anatomy of an effective website redesign
DESCRIPTION
Here's an understatement: website redesigns are challenging. Completing a highly successful redesign can be a daunting process down an unpaved road filled with potholes. If you've been down that road you know the drill – they need to be strategic and tactical. This presentation was first given at the 2014 Ingeniux User Conference and covers the 9 stages of an effective site redesign. We cover the gamut from the design process (IA/UX) to establishing a strategic foundation, content strategy and content management, stakeholder engagement and leadership buy-in, governance and decision-making, technical considerations, analytics and measuring success, mobile and social waves upon us, and the next wave (accessibility) soon to come. http://www.theprimacy.comTRANSCRIPT
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 1
#IGXUC14
Thank you for coming today!
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 2
#IGXUC14
Sharing today?
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 3
@ZigZagJeff
@thePrimacy
#igxuc14
#IGXUC14
Embarking on website redesign journey
Daunting process
Strategic and tactical
Sprints, in context of marathon
Cross functional teams with competing
agendas
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 4
#IGXUC14
Common theme:This stuff is hard!
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 5
#IGXUC14
Informational
Transactional
Experiential
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 6
{
{
{
{
#IGXUC14
No other category of website has a greater range of relevant target audiences than a college or university.
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 7
Feel free to tweet this.
#IGXUC14
Typical Website Redesign Takes 9-18 Months!
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 8
…Once you actually start!
#IGXUC14
See your life somewhere in here?
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 9
Website not meeting
expectationsPlan for overhaul
Attempt to accomplish internally
Meet with groups around campus
No one can agree on anything
Consider hiring outside firm
Fight for budget RFP process
Put on hold to wait for new
incoming VP of Marketing
New VP hired
VP puts project on hold to
assess overall needs
Budget reallocated to pressing need
Admission and Alumni teams
scream for help with the website
New VP secures the budget
RFP processOutside firm
hired
#IGXUC14
See your life somewhere in here?
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 10
Website not meeting
expectationsPlan for overhaul
Attempt to accomplish internally
Meet with groups around campus
No one can agree on anything
Consider hiring outside firm
Fight for budget RFP process
Put on hold to wait for new
incoming VP of Marketing
New VP hired
VP puts project on hold to
assess overall needs
Budget reallocated to pressing need
Admission and Alumni teams
scream for help with the website
New VP secures the budget
RFP processOutside firm
hired
And
suddenly a
year has
gone by!
#IGXUC14
All too familiar result…
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 11
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
Foundation for Website Redesign
Where teams should spend
MORE of their time
Where organizations should spend
MORE of their time
Where teams spend MOST of their time
Where organizations spend MOST of their time
Communication
& Content
Strategy
Information
ArchitectureTechnology
Visual Design
12
#IGXUC14
Disclaimer
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 13
3 hours of content
Thought provoking
Not a tutorial
#IGXUC14
What is most important?
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 14
Usable
Desirable
Viable
#IGXUC14
VIABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 15
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 16
Executive
sponsorship
Decision-
making team
Advisory
group
#IGXUC14
Website of the Future
17
Business
• Admission
• Advancement
• Academic Reputation
Brand
• Mission & Values
• Community
• Expanded Reach
Audience
• Student Engagement
• Influencers
• Brand Ambassadors
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
Aligned with strategic objectives
and defining attributes
#IGXUC14
Strategic Phase
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 18
Fact-finding• Business requirements
• Real differentiators
Vision-creation
• Strategic view
• Drives a tactical roadmap
Consensus-building
• Shared objectives
• Ladders to organizational vision
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 19
#IGXUC14
Digital Roadmap
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 20
User Experience Quality and Focus
Bra
nd C
ohesio
n a
nd D
iffe
rentiation
Today
Phase I
Phase II
Phase III
#IGXUC14
DESIRABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 21
#IGXUC14
Content and Context Drives Desire
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 22
#IGXUC14
Content and Context Drives Desire…
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 23
#IGXUC14
Content and Context Drives Desire…
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 24
#IGXUC14
Content and Context Drives Desire…
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 25
#IGXUC14
Content and Context Drives Desire…
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 26
to spend more time figuring it outD
esir
e
Time Willing to Spend
#IGXUC14
www.IGXUC14.com
Offerings
Outcomes
Proof Points
Nuts and Bolts
What How
Why
Informational Transactional
Experiential
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 27
#IGXUC14
USABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 28
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 29
The problem is there are no simple “right” answers for most Web design questions (at least not for the important ones).
