SlideShare a Scribd company logo
TimLoo
StrategyDirector,Foolproof
WebVisions Barcelona
Redesigning business
The Chatham House Rule
When a meeting, or part thereof, is held under the Chatham
House Rule, participants are free to use the information
received, but neither the identity nor the affiliation of the
speaker(s), nor that of any other participant, may be revealed.
Team exercise
3© 2014 Foolproof Limited
With the person next to you, discuss and capture:
You have 2 minutes.
§  What are your goals for today’s session?
§  What does good look like?
Team exercise
4© 2014 Foolproof Limited
Now in your table team discuss and agree on:
You have 5 minutes.
§  What’s our single goal for today’s session?
my frame of reference
Redesigning Business - A workshop with Tim Loo - WebVisions BCN 2014
CHAPTER 1
DEFINING
UX STRATEGY
Team exercise
8© 2014 Foolproof Limited
In your teams discuss and capture:
You have 10 minutes.
§  What are the behaviours and pain-points of an
organisation without a UX strategy?
BRAND
POSITION
BUSINESS
STRATEGY
What you want to be…
What & how you actually are …
USER EXPERIENCE
How well does your organisation connect?
@timothyloo
There are many emerging flavours
of UX strategy. This is ours.
@timothyloo
User experience strategy
A long-term vision, roadmap and
KPIs to align every customer
touch-point with your brand
position & business strategy
@timothyloo
DESIGN OF
EXPERIENCE
EXPERIENCE
CULTURE
BRAND
POSITION
BUSINESS
STRATEGY
UX
STRATEGY
@timothyloo
BRAND
POSITION
BUSINESS
STRATEGY
How	
  will	
  we	
  know	
  we’re	
  on	
  the	
  right	
  track?	
  
What’s	
  our	
  priori6sed	
  plan?	
  
Where	
  do	
  we	
  want	
  to	
  get	
  to?	
  
Where	
  are	
  we	
  today?	
  
@timothyloo
UX strategy
A long-term vision, roadmap and KPIs
which align every customer touch-point
with your brand position & business
strategy
@timothyloo
§ What’s the environment and ecosystem of our target customers?
§ What’s the current customer story, priorities and pain-points?
§ What are our pain-points in aligning our priorities & activities?
§ What’s our are vision for the holistic experience?
§ What are our guiding principles for target experience?
§ What are our future customer stories and outcomes?
§ What’ are the gaps between the vision and reality?
§ How will we prioritise to create focus and value?
§ What’s our roadmap for change and innovation?
§ What are key performance indicators and
targets for transforming the user experience?
§ How will we incentivise the right behaviours?
§ What’s our business vision and target position in the market?
§ How do we create competitive advantage through our activities?
§ What’s our brand promise and our brand values & assets?
§ Who are our target customers & how do we want them to feel about us?
© 2013 Foolproof Limited
BRAND	
  	
  
STRATEGY	
  
BUSINESS	
  	
  
STRATEGY	
  
4.	
  METRICS,	
  TARGETS	
  &	
  INCENTIVES	
  
3.	
  ROADMAP	
  &	
  BENEFITS	
  CASE	
  
2.	
  UX	
  VISION	
  &	
  PRINCIPLES	
  
1.	
  CURRENT	
  STATE	
  	
  
EXPERIENCE	
  
Foolproof UX Strategy Framework
UX Strategy is about creating
business change & transformation
Design planning UX Strategy
Short term goals Long term vision
Driving revenue Building value
Cost reduction Organisational alignment
Optimisation Transformation
Interactions Holistic experiences
In summary
16© 2014 Foolproof Limited
CHAPTER 2
ENGAGING WITH
SPONSORS & STAKEHOLDERS
Team exercise
18© 2014 Foolproof Limited
In your teams discuss and capture:
You have 10 minutes.
§  Who are potential owners for UX strategy in an
organisation?
§  What other important stakeholders might need
to be engaged?
§  What are challenges of engaging with this
audience?
@timothyloo
Time poor
Lack knowledge of UX
Loaded with data
Opinion driven
Lack of empathy with customers
Effective stakeholder engagement &
communication focuses on stakeholder needs
In summary
20© 2014 Foolproof Limited
§  Big picture
§  Concise & relevant
§  Emotionally engaging
§  Linked to business
outcomes
Personas
Stories
Pain-points
CHAPTER 3
UNDERSTANDING &
COMMUNICATING
THE CURRENT STATE
10:43
pm	
  
