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STRATEGIC TRANSFORMATION
Hello, We Are Sigma.

    SHAUN GOMM                              CHRIS BUSH
    Account Manager                         Head of User Experience
    Sigma UK                                Sigma UK




    JUSTIN DARLEY
    Head of Training and Content Services
    Sigma UK
TODAY IS A CONVERSATION
Themes
 • Empowering people
     • Advice and advocacy
 • Recruiting volunteers
 • Efficiency within the organisation
 • Funding


Application through user journeys
 •   Innovation through delivery
 •   PET theory introduction
 •   User types
 •   Walkthrough of stories and examples of digital innovation
 •   Bureaux and Corporate needs
EMPOWERING PEOPLE
Providing advice
     •   Tailored advice.
     •   Channel independence.
     •   Decision-support tools (currently include budgeting, energy bills, etc.).
     •   One-to-many, experiential, advice.


Advocacy
     • Mobilisation of groups of people to promote change.
         • Dedicated tools.
         • Creating communities.
         • Provision of data to promote awareness (local, regional, national).
     • Promotion of change based on credible evidence across all interactions.
RECRUITING VOLUNTEERS
Recruiting volunteers
     •   Increase user engagement
     •   Identify most engaged users
     •   Build relationships
     •   Transition to volunteers and beyond


Recruiting campaigners
     •   Led by corporate but not owned
     •   Form communities of interest
     •   Promote online and offline engagement
     •   Support and nurture knowledge transfer (Corporation <-> Bureaux <-> Public)
     •   Facilitate action
     •   Promote successes from the communities (Social proof)
ORGANISATIONAL EFFICIENCY
Improving efficiency
     •   Improved tools
     •   Improved knowledge sharing
     •   Peer to peer advice
     •   Increased levels of public engagement and mobilisation
     •   Regular opportunities for self diagnosis, support and improvement
INNOVATION &
ITERATIVE DELIVERY
GOV.UK
GOV.UK (AGILE MEETS UX)
GOV.UK (AGILE MEETS UX)




           Early      Future
                                  Happy
         adopters   ambassadors
                                  users
PET THEORY
A series of principles pioneered/developed by
Human Factors Inc. to help support the developing
information eco-system
• Persuasion
 Principles used to encourage or discourage a user’s behaviour during a process


• Emotion
 Principles used to encourage an emotional response during a process such as
 achievement, empathy or surprise


• Trust
 Principles used to establish confidence during a process, for example demonstrating
 security and credibility
›
           SEO                     USABILITY                       PET THEORY
    Ability to find your site   complete the task efficiently   motivation to complete the task
›
           SEO                     USABILITY                       PET THEORY
    Ability to find your site   complete the task efficiently   motivation to complete the task


                                      “Can do”                        “Will do”
                                                                     Encourage,
                                                                      Motivate,
                                                                      Constrain
Usability
An easy to use door




                      Persuasion
                      A door you’re motivated to enter
APPLICATION THROUGH
USER JOURNEYS
USER TYPES




    Passive               Engaged             Active
Information consumer   Information producer   Campaigner
USER TYPES




    Passive               Engaged             Active
Information consumer   Information producer   Campaigner
Passive user
                          Diagnosis tool
     Seeks
               Searches                    Views more pages   Profile identified   Content tailored
     Advice
                           Views page
Redundancy


                                  Keep on top of your money.
                                  Use the budget planner




                 Recommend articles




Passive user
                           Diagnosis tool
     Seeks
               Searches                         Views more pages   Profile identified   Content tailored
     Advice
                            Views page
Passive user
                          Diagnosis tool
     Seeks
               Searches                    Views more pages   Profile identified   Content tailored
     Advice
                           Views page
Redundancy
                                                                            communities
                                                                             Help with redundancy pay,
                                                                             John - updated 6hrs ago

                                                                            Example topic name
                                                                            John - updated 1hrs ago



                                                                                          More forums




Passive user
                          Diagnosis tool
     Seeks
               Searches                    Views more pages   Profile identified       Content tailored
     Advice
                           Views page
Pages




