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UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure




                     UXD v. Analytics

     What have YOU got for me?
    No, what have you got for ME?
              World Information Architecture Day 2013
                          Ann Arbor, MI

    Chris Farnum, Senior User Experience Designer, ProQuest
Farris Khan, Analytics Lead, ProQuest & BobbleheadGuru blogger


                                                                               1
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Our topic – UXD v. Digital Analytics

  Where do our specialties overlap?
  How are we different?
  Why should we collaborate?

  Got a question or comment?
  Tweet: @BobbleheadGuru or @crfarnum
  Hashtags: #WIAD #Measure

                                                                                    2
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


The ProQuest Search Platform
• Customers:
  college, university, corporate,
  and government libraries
  worldwide
• Subscription databases of
  articles in
  journals, newspapers, magazin
  es, trade pubs, books…
• Academic migration complete

 Summary – the bootstrap
 days are done, and now we
 are extending and refining.
                                                                                      3
UXD v. Analytics   Twitter: @BobbleHeadGuru    @crfarnum     #WIAD     #Measure


The UXD Role At ProQuest
 • We do projects to                                                           Core UXD
   translate business                                          Design          Processes
   requirements into user
   experiences
                                         Prioritized                               Develop/Test
 • Agile methodology                   requirements




 • 12 team members                    Planning


                                                           Iteration release        Product
 • Work closely with                                                                release

   product
   management, technical
   teams, and QA


                                                                                                  4
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


The UXD Approach, In General…

 •   Qualitative User Research
 •   Focused on “Why did you do that?”
 •   Design decisions
 •   Deep and narrow perspective on users
 •   Deliverables and tools
     –   Wireframes and prototypes
     –   User stories (aka specifications)
     –   User testing reports
     –   Personas
     –   Heuristics
     –   Design patterns


                                                                                       5
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


A New Development For UXD

   UXD was recently placed within the
   same team as our digital analytics
   lead, Farris.

   The big question…
   Who is this guy and what’s this
   report he’s publishing about the
   platform we designed?

                                                                                  6
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Overlapping Territories? Competition?

 • UXD and DA both claim expertise about users
 • Quantitative v. Qualitative?
 • Influence over strategic direction?




                                                                                   7
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure



What is Digital Analytics?




                                                                                    8
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Ecosystem of Analytics
                                                                    Object of Analysis:
                                                                    Document, Library, Sy
                                                                    stem

                                                                    Metrics:
                                                                    What?
                                                Usage




Object of Analysis:                                                               Object of Analysis:
Visitor                      Attitudinal/                    Behavioral/          Visitor

Metrics:                       Persona                      Observational         Metrics:
Who? Why?                                                                         Where? When?




                             Unit of Analysis = Day, Week, Month
                                                                                                        9
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Heatmap




                                                                                  10
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Trend-line = Uncooked Spaghetti




                                                                                   11
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Turning Reporting into Insights




                                                                                   12
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


The DA Approach, In General…

 •   Quantitative data collection and analysis
 •   Focused on “What did most users do?”
 •   Reporting trends
 •   Broad and shallow perspective on users
 •   Deliverables and tools
     –   Internal data warehouse
     –   Behavioral analytics (WebTrends)
     –   Attitudinal analytics (ForeSee)
     –   System response testing (Gomez)
     –   Weekly and monthly reports


                                                                                       13
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Farris and Chris work in back-to-back cubes and
this leads to interesting conversations…




          *Identities to be revealed upon proposal acceptance. ;-)


                                                                                 14
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #1 – Interpreting Report Data

       One day Farris asked,


  “Why do some of our segments have
  significantly higher satisfaction scores than
  others?”




                                                                                    15
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD    #Measure


Conversation #1 - Why Is Satisfaction Higher
For Some Segment v. Others?




                                                          NOTE: Data has been altered


                                                                                        16
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #1 – Interpreting Report Data
UXD: Personas and Segmentation




                                                                                    17
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #1 – Summary

         DA finds patterns and trends.


         UXD can offer context.




                                                                                   18
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #2 – Narrowing Options

      One day Chris said,


 “There’s a customer service request to improve
 the ease of narrowing results. Is there any user
 data that can give me the background I need to
 design some new approaches?”




                                                                                   19
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #2 – Narrowing Options
UXD: Many existing options. Do we need more, less,…?




                                                                                    20
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #2 – Satisfaction Summary




                                                                                   21
UXD v. Analytics           Twitter: @BobbleHeadGuru                       @crfarnum     #WIAD        #Measure


Conversation #2 - Model Question Summary
Higher Scores 



                                                                                                                                          Legend:
                                                              Accuracy of Information (1.2, 8.1)
                                                                                                                                          (Impact, Score)
                                                               Quality of Information (1.2, 8.1)

                                                                    Breath of Content (1.2, 8.0)

                        How Quickly Pages Load (0.5, 7.9)

                  Consistency of Speed Page to Page (0.5, 7.9)

                  Ability to Load Pages without Errors (0.5, 7.9)

                        Readability of Graphics (0.5, 7.9)
                                                                    How Well Site Is Organized (1.7, 7.5)
                  Balance of Graphics and Text (0.5, 7.3)
                                                                                                                                                   Area of Focus
                                                         How Well Site Layout Helps Find (1.7, 7.2)                                Relevance of Search Results (2.8, 7.2)

                                                                                                                                 Organization of Search Results (2.8, 7.2)

                                                                                                                        How Well Search Results Help Selection (2.8, 7.2)
                                                              Options for Navigation (1.7, 7.1)

                                                                                                                 How Well Search Options Help Narrow Results (2.8, 7.0)
                    Visual Appeal (0.5, 6.9)                        Number of Clicks (1.7, 6.9)



                                                                                                                                           Higher Impact 
                                                                                                                                                                             22
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure

Conversation #2 - Open Ended Comments
With Respondent Level Data

   Narrow down their searches to
   more specifics

   Provide Tips for narrowing
   Search

   Provide more user friendly
   narrowing devices

   Be able to narrow search results
   to only find articles with full text




                                                                                       23
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #2 – Summary

         UXD needs background info before design.