What works is good, integrated design that fills a need—carefully thought out, well executed, and tested.
― Steve Krug, Don't Make Me Think: A Common Sense Approach to Web Usability
”
“
#IGXUC14
More navigation does NOT mean more usable
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 30
#IGXUC14
Often, the structural “bones” are there…
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 31
There’s only so many ways to name and
organize these sections
#IGXUC14
We’ve forgotten about the reason “they” are here.
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 32
To consume, experience and interact with… content!
#IGXUC14
…and every page works against itself
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 33
Navigation
Contextual
Links
Factoids
and
thematic
content
AKA: “I read
somewhere
about a 3-click
rule, so lets put
navigation
everywhere”
AKA: “We
have added
too many
things and now
the IA isn’t
intuitive”
AKA: “I know
you came
looking for
something
specific but
maybe click on
me instead”
#IGXUC14
Vision and
Requirements
Experience
Design
UI Design/
Wireframing
Visual Design
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 34
#IGXUC14
Usability =
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 35
Empathy for the Site Visitor
#IGXUC14
Test early, and as often as possible
36#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
#IGXUC14 37#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
#IGXUC14
Usability is different than like-ability
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 38
#IGXUC14
LAUNCH-ABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 39
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 40
Content
#IGXUC14
Waterfall
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 41
Agile
Watergile
#IGXUC14
Project Kick Off
Client Provided Data
Stakeholder Interviews, Research
Digital Plan and Scorecard
IA & SEO Strategy
Wireframe Development
Functional Requirements
Visual Design (Look and
Feel)
Visual Design (Tier Page System)
HTML Build, QA
CMS BuildApplication
DevelopmentQA/Testing
Content Migration
Launch
Process & Context
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 42
#IGXUC14
High Level Timeline
43
Deliverable M 1 M 2 M 3 M 4 M 5 M 6 M 7 M 8 M 9 M 10 M 11 M 12
Project Planning
Technical
Requirements
wCMS
Recommendation
Research and
Discovery
Digital and Content
Strategy
Design
Content
Development
HTML Buildout
wCMS Buildout
Testing and Go-
Live
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
#IGXUC14
And there’s this thing called: SEO
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 44
Page Element
Meta Titles
Meta Descriptions
Site Content
Navigation & URL Structure
Social Media
Sitemaps & Robot.txt
Headers (h1, h2,h3)
Images
#IGXUC14
And the oft-forgotten 301 redirects
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 45
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 46
Content
#IGXUC14
MANAGEABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 47
#IGXUC14
Technology will never solve an organizational challenge.
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 48
“
”
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 49
#IGXUC14
The Governance Pendulum
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 50
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 51
Decentralized
No single owner
Organic technology and procedures
Distributed content ownership
Often the Wild West
Federated
Single owner backed by a ‘central services’ team
Centralized technology, templates and policies
Combine Dept. SMEs with Content and Visibility Specialists
Builds on what’s working in current state
Centralized
Single owner or cross functional team owner
Centralized technology, templates and policies
Centralized content ownership
Too controlling and bureaucratic to enable participation/usage
#IGXUC14
Move to a Modular Framework
52
Balance evergreen and fresh content.
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
#IGXUC14
Shift to content “modules”
53
Utilize a balance of evergreen and fresh content to create a modular site experience.
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
#IGXUC14
SUSTAINABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 54
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 55
Preserving the Home page from promotional overload requires constant vigilance, since it usually happens gradually, with the slow, inexorable addition of just...one...more...thing.
