns of discovery activities in individual and collaborative settings
• Examples of the architecture of successful discovery experiences at small and large scales
• A vocabulary and perspective for discovery as a critical individual and organizational capability
• Leading edge examples from the rapidly emerging space of applied discovery
• Design futures and concepts exploring the possible evolution paths of discovery interactions
Designing Big Data Interactions Using the Language of DiscoveryJoe Lamantia
The oncoming tidal wave of Big Data, with its rapidly evolving ecosystem of multi-channel information saturated environments and services, brings profound challenges and opportunities for the design of effective user experiences that UX practitioners are just beginning to engage with in a meaningful fashion.
Looking deeper than the celebratory rhetoric of information quantity, at its core, Big Data makes possible unprecedented awareness and insight into every sphere of life; from business and politics, to the environment, arts and society. In this coming Age of Insight, 'discovery' is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments.
To provide architects and designers with an effective starting point for creating satisfying and relevant user experiences that rely on discovery interactions, this session presents a simple analytical and generative toolkit for understanding how people conduct the broad range of discovery activities necessary in the information-permeated world.
Specifically, this session will present:
• A simple, research-derived language for describing discovery needs and activities that spans domains, environments, media, and personas
• Observed and reusable patterns of discovery activities in individual and collaborative settings
• Examples of the architecture of successful discovery experiences at small and large scales
• A vocabulary and perspective for discovery as a critical individual and organizational capability
• Leading edge examples from the rapidly emerging space of applied discovery
• Design futures and concepts exploring the possible evolution paths of discovery interactions
SG Analytics, a best managed outsourcing firm by Black Book Of Outsourcing, is a leading research and analytics KPO outsourcing firm which provides a range of services to financial services companies, market research companies and business research firms. Our customized solutions for data management, investment research, equity research, data processing, business research and business analytics can help both large and small organizations to manage their costs and workflow, thus enabling our clients to focus on their core business.
Conversation to Insight: Social Media Research, Text Analytics and Beyond. Focalytic
Focalytic analyzes unstructured text conversation in many different forms. The presentation focuses on different types of contextual measurement, helps readers understand the scope of analysis, and identifies areas where Focalytic can assist companies in making business decisions.
In this exclusive webinar, Deborah Torres, Sr. User Experience Researcher at Paypal, and UserZoom’s co-CEO, Alfonso de la Nuez, will discuss how you can scale back the time and resources it takes to do user research, while still providing valuable results.
Tips for Effective Data Science in the EnterpriseLisa Cohen
Data Science is an evolving field, that requires a diverse skill set. From Career Advice to steps for how to approach your Data Science Workflow, this talk is full of practical tips that you can apply immediately to your job.
Data Modelers Still Have Jobs: Adjusting for the NoSQL EnvironmentDataStax
Data modeling emerged in the 1970’s in response to the needs of database designers. This accident of history has influenced perceptions and practices of data modeling in harmful ways. Most notably, business-focused requirements analysis has been wrongly commingled with relational modeling. Compounding the problem, vendors have produced data-modeling tools that blur the important distinction between the client’s problem and the technologist’s solution.
Enter NoSQL, with its promise of liberating practitioners from the tiresome burden of designing relational databases. The chance to dispense with relational modeling was embraced enthusiastically, but for many organizations, it has meant discarding the only rigorous activity that had any hope of formally expressing the client’s data needs. This is a textbook case of throwing out the baby with the bathwater. This presentation shows you how to save the baby, and your career as a data modeler.
Understanding the client’s data problem remains essential, regardless of the technology used to build the solution. For that matter, understanding the client’s data problem is the first step toward making an informed choice of technology for the solution.
Using concrete, real-world examples, the presenter will show the following:
- How abandoning modeling altogether is a recipe for disaster, even in—or especially in—NoSQL environments
How experienced relational modelers can leverage their skills for NoSQL projects
- How the NoSQL context both simplifies and complicates the modeling endeavor
- How lessons learned modeling for NoSQL projects can make you a more effective modeler for any kind of project
As more and more organizations move from recognizing that unstructured data exists, and remains untapped, the field of semantic technology and text analysis capabilities is
Big Data analytics, social media analytics, text analytics, unstructured data analytics... call it what you may, we see ourselves as experts in text mining and have products and services that provide insights from various kinds of unstructured data. Already recognized by Gartner for our expertise, we are passionate about what we do and have also filed patents for some innovative approaches we have used.
A Cognitive Business is one that leverages cognitive computing to add value to existing processes, and drive new and innovative ways to serve customers, employees and citizens. But how do you get there? Hear real world examples that demonstrate business value, and learn about the programs and tools IBM offers to help get you started.
Our latest Product Talks event focused on one of the most significant yet often highly neglected areas of Product Management – market research.
A deep understanding of our customers and their needs pave the way for solid business cases and effective strategies for market segmentation, pricing, and product features prioritisation.
In a high-paced society where trends, market needs, and customer preferences change at an alarming rate, maintaining a competitive edge may be just a customer insight away.
Some key questions this event and presentation focused on are:
1. How to ask customers questions that will draw out the most reliable and valuable responses
2. Tips for analysing, extrapolating and deducing data into accurate insights
3. Methods for testing product ideas and product features on your target market
4. Understanding where customer insight can be of use in the product management and marketing process
When Everyone Is A Designer: Practical Techniques for Ethical Design in the D...Joe Lamantia
Broad cultural and technological shifts are rapidly erasing the distinctions that separate the creators and users of social media. In this DIY future, when everyone is a designer, greater ethical challenges arise for all involved.
These ethical dilemmas come increasingly from three directions. First, from conflicts between ever larger and more diverse groups of social media stakeholders. Second, from new hybrids of product, service, and information blended into new forms such as smart objects and the SPIME, constructs which bridge the physical and virtual environments into transmedia contexts for creation and use. Third, the from the emergence of broadly available DIY (Do It Yourself) tools, infrastructure, and methods which hint at changes in the basic economic and production models underlying the origins of social media, software, and content.
In addition to throwing open the gates of the design citadel, these shifts change the role of designers from authors of point solutions to the creators of broad systems and frameworks used by others for their own expressive and functional goals. Both traditional design professionals, and the growing ranks of DIY designers, must be prepared to address the increased ethical complexity of the integrated experiences of the future.
This presentation will share practical suggestions for supporting the design and architecture of ethically sound social media by using familiar experience design methods and techniques.
It Seemed Like The Thing To Do At Time: State of Mind and FailureJoe Lamantia
How to avoid failure by changing states of mind, outlooks and goals. A comparative tale of personal and global success and failure as driven by states of mind.
Designing Frameworks For Interaction and User Experience Joe Lamantia
Design frameworks offer substantial benefits to all parties involved in creating high quality user experiences. Frameworks allow designers to better adapt to the rapid shifts in the digital environment by leveraging modularity and structure, and accommodating the far-reaching changes inherent in the rise of co-creative dynamics. This presentation - part of a full-day workshop delivered at the 2009 Information Architecture Summit - identifies the elements common to all design frameworks, and offers best practices on effectively putting frameworks into practice. Altogether, it is a short course in the creation and use of customized design frameworks.
How to Do User Research in Agile Teams - Nearsoft + AtlassianNearsoft
You will learn to build better products by researching user behavior, needs, and motivations. We’ll show you a practical guide to integrate these techniques to your Agile development process.
Effective IA For Portals: The Building Blocks FrameworkJoe Lamantia
Portal design efforts often quickly come to a point where their initial information architecture is unable to effectively accommodate change and growth in types of users, content, or functionality, thereby lowering the quality of the overall user experience. This case study style presentation will demonstrate how a framework of standardized information architecture building blocks solved these recurring problems of growth and change for a series of business intelligence and enterprise application portals.
In a narrative and visual review of the evolution of a suite of enterprise portals constructed for a major global corporation, participants will see how the building blocks provided a consistent and stable framework for the design, expansion, and eventual integration of the user experiences of nearly a dozen distinct portal design efforts.
After introducing the building blocks framework, the presentation will follow successive waves of change in the audiences, structures, and contents of the portals, highlighting the benefits of a framework based design: repeatable mental models and navigation flows, reuse of design and development work, reduced costs and timelines, incorporation of social media capabilities into existing architectures, and a shared reference point for the user experience, technical, and business perspectives.
Big Data Is Not the Insight: The Language Of Discovery: Joe Lamantia
Designing Effective Search and Discovery Experiences for the Enterprise, Using the Language of Discovery
The oncoming tidal wave of Big Data, with its rapidly evolving ecosystem of multi-channel information saturated environments and services, brings profound challenges and opportunities for the design of effective user experiences that UX practitioners are just beginning to engage with in a meaningful fashion. In this coming Age of Insight, 'discovery' is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments. Search is the gateway to discovery, and thus is indispensable as a capability.
To provide architects and designers with an effective starting point for creating satisfying search and discovery experiences this session presents a simple analytical and generative vocabulary for understanding how people conduct the broad range of discovery activities necessary in the information-permeated enterprise, and defining the search experiences they need.
Specifically, this session will present:
A simple, research-derived language for describing search and discovery needs and activities that spans domains, environments, media, and user types
Observed and reusable patterns of discovery activities in individual and collaborative settings
A practical model that defines actionable patterns of information engagement throughout the enterprise
Examples of the architecture of successful discovery experiences at small and large scales
A vocabulary and perspective for discovery as a critical individual and organizational capability
Guidance on using this vocabulary to drive large scale IT portfolio management as well as the design of individual search solutions
Discovery and the Age of Insight: Walmart EIM Open House 2013Joe Lamantia
Discovery is the most important business capability in the emerging Age of Insight - it's the missing ingredient that makes Big Data a source of value for businesses and people.
