Resize your UX
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Resize your UX How to deal with big jumps in project scope & budget, while maintaining a core process that keeps UX central. UX UX
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This project has a $50,000 budget. This project has a $350,000 budget. This project is for your Mom’s book club, to be paid in tea cakes and Sunday dinners. How do you resize your user experience research, efforts, and deliverables to match the scope of the project and the size of your (client’s) wallet? And how do you keep user experience top of mind when there isn’t room for it in the top of the budget? Hear tips and tricks for loving your users at any price point.
Transcript of Resize your UX
Resize your UX
How to deal with big jumps in project scope & budget, while maintaining a core process that keeps UX central.
UXU
X
RESIZE YOUR UX
2@UXmarti #MWUX12
High Level IA for this Talk
1. Get to know you2. The problem 3. My solution4. Shortcuts5. Dontcuts6. The One Slide you MUST see!7. Q & A
RESIZE YOUR UX
3@UXmarti #MWUX12
Get to know you
I <3 U + UX
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4@UXmarti #MWUX12
About MeFirst digital memory: playing monkey math game on Atari
First email address: [email protected]
First job in digital: department website at my undergrad work study job
Official training: MIS in HCI from University of Michigan
Name dropping:Levis National Institute of Health NuStep Whirlpool Giant Eagle Inland Jergens Biore John Frieda
Current Affiliation: Enlighten, a born digital agency
Brand Loyalty:Mac at home, PC at work, ipad, android phone, commute on a Cannondale
RESIZE YOUR UX
Marti GukeisenInformation Architect Interaction Designer
Senior User Experience Designer
RESIZE YOUR UX
5@UXmarti #MWUX12
About You
Where do you do it? In-house
for a single brand/entity
Agencylots of different clients
Soloconsulting, contracting
What do you do? student
I don’t do real work yet
IxD / UX / IA call it what you want, you UX
I am a UX+ _______visual design, coding, etc.
consultant i.e. criticize other people’s work
Outlier chair tester, rocket scientist, etc.
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The problem
So what’s the rub?
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Budgets vary, but your task seldom does:
create an outstanding user experience
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Or rather…
create an outstanding, intuitive, innovative, user
experience that dwarfs competitors and can be
live in a month for next to nothing
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UX Artifacts & Deliverables(a partial list)
Analytics Assessment Card Sorting CMS content model Competitive Review Consumer Trends Content Inventory Content map Cross-property Activity
Analysis Ethnographic Research Feature Cards Feature Set Focus group plans Functional requirements Functional specifications
Heuristic Evaluation Identify Business
Objectives Identify Stakeholders Identify User Objectives Interview reports Interview scripts Messaging framework Needs Analysis Online Surveys Paper Prototyping Personas Prototypes Reports Review Research
Scenarios Search Term Analysis Site Diagram / High level
IA Story Cards /
Storyboarding Task Diagrams Use cases User Flows User Segmentation User Task Analysis User testing analysis and
reports User testing scripts Wireframes / Page level
IA
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Without a plan, this list can become…
High Level IA
Wireframes Functional Specifications
Knock, Knock.
Who’s there?
UX.
Yeah, that’s what I
thought.
UX who?
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My SolutionBecause sometimes it’s not cheating when you share answers.
U
Uh, no. This is not a prove-that-math-matters
kind of moment.
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My Hypothesis
structuring your deliverable selection can help you
manage variability in project size & scope
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Aspects of UX
Determine GoalsBusiness objectives, user motivation, other stakeholder goals.
Understand the EnvironmentBrand context, competitive space, user expectations & habits.
Plan the InteractionWhat states & steps are needed?
Validate & AssessAsk, test, iterate.
Document the PlanFacilitates shared understanding for everyone involved.
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RESIZE YOUR UX
Determine Goals
Understand the Environment
Plan the Interaction
Validate / Assess
Document the Plan
Identify Stakeholders Content Inventory Scenarios Heuristic Evaluation Site Diagram
User Segmentation Competitive Review User Flows Online Surveys Wireframes
Needs Analysis Analytics Assessment Task Diagrams User testing scripts Story Boards
Consumer Trends Review Research Use cases User testing analysis and reports Content map
Personas Cross-channel Analysis Feature Set Interview scripts Functional
requirements
Search Term Analysis User Task Analysis Feature Cards Interview reports Functional specifications
Identify User Objectives
Ethnographic Research Card Sorting Prototypes CMS content model
Identify Business Objectives Paper Prototyping
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Allocating your time & picking your deliverables
Which deliverables will best meet the needs of you and your team?
How much attention does each aspect of the project deserve?
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Consider this…
LifespanProject will be up for days? Months? Years? (More = More everything)
Screensor pages/states (More=More time planning, documenting)
ComplexityLinear? Decision Tree? Star chart? (More=More documentation)
User Inputs(More=More interaction planning)
Novelty (More=More understanding the environment, validating, assessing)
Timeline (Less=Less something)
Budget (Less=Less something)
Who Else is Involved (More=More documentation)
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RESIZE YOUR UX
Determine Goals
Understand the Environment
Plan the Interaction
Validate / Assess
Document the Plan
Time
Tasks
Task Table
Needs more
cowbell.
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RESIZE YOUR UX
Determine Goals
Understand the Environment
Plan the Interaction
Validate / Assess
Document the Plan
Time 2 days 2 days 2 weeks 2 weeks 2 weeks
Tasks
Business kickoff meeting (1/2 day)
User Interviews (1 day)
Review existing client survey data
(1/2 day)
Review Analytics (1/2 day)
Informal competitive
review (1 day)
Scenarios(2 days)
Feature Set(1 day)
Flow diagram(2 day)
Wireframing(1 week)
Updates (1 week)
Prototype testing(3 days)
Interpret results (2 days)
Functional specifications
(2 weeks)
Task Table Example
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Shortcuts
Because there’s never enough time.
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When is it okay to cut corners?
…when you (or somebody, or everybody) already knows the answer.
Use existing information, industry reports, repurpose personas for the same user segment.
Don’t re-invent the wheel (or the comment box, or date picker, or search results…)
Borrow from existing paradigms whenever it’s appropriate.
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Assessment & Validation: User Testing on a Shoestring
Focus on the 20% that’s different, not the 80% that’s the samethe wheel works, trust me. I ride a bike.
Quick and (relatively) cheap online testing such as UserTesting.com
Guerilla UXinvade and conquer in your local coffee shop
Ask your mom or at least someone who isn’t on the project
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Dontcuts
Because there’s always time for regret.
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When it’s not okay to cut corners
…when it means you are skipping a step completely.
Determine Goals
Understand the
Environment
Plan the Interaction
Validate / Assess
Document the Plan
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The One Slide You MUST seeWell not this slide, the next slide. And the next one.
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Summary
Objective: Meet the challenge of scope that changes with every project, and keep UX core to your process
Method: Use a task table to plan how you allocate your time and choose the correct deliverables
Consider: lifespan, screens, complexity, user inputs, novelty, timeline, budget, who else is involved
Do: take shortcuts when it means you aren't duplicating others' work
Don't: skip steps; you'll end up regretting it
