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IMPROVING THE USER EXPERIENCE
& IMPACT OF YOUR PRODUCTS



Sage Research & Design
March, 2009
CONTENTS
           WHAT WE DO
           EXPERIENCE

           WORK EXAMPLES
           OUR PLEDGE

           IF YOU LIKE WHAT YOU SEE

           CONTACT INFORMATION



                         Sage Research & Design
WHAT WE DO
                      We help our clients…
             Improve                                       Mature
 Increase a product or service’s user          Build products or services that are
 experience through user research              not only usable, but also truly
 & user-centered design                        useful to their customers
 Improve users’ productivity,                  Find a product’s untapped
 satisfaction & loyalty                        potential

                                     Learn
 We can consult with individuals or teams
      Educate management & development teams on how to use UX techniques during the
      development process
      Work with junior UX employees on how to improve their skills and effectiveness
 Provide workshops or tutorials on numerous UX topics

                                                 Sage Research & Design
WHAT WE DO


   …all while staying within your
    time and budget constraints.




                      Sage Research & Design
OUR SERVICES
 User Experience (UX) Research / Usability Testing
   Usability Reviews
   A broad spectrum of traditional & customized methodologies
 Interaction Design
   Creative & insightful design solutions based on user needs and
   company goals
 Visual Design
   Using color, shape, pattern, line, and text to create a positive,
   harmonious, clear environment
 Training
   Workshops, courses, individual employee training
 Hourly Consulting
   Design feedback, mentoring, strategy or messaging, etc.

                                            Sage Research & Design
USER EXPERIENCE RESEARCH
        Some UX research methodologies we use
                              Iterative
                          design techniques
                           Usability testing (low
                           and high fidelity)
                           Expert reviews
Pre-design techniques                               Post-design techniques
  Expert UX review                                      Customer Surveys
  Ethnographic                                          Journal Studies
  customer interviews &
                                                        Rework & Recall
  observation


  Don’t see one that fits your needs? We’ll create one for you!
INTERACTION DESIGN
 Our interaction design services include
   Wire framing
   Information architecture
   Co-design sessions with clients or customers
   Training junior employees
   Consulting with management to integrate UX
   design processes




                                Sage Research & Design
VISUAL DESIGN
 Our visual design services include
   Visual design reviews
   Visual rendering
   Creating new design directions and futuristic visions
   Creating visual design style guides
   Icons
   Illustrations
   Identity
   Animations
                                 Sage Research & Design
AND MUCH MORE…
 Corporate workshops or classes
 Training junior employees
 Consulting with management to integrate UX
 design processes
 Hourly design consultation
 Brainstorming sessions
 Client/consultant co-design sessions
 Co-design sessions with users



                              Sage Research & Design
CONTENTS
           WHAT WE DO
           EXPERIENCE

           WORK EXAMPLES
           OUR PLEDGE

           IF YOU LIKE WHAT YOU SEE

           CONTACT INFORMATION



                         Sage Research & Design
EXPERIENCE
                 WE HAVE EXPERIENCE IMPROVING…


Websites                   Software                 Hardware              Social
•Search engines            •HTML editors            •Televisions          •Mobile Phones
•Content sites             •Graphic editors         •Printers             •PIMs
•Retail sites              •Photo & video editors   •Web cameras          •Social Networking Sites
•Web applications          •Databases               •Remote controls      •Social Telephony Sites
•Technical support sites   •Word processors         •Keyboards
                           •Time management         •Servers
                           •Enterprise
                           •Home network




                                                        Sage Research & Design
EXPERIENCE
           WE HAVE EXPERIENCE IMPROVING…


Medical                   Retail                          Entertainment
•Spinal Implants          •Clothing Retail                •GPS Games
•Pain Management          •Online Auctions                •Music Editing Software
•Cochlear Implants        •Online Bartering               •Children’s Software
•Orthopedic Positioning   •Online Financial Services/
•Medical Billing          Banking
•Hospital Websites        •Energy Retail
•Hospital Focus Groups




                                                 Sage Research & Design
CLIENTS INCLUDE…
              WE RUN WITH A GOOD CROWD
We have experience working as user experience experts with the following diverse set of companies
as consultants, subcontractors or employees.




