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Designing the User Experience
Jason Wehmhoener and Nadine Schaeffer, Cloudforest Design

November 7, 2012
Designing the
User Experience
✤   Goals

✤   Methods

    ✤   Research

    ✤   Design

    ✤   Validation

✤   Engaging a Designer

✤   Resources
Goals

✤   Useful

✤   Usable

✤   Desirable

✤   Findable

✤   Accessible

✤   Credible

✤   Valuable              Peter Morville’s User Experience Honeycomb
                 http://semanticstudios.com/publications/semantics/000029.php
Research
Research

✤   Who are our users?

✤   What are their tasks?

✤   How do our users think about
    their tasks?

✤   Where do our user’s tasks
    intersect with our product?

✤   How can our product make our
    user’s tasks easier and more
    enjoyable to accomplish?
                                                      Catching up on e-mail
                                   http://www.flickr.com/photos/yourdon/2715583000/lightbox/
Who are our
users?
✤   A persona is a fictional person who represents
    a major user group for your site. Personas
    generally include the following attributes:

    ✤   Name & photo

    ✤   Demographics (age, education, ethnicity,
        family status, income, etc)

    ✤   Job title & responsibilities

    ✤   Goals

    ✤   Tasks

    ✤   Work environment

    ✤   Characteristic quote
Surveys and
interviews
✤   Surveys are useful tools for
    measuring attitudes or
    collecting self-reported data.

✤   Interviews can offer greater
    opportunity for dialog, deeper
    exploration of issues.

✤   Both techniques rely on
    participants to clearly
    understand and honestly
    report their perspective.
What are our
users’ tasks?
✤   Scenarios are a story or narrative
    that describes a persona’s:

    ✤   goals and motivations

    ✤   tasks

    ✤   the steps of interaction
        involved in carrying out those
        tasks

✤   Enough detail to make the story
    compelling, not overwhelming
Interested
                                                              Lead Gen         Flow



What are our                                                Required info?
                                                                                  Street Address?
                                                                                  Phone Number?
                                                                                  Annual kWh?




users’ tasks?
                                                     No                  Yes
                                                                                                                                              Scr

                                                                      Opportunity in Salesforce                        BB1 Scope    Edit       Ne

                                             Mailing List
                                                                                                                                   Opportunities
                                                             Cross-Reference with Home Ownership DB




                                                                         Provisional Ranking

                                                                                                                                   Projects     Cu

                                                                              Create Design                                        Site      Design


✤   User flows describe the            Ranked
                                                                                Rank Lead

    interactions required by the
    users’ tasks in greater detail                          No               Above Threshold?
                                                                                                   Yes


                                                                                            Contact Customer
✤   Emphasis is on decision points,
    requirements for forward                                                                  Discuss Pricing                      Pricing



    progress, and potential error     Designed
                                                                                  Select Offers & Generate Proposals
                                                                                                                             Yes


    states
                                                                                            Present Proposals                      Proposals


                                      Sold
                                                                                            Capture Signature                      Signature


                                      Measured
                                                                                              Perform eAudit
Setup
                                     User: Super


How do our users
                                     Admin, Auditor
                                     Tasks: Setup                            Logo/Colors

                                     Users, Billing


think about their tasks?
                                     Contexts, Groups,       Portal           IP Ranges        Admin
                                     Budget, and Portal
                                     Configuration           Users               Role         Developer



                                                            Groups               ACL           Auditor


                                                            Billing
                                                           Contexts            Allocate      Thresholds     Email


                                                  Setup     Budget             Policies       Triggers     Digest


                                                          Reporting          Notifications     Method        TXT
✤   A concept model can be used to                        Monitoring                            Key
                                                                                                          Key Server

    describe the structure of the                         Virtual Data        Security/
                                                                                             Management


                                                                                                VPN

    objects that make up a system
                                                             Center           Network


                                                           Support                            Network /
                                                                                                            Type         Co

    and their relationships with
                                                                                               Zones


                                                                                             Encryption   IP Address     Ba

    one another
                                                                               Region         US West      Firewall     Cus



                                                                                              US East
✤   Concept models help designers
                                                                                                 EU

    frame the design problem and
    understand the problem
    domain
                                     Provision Workloads                                                        Dashb
                                     User:                                                                      User: All Us
                                     Developer                        Workload/Vapp                             Scope varie
How do our users
think about their tasks?

