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UX Roles and Deliverables
Please Define:
Specialties
Within User
Experience
Design
.
Visual
Design
Front-End
Developer
Back-End
Developer
Research/
Strategy
‘Genius’ Design Technology Focused
Graphic
(Software)
Developer
Business/Sales
Interaction
Design
Informatio
n Design
Visual
Design
Front-End
Developer
Back-End
Developer
Research/
Strategy
User/Human Focused Technology Focused
Graphic User Interface Designer (Dev)
(Software)
Developer
User Experience Designer
Understanding the SYSTEM
Interaction
Design
Informatio
n Design
Visual
Design
Front-End
Developer
Back-End
Developer
Research/
Strategy
@ SKYE_SANT
SYSTEM
UX Strategy
UX Architect
UX Manager
Planning for successful customer experiences
with a special focus on business relevance.
For example:
MVP, market fit, roadmap,
scope, communication/
change management
plans.
UX Roles and Deliverables
2014 Road Map
Q1 2014
ThinkTank 5.4
Target : April 4
High Level Scope
• Foundation :
stability and
scalability
• ThinkFlows :
Home Screen
• Learning Layer :
Rich Instructions,
Revamped Help and
Inline Tips
• Steps : Simple
Steps and
Instructions
• Mobile : Smart
Phone Alpha
Release
Q4 2014
ThinkTank 5.7
Target : December
High Level Scope
• Foundation :
stability, scalability
• Integration :
Single Sign On
• Learning Layer :
Onboarding Tutorial
• Mobile :
Summarized
Reporting
• Additional Work
TBD
Q3 2014
ThinkTank 5.6
Target : September
High Level Scope
• Foundation :
stability, scalability
• Steps : Automated
Data Flow and
Snapshots
• Integration : LDAP
• Mobile : Complete
Thinker
functionality
• Mobile :
Subscriptions
• Additional Work
TBD
Q2 2014
ThinkTank 5.5
Target : June
High Level Scope
• Foundation : Role
based security &
permissions,
stability
• ThinkFlow :
Packaged Delivery
• Learning Layer :
Limits and Error
Message Rewrite
• Leader Controls
• Universal Tagging
• Mobile : Production
Smartphone release
• Additional Work
TBD
@ SKYE_SANT
SYSTEM
Information Architect
Focuses on identifying & organizing information
within a system in a purposeful & meaningful way
that helps identify relationships between pieces of
content and facilitate the finding of information.
For example:
Taxonomies, wayfinding
models, sitemaps
experience grids, mind
maps.
UX Roles and DeliverablesManage Content
Manage
Duplicate
Delete
Replace
Group
Permissions
Tag/categorize
? Notifications
Expirations
? Workflows?
Local
sync/mirror from
cloud to local
drive
Store
Store Files
Upload
doc
PPT
Storyline
Captivate
*...Other formats
Batch upload
<-- come from
Create (Author)
? Versioning
Placed where?
(where is the file placed)
From Where?
(locate the source files)
Info (about the file)
history
? notes, rating
tag/categorize
Preview (thumbnail)
Store Assets
Upload
doc
PPT
*...Other formats
Access files
*...internal, external,
drives, repository etc
batch upload
<-- come from
Create (Author)
? Versioning
Placed where?
(where are these assets used)
Info (about the asset)
history
? notes, rating
tag/categorize
Preview (thumbnail)
Data
List Contents
('What's here in this _____
(folder, course etc)?')
See visually (in the UI)
Print a report
Export to Excel
--> proceed to
Analytics
*...data about assets/
files/ what people did
to them
--> proceed to
Analytics
Relationships
*... courses, files,
versions (via
Caleb)
old/new versions
Retrieve
Find
Filter
Sort
Tag/categorize
Search via search box
*...ways to search
i.e. properties, creator etc
--> proceed to
Edit
GENERAL NEEDS:
Fast processing
everything is in context
Can take & store data
from any source
User Research: Understanding the USERS
Interaction
Design
Informatio
n Design
Visual
Design
Front-End
Developer
Back-End
Developer
Research/
Strategy
@ SKYE_SANT
USERS
User Researcher
Ethnographer
Understanding, through observation or testing, the
experience of those who use a system.
For example:
Ethnography, interviews,
psychological insights,
recommendations for
changes
UX Roles and Deliverables
@ SKYE_SANT
USERS
Usability Professional
Metrics Analyst
(Data Scientist)
Evaluates the quality of a user’s experience when
interacting with a product or system.