The Language of Discovery is an essential tool for providing discovery capability, whether at the scale of designing a single discovery application, determining the value proposition of a new product or service, or managing a strategic portfolio of technology and business initiatives.
This presentation outlines the Age of Insight, and suggests deep structural and historic precedents visible in the Age of Reason, especially in the central parallels between Natural Philosophy and the emerging discipline of Data Science. We then review the language of discovery, and consider widely visible examples of products and services that demonstrate the language.
We review our own usage of the framework as an analytical and generative toolkit for providing discovery capability, and share best practices for employing this perspective across a variety of levels of need.
Massively Social Games: Next Generation ExperiencesJoe Lamantia
What form will the next generation of interactive experiences take? The exact nature of the future is always unknown. But now that everything is 'social', and games are a fully legitimate cultural phenomenon more profitable and more popular than Hollywood films, we can expect to see the emergence of experiences that combine aspects of games and social media in new ways.
One example of a hybrid experience that combines game elements and complex social interactions is the cross-media environment formed by the popular Killzone games and their companion site Killzone.com.
By design, the Killzone games and the Killzone.com site have co-evolved over time to interconnect on many levels. In the most recent version (planned for public release in early 2009), the game console and web site experiences work in concert to enhance gameplay with sophisticated social dynamics, and provide an active community destination that is 'synchronized' with events in the game in real time. The hybrid Killzone environment allows active game players and community members to move back and forth between game and web experiences, with simultaneous awareness of and connection to people and events in both settings.
Leading games researcher and designer Nicole Lazzaro calls these hybrid experiences 'Massively Social On-line Games'. In these types of interactive experiences, players build meaningful histories for individual characters and groups of all sizes through competitive and cooperative interactions that take place in the linked game and community contexts. Game mechanisms and social architecture elements are designed to encourage the accumulation of shared experiences, group identities, and collective histories. Over time, designers hope shared experiences will serve as the basis for a body of social memory.
This case study demonstrates a simple design framework of standardized information architecture building blocks that is directly applicable to portals and the DIY model for creating user experiences, in two ways. First, the building blocks framework can help maintain findability, usability and user experience quality in portal and DIY settings by effectively guiding growth and change. Second, it is an example of the changing role of IA in the DIY world, where we now define the frameworks and templates other people choose from when creating their own tools and user experiences.
Using many screenshots and design documents, the case study will follow changes in the audiences, structures, and contents of a suite of enterprise portals constructed for users in different countries, operating units, and managerial levels of a major global corporation. Participants will see how the building blocks provided an effective framework for the design, expansion, and integration of nearly a dozen distinct portals assembled from a common library of functionality and content.
This case study will also explore the building blocks as an example of the design frameworks IA’s will create in the DIY future. We will discuss the goals and design principles that inspired the building blocks system, and review its evolution over time.
Data Modelers Still Have Jobs: Adjusting for the NoSQL EnvironmentDataStax
Data modeling emerged in the 1970’s in response to the needs of database designers. This accident of history has influenced perceptions and practices of data modeling in harmful ways. Most notably, business-focused requirements analysis has been wrongly commingled with relational modeling. Compounding the problem, vendors have produced data-modeling tools that blur the important distinction between the client’s problem and the technologist’s solution.
Enter NoSQL, with its promise of liberating practitioners from the tiresome burden of designing relational databases. The chance to dispense with relational modeling was embraced enthusiastically, but for many organizations, it has meant discarding the only rigorous activity that had any hope of formally expressing the client’s data needs. This is a textbook case of throwing out the baby with the bathwater. This presentation shows you how to save the baby, and your career as a data modeler.
Understanding the client’s data problem remains essential, regardless of the technology used to build the solution. For that matter, understanding the client’s data problem is the first step toward making an informed choice of technology for the solution.
Using concrete, real-world examples, the presenter will show the following:
- How abandoning modeling altogether is a recipe for disaster, even in—or especially in—NoSQL environments
How experienced relational modelers can leverage their skills for NoSQL projects
- How the NoSQL context both simplifies and complicates the modeling endeavor
- How lessons learned modeling for NoSQL projects can make you a more effective modeler for any kind of project
As more and more organizations move from recognizing that unstructured data exists, and remains untapped, the field of semantic technology and text analysis capabilities is
Big Data analytics, social media analytics, text analytics, unstructured data analytics... call it what you may, we see ourselves as experts in text mining and have products and services that provide insights from various kinds of unstructured data. Already recognized by Gartner for our expertise, we are passionate about what we do and have also filed patents for some innovative approaches we have used.
A Cognitive Business is one that leverages cognitive computing to add value to existing processes, and drive new and innovative ways to serve customers, employees and citizens. But how do you get there? Hear real world examples that demonstrate business value, and learn about the programs and tools IBM offers to help get you started.
Our latest Product Talks event focused on one of the most significant yet often highly neglected areas of Product Management – market research.
A deep understanding of our customers and their needs pave the way for solid business cases and effective strategies for market segmentation, pricing, and product features prioritisation.
In a high-paced society where trends, market needs, and customer preferences change at an alarming rate, maintaining a competitive edge may be just a customer insight away.
Some key questions this event and presentation focused on are:
1. How to ask customers questions that will draw out the most reliable and valuable responses
2. Tips for analysing, extrapolating and deducing data into accurate insights
3. Methods for testing product ideas and product features on your target market
4. Understanding where customer insight can be of use in the product management and marketing process
When Everyone Is A Designer: Practical Techniques for Ethical Design in the D...Joe Lamantia
Broad cultural and technological shifts are rapidly erasing the distinctions that separate the creators and users of social media. In this DIY future, when everyone is a designer, greater ethical challenges arise for all involved.
These ethical dilemmas come increasingly from three directions. First, from conflicts between ever larger and more diverse groups of social media stakeholders. Second, from new hybrids of product, service, and information blended into new forms such as smart objects and the SPIME, constructs which bridge the physical and virtual environments into transmedia contexts for creation and use. Third, the from the emergence of broadly available DIY (Do It Yourself) tools, infrastructure, and methods which hint at changes in the basic economic and production models underlying the origins of social media, software, and content.
In addition to throwing open the gates of the design citadel, these shifts change the role of designers from authors of point solutions to the creators of broad systems and frameworks used by others for their own expressive and functional goals. Both traditional design professionals, and the growing ranks of DIY designers, must be prepared to address the increased ethical complexity of the integrated experiences of the future.
This presentation will share practical suggestions for supporting the design and architecture of ethically sound social media by using familiar experience design methods and techniques.
It Seemed Like The Thing To Do At Time: State of Mind and FailureJoe Lamantia
How to avoid failure by changing states of mind, outlooks and goals. A comparative tale of personal and global success and failure as driven by states of mind.
Designing Frameworks For Interaction and User Experience Joe Lamantia
Design frameworks offer substantial benefits to all parties involved in creating high quality user experiences. Frameworks allow designers to better adapt to the rapid shifts in the digital environment by leveraging modularity and structure, and accommodating the far-reaching changes inherent in the rise of co-creative dynamics. This presentation - part of a full-day workshop delivered at the 2009 Information Architecture Summit - identifies the elements common to all design frameworks, and offers best practices on effectively putting frameworks into practice. Altogether, it is a short course in the creation and use of customized design frameworks.
How to Do User Research in Agile Teams - Nearsoft + AtlassianNearsoft
You will learn to build better products by researching user behavior, needs, and motivations. We’ll show you a practical guide to integrate these techniques to your Agile development process.
Effective IA For Portals: The Building Blocks FrameworkJoe Lamantia
Portal design efforts often quickly come to a point where their initial information architecture is unable to effectively accommodate change and growth in types of users, content, or functionality, thereby lowering the quality of the overall user experience. This case study style presentation will demonstrate how a framework of standardized information architecture building blocks solved these recurring problems of growth and change for a series of business intelligence and enterprise application portals.
In a narrative and visual review of the evolution of a suite of enterprise portals constructed for a major global corporation, participants will see how the building blocks provided a consistent and stable framework for the design, expansion, and eventual integration of the user experiences of nearly a dozen distinct portal design efforts.
After introducing the building blocks framework, the presentation will follow successive waves of change in the audiences, structures, and contents of the portals, highlighting the benefits of a framework based design: repeatable mental models and navigation flows, reuse of design and development work, reduced costs and timelines, incorporation of social media capabilities into existing architectures, and a shared reference point for the user experience, technical, and business perspectives.
Big Data Is Not the Insight: The Language Of Discovery: Joe Lamantia
Designing Effective Search and Discovery Experiences for the Enterprise, Using the Language of Discovery
The oncoming tidal wave of Big Data, with its rapidly evolving ecosystem of multi-channel information saturated environments and services, brings profound challenges and opportunities for the design of effective user experiences that UX practitioners are just beginning to engage with in a meaningful fashion. In this coming Age of Insight, 'discovery' is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments. Search is the gateway to discovery, and thus is indispensable as a capability.
To provide architects and designers with an effective starting point for creating satisfying search and discovery experiences this session presents a simple analytical and generative vocabulary for understanding how people conduct the broad range of discovery activities necessary in the information-permeated enterprise, and defining the search experiences they need.
Specifically, this session will present:
A simple, research-derived language for describing search and discovery needs and activities that spans domains, environments, media, and user types
Observed and reusable patterns of discovery activities in individual and collaborative settings
A practical model that defines actionable patterns of information engagement throughout the enterprise
Examples of the architecture of successful discovery experiences at small and large scales
A vocabulary and perspective for discovery as a critical individual and organizational capability
Guidance on using this vocabulary to drive large scale IT portfolio management as well as the design of individual search solutions
Discovery and the Age of Insight: Walmart EIM Open House 2013Joe Lamantia
Discovery is the most important business capability in the emerging Age of Insight - it's the missing ingredient that makes Big Data a source of value for businesses and people.
