This session targets GFW’s private sector partners and those working with the private sector. The discussion will focus on the 2017 work plan for GFW Commodities and Finance, seeking input from partners to clarify major milestones, roles, and expectations for the initiative.

1. GFW PARTNERSHIP MEETING
WASHINGTON, DC | FEBRUARY 8TH & 9TH
PHOTO: CIFOR #GFWPartners17

2. #GFWPartners17Presenters: Luiz Amaral, Jane Lloyd and Christo Allegra
PARALLEL DISCUSSIONS 2:
PRIVATE SECTOR

3. 3
Global Forest Watch Partners Meeting
New Product Introduction

5. DATA
RESEARCH AND
METHODS
THOUGHT
LEADERSHIPPRODUCTS
THE NEW SYSTEM

6. Public website
New management system
Public info Privately held info
GFW
GFW
A A A
A
B
A
C
X

7. SPRINTS:
Delivery in the next
6-10 months

8. EXPLORE THE MARATHON:
Definition of success?

9. REMEMBER:
innovation happens outside the box

10. MEETINGUSERSWHERETHEYARE
Description of
the need
Design
Achievement /
impact
Our goal
How will it be
perceived?
Adapted from http://www.tobiasclarsson.com/courses/masters-and-bachelors-courses/theory-and-methodology-for-engineering-product-development-7-5-ects/

11. Project management overview (10min)
- Process of development, follow up from Fall Meeting, how are we tackling issues
raised, progress so far, timeline, how to contribute
Product development (10 min)
- Product development strategy, product development creation process.
Q&A (15 min)
Exercise: defining the new product values (20 min)
Exercise: defining a vision of success (30 min)
Wrap up

12. Project update

13. Presentation Outline
Product concept recap
Product approach
Product update
User engagement
High level user requirements
Design process
Strategy & concept progress
Next steps and how to participate
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5

14. 16

15. Progress to date
Finance App
Design
New Platform Design
Commodities App
Re-envisioning
Q2
2016
Q3 Q4 Q1
2017
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Finance company user engagement
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Asset Managers
Terra Alpha
International Banks
Morgan Stanley
UBS
Citibank
Multi-lateral banks
IIC-IDB Group
Local Banks
Rabo Bank – Brazil
Santander – Brazil
Banco Continental – Paraguay
Sudameris – Paraguay
BBVA - Paraguay
ESG Research and Instrument Firm
Calvert Investments
22 interview sessions
2 * 1.5 hours each
20 interviewees
11 different firms

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Finance company user engagement
Consumer Goods Manufacturers
Mars
Mondelez
Unilever
Consultants
ProForest
Traders
Cargill
Bunge
Producers (Processor, Trader)
Olam
Retailers
Walmart
11 interview sessions
1 hour each
21 interviewees
8 different firms
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New user requirements
Efficiency
Flexibility
Secure
Prioritization
Directionality
Collaboration
Standardization
Centralization
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19. How we design

