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Use Cases:
    Getting the Right People Through
      the Right Activities with Ease


Brian Lewis
Director of Optimization
Site Tuners
brian@sitetuners.com
619-223-8020
Follow me @ImAnonymous
What We’re Going to Discuss

 Use Cases
   •   Why they’re important
   •   What they are
   •   How to create
   •   Evaluating your site with Use Cases
Aesthetics
                   Marketing




Usability
                         Context
                       Appropriate
Aesthetics
                         Marketing




                                       Context
Usability
                                     Appropriate
What Are

Use Cases
Use Cases

Represent an important or common task that
  your visitors will be trying to accomplish


       Roles of your visitors
       Tasks or goals of your visitors
+
Roles       Tasks



        +
            Tasks
Roles


        +
Roles       Tasks
Role Influencers



•   Who they are
•   What’s important to them
•   Level of knowledge
•   Where they’re coming from
•   Their style – habitual, impulse, research
Task Stages


4 Task Stages
• Awareness           Cognitive or Learning

• Interest
                      Affect
• Desire

• Action              Behavioral
Task Stages


Task                                 Task Stage
“Pre-research” on product or service Awareness
Early Research                       Interest
Research on Company’s advantage      Interest
Browsing                             Interest
Detailed research                    Desire
Price comparison                     Desire
Ready to buy                         Action
2-Step Use Case Process

Constructing your use cases




Evaluating site based on the use cases
Tips for Constructing Use Cases




•   Get Sales, Marketing, Customer Service involved
•   Use your analytics
•   Look at your competitor sites
•   Consolidate similar use cases
•   Write up in a format: Summary and specific intent
Use Case 1

Couple who’s never been on a cruise wants
  to see if it’s the right type of getaway


 Specific Task & Intent: Soon to be married couple is
 researching honeymoon options & wants to learn about cruises.
    •   Looking for cruises that are designed as romantic getaways
    •   Wants to see various price ranges
    •   Needs to read reviews and experiences from other honeymooners
    •   Wants to learn about typical amenities and activities on ship
Evaluating Your Site with Use Cases




•   Put the blinders on and remove all previous biases
•   Document every step including how you’d feel
•   Write the analysis in a narrative format
•   Be a little more forgiving than a typical visitor
•   Assign a letter grade to each Use Case
Use Case 3


• Patient lands on this page after searching the phrase “heart
valve surgeons” in Google.

• She feels comfortable she’s on a page relevant to her needs
after glancing at the images of doctors in the banner, and
reading the banner headline.

• She becomes a bit confused though when scanning the logo
and tagline. She wonders if the surgeon directory is only
available in a book she must purchase.

• She then reads the headline “Free Heart Valve Surgeon
Directory” and becomes reassured.

• Scrolling down to the lime green box, she notes that searches
are available by geographic location – an important feature, as
she’d prefer not to travel too far.

• Not sure what the video is about or why she should watch,
she skips down to click the “Start Search” button.




                                               Copyright © 2011, SiteTuners - All Rights Reserved.
Evaluation Criteria



• Effectiveness: Successfully accomplish tasks
• Efficiency: Quickly accomplish tasks with ease
• Satisfaction: Enjoy the experience
More Evaluation Criteria



• Error frequency, severity and recovery
• Reusability
Use Case Examples
Use Case Example #1

Couple who’s never been on a cruise wants
  to see if it’s the right type of getaway


 Specific Task & Intent: Soon to be married couple is
 researching honeymoon options & wants to learn about cruises.
    •   Looking for cruises that are designed as romantic getaways
    •   Wants to see various price ranges
    •   Needs to read reviews and experiences from other honeymooners
    •   Wants to learn about typical amenities and activities on ship
What’s their goal?
Use Case Example #2

Couple looking to book a bargain cruise



Specific Task & Intent: Retired couple looking to take advantage
of bargain priced last minute available cabins and are ready to
book if they can find a great deal.

