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User
      Experience
      Matters
      #effectiveui

Making Sure Digital Experiences Don't Suck
  Anthony Franco EFFECTIVEUI, President & Founder
  Elaine Hamann TIAA-CREF, Vice President, Digital Strategy & Experience
  Tony Hoskins POP, Principal
  Mindy Nies, EXPERIAN CONSUMER DIRECT, Lead User Experience Architect
  Mike Downey MICROSOFT, Principal Evangelist, Media Platform
Thursday, November 10, 2011
Framing UX


“When we use the term ‘user experience’,
 what are we really talking about?”

Anthony Franco EffectiveUI President & Founder
@anthonyfranco



Thursday, November 10, 2011
Thursday, November 10, 2011
Tool




                                                                         Capability
                     Need



       http://worrydream.com/ABriefRantOnTheFutureOfInteractionDesign/

Thursday, November 10, 2011
business
                                 Tool



                                  user
                user                Capability
                     Need




Thursday, November 10, 2011
The tech industry, a love story




Thursday, November 10, 2011
Thursday, November 10, 2011
Imagine you are
                              Dr. Min Kao
                              CEO of Garmin




Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
$97.99




Thursday, November 10, 2011
Thursday, November 10, 2011
"For you to sleep well at night, the
      aesthetic, the quality, has to be
      carried all the way through."
                                  Steve Jobs




Thursday, November 10, 2011
The design industry – a tragic comedy




Thursday, November 10, 2011
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Thursday, November 10, 2011
Thursday, November 10, 2011
“Design is not just what it looks like
      and feels like...
        ...design is how it works”

                                   Steve Jobs



Thursday, November 10, 2011
Tool




                                                                         Capability
                     Need



       http://worrydream.com/ABriefRantOnTheFutureOfInteractionDesign/

Thursday, November 10, 2011
Customer-Centric
      Product Design

      Ethnographic Research

      Elaine Hamann
      ehamann@tiaa-cref.org




Thursday, November 10, 2011
Our Customers

    The Eager Maximizer                                     Distracted and Distressed                               Comfortable and Controlling

                                    “It seems like no                                      “I’m kicking myself                                      “I think of money as a
                                    options exist                                          for not doing it. I                                      serious game. I don’t
                                    between having a                                       never saved a                                            listen to anyone – I
                                    financial advisor                                      penny until I was                                        know what I want to
                                    and being totally                                      38 years old.”                                           do, and I do it.”
                                    self-service.”



    MINDSET                                                 MINDSET                                                 MINDSET
    • Uses all available avenues to learn as much as        • Harbors significant misconceptions about financial    • Comfortable with numbers and calculations.
      possible. Knows that knowledge is power.                planning, due largely to media messages.                Actively tests hypotheses instead of merely
    • Focuses on highly strategic long-term goals.          • Operates on a tactical day-to-day level and not a       gathering and aggregating information.
                                                              strategic long-term level.                            • Somewhat preoccupied with lifestyle decisions.

    GOALS                                                   GOALS                                                   GOALS
    • My primary goal is to maintain and maybe even         • My biggest concern is paying off debt and             • My goal is to exercise absolute freedom of choice
      exceed my current standard of living in retirement.     rehabilitating my credit score.                         and control over my life.
    • I want to plan correctly so I can pay for the kids’   • Someday I would like to buy a condo or house,         • To achieve absolute freedom, I need to
      educations, afford necessary home repairs, and          maybe even own a business.                              accumulate wealth while minimizing the resultant
      evade potential devastation from unexpected life                                                                tax burden.
      events.

    OBSTACLES                                               OBSTACLES                                               OBSTACLES
    • Sometimes I wonder if my job—given its moderate       • My entire paycheck is used to pay bills and debt—     • I have a lot of fun with investing, but sometimes I
      salary—will prevent me from realizing true              there’s nothing left to save.                           wonder if I’m spending too much time on it. Is it an
      financial health in retirement.                       • I don’t have the time or the educational foundation     addiction?
    • I worry about whether or not I’m planning correctly     to learn about financial planning.
      for unexpected life events. I would like to consult   • I don’t like to talk about finances because it just
      an expert for added security.                           makes me feel badly about myself.




