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MOBILE FIRST
An Intro to UX & Content Strategy Best Practices for the Mobile Web

Kerry Carnahan Ellis & Nicolas Perner - 27 Feb 2014
1
📱
MOBILE FIRST
iPhone, anyone?

2
📱
MOBILE FIRST
…and second, and third

3
WHAT IS MOBILE FIRST?
Thank you, Mr. Wroblewski!

http://www.lukew.com/ff/entry.asp?933

4
THREE RATIONALES
For Mobile First Methodology

» Greater Opportunity
» Better Focus
» More Innovation

5
OPPORTUNITY
Some Stats

1. Nearly half of all American kids want an iPad for Christmas
2. Global mobile traffic now represents roughly 13% of Internet
traffic
3. Nearly a third of all American adults own a tablet or e-reader
4. There are 5 billion mobile phone users in the world, but only 1
billion smartphone users
5. Android is growing after than anything

http://www.forbes.com/sites/parmyolson/2012/12/04/5-eye-opening-stats-that-show-the-world-is-going-mobile/

6
FOCUS
Removing distractions.

7
INNOVATION
What will “mobile” mean next?

8
SOME DEFINITIONS
Getting Buzzed…

9
RESPONSIVE DESIGN

10
GRACEFUL DEGRADATION

Where to start?

11
PROGRESSIVE ENHANCEMENT

Where to start?

12
I’M IN. NOW WHAT?!
Let’s think differently. Some best practices and process.

13
MOBILE IS NOT THE “LITE“
VERSION OF YOUR SITE.

14
UNDERSTAND YOUR AUDIENCE
Who are we designing for?

» Motivations & Objectives
» Biographical Sketches
» Usage Contexts
» Domain Knowledge

15
DEFINE EXPERIENCE PRINCIPLES

16
Rail Europe Experience Map
Guiding Principles

People choose rail travel because it is
convenient, easy, and flexible.

Rail booking is only one part of people’s larger
travel process.

People build their travel plans over time.

People value service that is respectful, effective
and personable.

Customer Journey
STAGES

Research & Planning

RAIL EUROPE

Shopping

Enter trips

Research destinations, routes and products

Destination
pages

Review fares

Select pass(es)

Confirm
itinerary

Post-Booking, Pre-Travel

Delivery
options

Payment
options

Review &
confirm

Change
plans

Map itinerary
(finding pass)

Print e-tickets
at home

Web

FEELING

Check ticket
status

Google
searches

• What is the easiest way to get around Europe?
• Where do I want to go?
• How much time should I/we spend in each
place for site seeing and activities?

• I’m excited to go to Europe!
• Will I be able to see everything I can?
• What if I can’t afford this?
• I don’t want to make the wrong choice.

E-ticket Print
at Station

View
maps
Paper tickets
arrive in mail

Look up
timetables

Research
hotels

• I want to get the best price, but I’m willing to pay a
little more for first class.

• How much will my whole trip cost me? What are my
trade-offs?
• Are there other activities I can add to my plan?

• It’s hard to trust Trip Advisor. Everyone is
so negative.

• Keeping track of all the different products
is confusing.

• Am I sure this is the trip I want to take?

Follow-up on refunds for booking changes

Share
photos
Get stamp
for refund

Web

Share
experience
(reviews)

Buy additional
tickets

Kayak,
compare
airfare

Blogs &
Travel sites

Share experience

Activities, unexpected changes

May call if
difficulties
occur

Talk with
friends

Post Travel

Live chat for
questions

DOING

THINKING

Travel

Wait for paper tickets to arrive

Look up
time tables

raileurope.com
Plan with
interactive map

Booking

• Do I have everything I need?
• Rail Europe website was easy and friendly, but

• Do I have all the tickets, passes and reservations

web/
apps

Arrange
travel

Plan/
confirm
activities

Request
refunds

• I just figured we could grab a train but there are

• Trying to return ticket I was not able to use. Not

when an issue came up, I couldn’t get help.
• What will I do if my tickets don’t arrive in time?