The Language of Discovery is an essential tool for providing discovery capability, whether at the scale of designing a single discovery application, determining the value proposition of a new product or service, or managing a strategic portfolio of technology and business initiatives.
This presentation outlines the Age of Insight, and suggests deep structural and historic precedents visible in the Age of Reason, especially in the central parallels between Natural Philosophy and the emerging discipline of Data Science. We then review the language of discovery, and consider widely visible examples of products and services that demonstrate the language.
We review our own usage of the framework as an analytical and generative toolkit for providing discovery capability, and share best practices for employing this perspective across a variety of levels of need.
Massively Social Games: Next Generation ExperiencesJoe Lamantia
What form will the next generation of interactive experiences take? The exact nature of the future is always unknown. But now that everything is 'social', and games are a fully legitimate cultural phenomenon more profitable and more popular than Hollywood films, we can expect to see the emergence of experiences that combine aspects of games and social media in new ways.
One example of a hybrid experience that combines game elements and complex social interactions is the cross-media environment formed by the popular Killzone games and their companion site Killzone.com.
By design, the Killzone games and the Killzone.com site have co-evolved over time to interconnect on many levels. In the most recent version (planned for public release in early 2009), the game console and web site experiences work in concert to enhance gameplay with sophisticated social dynamics, and provide an active community destination that is 'synchronized' with events in the game in real time. The hybrid Killzone environment allows active game players and community members to move back and forth between game and web experiences, with simultaneous awareness of and connection to people and events in both settings.
Leading games researcher and designer Nicole Lazzaro calls these hybrid experiences 'Massively Social On-line Games'. In these types of interactive experiences, players build meaningful histories for individual characters and groups of all sizes through competitive and cooperative interactions that take place in the linked game and community contexts. Game mechanisms and social architecture elements are designed to encourage the accumulation of shared experiences, group identities, and collective histories. Over time, designers hope shared experiences will serve as the basis for a body of social memory.
This case study demonstrates a simple design framework of standardized information architecture building blocks that is directly applicable to portals and the DIY model for creating user experiences, in two ways. First, the building blocks framework can help maintain findability, usability and user experience quality in portal and DIY settings by effectively guiding growth and change. Second, it is an example of the changing role of IA in the DIY world, where we now define the frameworks and templates other people choose from when creating their own tools and user experiences.
Using many screenshots and design documents, the case study will follow changes in the audiences, structures, and contents of a suite of enterprise portals constructed for users in different countries, operating units, and managerial levels of a major global corporation. Participants will see how the building blocks provided an effective framework for the design, expansion, and integration of nearly a dozen distinct portals assembled from a common library of functionality and content.
This case study will also explore the building blocks as an example of the design frameworks IA’s will create in the DIY future. We will discuss the goals and design principles that inspired the building blocks system, and review its evolution over time.
How Atlassian's User Research Went Agile (and So Can Yours)Atlassian
In late 2015, we set up Atlassian Atlab: a low-budget customer research space that tightly integrates into the Agile sprint process. What began as an experiment quickly became an indispensable part of our company’s design process. Atlab is now international, run in all of our offices, gathering input from about 200 customers every month.
In this talk, we will teach you why agile research is a crucial part of building great customer experiences, how to create stakeholder buy-in for your efforts, best practices for conducting research, and what to do with your findings. We will also teach you how to set up your very own Atlab. Warning: it’s very cheap, and easier than you may expect!
Products covered:
JIRA Software, JIRA Core, JIRA Service Desk, Confluence, HipChat, Bitbucket, Bamboo, Fisheye / Crucible, Portfolio for JIRA
Rapid Product Design Using Lean UX Methods [Tradecraft : May 2014]Kate Rutter
Product design starts with framing an idea that will be valuable for real people in the real world. In this 120 minute workshop, Tradecraft members practiced rapid techniques to envision a product concept that is driven by user needs. Using Lean Startup principles and these fun and rapid methods, they created a coherent, lo-fi product concept, including identifying the problem it solves for people and understanding the role it plays in customers’ lives. By identifying a key metric to indicate traction, they explored the idea in full. They wrapped up with practical, actionable (and simple!) next steps to propel the ideas forward. * This deck includes downloadable templates.
These methods were developed at Luxr. Learn more about Tradecraft at http://tradecrafted.com. Learn more about Luxr at http://luxr.co/.
This fall, C/D/H presented to a group of IT professionals and leaders on best practices for optimizing and branding the user experience of SharePoint 2010 public websites and portals.
Attendees learned how SharePoint 2010 solutions can generate measurable business results from improvements in SharePoint information architecture, usability, visual design, and data visualization/integration. Real world projects were used to demonstrate how adhering to best practices drives adoption and provides valuable user feedback for continuous improvement.
Download the slide deck (PDF, 1 MB).
And for more information on this or other SharePoint topics, visit our blog at www.cdhtalkstech.com.
Digital Futures: Five Digital Trends for 2013 - David CrawfordBranded3
As we approach the end of 2013’s first quarter, David will take a look at how the top digital predictions for the year are shaping up and, more importantly, what we need to watch out for and concentrate on over the coming months.
On June 13th, Jeff Kinnelly presented on one of today's hottest SharePoint topics: SharePoint Internet design and branding.
View Jeff’s designing for basics slide deck to learn more about user experience, UX in SharePoint, design best practices, and development and web analytics tools.
And for more information on this or other SharePoint topics, visit our blog at www.cdhtalkstech.com.
Branding alone cannot support the user experience in SharePoint. The successful redesign of an existing SharePoint site is dependent on multiple factors that are often overlooked.
This session is designed for Architects, Designers, and IT Pros and includes the following:
-Common Causes of Branding Problems in SharePoint
-Demonstration of "crappy content" and impact on branding
Overview of the elements of User Experience (UX)
-Methods to improve user experience and overall look and feel without touching a master page
• What is Usability?
• Why do our clients care how does it impact their
bottom line?
• What are some rudimentary user behaviors and
usability principles?
• What is most important for an SEO analyst to
know?
A live walkthrough of 4 Better Practices for creating customer-centric B2B marketing content. Loaded with real-life examples, and reviews of 6 volunteer companies who participated in a live Content Clinic webinar hosted by Pardot on February 23, 2011.
A recent presentation I gave at an industry conference, based on the UBank experience
www.ubank.com.au
www.facebook.com/ubank
www.youtube.com/ubankmoneybox
Developing Customer-Centric Content: A Better B2B Marketing ClinicPardot
Engaging content - the cornerstone of your marketing efforts, right? Whether it's websites, white papers or press releases - you want prospects to find your marketing content findable, relevant, and valuable. Learn how the right content will ultimately result in more leads and more customers by facilitating the buying cycle.
Engaging content can spell out success for you and your company, ultimately resulting in more leads and more customers by facilitating the buying cycle. Join us as Nolin LeChasseur, Partner of Brainrider, hosts a free clinic that explores in depth the world of developing customer-centric content.
How We Create The Perfect SEO Brief That Aligns Teams & Beats CompetitionSearch Engine Journal
Does aligning SEO goals with multiple teams and departments feel oddly like herding cats?
To add fuel to the ever-extending timeline, you may have uninformed stakeholders who need to provide their input as well.
Marketing, SEO, and content teams all share the same goals, but how aligned are you in creating content that is timely and consistently effective?
It’s time to try the perfect SEO brief.
Watch our webinar to learn how to create a well-coordinated brief that will seamlessly connect your teams, elevate your content program, and outperform your competitors.
You'll learn how to craft an ideal content brief that helps you:
- Create comprehensive content that answers users' needs.
- Align Marketing, SEO, and content teams on exact content details.
- Optimize from the very beginning.
Arjay Rama, CEO of Alps.ai, will show you how to consistently work effectively with content teams and build quality content.
Often, when it comes to content briefs, many teams are not aligned, leading to sub-optimal results.
Seamless collaboration is possible within your organization to produce a clear and compelling content brief.
UX STRAT 2018 | Flying Blind On a Rocket Cycle: Pioneering Experience Centere...Joe Lamantia
After Oracle acquired Endeca, we all had to figure out what to do next. This case study describes building a learning-driven strategy capability to guide an adventurous product development group focused on the new domains of big data analytics and machine intelligence. I’ll share the outcomes of our efforts to launch new products chartered directly around customer experience value; outline the methods, tools, and perspectives that powered product discovery and strategic planning; share a framework and patterns for identifying and understanding emerging domains; and review the application of this toolkit to new situations.
Iterative Discovery and Analysis: Workflow / Activity and Capability ModelJoe Lamantia
Models of the workflow and capabilities necessary for iterative discovery and analysis. Identifies the two primary cycles - Insight / Discovery, and Modeling - making up analysis workflow. Maps the deep structure of discovery and analysis activity using the Language of Discovery. Identifies core and enhancing capabilities necessary for analysis.
Highlights and summary of long-running programmatic research on data science; practices, roles, tools, skills, organization models, workflow, outlook, etc. Profiles and persona definition for data scientist model. Landscape of org models for data science and drivers for capability planning. Secondary research materials.
User Experience Architecture For Discovery ApplicationsJoe Lamantia
"How can you harness the power and flexibility of Latitude to create useful, usable, and compelling discovery applications for enterprise discovery workers? This session goes beyond the technology to explore how you can apply fundamental principles of information design and visualization, analytics best practices and user interface design patterns to compose effective and compelling discovery applications that optimize user discovery, success, engagement, & adoption."
