Presented by: Brian Utesch, Annette Tassone, Jon Temple and Stephen Woodburn. Businesses strive to monetize the relationship between user sentiment and success outcomes including user adoption, user retention, and revenue. Customer satisfaction is embraced as a top predictor of success. There are of course many ways that satisfaction can be measured. We will review several methods of measuring user satisfaction, including simple Likert scale measures of overall satisfaction, the System Usability Scale (SUS), UMUX-Lite and the popular Net Promoter Scale (NPS). Not all of these measures are created equally or even measure the same sentiment. We’ll further compare the advantages and disadvantages of each measure, best practices around the use of each, and original research we’ve conducted that informs our recommended best practices.
UXPA DC Redux 2013 Notetaker Perspective 10-25-2013.pptUserWorks
Kristen Davis and Dick Horst from UserWorks presentation slides on the "Notetaker's Perspective During Usability Testing: Recognizing What's Important, What's Not" from UXPA-DC Conference Redux 2013
Many analyses of developing compelling user experiences (UX) involve a theoretical understanding of key UX principles. However in this webinar, Belatrix´s UX experts Barbara Lipinski and Bruno Vilches, will provide a practical step-by-step guide through the UX process which we use at Belatrix. We will provide a case study of how we applied this process to a product.
What you will takeaway from this webinar:
* The principles and fundamentals underlying UX
* How to practically apply these principles to create a UX process
* Case study and our key learnings from applying the UX process
Proposal Template To Increase Traffic To A Website PowerPoint Presentation Sl...SlideTeam
If your company needs to submit a Proposal Template To Increase Traffic To A Website PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. https://bit.ly/30H9zcm
Presented by Ari Weissman. How do you start from scratch? How do you build and grow a UX team within your organization where none existed?
Many organizations “do UX” in name only. There are people who might have the UX Designer title, but aren’t talking to users, leaving the product or engineering teams to drive the experience. It’s not that these organizations don’t want to be user-driven. It’s just that they don’t know how. That is what I walked into when I started as Director of UX for [my company].
This is the story of my ongoing successes and failures at building a UX practice. It’s not about one decision, but the many strategies you can employ to build, grow, and thrive.
Presented by: Brian Utesch, Annette Tassone, Jon Temple and Stephen Woodburn. Businesses strive to monetize the relationship between user sentiment and success outcomes including user adoption, user retention, and revenue. Customer satisfaction is embraced as a top predictor of success. There are of course many ways that satisfaction can be measured. We will review several methods of measuring user satisfaction, including simple Likert scale measures of overall satisfaction, the System Usability Scale (SUS), UMUX-Lite and the popular Net Promoter Scale (NPS). Not all of these measures are created equally or even measure the same sentiment. We’ll further compare the advantages and disadvantages of each measure, best practices around the use of each, and original research we’ve conducted that informs our recommended best practices.
UXPA DC Redux 2013 Notetaker Perspective 10-25-2013.pptUserWorks
Kristen Davis and Dick Horst from UserWorks presentation slides on the "Notetaker's Perspective During Usability Testing: Recognizing What's Important, What's Not" from UXPA-DC Conference Redux 2013
Many analyses of developing compelling user experiences (UX) involve a theoretical understanding of key UX principles. However in this webinar, Belatrix´s UX experts Barbara Lipinski and Bruno Vilches, will provide a practical step-by-step guide through the UX process which we use at Belatrix. We will provide a case study of how we applied this process to a product.
What you will takeaway from this webinar:
* The principles and fundamentals underlying UX
* How to practically apply these principles to create a UX process
* Case study and our key learnings from applying the UX process
Proposal Template To Increase Traffic To A Website PowerPoint Presentation Sl...SlideTeam
If your company needs to submit a Proposal Template To Increase Traffic To A Website PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. https://bit.ly/30H9zcm
Presented by Ari Weissman. How do you start from scratch? How do you build and grow a UX team within your organization where none existed?
Many organizations “do UX” in name only. There are people who might have the UX Designer title, but aren’t talking to users, leaving the product or engineering teams to drive the experience. It’s not that these organizations don’t want to be user-driven. It’s just that they don’t know how. That is what I walked into when I started as Director of UX for [my company].