10:55
pm	
  
10:58
pm	
  
8	
  minute	
  interna2onal	
  
phone	
  call	
  on	
  my	
  mobile	
  
10	
  minute	
  wait	
  to	
  reset	
  
my	
  account	
  
11:18
pm	
  
@timothyloo
Long, detailed reports on UX
do not get read by
senior stakeholders
@timothyloo
Use tools which quickly &
memorably capture the
experience both
functionally and emotionally
@timothyloo
So let’s do some shit-stormingTM
Customer/business pain-points mapping
Customer lifecycle
Positive
experiences
Negative
experiences
31© 2014 Foolproof Limited
Overwhelmed
By the
amount of
things to
learn about
Protected
By the obvious
security
measures
The anatomy of a pain-point
32
Woee
About
hidden fees
A meaningful pain-point describes:
§  The emotion someone would feel
§  What causes that emotion
Team exercise: Pain-points
33© 2014 Foolproof Limited
In your teams discuss and capture:
You have 20 minutes.
§  Map all key touch-points and interactions from
the customer’s perspective
§  Ensure that you pain-points succinctly capture
how the customer feels and what happened
Travelling overseas with your credit card
Customer journey
Positive
experiences
Negative
experiences
Before travel Away from home Back home
Team exercise: Clustering super pain-points
35© 2014 Foolproof Limited
In your teams discuss and capture:
You have 20 minutes.
§  Group together pain-points by key themes
§  Think about different pain-points may create
common feelings
§  Use customer language
Creating alignment and agreement is as important
presenting the evidence
In summary
36© 2014 Foolproof Limited
§  Collaboration
through workshops
§  Data visualisation
§  Storytelling
§  Creating focus
§  Pain-point
mapping
§  Super pain-
points
Ethnography & experience videos
Ethnography & experience videos
CHAPTER 4
CREATING EXPERIENCE
DESIGN PRINCIPLES
Experience design principles describe the
quality of the user experience of a product
or a service
They provide direction and intent for how
we want customers to feel about the
experience
What are experience design principles?
Experience design principles should
be aspirational and inspiring
They are stretch targets and measures
for transforming your business and the
customer experience
What are experience design principles?
CUSTOMER
EXPERIENCE
INSIGHT
BRAND
ASSETS &
VALUES
GOOD DESIGN
PRINCIPLES
1.  Based on customer
insight
2.  Short & memorable
3.  Cross-feature
4.  Specific
5.  Non-conflicting
6.  Measurable
What is the current
experience of our customers?
§  What do they like?
§  What are their
frustrations and pain-
points?
§  What can we learn from
our competitors?
§  Have they been
delighted before by
similar services/
offerings? How? Why?
What are our brand values?
§  How do we want the
experience to be an
expression of these?
§  What are our differentiating
assets and capabiliities
Good experience design principles
4	
  
	
  
	
  
	
  
Exper6se	
  on	
  tap	
  
§  When	
  I	
  need	
  advice	
  or	
  technical	
  help	
  I	
  know	
  where	
  to	
  go	
  
§  I	
  can	
  always	
  access	
  the	
  right	
  informa2on	
  when	
  I	
  need	
  it	
  
	
  
	
  
Design	
  principles	
  
Team exercise
44© 2014 Foolproof Limited
In your teams discuss and capture:
You have 30 minutes.
§  Using your super pain-points as a starting
point, create design principles which describe
in customer language how the experience
should feel
§  Include measurable customer statements
CHAPTER 5
IDEATION & ENVISIONING
THE FUTURE EXPERIENCE
@timothyloo
Create new future stories for
customers showing outcomes (not
outputs or specific features) based
on the design principles
“I’ve got options for how I want to place my order. It’s
the same whether I do this online or on the phone.”1
“I like that I can quickly place an order for the products I frequently buy.
Everything I need to know about the products is at my fingertips.”
2
“It’s really clear to me what products are available and
when I’m realistically going to get them.”
3
“When a product isn’t available, I know they will inform me as soon
as they know. They will use their expertise to suggest a suitable
alternative product and support me in reaching a decision with my
colleagues so that our business keeps running.”
4
“If we can’t find an alternative, I can add the product to my ‘wish list’ and
know that I’ll find out when it’s next available and I can continue with the
rest of my order.”
5
“Placing the order is as simple as on Amazon.”6
“I know I’ve placed my order correctly because I receive
an immediate order confirmation that I can check and
send to others within my business.”
7
“I receive confirmation that my delivery is on its way. I can quickly see if
anything is missing with details of when it will follow. Knowing when to
expect the delivery, helps me plan to receive it.”
8
Team exercise
53© 2014 Foolproof Limited
In your teams discuss and capture:
You have 30 minutes.
§  Using your previous journey map, create a new
story of how customers would describe the
journey if we were delivering on the experience
design principles at each and every touch
point?
CHAPTER 6
CREATING A DELIVERY
ROADMAP
@timothyloo
Using Future Customer Stories to
identify enablers and drive the
delivery & technology roadmap
Redesigning Business - A workshop with Tim Loo - WebVisions BCN 2014
@timothyloo
CHAPTER 7
CREATING UX
KEY PERFORMANCE INDICATORS
@timothyloo
Make the organisation measure &
report on things which are meaningful
for business and the customer
@timothyloo
@timothyloo
@timothyloo
Change
thinking
Change
behaviours
Make stakeholders collaborate
and share customer perspective
Create empathy with
colleagues and customers
@timothyloo
Start a conversation
Tim Loo
tim.loo@foolproof.co.uk
+44 7714415677
@timothyloo

