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A CASE FOR
USER EXPERIENCE
IN THE ENTERPRISE
THE SITUATION1
Too many…
◦Sites
◦Newsletters
◦Apps
…to do my job
THE SITUATION
Information cannot
be accessed readily
in predictable ways.
Constituents desire
engagement.
Tech and too many
tool create gaps and
barriers.
THE DESIRED OUTCOME2
DESIRED OUTCOME:
One “door” to access
all information
Lower the barrier to
entry for
constituents to
retrieve information
“…culture really does
drive everything.”
SOME TECHNOLOGY EFFORTS
REQUIRE TRANSFORMATIONAL
CHANGE
New mindsets and behaviors.
Leaders and workers must shift their worldviews
WIIFM v. WIIFU: What’s in its for “us”
THE RESPONSE3
MISSION
Facilitate communication connections in
the simplest and non-disruptive ways.
“The What
Gain
Agreement
on
“The What”
VISIONWhat The only information model that
How iteratively measures effectiveness
Who for constituents
Where globally
Why to learn process patterns at a time
When when customer circumstance
keeps shifting
Vision
before
Strategy
Crawl - Walk - Run - Fly
centralize newsletter
subscriptions + 
distribution schedule 
establish CRM
analyze contact 
data
revamp 
communications 
approach
identify the 
mission of each 
website
create asset 
directory
establish 
governance
1. Pool data from 
every corner
2. Surface insights 
from data
3. Shape the future
Users
1 2
3
5. Website Unification
4
launch
technology 
discovery and 
planning
Information 
architecture 
planning
STRATEGY
THE RESPONSE FROM TECHNOLOGY4
The Traditional Approach: Transitional Change
Launch Tool Tweak Tool
Re-Launch
-or-
New Tool
User
Discovery
Stop
Launching
Demote the Technology; Solve Real Problems:
Developmental Change
Launch ToolDiscovery
Solve
Constituents Problems
Start
Listening
to the Market
THE RESPONSE FROM MANAGEMENT5
THE RESPONSE FROM MANAGEMENT
◦ First: Initiative is addressed as
a corporate priority
◦ Second: Endorsement of a
governance group
◦ Last: Initiative is driven by
Executives; Initiative is not
technology driven
Promotion6
Yes! Enterprise Products have Promotion Plans
“
The existing culture significantly
influences what people consider
permissible and appropriate.
Why Promotions?
Different
Learning Styles
Some adults learn by
reading, others visually,
while others learn audibly.
Varying Interests
drive Engagement
Identifying distinct personas is
key to determining targeted
messenging.
Word of Mouth >
Top Down
Engagement requires a
person to embrace a change
as their own – having
ownership.
An Ongoing
Promotions Plan
It takes a person 5 – 7x to
hear a message before
hearing the message.
Quarterly reminder
campaigns post-launch
reinforce the desired
change.
Peer Pressure
Sharing success stories from
others who have embraced
the change, models the
desired behavior.
Transparency
Share the good and the bad.
Acknowledging plans to
solve ‘the bad’ builds trust.
Thanks!
ANY QUESTIONS?
You can find me at
rachellesargent@gmail.com
Twitter @RachelleByarsS
LinkedIn linkedin.com/m/rachellebyarss

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Making the Case for User Experience within the Enterprise

  • 1. A CASE FOR USER EXPERIENCE IN THE ENTERPRISE
  • 4. THE SITUATION Information cannot be accessed readily in predictable ways. Constituents desire engagement. Tech and too many tool create gaps and barriers.
  • 6. DESIRED OUTCOME: One “door” to access all information Lower the barrier to entry for constituents to retrieve information
  • 8. SOME TECHNOLOGY EFFORTS REQUIRE TRANSFORMATIONAL CHANGE New mindsets and behaviors. Leaders and workers must shift their worldviews WIIFM v. WIIFU: What’s in its for “us”
  • 10. MISSION Facilitate communication connections in the simplest and non-disruptive ways. “The What Gain Agreement on “The What”
  • 11. VISIONWhat The only information model that How iteratively measures effectiveness Who for constituents Where globally Why to learn process patterns at a time When when customer circumstance keeps shifting Vision before Strategy
  • 12. Crawl - Walk - Run - Fly centralize newsletter subscriptions +  distribution schedule  establish CRM analyze contact  data revamp  communications  approach identify the  mission of each  website create asset  directory establish  governance 1. Pool data from  every corner 2. Surface insights  from data 3. Shape the future Users 1 2 3 5. Website Unification 4 launch technology  discovery and  planning Information  architecture  planning STRATEGY
  • 13. THE RESPONSE FROM TECHNOLOGY4
  • 14. The Traditional Approach: Transitional Change Launch Tool Tweak Tool Re-Launch -or- New Tool User Discovery Stop Launching
  • 15. Demote the Technology; Solve Real Problems: Developmental Change Launch ToolDiscovery Solve Constituents Problems Start Listening to the Market
  • 16. THE RESPONSE FROM MANAGEMENT5
  • 17. THE RESPONSE FROM MANAGEMENT ◦ First: Initiative is addressed as a corporate priority ◦ Second: Endorsement of a governance group ◦ Last: Initiative is driven by Executives; Initiative is not technology driven
  • 18. Promotion6 Yes! Enterprise Products have Promotion Plans
  • 19. “ The existing culture significantly influences what people consider permissible and appropriate.
  • 20. Why Promotions? Different Learning Styles Some adults learn by reading, others visually, while others learn audibly. Varying Interests drive Engagement Identifying distinct personas is key to determining targeted messenging. Word of Mouth > Top Down Engagement requires a person to embrace a change as their own – having ownership. An Ongoing Promotions Plan It takes a person 5 – 7x to hear a message before hearing the message. Quarterly reminder campaigns post-launch reinforce the desired change. Peer Pressure Sharing success stories from others who have embraced the change, models the desired behavior. Transparency Share the good and the bad. Acknowledging plans to solve ‘the bad’ builds trust.
  • 21. Thanks! ANY QUESTIONS? You can find me at rachellesargent@gmail.com Twitter @RachelleByarsS LinkedIn linkedin.com/m/rachellebyarss