                                                      Sage Research & Design
OUR TEAM
 DEDICATED PROFESSIONALS WITH UNBEATABLE EXPERIENCE
             Shannon Halgren, Ph.D.
             Founder of Sage Research & Design
              -Product User Experience
              -User Research
              -Interaction Design
             Anna Rowe, Ph.D.
              -User Research
              -Interaction Design
              -Information Architecture
             Anne Russell
              -Visual Design
              -Web Design


             Skye Lee
             -Product User Experience
             -Product Strategy
             -Business Development        Sage Research & Design
CONTENTS
           WHAT WE DO
           EXPERIENCE

           WORK EXAMPLES
           OUR PLEDGE

           IF YOU LIKE WHAT YOU SEE

           CONTACT INFORMATION



                         Sage Research & Design
CLIENT #1
 Client
   Start-up company with a family of hardware & software
   products for monitoring & controlling household energy
   consumption
 Their problem
   They were creating in-home products to be used by broad
   user groups and felt that their customer’s user experience
   was going to make or break them
 Constraints
   Low budget
   Fast turn around needed
   Most in the company were new to UX principles


                                      Sage Research & Design
CLIENT #1
 What We Did…



                                            Interaction Design
                     Expert UX Review
Strategic Planning     Reviewed all         Created specifications   Iterative User
                                            for thermostat and in-   Research
  Created a 6          product UIs for      home display UIs
  month user           obvious UX issues                               Focus Groups
  research plan                             Advised on website UI
                       Focused on how to    design & made design       Usability Studies
  Educated execs       make the family of   change
  on how to fold                                                       Home Visits
  UX processes         diverse products     recommendations
  into their dev.      have the same                                   Participatory Design
                                            Advised on printed and
  cycle                look and feel        online help content        Sessions with users
  Helped hire a
  senior level UX
  employee                                            Sage Research & Design
CLIENT #2
 Client
   Start-up web application with over 10 million members
 Their problem
   They knew they had user experience issues – most of
   their customers hadn’t used the site much beyond
   signing up. But, they couldn’t articulate what the issues
   were or figure out how to eliminate them
 Constraints
   Low budget
   Fast turn around needed
   Only 1 junior UX employee on staff


                                    Sage Research & Design
CLIENT #2
What We Did…




                                          Wireframe Key Flows
                   Make Design
                   Change                   New flows designed
                                            based on UX review       Consultation
Blind Expert       Recommendations
                                            findings &                 Visual design
UX Review            Based on UX            recommendations
  Evaluate true      review and             Key marketing              Interaction design
  new user           informational          messages integrated        Marketing messages
  experience         meetings with the      into design
  Evaluate web       client                 Designs reiterated and     Junior employee
  site messaging                            co-designed with the       mentoring
  effectiveness      Prioritized action     product team
  Top UX issues      items were
  delivered          included                            Sage Research & Design
CLIENT TESTIMONIALS
                                         Testimonials
Chung Meng Cheong, VP of Products, Jaxtr, Inc.
   quot;Thank you Skye and Shannon for taking us as a client. You have helped raised our understanding and
   expectations for a good user experience, and gave us a great design that will get us there.“


Tim Enwall, CEO, Tendril Networks, Inc.
   quot;I hired Shannon when I was with Access Graphics and again for Tendril Networks. We found Shannon's
   input very helpful and appreciated that she found a way to work within our tight budget. You'll see upon
   reviewing her credentials that it'd be pretty hard to find a more qualified and experienced user interface
   expert. I highly recommend Shannon.quot;


Elissa Darnell, Director of User Experience, eBay, Inc.
   “It was a wonderful experience working with Shannon. She took on a challenging project for us with an
   uncertain outcome. Her research expertise resulted in a final product that far exceeded my expectations.
   The creativity and customer focus Shannon brought to my project was impressive! I look forward to
   working with her again..”

                                                                Sage Research & Design
CONTENTS
           WHAT WE DO
           EXPERIENCE

           WORK EXAMPLES
           OUR PLEDGE

           IF YOU LIKE WHAT YOU SEE

           CONTACT INFORMATION



                         Sage Research & Design
OUR PLEDGE
 We believe in…
   Doing the work ourselves
     We don’t farm out the work to less experienced employees
   Being flexible
     Projects and goals change, so can the Statement of Work
     once work has begun
   Frequent updates
     We present our work and solicit feedback often
   Client satisfaction
     We’ll do everything in our power to make your project a
     success and leave you wanting more!


                                      Sage Research & Design
CONTENTS
           WHAT WE DO
           EXPERIENCE

           WORK EXAMPLES
           OUR PLEDGE

           IF YOU LIKE WHAT YOU SEE

           CONTACT INFORMATION



                         Sage Research & Design
IF YOU LIKE WHAT YOU SEE
 Next Steps…
 Schedule a “Fact Gathering” meeting
   Meeting Goals
     Project Introduction
     Discuss your needs
     Gather information to develop a Statement of Work
 We prepare a SOW (Statement of Work)
   Contains what we’ll do (in detail), schedule, & costs
   This can be an iterative process
 Red tape
   You sign the SOW, we sign your papers
 Work begins!