✤   A mental model is a set of
    beliefs held by a particular user
    about a system they are using.

✤   In a poorly designed system the
    user’s mental model may vary
    from the system’s underlying
    concept model by a great deal

✤   By seeking to understand users’
    mental models, we can adjust
    the concepts our system is
    based on in order to more
    closely meet expectations.
Ethnography

✤   Ethnography is the process of
    conducting user research in
    natural real world settings with
    the goal of gaining a
    descriptive understanding of
    the subject’s tasks from their
    point of view.

✤   The ethnographer aims to take
    a holistic perspective that
    places the subject’s behavior in
    context.
Customer journey map
A customer journey map describes the different touch points that characterize the customer’s interaction with the service.
Prototyping

✤   Prototyping is useful for
    exploring potential solutions to
    a problem in the context of a
    tight feedback and iteration
    loop

✤   Fidelity (low, medium, high)

    ✤   Visual

    ✤   Functional

    ✤   Content
Design
Information
Architecture

✤   Information architecture is....

✤   Information architecture
    deliverables can include:

    ✤   Concept maps

    ✤   Site/application architecture
        maps

    ✤   Navigation wireframes
Content
Strategy
✤   Good content is appropriate, useful,
    user centered, clear, consistent, concise,
    and supported

✤   Create Once Publish Everywhere
    (COPE)

✤   Separate content from presentation

✤   Content strategy deliverables can
    include:

    ✤   Content inventory

    ✤   Content analytics and search metrics

    ✤   Editorial style guide
Interaction
Design

✤   Interaction design (IxD) defines
    the structure and behavior of
    interactive systems.

✤   IxD deliverables can include:

    ✤   Wireframes

    ✤   Specifications

    ✤   Prototypes
Graphic Design

✤   Graphic designers use image and
    typography as a foundation for
    creating communication tools
    that convey a message from a
    client to an audience.

✤   Graphic design deliverables can
    include:

    ✤   Photoshop or Fireworks comps

    ✤   Specifications

    ✤   Production graphics
Validation
Usability
Testing
✤   Usability testing is the process of observing
    users as they attempt to successfully complete
    the system’s tasks.

✤   Usability test goals can include:

    ✤   noticing user difficulty with specific tasks
        or their interactions

    ✤   exploring alternative implementations of a
        specific set of functionality, content or
        appearance

✤   Observations should be recorded in detail for
    later analysis

✤   Analysis should result in a set of clear
    recommendations for actions that can be taken
    to increase the system’s usability, or at
    minimum suggest direction for future design
    exploration.
A/B Testing & Other
Optimization
Techniques
✤   A/B or split testing compares the
    effectiveness of two versions of a marketing
    communication to determine which version
    results in a better response or conversion
    rate.

✤   A small percentage of users are shown an
    alternate version and response/conversion
    metrics are recorded.

✤   Advanced optimization software can make
    the process of running through a series of
    tests much faster by automating the
    promotion of successful versions.

✤   A may perform better for one audience
    segment, while B performs better for another,
    opens the door to automated optimization
    based on audience segmentation.
Analytics
✤   Click tracking can assist site owners in their efforts
    to understand:

    ✤   navigation patterns

    ✤   terminology preferences (via search logs)

    ✤   the value of specific types of content or
        individual content or advertising assets

    ✤   where customers are falling out of a
        conversion funnel

    ✤   demographic usage patterns

    ✤   seasonal usage patterns

    ✤   lifetime value of individual customers or
        customer types

    ✤   many other narratives unique to your business
The Design Team


   Client        Design     Information    Interaction
                                                         Engineering
Stakeholders   Management   Architecture     Design




                  User        Content       Graphic
   Users                                                  Analytics
                Research      Strategy      Design
Engaging a designer
✤   Be prepared

    ✤   Are all team members in place at the start of the project?

