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User Centred Design from an
Organisational Perspective

Dr. Jianzhong Lu                       Karl Davis
Manager, Internet and Intranet         Professional Services Director
BHP Billiton Ltd                       Different
                            May 2005
Redesiging the Intranet as part of the Journey:
Intranet  Portal  Common User Interface




Page 2
Global Intranet Strategic Framework
All initiatives need a strong
supporting framework to         Strategy & Guiding Principles       Site Governance
make sure they deliver their    • ITS37 a and b                     • Executive Sponsor
business and user goals – &     • Site role, Goals & objectives     • Steering Committee
that they stay relevant,        • Design principles                 • Editorial Committee
focused and successful once     • Publishing & content principles
                                • Usability principles
they are built.                 • Business drivers & principles     Monitoring & Reporting
                                                                    • Metrics
                                                                    • Analysis/reporting tools
                                Methodologies & Processes           • Review/testing strategy
                                • Project initiation                • Reporting framework
                                • Content development
                                • Web application development
                                • User-centred design               Discovery Framework
                                • Quality Assurance framework       • Information architecture
                                                                    • Site vocabulary (taxonomy)
                                                                    • Discovery tools (search,
                                                                      index, navigation, site map)
                                Marketing & Communication
                                • Marketing & promotion
                                • Feedback/support strategy         Contributor Support
                                • Offline channels                  • Style Guide
                                • Stakeholder communication         • Content Guidelines
                                • Customer/user communication       • Checklists, templates
                                                                    • Workshops, training
                                                                    • FAQs, whitepapers, “how-tos”
                                Site Design Rules
                                • Style Guide
                                • Content Guidelines
                                • Methodologies, processes
                                • Quality Assurance framework


Page 3
Organisational Issue
 User-Centred Design is “a good idea.”

 However… Project must deliver to “the business.”

 Stakeholders and Business Units - focussed on the
  business. You’re focussed on the project.

 How to reconcile business reality with User-Centred Design?




Page 4
Perceptions of Value

 Measures of success.

 Project is a manifestation of an organisational need.

 Value of the project vests outside the project - in the
  business.

 But.. How do you manage User-Centred Design vs.
  Organisational Issues?
         – Who is the audience?
         – Don’t presume to know what they want before you ask
           them.


Page 5
Stakeholders
 Representatives of the business.

 Contribution “buys influence”
    – Resources, finances, platforms, expertise, priorities

 Have decisional power, but lack domain expertise
          “They just don’t understand…”

“Brokerage role”
   – Informed trade-off decisions c.f. User Centred Design
   – Communicate meaningfully to different audiences




Page 6
Brokerage Role
        Manage Expectations - intelligent stakeholder
         engagement.
         – Be clear on mode (concept vs. design vs. delivery)
         – Communications plan (different audiences, different
            needs, different styles) - be careful not to confuse or
            mislead.

        Scope is not a dirty word.

        User engagement
         – User Research
         – User Testing
         – Change Management - What’s in it for me?


Page 7
Organisational Issues
 Issues and “impurities” are the reality of achieving strategic
  User Centred Design projects.

 Ultimate project value is always vested in the business.

 Stakeholders are not “the enemy” of User-Centred Design.

Brokerage role vs. “dictatorial” expertise role.




Page 8
Operational Issues
 Project launched - now what?

 Again, where is the value of the operating system? In the
  system? In the users? In the business?
          World Time

 In the business - improve measures by identifying
  organisational need.

 Issue: Operational seen as “expense” - often poorly funded.




Page 9
Operational
 Operational team “meshes” with the business. Best placed
  to observe benefits acting in the business, and to gather
  subsequent requirements.

 Not about “keeping the lights on”.

Extend. Not just functional or design, but business value.
 How do we make this even better? Deliver even more to
 the business - incremental value.

 But… How to not redesign again?




Page 10
An Approach to Operational Team User-Centred Design
 Involvement in Design
          – Transition skills, plans, documents… and ALSO rationale,
            and relationships.

 Ongoing Governance Model
   – Might be separate stakeholders from Design - can’t
     deliver all business requirements at once:
       – Dependent projects, budget, time, resource
       – Organisational focus

Avoids ad-hoc growth - ensure remains true to business
 objectives.



Page 11
Questions

Summary
 Key: The value to be realised by the project is vested in the
  business.

 Stakeholder engagement isn’t just about getting budget.

 Brokerage Role - seek informed trade-offs rather that
  purity.

