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Channels and
Models and
Maps, Oh My
Key Impressions of IA Summit 2012
    Jen Vetterli
    @jenvetterlicom | http://ca.linkedin.com/in/jenvetterli | http://www.slideshare.net/jenvetterli
http://www.pdphoto.org/PictureDetail.php?mat=&pg=8882
IA Summit 2012 was about:



Experience
          Across
  Channels
http://www.slideshare.net/bobbywatson/a-different-grid-multichannel-service-design-the-african-way
http://www.slideshare.net/morville/ubiquitous-ia-crosschannel-strategy
http://www.slideshare.net/ptquattlebaum/orchestrate-againstatomism-with-notes-copy
• Common challenges
• Common themes
• Common toolsets


We’re all doing it…
Multi-Channel
      ≠
Cross-Channel
Challenges:




              Via http://www.slideshare.net/morville/design-for-crosschannel-experiences
3 Key Themes:


    Content
    Context
  Organization
      The
Content
http://www.slideshare.net/KMcGrane/adapting-ourselves-to-adaptive-content-12133365
http://www.slideshare.net/KMcGrane/adapting-ourselves-to-adaptive-content-12133365
COPE =



   Create Once,
Publish Everywhere
• Multiple sizes
     • “Truncation is not a content strate…”
• Meaningful metadata
     • Descriptive
     • Administrative
     • Structural
• Written for reuse
     • Chunks, not pages
• Better CMS workflow



COPE
Context
http://natalieshell.com/wp-content/uploads/2011/03/flat-earth.jpg




Myths
•   Mobile = On-the-Go
•   Mobile = Rushed + Distracted
•   Mobile < Desktop
•   Mobile = Separate Website
•   Mobile = App
•   Tablet ≥ Cellphone
•   Tablet < PC
•   Complexity = Bad
•   Extra Taps or Clicks = Bad



Myths
http://mail.colonial.net/~hkaiter/astronomyimagesC/planets2.jpg




Context
• Place
     • Location
     • Goals
     • Channels available
• Mindset
     • State of mind
     • Impact on Success
     • Desired state
• Social
     • Peer pressure
     • Public/Private
     • Platform expectations


Context
Organization
 The
http://www.slideshare.net/morville/design-for-crosschannel-experiences




Break Down the Silos
•   What is the value proposition to the customer?
•   How do the you build in customer retention?
•   How do you scale?
•   How do you measure success?




Examine the
Business Model
• Provide a vision   • Share
• Seek clarity       • Be Transparent
• Listen             • Evangelize




Communicate,
Collaborate, Facilitate
Tools
Tools:
                     Persona
                             Campaign Experience Map
 Cross-Channel Blueprint
                  System Model    Service Blueprint
 Org Chart
          Customer Journey Map
    Touchpoint Matrix
                 Marketing Alignment Map

 Business Model Canvas Rich Picture
                        Service Inventory
• Narrative
• Relationships
• Touchpoints




Customer Journey Map
http://blogs.hbr.org/cs/2010/11/using_customer_journey_maps_to.html
•   Value proposition
•   Infrastructure
•   Customers
•   Finances




Business Model Canvas
http://www.businessmodelgeneration.com/canvas
• Tasks
• Channels
• Priorities




Cross-Channel Blueprint
http://tylertate.com/blog/2012/02/21/cross-channel-ia-blueprint.html
Questions?
IA Summit 2012 sessions referenced in this talk
•Design for Cross-Channel Experiences
    http://www.slideshare.net/morville/design-for-crosschannel-experiences
    •Strategic User Experience (this deck is not from IA Summit – a similar deck was presented)
    http://www.slideshare.net/leisa/strategic-ux-ux-cambridge-nov-2011
•Adapting Ourselves to Adaptive Content
    http://www.slideshare.net/KMcGrane/adapting-ourselves-to-adaptive-content-12133365
•Better Cross-Channel Experiences with Metadata
    http://www.slideshare.net/aungstad/better-crosschannel-experiences-with-metadata-information-architecture-summit-2012
•The Myths of Mobile Context
    http://globalmoxie.com/jhc/prez/mobile-myths.pdf
•Beyond Channels: Context is King
    http://speakerdeck.com/u/wallowmuddy/p/forget-channels-context-is-king
•Modeling Systems for Information Architecture
    http://www.slideshare.net/sorenmuus/modeling-systems-cxjourney
•More with Less: Make Better Products by Making Companies Better
    http://www.slideshare.net/willsansbury/more-with-less-making-better-products-by-making-companies-better




