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Strategic UX Triangle
The document discusses strategic UX and presents the Strategic UX Triangle model, which focuses on methods, processes, and business strategies. It provides checklists for evaluating an organization's approach to each point of the triangle - whether they have the right methodology and expertise, allocate proper time for UX in processes, and gain executive support and measure results. The model is meant to help organizations determine where they are now and identify tactics to improve strategic UX.
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Strategic UX Triangle
- 1. 1 The Strategic UXTriangle: Chasing the dream of Embedded UX Eva Kaniasty redpillux.com @kaniasty User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 2. 2 EXISTING MODELS User ExperienceStrategy Overview, Eva Kaniasty/Red Pill UX
- 3. 3 METHOD-FOCUSED MODELS User ExperienceStrategy Overview, Eva Kaniasty/Red Pill UX
- 4. 4 PROCESS-FOCUSED User Experience StrategyOverview, Eva Kaniasty/Red Pill UX
- 5. 5 BUSINESS-FOCUSED MODELS User ExperienceStrategy Overview, Eva Kaniasty/Red Pill UX
- 6. 6 Me Business WHY? User Experience StrategyOverview, Eva Kaniasty/Red Pill UX HOW? ess tho c Pro WHAT? ds STRATEGIC UX
- 7. 7 APPROACH IDENTIFYING PROBLEMS LISTENING TOTHE ORGANIZATION IDEAL VISION GOALS | BEST PRACTICES TACTICS CONSISTENT WITH ORGANIZATIONAL CULTURE User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 8. 8 FINANCIAL SERVICES CONNECTION STARTUP GROWING ESTABLISHED AGENCY UserExperience Strategy Overview, Eva Kaniasty/Red Pill UX SIZE HISTORY REGULATIONS COMPLEXITY OF THE SYSTEM ORGANIZATIONAL CULTURE
- 9. Me s c es t ho Pro ds 9 Business UserExperience Strategy Overview, Eva Kaniasty/Red Pill UX
- 10. 10 STARTUP / AGENCY “We dodiscount UX. I showed it to coworkers and they liked it. ESTABLISHED /AGENCY “You can’t get valid data from only 8 users. Marketing already did focus groups anyway. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 11. 11 Methods Strategy Checklist ✓Weagree on issues of VALIDITY methodology and research validity. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 12. 12 GROWING /MATURE “We spent allthis money on our lab. Let’s usability test it! GROWING /AGENCY “We have 3 people wireframing out every project. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 13. 13 Methods Strategy Checklist ✓We agree on issues of methodology VALIDITY and research validity. ✓We draw from a range TOOLBOX methods, choosing the right solution for the problem at hand. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 14. 14 STARTUP GROWING “We do UX.We just hired 2 UX developers. GROWING AGENCY “Our UX person is great. She tells us exactly what to do. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 15. 15 Methods Strategy Checklist VALIDITY ✓ ✓ TOOLBOX PEOPLE Weagree on issues of methodology and research validity. We draw from a range of methods, choosing the right solution for problem at hand. ✓ Our staff has the expertise required to deliver rigorous and high quality work. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 16. 16 TACTICS FOR THERIGHT METHODOLOGY DISCOUNT OR FORMAL? SHOW OR TELL? OUTSOURCE OR TRAIN? User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 17. Me s c es t ho Pro ds 17 Business UserExperience Strategy Overview, Eva Kaniasty/Red Pill UX
- 18. 18 STARTUP GROWING “Dev already started. Canyou do a UX phase in the next 2 weeks? GROWING ESTABLISHED “Sales and marketing do their own landing page & widget design. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 19. 19 Process Strategy Checklist ✓Ourproject plans allocate TIME time for a UX phase. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 20. 20 GROWING ESTABLISHED “I’m pretty surewe did user profiles last year. “I can’t be there, but I’ll watch the testing videos. “Just email me a copy of the report. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 21. 21 Process Strategy Checklist TIME ✓Our project plans allocate time for a UX phase. ✓User perspective is USERS represented and known. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 22. 22 GROWING ESTABLISHED “We ran 5user tests: we just haven’t implement the results yet. GROWING ESTABLISHED “Great brainstorm everyone. Too bad we can’t use your ideas this time. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 23. 23 Process Strategy Checklist TIME ✓Our project plans allocate time for a UX phase. USERS ✓ User perspective is represented and known. IMPACT ✓Ideas generated through the UX design process are acted upon. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 24. 24 GROWING ESTABLISHED “The launch is delayed,so there is no time for usability testing. GROWING ESTABLISHED “We have to move on to the next project before we can do v.2. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 25. 25 Process Strategy Checklist TIME USERS ✓Project plans include a UX phase. ✓ User perspective is represented and known. IMPACT ✓ Ideas generated through the UX design process are acted upon. LEARNING ✓Evaluation and iteration happens. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 26. 26 TACTICS FOR THERIGHT PROCESS USER-CENTERED OR LEAN UX? LIVE USERS OR PERSONAS? COLLABORATE OR DEMONSTRATE? User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 27. Me s c es t ho Pro ds 27 Business UserExperience Strategy Overview, Eva Kaniasty/Red Pill UX