 Extending vs. redesigning:
          – Involvement by operational team in Design
          – Seek emerging Business requirements - deliver
            incremental value.
          – Effective Governance Group
Page 12
Questions




Page 13

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User Centred Design From An Organisational Perspective by Dr Jianzhong Lu and Karl Davis in 2005 at Different Solutions Human Centred Design Revolution one day workshop (2005)

  • 1. User Centred Design from an Organisational Perspective Dr. Jianzhong Lu Karl Davis Manager, Internet and Intranet Professional Services Director BHP Billiton Ltd Different May 2005
  • 2. Redesiging the Intranet as part of the Journey: Intranet  Portal  Common User Interface Page 2
  • 3. Global Intranet Strategic Framework All initiatives need a strong supporting framework to Strategy & Guiding Principles Site Governance make sure they deliver their • ITS37 a and b • Executive Sponsor business and user goals – & • Site role, Goals & objectives • Steering Committee that they stay relevant, • Design principles • Editorial Committee focused and successful once • Publishing & content principles • Usability principles they are built. • Business drivers & principles Monitoring & Reporting • Metrics • Analysis/reporting tools Methodologies & Processes • Review/testing strategy • Project initiation • Reporting framework • Content development • Web application development • User-centred design Discovery Framework • Quality Assurance framework • Information architecture • Site vocabulary (taxonomy) • Discovery tools (search, index, navigation, site map) Marketing & Communication • Marketing & promotion • Feedback/support strategy Contributor Support • Offline channels • Style Guide • Stakeholder communication • Content Guidelines • Customer/user communication • Checklists, templates • Workshops, training • FAQs, whitepapers, “how-tos” Site Design Rules • Style Guide • Content Guidelines • Methodologies, processes • Quality Assurance framework Page 3
  • 4. Organisational Issue  User-Centred Design is “a good idea.”  However… Project must deliver to “the business.”  Stakeholders and Business Units - focussed on the business. You’re focussed on the project.  How to reconcile business reality with User-Centred Design? Page 4
  • 5. Perceptions of Value  Measures of success.  Project is a manifestation of an organisational need.  Value of the project vests outside the project - in the business.  But.. How do you manage User-Centred Design vs. Organisational Issues? – Who is the audience? – Don’t presume to know what they want before you ask them. Page 5
  • 6. Stakeholders  Representatives of the business.  Contribution “buys influence” – Resources, finances, platforms, expertise, priorities  Have decisional power, but lack domain expertise  “They just don’t understand…” “Brokerage role” – Informed trade-off decisions c.f. User Centred Design – Communicate meaningfully to different audiences Page 6
  • 7. Brokerage Role  Manage Expectations - intelligent stakeholder engagement. – Be clear on mode (concept vs. design vs. delivery) – Communications plan (different audiences, different needs, different styles) - be careful not to confuse or mislead.  Scope is not a dirty word.  User engagement – User Research – User Testing – Change Management - What’s in it for me? Page 7
  • 8. Organisational Issues  Issues and “impurities” are the reality of achieving strategic User Centred Design projects.  Ultimate project value is always vested in the business.  Stakeholders are not “the enemy” of User-Centred Design. Brokerage role vs. “dictatorial” expertise role. Page 8
  • 9. Operational Issues  Project launched - now what?  Again, where is the value of the operating system? In the system? In the users? In the business?  World Time  In the business - improve measures by identifying organisational need.  Issue: Operational seen as “expense” - often poorly funded. Page 9
  • 10. Operational  Operational team “meshes” with the business. Best placed to observe benefits acting in the business, and to gather subsequent requirements.  Not about “keeping the lights on”. Extend. Not just functional or design, but business value. How do we make this even better? Deliver even more to the business - incremental value.  But… How to not redesign again? Page 10
  • 11. An Approach to Operational Team User-Centred Design  Involvement in Design – Transition skills, plans, documents… and ALSO rationale, and relationships.  Ongoing Governance Model – Might be separate stakeholders from Design - can’t deliver all business requirements at once: – Dependent projects, budget, time, resource – Organisational focus Avoids ad-hoc growth - ensure remains true to business objectives. Page 11
  • 12. Questions Summary  Key: The value to be realised by the project is vested in the business.  Stakeholder engagement isn’t just about getting budget.  Brokerage Role - seek informed trade-offs rather that purity.  Extending vs. redesigning: – Involvement by operational team in Design – Seek emerging Business requirements - deliver incremental value. – Effective Governance Group Page 12