Social Interaction Design For Augmented Reality: Patterns and Principles for ...Joe Lamantia
Augmented reality blends the real world and the Internet in real time, making many new kinds of proximity, context, and location based experiences possible for individuals and groups. Despite these many possibilities, we know from history that the long term value and impact of augmented reality for most people will depend on how well these experiences integrate with ordinary social settings, and support everyday interactions. Yet the interaction patterns and behavior we see in current AR experiences seem almost ‘anti-social’ by design. This is an important gap that design must close in order to create successful AR offerings. In other words, much like children going to school for the first time, AR must to learn to ‘play well with others’ to be valuable and successful. This presentation reviews the interaction design patterns common to augmented reality, suggests tools to help understand and improve the ’social maturity’ of AR products and applications, and shares design principles for creating genuinely social augmented experiences that integrate well with human social settings and interactions.
Understanding Frameworks: Beyond Findability IA Summit 2010Joe Lamantia
Design frameworks offer substantial benefits to all parties involved in creating high quality user experiences for products, services, digital media, and the emerging interaction spaces of augmented reality, ubiquitous computing, and cross-media. Frameworks allow designers to better adapt to the rapid shifts in the digital environment by leveraging increasing modularity, granularity, and structure, and accommodating the far-reaching changes inherent in the rise of co-creative dynamics. This presentation - part of a full-day workshop delivered at the 2009 & 2010 Information Architecture Summit - identifies the elements common to all design frameworks, and offers best practices on effectively putting frameworks into practice. Altogether, it is a short course in the creation and use of customized design frameworks.
Design Principles for Social Augmented Experiences: Next Wave of AR Panel | W...Joe Lamantia
Augmented reality is moving from the stage of technical experiment to social experiment as we augment social settings and interactions in the real world. Unfortunately, as it stands now, AR creates 'anti-social' interactions and experiences. This presentation shares 9 design principles for social augmented experiences that people will value.
Personal Finance On-line: New Models & OpportunitiesJoe Lamantia
Strategic review of emerging on-line personal finance offerings, based on changing consumer perceptions of the value and credibility of traditional finance service providers.
Considers social lending, micro-credit, and peer-to-peer lending, in combination with prediction markets, as a new personal finance ecosystem.
Explores service concepts and describes experience scenarios with the goal of finding opportunities for existing finance providers to engage with new models.
Social Media: Strategic Overview & Business ImplicationsJoe Lamantia
Agency POV and strategic overview of the business impact of new digital social channels on engaging with customers, branding, participation in the reputation economy. Considers commercial and enterprise domains, as well as the evolution of social media toward social busienss and models such as co-creation.
Sections:
Overview of Social Engagement and Business Implications
Examples of
Measuring the Social Landscape
Getting Started In the Conversation
Best Practices for Social Interactions
Digital Music Services (Strategic Review & Options)Joe Lamantia
Strategic review of digital music services market (with a focus on the mobile user). Competitor assessment, customer insights, mapping of product and experience ecosystems. Identifies opportunities for offering new services based on customer experiences. Reviews abbreviated portfolio of strategic options, and experience concepts.
Waves of Change Shaping Digital ExperiencesJoe Lamantia
The digital landscape is changing, shaped by waves of change in media, technology, identity, and the basic ways we evaluate our experiences. These are some of the major waves of change in digital experiences that may be leading us to a world of co-creation and exchange through interaction.
The DIY Future: What Happens When Everyone Is a DesignerJoe Lamantia
The DIY Future: What Happens When Everyone Is A Designer?
Broad cultural, technological, and economic shifts are rapidly erasing the distinctions between those who create and those who use, consume, or participate. This is true in digital experiences and information environments of all types, as well as in the physical and conceptual realms. In all of these contexts, substantial expertise, costly tools, specialized materials, and large-scale channels for distribution are no longer required to execute design.
The erosion of traditional barriers to creation marks the onset of the DIY Future, when everyone is a potential designer (or architect, or engineer, or author) of integrated experiences - the hybrid constructs that combine products, services, concepts, networks, and information in support of evolving functional and emotional pursuits.
The cultural and technological shifts that comprise the oncoming DIY Future promise substantial changes to the environments and audiences that design professionals create for, as well as the role of designers, and the ways that professionals and amateurs alike will design. One inevitable aspect consequence will be greater complexity for all involved in the design of integrated experiences. The potential rise of new economic and production models is another.
The time is right to begin exploring aspects of the DIY Future, especially its profound implications for information architecture and user experience design. Using the designer's powerful fusion of analytical perspective and creative vision, we can balance speculative futurism with an understanding of concrete problems - such as growing ethical challenges and how to resolve them - from the present day.
What does the future of design hold? Greater ethical challenges. In the coming world of integrated experiences, design will face increasing ethical dilemmas born of the conflicts between broader, diverse groups of users in social media; new hybrids such as the SPIME which bridges the physical and virtual environments simultaneously, and the DIY shift that changes the role of designers from creators of elegant point solutions, to the authors of elegant systems and frameworks used by others for their own expressive and functional purposes. To better prepare designers for the increased complexity, connectedness, and awareness included in the coming future, here are some practical suggestions for easily addressing conflict during the design of integrated experiences, by using known and familiar experience design methods and techniques.
SAP Sapphire 2024 - ASUG301 building better apps with SAP Fiori.pdfPeter Spielvogel
Building better applications for business users with SAP Fiori.
• What is SAP Fiori and why it matters to you
• How a better user experience drives measurable business benefits
• How to get started with SAP Fiori today
• How SAP Fiori elements accelerates application development
• How SAP Build Code includes SAP Fiori tools and other generative artificial intelligence capabilities
• How SAP Fiori paves the way for using AI in SAP apps
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Welocme to ViralQR, your best QR code generator.ViralQR
Welcome to ViralQR, your best QR code generator available on the market!
At ViralQR, we design static and dynamic QR codes. Our mission is to make business operations easier and customer engagement more powerful through the use of QR technology. Be it a small-scale business or a huge enterprise, our easy-to-use platform provides multiple choices that can be tailored according to your company's branding and marketing strategies.
Our Vision
We are here to make the process of creating QR codes easy and smooth, thus enhancing customer interaction and making business more fluid. We very strongly believe in the ability of QR codes to change the world for businesses in their interaction with customers and are set on making that technology accessible and usable far and wide.
Our Achievements
Ever since its inception, we have successfully served many clients by offering QR codes in their marketing, service delivery, and collection of feedback across various industries. Our platform has been recognized for its ease of use and amazing features, which helped a business to make QR codes.
Our Services
At ViralQR, here is a comprehensive suite of services that caters to your very needs:
Static QR Codes: Create free static QR codes. These QR codes are able to store significant information such as URLs, vCards, plain text, emails and SMS, Wi-Fi credentials, and Bitcoin addresses.
Dynamic QR codes: These also have all the advanced features but are subscription-based. They can directly link to PDF files, images, micro-landing pages, social accounts, review forms, business pages, and applications. In addition, they can be branded with CTAs, frames, patterns, colors, and logos to enhance your branding.
Pricing and Packages
Additionally, there is a 14-day free offer to ViralQR, which is an exceptional opportunity for new users to take a feel of this platform. One can easily subscribe from there and experience the full dynamic of using QR codes. The subscription plans are not only meant for business; they are priced very flexibly so that literally every business could afford to benefit from our service.
Why choose us?
ViralQR will provide services for marketing, advertising, catering, retail, and the like. The QR codes can be posted on fliers, packaging, merchandise, and banners, as well as to substitute for cash and cards in a restaurant or coffee shop. With QR codes integrated into your business, improve customer engagement and streamline operations.
Comprehensive Analytics
Subscribers of ViralQR receive detailed analytics and tracking tools in light of having a view of the core values of QR code performance. Our analytics dashboard shows aggregate views and unique views, as well as detailed information about each impression, including time, device, browser, and estimated location by city and country.
So, thank you for choosing ViralQR; we have an offer of nothing but the best in terms of QR code services to meet business diversity!
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
A tale of scale & speed: How the US Navy is enabling software delivery from l...sonjaschweigert1
Rapid and secure feature delivery is a goal across every application team and every branch of the DoD. The Navy’s DevSecOps platform, Party Barge, has achieved:
- Reduction in onboarding time from 5 weeks to 1 day
- Improved developer experience and productivity through actionable findings and reduction of false positives
- Maintenance of superior security standards and inherent policy enforcement with Authorization to Operate (ATO)
Development teams can ship efficiently and ensure applications are cyber ready for Navy Authorizing Officials (AOs). In this webinar, Sigma Defense and Anchore will give attendees a look behind the scenes and demo secure pipeline automation and security artifacts that speed up application ATO and time to production.