For example:
Quantitative metrics,
evaluations of use,
surveys, statistics
UX Roles and Deliverables
Designing a usable INTERFACE
Interaction
Design
Informatio
n Design
Visual
Design
Front-End
Developer
Back-End
Developer
Research/
Strategy
@ SKYE_SANT
INTERFACE
Visual Designer
Graphics Designer
Web Designer
Designing the aesthetically pleasing visual
qualities of a system.
For example:
Color, positioning, and
white space of the
interface, branding
concerns, aesthetics
UX Roles and Deliverables
@ SKYE_SANT
INTERFACE
Interaction Designer
Web Designer
(Front End Designer)
Uses information about user goals and behaviour to
design processes, functions and consistent and
predictable interface layouts that help users interact
with the system and achieve their goals.
For example:
Patterns of interactions
(HIG), templates, motion
design, responsive design
UX Roles and Deliverables
Interaction
Design
Informatio
n Design
Visual
Design
Front-End
Developer
Back-End
Developer
Research/
Strategy
Interface SUPPORT
@ SKYE_SANT
SUPPORT
Content Strategy
Instructional Design
Curriculum
Developer
Planning for and writing content, help systems,
training, onboarding, pattern/image libraries, style
guides and governance.
For example:
Technical writing, quickstart
guides, help messages,
communication guides,
how-tos
UX Roles and Deliverables
READINESS PRODUCE GATHER REVIEW RELEASE
Requirements and Feature Sprint A1 Feature Sprint A2 Feature SprintA3 Release Sprint A Beta A General
Start/ Review: Visual comps, graphic components, activity template, UI, Activity (Marketing, release communication)
visuals, content additions (requirements, communicate, track (regression Beta feedback/ (communicate, get
Requirements, Iterative dev, testing, documentation important fixes (testing, package (support,
(produce training (Update training materials (GS) (screenshots (Communicate(GS))
Matt Vision Matt templates Matt 1A Matt Matt Matt UI A
Research Wireframes Wireframes: Wireframes: Wireframes: (Add Quality of interface A Collect Feedback Prioritize
(New Use Use Use FINAL
Priorities/ QA Use Use Use QA Bugs into Get
Content Strategy A: Activity activity templates for A Help docs, PDFs for A Documentation A FINAL Document
microcopy Error msg A microcopy microcopy microcopy Videos A
Get Screenshots
April May June July August September
2013
19 22 26 29 03 06 10 13 17 20 24 27 31 03 07 10 14 17 21 24 28 01 05 08 12 15 19 22 26 29 02 05 09 12 16 19 23 26 30 02 06 09 13 16
project: ....
client: ....
date: ....
projectnumber ....
RELEASE
Stage
Activity
week
Company Priorities
Creative Srvs priorities
Items DUE from UX
Project Mngmt priorities
items DUE from UX
Dev priorities
Items DUE from UX
GS and Training prioriti...
Items DUE from UX
Matt Feedback
UX PRIORITIES A
UX priorities A (con't)
ItemsNEEDED
CONTENT PRIORITIES A
Content priorities A (c...
ItemsNEEDED
Activity
SPONSORS:
@GA
(https://generalassemb.ly/)
@ArtisanTalent
(https://artisantalent.com/)
“Please Define: User Experience
Design”
Moderator:
Skye Sant (Head of Platform & Product Design)
Panelists:
• Shawn Jenkins (UX/UI Designer)
• Andrew Cohen (Head of Design)
• Erica Birkman Ellis (Research, Strategy, UX
Design)
• Maddie Boatwright (Product Designer,
Strategist)

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Please Define: Roles in User Experience Design

  • 1. @ UX Roles and Deliverables Please Define: Specialties Within User Experience Design .