This is the story of my ongoing successes and failures at building a UX practice. It’s not about one decision, but the many strategies you can employ to build, grow, and thrive.
EffectiveUI's Ari Weissman (Lead Experience Architect) and Lys Maitland (Senior Experience Planner) spoke at Denver Startup Week 2016. Discussion description:
Test early, test often.
It’s a mantra that’s been proven successful time and again when it comes to innovation and design. So why aren’t you doing it? In the start-up world, when everything is moving so quickly, it can be easy to overlook or postpone collecting feedback from real people because of cost, time, or lack of preparation. Don’t let those things stop you. Valid data can be captured cheaply, quickly, and with half-finished products and strategies.
This talk will cover:
What is user testing and why is it important
How to plan for user testing
What are ways to make testing cheaper
What are ways to make testing quicker
How to test with different fidelities of concept and design
How to collect data more frequently
Opportunities for getting the whole team engaged
What to do with the insights/outcomes of research
UXPA2019 Influence Product Strategy and Quality by Conducting Collaborative ...UXPA International
Two UX practitioners share case-studies and learnings from leading global and collaborative UX workshops. You will leave with tips, tricks, and techniques on how to facilitate your UX discovery workshops and influence product strategy and usability.
UXPA International 2013 The Note-Taker's Perspective UserWorks
Kristen Davis's and Dick Horst's 2013 UXPA International presentation on The Note-Taker's Perspective During Usability Testing: Recognizing What's Important, What’s Not.
Presented by David Herring. Inclusive design is the practice of designing solutions to be accessible to as many people as possible. While it feels great to think about doing, it can feel overwhelming to think about implementing – especially across multidisciplinary teams of designers, developers, and testers in a fast-paced, agile web-based environment.
In this session, you will learn how to make accessibility part of your organization’s design, development, and testing practices. We’ll share ways we’ve partnered with these teams to bake accessibility into the tools they use (such as design systems and libraries) resulting in more accessible solutions out-of-the-box, how to make the case for accessibility, and how we’ve addressed common challenges in enterprise and government projects.
Beyond Usability Testing: Assessing the Usefulness of Your Designhawleymichael
Usability tests are meant to find usability problems. If your question is, “where are the usability problems in this design”, usability testing is right for you. With usability testing, can study how well someone can get from point A to point B and where are the problems along the way. Finding usability problems is the focus, and the method works great.
But, we are finding that many of the questions business sponsors and stakeholders have are not about finding usability problems. The questions they have are more about the overall usefulness of a design, its potential for success, and how well it meets expectations.
This presentation will define usefulness research, show how it is different from usability tests, and offer different approaches for asking the right questions of users. Whether you think this is slap-your-forehead obvious or a method that needs to be expanded and refined, we seek to have a lively conversation.
Tackle the Problem with Design Thinking - GDSC UADgallangsadewa
Design thinking is most useful to tackle problems that are ill-defined or unknown. In user experience (UX) design, it’s crucial to develop and refine skills to understand and address rapid changes in users’ environments and behaviors. In this session, we will discuss about design thinking in digital product development or UI/UX.
How to effectively implement different online research methods - UXPA 2015 - ...Steve Fadden
Are you the sole User Experience Researcher in your organization? Do you struggle to get timely research insights and feedback for your stakeholders? Online research tools offer practitioners the ability to gather feedback quickly and asynchronously, without the need for direct facilitation or moderation.
In this presentation, we provide an overview of some of the many online research tools that are available for gathering quick, asynchronous feedback on requirements, designs, and stakeholder sentiment. We offer general guidelines for recruiting, planning, implementing, and analyzing feedback, and then present how to use specific methods that have proven particularly useful for design and requirements research.
Tips for involving users in your website design - commercial property markete...estatesgazette.com, RBI
Jessica Hall, Research and UX Manager at Reed Business Insight, will be returning as our guest speaker to discuss top tips for user research including:
- surveys
- interviews
- persona development
- usability testing
Ericsson Review: Crafting UX - designing the user experience beyond the inter...Ericsson
There is more to a good user experience than attractive products and services that solve problems and function according to a given set of requirements. Creating products and services that provide compelling experiences for users requires planning, resources, and processes for monitoring progress and measuring quality – crafting UX.