    Tags       Redundancy     Housing             Creditors           Education


                 Work        Mortgage              Money                 Skills


                Benefits        Rent              Debtors            Re-training




Passive user
                             Diagnosis tool
     Seeks
                  Searches                    Views more pages   Profile identified   Content tailored
     Advice
                              Views page
Pages




    Tags       Redundancy     Housing             Creditors           Education


                 Work        Mortgage             Debtors                Skills


                Benefits        Rent               Money             Re-training




Passive user
                             Diagnosis tool
     Seeks
                  Searches                    Views more pages   Profile identified   Content tailored
     Advice
                              Views page
Redundancy                                        I.P Location

               Redundancy


                 Housing
                                  Money


                                Re-training
                                                 +                 Manchester




Passive user
                            Diagnosis tool
     Seeks
                 Searches                     Views more pages        Profile identified   Content tailored
     Advice
                             Views page
Location info
                                                                                                                        Location Info


                                                                                                                        Speak to an
               Profile based description
                                                                                                                        Adviser
                                                                                                                        0845 457457
                                                                       Pages you
                                                                       have viewed


Pages you                                  Top-links
have viewed                                Based on profile




                                                                                        Community content




Passive user
                                                 Diagnosis tool
      Seeks
                           Searches                                  Views more pages           Profile identified   Content tailored
      Advice
                                                  Views page
Location info
                                                                                                                        Location Info


                                                                                                                        Speak to an
               Profile based description
                                                                                                                        Adviser
                                                                                                                        0845 457457
                                                                       Pages you
                                                                       have viewed


Pages you                                  Top-links
have viewed                                Based on profile




                                                                                        Community content




Passive user
                                                 Diagnosis tool
     Seeks
                           Searches                                  Views more pages           Profile identified   Content tailored
     Advice
                                                  Views page
Pages you have viewed
                          > Dealing with urgent debts

                          > Budgeting

                          > Mortgages

                          > Redundancy

                          > Debt relief orders

                                                        View all


                          We can help you better
                          • Get personalised advice

                          • Ask questions in our forums

                          • Campaign on important issues

                                            Sign up now



Passive user
                           Diagnosis tool
     Seeks
               Searches                          Views more pages   Profile identified   Content tailored
     Advice
                            Views page
Location info
                                                                                                                        Location Info


                                                                                                                        Speak to an
               Profile based description
                                                                                                                        Adviser
                                                                                                                        0845 457457
                                                                       Pages you
                                                                       have viewed


Pages you                                  Top-links
have viewed                                Based on profile




                                                                                        Community content




Passive user
                                                 Diagnosis tool
     Seeks
                           Searches                                  Views more pages           Profile identified   Content tailored
     Advice
                                                  Views page
Image: ResponseTap.com




                  Website

                                                                                                Calls from web,
                                                                                                publication etc.
                                                                                                   can all be
                                                                                                  monitored
                                                                                                   separately




 Passive user
                                       Diagnosis tool
        Seeks
                            Searches                    Views more pages   Profile identified            Content tailored
        Advice
                                        Views page
USER TYPES




    Passive               Engaged             Active
Information consumer   Information producer   Campaigner
Local environment
                                                                       communities
                                                                       Starting a neighbourhood
                                                                       watch
                                                                       John - updated 6hrs ago

                                                                       Example topic name
                                                                       Justin- updated 1hrs ago

                                                                       incidents near Manchester
                                                                       (Not in Manchester?)




