DEFINE YOUR NEW
APP IN 60 MINUTES
Wed August 12, 2015
Zach Pousman
Helpfully, LLC
SHOULD YOU PLAN
OR SHOULD YOU JUST START ?
YOU SHOULD DO BOTH
STAY HUMBLE
HUSTLE HARD
(DO THE KIDS STILL SAY THIS?)
CREATIVITY IS THINKING UP NEW THINGS.
INNOVATION IS DOING NEW THINGS.
- Theodore Levitt
YOU GOTTA DO S#*+|+ !
STAY LEAN AND FLEXIBLE
DEFINE THE FOLLOWING THINGS
The problem
(and who has it)
The timing
as they use it
Get the
technology right
Your 3
‘magic moments’
1
2
3
4
DEFINE THE FOLLOWING THINGS
Uh, Zach - How do I do that?
The problem
(and who has it)
The timing
as they use it
Get the
technology right
Your 3
‘magic moments’
1
2
3
4
DEFINE THE FOLLOWING THINGS
Look at the problem through multiple
lenses. Get out of the building!
The problem
(and who has it)
The timing
as they use it
Get the
technology right
Your 3
‘magic moments’
Uh, Zach - How do I do that?
Use a customer journey map to show
you where to focus your UX efforts.
Decide on whether partners are helpful.
Stand on the shoulders of giants
Timing in your apps is under-appreciated 

So design the timing for your experience
1
2
3
4
HI, I’M ZACH POUSMAN
LET’S CONNECT!
@THINKY
UNSCRAMBL
CLIENT ENGAGEMENTS
GET OUT OF THE BUILDING
The problem
(and who has it)
GET OUT OF THE BUILDING
Digital ethnography means using digital and traces of behavior tools to
understand people, their culture (and sub-culture), practices and attitudes.
Some of the tools you can to understand people:
GET OUT OF THE BUILDING
DON’T GET STUCK HERE
Some helpful advice
YOU’LL WANT TO BUILD PERSONAS
This will take longer than 15 minutes!
BUILD A FRAMEWORK
The problem
(and who has it)
Forlizzi, J. (2008). The Product Ecology: Understanding Social Product Use and Supporting
Design Culture. International Journal of Design vol. 2, no. 1.
A PRODUCT ECOLOGY
BRANDED UTILITY 2X2
Note: play around
with 2x2 grids.
Theres a reason
that all consultants
use them!
OR TRY THE GOLDEN TRIANGLE
CONSUMERS
EMPLOYEESSTAKEHOLDERS
UNIQUE VALUE
PROPOSITION UNFAIR ADVANTAGESOLUTIONPROBLEM
COST STRUCTURE REVENUE STREAMS
KEY METRICS CHANNELS
HELPFULLY LEAN CANVAS How does the idea work to deliver value?
CUSTOMER SEGMENTS
UNIQUE VALUE
PROPOSITION UNFAIR ADVANTAGESOLUTIONPROBLEM
COST STRUCTURE REVENUE STREAMS
KEY METRICS CHANNELS
LEAN CANVAS How does the idea work to deliver value?HELPFULLY
1 2
3
CUSTOMER SEGMENTS
Filling this out is confusing…
UNIQUE VALUE
PROPOSITION UNFAIR ADVANTAGE CUSTOMER SEGMENTSSOLUTIONPROBLEM
COST STRUCTURE REVENUE STREAMS
KEY METRICS CHANNELS
LEAN CANVAS How does the idea work to deliver value?HELPFULLY
Find the riskiest
elements and test that
FINDING THE MAGIC
Your 3
‘magic moments’
HELPFULLY SERVICE BLUEPRINT How does the experience unfold?
ON-STAGE
ACTIVITY
BACK STAGE
ACTIVITY
PHYSICAL OR
DIGITAL SITUATION
CUSTOMER
ACTIONS
POTENTIAL
BREAKDOWN
WebsiteBrowsing the web Email

