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User & Customer
Experience Strategy
1
What is it and why is it important?
UXStrategy
User Design Principles
2
๏ Choose the best format for the context of use
๏ Provide content for all levels of ability
๏ Design for each of the persona states - crisis, stability and self-reliant
๏ Reflect the identity and needs of clients, not the structure of FACS
๏ Reflect the range of needs for clients (across service boundaries)
๏ Provide clarity of eligibility and action to take
๏ Provide clear expectations and address fears
๏ Keep people informed https://www.gov.uk/service-manual
UXStrategy
User & Customer Experience
3
Business 

Goals
User 

Needs
Technological
Constraints
UX
UX & CX
It’s the sweet spot that
marries business and
customer needs with what is
technically possible
UXStrategy
Business needs analysis
4
User 

Needs
Technological
Constraints
UX
Business 

Goals
๏ Stakeholder interviews
๏ Defining what success looks like
๏ Requirements workshops
๏ Illustrate desired user flows
๏ Setting baselines
UXStrategy
User needs analysis
5
๏ Recruit and interview users
๏ Quantitive analysis of users
๏ Qualitative research of users
๏ Identify primary user needs
๏ Illustrate their journeys
๏ Testing our business offerings
User 

Needs
Business 

Goals
Technological
Constraints
UX
UXStrategy
Technical constraints analysis
6
๏ Analyse online traffic
๏ Information architecture
๏ Content audit
๏ User flow diagrams
๏ Iteration planning
User 

Needs
Business 

Goals
UX
Technological 

Constraints
Discovery & Research
Understanding our customers
“Success is not delivering a feature, it is learning how to solve
a customer’s problem”
Eric Ries - The Lean Startup
7
UXStrategy
Customer Context User context
EmotionalPhysical
Cognitive
DOING
environment, physical
activity, habits,
disabilities, preferences,
sensory stimuli
FEELING
psychological state,
stress level, needs,
desires
LEARNING
cognitive assumptions,
learning ability,
education
User context
EmotionalPhysical
Cognitive

Business
needs
Customer
needs
Customer
Context
UXStrategy
Customer Engagement
9
Engagement
useful
valuable
emotionalaccessible
credible
findable sharable
EmotionalPhysical
Cognitive

