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A user centred CRM
Technology & functionality won’t solve it all
22017 © Humix, all rights reserved
You don’t want this
2017 © Humix, all rights reserved 3
Usability-UX-UI-User Centred
Design
4
Usability
5
“The extend to which a product can be used by specific
users to achieve specified goals with
effectiveness, efficiency and satisfaction in a
specified context of use”
-ISO 9241-11-
2017 © Humix, all rights reserved
User experience
6
How a person feels when they interact with:
your product
your website
your application
your business
The emotional connection to the task
2017 © Humix, all rights reserved
UX UI+
How should it look like?
What should it be?
How should it work?
A user centred CRM
User-centred design (UCD)
92017 © Humix, all rights reserved
UX Principles
102017 © Humix, all rights reserved
Mobile First
Focus on primary tasks
2017 © Humix, all rights reserved 11
Test Test Test
122017 © Humix, all rights reserved
Dare to kill your darlings
132017 © Humix, all rights reserved
Build – Measure -Learn
142017 © Humix, all rights reserved
How does it work?
Question/Need identification
16
“Why are we asked to create?”
First identify the need to fill
What are users/customers really looking for?
How does your current offering answer to this need?
Identify the business goals
Technical, time & budget constraints
2017 © Humix, all rights reserved
User requirements
Who are the users?
What are their goals?
What are their tools?
Where do they use the product?
2017 © Humix, all rights reserved 17
User Observations
182017 © Humix, all rights reserved
Workshops & Brainstorms
19
Interactive, guided discussions about specific topics with
specific participants
2017 © Humix, all rights reserved
Task hierarchy
20
Orders tasks and subtasks and distinguishes primary tasks
from secundary tasks
2017 © Humix, all rights reserved
From “A
Stranger’s
long neck”
by Gerry Mc
Govern
Key tasks
212017 © Humix, all rights reserved
From workflows to UI-flows
222017 © Humix, all rights reserved
23
Wireframes Design
2017 © Humix, all rights reserved
Internal & Customer facing applications
Wireframes
252017 © Humix, all rights reserved
ROI of UX
262017 © Humix, all rights reserved
Reduce development time
272017 © Humix, all rights reserved
User Acceptance, projects fail without happy
users.
282017 © Humix, all rights reserved
70%
Of projects fail due
to lack of user acceptance
Lower support calls/ trainingcosts
292017 © Humix, all rights reserved
Enlarge user efficiency
302017 © Humix, all rights reserved
31
Because it’ all about
the User!
Lonneke.spinhof@humix.be
www.humix.be
@HumixBE
@LonnekeSpinhof
2017 © Humix, all rights reserved

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A user centred CRM

Editor's Notes

  • #3: It is not because a product contains all the defined features that work according to the requirements a product is usable for the end user. User centred design makes the bridge between technology, business and end user.
  • #6: Effectiveness: the accuracy and completeness with which specified users can achieve specified goals in paricular environments Efficiency: the resources expended in relation to the accuracy and completeness of goals achieved Satisfaction: the comfort and acceptability of the work system to its users and other people affected by its use
  • #7: Mistake #1: Thinking that because something is easy to use, it’s a good user experience Mistake #2: Thinking a beautiful design will be magically easy or intuitive to use
  • #17: Scope definition. What’s is really behind the question, do we really need what’s asked or is there a better solution for the problem/need? What are the reasons and expectations from the business Are there any technical issues we know already? Are there strict time and/or budget constraints we need to take into account?
  • #18: The different user groups you define here are not necessarily the same as defined by marketing. Especially in b2b products, marketing will aim at the managers who will decide if a product is bought. They are often not the people who will use the product. People don’t use products, websites and software just for the sake of using, they have goals they want to reach, often goals can be separated into tasks/steps. Goals can be: enjoy playing a game, buying a t-shirt, printing a document, filing expenses,... Which tools do they use currently The environment where a product is used can bring many constraints, open plan office, a construction site, small desk,...
  • #19: Contextual Inquiry 3 markets, UK, Belgium & Germany (+/- 15md 18 dealers) Different habits, different systems used in connection with the Siebel application, different national instructions Where the application is more or less the same the environment determines differences in use
  • #20: When / why Looking for consensus and/or group input Limited time & budget
  • #21: User interfaces should place the main focus on the primary tasks but also cater for the secundary tasks (long neck principle) All (primary) tasks need to be divided into subtasks/steps
  • #22: Visitors come for almost the same things to your mobile as to your website, except for more “application” like actions such as creating extensive documents, difficult image adjustments,… So translate the focus of your mobile experience to your website. Do take into account the specifics of your users, website, application & business
  • #24: How will users navigate through the application? Define interaction elements