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Bringing Strategic UX to Drupal Projects (D4D Boston 2012)


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This presentation, given at Boston's Design for Drupal Camp in 2012, talks about how to bring strategic UX to the planning and development of Drupal projects. In particular, it discusses two key methods to make UX more efficient and accurate: user interviews, and post-up workshops for working through complex navigation issues with clients.

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Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

  1. 1. BRINGING STRATEGIC UXTO DRUPAL PROJECTSDani Nordin :: @danigrrl ::
  2. 2. Dani Nordinfounder, the zen kitchen• UX Designer and Strategist• Specialize in design strategy, UX and prototyping for Drupal projects• Author, Drupal for Designers (O’Reilly, 2011/2012)
  3. 3. What happens during the UX phase• Get an understanding of the site’s target users• Map out how users will flow through specific key tasks, and what information needs to be there to support them• Find out what content exists for the current site, what needs to be created, and how the content will be organized• Come up with a set of assumptions, and standards that will govern the project as you move forward
  4. 4. UX TECHNIQUESFor Drupal projects
  5. 5. Basic Techniques & Deliverables• Market research (competition, demographics, etc.)• Functional Requirements & Specifications• User Personas• Task Flows & User Journeys• Wireframes
  6. 6. Personas
  7. 7. Task/User Flows
  8. 8. Wireframes
  9. 9. Techniques to enhance UX• User Interviews• Post Ups/Card Sorting
  10. 10. USER INTERVIEWSLearn more about the real people who will be interactingwith your project
  11. 11. User interviews: Why?• Helps separate stakeholder whims from what actual users will find relevant• Includes perspectives from all the various user types involved in your site: • End users • Content admins and moderators • Marketing team• Can uncover needs not addressed by current design• Provides important and real data for personas, task flows and other project deliverables
  12. 12. User interviews: How?• Define 2-3 main user types• Set preliminary characteristics based on market research• Aim to interview 3 users of each type• Get client’s help in recruiting participants• Develop questions ahead of time for each type of user• Record interviews for later transcription/analysis• Timing: ½ hour for interview, ½ hour for notes, 2-4 hours for thematic analysis (once interviews are complete)
  13. 13. POST-UPSA quick and visual way to organize content, perfectnavigation and solve sticky IA issues
  14. 14. Post-Ups/Card Sorting: Why?• Helps quickly identify major themes and content priorities• Tools are cheap and easy to move around • Butcher paper • Post-its • Sharpies• Allows the team to work collaboratively, which is more efficient than working alone—particularly for complex navigational structures
  15. 15. The Post-Up IA Workshop• Start with initial architecture posted up on butcher paper• Include 4–6 people, all of whom have a stake in the site (include content admins, not just execs)• Post on wall• Each person gets 5 minutes to move things around • Have them think aloud • Videotape or record each person’s turn • Offer help, but avoid criticism or debate during each person’s turn • Take picture of result after each person finishes• Finish with discussion and finalization of architecture• Document result in content strategy documents
  16. 16. Congregational Library: version 1
  17. 17. Congregational Library: final
  18. 18. Results• Ensured that all voices were heard, not just the executives• Enabled discussion of pages’ relevance and usefulness• Identified and prioritized new sections/pages that were needed, and assigned stakeholders to them• Accomplished in two hours what would have taken weeks of back and forth over email
  19. 19. QUESTIONS?@danigrrl on