How to Drive Great Design in Organizations (Small & Very Very Large)
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How to Drive Great Design in Organizations (Small & Very Very Large)
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How to Drive Great Design in Organizations (Small & Very Very Large)
- 1. UXPA Boston 2015: How to Drive Great Design in Organizations (Small & Very Very Large) Shaun Worti s Director, User Experience & Product Desig n Pegasystem s shaun.wortis@pega.co m @shaunwortis Meng Yan g Senior UX Designe r Pegasystem s meng.yang@pega.co m @mengyang
- 2. What’s included? 5 principles 8 tactics 4 approaches
- 4. 1769 1888 1920 1938 2011 1900 2000 1800 1974 Functional Reliable Usable Convenient Pleasurable Mean Enterprise software today
- 5. Engage card sleepers CAM-128 First-time home buying HOM-12 Frequent travelers COR-54 Balance transfers UHL-1872 Reward programs QRT-12 Welcome CNO-51 Apple Pay activation UFW-804 Recent Search Reports Configuration Patricia Campbell Marketing Recent Edit ENGAGEMENT AWARENESS ACQUISITION Start 04/11/2014 End Timeframe 03/11/2015 Quarterly View Issue / Group All issues / All groups HOME Dashboard Home Dashboard Next-Best-Action Campaigns Content Audiences BENCHMARK 63 NPS Trending 67 70 65 60 Q1 Q2 Q3 Q4 Benchmark 5% Social Sentiment Tracking 58.24% GOAL 56% Social Sentiment decreased from the last quarter, but is ABOVE GOAL 11% 58% 31% Spending increased from the last quarter, but is BELOW GOAL 12K $ Owned Media Spend Tracking GOAL $14K $ 0K 20K PREVIOUS $2K below goal Owned Media Spend Trending Q1 $15K Q2 $17K Q3 $10K Goal 12K Q4 $12K GOAL $14K $ Owned Media Spend by Channel Trending 12K Email Web Agent SMS Q1 Q2 Q3 Q4 10K 5K 0K GOAL $14K $ Web Engagement Tracking Conversions across campaigns are BELOW GOAL CONVERSIONS 4.56% GOAL 7% CLICK THROUGHS 12.23% GOAL 13% IMPRESSIONS 21.24MM GOAL 20MM IMPRESSIONS 19.17MM GOAL 20MM Email Engagement Tracking Conversions across campaigns are ABOVE GOAL CONVERSIONS 13.01% GOAL 7% CLICK THROUGHS 15.56% GOAL 19% Microsite Total Visitors Trending 14K 40K 30K 20K 10K 0K Q1 Q2 Q3 Q4 Goal 11% GOAL 25K
- 9. 1. Understand what the business considers valuable
- 11. $1 = $10 = $100
- 12. 2. Turn “UX strategy” into… Product strategy
- 14. Connect your language with their language Tactics!
- 15. 3. Create a simple internal design language
- 17. 4. Demonstrate (over and over) what UX actually is
- 18. 5. Be honest: There’s no formula to UX success
- 19. Resources Vitamin T white paper : http://bit.ly/1DYc98I Google HEART : http:// research.google.com/ pubs/pub36299.html
- 20. 8 Tactics!
- 22. Expert reviews Pega® 7 SalesForceAutomation 7.13 Targeted UX/UI Review December 12, 2014 – ONGOING DRAFT Pega® 7 SalesForceAutomation7.13 Design Review 15 PRIVATE & CONFIDENTIAL Get Directions This does not have to be a repeating button and can be replaced as an icon. Since it dependent on the Location value, the icon, button or link should be more attached to Location. If using an icon, considering vertically aligning it to the top of the Location value and not the label. Also, consider having the icon next to the Location label, which can then be an icon or the text “Directions”. “FirstName” / “LastName” Is it necessary to separate these out into two fields and column? It is difficult to quickly read the name. Consider having a single field “Name” with format: LastName, FirstName MiddleName – especially since the list is sorted by last name. Can this table be sorted? (Does sort add value?) Find Contacts in Area Continued Drop Down Filter The positioning of this drop down suggests it only manipulates the map – specifically the view of the map; however, it actually modifies the scope of the list to the right. This drop down should be moved over to the right and above the pagination. If possible, some information about the “current location” should be visible. There seems to be a performance issue when changing the value. If this continues to be updated onChange, consider adding a loading icon. Pagination If not modifying the existing pagination style on this page, consider spacing out the next and last (first and previous) icons more and provide a large hit area for previous and next (through padding). A copy of pagination should appear at the bottom of the list as well (and should be a global standard). Tactics!
