integrating ux in to a growth digital agency

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UX Andrew Shanley @andyshan [email protected] Integrating In to a Growth Digital Agency

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A presentation created to help account managers understand the fundamentals of User Experience [UX], and how to apply a user-centric approach for Growth Digital Agencies (GDA). It advocates building a UX centered around three inner disciplines; User Research, Information Architecture, and User Testing. Additionally, it tells how and why UX should begin at the project strategic/kick-off stage, how UX should be evangelised as central to a project's methodology, all while debunking the 'UX as a design deliverable' myth.

TRANSCRIPT

Page 1: Integrating UX in to a Growth Digital Agency

UXAndrew Shanley

@ a n d y s h a na n d y @ a n d r e w s h a n l e y. c o . u k

Integrating

In to a Growth Digital Agency

Page 2: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

What's coming up...

Page 3: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

The Growth Digital Agency (GDA) Challenges

Introduction to UX

Why UX matters / ROI

Current and future issues

The Working UX team

UX Vs IA

Where UX fi ts in to the development cycle

What service we provide, and when (Engagement model)

What's coming up

Page 4: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

The Growth Digital Agency (GDA)- Challenges

Page 5: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

A Growth Digital Agency is an agency that's growing fast! With this comes it's own challenges. Some common themes:

Cost: "UX is expensive - we can't afford it"

Importance: "UX will eats in to project time"

Agency size: "Do we need to a UX department?"

Understanding: "Clients don't get UX.. WE don't get UX"

Is it really being practised? : "We already do wireframes!"

Challenges

Page 6: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

So why do UX in the first place?

Page 7: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

h t t p : / / w w w. n n g r o u p . c o m / a b o u t /h t t p : / / w w w. u x - l x . c o m / d o n n . h t m lh t t p : / / w w w. i x d s t u d i o . c o m / b l o g / 8 - t h i n g s - e v e r y - u i - d e s i g n e r - s h o u l d - k n o w /h t t p : / / u x d e s i g n . s m a s h i n g m a g a z i n e . c o m / 2 010 / 10 / 0 5 / w h a t - i s - u s e r - e x p e r i e n c e - d e s i g n - o v e r v i e w - t o o l s - a n d - r e s o u r c e s /

Coined by Dr. Donald Norman*, 'user experience' (UX) is "design centered on the user’s wants and needs – an experience that gets beyond business

goals and digs into users’ goals" (circa 1993)

UX is the notion that not only design but strategic decisions should be based on the needs and wants of users.

*Nor man is a cognit ive sc ience researcher, co- founder of Nielsen Nor man Group and for mer vice-president of Apple .

A definition

Page 8: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

In a commercial context

R A Z O R B R A N D I N G ™ : B R A N D I N G T O U C H P O I N T S : h t t p : / / w w w. t h e r u s s o g r o u p . c o m / b r a n d i n g - t o u c h p o i n t s /

UX design is driven by consideration of the moments of engagement, or touchpoints, between people and brands, and

the ideas, emotions, and memories that these moments create.

Page 9: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

The product The experience

A better definitionCLIENT

needs

USERneeds

USERneeds

CLIENTneeds

Moment of engagement

strategy

Page 10: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

Why UX matters

Page 11: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

The ROI of UX

Reduced COST

Increased PRODUCTIVITY

Increased SALES

Increased BRAND LOYALTY

Increased BRAND ADVOCACY

User centred product + increased client buy-in+ user testing at earlier stages =Fewer latter-stage iterations and code-rewrites

Users can fulfi l their tasks faster, less effort required

Pain points reduced, reduced barrier to sales( h t t p : / / w w w. u i e . c o m / a r t i c l e s / t h r e e _ h u n d _ m i l l i o n _ b u t t o n / )

Pleasant emotions and memories associated with product and brand.. .

. .tell all your friends about it!

U X B a s i c s & T h e R O I O f U X : h t t p : / / w w w. s l i d e s h a r e . n e t / a l g o r h y t h m / u x - b a s i c s - t h e - r o i - o f - u x

Page 12: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

The ROI of UX

Reduced COST

Increased PRODUCTIVITY

Increased SALES

Increased BRAND LOYALTY

Increased BRAND ADVOCACY

User centred product + increased client buy-in+ user testing at earlier stages =Fewer latter-stage iterations and code-rewrites

Users can fulfi l their tasks faster, less effort required

Pain points reduced, reduced barrier to sales( h t t p : / / w w w. u i e . c o m / a r t i c l e s / t h r e e _ h u n d _ m i l l i o n _ b u t t o n / )

Pleasant emotions and memories associated with product and brand.. .