(mobile optimized)
Upgrade 

account
SupportUseOnboarding
(1st use)
Sign up
Sales
follow up
Consider
product
Get
introduced
Download white paper
Chat
Sign up
CRM anonymous lead
(or CRM identified lead)
Signup wizard
(customer profile, config)
Provision AWS
Confirm setup & sample
data (manually)
Takes up to 24 hours to
confirm installation and
notify customer
Sales team
Website Chat / Phone /
In-person
SAAS PRODUCT
Website - signed-in Website - signed-in
Onboarding could be
improved via support
(screen-sharing or phone)
Website - signed-in
PROD
Onboarding
experience,
Connect to data
source(s)
Use data
Define roles
Define reports
Define triggers
Search
Social media
(LinkedIn)
Forums
SEO,
Community
management,
reviews and
forum activity Lead process
Problems
Bugs
Questions
Not all support is
done via our site
(also community-
driven forums)
In-app prompts
CRM emails
Auto upgrades 

for VIPs
HELPFULLY SERVICE BLUEPRINT How does the experience unfold?
ON-STAGE
ACTIVITY
BACK STAGE
ACTIVITY
PHYSICAL OR
DIGITAL SITUATION
CUSTOMER
ACTIONS
POTENTIAL
BREAKDOWN
WebsiteBrowsing the web Email

(mobile optimized)
Upgrade 

account
SupportUseOnboarding
(1st use)
Sign up
Sales
follow up
Consider
product
Get
introduced
Download white paper
Chat
Sign up
CRM anonymous lead
(or CRM identified lead)
Signup wizard
(customer profile, config)
Provision AWS
Confirm setup & sample
data (manually)
Takes up to 24 hours to
confirm installation and
notify customer
Sales team
Website Chat / Phone /
In-person
SAAS PRODUCT
Website - signed-in Website - signed-in
Onboarding could be
improved via support
(screen-sharing or phone)
Website - signed-in
PROD
Onboarding
experience,
Connect to data
source(s)
Use data
Define roles
Define reports
Define triggers
Search
Social media
(LinkedIn)
Forums
SEO,
Community
management,
reviews and
forum activity Lead process
Problems
Bugs
Questions
Not all support is
done via our site
(also community-
driven forums)
In-app prompts
CRM emails
Auto upgrades 

for VIPs
Find 3 places where
your interaction can
deliver magic!
FEATURE DEFINITION BEFORE CREATIVE
CREATIVE BEFORE FEATURE DEFINITION
DESIGN WORKS
BECAUSE OF THIS TENSION…
CUSTOMER
EXPERIENCE
(LIFECYCLE & RELATIONSHIP)
BROAD & NARROW
USER
EXPERIENCE
USER
INTERFACE
NEW ROLES &
RELATIONSHIPS FOR
ORGANIZATIONS
BUILDING FEATURES
Get the
technology right
www.cooper.com/prototyping-tools
BUILD VS BUY VS PARTNER
STORY TELLING 1.0 -
POSITIONING &
PERSUASION
STORY TELLING 2.0 -
CULTURE &
EMOTION
STORY TELLING 3.0 -
PARTICIPATION
STORY TELLING 4.0 -
ECOSYSTEMS
Framework adopted from Farrah Bostic, 2014
London 2012
#findyourgreatness
Locations for TV ads include
East London in South Africa,
Little London in Jamaica, London,
Ohio and a health club called
‘London Gym.’
TRENDS
HELPFULLY APP FLOW DIAGRAM How does a user navigate the experience?
SPLASH
SCREEN
WELCOME
(1st Use)
eCOMMERCE
ITEM DETAIL VIEW
VIEW A PROFILE
(ALL ITEMS)
VIEW / EDIT A
CLOTHING ITEM
CREATE A
CLOTHING ITEM
TAKE PHOTO
VIEW HOUSEHOLD
(ALL PROFILES)