                                       Sage Research & Design
CONTENTS
           WHAT WE DO
           EXPERIENCE

           WORK EXAMPLES
           OUR PLEDGE

           IF YOU LIKE WHAT YOU SEE

           CONTACT INFORMATION



                         Sage Research & Design
CONTACT INFORMATION

     Sage Research & Design
                720-221-7003
            info@sage-research.com
             www.sage-research.com

    Our website provides more details about our services,
        experience and links to our full bios and resumes.
            References available upon request.


                                       Sage Research & Design

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Sage Research & Design Introduction

  • 1. IMPROVING THE USER EXPERIENCE & IMPACT OF YOUR PRODUCTS Sage Research & Design March, 2009
  • 2. CONTENTS WHAT WE DO EXPERIENCE WORK EXAMPLES OUR PLEDGE IF YOU LIKE WHAT YOU SEE CONTACT INFORMATION Sage Research & Design
  • 3. WHAT WE DO We help our clients… Improve Mature Increase a product or service’s user Build products or services that are experience through user research not only usable, but also truly & user-centered design useful to their customers Improve users’ productivity, Find a product’s untapped satisfaction & loyalty potential Learn We can consult with individuals or teams Educate management & development teams on how to use UX techniques during the development process Work with junior UX employees on how to improve their skills and effectiveness Provide workshops or tutorials on numerous UX topics Sage Research & Design
  • 4. WHAT WE DO …all while staying within your time and budget constraints. Sage Research & Design
  • 5. OUR SERVICES User Experience (UX) Research / Usability Testing Usability Reviews A broad spectrum of traditional & customized methodologies Interaction Design Creative & insightful design solutions based on user needs and company goals Visual Design Using color, shape, pattern, line, and text to create a positive, harmonious, clear environment Training Workshops, courses, individual employee training Hourly Consulting Design feedback, mentoring, strategy or messaging, etc. Sage Research & Design
  • 6. USER EXPERIENCE RESEARCH Some UX research methodologies we use Iterative design techniques Usability testing (low and high fidelity) Expert reviews Pre-design techniques Post-design techniques Expert UX review Customer Surveys Ethnographic Journal Studies customer interviews & Rework & Recall observation Don’t see one that fits your needs? We’ll create one for you!
  • 7. INTERACTION DESIGN Our interaction design services include Wire framing Information architecture Co-design sessions with clients or customers Training junior employees Consulting with management to integrate UX design processes Sage Research & Design
  • 8. VISUAL DESIGN Our visual design services include Visual design reviews Visual rendering Creating new design directions and futuristic visions Creating visual design style guides Icons Illustrations Identity Animations Sage Research & Design
  • 9. AND MUCH MORE… Corporate workshops or classes Training junior employees Consulting with management to integrate UX design processes Hourly design consultation Brainstorming sessions Client/consultant co-design sessions Co-design sessions with users Sage Research & Design
  • 10. CONTENTS WHAT WE DO EXPERIENCE WORK EXAMPLES OUR PLEDGE IF YOU LIKE WHAT YOU SEE CONTACT INFORMATION Sage Research & Design
  • 11. EXPERIENCE WE HAVE EXPERIENCE IMPROVING… Websites Software Hardware Social •Search engines •HTML editors •Televisions •Mobile Phones •Content sites •Graphic editors •Printers •PIMs •Retail sites •Photo & video editors •Web cameras •Social Networking Sites •Web applications •Databases •Remote controls •Social Telephony Sites •Technical support sites •Word processors •Keyboards •Time management •Servers •Enterprise •Home network Sage Research & Design
  • 12. EXPERIENCE WE HAVE EXPERIENCE IMPROVING… Medical Retail Entertainment •Spinal Implants •Clothing Retail •GPS Games •Pain Management •Online Auctions •Music Editing Software •Cochlear Implants •Online Bartering •Children’s Software •Orthopedic Positioning •Online Financial Services/ •Medical Billing Banking •Hospital Websites •Energy Retail •Hospital Focus Groups Sage Research & Design
  • 13. CLIENTS INCLUDE… WE RUN WITH A GOOD CROWD We have experience working as user experience experts with the following diverse set of companies as consultants, subcontractors or employees. Sage Research & Design
  • 14. OUR TEAM DEDICATED PROFESSIONALS WITH UNBEATABLE EXPERIENCE Shannon Halgren, Ph.D. Founder of Sage Research & Design -Product User Experience -User Research -Interaction Design Anna Rowe, Ph.D. -User Research -Interaction Design -Information Architecture Anne Russell -Visual Design -Web Design Skye Lee -Product User Experience -Product Strategy -Business Development Sage Research & Design