Thursday, November 10, 2011
Experience Challenge


           How to make a complex tool (retirement
           income planner) about a topic that causes
             anxiety (I need to start withdrawing my
            retirement savings. What are my income
                      options?) easy to use




Thursday, November 10, 2011
The Customer’s Perspective
                  Our Customers                             Our Employees


                                                                   “I want to help the
                              “I had to figure out what I
                                                                   customer find the right
                              was going to get on a                option”
                              monthly basis from TIAA-
                              CREF.”




                              +
                                         50 page
                                     printed report




                                                                                      11/09/11   43


Thursday, November 10, 2011
How We Conducted Our Research

     • 1-on-1 interviews to capture feedback on
       the existing tool. Discussed individual
       goals and plans for retirement income.
     • Developed composite customer profiles to
       direct our design process




Thursday, November 10, 2011
Meet Marilyn
                         “I’m planning for me.
                         I worked hard for my                 Product Opportunities
                         money, but I can’t take              •Make financial terms &
                         it with me.”                         concepts easy to
                                                              understand. Offer more
                                                              info.
                         - Age 59                             •Lead her through the
                         -Executive assistant at a university process.
                         -Offered an early retirement option
                         -Had to quickly decide what to do. •Provide quick access to
                         - Wanted to illustrate a single      an advisor for
                         lifetime annuity with a guarantee    assistance.




Thursday, November 10, 2011
Customer-Centric Design Approach

     Design Principles:
     • Reduce Barriers
     • Guide Me
     • Know Me
     • Help Me




Thursday, November 10, 2011
Understanding Users




      Gaining insights through Social Channels

      Tony Hoskins, Principal
      POP Agency
      @pop_agency


Thursday, November 10, 2011
Specifically…




Thursday, November 10, 2011
Reality Check #1




      $10,000+
Thursday, November 10, 2011
Reality Check #2




          2 weeks
Thursday, November 10, 2011
Reality Check #3


               1 in 4 mobile apps,
            once downloaded, is
             never used again.*
                              *Localytics




Thursday, November 10, 2011
The Challenge


         How do you inexpensively and
           quickly concept a mobile
          experience that people will
                  embrace?



Thursday, November 10, 2011
Solicit input




     “SFC is going mobile and we want the best supporters in the
     world to help us design the best soccer apps in the world.
     Our first step is to see what ideas you, the supporters, have.
     What do you want to see in Sounders FC mobile apps? Post
     any feedback you have here throughout the week.”




Thursday, November 10, 2011
Recruit discussion groups




Thursday, November 10, 2011
The Results



     A team is something that you watch.
     A club is something you are part of.*

                                *The Seattle Times




Thursday, November 10, 2011
The Results




Thursday, November 10, 2011
The Results




Thursday, November 10, 2011
The Results




Thursday, November 10, 2011
The Results




                              *App Store




Thursday, November 10, 2011
Our cost




Thursday, November 10, 2011
Things to keep in mind

•   Build an audience NOW
•   Create an exchange
•   Don’t neglect research best-practices
•   Look for input everywhere
•   Experiment!




Thursday, November 10, 2011
Form + Behavior	


      Why interaction design and visual design
      are both critical to the digital experience.

      Mindy Nies, Lead User Experience Architect
      Experian Consumer Direct
      @mnies

Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
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Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
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Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Thursday, November 10, 2011
Tech Talk


      Delivering content to multiple screens

      Mike Downey
      Principal Evangelist, Media Platform
      Microsoft Corporation
      miked@microsoft.com | @mdowney
Thursday, November 10, 2011
Multi-screen




Thursday, November 10, 2011
Five
                              Guidelines


Thursday, November 10, 2011
1. Focus
     • Know your audience
     • Figure out what matters most and do that
       really well
     • Put more wood behind the arrow
     • Your content doesn’t have to be
       everywhere
     • If the experience isn’t tailored to the device
       don’t waste your time
     • Apps are not micro sites

Thursday, November 10, 2011
2. Know the technology
     • Each platform provides options – know
       what those options are
           – Example: iOS and Android allow both native
             and Webkit (HTML/JS) development
     • Look for commonalities
     • Invest wisely