useful
valuable
emotionalaccessible
credible
findable sharable
Engagement
UXStrategy
Engagement motivators
useful
valuable
emotionalaccessible
credible
findable sharable
Customer engagement
today
Customer engagement
tomorrow
useful
valuable
emotionalaccessible
credible
findable sharable
UXStrategy
Engagement hierarchy for existing and new customers
๏ Are we answering needs?
๏ How can we exceed
their expectations?
๏ Will they recommend us
in future?
Innovative
Has personal significance
Desirable
Memorable aesthetic experience
Functional
Works as expected
Reliable
Stable and consistent
Accessible
Ease of use
Proficient
Works beyond expectation
Qualitative
Focussed on experiences
Quantifiable
Focussed on tasks & features
UXStrategy
Using Personas
A persona is not an actual user,
but a “hypothetical archetype” or
character who represents a group
of users to understand their
needs and problems.
UXStrategy
Why Personas?
๏ Personas help to answer very
specific questions
๏ They help us gain perspective
๏ They tell a story which is easily
remembered forever
๏ Predict outcomes
UXStrategy
Personas for the whole team
Personas are a tool that can be
used by anybody in developing a
product or service
Entrepreneurs
Designers
Producers Techies
Marketing
Stakeholders
UXStrategy
Personas for the planners
๏ Identifying customer types
๏ Defining problems and pain-points
๏ Understanding their motivations,
needs and goals
๏ Understanding attitudes and
comfort levels
๏ Identifying competing products
Marketing
Stakeholders
UXStrategy
Personas for designers, builders and producers
๏ Design for the customer
๏ Develop for the customer
๏ Focus on primary features
๏ Resolve disagreements
Designers
Producers Techies
Creating personas
If used improperly, as when personas are not based on first-hand
research, or based solely on market research (as opposed to
ethnographic research), then personas will impart an inaccurate
understanding of users and provide a false sense of security and
solidify assumptions.
17
UXStrategy
User interviews
Conversations about their lives
but allow flexible discussion to
guide insights on topics relating to
their experience and behaviour
around a product / service.
UXStrategy
Shadowing
Observation of their experience
with a service /product. Often we
can learn things that they might
never tell us. It can entail watching
someone over a course of time
or many people to find patterns.
UXStrategy
Focus groups
Facilitation with a group of
customers. Useful in focussing on
a group behaviour and capture
their experiences and needs.
UXStrategy
Keeping personas alive
21
๏ Assign a champion to
keep personas alive
๏ Present personas to
key departments
๏ Use role-playing and
Q&A with personas to
answer questions the
team has.
Personas can be kept alive within an organisation by laying some groundwork.
UXStrategy
Goal-oriented user flows
22
๏ Defining the persona
๏ Describe the scenario
๏ Fulfill their goals
UXStrategy
Customer Journey Maps
23
Information architecture
Once we have understood the primary and secondary users, we can
then craft a content strategy based on the user flows.
24
UXStrategy
Task modelling
ATask Model diagram can be
created to list tasks around a
person’s needs and behaviours to
dive deeper and discover what
they are trying to accomplish, and
then create solutions that match.
UXStrategy
Content based on customer needs
FindSearch
Browse latest
movies to watch
Search Google for
keywords: foxtel,
guide, movies,
australia
Movie evaluation
Userneeds
Personalisation Evaluation
Is it worth keeping
Foxtel?
Upgrade
Upgrade my
subscription
Personalisation Manage account
Edit user profiles
Browse popular
movies to watch
Is it age
appropriate?
Have we seen this
movie?
Am I on the right
website?
What user star
rating is it?
What movies have I
missed?
What reviews have
been written for it?
Movie exploration
When is this movie
showing?
Record this movie
Add this movie to
my watch list
I want to explore
other movies like
this
I want to explore
other channels
movie guides
I want to set a
reminder for when
this movie is on
Browse movies by
genre
What movies are on
later?
What movies are on
now?
I want to sort /
filter results by
channel, genre,
rating, recent,
popular
Search Foxtel
Movies for titles,
directors, actors
Is it worth
upgrading?
Share this movie
review / rating /
watch list
I want to know
what my friends are
watching
Rate / review this
movie
Make it easy for me
to choose what I
like
I want to know
what my friends
have rated &
reviewed
I want to know
when new movies
are out
Cancel my account
Manage user watch
lists
Downgrade my
subscription
Post-movieSearch and Find Movie evaluation Conversion AdminRetention
Movies watched
Foxtel Movies
Home
Remote recording Genre in navigation
A-Z Movie Guide
Foxtel Movie search
with auto-complete
Foxtel Movies
Home
Movies Guide
Recommendations
Faceted search
results
Hero carousel
"New" carousel
Age classification
Movies Guide
Reviews
Ratings
Watchlists
Reminders
Watchlist sharing
Rating & review
sharing
"Related" carousel
Cross channel
guides
Email subscription
Membership
rewards and prices
Online upgrade
Upgrade free trial
Reviews
Ratings
Rating & review
sharing
Watchlist
management
User Profile
management
Account
management
Online downgrade
26
UXStrategy
Card sorting: improving Findability
27
A low tech collaborative
exercise used to
categorise labels and
system architecture
UXStrategy
Card sorting defines content blocks and navigation in the IA
28
ATask Model diagram can be
created to list tasks around a
person’s needs and behaviours to
dive deeper and discover what
they are trying to accomplish, and
then create solutions that match.
Qantas Gemini Card UX
Card Sorting results
5
Open card-sorting dendrogram Similar
Qantas Gemini Card UX
Card Sorting results
Droga5
QFF0020-Qantas-Cash-UX-v12.graffle
Fri Mar 08 2013
Document
Creator
Modified5
Open card-sorting dendrogram Similarity Matrix
UXStrategy
User flow diagrams
29
Defining the intended user flows throughout the site
30
User Testing & Validation
Once we have defined the business success and understood our customers,
we can then test our assumptions and outcomes of our research iteratively
within a production cycle.
UXStrategy
Customer first impressions
31
UXStrategy
Click testing
32
UXStrategy
User flow testing
33
Content Strategy
34
UXStrategy
35
The 4 Pillars of Content Strategy
Substance identifies what content
is required to successfully 
implement your core strategy,
including characteristics such as
messaging architecture, intended
audience(s), and voice and tone.
Structure focuses on how content
is prioritised, organised, and
accessed. Although structure can
include information architecture
(IA), it can focus more deeply on
the content itself.
Workflow
Core
strategy
Governance
Substance
Structure
Workflow explains how people
manage and maintain content on a
daily basis, including the roles,
tasks, and tools required
throughout the content lifecycle.
Governance describes the policies,
standards, and guidelines that
apply to content and its lifecycle, as
well as how an organisation will
sustain and evolve its content
strategy.
To create a cohesive network of
digital properties, which provides
customers with informative and
engaging content.
El fin
36
Mauricio Perez
0405 419 059
coco@cocoloco.com.au

