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Stepping Back to See Clearly – Building a Solid UX Strategy Scott McCall, Product/UX Designer November 13, 2013
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Stepping Back to See Clearly - Building a Solid UX Strategy

Jan 21, 2015

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Design

Scott McCall

Internet Summit 2013 Raleigh, NC
November 17, 2013 Pre Con UX Workshop

Stepping Back to See Clearly - Building a Solid UX Strategy

There’s more to UX than usability best practices or a shiny interface. How do we go deeper and create a strategic foundation for solving business problems through design? This session will focus on identifying, clarifying, and communicating problems using design thinking.

*shout outs to Jeff Gothelf for the Lean UX stuff, and Joe Baz and Above the Fold for the Problem Statement format.
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Page 1: Stepping Back to See Clearly - Building a Solid UX Strategy

Stepping Back to See Clearly – Building a Solid UX Strategy

Scott McCall, Product/UX DesignerNovember 13, 2013

Page 2: Stepping Back to See Clearly - Building a Solid UX Strategy

UX = Problem Solving

Page 3: Stepping Back to See Clearly - Building a Solid UX Strategy

Solve the right problems

Page 4: Stepping Back to See Clearly - Building a Solid UX Strategy

Think

BuildMeasure

Page 5: Stepping Back to See Clearly - Building a Solid UX Strategy

Think

BuildMeasure

ResearchCompetitive analysisMental modelsTest results

PrototypesWireframes

CodeSketches

Hypotheses

TestingAnalyticsSign-upsSurveys

Page 6: Stepping Back to See Clearly - Building a Solid UX Strategy

Think

BuildMeasure

Identify the Problem

Clarify the Context

Communicate the Strategy

Page 7: Stepping Back to See Clearly - Building a Solid UX Strategy

Think

BuildMeasure

Identify the Problem

Clarify the Context

Communicate the Strategy

Create a framework for thinking

Start here

Page 8: Stepping Back to See Clearly - Building a Solid UX Strategy

Identify the problem

Clarify the context

Communicate your strategy

Page 9: Stepping Back to See Clearly - Building a Solid UX Strategy

• “Where pharma buyers meet pharma suppliers”

• Supports massive events worldwide.

• Not an e-commerce site, but a 2 way matchmaker.

Page 10: Stepping Back to See Clearly - Building a Solid UX Strategy

CPhI Online – Original, original site

Page 11: Stepping Back to See Clearly - Building a Solid UX Strategy

CPhI Online – Original home page

Page 12: Stepping Back to See Clearly - Building a Solid UX Strategy

CPhI Online – Original product search

Page 13: Stepping Back to See Clearly - Building a Solid UX Strategy

CPhI Online – Original product detail page

Page 14: Stepping Back to See Clearly - Building a Solid UX Strategy

Step 1: Identify the Problem

Page 15: Stepping Back to See Clearly - Building a Solid UX Strategy

Step 1: Identify the problem – gather your data

InterviewsSurveysSupport ticketsFeature requestsForums

What are people saying?

Web analyticsUser testing

What are people doing?

Marketing goals / strategyKPI’s

What does the business require?

Page 16: Stepping Back to See Clearly - Building a Solid UX Strategy

Step 1: Identify the problem.

InterviewsSurveysSupport ticketsFeature requestsForums

What are people saying?

Web analyticsUser testing

What are people doing?

Marketing goals / strategyKPI’s

What does the business require?

What we started with:

Page 17: Stepping Back to See Clearly - Building a Solid UX Strategy

CREATE PROBLEM STATEMENTS

According to __(data)__,__(target user)__ [verb] __(problem)__.

Page 18: Stepping Back to See Clearly - Building a Solid UX Strategy

CREATE PROBLEM STATEMENTS

According to __(data)__,__(target user)__ [verb] __(problem)__.

According to our user testing,60% of “buyers” mistook the login box for the

registration form.

Page 19: Stepping Back to See Clearly - Building a Solid UX Strategy

We took a massive, diffuse directory and aggressively focused it on the key actions.

Bucket 1

Product and supplier search and filtering, list, and display.

Bucket 2

Inquiry and contact flows.

Bucket 3

Registration form and process.

We grouped the problems into “focus buckets”

Improve the following:

Page 20: Stepping Back to See Clearly - Building a Solid UX Strategy

Step 2: Clarify the Context

Page 21: Stepping Back to See Clearly - Building a Solid UX Strategy

Data-based Personas - Who are we building this for?

Page 22: Stepping Back to See Clearly - Building a Solid UX Strategy

User Journey - What is the role of this in context?

Page 23: Stepping Back to See Clearly - Building a Solid UX Strategy

Competitive Analysis – How are others trying to solve this?

Page 24: Stepping Back to See Clearly - Building a Solid UX Strategy

Step 3: Communicate Your Strategy

Page 25: Stepping Back to See Clearly - Building a Solid UX Strategy

User Journey - Break it down, make it clear

Page 26: Stepping Back to See Clearly - Building a Solid UX Strategy

Apply your framework to the competition for insights

Page 27: Stepping Back to See Clearly - Building a Solid UX Strategy

Next Steps: Solve, Validate, and Refine.

Page 28: Stepping Back to See Clearly - Building a Solid UX Strategy

So, how did it play out?

Page 29: Stepping Back to See Clearly - Building a Solid UX Strategy

CPhI Online – Home page clickable prototype

Page 30: Stepping Back to See Clearly - Building a Solid UX Strategy

CPhI Online – Product search clickable prototype

Page 31: Stepping Back to See Clearly - Building a Solid UX Strategy

Our strategy, illustrated

Page 32: Stepping Back to See Clearly - Building a Solid UX Strategy

New home page

Page 33: Stepping Back to See Clearly - Building a Solid UX Strategy

Outcomes - So how did these bets pan out?

KPI February 2013 August 2013

Monthly engagement activities

38 300

Monthly visits 6k 12k

Key account adoption rate 19% 69%

Actual promoter score 55% (25% - 2013 end goal)

Page 34: Stepping Back to See Clearly - Building a Solid UX Strategy

Identify the problem

Clarify the context

Communicate your strategy

Page 35: Stepping Back to See Clearly - Building a Solid UX Strategy

Thanks!

Scott McCall, Product/UX Designer@scottmccall

linkedin.com/in/scottmccalluserexperience