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HOW TO HELP
OUR CLIENTS
MAKE DESIGN
DECISIONS
C O N V E Y U X 2 0 1 8
Reduce friction on
the road to execution
Sol Mesz
Hola!
• 15+ years as Product Manager
• Partner and Director of
Product Strategy at Kambrica,
one of the leanding UX
consultancies in Argentina.
• https://www.linkedin.com/in/
solmesz/
WHY WE NEED TO HELP
OUR CLIENTS MAKE DESIGN
DECISIONS
• The client is always part of the
decision making process
WHY WE NEED TO HELP
OUR CLIENTS MAKE DESIGN
DECISIONS
• The client is always part of the
decision making process
• …but design decisions fall outside of
their area of expertise. That’s why
they choose based on aesthetics, the
competition, their own ideas, their
spouses suggestion...
WHY WE NEED TO HELP
OUR CLIENTS MAKE DESIGN
DECISIONS
• The client is always part of the
decisión making process
• …but the design decisions fall
outside of their area of expertise.
• And we need to help them choose
well because ultimately, design
decisions are business decisions.
WHY WE NEED TO HELP
OUR CLIENTS MAKE DESIGN
DECISIONS
• The client is always part of the
decisión making process
• …but the design decisions fall outside
of their area of expertise.
• And we need to help them choose
well because ultimately, design
decisions are business decisions.
• Architecting for decision making is
a win/win/win for designers, clients
and users.
“A decision is a choice between two or more
options that involve an irrevocable allocation
of resources”
“A decision is a choice between two or more
options that involve an irrevocable allocation
of resources”
DECISION OUTCOME≠
DECISION OUTCOME≠
BADGOOD
DECISION OUTCOME≠
GOODBAD
DECISION OUTCOME=
RESEARCH DECISION TEST
ELEMENTS OF A DECISION
DECISION MAKER
FRAME
ALTERNATIVES
DECISION MAKING
CRITERIA
INFORMATION
PREFERENCES
ELEMENTS OF A DECISION
DECISION MAKER
FRAME
ALTERNATIVES
DECISION MAKING
CRITERIA
INFORMATION
PREFERENCES
CLIENTS
Focuses on
visual impact
HOW CAN WE HELP
A CLIENT THAT…
The Client
• Hires UX but wants UI. He’s after
visual impact.
• Thinks that UX is the new cool
name for Visual Design.
• Thinks “good looks” = good
usability
• His decision-making criteria is
based on visual impact, so if UX
decisions conflict with UI, UX
will lose.
The Project: Redesign of
a Project Management
System
Usability was key:
• The previous system was abandoned for
being un-usable. It was replaced by XLS.
• Usage of new system was key to show ROI.
Productivity was key:
• Internal users.
• Users need to input large amounts of data
per Project.
• Small window of time to enter projects
Too white
Needs design
Not disruptive
Focus on UX (productivity)
F I R S T P R O P O S A L
I like it!
Focus on UI (visual impact)
S E C O N D P R O P O S A L
Lighter
less visual impact, easier to read
Heavier
more visual impact, harder to read
BACKGROUND AND CONTRAST
D E S I G N C R I T E R I A
BACKGROUND AND CONTRAST
USABILITY VS VISUAL IMPACT
D E S I G N D I M E N S I O N
Visualimpact
Usability
T H E S O L U T I O N
• Make the Client part of the
design process.
• Rationalize the design process:
• Define decision-making
criteria
• Present options mapped to
those criteria.
When the client focuses on visual impact…
This helped the client chose based on
design criteria vs “I like it”
Is attached to
a specific idea
HOW CAN WE HELP
A CLIENT THAT…
The Client
• He knows what he wants. In
fact, he’s attached to his idea.
• It is hard to present them with
other options.
• If the design doesn’t match his
idea, it will be rejected.
The Project: Redesign of
a records management
system
• Original design emulated a
system designed for a different
market.
• Underperfomed on key
business metrics.
Designing for Design Decision Making
Designing for Design Decision Making
Usability testing
RESEARCH INSIGHTS IDEATION PROTOTYPE
BUILD THE RIGHT THING BUILD THE THING RIGHT
T O O L S
Design Studio
Participants:
• Product decision makers
• IT and Customer support teams
• Doctors
This allowed the Client to see
how users would design the
tool.
