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The Strategic UX Triangle:
Chasing the dream of Embedded UX
Eva Kaniasty
redpillux.com
@kaniasty

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
2

EXISTING MODELS

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
3

METHOD-FOCUSED MODELS

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
4

PROCESS-FOCUSED

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
5

BUSINESS-FOCUSED MODELS

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
6

Me
Business
WHY?
User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX

HOW?

ess

tho

c
Pro

WHAT?

ds

STRATEGIC UX
7

APPROACH
IDENTIFYING PROBLEMS

LISTENING TO THE ORGANIZATION

IDEAL VISION

GOALS | BEST PRACTICES

TACTICS
CONSISTENT WITH ORGANIZATIONAL CULTURE

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
8

FINANCIAL SERVICES CONNECTION
STARTUP
GROWING
ESTABLISHED
AGENCY
User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX

SIZE
HISTORY
REGULATIONS
COMPLEXITY OF THE SYSTEM
ORGANIZATIONAL CULTURE
Me

s
c es

t ho

Pro

ds

9

Business
User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
10

STARTUP
/ AGENCY

“We do discount UX.
I showed it to coworkers
and they liked it.

ESTABLISHED
/AGENCY

“You can’t get valid data
from only 8 users.
Marketing already did
focus groups anyway.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
11

Methods Strategy Checklist

✓We agree on issues of

VALIDITY

methodology and research
validity.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
12

GROWING
/MATURE

“We spent all this money
on our lab.
Let’s usability test it!

GROWING
/AGENCY

“We have 3 people
wireframing out every
project.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
13

Methods Strategy Checklist

✓ We agree on issues of methodology

VALIDITY

and research validity.

✓We draw from a range

TOOLBOX

methods, choosing the right
solution for the problem at
hand.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
14

STARTUP
GROWING

“We do UX. We just
hired 2 UX developers.

GROWING
AGENCY

“Our UX person is great.
She tells us exactly what
to do.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
15

Methods Strategy Checklist
VALIDITY

✓
✓

TOOLBOX

PEOPLE

We agree on issues of methodology
and research validity.
We draw from a range of methods,
choosing the right solution for
problem at hand.

✓ Our staff has the expertise

required to deliver rigorous
and high quality work.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
16

TACTICS FOR THE RIGHT METHODOLOGY
DISCOUNT OR FORMAL?
SHOW OR TELL?
OUTSOURCE OR TRAIN?

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
Me

s
c es

t ho

Pro

ds

17

Business
User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
18

STARTUP
GROWING

“Dev already started.
Can you do a UX phase
in the next 2 weeks?

GROWING
ESTABLISHED

“Sales and marketing do
their own landing page
& widget design.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
19

Process Strategy Checklist

✓Our project plans allocate

TIME

time for a UX phase.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
20

GROWING
ESTABLISHED

“I’m pretty sure we did
user profiles last year.

“I can’t be there, but I’ll
watch the testing videos.

“Just email me a copy of
the report.
User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
21

Process Strategy Checklist
TIME

✓ Our project plans allocate time for a
UX phase.

✓User perspective is

USERS

represented and known.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
22

GROWING
ESTABLISHED

“We ran 5 user tests: we
just haven’t implement
the results yet.

GROWING
ESTABLISHED

“Great brainstorm
everyone. Too bad we
can’t use your ideas this
time.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
23

Process Strategy Checklist
TIME

✓ Our project plans allocate time for a

UX phase.
USERS
✓ User perspective is represented and
known.
IMPACT

✓Ideas generated through

the UX design process are
acted upon.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
24

GROWING
ESTABLISHED

“The launch is
delayed, so there is no
time for usability
testing.

GROWING
ESTABLISHED

“We have to move on to
the next project before
we can do v.2.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
25

Process Strategy Checklist
TIME
USERS

✓ Project plans include a UX phase.
✓ User perspective is represented and

known.
IMPACT
✓ Ideas generated through the UX
design process are acted upon.
LEARNING

✓Evaluation and iteration
happens.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
26

TACTICS FOR THE RIGHT PROCESS
USER-CENTERED OR LEAN UX?
LIVE USERS OR PERSONAS?
COLLABORATE OR DEMONSTRATE?