    ✤   Do you have clearly defined personas and scenarios for your product? If not, are you prepared to engage in
        an ethnographic research project in order to understand your users in the context in which they will be
        carrying out their tasks?

    ✤   If our goal is to improve the design of an existing product, are you prepared to examine and address gaps
        between the concept model underlying the design of your product and the mental model your users employ
        as they complete their tasks? Is your product architecture capable of adapting to changing requirements?

✤   Plan to iterate

    ✤   Get feedback from actual users on changes in design direction.

    ✤   Systematically incorporate feedback in each revision of the design.

    ✤   There is always room for improvement. Don’t let perfect be the enemy of good.

    ✤   Pay attention to and learn from the behavior of your users.
Resources

✤   Shopping for Innovation: What you need to know before hiring a design firm
    http://www.core77.com/reactor/11.05_shopping.asp
    Note the “Hollywood Model” (our preferred method for team building)

✤   AIGA: How to hire a [graphic] designer
    http://www.aiga.org/how-to-hire-a-designer/

✤   The User Experience Team Kit: How to hire a UX team and incorporate user-centered design methods into
    your software development lifecycle process
    http://ixda.org/sites/default/files/UX_Kit_Aug09.pdf

✤   The T-Model and strategies for hiring IA practictitioners
    http://uxmatters.com/mt/archives/2011/10/the-t-model-and-strategies-for-hiring-ia-practitioners-
    part-1.php

✤   Taking the mystery out of hiring UX talent
    http://uxmag.com/articles/taking-the-mystery-out-of-hiring-user-experience-talent

✤   Designing the right team for UX: an art and a science
    http://uxmag.com/articles/designing-the-right-team-for-ux
Thank you
http://cloudforestdesign.com

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Designing the User Experience