We will cover:
- How to remove silos in DevSecOps
- How to build efficient development pipeline roles and component templates
- How to deliver security artifacts that matter for ATO’s (SBOMs, vulnerability reports, and policy evidence)
- How to streamline operations with automated policy checks on container images
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
4. Todayʼs Menu
Introductions & Background - 20 min
Understanding Audiences - 40 min
Break - 10 min
Modes, Scenarios, Patterns & Life-cycles - 60 min
Break - 10 min
Design - 20 min
Lessons - 20 min
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 4
5. Background
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 5
6. Partnership with Keane
Information Collection and Business
Surveyor Project Profile Process Transformation
Client: Leading Provider of Credit Ratings, Research and Risk Analysis for Fixed-Income
Securities and Other Obligations
Business Need: Evolve the website into a more compelling information delivery
environment that is superior to competitor sites, promotes the companyʼs overall business
objectives, and meets the needs of business users, shareholders, issuers and investors
Strategic Goals
• Usability: Identify usability issues and recommend areas of improvement to ensure that customers and stakeholders
will use it because they want to, not because they have to
• Scalability: Define a site architecture that is clearly capable of supporting future increases in user base and functional
capability
• Flexibility: Define a site structure that allows for functional enhancements to made easily within a reasonable time-to-
market
• Reliability: Verify that the right architectural components, monitoring tools and operational practices are being used to
ensure that the site is stable and continues to run smoothly
• Manageability: Develop a build vs. buy strategy that makes the most efficient use of internal resources
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 6
7. Scope
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 7
8. Scope
Address the full spectrum of global finance
• Worldwide and real time
• All activities & topics
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 7
9. Scope
Address the full spectrum of global finance
• Worldwide and real time
• All activities & topics
700,000 documents
• Refresh 1000 / day
• Diverse formats; pdf, doc, txt
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 7
10. Scope
Address the full spectrum of global finance
• Worldwide and real time
• All activities & topics
700,000 documents
• Refresh 1000 / day
• Diverse formats; pdf, doc, txt
Millions of data points (ratings)
• Qualitative and quantitative
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 7
11. Scope
Address the full spectrum of global finance
• Worldwide and real time
• All activities & topics
700,000 documents
• Refresh 1000 / day
• Diverse formats; pdf, doc, txt
Millions of data points (ratings)
• Qualitative and quantitative
25 Services & products on-line
• Combining documents and data
• Business intelligence, analysis / synthesis capabilities
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 7
12. Scope
Address the full spectrum of global finance
• Worldwide and real time
• All activities & topics
700,000 documents
• Refresh 1000 / day
• Diverse formats; pdf, doc, txt
Millions of data points (ratings)
• Qualitative and quantitative
25 Services & products on-line
• Combining documents and data
• Business intelligence, analysis / synthesis capabilities
Multiple delivery channels
• Web applications, desktop applications, data feeds, document repository, web repository
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 7
13. Scope
Address the full spectrum of global finance
• Worldwide and real time
• All activities & topics
700,000 documents
• Refresh 1000 / day
• Diverse formats; pdf, doc, txt
Millions of data points (ratings)
• Qualitative and quantitative
25 Services & products on-line
• Combining documents and data
• Business intelligence, analysis / synthesis capabilities
Multiple delivery channels
• Web applications, desktop applications, data feeds, document repository, web repository
Diverse customers
• 100,000 users
• All perspectives
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 7
14. Current Limitations
Barriers to Ratings and Research Expansion
Clients can only realize the value of Client research if they can find it
User Issues Business Impacts
Ineffective Basic & Advanced Search Detracts from the value of Client ratings and
research
No document cross-referencing
Limits ability to attract and retain “non-captive”
Ability to browse content tedious at best
customers in new markets
Example Scenario: Search for Relevant Research
Senior
Credit
Analyst
! ! ! !
Client.com “quick search” for “Quick search” by “Ticker” for Advanced Search; Leaves Client.com and finds
“British Air”; no search BAY.L; no search results non-intuitive interface desired content on
results found found competitor’s website
“You have to know what you’re looking for” — Senior Credit Analyst, AIG Global Investment Group
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 8
15. Problem Example: Barriers to Value Perception
A poor user experience lowered perceptions of Client
Example Scenario: View Latest Research
Ratings
Advisory
! ! ! !
Detail page contains assorted Related Research tab shows a Research is split across a Goes to competitor’s site first,
links and tabs; content not seemingly random list of number of ill-defined doc because competitor’s site is
on one page assorted documents types, published at easier to use
different times
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 9
16. Problem Example: Barriers to Value Perception
A poor user experience lowered perceptions of Client
Example Scenario: View Latest Research
Ratings
Advisory
! ! ! !
Detail page contains assorted Related Research tab shows a Research is split across a Goes to competitor’s site first,
links and tabs; content not seemingly random list of number of ill-defined doc because competitor’s site is
on one page assorted documents types, published at easier to use
different times
“I’ll go to (a competitor’s site) first, then I’ll go to (the company’s) if I have the time…”
— Director, Global Ratings Advisory
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 9
17. Problem Example: Barriers to Value Perception
A poor user experience lowered perceptions of Client
Example Scenario: View Latest Research
Ratings
Advisory
! ! ! !
Detail page contains assorted Related Research tab shows a Research is split across a Goes to competitor’s site first,
links and tabs; content not seemingly random list of number of ill-defined doc because competitor’s site is
on one page assorted documents types, published at easier to use
different times
“I’ll go to (a competitor’s site) first, then I’ll go to (the company’s) if I have the time…”
— Director, Global Ratings Advisory
User Issues
Research content is inconsistent
Business Impacts
Hampers deepening of relationships
Related research functions are ineffective
with established clients
Sites are difficult for users to understand
Detracts from the company’s reputation as an
and navigate
authoritative source of high quality info
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 9
18. Business Problems
Client.com could not effectively support growth because it failed to meet users’ needs
Barriers to Product Adoption
Data & Employees
Limited integration of data and features
Analytics Lack of common user experience
Data & Analytics Markets
Quantitative Users
Barriers to Ratings and Research
Xyz Ratings & Expansion Adjacent Markets
Research Ineffective Basic & Advanced Search Equity Investors, Hedge Fund Managers
Limited related research navigation
Traditional Markets
Issuers, Intermediaries & Fixed
Barriers to Emerging Market Income Investors
Global Development
Numerous barriers to getting basic information
Expansion Lack of integration between the main website and local
Emerging Markets
New Issuers, Intermediaries, & Investors
content
Non-Client Users
Barriers to Value Perception Shareholders, Regulators, Recruits
Co Maintain Inconsistent research content & Journalists
Integrity & Sub-standard user experience
Reputation
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 10
19. Recommendations by Theme
Develop an information taxonomy and ontology
1 Information Retrieval
Extend metadata collection
Implement a robust search architecture
Build user-centric search interfaces
2
Implement a services-based architecture with a well defined business tier
Growth Capacity Standardize information supply chain, leveraging Module-3 designs,
infrastructure and investment
3
Develop a unified service delivery platform
User Centric Design Consolidate & standardize content
Create a user-centric site structure
4
Unify core web site and regional sites
Global Site Strategy Support multiple approaches to affiliate site integration
Support translation of research content as needed
5 Governance
Establish cross-discipline oversight groups
Formalize product consistency "checkpoints"
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 11
20. 36-Month Roadmap
Phase 1: Foundation & Usability Phase 2: Consolidation & Scalability Phase 3: Integration & Flexibility
Track 1: Information Retrieval
Architecture, Design, Metadata Collection Metadata Collection Metadata Collection
POC
& Vendor Selection Baseline Automation Support Social Tagging
Taxonomy/Metadata Taxonomy/Metadata Taxonomy/Metadata
Mgmt. Baseline Mgmt. Automation Support Mgmt. Social Tagging
Search Search Search
Baseline Term Expansion Key Identification
Track 2: Unified Service Delivery
UE Site Architecture UE Core Web Site
Aggregated Market-Centric Pages
Diff. & Design POC Implementation
Migration Data Architecture
Product Migration
Planning Foundation Imp.
Track 3: Global Site Support
Country/Lang Affiliate Integration
Selector Support
Migration
Global Site Migration
Planning
Improved Local
Language Support
Track 4: Governance
Governance Tax./Ont. Content/Publication
UE Governance Arch Governance Ongoing Governance & Oversight
Planning Governance Governance
Product Lifecycle Process
Improvement
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 12
21. Information Retrieval
Goals and Recommendations
Goals Recommendations
Provide enhanced support for related Develop an information
research identification and retrieval taxonomy and ontology
Implement robust document and content Extend metadata collection
categorization to enable more effective
keyword searches Implement a robust search architecture
Enable efficient topical searching of all
Build user-centric search
documents and content interfaces
Develop advanced search capabilities that
align to industry best practices
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 13
22. Information Retrieval
Build User-Centric Search Interfaces
Integrated and full-featured search interfaces will increase the effectiveness of Client search
Current State Future State
Search Suggestions
(i.e. Did you N/A
mean?)
