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user experience         how to build the UX case
                               MITX User Experience Series




Overcoming Objections and Promoting ROI




                                        Ashley Annis, Ph.D.
                                 Director of User Experience
                                        Bridgeline Software
user experience                                             what is it?

    User Research
      Recruiting Users       Incentivizing Users Contextual Inquiry             Interviews
      Divide the Dollar       Card Sorting Surveys


    Competitive Benchmarking
     Competitor Reviews Industry Trends
                                                                                                     2


    Business Research
     Interviewing stakeholders (Marketing, Technology, SMEs, etc.)
     Auditing the current site, Reviewing any research to date

    Deliverables
      Personas Sitemaps            Wireframes      Wireflows      Content Inventories


Usability Test Scenarios ………… Copy Decks ………… Storyboards ………… Prototypes ………… Task Analysis ………
Multi-channel UX Maps ………… Pattern Libraries ………… Surveys …………   Presentations ………… Content Audits
why it’s important                                                 user experience…

     Lets you know what                                         Confirms functionalities
     users / customers expect                                   and features are right, easy
     before you start designing                                 to find, and easy to use

     Improves conversions,                                      Ensures ease of use,
     lead generation                                            usefulness, and increased use

                                                                                                                       3
     Empowers the brand                                         Improves productivity


     Affects buying decisions                                   Reduces support requests


     Reduces abandonment rates                                  Generates revenue, improves
                                                                profitability


Identifies any disconnects between what the company wants and what its customers want    …………    Increases
knowledge sharing   …………       Saves re-development efforts   …………       Improves retention   …………   Drives adoption
RESISTANCE                                      so why resist?



                Clients often ask, Why should I do UX?



                                                                                                                4




Why should we do user research? …….. How can we cut costs? …….. Can you do this without impacting the project
schedule? …….. How do we get our customers to become users to talk to?
convince   how to overcome objections?



           Your response: Why should you NOT do UX?



                                                                                                                    5




UX empowers the brand ……….      Reduces customer support calls   ……….    Drives adoption ……….     Affects SEO
Affects conversion rates ……….. Improves productivity ………. Ensures satisfaction ………. Helps you interpret analytics
RESISTANCE                                   other “objections”




 costs              lack of education space
                        schedule
 data analysis best practices incentivizing
 no location no users executive egos                                                                                     6



 already did marketing research internal
 “experts”                      recruiting                       no time
  the CEO wants flashy pink thing on the home page


“You’re the expert: we’ll rely on your best practices” ……... The CEO demands a flashy pink thing on the home page ……….
“We’ve already heard from our users via customer support” ………. “We know what’s important: we did market research”
convince      how to overcome objections

costs                                          UX is a low-risk investment with high
                                              returns: increased revenue, productivity;
                                              decreased abandonment rates, etc.
                                               the reach is worth the investment: the
                                              sales team talks to a limited number of
                                              prospects; the website can talk to                                                7



                                              thousands, if not millions
                                             recruit friends and family
                                             remote user sessions vs. in-person
                                             incentivize by raffle


“1-10-100 Rule”: Insufficient planning costs much more in the long run. ….. It costs $1.00 to make a change during planning
That increases to $10.00 once you start building ….... It becomes a significant $100.00 after the site / product has launched
convince      how to overcome objections

we’ll use                                  market research is not user research
our market                                 market research asks for opinions about
research                                   confidence, likeliness to buy, etc.
                                           UX observes opinions in action, focusing
                                           on how they use it, how they like it, and
                                                                                                                        8
                                           whether it’s useful
                                           users often respond more strongly to UX
                                           assets (like features) than brand
                                           marketing may own the website, but the
                                           user owns the mouse

What people say is not always the same as what people do …….. Similar to market research, analytics are valuable, but
they tell only part of the story …….. Measures performance (Is it usable?) ………… Assesses preference (Is it useful?)
convince     how to overcome objections

 just use                            Educate customers about the consequences
                                     of designing without user input:
 best
                                         “thumb-in-the-wind” and creative-ego design
 practices                               executive egos always turn a deaf ear to
                                          best practices
                                         no one wins opinion wars                                                  9