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Experience foundation
Information* + Behavior
Tasks
Actions
Interactions
Outcomes
Goals
Feedback
Processes
= Workflow
*Distilled to the appropriately observable
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Experience design process
Strategy Concept Design
Research is fundamental to the design process.
While design research may encompass less
rational analyses, great design systems are built on
rules for rationale.
Out of this research, strategy emerges and is
codified to create primary tenets against which
design process outcomes and deliverables are
evaluated.
As statistical models are relied on for decision
making and design patterns are reused for
standardization, unifying concepts and idea driven
creative increases in value for information
products.
Strong concepts and ideas are what create great
product experiences. They provide a method to
determine coherence and enable metaphors for
adoption and comprehension.
Ideas are cheap and opportunities to implement
are rare, design improves the odds of success.
Design is an iterative process from initial sketch to
finished product that distills strategy through
concept into the actual product. Design
communicates ideas through information
architecture, content and visual representations.
Design is a verb.
Needs analysis
Brand review
Competitive analysis
Data review
Stakeholder interviews
User interviews
Concept sketches
Impression prototypes
Concept direction
Interaction models
Wireframes
Workflows
Visual designs
Style guides
Interactive prototypes
Screencasts
Pre-production review
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Strategy – Mapping experience
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Strategy – Interaction modes
Learn Structure the sequence of analysis creation
with steps that explain the process.
Create a workflow focused on teaching
users on location entry and mapping to
geographical locations.
Provide access to explainer modules that
support the interaction flow and connect to
video tutorial.
Analyze Present relevant data elements in multiple
presentation formats including
micrographics that enable users to drill into
the specific values and review change over
time and location.
Summarize top-level indicators in analysis
displays but provide deep linking to the
granular data within sortable tabular formats
that can be exported to Excel.
Open data queries to offer advanced
functionality for custom parameters that
enable analysts and managers to view the
data in a personalized format.
Monitor Aggregate indicators into dashboards that
surface the relevant trends and highlight
changes against models.
Integrate alerting and threshold settings into
the information display for contextual
adjustments.
Visualize dynamic and dimensional
information into focused standalone
presentations that offer the opportunity to
watch real-time trends with minimum
manipulation.
Communicate Offer diverse distribution and presentation
formats to map to the variety of methods
required in institutional workflows.
Enable collaborative sharing of research
and analysis in the platform to encourage a
team-based approach for research.
Connect professionals back to their primary
applications (e-mail, mobile, portals,
terminals) for increased engagement.
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Strategy –Mapping interaction
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Strategy –Mapping the application
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Concept – User journeys
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Concept – Data analysis
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Concept – Wireframes
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Concept – Key experience indicators
Organizational Adoption
Are people using it?
Are they able to get over the learning curve?
Does it work for a variety of roles up to executive level?
Information Capture
Are users able to enter information painlessly?
Is information reusable in multiple contexts?
Can the information be aggregated in useful ways?
Risk Intelligence
Can risk be analyzed on a project level against policy?
Are risk indicators integrated into other applications?
Is risk intelligence included at the product level?
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30. Next steps

31. World Resources Institute 2016
The timetable
Design Develop Launch
December March September
Activities
Needs Analysis
Brand Review
User interviews
Workflow design
User journeys
Information
architecture
Data analysis
Visual
design
Interaction
design
Project team
kick-off
Vendor contract
Design briefing
Requirements
established
Project planning
Communication
and governance
established
Security
requirements
User
authentication
Homepage
Profile pages
Front end
webpages
User testing
Security testing
Backend
analytics
Important data
& existing code
Visualize new
data layer
New analytical
modules
User testing
Stress testing
Penetration
testing
User Acceptance
testing
Smoke testing
User guides
Training video
Webinar
training session
Onboarding
of users
Communications
User survey
Deliverables
Design Tenets
Interaction Model
Experience Brief
Preliminary Visual
Direction
Implementation
Guide
Personas
Storyboards
User Journeys
Key Wireframes
Information
Architecture
Visualization
(App & Report)
Primary
Workflows
Style guide
Requirements
documentation
Project plan
Governance and
communication
plan
Securing API
Servers and
versioning
controls
Front end to
specification
Authentication
models
User test scripts
Automated user
test results
User test scripts
Automated user
test results
Security testing
results
Load testing
results
UAT scripts and
reviews
All bug fixes
Smoke testing
confirmation
Push to
production
Hosting and
maintenance
implemented
Press releases
Blogs
Training sessions
Public event
Customer support
established
Support logs
Ongoing hosting
and maintenance
& customer
support
User survey
and result
publication
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32. Your participation
February – May 2017
Summer 2017
Intermittently
User feedback and security requirements
User Acceptance Testing
Updates
Contact: commodities@globalforestwatch.org / finance@globalforestwatch.org
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33. Discussion

34. Thank you.

35. Branding Product Story