• Am I on the right train? If not, what next?
• I want to make more travel plans. How do I

• People are going to love these photos!
• Next time, we will explore routes and availability

• Stressed that I’m about to leave the country

I need in this booking so I don’t pay more
shipping?
• Rail Europe is not answering the phone. How
else can I get my question answered?

not more trains. What can we do now?

sure if I’ll get a refund or not.

do that?

more carefully.

• I am feeling vulnerable to be in an unknown place in

• Excited to share my vacation story with

• Frustrated that Rail Europe won’t ship tickets

• Stressed that the train won’t arrive on time for my

• A bit annoyed to be dealing with ticket refund

to Europe.
• Happy to receive my tickets in the mail!

• Website experience is easy and friendly!
• Frustrated to not know sooner about which

• Meeting people who want to show us around is fun,

and Rail Europe won’t answer the phone.

tickets are eTickets and which are paper tickets.
Not sure my tickets will arrive in time.

the middle of the night.

my friends.

connection.

issues when I just got home.

serendipitous, and special.

Enjoyability

Enjoyability

Enjoyability

Enjoyability

Enjoyability

Enjoyability

Relevance of Rail Europe

Relevance of Rail Europe

Relevance of Rail Europe

Relevance of Rail Europe

Relevance of Rail Europe

Relevance of Rail Europe

Helpfulness of Rail Europe

EXPERIENCE

Mail tickets
for refund

Helpfulness of Rail Europe

Helpfulness of Rail Europe

Helpfulness of Rail Europe

Helpfulness of Rail Europe

Helpfulness of Rail Europe

Opportunities
GLOBAL

PLANNING, SHOPPING, BOOKING

POST-BOOK, TRAVEL, POST-TRAVEL

Communicate a clear value
proposition.

Help people get the help they
need.

Support people in creating their
own solutions.

Enable people to plan over time.

Visualize the trip for planning
and booking.

Arm customers with information
for making decisions.

Improve the paper ticket
experience.

Accommodate planning and
booking in Europe too.

STAGE: Initial visit

STAGES: Global

STAGES: Global

STAGES: Planning, Shopping

STAGES: Planning, Shopping

STAGES: Shopping, Booking

STAGES: Post-Booking, Travel, Post-Travel

STAGE: Traveling

Make your customers into better,
more savvy travelers.

Engage in social media with
explicit purposes.

Connect planning, shopping and
booking on the web.

Aggregate shipping with a
reasonable timeline.

Proactively help people deal
with change.

Communicate status clearly at
all times.

STAGES: Global

STAGES: Global

STAGES: Planning, Shopping, Booking

STAGE: Booking

STAGES: Post-Booking, Traveling

STAGES: Post-Booking, Post Travel

Information
sources

Stakeholder interviews
Cognitive walkthroughs

Customer Experience Survey
Existing Rail Europe Documentation

http://www.adaptivepath.com/ideas/the-anatomy-of-an-experience-map/

17

Ongoing,
non-linear

Linear
process

Non-linear, but
time based

Experience Map for Rail Europe | August 2011
WHAT ABOUT THE CONTENT?

http://www.jeep.com/en/

18
WHAT IS “CONTENT,”
ANYWAY?

SUBSTANCE

STRUCTURE

“What kind of content do
we need and what is it
about?

“How is content
organized, prioritized,
and accessed?”

Kristina Halvorson/Brain Traffic, “Content Strategy for the Web” http://www.contentstrategy.com

19
ADAPTIVE CONTENT
» Content structure and chunking
(think “components,” not “pages”)
» Divorce content from presentation
(let the platform make style
decisions)
» Meaningful metadata
» Categories
» Topics
» Tags
» Relationships to other content
» Take it slow!
http://www.abookapart.com/products/content-strategy-for-mobile

20
CONTENT DEVELOPMENT
BEST PRACTICES

1.

Embrace mobile-first as the new mindset

2.

Understand your audience’s mobile habits

3.

Plan & write for multi-format reuse

4.

Focus on your headlines

5.

Find opportunities to work your lead-ins

6.

Mix up your content lengths

7.

Consider the reading level

8.

Introduce video and visual content

9.