Links
All IA Summit 2012 Decks
    http://lanyrd.com/2012/iasummit/coverage/




Other resources referenced in this talk
•Using Customer Journey Maps to Improve Customer Experience
    http://blogs.hbr.org/cs/2010/11/using_customer_journey_maps_to.html
•The Business Model Canvas
    http://www.businessmodelgeneration.com/canvas
•Cross-Channel Blueprints: A tool for modern IA
    http://tylertate.com/blog/2012/02/21/cross-channel-ia-blueprint.html




Links
Jen Vetterli
•Twitter: @jenvetterlicom
•LinkedIn: http://ca.linkedin.com/in/jenvetterli
•Slideshare: http://www.slideshare.net/jenvetterli




Thank You!

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IA Summit 2012 Redux

Editor's Notes

  • #5: The thing with channels is that it can be relatively simple – mobile on a few different types of devices + the web
  • #6: More complex view of channels – many more places to interact, but focus still on digital
  • #7: Really complex – beyond digital
  • #8: Regardless of scale, many of the challenges are fairly universal One this immediately apparent from the conference was that the same themes kept popping up over and over Many of the tools and techniques were the same
  • #9: One concept that many people addressed right away was that multi-channel is not the same thing as cross channel Multi-channel = same thing in multiple channels - choose 1 channel to perform a task Cross-channel = different features on different platforms – use multiple channels to complete a task Multi-channel – responsive web design Cross-channel – Apple eco-system – iPod vs. iTunes desktop software vs. iTunes store
  • #10: Many challenges and barriers also universal Organization structure – we get in our own way Complexity – this isn’t easy – takes thought, collaboration, planning Different data sources The key themes that arose addressed these top challenges
  • #11: Key themes that stuck in my mind were content, context, the organization Several of the talks were also about systems and complexity
  • #13: Content is at the hub of everything
  • #14: Karen McGrane’s talk was a real standout, with her NPR case study being really compelling NPR had to pull in content from a number of sources and then push it out everywhere This diagram doesn’t quite do it justice, as you don’t see other channels like podcasts via iTunes and syndicated content on affiliate websites
  • #15: The approach McGrane is advocating is COPE = Create Once, Publish Everywhere Anyone who remembers Ann Rockley’s work with single sourcing for publications back in the late 90s/early 2000s recognizes this approach immediately
  • #16: Key pillars of the approach are multiple sizes, tagging everything with metadata, writing for reuse, and having a CMS that strongly supports workflow Multiple sizes – depending on the channel, the size of the “bucket” available for a particular type of content can vary – product description – high level vs. detailed Descriptive metadata data – date, colour, category – it identifies objects – enables context Administrative metadata – access rights, content owner expiry dates – enables consistency – often used in workflow Structural metadata identifies composition of compound objects e.g a news article – enables interoperability Written for reuse – separate form from presentation Better, easier-to-use CMS: Happy content authors produce better content
  • #18: Myths vs. reality Can start with a simplistic view regarding context that doesn’t hold up
  • #20: Context really isn’t so simple – Earth is big compared to us, but not compared to Jupiter
  • #21: People 89% use mobile at home – phone is nearby, computer is not Mindset – what you want to do – sets priority for features to surface on mobile; you might be bored, not rushed People consume content on tablets
  • #23: Currently in organizations, different groups have different goals and incentives – often motivated to break the cross-channel experience Samantha Starmer, REI Moved all content creators from different channels into one group Aligned vocabularies across these channels How do you display a URL on store signage, on a receipt, with a QR code
  • #24: “ When people at the top start thinking about their business model is when organizational changes can happen” - Peter Morville
  • #25: Role of UX group as facilitators who lead and enable conversations Vision, and strategy, guide the experience Seeking clarity was essential for ensuring that you build the right thin Who – if you know, leads to scope creeps, building features for edge cases What – eg. Build a chair – what kind of chair – leads to poor requirements and lack of priorities Why – arguments of how requirements are interpreted – build to the letter, rather than focussing on the user Starmer talked about the importance of sharing, both tools and success stories
  • #27: Many, many tools – most are familiar
  • #29: Customer journeys focus on Relationships Narrative – series of events Touchpoints Lots of different ways to do this Mentioned by many different people Drives discussion
  • #31: Another discussion tool Understand the business Ask “naïve” questions
  • #33: High level view of tasks and how they map to channels Priorities by task, by channel Shared components across channels