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
Me

s
c es

t ho

Pro

ds

27

Business
User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
28

STARTUP
GROWING

“We’re Agile, so we
don’t do research.

ESTABLISHED

“We don’t use

ESTABLISHED

“We rolled it back due

the
usability lab that much.
to internal pushback.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
29

Business Strategy Checklist
BUY-IN

✓Executive & stakeholder
support is strong.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
30

ESTABLISHED

“UX costs too much, and
the business is doing
fine as is.

GROWING
ESTABLISHED

“The CIO thinks
personas are a
waste of time money.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
31

Business Strategy Checklist
BUY-IN

✓ Executive and stakeholder support
is strong.

✓UX budgets are stable

MONEY

non-negotiable.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX

and
32

ANY STAGE

“The beta testers seem
to like the new design.

ANY STAGE

“I think the project went
well. The stakeholders
seem happy.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
33

Business Strategy Checklist
BUY-IN

✓ Executive and stakeholder support is

strong.
MONEY✓ UX budgets are stable and nonnegotiable.
METRICS

✓Metrics and benchmarks
are defined. Results are
measured.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
34

ESTABLISHED

“The VP of sales has
made a list of features.

“These users just didn’t

GROWING
ESTABLISHED

get it!
ANY STAGE

“I think we should move
this button to the left.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
35

Business Strategy Checklist
BUY-IN

✓ Executive and stakeholder support is

strong.
MONEY✓ UX budgets are stable and nonnegotiable.
METRICS✓ Metrics and benchmarks are
defined. Results are measured.
EVIDENCE

✓Evidence-based decisions
are the norm.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
36

TACTICS FOR THE RIGHT BUSINESS STRATEGY
ENGAGE OR EXCLUDE?
SMALL TEAMS OR LARGE?
FOCUS OR TRIANGULATE?

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
37

STRATEGIC PLANNING
BUSINESS

METHODS

PROCESS

✓ Business Goals, Req. & Vision
✓ Project Goals & Metrics
✓ Project/Stakeholder Ecology
✓ Research Methodology
✓ User Modeling & Requirements
✓ Design Methodology
✓ Project Road Map
✓ Evaluation & Iteration

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
38

Me

s
c es

t ho

Pro

ds

STRATEGIC UX

Business
User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
39

Methods Strategy Checklist

✓

VALIDITY

✓

TOOLBOX

PEOPLE

✓

We agree on issues of methodology
and research validity.
We draw from a range of methods,
choosing the right solution for
problem at hand.
Our staff has the expertise required
to deliver rigorous and high quality
work.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
40

Process Strategy Checklist
TIME
USERS

✓ Project plans include a UX phase.
✓ User perspective is represented and

known.
IMPACT
✓ Ideas generated through the UX
design process have visible impact.
LEARNING✓ Evaluation and iteration happens.

User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX
41

Business Strategy Checklist
BUY-IN

✓ Executive and stakeholder support is

strong.
MONEY✓ UX budgets are stable and nonnegotiable.
METRICS✓ Metrics and benchmarks are
defined. Results are measured.
EVIDENCE ✓ Evidence-based decisions are the
norm.
User Experience Strategy Overview, Eva Kaniasty/Red
Pill UX