                                                                        1. Fly tipping
                                                                             10 people are trying to
                                                                                                       Join them
                                                                             change this

                                                                         Report a new incident




Engaged user
                Views      Visits    Joins community                                 Answers
                                                         Gets answer
               content   community   and asks question                               question
Online
                                                                                                Peer to
                           and
                                                                                                 peer
                          offline
                                                                                                advice
                          events




                         Wish list




                                                                Getting                         Profile
                                                                started                         specific
                                                                content                          alerts




                         Browsing
                            and
                          activity                                                              ‘Liked’
                          history                                                              pages and
                                                                                                groups



Engaged user
                Views             Visits    Joins community                         Answers
                                                                      Gets answer
               content          community   and asks question                       question
Engaged user
                Views      Visits    Joins community                   Answers
                                                         Gets answer
               content   community   and asks question                 question
Ask a question




Engaged user
                Views      Visits    Joins community                      Answers
                                                         Gets answer
               content   community   and asks question                    question
Engaged user
                Views      Visits    Joins community                   Answers
                                                         Gets answer
               content   community   and asks question                 question
Feeds back
                                                                   into group
                                                                    based on
                                                                  experiences




Engaged user
                Views      Visits    Joins community                            Answers
                                                         Gets answer
               content   community   and asks question                          question
USER TYPES




    Passive               Engaged             Active
Information consumer   Information producer   Campaigner
Local environment communities
                                                  incidents near Manchester
                                                  (Not in Manchester?)




                                                    Fly tipping                               Join them
                                                    10 people are trying to
                                                    change this


                                                    Another issue                             Join them
                                                    30 people are trying to
                                                    change this


                                                    Loan sharks                              Join them
                                                    30 people are trying to
                                                    change this



                                                                Report a new incident




Active user
Engaged user
     Visits    Discusses   Individual   Group      Engaged by                            Joins as
   community    issues       action     action   Citizens Advice                        volunteer
Local environment communities
                           incidents near Manchester
                           (Not in Manchester?)




                             Fly tipping                         Join them
                             10 people are trying to
                             change this


                             Another issue                       Join them
                             30 people are trying to
                             change this


                             Loan sharks                         Join them
                             30 people are trying to
                             change this



                                         Report a new incident




Active user
     Visits    Discusses                          Individual          Group      Engaged by       Joins as
   community    issues                              action            action   Citizens Advice   volunteer
Active user
     Visits    Discusses   Individual   Group      Engaged by       Joins as
   community    issues       action     action   Citizens Advice   volunteer
Active user
     Visits    Discusses   Individual   Group      Engaged by       Joins as
   community    issues       action     action   Citizens Advice   volunteer
Active user
     Visits    Discusses   Individual   Group      Engaged by       Joins as
   community    issues       action     action   Citizens Advice   volunteer
MEANWHILE
AT A BUREAU…
Photo: Citizens Advice Shropshire




                                                                Bureaux
                                                                  sees
                                                             an increase in
                                                             similar issues




  Active user
         Visits                     Discusses   Individual   Group              Engaged by       Joins as
       community                     issues       action     action           Citizens Advice   volunteers
Reaches out to
                  specialist
                   internal
                communities
                 to improve
                advice giving




Active user
     Visits      Discusses      Individual   Group      Engaged by       Joins as
   community      issues          action     action   Citizens Advice   volunteers
“Has anyone
                 seen this
                 problem
                 before?”



Active user
     Visits           Discusses   Individual   Group      Engaged by       Joins as
   community           issues       action     action   Citizens Advice   volunteers
“Yes, there are a
                           few people trying to
                             achieve the same
                                goal on the
                            community portal”



Active user
     Visits    Discusses    Individual            Group      Engaged by       Joins as
   community    issues        action              action   Citizens Advice   volunteers
Reaches out to
                                                        Guides
                  specialist
                                                      members of
                   internal
                                                      public to the
                communities
                                                         online
                 to improve
                                                      communities
                advice giving




Active user
     Visits      Discusses      Individual   Group           Engaged by       Joins as
   community      issues          action     action        Citizens Advice   volunteers
Photo: Citizens Advice Shropshire




                                                             Assists with
                                                                group
                                                             mobilisation




  Active user
         Visits                     Discusses   Individual   Group            Engaged by       Joins as
       community                     issues       action     action         Citizens Advice   volunteers
Photo: Citizens Advice Shropshire




                                                                            Invites groups
                                                                            leaders assist
                                                                                 with
                                                                             campaigning




