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Institutionalizing User Experience 
Renee Cheung | Nov. 27, 2014
who me? 
Renee Cheung 
Solution Lead @ ICBC: Portal, Search and UX 
Digital Strategist 
Front-end Developer 
@wired_crow tweet the talk: #whyux
why ux? 
97% websites fail at UX1 
85% of problems with a site/app/product/process can be 
found by testing with 5 users2 
68% of customers leave because they believe you don’t care3 
Source: 
1 Forrester: Lessons Learned From 1,500 Website User Experience Reviews 
2 Why You Need to Test With Only 5 Users 
3 Taking A Customer From Like To Love: The UX Of Long-Term Relationships
roi of ux
tonight’s goals 
Define UX 
analyze 
design 
implemen 
t 
validate 
Institutionalize UX Execute on UX 
Image Credits: User Experience: What Is It and Why Should I Care, Best Practices: Usability, User-Centered Design, UX
so what is ux? 
User Experience encompasses of all aspects of the 
end-user's interaction with the company, its services, 
and its products 
Source: The Definition of User Experience
so what? 
Dan Willis: The UX Umbrella on SlideShare
ux in context 
for products: for the experience 
Source: The Invisible Computer Ch. 10
why institutionalize it? 
Institutionalizing user experience makes it a tangible, 
measurable, repeatable, consistent practice.
1. identify your support network
some people to consider 
Executive 
Champion 
Change 
Champions 
UX 
Practitioners
common ux roles 
“Across a thousand UX professionals we found [...] extreme diversity in 
terms of hugely varying educational background, 210 job titles, and wide-ranging 
work roles and activities.” 
Source: User Experience Career Advice: How to Learn UX and Get a Job
2. sell the value of ux
how does it map? 
Align with corporate priorities 
Examples: 
Cost effectiveness, operational excellence, etc 
Excellence in service delivery 
Provide a <insert a synonym of “good”> experience 
.. 
.
success metrics 
Engagement Conversion 
● Attention minutes 
● Happiness rating 
● Flow state 
● Total time reading 
● First impression 
● Categories explored 
● Micro-conversion count 
● Brand attribute 
● Conversion rate 
● Likelihood to recommend or 
NPS 
● Trust rate 
● Likelihood to take action 
Corporate measures 
Engagement, conversion, 
efficiencies 
Usability, analytics 
1 UX Matters: Choosing the right metrics for user experience 
Usability 
● Task success 
● Perceived success 
● Confusion moment 
● Cue recognition 
● Menu / navigation use 
● Search use 
● Search success 
1 
1
what is ux’s box? 
Define UX for your organization: What is its domain? 
UX 
Brand Marketing 
Process 
Improve-ment 
UAT 
Graphic 
Design 
Creative
3. define the ux model 
Image Credit: https://www.flickr.com/photos/syahmir/6011476001/
at a high level 
UX Team 
Governance 
Initiative 
integrated 
governance 
engagement 
model
4. incorporate ux into process 
Image Credit: https://www.flickr.com/photos/blprnt/7880106416/in/photostream/
ux activities in a nutshell 
● Wireframes 
● Mockups 
● User Flows 
● Information Architecture 
● Usability Testing 
● Analytics, Metrics 
● Front-end Development 
● Style Guides 
● Prototype 
● Personas, Storyboards, 
User Stories, User Flows 
● Primary and Secondary 
Research (Heuristics) 
● Analytics 
● Success Metrics
bringing clarity to requirements 
For Kitherder: 
A mentor-mentee-project matchmaking site 
Simon 
student, mentee 
● full-time university student, 
school work priority! 
● looking to get more hands-on 
experience to put on resume 
● on-the-go from class to class 
and from class to home 
...
some design techniques 
User Flow Wireframes IA
prototyping 
Quick and dirty html / 
image prototypes help: 
● solidify design 
● provide some idea of 
interactions 
● help stakeholder and 
developers understand 
solution early on
usability testing 
What to test? 
● tasks 
● navigation 
● search 
● specific device 
● specific capability 
● accessibility 
Who to test with? 
● internal / external 
● segmentation 
● incentive 
● virtual / location 
How to test? 