                                         when your customer wants to “keep up with
                                          the Jones,” remind them that users will
                                          compare your customer’s site to every other
                                          site they use – not just the competitors’



Good politics almost always makes bad websites ……….    Creative-ego design compromises business, marketing, and
UX strategies ………. Show % increase in revenue generated / conversions / satisfaction / lead generation / traffic
convince      how to overcome objections

 just use                               Sell the value
                                              show quantitative results, if not of your own
 best
                                              research, then of case studies and others’
 practices                                    research
                                              UX can interpret why people are driven to
                                              the site; and why they abandon it, so add                                      10



                                              web analytics and SEO to your UX research
                                              efforts
                                              continually collect and interpret research
                                              have your customer attend UX sessions



People help support what they help create. …….. What’s important is what matters to the customer, not the marketing team,
not the designers. It’s about your customers. Not you. …….. Marketing/IT may own the website, but the user owns the mouse.
evolve
                                                                       how to build the UX case

further   Ashley Annis, “…When designing for users, involve users”…………………………………. http://is.gd/AbHY


reading   Ashley Annis, “How to Recruit Participants for User Research”…………………………….. http://is.gd/AaJ7


          Colleen Jones, “When ROI isn’t enough…”………………………………………………..….. http://is.gd/A9ja


          IA Elevator Pitches……………………………………………………………………….………. http://is.gd/Ac6U


          Aaron Marcus and Jim Gasperini, “Almost Dead on Arrival: A Case Study of
          Non-User-Centered Design for a Police Emergency-Response System”………………….. http://is.gd/Ac8R        11



          Gerry McGovern, “…Too far from your customers”…………………………………………… http://is.gd/zzPn


          Gerry McGovern, “Is the organization the enemy of the customer?”………………………. http://is.gd/AbSz


          Jakob Nielsen, “Return on Investment for Usability”…………………………………………. http://is.gd/B5JZ


          Hallie Wilfert, “Web Analytics and Information Architecture”………………………………… http://is.gd/dCTs




                                         Ashley Annis, Ph.D., Director of User Experience, Bridgeline Software
                               LinkedIn: http://is.gd/AcpL     Blog: http://is.gd/Acdm   Twitter: missdirected