. .tell all your friends about it!

U X B a s i c s & T h e R O I O f U X : h t t p : / / w w w. s l i d e s h a r e . n e t / a l g o r h y t h m / u x - b a s i c s - t h e - r o i - o f - u x

Or, rather than increased brand advocacy, could the measure be a

reduction in brand opposition ?

Page 13: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

So, we need to sellthis approach ( ) back in to the client

There is much value

to be had.. ..in designing around user needs

USERneeds

CLIENTneeds

Page 14: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

UX Scope: where UX gets involved

Page 15: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

UXers sit further toward the ‘person’ end of the scale, focusing on understanding end users, stakeholders, and what is going to work well for them as a wholistic experience.

The GDA's UX team should work closer with the Insights, analytics and research departments

The GDA's UX teams' aim is to add strategic value to project teams.

The Elements of User Experience (2002)J e s s e J a m e s G a r r e t t h t t p : / / w w w. j j g . n e t / e l e m e n t s /

The User Experience strategy

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GDA UX team touchpoints: bridging disciplines

User researchContent strategy

Information architecture

Interaction design

Usability

Visual design

T h e U X U m b r e l l a [ a d a p t e d ] , D a n W i l l i s ( @ u x c r a n k ) 2 011

strategy

dev.

Bridging UX with those assoc iated d isc ip l ines , on

e i ther s ide , in other areas o f the companyUX

Page 17: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

GDA UX team touchpoints: information architecture

User researchContent strategy

Visual design

T h e U X U m b r e l l a [ a d a p t e d ] , D a n W i l l i s ( @ u x c r a n k ) 2 011

strategy

dev.

Information architecture

Interaction design

Usability

Information architecture Bridging UX with those assoc iated d isc ip l ines , on

e i ther s ide , in other areas o f the companyUX

Page 18: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

GDA UX team touchpoints: test iteratively

User researchContent strategy

Visual design

strategy

dev.

Information architecture

Interaction design

UsabilityBridging UX with those assoc iated d isc ip l ines , on

e i ther s ide , in other areas o f the companyUX

Information architecture

Testhypothesis

Testhypothesis

Testhypothesis

Testhypothesis

Page 19: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

GDA team and structure

Page 20: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

UX

F o c u s e s i n g a t h e r i n g i n s i g h t sa b o u t t h e u s e r s f r o m s o c i a l n e t w o r k s ,

s u r v e y s , i n t e r v i e w s a n d w o r k s h o p s . C r e a t e s p e r s o n a s t o s y m b o l i c a l ly

r e p r e s e n t e n d - u s e r g r o u p i n g s

GDA UX Team

User Researcher Information Architect User TesterC r e a t e s hy p o t h e s e s , r e s e a r c h e s h o l i s t i c a n d

c o mp e t i t o r e n v i r o n e m n t s , w o r k s w i t h p e r s o n a s a n d u s e r r e s e a r c h t a k e - aw ay s t o

c r e a t e n av i g a t i o n a n d h i e r a r c h i c a l s t r u c t u r e s ( fl o w d i a g r a m s , s i t e m a p s ,

c o n t e n t m a p s , w i r e f r a m e s , s t o r y b o a r d s , e t c )

T e s t s hy p o t h e s e s . C r e a t e s w a l k - t h r o u g h s u s i n g A x u r e , o r

I n v i s i o n A p p .

Page 21: Integrating UX in to a Growth Digital Agency

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GDA UX competency levels

Information Architect (IA) UX Senior UX

Junior Mid-weight Senior

IA concer ns str uctureEmphasis on del iverablesVer y hands onBAU: Business as usual workAspire to g row in to UX role

User Experience concer ns emotionEmphasis on faci l i tating engagement

Bridging research and design teamsTraining IA and mid-weights

Brief / RFP interpretation

Title

Competency

Emphasis

Page 22: Integrating UX in to a Growth Digital Agency

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Issues identified

Page 23: Integrating UX in to a Growth Digital Agency

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What we've heard you say (account managers)...

"Let's just do some wireframes"The poor mans designer

"This needs to be UX'd"The buzz word

"We've done this design, it's not quite working, can you look at it?"

[on a new project]

The afterthought (usability audit)

= We know UX needs to be applied, but we don't quite get the where, when and how.. .

Page 24: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

Why? Because UX is not UI - It's much more...