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Redesigning Business - A workshop with Tim Loo - WebVisions BCN 2014

  • 2. The Chatham House Rule When a meeting, or part thereof, is held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.
  • 3. Team exercise 3© 2014 Foolproof Limited With the person next to you, discuss and capture: You have 2 minutes. §  What are your goals for today’s session? §  What does good look like?
  • 4. Team exercise 4© 2014 Foolproof Limited Now in your table team discuss and agree on: You have 5 minutes. §  What’s our single goal for today’s session?
  • 5. my frame of reference
  • 8. Team exercise 8© 2014 Foolproof Limited In your teams discuss and capture: You have 10 minutes. §  What are the behaviours and pain-points of an organisation without a UX strategy?
  • 9. BRAND POSITION BUSINESS STRATEGY What you want to be… What & how you actually are … USER EXPERIENCE How well does your organisation connect?
  • 10. @timothyloo There are many emerging flavours of UX strategy. This is ours.
  • 11. @timothyloo User experience strategy A long-term vision, roadmap and KPIs to align every customer touch-point with your brand position & business strategy
  • 13. @timothyloo BRAND POSITION BUSINESS STRATEGY How  will  we  know  we’re  on  the  right  track?   What’s  our  priori6sed  plan?   Where  do  we  want  to  get  to?   Where  are  we  today?  
  • 14. @timothyloo UX strategy A long-term vision, roadmap and KPIs which align every customer touch-point with your brand position & business strategy
  • 15. @timothyloo § What’s the environment and ecosystem of our target customers? § What’s the current customer story, priorities and pain-points? § What are our pain-points in aligning our priorities & activities? § What’s our are vision for the holistic experience? § What are our guiding principles for target experience? § What are our future customer stories and outcomes? § What’ are the gaps between the vision and reality? § How will we prioritise to create focus and value? § What’s our roadmap for change and innovation? § What are key performance indicators and targets for transforming the user experience? § How will we incentivise the right behaviours? § What’s our business vision and target position in the market? § How do we create competitive advantage through our activities? § What’s our brand promise and our brand values & assets? § Who are our target customers & how do we want them to feel about us? © 2013 Foolproof Limited BRAND     STRATEGY   BUSINESS     STRATEGY   4.  METRICS,  TARGETS  &  INCENTIVES   3.  ROADMAP  &  BENEFITS  CASE   2.  UX  VISION  &  PRINCIPLES   1.  CURRENT  STATE     EXPERIENCE   Foolproof UX Strategy Framework
  • 16. UX Strategy is about creating business change & transformation Design planning UX Strategy Short term goals Long term vision Driving revenue Building value Cost reduction Organisational alignment Optimisation Transformation Interactions Holistic experiences In summary 16© 2014 Foolproof Limited
  • 18. Team exercise 18© 2014 Foolproof Limited In your teams discuss and capture: You have 10 minutes. §  Who are potential owners for UX strategy in an organisation? §  What other important stakeholders might need to be engaged? §  What are challenges of engaging with this audience?
  • 19. @timothyloo Time poor Lack knowledge of UX Loaded with data Opinion driven Lack of empathy with customers
  • 20. Effective stakeholder engagement & communication focuses on stakeholder needs In summary 20© 2014 Foolproof Limited §  Big picture §  Concise & relevant §  Emotionally engaging §  Linked to business outcomes Personas Stories Pain-points
  • 25. 8  minute  interna2onal   phone  call  on  my  mobile   10  minute  wait  to  reset   my  account  
  • 27. @timothyloo Long, detailed reports on UX do not get read by senior stakeholders
  • 28. @timothyloo Use tools which quickly & memorably capture the experience both functionally and emotionally
  • 29. @timothyloo So let’s do some shit-stormingTM
  • 30. Customer/business pain-points mapping Customer lifecycle Positive experiences Negative experiences
  • 32. Overwhelmed By the amount of things to learn about Protected By the obvious security measures The anatomy of a pain-point 32 Woee About hidden fees A meaningful pain-point describes: §  The emotion someone would feel §  What causes that emotion
  • 33. Team exercise: Pain-points 33© 2014 Foolproof Limited In your teams discuss and capture: You have 20 minutes. §  Map all key touch-points and interactions from the customer’s perspective §  Ensure that you pain-points succinctly capture how the customer feels and what happened