Modern users are savvy and demanding, and their expectations are high. They want products and services that provide some level of value. They want their products to be aesthetically pleasing, emotionally satisfying, as well as easy to learn, use, install, maintain and upgrade.
Ericsson is shifting from being driven by technology to being driven by needs and experiences. This shift has manifested itself in the development of a design approach that gets close to the user. Crafting UX is a user experience (UX) framework with roles, responsibilities and guidelines to better understand, define and meet users’ needs.
Designing similar – yet not identical – assets that provide comparable functionality, in different ways for different products, is neither financially justifiable nor good in terms of usability. By reusing common assets and code for similar functionalities, design teams can focus on the important task of creating relevant content and functionality; in other words, content that is useful and usable.
By establishing a shared vision across all groups involved in the development of products and services teamwork becomes more effective and coordinated efforts lead to a greater design and a better user experience.
Introduction to UX provides an overview of user experience design including what it encompasses and how the process works, the goal and principles of UX design, how to measure and improve UX, and the role of a UX agency. Presented by Ari Weissman, lead experience architect at EffectiveUI.
Building Products Your Customers Love with Empathy and Human InsightsAggregage
Product teams are continuously under tight deadlines to quickly validate new ideas, features, and offerings to innovate successfully, ensure product-market fit, and avoid rework. Without the customer’s perspective, these teams often end up wasting time and resources building features that customers don’t use. This webinar will highlight the critical areas during the design and development process when reaching out to customers, as understanding their needs, testing hypotheses, and refining your approach are imperative.
Successful Collaboration with Design by Wellframe PM & DesignerProduct School
Main takeaways:
- Work effectively with designers through cooperative brainstorming, iteration, and decision making
- Understand the supportive responsibilities of each role to successfully merge business goals and design considerations to create the best user experience
- Establish a playbook for ideation, user research, prototyping, and usability testing
Slides from an in-house workshop I gave at CV&A Consulting in Barcelona. They were looking to include user-centered design activities in their knowledge management and e-learning projects.
EffectiveUI's Ari Weissman (Lead Experience Architect) and Lys Maitland (Senior Experience Planner) spoke at Denver Startup Week 2016. Discussion description:
Test early, test often.
It’s a mantra that’s been proven successful time and again when it comes to innovation and design. So why aren’t you doing it? In the start-up world, when everything is moving so quickly, it can be easy to overlook or postpone collecting feedback from real people because of cost, time, or lack of preparation. Don’t let those things stop you. Valid data can be captured cheaply, quickly, and with half-finished products and strategies.
This talk will cover:
What is user testing and why is it important
How to plan for user testing
What are ways to make testing cheaper
What are ways to make testing quicker
How to test with different fidelities of concept and design
How to collect data more frequently
Opportunities for getting the whole team engaged
What to do with the insights/outcomes of research
UXPA2019 Influence Product Strategy and Quality by Conducting Collaborative ...UXPA International
Two UX practitioners share case-studies and learnings from leading global and collaborative UX workshops. You will leave with tips, tricks, and techniques on how to facilitate your UX discovery workshops and influence product strategy and usability.
UXPA International 2013 The Note-Taker's Perspective UserWorks
Kristen Davis's and Dick Horst's 2013 UXPA International presentation on The Note-Taker's Perspective During Usability Testing: Recognizing What's Important, What’s Not.
Presented by David Herring. Inclusive design is the practice of designing solutions to be accessible to as many people as possible. While it feels great to think about doing, it can feel overwhelming to think about implementing – especially across multidisciplinary teams of designers, developers, and testers in a fast-paced, agile web-based environment.
In this session, you will learn how to make accessibility part of your organization’s design, development, and testing practices. We’ll share ways we’ve partnered with these teams to bake accessibility into the tools they use (such as design systems and libraries) resulting in more accessible solutions out-of-the-box, how to make the case for accessibility, and how we’ve addressed common challenges in enterprise and government projects.
Beyond Usability Testing: Assessing the Usefulness of Your Designhawleymichael
Usability tests are meant to find usability problems. If your question is, “where are the usability problems in this design”, usability testing is right for you. With usability testing, can study how well someone can get from point A to point B and where are the problems along the way. Finding usability problems is the focus, and the method works great.