  • 1. Designing the User Experience Jason Wehmhoener and Nadine Schaeffer, Cloudforest Design November 7, 2012
  • 2. Designing the User Experience ✤ Goals ✤ Methods ✤ Research ✤ Design ✤ Validation ✤ Engaging a Designer ✤ Resources
  • 3. Goals ✤ Useful ✤ Usable ✤ Desirable ✤ Findable ✤ Accessible ✤ Credible ✤ Valuable Peter Morville’s User Experience Honeycomb http://semanticstudios.com/publications/semantics/000029.php
  • 5. Research ✤ Who are our users? ✤ What are their tasks? ✤ How do our users think about their tasks? ✤ Where do our user’s tasks intersect with our product? ✤ How can our product make our user’s tasks easier and more enjoyable to accomplish? Catching up on e-mail http://www.flickr.com/photos/yourdon/2715583000/lightbox/
  • 6. Who are our users? ✤ A persona is a fictional person who represents a major user group for your site. Personas generally include the following attributes: ✤ Name & photo ✤ Demographics (age, education, ethnicity, family status, income, etc) ✤ Job title & responsibilities ✤ Goals ✤ Tasks ✤ Work environment ✤ Characteristic quote
  • 7. Surveys and interviews ✤ Surveys are useful tools for measuring attitudes or collecting self-reported data. ✤ Interviews can offer greater opportunity for dialog, deeper exploration of issues. ✤ Both techniques rely on participants to clearly understand and honestly report their perspective.
  • 8. What are our users’ tasks? ✤ Scenarios are a story or narrative that describes a persona’s: ✤ goals and motivations ✤ tasks ✤ the steps of interaction involved in carrying out those tasks ✤ Enough detail to make the story compelling, not overwhelming
  • 9. Interested Lead Gen Flow What are our Required info? Street Address? Phone Number? Annual kWh? users’ tasks? No Yes Scr Opportunity in Salesforce BB1 Scope Edit Ne Mailing List Opportunities Cross-Reference with Home Ownership DB Provisional Ranking Projects Cu Create Design Site Design ✤ User flows describe the Ranked Rank Lead interactions required by the users’ tasks in greater detail No Above Threshold? Yes Contact Customer ✤ Emphasis is on decision points, requirements for forward Discuss Pricing Pricing progress, and potential error Designed Select Offers & Generate Proposals Yes states Present Proposals Proposals Sold Capture Signature Signature Measured Perform eAudit
  • 10. Setup User: Super How do our users Admin, Auditor Tasks: Setup Logo/Colors Users, Billing think about their tasks? Contexts, Groups, Portal IP Ranges Admin Budget, and Portal Configuration Users Role Developer Groups ACL Auditor Billing Contexts Allocate Thresholds Email Setup Budget Policies Triggers Digest Reporting Notifications Method TXT ✤ A concept model can be used to Monitoring Key Key Server describe the structure of the Virtual Data Security/ Management VPN objects that make up a system Center Network Support Network / Type Co and their relationships with Zones Encryption IP Address Ba one another Region US West Firewall Cus US East ✤ Concept models help designers EU frame the design problem and understand the problem domain Provision Workloads Dashb User: User: All Us Developer Workload/Vapp Scope varie
  • 11. How do our users think about their tasks? ✤ A mental model is a set of beliefs held by a particular user about a system they are using. ✤ In a poorly designed system the user’s mental model may vary from the system’s underlying concept model by a great deal ✤ By seeking to understand users’ mental models, we can adjust the concepts our system is based on in order to more closely meet expectations.
  • 12. Ethnography ✤ Ethnography is the process of conducting user research in natural real world settings with the goal of gaining a descriptive understanding of the subject’s tasks from their point of view. ✤ The ethnographer aims to take a holistic perspective that places the subject’s behavior in context.
  • 13. Customer journey map A customer journey map describes the different touch points that characterize the customer’s interaction with the service.
  • 14. Prototyping ✤ Prototyping is useful for exploring potential solutions to a problem in the context of a tight feedback and iteration loop ✤ Fidelity (low, medium, high) ✤ Visual ✤ Functional ✤ Content
  • 16. Information Architecture ✤ Information architecture is.... ✤ Information architecture deliverables can include: ✤ Concept maps ✤ Site/application architecture maps ✤ Navigation wireframes
  • 17. Content Strategy ✤ Good content is appropriate, useful, user centered, clear, consistent, concise, and supported ✤ Create Once Publish Everywhere (COPE) ✤ Separate content from presentation ✤ Content strategy deliverables can include: ✤ Content inventory ✤ Content analytics and search metrics ✤ Editorial style guide
  • 18. Interaction Design ✤ Interaction design (IxD) defines the structure and behavior of interactive systems. ✤ IxD deliverables can include: ✤ Wireframes ✤ Specifications ✤ Prototypes
  • 19. Graphic Design ✤ Graphic designers use image and typography as a foundation for creating communication tools that convey a message from a client to an audience. ✤ Graphic design deliverables can include: ✤ Photoshop or Fireworks comps ✤ Specifications ✤ Production graphics
  • 21. Usability Testing ✤ Usability testing is the process of observing users as they attempt to successfully complete the system’s tasks. ✤ Usability test goals can include: ✤ noticing user difficulty with specific tasks or their interactions ✤ exploring alternative implementations of a specific set of functionality, content or appearance ✤ Observations should be recorded in detail for later analysis ✤ Analysis should result in a set of clear recommendations for actions that can be taken to increase the system’s usability, or at minimum suggest direction for future design exploration.
  • 22. A/B Testing & Other Optimization Techniques ✤ A/B or split testing compares the effectiveness of two versions of a marketing communication to determine which version results in a better response or conversion rate. ✤ A small percentage of users are shown an alternate version and response/conversion metrics are recorded. ✤ Advanced optimization software can make the process of running through a series of tests much faster by automating the promotion of successful versions. ✤ A may perform better for one audience segment, while B performs better for another, opens the door to automated optimization based on audience segmentation.
  • 23. Analytics ✤ Click tracking can assist site owners in their efforts to understand: ✤ navigation patterns ✤ terminology preferences (via search logs) ✤ the value of specific types of content or individual content or advertising assets ✤ where customers are falling out of a conversion funnel ✤ demographic usage patterns ✤ seasonal usage patterns ✤ lifetime value of individual customers or customer types ✤ many other narratives unique to your business
  • 24. The Design Team Client Design Information Interaction Engineering Stakeholders Management Architecture Design User Content Graphic Users Analytics Research Strategy Design
  • 25. Engaging a designer ✤ Be prepared ✤ Are all team members in place at the start of the project? ✤ Do you have clearly defined personas and scenarios for your product? If not, are you prepared to engage in an ethnographic research project in order to understand your users in the context in which they will be carrying out their tasks? ✤ If our goal is to improve the design of an existing product, are you prepared to examine and address gaps between the concept model underlying the design of your product and the mental model your users employ as they complete their tasks? Is your product architecture capable of adapting to changing requirements? ✤ Plan to iterate ✤ Get feedback from actual users on changes in design direction. ✤ Systematically incorporate feedback in each revision of the design. ✤ There is always room for improvement. Don’t let perfect be the enemy of good. ✤ Pay attention to and learn from the behavior of your users.
  • 26. Resources ✤ Shopping for Innovation: What you need to know before hiring a design firm http://www.core77.com/reactor/11.05_shopping.asp Note the “Hollywood Model” (our preferred method for team building) ✤ AIGA: How to hire a [graphic] designer http://www.aiga.org/how-to-hire-a-designer/ ✤ The User Experience Team Kit: How to hire a UX team and incorporate user-centered design methods into your software development lifecycle process http://ixda.org/sites/default/files/UX_Kit_Aug09.pdf ✤ The T-Model and strategies for hiring IA practictitioners http://uxmatters.com/mt/archives/2011/10/the-t-model-and-strategies-for-hiring-ia-practitioners- part-1.php ✤ Taking the mystery out of hiring UX talent http://uxmag.com/articles/taking-the-mystery-out-of-hiring-user-experience-talent ✤ Designing the right team for UX: an art and a science http://uxmag.com/articles/designing-the-right-team-for-ux