Design ideation vs design
performance.
Designing for Design Decision Making
Designing for Design Decision Making
Results
Performance of the new design 3 months after launch
123%
Adoption Onboarding
and use
200%
Form
completion
160% -
690%
T H E S O L U T I O N
• Don’t focus on how design
performs. Show how design
emerges.
• Make the Client part of the
design generation process.
• Co-design techniques
When the client is attached to his idea…
Wants design to
solve a product
problem
HOW CAN WE HELP
A CLIENT THAT…
The Client
• The client thought he had a
design problem, but in fact was
a business problem.
• This was a case of product
definition rather than design
decisions.
The Project: Analytics
for physical stores
• Users were not analytics users.
• Made decisions based on
experience and sales data not
analytics.
• As a result, they didn’t have a
frame of reference for this type
of product.
• The challenge was to create a
mental model
T O O L S
Invert the design process
Instead of learning to build…
MEASURELEARN
BUILD
T O O L S
Invert the design process
Instead of learning to build…
… build to learn.
MEASURELEARN
BUILD
T O O L S
“Design sorting”
(a combination of card sorting with
fragments of design)
This helped:
• The user understand the
product.
• The design and product teams
to obtain insights.
We used design to facilitate
product decisions
T H E S O L U T I O N
• Create references
• Use visual language
• “Use design to discuss design”
• Architect for learning +
discovery
When the product is new and users have no
frame of reference…
CONCLUSION
Design the design
process
MEASURELEARN
BUILD
Use soft skills before
technical skills.
Design the design
process
Be flexible.
Use process as a description,
not a prescription.
RESEARCH INSIGHTS IDEATION PROTOTYPE
BUILD THE RIGHT THING BUILD THE THING RIGHT
Don’t make the design
process a black box
• Frame the problem
• State decision-making
criteria.
• Involve the Client in
the design decision-
making process.
Visualimpact
Usability
Make the Client part
of the design ideation
process
Involve rather than
educate.
Design for usability
Design for learning,
discovery, decision
making
Many thanks to…
• Santiago Bustelo
• Roman Paparella
• Team Kambrica
• Walter Becerra
• Juan Marcos Ortiz
• Yamila Martina
This presentation wouldn’t have
been possible without them.
¡MUCHAS
GRACIAS!
Sol Mesz
LinkedIn, Medium: Solmesz
Also: www.solmesz.com

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Designing for Design Decision Making

  • 1. HOW TO HELP OUR CLIENTS MAKE DESIGN DECISIONS C O N V E Y U X 2 0 1 8 Reduce friction on the road to execution Sol Mesz
  • 2. Hola! • 15+ years as Product Manager • Partner and Director of Product Strategy at Kambrica, one of the leanding UX consultancies in Argentina. • https://www.linkedin.com/in/ solmesz/
  • 3. WHY WE NEED TO HELP OUR CLIENTS MAKE DESIGN DECISIONS • The client is always part of the decision making process
  • 4. WHY WE NEED TO HELP OUR CLIENTS MAKE DESIGN DECISIONS • The client is always part of the decision making process • …but design decisions fall outside of their area of expertise. That’s why they choose based on aesthetics, the competition, their own ideas, their spouses suggestion...
  • 5. WHY WE NEED TO HELP OUR CLIENTS MAKE DESIGN DECISIONS • The client is always part of the decisión making process • …but the design decisions fall outside of their area of expertise. • And we need to help them choose well because ultimately, design decisions are business decisions.
  • 6. WHY WE NEED TO HELP OUR CLIENTS MAKE DESIGN DECISIONS • The client is always part of the decisión making process • …but the design decisions fall outside of their area of expertise. • And we need to help them choose well because ultimately, design decisions are business decisions. • Architecting for decision making is a win/win/win for designers, clients and users.
  • 7. “A decision is a choice between two or more options that involve an irrevocable allocation of resources”
  • 8. “A decision is a choice between two or more options that involve an irrevocable allocation of resources”
  • 13. ELEMENTS OF A DECISION DECISION MAKER FRAME ALTERNATIVES DECISION MAKING CRITERIA INFORMATION PREFERENCES
  • 14. ELEMENTS OF A DECISION DECISION MAKER FRAME ALTERNATIVES DECISION MAKING CRITERIA INFORMATION PREFERENCES
  • 16. Focuses on visual impact HOW CAN WE HELP A CLIENT THAT…
  • 17. The Client • Hires UX but wants UI. He’s after visual impact. • Thinks that UX is the new cool name for Visual Design. • Thinks “good looks” = good usability • His decision-making criteria is based on visual impact, so if UX decisions conflict with UI, UX will lose.
