Creighton Dent, TargetX Ryan Barresi, TargetX Tim Harrison, TargetX

1. #TargetXSummit
Designing for THEO
The TargetX Product Development Philosophy
& How You Can Contribute
Ryan Barresi, Timothy Harrison, and Creighton Dent

2. Ryan
User Experience & Design
Tim
Product Management
Creighton
Client Success

3. #TargetXSummit
Agenda
● Our Mission & THEO Design
● The Early Adopter Program
● User Groups
● Ideation
● Solution Review
● Design
● Working with You
● How to Join

4. Our Mission
to empower higher education professionals
across the world with the industry-specific
technology and support they need to
transform the traditional student lifecycle into a
dynamic student delight cycle

5. What is THEO?
How does it support the mission?

6. T H E O
TargetX Higher Education Only

7. “... a new way of thinking for us and for technology
development in our space. For too long tools have been
built in an agnostic way and then labeled as "higher ed" …
Our approach aims to make our products useful literally
the minute they are spun up - by offering templates
and best practices as part of our product. Built in.
Intentionally. With this approach schools can then focus
on making it truly custom and not starting from scratch.”
Sasha Peterson - CEO

8. “... we're not a generic CRM or tools that need to be
configured to make it work for higher ed. for example,
Events module shouldn't feel like its generically
eventbrite, it should feel like it’s built for higher ed,
and designed to make each person's life easier. Instead
of a blank slate that needs to be set up from scratch,
it "knows" higher ed.”
Olivier Chaine - CTO

9. “Unbelievably easy for a school to get up and running
with the best practices in the industry for enrollment and
retention. Also, that includes the installation of the
features with the best practices. We want to reduce the
on boarding time from 10 months to 10 mins.”
Kevin Butts - VP of Product

10. Client Collaboration

11. #TargetXSummit
TargetX
Community-Wide
User Groups
➔ Open to All
➔ Discussions generate ideas
➔ Events may include:
◆ Product Preview Night
◆ Roadmap Roundtables
◆ Live Q&A with a Developer

12. Introducing TargetX EAP
As part of the Early Adopter Program (EAP), clients play a pivotal role in the
validation of new solutions.
EAP participants have access to the newest products and the opportunity to
provide suggestions on the features of new solutions/components before they’re
released; shaping the final product!
Participating schools also benefit from a dedicated EAP Product Xpert who’ll
assist you during installation and updates throughout the project.

13. The EAP Approach
Solution Review Early Release V2 Roadmap Planning

14. Design
Ryan Barresi & Tim Harrison

15. Designing a THEO Product
Kick-off
(User Group)
Ideation
(Solution review)
Design Develop
(EAP)

16. #TargetXSummit
The Kick Off
1. We get briefed on the problem
we’re looking to solve from the
User Group discussions.
2. We discuss the specific goals of
the person using the product (i.e.
Advisor, Marketing, etc.)
3. We develop some stories and
scripts to help us map out and
focus in on the flow of the
product.

17. #TargetXSummit
Ideation
● PR FAQ
○ Product Summary
○ Problem
○ Solution
○ Getting Started

18. #TargetXSummit
Ideation
● Wireframes
○ Sketches of the proposed
solution.
○ Come up with multiple options
to determine the final direction

19. #TargetXSummit
Ideation
● Success Metrics
○ What do we monitor?
○ How do we determine success?
● # of active users.
● % of users using new vs old
system.
● Time to complete an action

20. #TargetXSummit
Solution Review
● We’ll walk through these items with YOU to outline the problems and solution.
● We’ll solicit feedback to help guide the final design work
○ Ad Hoc Imports vs Local High School Lists

21. #TargetXSummit
Design: Mocking It Up
1. Now that we have narrowed
down our approach, success
metrics, defined technical
parameters and established
some wireframes that map out
the solution.
2. We dive into hi-fidelity
mockups and prototypes to
bring it to life and vet the concept
in very tangible way.

22. #TargetXSummit
Design: Mocking It Up
1. Now that we have narrowed
down our approach, success
metrics, defined technical
parameters and established
some wireframes that map out
the solution.
2. We dive into hi-fidelity
mockups and prototypes to
bring it to life and vet the concept
in very tangible way.

23. #TargetXSummit
Develop: It’s ALIVE!
1. Now we’re cooking. We’ve have
it all in the oven and now we’re
cooking.
2. With the prototypes approved
and vetted we bring it to code.
We begin layering the
HTML/CSS and Accessibility
while our talented engineers
connect all the dots.

24. #TargetXSummit
Ship It!
1. With the design coded, data
mapped, test written, we begin
testing, testing, testing to make
sure the product is solid and
ready for the hand-off.

25. How Do I Get Involved?

26. 2018 Community-Wide User Group Meetups

27. #TargetXSummit
Start a User Group
✓ Login to the TargetX User
Community and navigate to
the Xtras tab
✓ Download The Starter’s
Guide to Leading a TargetX
User Group for guidance
and instructions on how to
get started

28. #TargetXSummit
Early Adopter Program
➔ By Application Only
➔ EAP provides participating
schools early access to new
features and significant
extensions targeting a
specific segment or problem

29. #TargetXSummit
Early Adopter Program
Who is eligible?
● Active in User Groups
● Org is up-to-date on
supported package versions
● Committed and able to
participate in the complete
EAP process within the
prescribed timeline

30. #TargetXSummit
Early Adopter Program
How do we select participants?
● Institution category fits
use-case for EAP project
● Client has an evident and
immediate problem /
use-case the solution is
designed to solve

31. #TargetXSummit
Early Adopter Program
Solution Review
Vetting together that the
proposed feature and THEO
content both addresses a
business problem/opportunity and
accounts for real constraints.
Solution Review
Early Release
V2 Roadmap Planning

32. #TargetXSummit
Early Adopter Program
Early Release
Once tested and packaged,
TargetX will complete the install
in your school’s sandbox and
production orgs.
Participate in weekly calls to
provide feedback.
Solution Review
Early Release
V2 Roadmap Planning

33. #TargetXSummit
Early Adopter Program
V2 Roadmap Planning
Based on client use of the
product in early release,
participants will contribute to the
prioritization and planning of
feature enhancements,
integrations, and extensions.
Solution Review
Early Release
V2 Roadmap Planning

34. #TargetXSummit
Join an User Group!
See you at the User Group
Sessions at 1:30pm
Be an Early Adopter.
Learn more about upcoming EAP
Projects in the TargetX User Community
on the Xtras tab.
Questions?
Contact Us at
eap@targetx.com