CREATE
ACCOUNT
(FB OR
EMAIL)
eCOMMERCE AD
(BLURB)
FAMILY
SCREEN
(make a 2nd
account)
BEG
SCREEN
extra benefits
HOW
MANY 

USERS?
Skip Skipped or filled
0
1
2+
When done, go to
profile or family
MAIN MENU
PANEL
PROFILES (LIST)
FRIENDS & FAMILY (LIST)
SHOP CLOSET ORGANIZATION
NEW PROFILE / MANAGE
LOGOUT - when we add paid accounts.
eCOMMERCE
SHOP PAGE
CREATE A
PROFILE
IN APP $
MANAGE PROFILE(S)
First, Last, Email,
W - M - G - B select
MOBILE
APP EXPERIENCE
You will need one of these. But also, not a 15 minute thing…
USE TIMING CUES FOR
THE EXPERIENCE
(AND THE MARKETING FUNNEL)
The timing
as they use it
TIME.
TIME IS INVISIBLE.
BUT IT’S SO IMPORTANT.
Layersof
cadence
DAYS
MINUTES
SECONDS
SUB-SECONDS
Layersof
cadence
WEEKS
DAYS
MINUTES
SECONDS
SUB-SECONDS
Layersof
cadence
MONTHS
WEEKS
DAYS
MINUTES
SECONDS
SUB-SECONDS
Layersof
cadence
YEARS
MONTHS
WEEKS
DAYS
MINUTES
SECONDS
SUB-SECONDS
Layersof
cadence
Layersof
cadence
A PART OF LIFE
BEGINNER-TO-EXPERT
ROUTINE(S)
USAGE
A SESSION
AN INTERACTION
MENU ANIMATION
Layersof
cadence
A PART OF LIFE
BEGINNER-TO-EXPERT
ROUTINE(S)
USAGE
A SESSION
AN INTERACTION
MENU ANIMATION
Layersof
cadence
A PART OF LIFE
BEGINNER-TO-EXPERT
ROUTINE(S)
USAGE
A SESSION
AN INTERACTION
MENU ANIMATION
Modelingthecadence
SMS
Createamapacrosstouch-points
HELPFULLY CADENCE MAP What’s the timing of every interaction?
HELPFULLY CADENCE MAP What’s the timing of every interaction?
Name the clusters
“Mobile start-up”
“Download coupon and
bring it to the store”
“Webcentric check-in”
THANKS!
TIME FOR DISCUSSION
Zach Pousman
@thinky on twitter
zach@helpfully.com

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How to focus - design your new app in 60 minutes!