  • 18. The Project: Redesign of a Project Management System Usability was key: • The previous system was abandoned for being un-usable. It was replaced by XLS. • Usage of new system was key to show ROI. Productivity was key: • Internal users. • Users need to input large amounts of data per Project. • Small window of time to enter projects
  • 19. Too white Needs design Not disruptive Focus on UX (productivity) F I R S T P R O P O S A L
  • 20. I like it! Focus on UI (visual impact) S E C O N D P R O P O S A L
  • 21. Lighter less visual impact, easier to read Heavier more visual impact, harder to read BACKGROUND AND CONTRAST D E S I G N C R I T E R I A BACKGROUND AND CONTRAST
  • 22. USABILITY VS VISUAL IMPACT D E S I G N D I M E N S I O N Visualimpact Usability
  • 23. T H E S O L U T I O N • Make the Client part of the design process. • Rationalize the design process: • Define decision-making criteria • Present options mapped to those criteria. When the client focuses on visual impact… This helped the client chose based on design criteria vs “I like it”
  • 24. Is attached to a specific idea HOW CAN WE HELP A CLIENT THAT…
  • 25. The Client • He knows what he wants. In fact, he’s attached to his idea. • It is hard to present them with other options. • If the design doesn’t match his idea, it will be rejected.
  • 26. The Project: Redesign of a records management system • Original design emulated a system designed for a different market. • Underperfomed on key business metrics.
  • 29. Usability testing RESEARCH INSIGHTS IDEATION PROTOTYPE BUILD THE RIGHT THING BUILD THE THING RIGHT
  • 30. T O O L S Design Studio Participants: • Product decision makers • IT and Customer support teams • Doctors This allowed the Client to see how users would design the tool. Design ideation vs design performance.
  • 33. Results Performance of the new design 3 months after launch 123% Adoption Onboarding and use 200% Form completion 160% - 690%
  • 34. T H E S O L U T I O N • Don’t focus on how design performs. Show how design emerges. • Make the Client part of the design generation process. • Co-design techniques When the client is attached to his idea…
  • 35. Wants design to solve a product problem HOW CAN WE HELP A CLIENT THAT…
  • 36. The Client • The client thought he had a design problem, but in fact was a business problem. • This was a case of product definition rather than design decisions.
  • 37. The Project: Analytics for physical stores • Users were not analytics users. • Made decisions based on experience and sales data not analytics. • As a result, they didn’t have a frame of reference for this type of product. • The challenge was to create a mental model
  • 38. T O O L S Invert the design process Instead of learning to build… MEASURELEARN BUILD
  • 39. T O O L S Invert the design process Instead of learning to build… … build to learn. MEASURELEARN BUILD
  • 40. T O O L S “Design sorting” (a combination of card sorting with fragments of design) This helped: • The user understand the product. • The design and product teams to obtain insights. We used design to facilitate product decisions
  • 41. T H E S O L U T I O N • Create references • Use visual language • “Use design to discuss design” • Architect for learning + discovery When the product is new and users have no frame of reference…
  • 43. Design the design process MEASURELEARN BUILD Use soft skills before technical skills.
  • 44. Design the design process Be flexible. Use process as a description, not a prescription. RESEARCH INSIGHTS IDEATION PROTOTYPE BUILD THE RIGHT THING BUILD THE THING RIGHT
  • 45. Don’t make the design process a black box • Frame the problem • State decision-making criteria. • Involve the Client in the design decision- making process. Visualimpact Usability
  • 46. Make the Client part of the design ideation process Involve rather than educate.
  • 47. Design for usability Design for learning, discovery, decision making
  • 48. Many thanks to… • Santiago Bustelo • Roman Paparella • Team Kambrica • Walter Becerra • Juan Marcos Ortiz • Yamila Martina This presentation wouldn’t have been possible without them.
  • 49. ¡MUCHAS GRACIAS! Sol Mesz LinkedIn, Medium: Solmesz Also: www.solmesz.com