  Active user
         Visits                     Discusses   Individual   Group      Engaged by            Joins as
       community                     issues       action     action   Citizens Advice        volunteers
Join as
                                                     volunteers




Active user
     Visits    Discusses   Individual   Group      Engaged by       Joins as
   community    issues       action     action   Citizens Advice   volunteers
USER TYPES




    Passive               Engaged             Active
Information consumer   Information producer   Campaigner
CORPORATE
Better
 knowledge
 sharing and
 networking




                 Less
               reliance
               on email




  Better
document
 sharing
                          Better visibility
                          of bureaux and
                          public activities
Conclusion
 • Good communities need:
   •   Focus
   •   Leadership
   •   Governance
   •   Flexibility


 • To be a central and trusted resources
Thank you




                 @WeAreSigma




wearesigma.com

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Innovation presentation 20th mar - middleton house

  • 2. Hello, We Are Sigma. SHAUN GOMM CHRIS BUSH Account Manager Head of User Experience Sigma UK Sigma UK JUSTIN DARLEY Head of Training and Content Services Sigma UK
  • 3. TODAY IS A CONVERSATION Themes • Empowering people • Advice and advocacy • Recruiting volunteers • Efficiency within the organisation • Funding Application through user journeys • Innovation through delivery • PET theory introduction • User types • Walkthrough of stories and examples of digital innovation • Bureaux and Corporate needs
  • 4. EMPOWERING PEOPLE Providing advice • Tailored advice. • Channel independence. • Decision-support tools (currently include budgeting, energy bills, etc.). • One-to-many, experiential, advice. Advocacy • Mobilisation of groups of people to promote change. • Dedicated tools. • Creating communities. • Provision of data to promote awareness (local, regional, national). • Promotion of change based on credible evidence across all interactions.
  • 5. RECRUITING VOLUNTEERS Recruiting volunteers • Increase user engagement • Identify most engaged users • Build relationships • Transition to volunteers and beyond Recruiting campaigners • Led by corporate but not owned • Form communities of interest • Promote online and offline engagement • Support and nurture knowledge transfer (Corporation <-> Bureaux <-> Public) • Facilitate action • Promote successes from the communities (Social proof)
  • 6. ORGANISATIONAL EFFICIENCY Improving efficiency • Improved tools • Improved knowledge sharing • Peer to peer advice • Increased levels of public engagement and mobilisation • Regular opportunities for self diagnosis, support and improvement
  • 10. GOV.UK (AGILE MEETS UX) Early Future Happy adopters ambassadors users
  • 11. PET THEORY A series of principles pioneered/developed by Human Factors Inc. to help support the developing information eco-system
  • 12. • Persuasion Principles used to encourage or discourage a user’s behaviour during a process • Emotion Principles used to encourage an emotional response during a process such as achievement, empathy or surprise • Trust Principles used to establish confidence during a process, for example demonstrating security and credibility
  • 13. SEO USABILITY PET THEORY Ability to find your site complete the task efficiently motivation to complete the task
  • 14. SEO USABILITY PET THEORY Ability to find your site complete the task efficiently motivation to complete the task “Can do” “Will do” Encourage, Motivate, Constrain
  • 15. Usability An easy to use door Persuasion A door you’re motivated to enter
  • 17. USER TYPES Passive Engaged Active Information consumer Information producer Campaigner
  • 18. USER TYPES Passive Engaged Active Information consumer Information producer Campaigner
  • 19. Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 20. Redundancy Keep on top of your money. Use the budget planner Recommend articles Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 21. Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 22. Redundancy communities Help with redundancy pay, John - updated 6hrs ago Example topic name John - updated 1hrs ago More forums Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 23. Pages Tags Redundancy Housing Creditors Education Work Mortgage Money Skills Benefits Rent Debtors Re-training Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 24. Pages Tags Redundancy Housing Creditors Education Work Mortgage Debtors Skills Benefits Rent Money Re-training Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 25. Redundancy I.P Location Redundancy Housing Money Re-training + Manchester Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 26. Location info Location Info Speak to an Profile based description Adviser 0845 457457 Pages you have viewed Pages you Top-links have viewed Based on profile Community content Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 27. Location info