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Strategic UX Triangle

  • 1. 1 The Strategic UX Triangle: Chasing the dream of Embedded UX Eva Kaniasty redpillux.com @kaniasty User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 2. 2 EXISTING MODELS User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 3. 3 METHOD-FOCUSED MODELS User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 4. 4 PROCESS-FOCUSED User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 5. 5 BUSINESS-FOCUSED MODELS User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 6. 6 Me Business WHY? User Experience Strategy Overview, Eva Kaniasty/Red Pill UX HOW? ess tho c Pro WHAT? ds STRATEGIC UX
  • 7. 7 APPROACH IDENTIFYING PROBLEMS LISTENING TO THE ORGANIZATION IDEAL VISION GOALS | BEST PRACTICES TACTICS CONSISTENT WITH ORGANIZATIONAL CULTURE User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 8. 8 FINANCIAL SERVICES CONNECTION STARTUP GROWING ESTABLISHED AGENCY User Experience Strategy Overview, Eva Kaniasty/Red Pill UX SIZE HISTORY REGULATIONS COMPLEXITY OF THE SYSTEM ORGANIZATIONAL CULTURE
  • 9. Me s c es t ho Pro ds 9 Business User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 10. 10 STARTUP / AGENCY “We do discount UX. I showed it to coworkers and they liked it. ESTABLISHED /AGENCY “You can’t get valid data from only 8 users. Marketing already did focus groups anyway. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 11. 11 Methods Strategy Checklist ✓We agree on issues of VALIDITY methodology and research validity. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 12. 12 GROWING /MATURE “We spent all this money on our lab. Let’s usability test it! GROWING /AGENCY “We have 3 people wireframing out every project. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 13. 13 Methods Strategy Checklist ✓ We agree on issues of methodology VALIDITY and research validity. ✓We draw from a range TOOLBOX methods, choosing the right solution for the problem at hand. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 14. 14 STARTUP GROWING “We do UX. We just hired 2 UX developers. GROWING AGENCY “Our UX person is great. She tells us exactly what to do. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 15. 15 Methods Strategy Checklist VALIDITY ✓ ✓ TOOLBOX PEOPLE We agree on issues of methodology and research validity. We draw from a range of methods, choosing the right solution for problem at hand. ✓ Our staff has the expertise required to deliver rigorous and high quality work. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 16. 16 TACTICS FOR THE RIGHT METHODOLOGY DISCOUNT OR FORMAL? SHOW OR TELL? OUTSOURCE OR TRAIN? User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 17. Me s c es t ho Pro ds 17 Business User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 18. 18 STARTUP GROWING “Dev already started. Can you do a UX phase in the next 2 weeks? GROWING ESTABLISHED “Sales and marketing do their own landing page & widget design. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 19. 19 Process Strategy Checklist ✓Our project plans allocate TIME time for a UX phase. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 20. 20 GROWING ESTABLISHED “I’m pretty sure we did user profiles last year. “I can’t be there, but I’ll watch the testing videos. “Just email me a copy of the report. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 21. 21 Process Strategy Checklist TIME ✓ Our project plans allocate time for a UX phase. ✓User perspective is USERS represented and known. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 22. 22 GROWING ESTABLISHED “We ran 5 user tests: we just haven’t implement the results yet. GROWING ESTABLISHED “Great brainstorm everyone. Too bad we can’t use your ideas this time. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 23. 23 Process Strategy Checklist TIME ✓ Our project plans allocate time for a UX phase. USERS ✓ User perspective is represented and known. IMPACT ✓Ideas generated through the UX design process are acted upon. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 24. 24 GROWING ESTABLISHED “The launch is delayed, so there is no time for usability testing. GROWING ESTABLISHED “We have to move on to the next project before we can do v.2. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 25. 25 Process Strategy Checklist TIME USERS ✓ Project plans include a UX phase. ✓ User perspective is represented and known. IMPACT ✓ Ideas generated through the UX design process are acted upon. LEARNING ✓Evaluation and iteration happens. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 26. 