But, we are finding that many of the questions business sponsors and stakeholders have are not about finding usability problems. The questions they have are more about the overall usefulness of a design, its potential for success, and how well it meets expectations.
This presentation will define usefulness research, show how it is different from usability tests, and offer different approaches for asking the right questions of users. Whether you think this is slap-your-forehead obvious or a method that needs to be expanded and refined, we seek to have a lively conversation.
Tackle the Problem with Design Thinking - GDSC UADgallangsadewa
Design thinking is most useful to tackle problems that are ill-defined or unknown. In user experience (UX) design, it’s crucial to develop and refine skills to understand and address rapid changes in users’ environments and behaviors. In this session, we will discuss about design thinking in digital product development or UI/UX.
How to effectively implement different online research methods - UXPA 2015 - ...Steve Fadden
Are you the sole User Experience Researcher in your organization? Do you struggle to get timely research insights and feedback for your stakeholders? Online research tools offer practitioners the ability to gather feedback quickly and asynchronously, without the need for direct facilitation or moderation.
In this presentation, we provide an overview of some of the many online research tools that are available for gathering quick, asynchronous feedback on requirements, designs, and stakeholder sentiment. We offer general guidelines for recruiting, planning, implementing, and analyzing feedback, and then present how to use specific methods that have proven particularly useful for design and requirements research.
Tips for involving users in your website design - commercial property markete...estatesgazette.com, RBI
Jessica Hall, Research and UX Manager at Reed Business Insight, will be returning as our guest speaker to discuss top tips for user research including:
- surveys
- interviews
- persona development
- usability testing
Ericsson Review: Crafting UX - designing the user experience beyond the inter...Ericsson
There is more to a good user experience than attractive products and services that solve problems and function according to a given set of requirements. Creating products and services that provide compelling experiences for users requires planning, resources, and processes for monitoring progress and measuring quality – crafting UX.
Modern users are savvy and demanding, and their expectations are high. They want products and services that provide some level of value. They want their products to be aesthetically pleasing, emotionally satisfying, as well as easy to learn, use, install, maintain and upgrade.
Ericsson is shifting from being driven by technology to being driven by needs and experiences. This shift has manifested itself in the development of a design approach that gets close to the user. Crafting UX is a user experience (UX) framework with roles, responsibilities and guidelines to better understand, define and meet users’ needs.
Designing similar – yet not identical – assets that provide comparable functionality, in different ways for different products, is neither financially justifiable nor good in terms of usability. By reusing common assets and code for similar functionalities, design teams can focus on the important task of creating relevant content and functionality; in other words, content that is useful and usable.
By establishing a shared vision across all groups involved in the development of products and services teamwork becomes more effective and coordinated efforts lead to a greater design and a better user experience.
Introduction to UX provides an overview of user experience design including what it encompasses and how the process works, the goal and principles of UX design, how to measure and improve UX, and the role of a UX agency. Presented by Ari Weissman, lead experience architect at EffectiveUI.
Building Products Your Customers Love with Empathy and Human InsightsAggregage
Product teams are continuously under tight deadlines to quickly validate new ideas, features, and offerings to innovate successfully, ensure product-market fit, and avoid rework. Without the customer’s perspective, these teams often end up wasting time and resources building features that customers don’t use. This webinar will highlight the critical areas during the design and development process when reaching out to customers, as understanding their needs, testing hypotheses, and refining your approach are imperative.
Successful Collaboration with Design by Wellframe PM & DesignerProduct School
Main takeaways:
- Work effectively with designers through cooperative brainstorming, iteration, and decision making
- Understand the supportive responsibilities of each role to successfully merge business goals and design considerations to create the best user experience
- Establish a playbook for ideation, user research, prototyping, and usability testing
Slides from an in-house workshop I gave at CV&A Consulting in Barcelona. They were looking to include user-centered design activities in their knowledge management and e-learning projects.
Advocating for your users is key to project success. Kirsten Burgard and I show how, even developers can accomplish this via our process and case studies.
UX is often misunderstood - or worse, it's seen as another ambiguous buzzword. Teaching others the value of UX can be a frustrating/challenging/lonely journey. I'll share some of the experiences I've faced when posed with the challenge of building buy-in and how to help shift company attitudes and culture towards UX.