― Steve Krug, Don‘t Make Me Think Revisited: A Common Sense Approach to Web Usability (3rd Edition)
”
“
#IGXUC14
Avoid iterating back to the starting point
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 56
Starting
Point
Grand
Vision
9-12 months of
blood, sweat and tears
#IGXUC14
Less Org Chart.More Content-Centric.
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 57
#IGXUC14
Project Management
Process Model
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 58
Vision and Leadership
ContentWeb Print
Social
#IGXUC14
Subject Matter Experts and Storytellers
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 59
#IGXUC14
SME and Storyteller
60
Storyteller
“Service Line Editor”
Marketing Team
Subject Matter Expert
Service Line
SME Name
Subject Matter Expert
Service Line
SME Name
Organization
Marketing
Web Content
Syndication, SEO, Social
Content Direction
Content Standards & Support
Content Development
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
#IGXUC14
1403
Content Strategy[TM]
140 Characters
140 Words
140 Sentences
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 61
#IGXUC14
1403 Content Strategy
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 62
Bite-sized
Mid-sized
Super-sized
• 30-60 seconds
• 1-2 minutes
• 5+ minutes
#IGXUC14
1403
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 63
Top Level
Deep Level
Bite
Size
Mid Size
Super Size
#IGXUC14
CONSUMABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 64
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 65
Small, digestible chunks of content are most
frequently clicked
Direct headlines resonate with users
#IGXUC14
2 minute storytelling
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 66
#IGXUC14
Pulling in, vs. pushing away
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 67
#IGXUC14
Pulling feeds in, not pushing away
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 68
#IGXUC14
Social Hashboard
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 69
#IGXUC14
Responsive Design
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 70
Content optimized across devices.
#IGXUC14
Adaptive approach
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 71
#IGXUC14
Anticipating the next wave
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 72
1 Social
2 Mobile
3 Accessibility
http://www.theprimacy.com/blog/changes-in-web-accessibility/
#IGXUC14
CUSTOMIZABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 73
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 74
Content is king (queen).
Context is heir to the throne.
#IGXUC14
Allow visitors to:
“explore” on their terms
“discover” with your guidance
75#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
#IGXUC14
Geo-Targeted Content
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 76
#IGXUC14
Aggregated topical content
77
In the topic area
In News
Any other place in the site
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
#IGXUC14
Contextually relevant throughout experience
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 78
Conveniently, all wired and ready
to go for DMS
#IGXUC14
Using high-value “journey” stages
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 79
#IGXUC14
Empathetic anticipation
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 80
#IGXUC14
Audience-focused, high-value navigation
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 81
Audience selector
changes links in menu
#IGXUC14
Work toward “super-personalized”
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 82
#IGXUC14
MEASUREABLE
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 83
#IGXUC14
MEASURING SUCCESS
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 84
Identify measures at the outset
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 85
Activity-based Measures
Performance-based
Activity-based
#IGXUC14
It’s not a page.It’s not a website.
It is a digital platform.
It is the hub for all communications.
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 86
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 87
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
0
20
40
60
80
100
120
140
160
180
200
0
10
20
30
40
50
60 rc/visit
rc/apply
rc/studyabroad
Landing Pages are effective router pages Road Piece
Vanity URL Visits New Users
Ave. Time on Page
Pages/VisitAve.
Session Duration
rc/studyabroad 1,340 470 0:28 5.8 6:22
rc/academics 274 31 0:25 35.9 5:14
rc/visit 261 112 1:33 2.5 3:26
rc/studentactivities 162 18 0:48 17.4 3:13
rc/apply 94 33 1:17 1.9 2:14
rc/netprice 22 12 0:26 6 5:43
Total 2,153 676 0:49 11.6 4:22
Users tend to spend little time on the
landing page but navigate to other pages
Ave. site duration and pages/visit are
high, inferring that users are engaged
passed the initial page
??