  • 1. DEFINE YOUR NEW APP IN 60 MINUTES Wed August 12, 2015 Zach Pousman Helpfully, LLC
  • 2. SHOULD YOU PLAN OR SHOULD YOU JUST START ?
  • 4. STAY HUMBLE HUSTLE HARD (DO THE KIDS STILL SAY THIS?)
  • 5. CREATIVITY IS THINKING UP NEW THINGS. INNOVATION IS DOING NEW THINGS. - Theodore Levitt YOU GOTTA DO S#*+|+ !
  • 6. STAY LEAN AND FLEXIBLE
  • 7. DEFINE THE FOLLOWING THINGS The problem (and who has it) The timing as they use it Get the technology right Your 3 ‘magic moments’ 1 2 3 4
  • 8. DEFINE THE FOLLOWING THINGS Uh, Zach - How do I do that? The problem (and who has it) The timing as they use it Get the technology right Your 3 ‘magic moments’ 1 2 3 4
  • 9. DEFINE THE FOLLOWING THINGS Look at the problem through multiple lenses. Get out of the building! The problem (and who has it) The timing as they use it Get the technology right Your 3 ‘magic moments’ Uh, Zach - How do I do that? Use a customer journey map to show you where to focus your UX efforts. Decide on whether partners are helpful. Stand on the shoulders of giants Timing in your apps is under-appreciated 
 So design the timing for your experience 1 2 3 4
  • 10. HI, I’M ZACH POUSMAN
  • 13. GET OUT OF THE BUILDING The problem (and who has it)
  • 14. GET OUT OF THE BUILDING
  • 15. Digital ethnography means using digital and traces of behavior tools to understand people, their culture (and sub-culture), practices and attitudes. Some of the tools you can to understand people: GET OUT OF THE BUILDING
  • 16. DON’T GET STUCK HERE Some helpful advice
  • 17. YOU’LL WANT TO BUILD PERSONAS This will take longer than 15 minutes!
  • 18. BUILD A FRAMEWORK The problem (and who has it)
  • 19. Forlizzi, J. (2008). The Product Ecology: Understanding Social Product Use and Supporting Design Culture. International Journal of Design vol. 2, no. 1. A PRODUCT ECOLOGY
  • 20. BRANDED UTILITY 2X2 Note: play around with 2x2 grids. Theres a reason that all consultants use them!
  • 21. OR TRY THE GOLDEN TRIANGLE CONSUMERS EMPLOYEESSTAKEHOLDERS
  • 22. UNIQUE VALUE PROPOSITION UNFAIR ADVANTAGESOLUTIONPROBLEM COST STRUCTURE REVENUE STREAMS KEY METRICS CHANNELS HELPFULLY LEAN CANVAS How does the idea work to deliver value? CUSTOMER SEGMENTS
  • 23. UNIQUE VALUE PROPOSITION UNFAIR ADVANTAGESOLUTIONPROBLEM COST STRUCTURE REVENUE STREAMS KEY METRICS CHANNELS LEAN CANVAS How does the idea work to deliver value?HELPFULLY 1 2 3 CUSTOMER SEGMENTS Filling this out is confusing…
  • 24. UNIQUE VALUE PROPOSITION UNFAIR ADVANTAGE CUSTOMER SEGMENTSSOLUTIONPROBLEM COST STRUCTURE REVENUE STREAMS KEY METRICS CHANNELS LEAN CANVAS How does the idea work to deliver value?HELPFULLY Find the riskiest elements and test that
  • 25. FINDING THE MAGIC Your 3 ‘magic moments’
  • 26. HELPFULLY SERVICE BLUEPRINT How does the experience unfold? ON-STAGE ACTIVITY BACK STAGE ACTIVITY PHYSICAL OR DIGITAL SITUATION CUSTOMER ACTIONS POTENTIAL BREAKDOWN WebsiteBrowsing the web Email
 (mobile optimized) Upgrade 
 account SupportUseOnboarding (1st use) Sign up Sales follow up Consider product Get introduced Download white paper Chat Sign up CRM anonymous lead (or CRM identified lead) Signup wizard (customer profile, config) Provision AWS Confirm setup & sample data (manually) Takes up to 24 hours to confirm installation and notify customer Sales team Website Chat / Phone / In-person SAAS PRODUCT Website - signed-in Website - signed-in Onboarding could be improved via support (screen-sharing or phone) Website - signed-in PROD Onboarding experience, Connect to data source(s) Use data Define roles Define reports Define triggers Search Social media (LinkedIn) Forums SEO, Community management, reviews and forum activity Lead process Problems Bugs Questions Not all support is done via our site (also community- driven forums) In-app prompts CRM emails Auto upgrades 