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What-is-UX-101

  • 1. User & Customer Experience Strategy 1 What is it and why is it important?
  • 2. UXStrategy User Design Principles 2 ๏ Choose the best format for the context of use ๏ Provide content for all levels of ability ๏ Design for each of the persona states - crisis, stability and self-reliant ๏ Reflect the identity and needs of clients, not the structure of FACS ๏ Reflect the range of needs for clients (across service boundaries) ๏ Provide clarity of eligibility and action to take ๏ Provide clear expectations and address fears ๏ Keep people informed https://www.gov.uk/service-manual
  • 3. UXStrategy User & Customer Experience 3 Business 
 Goals User 
 Needs Technological Constraints UX UX & CX It’s the sweet spot that marries business and customer needs with what is technically possible
  • 4. UXStrategy Business needs analysis 4 User 
 Needs Technological Constraints UX Business 
 Goals ๏ Stakeholder interviews ๏ Defining what success looks like ๏ Requirements workshops ๏ Illustrate desired user flows ๏ Setting baselines
  • 5. UXStrategy User needs analysis 5 ๏ Recruit and interview users ๏ Quantitive analysis of users ๏ Qualitative research of users ๏ Identify primary user needs ๏ Illustrate their journeys ๏ Testing our business offerings User 
 Needs Business 
 Goals Technological Constraints UX
  • 6. UXStrategy Technical constraints analysis 6 ๏ Analyse online traffic ๏ Information architecture ๏ Content audit ๏ User flow diagrams ๏ Iteration planning User 
 Needs Business 
 Goals UX Technological 
 Constraints
  • 7. Discovery & Research Understanding our customers “Success is not delivering a feature, it is learning how to solve a customer’s problem” Eric Ries - The Lean Startup 7
  • 8. UXStrategy Customer Context User context EmotionalPhysical Cognitive DOING environment, physical activity, habits, disabilities, preferences, sensory stimuli FEELING psychological state, stress level, needs, desires LEARNING cognitive assumptions, learning ability, education User context EmotionalPhysical Cognitive  Business needs Customer needs Customer Context
  • 10. UXStrategy Engagement motivators useful valuable emotionalaccessible credible findable sharable Customer engagement today Customer engagement tomorrow useful valuable emotionalaccessible credible findable sharable
  • 11. UXStrategy Engagement hierarchy for existing and new customers ๏ Are we answering needs? ๏ How can we exceed their expectations? ๏ Will they recommend us in future? Innovative Has personal significance Desirable Memorable aesthetic experience Functional Works as expected Reliable Stable and consistent Accessible Ease of use Proficient Works beyond expectation Qualitative Focussed on experiences Quantifiable Focussed on tasks & features
  • 12. UXStrategy Using Personas A persona is not an actual user, but a “hypothetical archetype” or character who represents a group of users to understand their needs and problems.
  • 13. UXStrategy Why Personas? ๏ Personas help to answer very specific questions ๏ They help us gain perspective ๏ They tell a story which is easily remembered forever ๏ Predict outcomes
  • 14. UXStrategy Personas for the whole team Personas are a tool that can be used by anybody in developing a product or service Entrepreneurs Designers Producers Techies Marketing Stakeholders
  • 15. UXStrategy Personas for the planners ๏ Identifying customer types ๏ Defining problems and pain-points ๏ Understanding their motivations, needs and goals ๏ Understanding attitudes and comfort levels ๏ Identifying competing products Marketing Stakeholders
  • 16. UXStrategy Personas for designers, builders and producers ๏ Design for the customer ๏ Develop for the customer ๏ Focus on primary features ๏ Resolve disagreements Designers Producers Techies
  • 17. Creating personas If used improperly, as when personas are not based on first-hand research, or based solely on market research (as opposed to ethnographic research), then personas will impart an inaccurate understanding of users and provide a false sense of security and solidify assumptions. 17
  • 18. UXStrategy User interviews Conversations about their lives but allow flexible discussion to guide insights on topics relating to their experience and behaviour around a product / service.
  • 19. UXStrategy Shadowing Observation of their experience with a service /product. Often we can learn things that they might never tell us. It can entail watching someone over a course of time or many people to find patterns.
  • 20. UXStrategy Focus groups Facilitation with a group of customers. Useful in focussing on a group behaviour and capture their experiences and needs.