  • 15. CONTENTS WHAT WE DO EXPERIENCE WORK EXAMPLES OUR PLEDGE IF YOU LIKE WHAT YOU SEE CONTACT INFORMATION Sage Research & Design
  • 16. CLIENT #1 Client Start-up company with a family of hardware & software products for monitoring & controlling household energy consumption Their problem They were creating in-home products to be used by broad user groups and felt that their customer’s user experience was going to make or break them Constraints Low budget Fast turn around needed Most in the company were new to UX principles Sage Research & Design
  • 17. CLIENT #1 What We Did… Interaction Design Expert UX Review Strategic Planning Reviewed all Created specifications Iterative User for thermostat and in- Research Created a 6 product UIs for home display UIs month user obvious UX issues Focus Groups research plan Advised on website UI Focused on how to design & made design Usability Studies Educated execs make the family of change on how to fold Home Visits UX processes diverse products recommendations into their dev. have the same Participatory Design Advised on printed and cycle look and feel online help content Sessions with users Helped hire a senior level UX employee Sage Research & Design
  • 18. CLIENT #2 Client Start-up web application with over 10 million members Their problem They knew they had user experience issues – most of their customers hadn’t used the site much beyond signing up. But, they couldn’t articulate what the issues were or figure out how to eliminate them Constraints Low budget Fast turn around needed Only 1 junior UX employee on staff Sage Research & Design
  • 19. CLIENT #2 What We Did… Wireframe Key Flows Make Design Change New flows designed based on UX review Consultation Blind Expert Recommendations findings & Visual design UX Review Based on UX recommendations Evaluate true review and Key marketing Interaction design new user informational messages integrated Marketing messages experience meetings with the into design Evaluate web client Designs reiterated and Junior employee site messaging co-designed with the mentoring effectiveness Prioritized action product team Top UX issues items were delivered included Sage Research & Design
  • 20. CLIENT TESTIMONIALS Testimonials Chung Meng Cheong, VP of Products, Jaxtr, Inc. quot;Thank you Skye and Shannon for taking us as a client. You have helped raised our understanding and expectations for a good user experience, and gave us a great design that will get us there.“ Tim Enwall, CEO, Tendril Networks, Inc. quot;I hired Shannon when I was with Access Graphics and again for Tendril Networks. We found Shannon's input very helpful and appreciated that she found a way to work within our tight budget. You'll see upon reviewing her credentials that it'd be pretty hard to find a more qualified and experienced user interface expert. I highly recommend Shannon.quot; Elissa Darnell, Director of User Experience, eBay, Inc. “It was a wonderful experience working with Shannon. She took on a challenging project for us with an uncertain outcome. Her research expertise resulted in a final product that far exceeded my expectations. The creativity and customer focus Shannon brought to my project was impressive! I look forward to working with her again..” Sage Research & Design
  • 21. CONTENTS WHAT WE DO EXPERIENCE WORK EXAMPLES OUR PLEDGE IF YOU LIKE WHAT YOU SEE CONTACT INFORMATION Sage Research & Design
  • 22. OUR PLEDGE We believe in… Doing the work ourselves We don’t farm out the work to less experienced employees Being flexible Projects and goals change, so can the Statement of Work once work has begun Frequent updates We present our work and solicit feedback often Client satisfaction We’ll do everything in our power to make your project a success and leave you wanting more! Sage Research & Design
  • 23. CONTENTS WHAT WE DO EXPERIENCE WORK EXAMPLES OUR PLEDGE IF YOU LIKE WHAT YOU SEE CONTACT INFORMATION Sage Research & Design
  • 24. IF YOU LIKE WHAT YOU SEE Next Steps… Schedule a “Fact Gathering” meeting Meeting Goals Project Introduction Discuss your needs Gather information to develop a Statement of Work We prepare a SOW (Statement of Work) Contains what we’ll do (in detail), schedule, & costs This can be an iterative process Red tape You sign the SOW, we sign your papers Work begins! Sage Research & Design
  • 25. CONTENTS WHAT WE DO EXPERIENCE WORK EXAMPLES OUR PLEDGE IF YOU LIKE WHAT YOU SEE CONTACT INFORMATION Sage Research & Design
  • 26. CONTACT INFORMATION Sage Research & Design 720-221-7003 info@sage-research.com www.sage-research.com Our website provides more details about our services, experience and links to our full bios and resumes. References available upon request. Sage Research & Design