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Designing for Digital: Processes + Planning for Powerful Solutions
Girl Geeks Toronto Meetup
November 19th, 2013

Laura Baxter

Principal & Co-Founder
laura@mitreboxuxd.com

www.mitreboxuxd.com
Successful online products and experiences start with a deep
understanding of stakeholder and user requirements.
By focusing on people, their activities, and the context of those
activities, MitreBox User Experience Design works with organizations to create
digital media solutions that align business objectives with user expectations.

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Processes + planning for powerful solutions
Navigate the complexities of digital media development with an understanding of: strategic planning
activities and experience design methodologies, and how they intersect and contribute to the successful
execution of digital media products.

What I am going to talk about...
• The standard digital media project process
• Why it doesn’t work
• The importance of strategic planning
• A more collaborative approach
• What this really means

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
The standard digital media project process

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
The problem is

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Mrs Right Now
How to spot them...
• Wants everything done yesterday.
• Has no time to explain the details or provide clarity.
• No interest in understanding what others on the team actually do.
• Believes everything can be sorted out once it’s built.
• Often found eating lunch at her desk in an attempt to look busy.

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Mr Reactive
How to spot them...
• Is in a position of power (or the 'YES' man).
• Loses sight of the big picture in exchange for quick fixes.
• Focuses on the symptoms, instead of the root cause.
• Realizes there is a better way, but is not a risk taker.
• Often seen yelling at the barista if his latte has too much foam.

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Miss No Budget
How to spot them...
• Has seen something great and wants to emulate it.
• Wants the highest quality and the latest/greatest in everything.
• Does not understand or value the work involved.
• Is often elusive about budget and is shocked at proposed costs.
• Would rather drive a 1996 BMW, than a brand new Ford.

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Mr Dream On
How to spot them...
• Is often in a sales, marketing or business development role.
• Uses the latest catch phrase to describe solutions and results.
• Has no understanding or appreciation of technical limitations.
• Believes everything can be solved by talking to someone he knows.
• Easily distracted by shiny objects, puppies and his iPhone.

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
This is typically where you find them

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Because they are leading the journey

• We often undervalue or ignore the importance of strategy and planning when starting a
digital media project.
• It seems easier or more appealing to start at the design phase, and just figure things out as you go along.

This is far from the truth.

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
When strategic planning is ignored

• Digital media products are undertaken blindly based on a desire to utilize new technologies
and follow the trends.
• The choices made and projects completed are often bad business decisions, costing organizations
more than the small benefits achieved.

There is a better way.

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
A more collaborative approach is needed

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
User experience design fosters collaboration

UXD

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Consultation + Strategy
By identifying and addressing the needs of all project stakeholders upfront, you can make confident
decisions, knowing the chosen solutions are targeted at solving the real project objectives.

Looking for insight into...
• Stakeholder roles + responsibilities
• Project vision, objectives + opportunities
• Customers + users/audience
• Existing solution - content, features, functionality
• Desired solution - content, features, functionality
• Technology
• Processes + governance
• Barriers + challenges
• Timing + budget

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Consultation + Strategy
Input comes from a variety of stakeholders including, the business owner; individual representatives from
other departments (sales, marketing, PR, operations, legal, IT, etc.) as well as end users themselves.

Activities include...
• Stakeholder workshops
• One-on-one and group stakeholder interviews
• Internal + user surveys
• Heuristics evaluation
• Competitive analysis
• Content review & evaluation
• Focus groups
• Usability testing

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Consultation + Strategy
Key outcomes and learnings are captured to define the project and desired outcomes from both the
business and project perspective.

Concept specification includes...
• Project overview
• Project rationale
• Project vision + objectives
• Measures of success
• User needs
• Content, features + functional requirements
• Technical requirements
• Strategic recommendations

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Architecture + Design
By balancing content, technology, user interactions and the visual aesthetic of a product, an experience
is created that accomplishes the objectives set out in the Consultation + Strategy phase.

Why it matters...
• Online users are becoming more sophisticated
• Higher expectations + lower attention spans
• Users become frustrated when needs are not met
• Negative perception + lost opportunity
• Elevate products + content that deliver for users
• Move beyond internal goals + personal preferences
• Ensures no surprises occur during Development + Production

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Architecture + Design
By combining a pragmatic approach with creative problem solving, digital products are fully realized
and defined to create the blueprints for an exceptional digital experience.

Activities...
• Personas + use cases
• Content strategy
• Information architecture
• Wireframes + functional specification
• Technical specification
• Creative direction + design
• Paper protoypes + user testing

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Development + Production
Closely working with the development team during the Development + Production phase brings
all elements from the strategy and design to fruition.

Why it matters...
• Smooth transfer of all background knowledge
• Enables developers to fully implement the overall vision
• Helps ensure the success of a final product

Activities...
• Technical hand-off
• Design integration review
• User acceptance testing

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Unfortunately it cannot happen without

+

Appropriate time and budget is required to effectively complete
the necessary strategic planning activities.

