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UX Strategy
OneSheet
31 January 2012
#mapux
Credit

This presentation is based on a presentation by
Robert Hoekman, Jr. (UX specialist & author)
at SXSW Interactive 2011

http://www.slideshare.net/miskeeto/5-steps-to-
bulletproof-user-experience-strategy
your project
Hoekman's
process:
1. Audit

2. Define

3. Plan

4. Implementation

5. Measure

6. Repeat
Hoekman's
process: Define
•   Establish a vision

•   Communicate it

•   The target for
    everyone to
    strive towards
W3C process

 1. Analysis

 2. Design

 3. Evaluation

 4. Implementation

 5. Deployment


http://www.w3.org/WAI/ut3/redesign/ucd
W3C process:
Analysis
• Vision, goals, objectives,
   challenges & constraints

• User Audience
• Task / Purpose
• Information Architecture
• Workflow



http://www.w3.org/WAI/ut3/redesign/ucd
Simplified

1. Strategy
2. Concept
3. Design
Simplified

1. Strategy
2. Concept
3. Design
4. Implement
5. Deploy & Measure
What's the Story
for the User?
OneSheet

Sections:

• Vision Statement
• Situation
• Design Criteria
• Plan
• Metrics
Vision
Statement
Situation
Design Criteria

•   How the UX
    should feel

•   Influence, but
    can't design

•   Base on
    Vision Statement
Plan
Metrics




Source: Cassie McDaniel
    http://www.alistapart.com/articles/design-criticism-
                                      creative-process/
OneSheet:
Benefits
• Quick deliverable
 to create

• “Exec Summary”
 of UX

• Vision, goals, &
 metrics

• 1 piece of paper
EXAMPLE & WORKSHEET
Vision Statement

Organization:
Empower businesses and individuals to accept
credit cards using their handheld device.

Project:
To provide a smartphone app and small card
reader for businesses and individuals to accept
credit cards.
Esri's Vision Statement

To provide a geographic approach to problem
solving to ensure better communication and
collaboration for understanding our world.
Take a moment to draft your
project's vision statement.
Situation

Who     Individuals needing to accept credit card
        payments
What    Point of sale credit card processing system
When    Point of sale with a customer
Where   Anywhere, with a data connection
Why     Ease of use, limited hardware, budget friendly
How     Using an app on their smartphone & a card
        reader
Take a moment to draft your
project's situation
Design Criteria

•   End-user can install a native smartphone
    application
•   End-user can quickly process transactions
•   End-user can customize for different
    payment methods (Sales tax, Tips)
•   End-user can use an online record of
    transactions for reporting
Take a moment to draft your
project's design criteria
Plan

•   Phase 1 – Registration
    o Set-up account
    o Install app & configure settings
•   Phase 2 – Reoccurring Use
    o Conduct payment transactions
    o Generate transaction receipts
    o Administrative management of account
•   Phase 3 –Reporting
    o View record of transactions
    o Generate sales reports
Take a moment to draft your
project's plan
Metrics

•   Users should be able to easily install the app
•   Users should be able to successfully being
    accepting transactions
•   Users should be able to successfully view a
    ledger of transactions for accounting
Take a moment to draft your
project's metrics
Wrap up

•   Hoekman's process

•   W3C UCD process

•   Simplified process

•   The Users' Story

•   OneSheet

•   Example
“Know your users and plan
everything with them in mind.”
Source: “Yes We Can: The Future of Government Online”
white paper by Modius Associates. December 2011.
Frank Garofalo
UI / Human Factors Engineer,
Esri Professional Services



@fgarofalo
blog.frankgarofalo.com
                               questions?
#mapux

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UX Strategy OneSheet

  • 2. Credit This presentation is based on a presentation by Robert Hoekman, Jr. (UX specialist & author) at SXSW Interactive 2011 http://www.slideshare.net/miskeeto/5-steps-to- bulletproof-user-experience-strategy
  • 4. Hoekman's process: 1. Audit 2. Define 3. Plan 4. Implementation 5. Measure 6. Repeat
  • 5. Hoekman's process: Define • Establish a vision • Communicate it • The target for everyone to strive towards
  • 6. W3C process 1. Analysis 2. Design 3. Evaluation 4. Implementation 5. Deployment http://www.w3.org/WAI/ut3/redesign/ucd
  • 7. W3C process: Analysis • Vision, goals, objectives, challenges & constraints • User Audience • Task / Purpose • Information Architecture • Workflow http://www.w3.org/WAI/ut3/redesign/ucd
  • 9. Simplified 1. Strategy 2. Concept 3. Design 4. Implement 5. Deploy & Measure
  • 10. What's the Story for the User?
  • 11. OneSheet Sections: • Vision Statement • Situation • Design Criteria • Plan • Metrics
  • 14. Design Criteria • How the UX should feel • Influence, but can't design • Base on Vision Statement
  • 15. Plan
  • 16. Metrics Source: Cassie McDaniel http://www.alistapart.com/articles/design-criticism- creative-process/
  • 17. OneSheet: Benefits • Quick deliverable to create • “Exec Summary” of UX • Vision, goals, & metrics • 1 piece of paper
  • 19. Vision Statement Organization: Empower businesses and individuals to accept credit cards using their handheld device. Project: To provide a smartphone app and small card reader for businesses and individuals to accept credit cards.
  • 20. Esri's Vision Statement To provide a geographic approach to problem solving to ensure better communication and collaboration for understanding our world.
  • 21. Take a moment to draft your project's vision statement.
  • 22. Situation Who Individuals needing to accept credit card payments What Point of sale credit card processing system When Point of sale with a customer Where Anywhere, with a data connection Why Ease of use, limited hardware, budget friendly How Using an app on their smartphone & a card reader
  • 23. Take a moment to draft your project's situation
  • 24. Design Criteria • End-user can install a native smartphone application • End-user can quickly process transactions • End-user can customize for different payment methods (Sales tax, Tips) • End-user can use an online record of transactions for reporting
  • 25. Take a moment to draft your project's design criteria
  • 26. Plan • Phase 1 – Registration o Set-up account o Install app & configure settings • Phase 2 – Reoccurring Use o Conduct payment transactions o Generate transaction receipts o Administrative management of account • Phase 3 –Reporting o View record of transactions o Generate sales reports
  • 27. Take a moment to draft your project's plan
  • 28. Metrics • Users should be able to easily install the app • Users should be able to successfully being accepting transactions • Users should be able to successfully view a ledger of transactions for accounting
  • 29. Take a moment to draft your project's metrics
  • 30. Wrap up • Hoekman's process • W3C UCD process • Simplified process • The Users' Story • OneSheet • Example
  • 31. “Know your users and plan everything with them in mind.” Source: “Yes We Can: The Future of Government Online” white paper by Modius Associates. December 2011.
  • 32. Frank Garofalo UI / Human Factors Engineer, Esri Professional Services @fgarofalo blog.frankgarofalo.com questions? #mapux