  • 3. Interaction Design Informatio n Design Visual Design Front-End Developer Back-End Developer Research/ Strategy User/Human Focused Technology Focused Graphic User Interface Designer (Dev) (Software) Developer User Experience Designer
  • 4. Understanding the SYSTEM Interaction Design Informatio n Design Visual Design Front-End Developer Back-End Developer Research/ Strategy
  • 5. @ SKYE_SANT SYSTEM UX Strategy UX Architect UX Manager Planning for successful customer experiences with a special focus on business relevance. For example: MVP, market fit, roadmap, scope, communication/ change management plans. UX Roles and Deliverables 2014 Road Map Q1 2014 ThinkTank 5.4 Target : April 4 High Level Scope • Foundation : stability and scalability • ThinkFlows : Home Screen • Learning Layer : Rich Instructions, Revamped Help and Inline Tips • Steps : Simple Steps and Instructions • Mobile : Smart Phone Alpha Release Q4 2014 ThinkTank 5.7 Target : December High Level Scope • Foundation : stability, scalability • Integration : Single Sign On • Learning Layer : Onboarding Tutorial • Mobile : Summarized Reporting • Additional Work TBD Q3 2014 ThinkTank 5.6 Target : September High Level Scope • Foundation : stability, scalability • Steps : Automated Data Flow and Snapshots • Integration : LDAP • Mobile : Complete Thinker functionality • Mobile : Subscriptions • Additional Work TBD Q2 2014 ThinkTank 5.5 Target : June High Level Scope • Foundation : Role based security & permissions, stability • ThinkFlow : Packaged Delivery • Learning Layer : Limits and Error Message Rewrite • Leader Controls • Universal Tagging • Mobile : Production Smartphone release • Additional Work TBD
  • 6. @ SKYE_SANT SYSTEM Information Architect Focuses on identifying & organizing information within a system in a purposeful & meaningful way that helps identify relationships between pieces of content and facilitate the finding of information. For example: Taxonomies, wayfinding models, sitemaps experience grids, mind maps. UX Roles and DeliverablesManage Content Manage Duplicate Delete Replace Group Permissions Tag/categorize ? Notifications Expirations ? Workflows? Local sync/mirror from cloud to local drive Store Store Files Upload doc PPT Storyline Captivate *...Other formats Batch upload <-- come from Create (Author) ? Versioning Placed where? (where is the file placed) From Where? (locate the source files) Info (about the file) history ? notes, rating tag/categorize Preview (thumbnail) Store Assets Upload doc PPT *...Other formats Access files *...internal, external, drives, repository etc batch upload <-- come from Create (Author) ? Versioning Placed where? (where are these assets used) Info (about the asset) history ? notes, rating tag/categorize Preview (thumbnail) Data List Contents ('What's here in this _____ (folder, course etc)?') See visually (in the UI) Print a report Export to Excel --> proceed to Analytics *...data about assets/ files/ what people did to them --> proceed to Analytics Relationships *... courses, files, versions (via Caleb) old/new versions Retrieve Find Filter Sort Tag/categorize Search via search box *...ways to search i.e. properties, creator etc --> proceed to Edit GENERAL NEEDS: Fast processing everything is in context Can take & store data from any source
  • 7. User Research: Understanding the USERS Interaction Design Informatio n Design Visual Design Front-End Developer Back-End Developer Research/ Strategy
  • 8. @ SKYE_SANT USERS User Researcher Ethnographer Understanding, through observation or testing, the experience of those who use a system. For example: Ethnography, interviews, psychological insights, recommendations for changes UX Roles and Deliverables
  • 9. @ SKYE_SANT USERS Usability Professional Metrics Analyst (Data Scientist) Evaluates the quality of a user’s experience when interacting with a product or system. For example: Quantitative metrics, evaluations of use, surveys, statistics UX Roles and Deliverables
  • 10. Designing a usable INTERFACE Interaction Design Informatio n Design Visual Design Front-End Developer Back-End Developer Research/ Strategy
  • 11. @ SKYE_SANT INTERFACE Visual Designer Graphics Designer Web Designer Designing the aesthetically pleasing visual qualities of a system. For example: Color, positioning, and white space of the interface, branding concerns, aesthetics UX Roles and Deliverables
  • 12. @ SKYE_SANT INTERFACE Interaction Designer Web Designer (Front End Designer) Uses information about user goals and behaviour to design processes, functions and consistent and predictable interface layouts that help users interact with the system and achieve their goals. For example: Patterns of interactions (HIG), templates, motion design, responsive design UX Roles and Deliverables