The Product Management Journey by Adobe & PayPal PMsProduct School
Speakers from Adobe and PayPal, have spent a good number of years as Product Managers in their respective companies. Their stories give you an idea of how the role of a Product Manager evolves with time.
Workshop at Agile by Example 14 in Warszaw. Well-functioning Scrum teams have proved to be good at delivering working
software, but that does not necessarily mean that they deliver optimal, or even
expected, business value. Agile is becoming the standard way of developing
software, and the understanding of the value of User Experience (UX) is
increasing. Impact Management and Impact Mapping ensures value creation by focusing on desired values for users and busines
Presentation by Peter Boersma about Design Processes for Web Projects, given at a meeting of the Dutch front-end developers club Fronteers.nl on January 11, 2010 in Amsterdam. Deals with business, strategy, project management, research, design and evaluation aspects of web projects.
Design Thinking Bootcamp - General Assembly - Mike BiggsMike Biggs GAICD
In increasingly complex times, innovation and collaboration skills are becoming vital to businesses, and both principles are essential in Design Thinking. This hands-on workshop will lead you through the design thinking process, taught by a design thinking professional that lives and breathes in this space.
This two-part workshop series will introduce the fundamentals of human-centered design and how this approach can help develop innovative solutions for the complex challenges we face as businesspeople, creatives and entrepreneurs.
During the fast paced sessions, you will be introduced to user centred design principles at the research, ideation and idea synthesis stage of the the design thinking process.
We'll cover the theory then workshop through the practical aspects of each of the stages the the core Design Thinking process. Learn how to conduct simple user research studies and how to implement research-driven insights to help make better decisions and product improvements. Also covering the concept of convergent/divergent thinking, rapid problem solving and prototyping, and collaborative design. Students will also be introduced to key practical tools which are integral in the process such as research collection tools, distributed design collaboration, web based prototyping, and testing/measuring.
Outcomes
- Understand how to apply human-centered design principles to tackle complex challenges.
- Identify new ways to serve and support people by uncovering latent needs, behaviours, and desires.
- Learn specific techniques and tools to improve research, ideation, and prototyping.
Smooth Collaboration With UX Designers by Zalando Sr PMProduct School
Main takeaways:
*Understanding the basic UX design process
*Establishing shared mental models and processes for engagement
*Practical tips for PMs to craft great products collaboratively with UX designers
Smooth Collaboration With UX Designers by Zalando Sr PMProduct School
Main takeaways:
- Understanding the basic UX design process
- Establishing shared mental models and processes for engagement
- Practical tips for PMs to craft great products collaboratively with UX designers
Smooth Collaboration With UX Designers by Zalando Sr PMProduct School
Main takeaways:
Understanding the basic UX design process
Establishing shared mental models and processes for engagement
Practical tips for PMs to craft great products collaboratively with UX designers
UXPA Boston 2019 - 5 Best Practices for Teaching UX in Corporate and Academic...Shanae Chapman
5 Best Practices for Teaching UX in Corporate and Academic Environments
1. Apply UX Principles to Curricula
2. Apply Principles to Projects with Real Users
3. Incorporate Peer Review and Wisdom of the Crowd
4. Focus on Learning Outcomes, Not Perfection
5. Harness Reflection and Retrospective
STLX 2019 - Train the Trainer: Teaching UX in Corporate EnvironmentsShanae Chapman
Top 5 Tips for Teaching UX in Corporate Environments
1. Apply UX Principles to Curricula
2. Apply Principles to Projects with Real Users
3. Incorporate Peer Review and Wisdom of the Crowd
4. Focus on Learning Outcomes, Not Perfection
5. Harness Reflection and Retrospective
Fonts play a crucial role in both User Interface (UI) and User Experience (UX) design. They affect readability, accessibility, aesthetics, and overall user perception.
PDF SubmissionDigital Marketing Institute in NoidaPoojaSaini954651
https://www.safalta.com/online-digital-marketing/advance-digital-marketing-training-in-noidaTop Digital Marketing Institute in Noida: Boost Your Career Fast
[3:29 am, 30/05/2024] +91 83818 43552: Safalta Digital Marketing Institute in Noida also provides advanced classes for individuals seeking to develop their expertise and skills in this field. These classes, led by industry experts with vast experience, focus on specific aspects of digital marketing such as advanced SEO strategies, sophisticated content creation techniques, and data-driven analytics.