Thursday, November 10, 2011
3. The great equalizer




Thursday, November 10, 2011
4. Use frameworks
     • Maximize code re-use
     • Frameworks are designed to make things
       easier for you and the good ones reach
       across platforms
     • jQuery, PhoneGap, Corona SDK, Sencha
       Touch, MMP Player Framework, JWPlayer,
       VideoJS




Thursday, November 10, 2011
5. Understand User Interaction
     •    Design for touch
     •    Consider screen size and resolution
     •    Make layouts fluid and dynamic
     •    Consider where and when users interact
     •    Plan ahead




Thursday, November 10, 2011
Thank you


  Questions?
  @anthonyfranco
  @mnies
  @pop_agency
  @mdowney

Thursday, November 10, 2011

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User Experience Matters: Making Sure Web Experiences Don't Suck

  • 1. User Experience Matters #effectiveui Making Sure Digital Experiences Don't Suck Anthony Franco EFFECTIVEUI, President & Founder Elaine Hamann TIAA-CREF, Vice President, Digital Strategy & Experience Tony Hoskins POP, Principal Mindy Nies, EXPERIAN CONSUMER DIRECT, Lead User Experience Architect Mike Downey MICROSOFT, Principal Evangelist, Media Platform Thursday, November 10, 2011
  • 2. Framing UX “When we use the term ‘user experience’, what are we really talking about?” Anthony Franco EffectiveUI President & Founder @anthonyfranco Thursday, November 10, 2011
  • 4. Tool Capability Need http://worrydream.com/ABriefRantOnTheFutureOfInteractionDesign/ Thursday, November 10, 2011
  • 5. business Tool user user Capability Need Thursday, November 10, 2011
  • 6. The tech industry, a love story Thursday, November 10, 2011
  • 8. Imagine you are Dr. Min Kao CEO of Garmin Thursday, November 10, 2011
  • 17. "For you to sleep well at night, the aesthetic, the quality, has to be carried all the way through." Steve Jobs Thursday, November 10, 2011
  • 18. The design industry – a tragic comedy Thursday, November 10, 2011
  • 39. “Design is not just what it looks like and feels like... ...design is how it works” Steve Jobs Thursday, November 10, 2011
  • 40. Tool Capability Need http://worrydream.com/ABriefRantOnTheFutureOfInteractionDesign/ Thursday, November 10, 2011
  • 41. Customer-Centric Product Design Ethnographic Research Elaine Hamann ehamann@tiaa-cref.org Thursday, November 10, 2011
  • 42. Our Customers The Eager Maximizer Distracted and Distressed Comfortable and Controlling “It seems like no “I’m kicking myself “I think of money as a options exist for not doing it. I serious game. I don’t between having a never saved a listen to anyone – I financial advisor penny until I was know what I want to and being totally 38 years old.” do, and I do it.” self-service.” MINDSET MINDSET MINDSET • Uses all available avenues to learn as much as • Harbors significant misconceptions about financial • Comfortable with numbers and calculations. possible. Knows that knowledge is power. planning, due largely to media messages. Actively tests hypotheses instead of merely • Focuses on highly strategic long-term goals. • Operates on a tactical day-to-day level and not a gathering and aggregating information. strategic long-term level. • Somewhat preoccupied with lifestyle decisions. GOALS GOALS GOALS • My primary goal is to maintain and maybe even • My biggest concern is paying off debt and • My goal is to exercise absolute freedom of choice exceed my current standard of living in retirement. rehabilitating my credit score. and control over my life. • I want to plan correctly so I can pay for the kids’ • Someday I would like to buy a condo or house, • To achieve absolute freedom, I need to educations, afford necessary home repairs, and maybe even own a business. accumulate wealth while minimizing the resultant evade potential devastation from unexpected life tax burden. events. OBSTACLES OBSTACLES OBSTACLES • Sometimes I wonder if my job—given its moderate • My entire paycheck is used to pay bills and debt— • I have a lot of fun with investing, but sometimes I salary—will prevent me from realizing true there’s nothing left to save. wonder if I’m spending too much time on it. Is it an financial health in retirement. • I don’t have the time or the educational foundation addiction? • I worry about whether or not I’m planning correctly to learn about financial planning. for unexpected life events. I would like to consult • I don’t like to talk about finances because it just an expert for added security. makes me feel badly about myself. Thursday, November 10, 2011