Use secondary screens

http://www.forbes.com/sites/jaysondemers/2013/11/07/10-steps-to-creating-a-mobile-optimized-content-marketing-strategy/

21
TO FORK, OR NOT TO FORK?
Hard Task, Good Example

22
WIREFRAMING
Based on user needs and content requirements.

http://www.flickr.com/photos/43868681@N02/4066039551/

23
WIRE FRAMING
Based on user needs and content requirements.

24
FUTURE DISCUSSION
Other important things, out of scope for this presentation.

25
WHAT CONTENT TO KEEP
ON WHAT DEVICE?

26
DEFINE CONTENT
REQUIREMENTS

27
EXPERIENCE MAPPING

http://mappingexperiences.com/

28
DIVORCE CONTENT FROM
PRESENTATION

29

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Mobile first 2-27_14-slidesonly

  • 1. MOBILE FIRST An Intro to UX & Content Strategy Best Practices for the Mobile Web Kerry Carnahan Ellis & Nicolas Perner - 27 Feb 2014 1
  • 4. WHAT IS MOBILE FIRST? Thank you, Mr. Wroblewski! http://www.lukew.com/ff/entry.asp?933 4
  • 5. THREE RATIONALES For Mobile First Methodology » Greater Opportunity » Better Focus » More Innovation 5
  • 6. OPPORTUNITY Some Stats 1. Nearly half of all American kids want an iPad for Christmas 2. Global mobile traffic now represents roughly 13% of Internet traffic 3. Nearly a third of all American adults own a tablet or e-reader 4. There are 5 billion mobile phone users in the world, but only 1 billion smartphone users 5. Android is growing after than anything http://www.forbes.com/sites/parmyolson/2012/12/04/5-eye-opening-stats-that-show-the-world-is-going-mobile/ 6
  • 13. I’M IN. NOW WHAT?! Let’s think differently. Some best practices and process. 13
  • 14. MOBILE IS NOT THE “LITE“ VERSION OF YOUR SITE. 14
  • 15. UNDERSTAND YOUR AUDIENCE Who are we designing for? » Motivations & Objectives » Biographical Sketches » Usage Contexts » Domain Knowledge 15
  • 17. Rail Europe Experience Map Guiding Principles People choose rail travel because it is convenient, easy, and flexible. Rail booking is only one part of people’s larger travel process. People build their travel plans over time. People value service that is respectful, effective and personable. Customer Journey STAGES Research & Planning RAIL EUROPE Shopping Enter trips Research destinations, routes and products Destination pages Review fares Select pass(es) Confirm itinerary Post-Booking, Pre-Travel Delivery options Payment options Review & confirm Change plans Map itinerary (finding pass) Print e-tickets at home Web FEELING Check ticket status Google searches • What is the easiest way to get around Europe? • Where do I want to go? • How much time should I/we spend in each place for site seeing and activities? • I’m excited to go to Europe! • Will I be able to see everything I can? • What if I can’t afford this? • I don’t want to make the wrong choice. E-ticket Print at Station View maps Paper tickets arrive in mail Look up timetables Research hotels • I want to get the best price, but I’m willing to pay a little more for first class. • How much will my whole trip cost me? What are my trade-offs? • Are there other activities I can add to my plan? • It’s hard to trust Trip Advisor. Everyone is so negative. • Keeping track of all the different products is confusing. • Am I sure this is the trip I want to take? Follow-up on refunds for booking changes Share photos Get stamp for refund Web Share experience (reviews) Buy additional tickets Kayak, compare airfare Blogs & Travel sites Share experience Activities, unexpected changes May call if difficulties occur Talk with friends Post Travel Live chat for questions DOING THINKING Travel Wait for paper tickets to arrive Look up time tables raileurope.com Plan with interactive map Booking • Do I have everything I need? • Rail Europe website was easy and friendly, but • Do I have all the tickets, passes and reservations web/ apps Arrange travel Plan/ confirm activities Request refunds • I just figured we could grab a train but there are • Trying to return ticket I was not able to use. Not when an issue came up, I couldn’t get help. • What will I do if my tickets don’t arrive in time? • Am I on the right train? If not, what next? • I want to make more travel plans. How