Editor's Notes

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  • #4: User Experience: Every aspect of the user’s interaction with a product, service, or company that make up the user’s perceptions of the whole. User experience design as a discipline is concerned with all the elements that together make up that interface, including layout, visual design, text, brand, sound, and interaction.\n\nUseful. As practitioners, we can't be content to paint within the lines drawn by managers. We must have the courage and creativity to ask whether our products and systems are useful, and to apply our deep knowledge of craft and medium to define innovative solutions that are more useful.\n\nUsable. Ease of use remains vital, and yet the interface-centered methods and perspectives of human-computer interaction do not address all dimensions of web design. In short, usability is necessary but not sufficient.\n\nDesirable. Our quest for efficiency must be tempered by an appreciation for the power and value of image, identity, brand, and other elements of emotional design.\nFindable. We must strive to design navigable web sites and locatable objects, so users can find what they need.\n\nAccessible. Just as our buildings have elevators and ramps, our web sites should be accessible to people with disabilities (more than 10% of the population). Today, it's good business and the ethical thing to do. Eventually, it will become the law.\n\nCredible. Thanks to the Web Credibility Project, we're beginning to understand the design elements that influence whether users trust and believe what we tell them.\n\nValuable. Our sites must deliver value to our sponsors. For non-profits, the user experience must advance the mission. With for-profits, it must contribute to the bottom line and improve customer satisfaction.\n
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  • #7: A persona usually includes a name and a picture. You will need to add some demographics such as age, education, ethnicity, or family status. Give the persona a job title and include their major responsibilities. Include the goals and tasks they are trying to complete using the site and their environment (i.e., physical, social, and technological). Also you can include a quote that sums up what matters most to the persona as it relates to your site.\n
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