Technoblade The Legacy of a Minecraft Legend.Techno Merch
Technoblade, born Alex on June 1, 1999, was a legendary Minecraft YouTuber known for his sharp wit and exceptional PvP skills. Starting his channel in 2013, he gained nearly 11 million subscribers. His private battle with metastatic sarcoma ended in June 2022, but his enduring legacy continues to inspire millions.
Connect Conference 2022: Passive House - Economic and Environmental Solution...TE Studio
Passive House: The Economic and Environmental Solution for Sustainable Real Estate. Lecture by Tim Eian of TE Studio Passive House Design in November 2022 in Minneapolis.
- The Built Environment
- Let's imagine the perfect building
- The Passive House standard
- Why Passive House targets
- Clean Energy Plans?!
- How does Passive House compare and fit in?
- The business case for Passive House real estate
- Tools to quantify the value of Passive House
- What can I do?
- Resources
2. Agenda for this presentation
BACKGROUND
● Education
● Work Experience
● Hobbies, etc.
DESIGN PORTFOLIO
● A project that I am proud of from a
previous employer.
● A walkthrough of my solution to the
SessionM design exercise.
Questions? Ask away at anytime. Happy to have a discussion.
3. Hello!
I AM SHANAE ULLMAN
I am here because I love to design easy-to-use
customer experiences.
You can find me at:
LinkedIn @/in/shanaechapmanullman
Twitter @nerdydivashanae
Instagram @nerdydivashanae
Email: shanae.ullman@gmail.com
6. Advanced web design, usability,
telecommunications, database
management, networks, security,
project management
MASTERS IN PROFESSIONAL STUDIES IN INFORMATICS
(MANAGEMENT OF INFORMATION SYSTEMS)
13. SHANAE ULLMAN consulting
▹ Small business owners and non-profits
▹ Personas
▹ Stakeholder interviews
▹ Wireframes
▹ Responsive WordPress Web Design
▹ Digital marketing materials
▹ 10+ years
▹ www.shanaeullman.com
14. FISHER COLLEGE adjunct instructor
▹ Part-time instructor
▹ Computer Science department
▹ Teaching Intro to Web Design, HTML, CSS, JS
▹ Teaching Intro to Photoshop
15. AKAMAI TECHNOLOGIES senior UX designer
▹ Designed new product features
▹ Competitor Analysis
▹ Wireframes
▹ Prototypes
▹ Facilitated collaborative design sessions
▹ Presented design proposals
▹ Worked with remote and on-site team members
16. THE MATHWORKS UX specialist
▹ Designed new products
▹ Customer Interviews
▹ Competitor Analysis
▹ Usability Testing
▹ Wireframes
▹ Prototypes
▹ Facilitated collaborative design sessions
▹ Presented design proposals
▹ Worked with remote and on-site team members
17. KRONOS UX interaction designer
▹ Designed updates for legacy products
▹ Personas
▹ Customer Interviews
▹ Wireframes
▹ Facilitated collaborative design sessions
▹ Presented design proposals
▹ Worked with on-site and remote team members
18. IBM ui testing specialist
▹ End-user UI Testing
▹ Test cases and reports
▹ Epiphany!
▹ User Interviews
▹ Competitor Analysis
▹ Information Architecture
▹ Personas
▹ Wireframes
▹ Worked with on-site and remote team members
19. RED HAT intern
▹ Information architecture
▹ End user testing
▹ Web maintenance
20. ACADEMIA customer service, design, marketing
▹ Northeastern University
▸ Point of contact for graduate admissions office
▸ Updated website for graduate admissions office
▹ Saint Louis University
▸ Created website for entrepreneurship program
▸ Created marketing materials for print and digital
23. CHALLENGE
▹ The original onboarding
workflow was complex and
frustrating.
▹ Frequent issues included:
▸ Duplication of form fields
across multiple pages.
▸ Elements required to
complete tasks spanned
over different pages.
▸ Unclear sequencing of
tasks needed to complete
the setup.
ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
SOLUTION
▹ The new onboarding workflow
is simple and easy to use for
the 1st time user.
▹ The major updates included:
▸ Setup steps contained in a
single component.