  • 21. UXStrategy Keeping personas alive 21 ๏ Assign a champion to keep personas alive ๏ Present personas to key departments ๏ Use role-playing and Q&A with personas to answer questions the team has. Personas can be kept alive within an organisation by laying some groundwork.
  • 22. UXStrategy Goal-oriented user flows 22 ๏ Defining the persona ๏ Describe the scenario ๏ Fulfill their goals
  • 24. Information architecture Once we have understood the primary and secondary users, we can then craft a content strategy based on the user flows. 24
  • 25. UXStrategy Task modelling ATask Model diagram can be created to list tasks around a person’s needs and behaviours to dive deeper and discover what they are trying to accomplish, and then create solutions that match.
  • 26. UXStrategy Content based on customer needs FindSearch Browse latest movies to watch Search Google for keywords: foxtel, guide, movies, australia Movie evaluation Userneeds Personalisation Evaluation Is it worth keeping Foxtel? Upgrade Upgrade my subscription Personalisation Manage account Edit user profiles Browse popular movies to watch Is it age appropriate? Have we seen this movie? Am I on the right website? What user star rating is it? What movies have I missed? What reviews have been written for it? Movie exploration When is this movie showing? Record this movie Add this movie to my watch list I want to explore other movies like this I want to explore other channels movie guides I want to set a reminder for when this movie is on Browse movies by genre What movies are on later? What movies are on now? I want to sort / filter results by channel, genre, rating, recent, popular Search Foxtel Movies for titles, directors, actors Is it worth upgrading? Share this movie review / rating / watch list I want to know what my friends are watching Rate / review this movie Make it easy for me to choose what I like I want to know what my friends have rated & reviewed I want to know when new movies are out Cancel my account Manage user watch lists Downgrade my subscription Post-movieSearch and Find Movie evaluation Conversion AdminRetention Movies watched Foxtel Movies Home Remote recording Genre in navigation A-Z Movie Guide Foxtel Movie search with auto-complete Foxtel Movies Home Movies Guide Recommendations Faceted search results Hero carousel "New" carousel Age classification Movies Guide Reviews Ratings Watchlists Reminders Watchlist sharing Rating & review sharing "Related" carousel Cross channel guides Email subscription Membership rewards and prices Online upgrade Upgrade free trial Reviews Ratings Rating & review sharing Watchlist management User Profile management Account management Online downgrade 26
  • 27. UXStrategy Card sorting: improving Findability 27 A low tech collaborative exercise used to categorise labels and system architecture
  • 28. UXStrategy Card sorting defines content blocks and navigation in the IA 28 ATask Model diagram can be created to list tasks around a person’s needs and behaviours to dive deeper and discover what they are trying to accomplish, and then create solutions that match. Qantas Gemini Card UX Card Sorting results 5 Open card-sorting dendrogram Similar Qantas Gemini Card UX Card Sorting results Droga5 QFF0020-Qantas-Cash-UX-v12.graffle Fri Mar 08 2013 Document Creator Modified5 Open card-sorting dendrogram Similarity Matrix
  • 29. UXStrategy User flow diagrams 29 Defining the intended user flows throughout the site
  • 30. 30 User Testing & Validation Once we have defined the business success and understood our customers, we can then test our assumptions and outcomes of our research iteratively within a production cycle.
  • 35. UXStrategy 35 The 4 Pillars of Content Strategy Substance identifies what content is required to successfully  implement your core strategy, including characteristics such as messaging architecture, intended audience(s), and voice and tone. Structure focuses on how content is prioritised, organised, and accessed. Although structure can include information architecture (IA), it can focus more deeply on the content itself. Workflow Core strategy Governance Substance Structure Workflow explains how people manage and maintain content on a daily basis, including the roles, tasks, and tools required throughout the content lifecycle. Governance describes the policies, standards, and guidelines that apply to content and its lifecycle, as well as how an organisation will sustain and evolve its content strategy. To create a cohesive network of digital properties, which provides customers with informative and engaging content.
  • 36. El fin 36 Mauricio Perez 0405 419 059 coco@cocoloco.com.au