Usability...Or Strategic User Experience?

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Paul Sherman ShermanUX

description

Presentation at Usability Marathon 2, 14 October 2009, http://marathon.uidesign.ru/ Originally presented to the Online Marketing Association's 2009 Conference in San Diego CA, February 2009. Also presented in shorter form at Big (D)esign 09 in Dallas TX, May 2009.

Transcript of Usability...Or Strategic User Experience?

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Paul  Sherman  ShermanUX  

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 Usability  testing  ≠  a  good  user  experience!  

 Strategic  user  experience  planning  can  yield  a  unified  and  consistent  user  experience.    

And  strategic  design  leads  to  great  user  experiences.  

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 Usability  testing  is  almost  always  tactical  and  short-­‐term  focused.  

 Even  when  done  across  releases…the  results  are  almost  always  used  tactically.  

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But  the  method  is  not  well  suited  for:    Crafting  a  unified  user  experience    Planning  for  tomorrow’s  user  experience    Creating  delight,  loyalty,  stickiness  

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Usability  testing  and  evaluation  can  find  problems  with  your  site  or  product.    

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Delight  Loyalty  

Stickiness  

How  do  you  attain  these?  

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By  designing  the  user  experience:  

For  now.  For  next  year.  

And  the  years  after  that.  

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And  designing  the  entire  experience…    

Not  just  your  product  or  web  site’s  user  interface.  Or  your  email  campaign’s  HTML  formatting.  Or  

the  user  assistance  content.    

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Strategy  vs.  tactics  

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 “[Strategy  is]  A  long  term  plan  of  action  designed  to  achieve  a  particular  goal.”  

 “Strategy  is  differentiated  from  tactics  or  immediate  actions  by  its  orientation  on  affecting  future,  not  immediate  conditions.”  

9  Wikipedia.org  

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 Strategic  plan:  Go  from  airport  to  hotel  

 Tactics:      Make  some  turns  

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“Find  and  fix”  usability  is  like  making  a  turn.    

It’s  a  good  thing  to  do…    If  you  know  where  you’re  going.  

Do  you?  

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 At  many  companies,  various  groups  and  departments  are  not  aligned  around  creating  the  best  user  experience  possible.    

 In  fact,  some  groups  are  incented  to  create  a  bad  user  experience.    

 How  can  that  be?  Easy…unintended  consequences  of  incentive  structures.    

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 Example:  Imagine  a  fictional  company  where  a  marketing  department  is  responsible  for  shipping  and  fulfillment.    

 Imagine  they  charged  $15.95  USD  to  ship  a  box  of  software.  And  this  made  the  department  500K  yearly.    

 How  many  people  do  you  think  abandoned  their  shopping  carts  when  they  saw  that  price?  

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 …and  how  many  customers  do  you  think  were  lost  because  of  this  one  short-­‐sighted  decision?  

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 Usability  testing  and  user-­‐centered  design  can  only  do  so  much.  

 To  create  great  user  experiences,  you  have  to  take  a  holistic  -­‐  and  strategic  –  approach.  

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 I’m  not  the  only  person  saying  this:    

 Steve  Baty  –  “Being  An  Experience-­‐Led  Organization”    http://bit.ly/40xrLP  

 Jared  Spool  –  UPA  2009  keynote      (I’ll  find  a  link  somewhere…)  

 And  many  others.  

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Usability  and  user  experience  

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What  is  usability?      Your  intended  users  can  accomplish  what  they’re  trying  to  do  on  your  site  or  with  your  product.    

What  is  user  experience?    The  positive  AND  negative  attitudes  and  affect  generated  from  interacting  with  your  offering,  on  several  dimensions.    

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21  From  Peter  Morville:  http://semanticstudios.com/publications/semantics/000029.php  

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 …but  only  a  part.    

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Measure  it    There  are  many  ways  to  do  this.    NPS  (net  promoter  score)  is  one  of  them,  but  it  doesn’t  capture  all  the  dimensions  of  user  experience.  

There  is  no  one  best  way    My  advice:  multiple  methods,  multiple  measures.  

  Both  quantitative  and  qualitative.  23  

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 The  first  step  is  to  become  aware  of  the    problems!  

 How?    

 Walk  through  the  entire  customer  experience.    

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 From  sign-­‐up  to  initial  use…free  to  pay  conversion…calling  and  emailing  help,  tech  support,  and  billing…even  closing  the  account.  

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 If  you  don’t  know  about  this  concept,  talk  to  your  product  managers.  They  do.  

26  A  typical  product  manager-­‐y  image…    

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 Check  your  IVR!  Most  are  horrible!  (IT  typically  designs  the  prompts  and  call  flows.)  

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 Just  because  you  do  GUI  doesn’t  mean  you  can  do  VUI…  

 VUI  expert  Susan  Hura    “Is  Your  Goal  To  Get  Rid  Of  Money?”  

 http://bit.ly/2yehF    “Are  You  Working  Hard  To  Suck  Less?”  

 http://bit.ly/18vVP1  

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 She’s  my  wife.  