▸ Easy to understand
sequencing of required
steps.
▸ UI display of the previous,
current, and next steps in
the workflow.
▸ Contextual help to guide
the user.
24. UX PROCESS
1) Personas,
User Research,
Competitor Analysis
2) UX
Requirements,
Current Workflow
Analysis
3) Brainstorming,
Sketching,
Proposed Workflow
4) Wireframes and
Prototypes
5) Handoff to Dev,
UX Specs
Continuous Feedback
25. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
Common issues with the
onboarding process for
new customers:
▹ Lack of guidance in
setting up the
application for the 1st
time user.
▹ Lack of sequence and
orientation for setting
up the application.
▹ A tricky navigation and
a setup process
spanned across
different pages.
26. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
▹ The 1st step in any
design project is
understanding the user
of the application and
their goals.
▹ The information about
the IT admin persona
was gathered via
stakeholder interviews
and reports from the
sales team.
27. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
▹ Used expertise and
research of common
interaction patterns and
web trends.
▹ Created a list of UX
requirements for the
new solution.
28. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
▹ Led a workshop with
the development team
to identify and analyze
the steps in the original
workflow.
▹ Captured the proposed
steps in the new
workflow.
▹ Created a step-by-step
plan to alleviate pain
experienced by the
customer.
29. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
The new solution
addressed the common
issues found in the
onboarding process:
▹ Created a wizard with
contextual help to
guide the user through
the setup tasks.
▹ The wizard provides an
easy to understand
sequencing of required
steps in the workflow.
30. ONBOARDING FOR ENTERPRISE APPLICATION ACCESS DASHBOARD
▹ All of the setup steps
are contained in a
single component
▹ Orientation - visual
identification of steps
▹ Status of elements that
require uploading.
▹ Focus on the required
steps and reduces
other distractions in the
UI.
37. CHALLENGE
▹ CSRs need to investigate what’s
going on, and advise the
customer.
▹ Create a design of the customer
profile for the CSR.
▹ CSR will look into status of
redeemed rewards. The
CSR may need to resend
the reward if it wasn’t
received.
▹ CSR will check if the
customer did indeed
complete the special
promotion requirements.
SessionM DESIGN EXERCISE
SOLUTION
▹ The new customer profile is
simple and easy to use for the
busy CSR.
▹ The major features include:
▸ Status of rewards at a
glance. Details on demand.
▸ Requirements for special
promotions at a glance.
Details on demand.
▸ High visibility of important
customer information.
▸ Displayed relationship
between points and tiers.
▸ Filters for discoverability
38. SessionM DESIGN EXERCISE
Competitor Analysis:
▹ Tables with reward
data and points data.
▹ Visual guidance of
status information.
▹ Details of promotion
requirements on
demand.
▹ Use of whitespace for
easy scanning.
▹ List view, tile view
layout preference
▹ Filters for reward type
39. SessionM DESIGN EXERCISE
▹ Sketching - abstract
concepts to more
defined designs.
▹ Sketched multiple
options before
selecting a final design.
▹ Iteration throughout
process.
▹ Referred to persona of
CSR and requirements.
40. SessionM DESIGN EXERCISE
▹ High visibility of
important customer
information in sidebar.
▹ Displayed relationship
between points and
tiers.
▹ Status of redeemed
rewards at a glance.
Details on demand.
▹ Filters for date, activity,
status.
41. SessionM DESIGN EXERCISE
▹ High visibility of
important customer
information in sidebar.
▹ Displayed relationship
between points and
tiers.
▹ Status of redeemed
rewards at a glance.
Details on demand.
▹ Filters for date, activity,
status.
42. SessionM DESIGN EXERCISE
▹ Requirements for
special promotions at a
glance. Details on
demand.
▹ Filters by reward type.
▹ Tile view or list view.
43. SessionM DESIGN EXERCISE
▹ Requirements for
special promotions at a
glance. Details on
demand.
▹ Filters by reward type.
▹ Tile view or list view.
44. SessionM DESIGN EXERCISE
▹ Requirements for
special promotions at a
glance. Details on
demand.
▹ Modal focuses on the
promotion
requirements and
reduces other
distractions in the UI.
46. thanks!
ANY QUESTIONS?
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