  • 43. Experience Challenge How to make a complex tool (retirement income planner) about a topic that causes anxiety (I need to start withdrawing my retirement savings. What are my income options?) easy to use Thursday, November 10, 2011
  • 44. The Customer’s Perspective Our Customers Our Employees “I want to help the “I had to figure out what I customer find the right was going to get on a option” monthly basis from TIAA- CREF.” + 50 page printed report 11/09/11 43 Thursday, November 10, 2011
  • 45. How We Conducted Our Research • 1-on-1 interviews to capture feedback on the existing tool. Discussed individual goals and plans for retirement income. • Developed composite customer profiles to direct our design process Thursday, November 10, 2011
  • 46. Meet Marilyn “I’m planning for me. I worked hard for my Product Opportunities money, but I can’t take •Make financial terms & it with me.” concepts easy to understand. Offer more info. - Age 59 •Lead her through the -Executive assistant at a university process. -Offered an early retirement option -Had to quickly decide what to do. •Provide quick access to - Wanted to illustrate a single an advisor for lifetime annuity with a guarantee assistance. Thursday, November 10, 2011
  • 47. Customer-Centric Design Approach Design Principles: • Reduce Barriers • Guide Me • Know Me • Help Me Thursday, November 10, 2011
  • 48. Understanding Users Gaining insights through Social Channels Tony Hoskins, Principal POP Agency @pop_agency Thursday, November 10, 2011
  • 50. Reality Check #1 $10,000+ Thursday, November 10, 2011
  • 51. Reality Check #2 2 weeks Thursday, November 10, 2011
  • 52. Reality Check #3 1 in 4 mobile apps, once downloaded, is never used again.* *Localytics Thursday, November 10, 2011
  • 53. The Challenge How do you inexpensively and quickly concept a mobile experience that people will embrace? Thursday, November 10, 2011
  • 54. Solicit input “SFC is going mobile and we want the best supporters in the world to help us design the best soccer apps in the world. Our first step is to see what ideas you, the supporters, have. What do you want to see in Sounders FC mobile apps? Post any feedback you have here throughout the week.” Thursday, November 10, 2011
  • 56. The Results A team is something that you watch. A club is something you are part of.* *The Seattle Times Thursday, November 10, 2011
  • 60. The Results *App Store Thursday, November 10, 2011
  • 62. Things to keep in mind • Build an audience NOW • Create an exchange • Don’t neglect research best-practices • Look for input everywhere • Experiment! Thursday, November 10, 2011
  • 63. Form + Behavior Why interaction design and visual design are both critical to the digital experience. Mindy Nies, Lead User Experience Architect Experian Consumer Direct @mnies Thursday, November 10, 2011
  • 87. Tech Talk Delivering content to multiple screens Mike Downey Principal Evangelist, Media Platform Microsoft Corporation miked@microsoft.com | @mdowney Thursday, November 10, 2011
  • 89. Five Guidelines Thursday, November 10, 2011
  • 90. 1. Focus • Know your audience • Figure out what matters most and do that really well • Put more wood behind the arrow • Your content doesn’t have to be everywhere • If the experience isn’t tailored to the device don’t waste your time • Apps are not micro sites Thursday, November 10, 2011
  • 91. 2. Know the technology • Each platform provides options – know what those options are – Example: iOS and Android allow both native and Webkit (HTML/JS) development • Look for commonalities • Invest wisely Thursday, November 10, 2011
  • 92. 3. The great equalizer Thursday, November 10, 2011
  • 93. 4. Use frameworks • Maximize code re-use • Frameworks are designed to make things easier for you and the good ones reach across platforms • jQuery, PhoneGap, Corona SDK, Sencha Touch, MMP Player Framework, JWPlayer, VideoJS Thursday, November 10, 2011
  • 94. 5. Understand User Interaction • Design for touch • Consider screen size and resolution • Make layouts fluid and dynamic • Consider where and when users interact • Plan ahead Thursday, November 10, 2011
  • 95. Thank you Questions? @anthonyfranco @mnies @pop_agency @mdowney Thursday, November 10, 2011