26 TACTICS FOR THE RIGHT PROCESS USER-CENTERED OR LEAN UX? LIVE USERS OR PERSONAS? COLLABORATE OR DEMONSTRATE? User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 27. Me s c es t ho Pro ds 27 Business User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 28. 28 STARTUP GROWING “We’re Agile, so we don’t do research. ESTABLISHED “We don’t use ESTABLISHED “We rolled it back due the usability lab that much. to internal pushback. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 29. 29 Business Strategy Checklist BUY-IN ✓Executive & stakeholder support is strong. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 30. 30 ESTABLISHED “UX costs too much, and the business is doing fine as is. GROWING ESTABLISHED “The CIO thinks personas are a waste of time money. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 31. 31 Business Strategy Checklist BUY-IN ✓ Executive and stakeholder support is strong. ✓UX budgets are stable MONEY non-negotiable. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX and
  • 32. 32 ANY STAGE “The beta testers seem to like the new design. ANY STAGE “I think the project went well. The stakeholders seem happy. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 33. 33 Business Strategy Checklist BUY-IN ✓ Executive and stakeholder support is strong. MONEY✓ UX budgets are stable and nonnegotiable. METRICS ✓Metrics and benchmarks are defined. Results are measured. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 34. 34 ESTABLISHED “The VP of sales has made a list of features. “These users just didn’t GROWING ESTABLISHED get it! ANY STAGE “I think we should move this button to the left. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 35. 35 Business Strategy Checklist BUY-IN ✓ Executive and stakeholder support is strong. MONEY✓ UX budgets are stable and nonnegotiable. METRICS✓ Metrics and benchmarks are defined. Results are measured. EVIDENCE ✓Evidence-based decisions are the norm. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 36. 36 TACTICS FOR THE RIGHT BUSINESS STRATEGY ENGAGE OR EXCLUDE? SMALL TEAMS OR LARGE? FOCUS OR TRIANGULATE? User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 37. 37 STRATEGIC PLANNING BUSINESS METHODS PROCESS ✓ Business Goals, Req. & Vision ✓ Project Goals & Metrics ✓ Project/Stakeholder Ecology ✓ Research Methodology ✓ User Modeling & Requirements ✓ Design Methodology ✓ Project Road Map ✓ Evaluation & Iteration User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 38. 38 Me s c es t ho Pro ds STRATEGIC UX Business User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 39. 39 Methods Strategy Checklist ✓ VALIDITY ✓ TOOLBOX PEOPLE ✓ We agree on issues of methodology and research validity. We draw from a range of methods, choosing the right solution for problem at hand. Our staff has the expertise required to deliver rigorous and high quality work. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 40. 40 Process Strategy Checklist TIME USERS ✓ Project plans include a UX phase. ✓ User perspective is represented and known. IMPACT ✓ Ideas generated through the UX design process have visible impact. LEARNING✓ Evaluation and iteration happens. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX
  • 41. 41 Business Strategy Checklist BUY-IN ✓ Executive and stakeholder support is strong. MONEY✓ UX budgets are stable and nonnegotiable. METRICS✓ Metrics and benchmarks are defined. Results are measured. EVIDENCE ✓ Evidence-based decisions are the norm. User Experience Strategy Overview, Eva Kaniasty/Red Pill UX

Hinweis der Redaktion

  1. What’s missing? One dimensional
  2. Overwhelming - no one size fits all
  3. Highly prescriptive at how you’re supposed to do UX Nothing about what you’re accomplishing
  4. Discouraging You can’t sell UX
  5. Designing your UX function Maximizing value; Not prescriptive in terms of tactics
  6. what does an ideal practice look like? What can we learn from misunderstandings & conflicts?
  7. Theater of UX Research is conducted on proxy users, or not at all. User research and market research are not viewed as separate functions.
  8. point of diminishing returns Methodolatry
  9. Checking the UX box; Hiring focused on UX unicorns - Don’t make me think school of UX design UX team of one - Does not scale We love usability testing... make it happen without additional staffing
  10. UX is an afterthought Design is fragmented, with conflicting factions
  11. Death by deliverable
  12. Learned helplessness
  13. Always time for dev Dead end
  14. A product that isn’t getting better is a dying product.
  15. Executive and stakeholder support is lacking or sporadic. Resistance
  16. Rejection
  17. What is success? How do you know that you’re doing a good job? Benchmarks and measures of successful outcomes do not exist.
  18. Opinionitis