 for VIPs
  • 27. HELPFULLY SERVICE BLUEPRINT How does the experience unfold? ON-STAGE ACTIVITY BACK STAGE ACTIVITY PHYSICAL OR DIGITAL SITUATION CUSTOMER ACTIONS POTENTIAL BREAKDOWN WebsiteBrowsing the web Email
 (mobile optimized) Upgrade 
 account SupportUseOnboarding (1st use) Sign up Sales follow up Consider product Get introduced Download white paper Chat Sign up CRM anonymous lead (or CRM identified lead) Signup wizard (customer profile, config) Provision AWS Confirm setup & sample data (manually) Takes up to 24 hours to confirm installation and notify customer Sales team Website Chat / Phone / In-person SAAS PRODUCT Website - signed-in Website - signed-in Onboarding could be improved via support (screen-sharing or phone) Website - signed-in PROD Onboarding experience, Connect to data source(s) Use data Define roles Define reports Define triggers Search Social media (LinkedIn) Forums SEO, Community management, reviews and forum activity Lead process Problems Bugs Questions Not all support is done via our site (also community- driven forums) In-app prompts CRM emails Auto upgrades 
 for VIPs Find 3 places where your interaction can deliver magic!
  • 30. DESIGN WORKS BECAUSE OF THIS TENSION…
  • 31. CUSTOMER EXPERIENCE (LIFECYCLE & RELATIONSHIP) BROAD & NARROW USER EXPERIENCE USER INTERFACE NEW ROLES & RELATIONSHIPS FOR ORGANIZATIONS
  • 34. BUILD VS BUY VS PARTNER
  • 35. STORY TELLING 1.0 - POSITIONING & PERSUASION STORY TELLING 2.0 - CULTURE & EMOTION STORY TELLING 3.0 - PARTICIPATION STORY TELLING 4.0 - ECOSYSTEMS Framework adopted from Farrah Bostic, 2014 London 2012 #findyourgreatness Locations for TV ads include East London in South Africa, Little London in Jamaica, London, Ohio and a health club called ‘London Gym.’ TRENDS
  • 36. HELPFULLY APP FLOW DIAGRAM How does a user navigate the experience? SPLASH SCREEN WELCOME (1st Use) eCOMMERCE ITEM DETAIL VIEW VIEW A PROFILE (ALL ITEMS) VIEW / EDIT A CLOTHING ITEM CREATE A CLOTHING ITEM TAKE PHOTO VIEW HOUSEHOLD (ALL PROFILES)
 CREATE ACCOUNT (FB OR EMAIL) eCOMMERCE AD (BLURB) FAMILY SCREEN (make a 2nd account) BEG SCREEN extra benefits HOW MANY 
 USERS? Skip Skipped or filled 0 1 2+ When done, go to profile or family MAIN MENU PANEL PROFILES (LIST) FRIENDS & FAMILY (LIST) SHOP CLOSET ORGANIZATION NEW PROFILE / MANAGE LOGOUT - when we add paid accounts. eCOMMERCE SHOP PAGE CREATE A PROFILE IN APP $ MANAGE PROFILE(S) First, Last, Email, W - M - G - B select MOBILE APP EXPERIENCE You will need one of these. But also, not a 15 minute thing…
  • 37. USE TIMING CUES FOR THE EXPERIENCE (AND THE MARKETING FUNNEL) The timing as they use it
  • 38. TIME.
  • 39. TIME IS INVISIBLE. BUT IT’S SO IMPORTANT.
  • 45. Layersof cadence A PART OF LIFE BEGINNER-TO-EXPERT ROUTINE(S) USAGE A SESSION AN INTERACTION MENU ANIMATION
  • 46. Layersof cadence A PART OF LIFE BEGINNER-TO-EXPERT ROUTINE(S) USAGE A SESSION AN INTERACTION MENU ANIMATION
  • 47. Layersof cadence A PART OF LIFE BEGINNER-TO-EXPERT ROUTINE(S) USAGE A SESSION AN INTERACTION MENU ANIMATION
  • 50. HELPFULLY CADENCE MAP What’s the timing of every interaction?
  • 51. HELPFULLY CADENCE MAP What’s the timing of every interaction? Name the clusters “Mobile start-up” “Download coupon and bring it to the store” “Webcentric check-in”
  • 52. THANKS! TIME FOR DISCUSSION Zach Pousman @thinky on twitter zach@helpfully.com