  • 34. Travelling overseas with your credit card Customer journey Positive experiences Negative experiences Before travel Away from home Back home
  • 35. Team exercise: Clustering super pain-points 35© 2014 Foolproof Limited In your teams discuss and capture: You have 20 minutes. §  Group together pain-points by key themes §  Think about different pain-points may create common feelings §  Use customer language
  • 36. Creating alignment and agreement is as important presenting the evidence In summary 36© 2014 Foolproof Limited §  Collaboration through workshops §  Data visualisation §  Storytelling §  Creating focus §  Pain-point mapping §  Super pain- points
  • 40. Experience design principles describe the quality of the user experience of a product or a service They provide direction and intent for how we want customers to feel about the experience What are experience design principles?
  • 41. Experience design principles should be aspirational and inspiring They are stretch targets and measures for transforming your business and the customer experience What are experience design principles?
  • 42. CUSTOMER EXPERIENCE INSIGHT BRAND ASSETS & VALUES GOOD DESIGN PRINCIPLES 1.  Based on customer insight 2.  Short & memorable 3.  Cross-feature 4.  Specific 5.  Non-conflicting 6.  Measurable What is the current experience of our customers? §  What do they like? §  What are their frustrations and pain- points? §  What can we learn from our competitors? §  Have they been delighted before by similar services/ offerings? How? Why? What are our brand values? §  How do we want the experience to be an expression of these? §  What are our differentiating assets and capabiliities Good experience design principles
  • 43. 4         Exper6se  on  tap   §  When  I  need  advice  or  technical  help  I  know  where  to  go   §  I  can  always  access  the  right  informa2on  when  I  need  it       Design  principles  
  • 44. Team exercise 44© 2014 Foolproof Limited In your teams discuss and capture: You have 30 minutes. §  Using your super pain-points as a starting point, create design principles which describe in customer language how the experience should feel §  Include measurable customer statements
  • 45. CHAPTER 5 IDEATION & ENVISIONING THE FUTURE EXPERIENCE
  • 46. @timothyloo Create new future stories for customers showing outcomes (not outputs or specific features) based on the design principles
  • 47. “I’ve got options for how I want to place my order. It’s the same whether I do this online or on the phone.”1
  • 48. “I like that I can quickly place an order for the products I frequently buy. Everything I need to know about the products is at my fingertips.” 2 “It’s really clear to me what products are available and when I’m realistically going to get them.” 3
  • 49. “When a product isn’t available, I know they will inform me as soon as they know. They will use their expertise to suggest a suitable alternative product and support me in reaching a decision with my colleagues so that our business keeps running.” 4
  • 50. “If we can’t find an alternative, I can add the product to my ‘wish list’ and know that I’ll find out when it’s next available and I can continue with the rest of my order.” 5
  • 51. “Placing the order is as simple as on Amazon.”6 “I know I’ve placed my order correctly because I receive an immediate order confirmation that I can check and send to others within my business.” 7
  • 52. “I receive confirmation that my delivery is on its way. I can quickly see if anything is missing with details of when it will follow. Knowing when to expect the delivery, helps me plan to receive it.” 8
  • 53. Team exercise 53© 2014 Foolproof Limited In your teams discuss and capture: You have 30 minutes. §  Using your previous journey map, create a new story of how customers would describe the journey if we were delivering on the experience design principles at each and every touch point?
  • 54. CHAPTER 6 CREATING A DELIVERY ROADMAP
  • 55. @timothyloo Using Future Customer Stories to identify enablers and drive the delivery & technology roadmap
  • 58. CHAPTER 7 CREATING UX KEY PERFORMANCE INDICATORS
  • 59. @timothyloo Make the organisation measure & report on things which are meaningful for business and the customer
  • 62. @timothyloo Change thinking Change behaviours Make stakeholders collaborate and share customer perspective Create empathy with colleagues and customers
  • 63. @timothyloo Start a conversation Tim Loo tim.loo@foolproof.co.uk +44 7714415677 @timothyloo