Matching Issuers Client.com
(grouped by
business line) Search Results
Did you mean? Refine Search
Matching Issuers
Matching Research Save Search
(Document Title) Matching Research
Other Results
Modify Alerts
Matching Research
(Full Text)
Other Matches
(i.e. site content, N/A
products, etc…)
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 14
23. Information Retrieval
Build User-Centric Search Interfaces
Integrated and full-featured search interfaces will increase the effectiveness of Client search
Current State Future State
Integrate
Search Suggestions
(i.e. Did you Results
N/A • Improves
mean?)
usability of the
search interfaces
• Increases the
probability of
finding the
Matching Issuers Client.com
desired result
(grouped by
business line) Search Results
Did you mean? Refine Search
Matching Issuers
Matching Research Save Search
(Document Title) Matching Research
Other Results
Modify Alerts
Matching Research
(Full Text)
Other Matches
(i.e. site content, N/A
products, etc…)
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 14
24. Information Retrieval
Build User-Centric Search Interfaces
Integrated and full-featured search interfaces will increase the effectiveness of Client search
Current State Future State
Integrate Suggest
Search Suggestions
(i.e. Did you Results Alternate
N/A • Improves Searches
mean?)
usability of the Provides
search interfaces alternate
• Increases the search terms
probability of such as
finding the corrections
Matching Issuers Client.com
desired result of CRSspelled
(grouped by
business line) Search Results words
Did you mean? Refine Search
Matching Issuers
Matching Research Save Search
(Document Title) Matching Research
Other Results
Modify Alerts
Matching Research
(Full Text)
Other Matches
(i.e. site content, N/A
products, etc…)
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 14
25. Information Retrieval
Build User-Centric Search Interfaces
Integrated and full-featured search interfaces will increase the effectiveness of Client search
Current State Future State
Integrate Suggest Group
Search Suggestions
(i.e. Did you Results Alternate Results
N/A • Improves Searches Provides
mean?)
usability of the Provides user with
search interfaces alternate context to
• Increases the search terms help
probability of such as interpret
finding the corrections result sets
Matching Issuers Client.com
desired result of CRSspelled
(grouped by
business line) Search Results words
Did you mean? Refine Search
Matching Issuers
Matching Research Save Search
(Document Title) Matching Research
Other Results
Modify Alerts
Matching Research
(Full Text)
Other Matches
(i.e. site content, N/A
products, etc…)
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 14
26. Information Retrieval
Build User-Centric Search Interfaces
Integrated and full-featured search interfaces will increase the effectiveness of Client search
Current State Future State
Integrate Suggest Group
Search Suggestions
(i.e. Did you Results Alternate Results
N/A • Improves Searches Provides
mean?)
usability of the Provides user with
search interfaces alternate context to
• Increases the search terms help
probability of such as interpret
finding the corrections result sets
Matching Issuers Client.com
desired result of CRSspelled
(grouped by
business line) Search Results words
Did you mean? Refine Search
Matching Issuers
Matching Research Save Search
(Document Title) Matching Research
Other Results
Modify Alerts
Matching Research
(Full Text)
Provide Other
Matches
• Includes non-
Other Matches research
(i.e. site content, N/A document
products, etc…)
content such as
Rating Definitions
eliminating need
for users to
know what content
is and is
not searched
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 14
27. Information Retrieval
Build User-Centric Search Interfaces
Integrated and full-featured search interfaces will increase the effectiveness of Client search
Current State Future State
Integrate Suggest Group
Search Suggestions
(i.e. Did you Results Alternate Results
N/A • Improves Searches Provides
mean?)
usability of the Provides user with
search interfaces alternate context to
• Increases the search terms help
probability of such as interpret
finding the corrections result sets
Matching Issuers Client.com
desired result of CRSspelled
(grouped by
business line) Search Results words
Did you mean? Refine Search
Matching Issuers
Matching Research Save Search
(Document Title) Matching Research
Other Results
Modify Alerts
Matching Research
(Full Text)
Provide Other Support Derivative
Matches Actions
• Includes non- • Allows refinement of
Other Matches research search criteria based
(i.e. site content, N/A document on initial results
products, etc…)
content such as • Enables saving search
Rating Definitions criteria for future use
eliminating need • Provides framework to
for users to modify alerts
know what content preferences based on
is and is search results (and/
not searched or setup RSS feeds)
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 14
28. Understanding Audiences
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 15
29. Audiences: Overview of User Groups
Customers Users (non paying) Client Services Client Analysts
This group utilizes Client.com to
This group includes the range of
support diverse purposes This group provides Client.com Client analysts create the
Client.com customers, from
inlcuding research and customers with service and valuable research and data
Ratings Advisors to Credit
regulation, that are not support for the research and data delivered to customers via
Analysts and Portfolio Managers
connected to a credit issue or or analytics offerings delivered Client.com. Client Analysts
other buying or selling decision. via the web site. It includes specialize in a particular area of
customer facing roles, as well as the market, and often have
IT staff, and Issuer Relations. contact with customers needing
additional clarification or insight
into Client actions and
viewpoints.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 99 Joe Lamantia 16
30. “Personas”
Client Analysts
Group 4
Access to all types of information is needed at
every moment of every day
Analysts Needs/Goals
•Easy access to research written by other Client analysts
•Views of underlying data to support analysis when talking with customers
•Ability to monitor publications on topics and industries related to their expertise
Analysts Key Opportunities
•Change perceptions of IR effectiveness by creating focused tools for specialized IR needs
•Create focused tools for other job needs, such as document management
•Provide cross-reference capabilities
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 17
31. “Access to all types of
information is needed
at every moment of
every day.”
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 18
32.
33.
34. Track Differentiation
Breadth vs. Depth
Track 1 took a deep dive into the requirements surrounding information retrieval, while
Track 2 took a broader and shallower view of the entire set of requirements.
Breadth
Track 2:
U.S.D.
Key
Phase 1
Phase 2
Depth
Phase 3
Track 1:
Info
Complete Scope
Retrieval
Client.com
Track 2: Track 3:
Products Global
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 21
35. Understanding Experiences
Why are people here?
What are they doing?
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 22
46. Research Techniques
Customer interviews
Site visits
Contextual inquiry
Log analysis
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 24
47. Research Techniques
Customer interviews
Site visits
Contextual inquiry
Log analysis
Query logs
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 24
48. Research Techniques
Customer interviews
Site visits
Contextual inquiry
Log analysis
Query logs
Heuristic review
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 24
49. Research Techniques
Customer interviews
Site visits
Contextual inquiry
Log analysis
Query logs
Heuristic review
Usability testing
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 24
50. Research Techniques
Customer interviews
Site visits
Contextual inquiry
Log analysis
Query logs
Heuristic review
Usability testing
Expert interviews
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 24
51. Research Techniques
Customer interviews
Site visits
Contextual inquiry
Log analysis
Query logs
Heuristic review
Usability testing
Expert interviews
Concept mapping
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 24
52. Research Techniques
Customer interviews
Site visits
Contextual inquiry
Log analysis
Query logs
Heuristic review
Usability testing
Expert interviews
Concept mapping
Task analysis Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 24
53. Method: Understanding Goals
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 25
59. Design Research
Structured Open
Declarative Demonstrative
Quantitative Qualitative
Descriptive Predictive
Individual Group
60. Grounded Theory
If your research goal is accurate description, then
another method should be chosen since Grounded
Theory is not a descriptive method.
Instead it has the goal of generating concepts that
explain people’s actions regardless of time and place.
The descriptive parts of a GT are there mainly to
illustrate the concepts.
http://en.wikipedia.org/wiki/Grounded_theory
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 27
61. Grounded Theory
What most differentiates grounded theory from
much other research is that it is explicitly
emergent. It does not test a hypothesis.
It sets out to find what theory accounts for
the research situation as it is.
The aim, as Glaser in particular states it, is to
discover the theory implicit in the data.
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62. Design Research
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 29
63. Interviews
Raw Goals
Root Goals
Objects
Concrete Goals
64. Understanding User Goals
Raw Goals
Read operating guidelines
Scan technical support requests
Review installation instructions
Review technical specifications
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 31
65. Understanding User Goals
Root Goal
Review
“To examine in detail”
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 32
66. User Goals
Assess means to make a judgement or decision about, considering relevant
factors
Compare means to review the similarities and differences of two or more
examples of the same type of thing by looking at them in detail
Find means to learn the location and status of
Identify means to distinguish by the use of specific criteria
Locate means to become aware of where and how a thing may be found, and /
or contacted.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 33
67. User Goals
Monitor means to track the status and location of
Obtain means to acquire and retain for other purposes
Review means to examine in detail
Save means to store and keep
See means to be presented with in a manner that makes assumed
relationships or characteristics apparent
Understand means to consider all available points of view or sources of
information on a topic / item / situation, and formulate an opinion and frame of
reference for oneʼs own purposes.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 34
68. Understanding User Goals
Objects (Nouns)
Analyst report
Rating
Insurer
Issuer Security
Rating Type
Country
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 35
69. Concept Maps
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 36
70. Modes
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 37
71. Understanding User Goals
Concrete Goal
“Root goal + [object]”
Review ratings
Review issuers
Review securities
Review reports
Review rating types
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 38
72. User Goals
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 39
74. Exercise: Interviews
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 41
75. Situation
Your company
• Helps people buy and sell property
• Rates the value of properties, and analyzes the property market for the whole world
• You offer these ratings and reports online
• Customers pay for access to the reports and ratings
• You will improve the on-line tools people use to find reports and ratings.
Audiences & Customers
• Buyers want to purchase properties
• Sellers want to sell their properties
• Brokers want to help buy and sell properties for clients
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 42
76. Interviewing
Get people to tell stories
Ask open questions: Who? How? When?
Active listening, not leading.
Reach for depth, context & richness.
Extend: And then? After that? What else?
Broaden: Similar to / like ____?
Examples: An example is _____?
Detail: Specifically ____?
Background: Why? Because...?
Negation: You donʼt ___? Why not?
Test: Never? Always? Everyone?
Doublecheck: You said _____. Is that right?
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 43
77. Interview!
Listen for repeated / similar tasks
Identify verbs
Identify nouns
Emotions = importance
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 44
78. Understanding User Goals
Concrete Goal
“Root goal + [object]”
Review ratings
Review issuers
Review securities
Review reports
Review rating types
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 45
79. Understanding Needs
What root goals did you hear?
What objects?
What concrete goals?
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 46
80. Findings
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81. User Feedback
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 48
82. Understanding Experiences
Why are people here?
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 49
83. Understanding Experiences
“To retrieve
information”
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 50
84. Understanding Experiences
What are they doing?
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 51
85. Understanding Experiences
“Retrieving
information”
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 52
86. User Goals
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 53
87. Break (5 min)
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 54
88. Understanding Experiences
How do they __?