- 28. 28 STARTUP GROWING “We’re Agile, sowe don’t do research. ESTABLISHED “We don’t use ESTABLISHED “We rolled it back due the usability lab that much. to internal pushback. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 29. 29 Business Strategy Checklist BUY-IN ✓Executive& stakeholder support is strong. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 30. 30 ESTABLISHED “UX costs toomuch, and the business is doing fine as is. GROWING ESTABLISHED “The CIO thinks personas are a waste of time money. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 31. 31 Business Strategy Checklist BUY-IN ✓Executive and stakeholder support is strong. ✓UX budgets are stable MONEY non-negotiable. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX and
- 32. 32 ANY STAGE “The betatesters seem to like the new design. ANY STAGE “I think the project went well. The stakeholders seem happy. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 33. 33 Business Strategy Checklist BUY-IN ✓Executive and stakeholder support is strong. MONEY✓ UX budgets are stable and nonnegotiable. METRICS ✓Metrics and benchmarks are defined. Results are measured. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 34. 34 ESTABLISHED “The VP ofsales has made a list of features. “These users just didn’t GROWING ESTABLISHED get it! ANY STAGE “I think we should move this button to the left. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 35. 35 Business Strategy Checklist BUY-IN ✓Executive and stakeholder support is strong. MONEY✓ UX budgets are stable and nonnegotiable. METRICS✓ Metrics and benchmarks are defined. Results are measured. EVIDENCE ✓Evidence-based decisions are the norm. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 36. 36 TACTICS FOR THERIGHT BUSINESS STRATEGY ENGAGE OR EXCLUDE? SMALL TEAMS OR LARGE? FOCUS OR TRIANGULATE? User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 37. 37 STRATEGIC PLANNING BUSINESS METHODS PROCESS ✓ BusinessGoals, Req. & Vision ✓ Project Goals & Metrics ✓ Project/Stakeholder Ecology ✓ Research Methodology ✓ User Modeling & Requirements ✓ Design Methodology ✓ Project Road Map ✓ Evaluation & Iteration User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 38. 38 Me s c es t ho Pro ds STRATEGICUX Business User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 39. 39 Methods Strategy Checklist ✓ VALIDITY ✓ TOOLBOX PEOPLE ✓ Weagree on issues of methodology and research validity. We draw from a range of methods, choosing the right solution for problem at hand. Our staff has the expertise required to deliver rigorous and high quality work. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 40. 40 Process Strategy Checklist TIME USERS ✓Project plans include a UX phase. ✓ User perspective is represented and known. IMPACT ✓ Ideas generated through the UX design process have visible impact. LEARNING✓ Evaluation and iteration happens. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
- 41. 41 Business Strategy Checklist BUY-IN ✓Executive and stakeholder support is strong. MONEY✓ UX budgets are stable and nonnegotiable. METRICS✓ Metrics and benchmarks are defined. Results are measured. EVIDENCE ✓ Evidence-based decisions are the norm. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
Editor's Notes
- #3 What’s missing? One dimensional
- #4 Overwhelming - no one size fits all
- #5 Highly prescriptive at how you’re supposed to do UX Nothing about what you’re accomplishing
- #6 Discouraging You can’t sell UX
- #7 Designing your UX function Maximizing value; Not prescriptive in terms of tactics
- #8 what does an ideal practice look like? What can we learn from misunderstandings & conflicts?
- #11 Theater of UX Research is conducted on proxy users, or not at all. User research and market research are not viewed as separate functions.
- #13 point of diminishing returns Methodolatry
- #15 Checking the UX box; Hiring focused on UX unicorns - Don’t make me think school of UX design UX team of one - Does not scale We love usability testing... make it happen without additional staffing
- #19 UX is an afterthought Design is fragmented, with conflicting factions
- #21 Death by deliverable
- #23 Learned helplessness
- #25 Always time for dev Dead end
- #26 A product that isn’t getting better is a dying product.
- #29 Executive and stakeholder support is lacking or sporadic. Resistance
- #31 Rejection
- #33 What is success? How do you know that you’re doing a good job? Benchmarks and measures of successful outcomes do not exist.
- #35 Opinionitis