StrategyUser needs

Client / product objectives

ScopeFunctional specs

Content requirements

StructureInteraction design

Information architecture

SkeletonInterface design

Navigation design

Information design

SurfaceVisual design

I c e b e r g o f I A , P e t e r M o r v i l l e 2 0 0 0

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Why? Because UX is not UI - It's much more...

Page 26: Integrating UX in to a Growth Digital Agency

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How we can make this even better

Page 27: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

Design

UX is not (only) about design or wireframes, nor is it solely about creating and handing off design deliverables.

We must continue to avoid the user experience from becoming the final part of the equation

Page 28: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

Deployment

Business as usual

(BAU)Strategy and

planning

Development Design

UX touches pretty much all stages of the project lifecycle

Requirements analysis and

user research

Page 29: Integrating UX in to a Growth Digital Agency

A n d r e w S h a n l e y@ a n d y s h a n

. .It's more like thisD e p l oy m e n t

B u s i n e s s a s u s u a l

( BAU )

Strategy and planning

DevelopmentDesign and

user testing

Requirements analysis and

user research

C l i m a t e / h o l i s t i c / b e s t o f b r e e d r e s e a r ch

C o l l e c t a n d i n t e r p r e t s o c i a l d a t a , a n a ly t i c s a n d s e a r ch d a t a

I n t e r p r e t i n g c l i e n t / s t a ke h o l d e r b r i e f

D e t e r m i n e u s e r s t o r i e s ,

Wo r k s h o p s , s u r ve y s a n d i n t e r v i e w s

W i r e f r a m i n g a n d s t o r y b o a r d i n g

P r o t o t y p i n g

C r e a t i n g a n d w o r k i n g o f f p e r s o n a s

P r e s e n t a t i o n s

Q u a l i t y a s s u r a n c e ( Q A )

Q u a l i t y a s s u r a n c e ( Q A )

A / B a n d c l i ck t e s t i n g

Put in to perspective

C o n t e n t a u d i t

P r o c e s s fl ow s / u s e r j o u r n e y s

C a r d s o r t - > S i t e m a p / c o n t e n t m a p

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To be reviewed as UX team grows. If in doubtTalk with the Head of UX

Any budget, any size Smaller project with lesser budgets

Engagement model:On what scale should UX resource be used?

Websites, intranets, microsites

Channels[E.g. Youtube/other]

N/A - unless complex

Infographics and single Facebook pages

With a small team and a large amount of work coming in, how can we ensure only those projects requiring UX, get UX. Rule of thumb: UX to be used when the

following criteria is met (this will differ per GDA):

Page 31: Integrating UX in to a Growth Digital Agency

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Deployment

Business as usual

(BAU)Strategy and

planning

Development

Requirements analysis

Design

Strategy and planning

Engagement model:At what point should UX be kicked off?

Head of UX is to work closely with producers and accounts to assist with:- Defi ning UX scope of work i .e. what UX process to use*- Timings- UX/IA resource allocation

*The scope o f UX required d i f fers pro ject to pro ject .

Some pro jects may require wireframes only.

Some may require fu l l research, surveys , interviews, s tor ies , s i te maps , jour neys , prototypes , wireframes .

Here

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Integrating UX in to a largely tech-focused agile way of working (diffi cult, but can be done)

Getting UX and dev organised; establishing the relationship betweenProduct Owners and UX; getting UX work into the backlog; etc

Potential inner-departmental fi ghting for allocation of resourceUX wants MORE, Design wants MORE, Tech wants MORE…

New starter knowledge - particularly on account/producer team:Communicating the fundamentals

UX is a new area and the team is growing and evolving - how do we communicate changes?

More of these presentations every 3 / 6 months

Challenges

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UX should be something a GDA sells to clients - it 's not 'added' value; it adds real strategic signifi cance. There is actual ROI - something to explore further

UX is not (only) about UI or wireframes. It 's about understanding a users emotional connections at various touch points with the brand or product

The core UX team of a GDA consists of a User Researcher, Information Architect, and a User Tester. Skills will sometimes overlap. Communication must always overlap.

Collaboration is key.

The role of an Information Architect is about the hands-on organisation of data and content i .e. the creation of site maps, wireframes and prototypes

The role of Head of UX is about defi ning the UX process per-project, working on briefs and RFP's, and bridging UX disciplines with associated disciplines in other areas of the company > strategy,

research, analytics, design

UX is to be kicked off at the strategic/onboarding stage

The UX process dif fers depending on client, budget, resource, timescales, scope

Takeaways

Page 34: Integrating UX in to a Growth Digital Agency

Thank you

Andrew Shanley@ a n d y s h a n

a n d y @ a n d r e w s h a n l e y. c o . u k