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 55
89. Modes
cross-channel & cross-media
interaction centric
emerge from user behavior
group diverse activities
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 56
90. Modes
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 57
91. Modes
“…a broad but identifiable method,
mood, or manner that is not
tied
exclusively to a particular
form or genre.”
http://en.wikipedia.org/wiki/Mode_(literature)
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 58
92. Modes
4 Modes of Information Retrieval
Seeking & Finding
Visiting Stable Destinations
Monitoring
Taking Delivery
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 59
93. Modes
Seeking & Finding
The seeking mode focuses on traditional searching, but includes
other activities such as narrowing sets using cumulative
parameters, finding with/in faceted systems.
Seeking &
Finding
The key characteristic of seeking mode is that, users bring the
situations and contexts (like search results) they encounter into
existence by seeking them out.
When seeking, users encounter fluid destinations within the larger
information environment based on what they are looking for, and
how they are looking for it.
A classic example of seeking mode is a user who poses an ad-
hoc query via a search interface, and sorts through the list of
search results returned in response.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 60
94. Modes
Seeking & Finding
Finding could take the form of active searching by posing queries
to a search-style input experience.
Seeking &
Finding could also take the form of refining a list of potentially
Finding
useful items based on facets of the content.
Users may not know in advance what finding activities will yield.
Users may receive a set of search results that includes many
different types of items, from many different authors or content
sources that conceptually relate to what they began looking for
based on mappings of terms and concepts.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 61
95.
96.
97.
98.
99. Modes
Visiting Stable Destinations
When visiting stable destinations, users encounter stable places
within the information environment that exist regardless of the
user's activities.
Visiting Stable
Destinations
Destinations will offer users a set of things they know in advance
and expect to encounter. Persistence could be conceptual only,
reflected in navigation elements, or made part of the user
experience via any number of mechanisms.
All destinations have a focus of some kind, such as a topic, or
product, or event, and may be defined by the intersection of
several focuses, such as products or documents created by one
person that are related to a topic or event.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 66
100. Modes
Visiting Stable Destinations
Destinations could take the form of pages that assemble content,
research, ratings, and functionality either dynamically based on
business rules and profile information or manually selected by
Visiting Stable Client.com staff or the users.
Destinations
Destinations will likely change based on business rules and user
context, as well as changes in the items available within the
environment.
A good example of a stable destination is the Arts page of the
New York Time online; the articles and the art they concern
change constantly, yet users know what to expect when they
visit. The page is a visible part of the environment conceptually
(as a category) and in terms of navigation, and is easily
accessible directly from outside the environment.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 67
101.
102.
103. Modes
Monitoring
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 70
104. Modes
Monitoring
Monitoring effectively extends the user experience and
information retrieval capabilities beyond the boundaries of the
originating environment, and allows users to know in advance
what they will find or encounter when they enter the environment.
Monitoring
For example, a user may wish to monitor the publications
concerning an issue in their portfolio; while the contents of new
publications would vary, every notification they receive would
concern a known issue.
Monitoring requires messages or communication tokens,
commonly email, RSS, or SMS, but could take many other forms
as well.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 71
105.
106. Modes
Delivery
In this mode, users do not have to enter the environment at all to
retrieve information, enabling them to further goals without
increasing acquisition costs or effort.
Delivery
Delivery could take the form of packages of documents or other
content dispatched to users via numerous channels, such as
RSS, email, SMS, etc.
Receiving delivered items is the least active mode we defined for
users, allowing them to retrieve information without actively
seeking, visiting a destination, or monitoring the environment.
Good examples of delivered information are the iconic stock
ticker, RSS feeds for blog postings, and email publications.
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 73
107.
108. Modes
Monitoring Seeking
Fluidity
Visiting Stable
Delivery
Destinations
Activity
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 75
109. Other Modes
Environment: transactional, siloed
Creative
Social
Collaborative
Competitive
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 76
110. What is the experience?
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 77
111. Scenarios
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 78
113. Understanders and Decision Makers
Scenario: Evaluate New Issue
William C. | Credit Analyst
Customer evaluates new issue quickly
William, a Credit Analyst, William turns to Client.com, The destination lists initial The issue destination also
sees in his Bloomberg and searches for information ratings and research for the offers a list of peer issuers
console that a hospital he on the issue by entering the issue. (similar hospitals, or in the
watches has offered a new CUSIP. same region), as well as
issue. William also finds the most their senior un-secured
William is taken directly to recent publications on the ratings.
the destination for the new issuer and the industry the
issue. issuer belongs to, and a link A summary and extract of
F to the destination for the F F
Client most recent credit
S issuer. S opinion on the issue and S
issuer appears as well.
William reads the
summaries, considers the
ratings, and formulates an
opinion about the new issue
based on the collected
information Client.com
presented.
F
S
IR Modes Referenced
F Finding M Monitoring
S Stable Destination D Delivery
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 49 Joe Lamantia 80
114. Research and Ratings Originators
Scenario: Rate New Issuer
Rebecca M. | Client Analyst
Client Analyst understands new domain to rate a new issuer
Rebecca is a Banking Analyst Rebecca visits the Latin With an overview of the Rebecca visits the
for Client, focused on Latin American banking group activity in her field by other destination for the Japanese
American banks. She needs destination. She is offered analysts,Rebecca moves on parent.
to rate a new issuer - a links to destinations for new to the linked new issuer
Chilean bank whose parent issuers, all analysts tracking page, which collects all Here she reviews current
company is domiciled in Latin American banks, and recent publications ratings and the ratings
Japan. recent rating actions taken concerning the issuer, shows history for the parent, as
on issues in Latin American the latest rating available for well as a summary of the
Rating this issuer requires banking. the Japanese parent most recent credit outlook
Rebecca to understand S company, and links to the S and credit opinion Client has S
subjects outside her destination for the parent published about the parent.
expertise. company.
Rebecca has stronger She visits the destination for Rebecca contacts two of the
context, but would like to Latin America, which analysts, to discuss specific
speak with someone who identifies appropriate questions on economic
knows more about Latin analysts from the Sovereign factors in Latin America, and
American regional Group, and offers recently trends in Chile’s fiscal policy.
economics, and Chilean fiscal published research
policy. discussing major trends in With her more complete
econoimc development understanding, Rebecca is
across the region. confident she can rate the
S Chilean issuer properly. S
IR Modes Referenced
F Finding M Monitoring
S Stable Destination D Delivery
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 50 Joe Lamantia 81
115. Reference Users
Scenario: Researching Complex Topic
Peter N. | Corporate Librarian
Non-expert assembles research on complex topic
Peter, a Corporate Librarian, Peter logs on to Client.com. The returned results suggest The results list items for
must respond to a request This is a new topic he has that Peter would be Peter’s query, and the special
from an Analyst for the not researched before, so he interested in a special topic, topic Asian Financial Crisis.
research that Client has chooses to directly enter a “The Asian Financial Crisis”. He saves links to both topics.
published on the after effects query for “asian currency
of the Asian currency collapse effects” covering all The results also provide Peter can search again,
collapse. types of research. Peter suggestions for related automatically using the
special topics, such as special topics as a basis for
F “Korean Financial Market”, F F
the new query, applying
and links to destinations for S additional parameters to the S
all suggested special topics. combined query as needed.
Peter refines the query, Peter sorts the returned Peter includes the saved
using terms related to the results by date, and filters links to the special topic
request such as corporate out several types of destinations in his response
governance, and setting the publications he does not to the analyst’s request.
scope to specific countries need to satisfy the request,
the analyst is interested in, and chooses five pieces of Peter dispatches the
such as Korea and research to download at downloaded files to the
Singapore. once, in the format the analyst.
F analyst prefers. F
IR Modes Referenced
F Finding M Monitoring
S Stable Destination D Delivery
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 51 Joe Lamantia 82
116. Understanders and Decision Makers
Scenario: Monitor Portfolio (Activity / Research)
Anike W. | Portfolio Manager
Track research published across portfolio of issuers
Anike manages a portfolio of Anike regularly visits the Anike’s group destinations Anike needs to know
credit issues from a large destinations for her groups provide a list of recent rating immediately of any changes
number of issuers. She has to see what new research of actions for her issuers, in the outlook for one issuer
created several groups of interest to her is available. gather links to all new in the news for potential
issuers on Client.com to help research of chosen types on difficulties.
her monitor the changes in the issues, list industries
Client view of the issues and covered by the group, She creates an alert that will
issuers in her portfolios. indicate new research send her notice of an rating
published on the issuers, and action or new research
S S offer destinations for the S mentioning this issuer or S
M M regions where issues are M issue. M
domiciled.
Anike may need to change
the mix in her portfolio. Her
groups destination includes a
cross-reference link to
information on three issuers
in her group offered by the
Market Implied Ratings
product.
Anike’s firm may purchase S
MIR, so she follows the link. M
IR Modes Referenced
F Finding M Monitoring
S Stable Destination D Delivery
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 52 Joe Lamantia 83
117. Reference Users
Scenario: Customer Support
Margaret T. | Client Service Desk
Service desk assists customer
A frustrated customer calls Margaret locates the Annual She offers to explain three She explains where the list
the Client Service Desk to Default Report in the list of easy ways to obtain the appears at key locations
retrieve the Annual Default “Most Requested Items” study that are faster than throughout Client.com, such
Study, without checking calling. as the home page.
Client.com. Margaret asks what file
format the customer prefers. Margaret recommends using She tells the customer how
After many failed attempts in the “Most Requested Items” to directly download the
the past, the customer She emails the Annual list which gathers the most latest version of the ADR and
refuses to try finding things Default Study to the needed publications across other commonly needed
on Client.com… customer. S all business lines and S publications in a variety of S
document types. file formats.