  • 14. @ SKYE_SANT SUPPORT Content Strategy Instructional Design Curriculum Developer Planning for and writing content, help systems, training, onboarding, pattern/image libraries, style guides and governance. For example: Technical writing, quickstart guides, help messages, communication guides, how-tos UX Roles and Deliverables READINESS PRODUCE GATHER REVIEW RELEASE Requirements and Feature Sprint A1 Feature Sprint A2 Feature SprintA3 Release Sprint A Beta A General Start/ Review: Visual comps, graphic components, activity template, UI, Activity (Marketing, release communication) visuals, content additions (requirements, communicate, track (regression Beta feedback/ (communicate, get Requirements, Iterative dev, testing, documentation important fixes (testing, package (support, (produce training (Update training materials (GS) (screenshots (Communicate(GS)) Matt Vision Matt templates Matt 1A Matt Matt Matt UI A Research Wireframes Wireframes: Wireframes: Wireframes: (Add Quality of interface A Collect Feedback Prioritize (New Use Use Use FINAL Priorities/ QA Use Use Use QA Bugs into Get Content Strategy A: Activity activity templates for A Help docs, PDFs for A Documentation A FINAL Document microcopy Error msg A microcopy microcopy microcopy Videos A Get Screenshots April May June July August September 2013 19 22 26 29 03 06 10 13 17 20 24 27 31 03 07 10 14 17 21 24 28 01 05 08 12 15 19 22 26 29 02 05 09 12 16 19 23 26 30 02 06 09 13 16 project: .... client: .... date: .... projectnumber .... RELEASE Stage Activity week Company Priorities Creative Srvs priorities Items DUE from UX Project Mngmt priorities items DUE from UX Dev priorities Items DUE from UX GS and Training prioriti... Items DUE from UX Matt Feedback UX PRIORITIES A UX priorities A (con't) ItemsNEEDED CONTENT PRIORITIES A Content priorities A (c... ItemsNEEDED Activity
  • 15. SPONSORS: @GA (https://generalassemb.ly/) @ArtisanTalent (https://artisantalent.com/) “Please Define: User Experience Design” Moderator: Skye Sant (Head of Platform & Product Design) Panelists: • Shawn Jenkins (UX/UI Designer) • Andrew Cohen (Head of Design) • Erica Birkman Ellis (Research, Strategy, UX Design) • Maddie Boatwright (Product Designer, Strategist)

Editor's Notes

  1. Talking about: Quick summary of the history of software/web development – ie Why UX/ What does UX do? Generally, roles filled by UX Overview of some deliverables MAY talk about: Different industries’ needs UX role overlaps (who – what title on LinkedIn - is likely to do what combination of things?) NOT talking about: The UX/ user centered design process itself The deep philosophy of User Experience design The ROI of UX design Skills it takes to do these jobs Salary/experience requirements Career progression through roles Exhaustive list of deliverables for each role/stage of development
  2. Past
  3. Present Main differences: UX designers make decisions based on direct interviews, data points, familiar/proven patterns etc – not their own opinions. Protip: if you ask “Where should this button be, and what should be the text on it?” Visual designer: answer based on personal preference UX designer will ask: For who? On what device? What do they call it, when they take this action?
  4. The world is changing fast
  5. *Is mindful of the whole user experience and ecosystem (system design). Responsible for market research. Prioritizes features and reconciles legacy, performance and usability trade-offs. Communicates across business areas, project roles, stakeholders and users. Manages the element and component library Oversees governance models
  6. *Makes sure that the information structure makes sense from a user’s perspective Organizes the content into meaning taxonomies, groups, hierarchies, and navigation: right way, right place, right time. Responsible for designing the navigation system, producing the sitemap, defining naming conventions, and informing wireframing from an information organization point-of-view.
  7. UX Research
  8. *Responsible for implementing various research methodologies to help gain understanding of user needs and behaviours. Performs the testing, Analyses reports results makes recommendations.
  9. *Tests, analyses and reports results, and makes recommendations to improve effectiveness, efficiency, and overall satisfaction of the user. Optimize the usage of and performance related to the product Pays special attention to Validity (does this test what we mean it to test?) and Reliability (does this test have meaningful consistency?). Defines usability standards and interfaces with QA. May have special skills Responsible for the measurement, collection, analysis and reporting of collected data to understand and optimize the usage of and performance related to the product. Designs and administers baseline/ benchmark tests as well as tracks use metrics.
  10. UI
  11. *Responsible for the aesthetics of the UI and any related materials. Strategically implements typography, images, and colors. With input from Marketing, may be responsible for appropriate representation of brand standards and objectives. May design data visualizations.
  12. Responsible for identifying those key interactions, wireframing/ prototyping them. Designs the interface and keeps in communication with the dev team, correcting designs when necessary. May design data visualizations and relevant drill-down interactions.
  13. Support – training, documentation
  14. Content Strategy: Responsible for conducting a content inventory, defining image/file repository rules, writing content/ error messages using Plain Language, developing content style guides, writing documentation, updating pattern libraries, planning editorial calendars, and creating a sustainable governance model. Inst. Design: Responsible for writing training, onboarding, updating/writing Help system or documents, Quick Start Guides