do I • People are going to love these photos! • Next time, we will explore routes and availability • Stressed that I’m about to leave the country I need in this booking so I don’t pay more shipping? • Rail Europe is not answering the phone. How else can I get my question answered? not more trains. What can we do now? sure if I’ll get a refund or not. do that? more carefully. • I am feeling vulnerable to be in an unknown place in • Excited to share my vacation story with • Frustrated that Rail Europe won’t ship tickets • Stressed that the train won’t arrive on time for my • A bit annoyed to be dealing with ticket refund to Europe. • Happy to receive my tickets in the mail! • Website experience is easy and friendly! • Frustrated to not know sooner about which • Meeting people who want to show us around is fun, and Rail Europe won’t answer the phone. tickets are eTickets and which are paper tickets. Not sure my tickets will arrive in time. the middle of the night. my friends. connection. issues when I just got home. serendipitous, and special. Enjoyability Enjoyability Enjoyability Enjoyability Enjoyability Enjoyability Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Helpfulness of Rail Europe EXPERIENCE Mail tickets for refund Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Opportunities GLOBAL PLANNING, SHOPPING, BOOKING POST-BOOK, TRAVEL, POST-TRAVEL Communicate a clear value proposition. Help people get the help they need. Support people in creating their own solutions. Enable people to plan over time. Visualize the trip for planning and booking. Arm customers with information for making decisions. Improve the paper ticket experience. Accommodate planning and booking in Europe too. STAGE: Initial visit STAGES: Global STAGES: Global STAGES: Planning, Shopping STAGES: Planning, Shopping STAGES: Shopping, Booking STAGES: Post-Booking, Travel, Post-Travel STAGE: Traveling Make your customers into better, more savvy travelers. Engage in social media with explicit purposes. Connect planning, shopping and booking on the web. Aggregate shipping with a reasonable timeline. Proactively help people deal with change. Communicate status clearly at all times. STAGES: Global STAGES: Global STAGES: Planning, Shopping, Booking STAGE: Booking STAGES: Post-Booking, Traveling STAGES: Post-Booking, Post Travel Information sources Stakeholder interviews Cognitive walkthroughs Customer Experience Survey Existing Rail Europe Documentation http://www.adaptivepath.com/ideas/the-anatomy-of-an-experience-map/ 17 Ongoing, non-linear Linear process Non-linear, but time based Experience Map for Rail Europe | August 2011
  • 18. WHAT ABOUT THE CONTENT? http://www.jeep.com/en/ 18
  • 19. WHAT IS “CONTENT,” ANYWAY? SUBSTANCE STRUCTURE “What kind of content do we need and what is it about? “How is content organized, prioritized, and accessed?” Kristina Halvorson/Brain Traffic, “Content Strategy for the Web” http://www.contentstrategy.com 19
  • 20. ADAPTIVE CONTENT » Content structure and chunking (think “components,” not “pages”) » Divorce content from presentation (let the platform make style decisions) » Meaningful metadata » Categories » Topics » Tags » Relationships to other content » Take it slow! http://www.abookapart.com/products/content-strategy-for-mobile 20
  • 21. CONTENT DEVELOPMENT BEST PRACTICES 1. Embrace mobile-first as the new mindset 2. Understand your audience’s mobile habits 3. Plan & write for multi-format reuse 4. Focus on your headlines 5. Find opportunities to work your lead-ins 6. Mix up your content lengths 7. Consider the reading level 8. Introduce video and visual content 9. Use secondary screens http://www.forbes.com/sites/jaysondemers/2013/11/07/10-steps-to-creating-a-mobile-optimized-content-marketing-strategy/ 21
  • 22. TO FORK, OR NOT TO FORK? Hard Task, Good Example 22
  • 23. WIREFRAMING Based on user needs and content requirements. http://www.flickr.com/photos/43868681@N02/4066039551/ 23
  • 24. WIRE FRAMING Based on user needs and content requirements. 24
  • 25. FUTURE DISCUSSION Other important things, out of scope for this presentation. 25
  • 26. WHAT CONTENT TO KEEP ON WHAT DEVICE? 26