 She’s  also  the  best  VUI  usability  expert  around.  

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How  do  you  “do”  strategic  user  experience?    

It  sometimes  means    big  changes.    

It  often  drives  process  and  organizational  structure  changes.  

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 Remember,  in  many  organizations,  departments  and  teams  are  incented  to  create  bad  user  experiences.  

 Changing  organization  structures  and  incentives  to  refocus  on  the  customer  is  hard  work.  

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 Offline:      Nordstrom’s.  Virgin  Air.  

 Online:    Zappos.  Amazon.  Land’s  End.  (Offline  too.)    

 Who  else?  

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The  sad  truth:  most  organizations  don’t  align  on  the  

user  experience.  

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 Everybody’s.  And  nobody’s.    

 That’s  the  problem.    

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How  do  you  take  a  strategic  approach  to  creating  a  great    

user  experience?    

 Four  very  hard  easy  steps…  

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 1.  Alignment    Find  the  disincentives  to  delivering  a  good  user  experience,  then  surface  them  to  your  leadership.  Eliminate  them.  

 Advocate  for  tweaking  the  business  model  if  you  need  to.    

 Don’t  take  “bad  profits”.  Bad  profits  are  unsustainable  profits.  

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 2.  Values    Be  open  to  learning  about  and  improving  the  user  experience.    

 Those  aphorisms  about  the  customer  always    being  right?  They’re  all  true.  

 Remember  the  guy  who  complained  about  the  food  on  Virgin  Air?  He’s  now  a  taster.  Stunt?  Yes.  But  effective  and  revealing!  

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 3.  Assess  the  user  experience  holistically    Traverse  the  customer  corridor.  Assess  the  total  experience  –  not  just  the  UI.  

 Find  the  sticky  points,  the  little  trapdoors.  

 Remember,  one  bad  touchpoint  affects  the  whole  brand.  

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 4.  Leverage  user  experience  design    Don’t  just  fix  the  little  user  experience  trapdoors  and  holes.    

 Assess  and  redesign  the  customer  touchpoints…  all  of  them.  Even  the  IVR.    

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Yeah,  but…  how  do  I  get  my  organization  to  do  this?    

“Initiative”  

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Give  yourself  a  new  job:    “Change  agent”  

Easy  to  say…  harder  to  put  into  practice.  “Initiative”  

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UX

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A  person  who  leads  a  business  initiative  by:    Defining  and  researching  the  problem    Planning  the  intervention    Building  business  support  for  the  intervention    Enlisting  others  to  help  drive  change  

Isixsigma.com  UXmatters.com  –  “The  User  Experience  Practitioner  As  Change  Agent”  

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“Change  agents  must  have  the  conviction  to  state  the  facts  based  on  data,  even  if  the  

consequences  are  associated  with  unpleasantness.”  

Isixsigma.com  Uxmatters.com  –  “The  User  Experience  Practitioner  As  Change  Agent”  

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Successful  strategic  user  experience  is  not  just  about  delivering  a  design  or  testing  

the  UI.  

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It’s  about  aligning  the  organization  to  measure  and  improve  the  user  experience…  

Using  the  tools  and  techniques  of  user  research,  interaction  design,  and  usability  assessment.  

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If  you’re  doing  your  job  right,  you’re  changing  your  

organization.  

“Initiative”  

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Get  out  of  your  silo,  comfort  zone,  etc.  Be  nosy.  Really  understand  your  business’s  revenue  and  profitability  goals.  And  who’s  responsible  for  delivering  what  part  of  it.  

Plan  and  influence    Advocate  for  planning  the  user  experience  of  the  product(s)  you  support.  Socialize  the  plan,  sell  the  plan.  

Measure  and  improve  Measure  the  user  experience  to  know  how  to  improve  it.  

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You  might  not  get  to  focus  on  strategic  issues  yet.  But  start  thinking  about  it  now.    

Start  talking  with  your  colleagues  about  the  long-­‐term  direction  of  the  products  and  services  you  support.  

Find  the  problems  with  usability  testing  and  evaluation.  Fix  the  ugly  parts  now,  but  plan  to  overhaul  the  whole  experience.    

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 Connecting  Cultures,  Changing  Organizations:  The  User  Experience  Practitioner  As  Change  Agent.  Paul  Sherman.  http://uxmatters.com/MT/archives/000162.php  

 Customer  Support  on  the  Web:  Don't  Call  Us,  We'll  Call  You.  Dan  Szuc.  http://www.uxmatters.com/mt/archives/2007/11/customer-­‐support-­‐on-­‐the-­‐web-­‐dont-­‐call-­‐us-­‐well-­‐call-­‐you.php  

 The  Bizarre  Myth  of  Customer  Service:  An  Interview  With  David  Jaffe  http://www.infodesign.com.au/uxpod  (Look  for  #42…  see,  it  IS  the  answer  to  everything.  )  

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 Paul  Sherman    http://www.shermanux.com    [email protected]    Twitter:  @pjsherman  

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