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How to Build the UX Case

  • 1. user experience how to build the UX case MITX User Experience Series Overcoming Objections and Promoting ROI Ashley Annis, Ph.D. Director of User Experience Bridgeline Software
  • 2. user experience what is it? User Research Recruiting Users Incentivizing Users Contextual Inquiry Interviews Divide the Dollar Card Sorting Surveys Competitive Benchmarking Competitor Reviews Industry Trends 2 Business Research Interviewing stakeholders (Marketing, Technology, SMEs, etc.) Auditing the current site, Reviewing any research to date Deliverables Personas Sitemaps Wireframes Wireflows Content Inventories Usability Test Scenarios ………… Copy Decks ………… Storyboards ………… Prototypes ………… Task Analysis ……… Multi-channel UX Maps ………… Pattern Libraries ………… Surveys ………… Presentations ………… Content Audits
  • 3. why it’s important user experience… Lets you know what Confirms functionalities users / customers expect and features are right, easy before you start designing to find, and easy to use Improves conversions, Ensures ease of use, lead generation usefulness, and increased use 3 Empowers the brand Improves productivity Affects buying decisions Reduces support requests Reduces abandonment rates Generates revenue, improves profitability Identifies any disconnects between what the company wants and what its customers want ………… Increases knowledge sharing ………… Saves re-development efforts ………… Improves retention ………… Drives adoption
  • 4. RESISTANCE so why resist? Clients often ask, Why should I do UX? 4 Why should we do user research? …….. How can we cut costs? …….. Can you do this without impacting the project schedule? …….. How do we get our customers to become users to talk to?
  • 5. convince how to overcome objections? Your response: Why should you NOT do UX? 5 UX empowers the brand ………. Reduces customer support calls ………. Drives adoption ………. Affects SEO Affects conversion rates ……….. Improves productivity ………. Ensures satisfaction ………. Helps you interpret analytics
  • 6. RESISTANCE other “objections” costs lack of education space schedule data analysis best practices incentivizing no location no users executive egos 6 already did marketing research internal “experts” recruiting no time the CEO wants flashy pink thing on the home page “You’re the expert: we’ll rely on your best practices” ……... The CEO demands a flashy pink thing on the home page ………. “We’ve already heard from our users via customer support” ………. “We know what’s important: we did market research”
  • 7. convince how to overcome objections costs UX is a low-risk investment with high returns: increased revenue, productivity; decreased abandonment rates, etc. the reach is worth the investment: the sales team talks to a limited number of prospects; the website can talk to 7 thousands, if not millions recruit friends and family remote user sessions vs. in-person incentivize by raffle “1-10-100 Rule”: Insufficient planning costs much more in the long run. ….. It costs $1.00 to make a change during planning That increases to $10.00 once you start building ….... It becomes a significant $100.00 after the site / product has launched
  • 8. convince how to overcome objections we’ll use market research is not user research our market market research asks for opinions about research confidence, likeliness to buy, etc. UX observes opinions in action, focusing on how they use it, how they like it, and 8 whether it’s useful users often respond more strongly to UX assets (like features) than brand marketing may own the website, but the user owns the mouse What people say is not always the same as what people do …….. Similar to market research, analytics are valuable, but they tell only part of the story …….. Measures performance (Is it usable?) ………… Assesses preference (Is it useful?)
  • 9. convince how to overcome objections just use Educate customers about the consequences of designing without user input: best “thumb-in-the-wind” and creative-ego design practices executive egos always turn a deaf ear to best practices no one wins opinion wars 9 when your customer wants to “keep up with the Jones,” remind them that users will compare your customer’s site to every other site they use – not just the competitors’ Good politics almost always makes bad websites ………. Creative-ego design compromises business, marketing, and UX strategies ………. Show % increase in revenue generated / conversions / satisfaction / lead generation / traffic
  • 10. convince how to overcome objections just use Sell the value show quantitative results, if not of your own best research, then of case studies and others’ practices research UX can interpret why people are driven to the site; and why they abandon it, so add 10 web analytics and SEO to your UX research efforts continually collect and interpret research have your customer attend UX sessions People help support what they help create. …….. What’s important is what matters to the customer, not the marketing team, not the designers. It’s about your customers. Not you. …….. Marketing/IT may own the website, but the user owns the mouse.
  • 11. evolve how to build the UX case further Ashley Annis, “…When designing for users, involve users”…………………………………. http://is.gd/AbHY reading Ashley Annis, “How to Recruit Participants for User Research”…………………………….. http://is.gd/AaJ7 Colleen Jones, “When ROI isn’t enough…”………………………………………………..….. http://is.gd/A9ja IA Elevator Pitches……………………………………………………………………….………. http://is.gd/Ac6U Aaron Marcus and Jim Gasperini, “Almost Dead on Arrival: A Case Study of Non-User-Centered Design for a Police Emergency-Response System”………………….. http://is.gd/Ac8R 11 Gerry McGovern, “…Too far from your customers”…………………………………………… http://is.gd/zzPn Gerry McGovern, “Is the organization the enemy of the customer?”………………………. http://is.gd/AbSz Jakob Nielsen, “Return on Investment for Usability”…………………………………………. http://is.gd/B5JZ Hallie Wilfert, “Web Analytics and Information Architecture”………………………………… http://is.gd/dCTs Ashley Annis, Ph.D., Director of User Experience, Bridgeline Software LinkedIn: http://is.gd/AcpL Blog: http://is.gd/Acdm Twitter: missdirected