88
#IGXUC14
Email remains an effective marketing channel
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com
Source VisitsBounce
RatePages / Visit
Avg. Visit Duration
Application Start (Goal 1
Conversion Rate)
Application Start (Goal 1
Completions)
Regis University Employees 7,850 49.5% 3.3 04:53 0.04% 3
ruffalocody 3,022 47.2% 3.0 02:01 0.83% 25
Eloqua 3,008 45.9% 4.2 06:47 0.00% 0
visit 1,839 66.2% 2.5 02:54 0.11% 2
Humanities and Social Sciences 1,808 67.6% 2.4 02:47 0.00% 0
apply 1,078 50.8% 4.2 05:31 3.71% 40
Admissions 488 43.7% 4.3 03:48 0.00% 0
hs_email 363 51.5% 3.1 04:46 0.00% 0
accept 235 49.4% 4.6 05:39 0.00% 0
committed_students 114 78.1% 2.0 01:46 0.00% 0
application_started 39 100.0% 1.0 00:00 0.00% 0
January 28th 2014 21 57.1% 1.6 03:24 0.00% 0
regisreport 18 55.6% 4.1 08:49 0.00% 0
SB-CompTIAEB 14 14.3% 6.3 05:14 0.00% 0
survey 14 100.0% 1.0 00:00 0.00% 0
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
Primacy Emails
Delivered: 130,943
Open Rate: 32.4%
CTR: 5.2%
Visits from All Email Efforts: 19,376
Website V
isits fro
m E
mails
89
#IGXUC14
Even tangible, dimensional aspects…
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 90
#IGXUC14
…can drive social initiatives
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 91
#IGXUC14
Business Objectives
1. Enrollment:
Increase conversion
and *qualified
enrollments
*%enrollments that fulfills financial
commitment
2. Awareness & Perception:
Enhance brand
awareness and
perception
3. Satisfaction:
Increase visitor
satisfaction
Success Definition
Increase in Task completion
rates by Audience (b)
Lift in Visitor Satisfaction
ratings by Audience (a)
Increase in Return Visit Share
Reduction in exit rates for key
content pages
Increase in Engagement rate (visit
depth and duration)
Increase in Enrollments (b)
Increase in %enrollments that
fulfill financial commitment (b)
Increase in Application submissions
online
Increase in Inquiries to main
recruiting number
Increase in visits to Prospective
Students content areas
Increase in Website Visits (b)
Increase in organic branded
search visits (b)
Increase in overall and
positive social mentions (b)
Increase in visits from target
geographies
Lift in NPS score
― (a) = attitudinal (e.g., social monitoring, consumer satisfaction/ visitor survey)
― (b) = behavioral (e.g., Google Analytics, Student database)
― (f) = financial (e.g., Organization)
Digital ScorecardData
Sources
Analytics
‐ Student
database
Current
Performance
xx,xxxenroll
XX%% app
Benchmark
xx,xxxenroll
XX%%app
2015 Target
+10%
+10%
Analytics
WMTs
‐ Social
Monitoring
4.4MMmonthly/ visits
xx,xxxmonthly/ organic
xx,xxxmonthly/ visits
xx,xxxmonthly/ organic
+15%
+10%
Analytics
‐ Visitor
Surveys
XX%task rate
xx%visitor sat
XX% task rate
xx% visitor sat
+10%
+10%
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 92
#IGXUC14
more inquiries – up 13% more applications – up 7%more campus visits – up 57%more deposits – up 42%
great feedback from focus groupsgreat feedback from parentsgreat feedback from campus great feedback from awards shows
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 93
#IGXUC14 #igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 94
#IGXUC14
Recap
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 95
ViableDesirableUsableLaunch-ableManageableSustainableConsumableCustomizableMeasureable
#IGXUC14
Are you ready and “able”?
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 96
#IGXUC14
QUESTIONS ?
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 97
#IGXUC14
THANK YOU
#igxuc14 | @thePrimacy | @ZigZagJeff | thePrimacy.com 98
@thePrimacy
@ZigZagJeff