Location Info Speak to an Profile based description Adviser 0845 457457 Pages you have viewed Pages you Top-links have viewed Based on profile Community content Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 28. Pages you have viewed > Dealing with urgent debts > Budgeting > Mortgages > Redundancy > Debt relief orders View all We can help you better • Get personalised advice • Ask questions in our forums • Campaign on important issues Sign up now Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 29. Location info Location Info Speak to an Profile based description Adviser 0845 457457 Pages you have viewed Pages you Top-links have viewed Based on profile Community content Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 30. Image: ResponseTap.com Website Calls from web, publication etc. can all be monitored separately Passive user Diagnosis tool Seeks Searches Views more pages Profile identified Content tailored Advice Views page
  • 31. USER TYPES Passive Engaged Active Information consumer Information producer Campaigner
  • 32. Local environment communities Starting a neighbourhood watch John - updated 6hrs ago Example topic name Justin- updated 1hrs ago incidents near Manchester (Not in Manchester?) 1. Fly tipping 10 people are trying to Join them change this Report a new incident Engaged user Views Visits Joins community Answers Gets answer content community and asks question question
  • 33. Online Peer to and peer offline advice events Wish list Getting Profile started specific content alerts Browsing and activity ‘Liked’ history pages and groups Engaged user Views Visits Joins community Answers Gets answer content community and asks question question
  • 34. Engaged user Views Visits Joins community Answers Gets answer content community and asks question question
  • 35. Ask a question Engaged user Views Visits Joins community Answers Gets answer content community and asks question question
  • 36. Engaged user Views Visits Joins community Answers Gets answer content community and asks question question
  • 37. Feeds back into group based on experiences Engaged user Views Visits Joins community Answers Gets answer content community and asks question question
  • 38. USER TYPES Passive Engaged Active Information consumer Information producer Campaigner
  • 39. Local environment communities incidents near Manchester (Not in Manchester?) Fly tipping Join them 10 people are trying to change this Another issue Join them 30 people are trying to change this Loan sharks Join them 30 people are trying to change this Report a new incident Active user Engaged user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteer
  • 40. Local environment communities incidents near Manchester (Not in Manchester?) Fly tipping Join them 10 people are trying to change this Another issue Join them 30 people are trying to change this Loan sharks Join them 30 people are trying to change this Report a new incident Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteer
  • 41. Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteer
  • 42. Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteer
  • 43. Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteer
  • 45. Photo: Citizens Advice Shropshire Bureaux sees an increase in similar issues Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteers
  • 46. Reaches out to specialist internal communities to improve advice giving Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteers
  • 47. “Has anyone seen this problem before?” Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteers
  • 48. “Yes, there are a few people trying to achieve the same goal on the community portal” Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteers
  • 49. Reaches out to Guides specialist members of internal public to the communities online to improve communities advice giving Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteers
  • 50. Photo: Citizens Advice Shropshire Assists with group mobilisation Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteers
  • 51. Photo: Citizens Advice Shropshire Invites groups leaders assist with campaigning Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteers
  • 52. Join as volunteers Active user Visits Discusses Individual Group Engaged by Joins as community issues action action Citizens Advice volunteers
  • 53. USER TYPES Passive Engaged Active Information consumer Information producer Campaigner
  • 55. Better knowledge sharing and networking Less reliance on email Better document sharing Better visibility of bureaux and public activities
  • 56. Conclusion • Good communities need: • Focus • Leadership • Governance • Flexibility • To be a central and trusted resources
  • 57. Thank you @WeAreSigma wearesigma.com

Hinweis der Redaktion

  1. Developed by Human Factors It’s a toolkit of principles designed to help Motivate, Enable and Constrain user behaviour. Strong focus on interaction and en-couraging “Will do” actions from usersBroadly compliments usability, but there are a few important exceptions. It’s a toolkit of concepts. Not a rule book.