MitreBox User Experience Design Inc.

www.mitreboxuxd.com
Thank you
Email - laura@mitreboxuxd.com
Phone - 647.478.6320
Web - www.mitreboxuxd.com
Twitter - @ellebeeTO
Linkedin - www.linkedin.com/in/laurabaxter

MitreBox User Experience Design Inc.

www.mitreboxuxd.com

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Designing for Digital: Processes + Planning for Powerful Solutions

  • 1. Designing for Digital: Processes + Planning for Powerful Solutions Girl Geeks Toronto Meetup November 19th, 2013 Laura Baxter Principal & Co-Founder laura@mitreboxuxd.com www.mitreboxuxd.com
  • 2. Successful online products and experiences start with a deep understanding of stakeholder and user requirements. By focusing on people, their activities, and the context of those activities, MitreBox User Experience Design works with organizations to create digital media solutions that align business objectives with user expectations. MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 3. Processes + planning for powerful solutions Navigate the complexities of digital media development with an understanding of: strategic planning activities and experience design methodologies, and how they intersect and contribute to the successful execution of digital media products. What I am going to talk about... • The standard digital media project process • Why it doesn’t work • The importance of strategic planning • A more collaborative approach • What this really means MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 4. The standard digital media project process MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 5. The problem is MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 6. Mrs Right Now How to spot them... • Wants everything done yesterday. • Has no time to explain the details or provide clarity. • No interest in understanding what others on the team actually do. • Believes everything can be sorted out once it’s built. • Often found eating lunch at her desk in an attempt to look busy. MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 7. Mr Reactive How to spot them... • Is in a position of power (or the 'YES' man). • Loses sight of the big picture in exchange for quick fixes. • Focuses on the symptoms, instead of the root cause. • Realizes there is a better way, but is not a risk taker. • Often seen yelling at the barista if his latte has too much foam. MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 8. Miss No Budget How to spot them... • Has seen something great and wants to emulate it. • Wants the highest quality and the latest/greatest in everything. • Does not understand or value the work involved. • Is often elusive about budget and is shocked at proposed costs. • Would rather drive a 1996 BMW, than a brand new Ford. MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 9. Mr Dream On How to spot them... • Is often in a sales, marketing or business development role. • Uses the latest catch phrase to describe solutions and results. • Has no understanding or appreciation of technical limitations. • Believes everything can be solved by talking to someone he knows. • Easily distracted by shiny objects, puppies and his iPhone. MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 10. This is typically where you find them MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 11. Because they are leading the journey • We often undervalue or ignore the importance of strategy and planning when starting a digital media project. • It seems easier or more appealing to start at the design phase, and just figure things out as you go along. This is far from the truth. MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 12. When strategic planning is ignored • Digital media products are undertaken blindly based on a desire to utilize new technologies and follow the trends. • The choices made and projects completed are often bad business decisions, costing organizations more than the small benefits achieved. There is a better way. MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 13. A more collaborative approach is needed MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 14. User experience design fosters collaboration UXD MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 15. Consultation + Strategy By identifying and addressing the needs of all project stakeholders upfront, you can make confident decisions, knowing the chosen solutions are targeted at solving the real project objectives. Looking for insight into... • Stakeholder roles + responsibilities • Project vision, objectives + opportunities • Customers + users/audience • Existing solution - content, features, functionality • Desired solution - content, features, functionality • Technology • Processes + governance • Barriers + challenges • Timing + budget MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 16. Consultation + Strategy Input comes from a variety of stakeholders including, the business owner; individual representatives from other departments (sales, marketing, PR, operations, legal, IT, etc.) as well as end users themselves. Activities include... • Stakeholder workshops • One-on-one and group stakeholder interviews • Internal + user surveys • Heuristics evaluation • Competitive analysis • Content review & evaluation • Focus groups • Usability testing MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 17. Consultation + Strategy Key outcomes and learnings are captured to define the project and desired outcomes from both the business and project perspective. Concept specification includes... • Project overview • Project rationale • Project vision + objectives • Measures of success • User needs • Content, features + functional requirements • Technical requirements • Strategic recommendations MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 18. Architecture + Design By balancing content, technology, user interactions and the visual aesthetic of a product, an experience is created that accomplishes the objectives set out in the Consultation + Strategy phase. Why it matters... • Online users are becoming more sophisticated • Higher expectations + lower attention spans • Users become frustrated when needs are not met • Negative perception + lost opportunity • Elevate products + content that deliver for users • Move beyond internal goals + personal preferences • Ensures no surprises occur during Development + Production MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 19. Architecture + Design By combining a pragmatic approach with creative problem solving, digital products are fully realized and defined to create the blueprints for an exceptional digital experience. Activities... • Personas + use cases • Content strategy • Information architecture • Wireframes + functional specification • Technical specification • Creative direction + design • Paper protoypes + user testing MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 20. Development + Production Closely working with the development team during the Development + Production phase brings all elements from the strategy and design to fruition. Why it matters... • Smooth transfer of all background knowledge • Enables developers to fully implement the overall vision • Helps ensure the success of a final product Activities... • Technical hand-off • Design integration review • User acceptance testing MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 21. Unfortunately it cannot happen without + Appropriate time and budget is required to effectively complete the necessary strategic planning activities. MitreBox User Experience Design Inc. www.mitreboxuxd.com
  • 22. Thank you Email - laura@mitreboxuxd.com Phone - 647.478.6320 Web - www.mitreboxuxd.com Twitter - @ellebeeTO Linkedin - www.linkedin.com/in/laurabaxter MitreBox User Experience Design Inc. www.mitreboxuxd.com