- 23. Videos Tactics !
- 24. Quarterly C-level brie fi ngs on UX and front-end tech trends on: “High-Level ” Proces s Technolog y UX Tactics !
- 25. Drive technology to drive design Tactics !
- 29. Engage stakeholders in the design process (i.e. use Agile/Lean UX) Tactics !
- 32. Weekly emails
- 34. Use “micro NPS”
- 37. How to improve the effectiveness of our design presentations? 4 Approaches!
- 39. 5 “As designers, we communicate ideas, not pixels.” - Unknown
- 40. 1). Visualize, as much as you can
- 41. Rise of visual content on the web
- 43. Home screen Short-look notification Clock Long-look notification Scrollable offscreen actions More actions menu App landing Additional app info Pressed Digital Crown Received notification, tilted wrist Didn’t drop wrist, kept staring Action selected (Seems to be no confirmation in Watch?) Force touch P Glances Expiring in 5 min PARKING P PARKING Your parking expires in 5 minutes for... 233 S Main St. Cambridge, MA Expiring soon Refill for half hour Refill for 1 hour Dismiss Swipe left App selected Swipe up 66% 6Days left until Bermuda Apple Watch App Interaction Flow 1.1 Action taken on glance Action options Action item pressed Food intake Track Water intake Sugar intake Main 10:06
- 45. Before After
- 46. Before After
- 47. 2). Use real content
- 48. “Death to Lorem Ipsum” – Luke Wroblewski
- 49. – Jeffrey Zeldman ““Content precedes design. Design in the absence of content is not design, it’s decoration.”
- 50. Real content make people think of their experience
- 51. Inaccurate content confuse people
- 52. 3). Prototype, as fast as you can
- 53. “If a picture is worth 1000 words, a prototype is worth 1000 meetings.” -IDEO
- 54. Image hotspot click-throughs (Marvel)
- 57. Tip: build your own toolset Source: http://www.cooper.com/prototyping-tools
- 58. Tip: Build the UI Library
- 59. Tip: Speed is the ke y (stock image)
- 60. 4). Tell a story
- 61. Source: Communicating UX Design through Storytelling by Kathryn Parkes
- 62. – Robert McAfee Brown “Storytelling is the most powerful way to put ideas into the world today.”
- 63. Source: Experience themes by Cindy Chastain
- 64. Storyboarding
- 65. Product demo stories are popular
- 66. Mixed feelings about experience map
- 67. Tips : Simple, Attractive, and Easy to understan d (Stock image )
- 68. Product demo stories are popular
- 70. In a Nutshell 5 principles • Understand what the business considers valuabl e • Turn UX strategy into product strateg y • Create a simple internal design languag e • Demonstrate (over and over) what UX actually i s • Be honest: There’s no formula to UX success 8 tactics • Company-wide design reviews • Expert reviews • Videos • Quarterly C-level brie fi ngs on UX and front-end tech trends on:“High-Level” processes, technology, and UX • Drive technology to drive design • Engage stakeholders in the design process (i.e. use Agile/Lean UX) • Test stake holder s • Explaining test data via weekly emails and online publications 4 approaches to effective design presentations • Visualize, as much as you can • Use real conten t • Prototype, as fast as you can • Tell a story
- 71. Thanks!