   • Departure date and length of travel are flexible
   • Open to most destination and cruise lines
   • They are very experienced with cruises
   • Prefer ship with handicapped accessibility, disabled-friendly cabins
What’s their goal?
Use Case Wrap-Up

Improve Conversion by:
 1. Getting into the heads of your visitors
 2. Identify role influencers and task stages
 3. Play the role and critique your site
 4. Implement structured program to act from insights
 5. Blow up what you have and redo your site
Use Cases:
    Getting the Right People Through
      the Right Activities with Ease

                           Thanks!
Brian Lewis
Director of Optimization
Site Tuners
brian@sitetuners.com
619-223-8020
Follow me @ImAnonymous

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Improving Conversion with Use Cases

  • 1. Use Cases: Getting the Right People Through the Right Activities with Ease Brian Lewis Director of Optimization Site Tuners brian@sitetuners.com 619-223-8020 Follow me @ImAnonymous
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  • 3. What We’re Going to Discuss Use Cases • Why they’re important • What they are • How to create • Evaluating your site with Use Cases
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  • 6. Aesthetics Marketing Usability Context Appropriate
  • 7. Aesthetics Marketing Context Usability Appropriate
  • 9. Use Cases Represent an important or common task that your visitors will be trying to accomplish Roles of your visitors Tasks or goals of your visitors
  • 10. + Roles Tasks + Tasks Roles + Roles Tasks
  • 11. Role Influencers • Who they are • What’s important to them • Level of knowledge • Where they’re coming from • Their style – habitual, impulse, research
  • 12. Task Stages 4 Task Stages • Awareness Cognitive or Learning • Interest Affect • Desire • Action Behavioral
  • 13. Task Stages Task Task Stage “Pre-research” on product or service Awareness Early Research Interest Research on Company’s advantage Interest Browsing Interest Detailed research Desire Price comparison Desire Ready to buy Action
  • 14. 2-Step Use Case Process Constructing your use cases Evaluating site based on the use cases
  • 15. Tips for Constructing Use Cases • Get Sales, Marketing, Customer Service involved • Use your analytics • Look at your competitor sites • Consolidate similar use cases • Write up in a format: Summary and specific intent
  • 16. Use Case 1 Couple who’s never been on a cruise wants to see if it’s the right type of getaway Specific Task & Intent: Soon to be married couple is researching honeymoon options & wants to learn about cruises. • Looking for cruises that are designed as romantic getaways • Wants to see various price ranges • Needs to read reviews and experiences from other honeymooners • Wants to learn about typical amenities and activities on ship
  • 17. Evaluating Your Site with Use Cases • Put the blinders on and remove all previous biases • Document every step including how you’d feel • Write the analysis in a narrative format • Be a little more forgiving than a typical visitor • Assign a letter grade to each Use Case
  • 18. Use Case 3 • Patient lands on this page after searching the phrase “heart valve surgeons” in Google. • She feels comfortable she’s on a page relevant to her needs after glancing at the images of doctors in the banner, and reading the banner headline. • She becomes a bit confused though when scanning the logo and tagline. She wonders if the surgeon directory is only available in a book she must purchase. • She then reads the headline “Free Heart Valve Surgeon Directory” and becomes reassured. • Scrolling down to the lime green box, she notes that searches are available by geographic location – an important feature, as she’d prefer not to travel too far. • Not sure what the video is about or why she should watch, she skips down to click the “Start Search” button. Copyright © 2011, SiteTuners - All Rights Reserved.
  • 19. Evaluation Criteria • Effectiveness: Successfully accomplish tasks • Efficiency: Quickly accomplish tasks with ease • Satisfaction: Enjoy the experience
  • 20. More Evaluation Criteria • Error frequency, severity and recovery • Reusability
  • 22. Use Case Example #1 Couple who’s never been on a cruise wants to see if it’s the right type of getaway Specific Task & Intent: Soon to be married couple is researching honeymoon options & wants to learn about cruises. • Looking for cruises that are designed as romantic getaways • Wants to see various price ranges • Needs to read reviews and experiences from other honeymooners • Wants to learn about typical amenities and activities on ship
  • 24. Use Case Example #2 Couple looking to book a bargain cruise Specific Task & Intent: Retired couple looking to take advantage of bargain priced last minute available cabins and are ready to book if they can find a great deal. • Departure date and length of travel are flexible • Open to most destination and cruise lines • They are very experienced with cruises • Prefer ship with handicapped accessibility, disabled-friendly cabins
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  • 27. Use Case Wrap-Up Improve Conversion by: 1. Getting into the heads of your visitors 2. Identify role influencers and task stages 3. Play the role and critique your site 4. Implement structured program to act from insights 5. Blow up what you have and redo your site
  • 28. Use Cases: Getting the Right People Through the Right Activities with Ease Thanks! Brian Lewis Director of Optimization Site Tuners brian@sitetuners.com 619-223-8020 Follow me @ImAnonymous