● interview 
● observation 
● card sort 
● survey
mapping to agile 
Source: Scrum Reference Card 
Wireframes 
Mockups 
User Flows 
Information 
Architecture 
Personas, Storyboards, 
User Stories, User 
Flows 
Primary and Secondary 
Research (Heuristics) 
Analytics 
Success Metrics 
Front-end Development 
Style Guides 
Prototype 
Usability Testing 
Analytics, Metrics
5. celebrate your successes
communication is key 
Tell the story 
● Stakeholders 
● Other projects 
Create case studies 
Educate and enable others
in summary 
1. Identify support network 
2. Sell the value of UX 
3. Define your model 
4. Incorporate into existing processes 
5. Celebrate your success
deets 
Renee Cheung 
www.wiredcrow.com 
@wired_crow ca.linkedin.com/in/reneecheung/

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Institutionalizing User Experience

  • 1. Institutionalizing User Experience Renee Cheung | Nov. 27, 2014
  • 2. who me? Renee Cheung Solution Lead @ ICBC: Portal, Search and UX Digital Strategist Front-end Developer @wired_crow tweet the talk: #whyux
  • 3. why ux? 97% websites fail at UX1 85% of problems with a site/app/product/process can be found by testing with 5 users2 68% of customers leave because they believe you don’t care3 Source: 1 Forrester: Lessons Learned From 1,500 Website User Experience Reviews 2 Why You Need to Test With Only 5 Users 3 Taking A Customer From Like To Love: The UX Of Long-Term Relationships
  • 5. tonight’s goals Define UX analyze design implemen t validate Institutionalize UX Execute on UX Image Credits: User Experience: What Is It and Why Should I Care, Best Practices: Usability, User-Centered Design, UX
  • 6. so what is ux? User Experience encompasses of all aspects of the end-user's interaction with the company, its services, and its products Source: The Definition of User Experience
  • 7. so what? Dan Willis: The UX Umbrella on SlideShare
  • 8. ux in context for products: for the experience Source: The Invisible Computer Ch. 10
  • 9. why institutionalize it? Institutionalizing user experience makes it a tangible, measurable, repeatable, consistent practice.
  • 10. 1. identify your support network
  • 11. some people to consider Executive Champion Change Champions UX Practitioners
  • 12. common ux roles “Across a thousand UX professionals we found [...] extreme diversity in terms of hugely varying educational background, 210 job titles, and wide-ranging work roles and activities.” Source: User Experience Career Advice: How to Learn UX and Get a Job
  • 13. 2. sell the value of ux
  • 14. how does it map? Align with corporate priorities Examples: Cost effectiveness, operational excellence, etc Excellence in service delivery Provide a <insert a synonym of “good”> experience .. .
  • 15. success metrics Engagement Conversion ● Attention minutes ● Happiness rating ● Flow state ● Total time reading ● First impression ● Categories explored ● Micro-conversion count ● Brand attribute ● Conversion rate ● Likelihood to recommend or NPS ● Trust rate ● Likelihood to take action Corporate measures Engagement, conversion, efficiencies Usability, analytics 1 UX Matters: Choosing the right metrics for user experience Usability ● Task success ● Perceived success ● Confusion moment ● Cue recognition ● Menu / navigation use ● Search use ● Search success 1 1
  • 16. what is ux’s box? Define UX for your organization: What is its domain? UX Brand Marketing Process Improve-ment UAT Graphic Design Creative
  • 17. 3. define the ux model Image Credit: https://www.flickr.com/photos/syahmir/6011476001/
  • 18. at a high level UX Team Governance Initiative integrated governance engagement model
  • 19. 4. incorporate ux into process Image Credit: https://www.flickr.com/photos/blprnt/7880106416/in/photostream/
  • 20. ux activities in a nutshell ● Wireframes ● Mockups ● User Flows ● Information Architecture ● Usability Testing ● Analytics, Metrics ● Front-end Development ● Style Guides ● Prototype ● Personas, Storyboards, User Stories, User Flows ● Primary and Secondary Research (Heuristics) ● Analytics ● Success Metrics
  • 21. bringing clarity to requirements For Kitherder: A mentor-mentee-project matchmaking site Simon student, mentee ● full-time university student, school work priority! ● looking to get more hands-on experience to put on resume ● on-the-go from class to class and from class to home ...
  • 22. some design techniques User Flow Wireframes IA
  • 23. prototyping Quick and dirty html / image prototypes help: ● solidify design ● provide some idea of interactions ● help stakeholder and developers understand solution early on
  • 24. usability testing What to test? ● tasks ● navigation ● search ● specific device ● specific capability ● accessibility Who to test with? ● internal / external ● segmentation ● incentive ● virtual / location How to test? ● interview ● observation ● card sort ● survey
  • 25. mapping to agile Source: Scrum Reference Card Wireframes Mockups User Flows Information Architecture Personas, Storyboards, User Stories, User Flows Primary and Secondary Research (Heuristics) Analytics Success Metrics Front-end Development Style Guides Prototype Usability Testing Analytics, Metrics
  • 26. 5. celebrate your successes
  • 27. communication is key Tell the story ● Stakeholders ● Other projects Create case studies Educate and enable others
  • 28. in summary 1. Identify support network 2. Sell the value of UX 3. Define your model 4. Incorporate into existing processes 5. Celebrate your success
  • 29. deets Renee Cheung www.wiredcrow.com @wired_crow ca.linkedin.com/in/reneecheung/