Margaret also tells the She describes different The customer asks how to The customer thanks
customer how to bookmark delivery channels for the set this up. Margaret for making things
the destination page for the alerts, email, RSS, etc. easier to find without
Annual Default Study, where Margaret guides the mistakes, wasted time, or
the latest version is always The customer does not want customer through setting up making many phone calls.
available. to receive any additional a subscription to the Annual
alerts. Default Report by activating
She explains how the Margaret explains how the this feature (from the
customer can set an alert to customer can have the latest bookmarked destination
be notified when the Annual S version of the Annual Default page, or other locations).
Default study is updated. M Study automatically sent M
out. D D
IR Modes Referenced
F Finding M Monitoring
S Stable Destination D Delivery
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 53 Joe Lamantia 84
118. Understanders and Decision Makers
Scenario: Understand & Interpret Methodology
Simon L. | Ratings Advisor
Customer quickly locates methodology documents
Simon, a ratings advisor at Simon logs on to Client.com. Simon wants a longer term Simon quickly locates the
an investment bank, needs Simon is presented with view of Client methodologies methodology publications
to understand Client method recent and frequently for structured finance. He pertaining to asset backed
for rating asset backed requested publications in the navigates to the linked securities.
securities.. area of structured finance, destination for all
based on his role, profile, methodology publications, He selects several that meet
and interests. and focuses on the segment his needs, indicates that he
for structured finance. wants them added to a new
packet of documents for
S S later use. S
M M
Simon chooses to download On the methodologies page, Simon begins listening to the He follows the link to the
the methodology documents Simon sees a reference to a recorded, to see if he should destination page for the
immediately, as well as save recorded Client briefing on listen to the entire briefing analyst, to see if the analyst
the packet for later. emerging markets now, later, or at all. has written any interesting
methodologies. publications recently.
He reviews the packet, While listening, Simon
chooses the file format, and He reviews the summary of recognizes the name of a Simon stops and bookmarks
downloads the individual files the briefing. It includes a list Client analyst in the list of the recorded briefing for
all at the same time. of the other topics addressed participants. later, and begins to review
S in the call, as well as the S S the downloaded S
agenda and Client methodology documents.
participants.
IR Modes Referenced
F Finding M Monitoring
S Stable Destination D Delivery
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 54 Joe Lamantia 85
119. Using Scenarios
Challenges
• Making the scenarios comprehensive across
tasks and user types, given the large number of
user types in the User Needs Matrix
• Incorporating personas that illustrated differences
in how users might interact with the system
• Differences in the usersʼ end goals and job
requirements
• Client requested modifications very late in the
process
Findings
• Scenarios support an overall vision of customer
experience and solution
• Technical clients often to try to mold scenarios
into use cases
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 86
120. What is the offering?
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 87
121. IR Requirements
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 88
122. Narrative Continuity
Narrative Continuity
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 89
123. Narrative Continuity
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Narrative Continuity
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 89
124. Narrative Continuity
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Narrative Continuity
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 89
125. Narrative Continuity
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Narrative Continuity
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 89
126. Narrative Continuity
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Narrative Continuity
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 89
127. Narrative Continuity
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Narrative Continuity
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 89
128. Narrative Continuity
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Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 89
129. Patterns
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 90
130. Patterns
Repeated combinations of the modes
Longer-term perspective on behavior
Clarify experience value
Identify strategic opportunity
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 91
131. Desire path
From Wikipedia, the free encyclopedia
A desire path (or desire line) is a path developed by erosion caused by animal
or human footfall. The path usually represents the shortest or most easily
navigated route between an origin and destination. The width and amount of
erosion of the line represents the amount of demand.
The term was coined by Gaston Bachelard in his book The Poetics of Space.[1]
Desire paths can usually be found as shortcuts where constructed pathways take
a circuitous route.
http://en.wikipedia.org/wiki/Desire_path
132. Desire path
From Wikipedia, the free encyclopedia
A desire path (or desire line) is a path developed by erosion caused by animal
or human footfall. The path usually represents the shortest or most easily
navigated route between an origin and destination. The width and amount of
erosion of the line represents the amount of demand.
The term was coined by Gaston Bachelard in his book The Poetics of Space.[1]
Desire paths can usually be found as shortcuts where constructed pathways take
a circuitous route.
http://en.wikipedia.org/wiki/Desire_path
133. Information Retrieval Patterns
Seeker
The Seeker is looking for something.
Once found, the Seeker goes elsewhere to accomplish other goals.
Visiting Stable
Seeking
Destinations
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 93
134. Example
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 94
135. Information Retrieval Patterns
Regular Customer
The Regular Customer visits the same destination(s) consistently for the same
reasons. Then the Regular Customer realizes they can save the time and effort of
visiting, and switches modes to have the things they need delivered directly to them.
Visiting Stable
Delivery
Destinations
Designing the Experience of Information Retrieval : Janus Boye Conference 2009 Joe Lamantia 95
This client is integrating a series of siloed products that provide a substantial body of qualitative research and quantitative analytics tools into an single services delivery platform relying on a common user experience framework and technology architecture. The eventual user experience must meet the needs of a diverse population of customers and internal users, working in the complex financial services domain.
We will trace the co-evolution of the information architecture and taxonomy efforts, beginning with identifying business drivers and establishing a vision, and progressing to the most recent design iterations.
Photo from http://www.flickr.com/photos/barvault/605379975/
It is a general method. It is the systematic generation of theory from systematic research.  It is a set of rigorous research procedures leading to the emergence of conceptual categories.  These concepts/categories are related to each other as a theoretical explanation of the action(s) that continually resolves the main concern of the participants in a substantive area.
The Discovery of Grounded Theory is a 1967 book (ISBN 0-202-30260-1) by Barney Glaser and Anselm Strauss on grounded theory.
After their success with Awareness of Dying, Glaser and Strauss decided to write a book on methodology. The Discovery of Grounded Theory was meant to invite and motivate people to use the newly developed methodology. Unlike later works, it does not provide much advice on how to put the theory into practice.
The authors had several goals in mind when writing the book:
Legitimize qualitative research. Having a reference book by established authors helped students defend qualitative studies which were not widely accepted at the time.
Criticize functionalists like Talcott Parsons and his student Robert K. Merton who in turn had been a teacher of Barney Glaser.
Demonstrate the possibility of building theories from data, something that many qualitative researchers doubt to this day, instead choosing to stick with mere ethnographic descriptions.
http://en.wikipedia.org/wiki/The_Discovery_of_Grounded_Theory
Hypothesis testing versus emergence
What most differentiates grounded theory from much other research is that it is explicitly emergent.  It does not test a hypothesis.  It sets out to find what theory accounts for the research situation as it is.  In this respect it is like action research: the aim is to understand the research situation.  The aim, as Glaser in particular states it, is to discover the theory implicit in the data.
This distinction between "emergence and forcing", as Glaser frames it, is fundamental to understanding the methodology.  Most of you, whatever your discipline, will have been exposed more to hypothesis-testing research than to emergent research.  The research processes you have learned and the thesis structures you have internalised are those of hypothesis testing, not of emergence.  Doing grounded theory well is partly a matter of unlearning some of what you have been taught or have acquired through your reading.
If you judge grounded theory by the criteria you have learned to use for hypothesis testing research you will likely misjudge it, perhaps badly.  In particular, the place of literature is quite different.  So is the way in which both methodology and theory develop gradually as data and interpretations accumulate.
In particular, judgments about the rigour of research are often based on narrow criteria: criteria which make sense only for the methodology for which they were developed.  Grounded theory has its own sources of rigour.  It is responsive to the situation in which the research is done.  There is a continuing search for evidence which disconfirms the emerging theory.  It is driven by the data in such a way that the final shape of the theory is likely to provide a good fit to the situation.
In fact, Glaser suggests two main criteria for judging the adequacy of the emerging theory: that it fits the situation;  and that it works -- that it helps the people in the situation to make sense of their experience and to manage the situation better.
Elsewhere, I’ve offered similar arguments in favour of action research.  In particular, I draw your attention to my 1999 paper to the AQR conference, and the recent paper on data driven research.
Now, the elements in more detail ... 
http://www.scu.edu.au/schools/gcm/ar/arp/grounded.html#a_gt_hypoth
Results on a single financial statement.
Emphasize analyst role as interpreter of reseacr, not person who finds things and creates profiles (tasks for customer support).
Emphasize capabilities for person centered finding.
Results on a single financial statement.
Emphasize analyst role as interpreter of reseacr, not person who finds things and creates profiles (tasks for customer support).
Emphasize capabilities for person centered finding.
Results on a single financial statement.
Emphasize analyst role as interpreter of reseacr, not person who finds things and creates profiles (tasks for customer support).
Emphasize capabilities for person centered finding.
Results on a single financial statement.
Emphasize analyst role as interpreter of reseacr, not person who finds things and creates profiles (tasks for customer support).
Emphasize capabilities for person centered finding.
Results on a single financial statement.
Emphasize analyst role as interpreter of reseacr, not person who finds things and creates profiles (tasks for customer support).
Emphasize capabilities for person centered finding.
Results on a single financial statement.
Emphasize analyst role as interpreter of reseacr, not person who finds things and creates profiles (tasks for customer support).
Emphasize capabilities for person centered finding.
What is a wave?
A wave is equal parts conversation and document. People can communicate and work together with richly formatted text, photos, videos, maps, and more.
A wave is shared. Any participant can reply anywhere in the message, edit the content and add participants at any point in the process. Then playback lets anyone rewind the wave to see who said what and when.
A wave is live. With live transmission as you type, participants on a wave can have faster conversations, see edits and interact with extensions in real-time.
http://www.flickr.com/photos/marketingfacts/3575434336/