         DA offers quantitative  qualitative data.




                                                                                   24
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #3 – Interpreting Emerging Trends

       One day Farris said,


  “I was preparing my monthly report and
  noticed something new. Page views per visit
  dropped, but other statistics remained
  constant. What does this mean?”




                                                                                    25
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #3 – Weekly Heatmap




                                                                                   26
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #3 – Interpreting Emerging Trends
UXD: Updates to site navigation, database selection




                                                                                    27
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Conversation #3 – Summary

         DA spots changes efficiently.




         UXD can offer hypothesis for why.




                                                                                   28
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


UXD v. Analytics - Differences




        Digital Analytics                     User Experience Design
        Quantitative                          Qualitative
        “What did most users do?”              “Why did you do that?”
        Reporting trends                      Design decisions
        Broad & shallow view                  Deep & narrow view
        Big data analysis                     Live user research



                                                                                    29
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


UXD & Analytics - Common Goals



    Digital Analytics                         User Experience Design


                  Deep interest in user behavior
                Want to increase user satisfaction
               Desire to influence strategic decisions

                          By leveraging each other….

                                    Does 1 + 1 = 3?
                                                                                    30
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Working Better Together
 • Give UXD access to analytics tools
 • Project collaboration
 • Refine survey questions and KPIs
 • Design informed by data insights
 • Deeper analysis based on a richer understanding of user
   personas and motivation
 • Smarter user research – finding respondents, asking better
   questions.




                                                                                     31
UXD v. Analytics   Twitter: @BobbleHeadGuru   @crfarnum   #WIAD   #Measure


Questions and Comments

                   Farris Khan
                   Farris.Khan@ProQuest.com
                   @Bobbleheadguru

                   Chris Farnum
                   Chris.Farnum@ProQuest.com
                   @crfarnum


Slideshare
  http://www.slideshare.net/ChrisFarnum/farnum-khan-WIAD2013


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UXD v. Analytics - WIAD13 Ann Arbor

  • 1. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure UXD v. Analytics What have YOU got for me? No, what have you got for ME? World Information Architecture Day 2013 Ann Arbor, MI Chris Farnum, Senior User Experience Designer, ProQuest Farris Khan, Analytics Lead, ProQuest & BobbleheadGuru blogger 1
  • 2. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Our topic – UXD v. Digital Analytics Where do our specialties overlap? How are we different? Why should we collaborate? Got a question or comment? Tweet: @BobbleheadGuru or @crfarnum Hashtags: #WIAD #Measure 2
  • 3. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure The ProQuest Search Platform • Customers: college, university, corporate, and government libraries worldwide • Subscription databases of articles in journals, newspapers, magazin es, trade pubs, books… • Academic migration complete Summary – the bootstrap days are done, and now we are extending and refining. 3
  • 4. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure The UXD Role At ProQuest • We do projects to Core UXD translate business Design Processes requirements into user experiences Prioritized Develop/Test • Agile methodology requirements • 12 team members Planning Iteration release Product • Work closely with release product management, technical teams, and QA 4
  • 5. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure The UXD Approach, In General… • Qualitative User Research • Focused on “Why did you do that?” • Design decisions • Deep and narrow perspective on users • Deliverables and tools – Wireframes and prototypes – User stories (aka specifications) – User testing reports – Personas – Heuristics – Design patterns 5
  • 6. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure A New Development For UXD UXD was recently placed within the same team as our digital analytics lead, Farris. The big question… Who is this guy and what’s this report he’s publishing about the platform we designed? 6
  • 7. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Overlapping Territories? Competition? • UXD and DA both claim expertise about users • Quantitative v. Qualitative? • Influence over strategic direction? 7
  • 8. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure What is Digital Analytics? 8
  • 9. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Ecosystem of Analytics Object of Analysis: Document, Library, Sy stem Metrics: What? Usage Object of Analysis: Object of Analysis: Visitor Attitudinal/ Behavioral/ Visitor Metrics: Persona Observational Metrics: Who? Why? Where? When? Unit of Analysis = Day, Week, Month 9
  • 10. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Heatmap 10
  • 11. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Trend-line = Uncooked Spaghetti 11
  • 12. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Turning Reporting into Insights 12
  • 13. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure The DA Approach, In General… • Quantitative data collection and analysis • Focused on “What did most users do?” • Reporting trends • Broad and shallow perspective on users • Deliverables and tools – Internal data warehouse – Behavioral analytics (WebTrends) – Attitudinal analytics (ForeSee) – System response testing (Gomez) – Weekly and monthly reports 13
  • 14. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Farris and Chris work in back-to-back cubes and this leads to interesting conversations… *Identities to be revealed upon proposal acceptance. ;-) 14
  • 15. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #1 – Interpreting Report Data One day Farris asked, “Why do some of our segments have significantly higher satisfaction scores than others?” 15
  • 16. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #1 - Why Is Satisfaction Higher For Some Segment v. Others? NOTE: Data has been altered 16
  • 17. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #1 – Interpreting Report Data UXD: Personas and Segmentation 17
  • 18. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #1 – Summary DA finds patterns and trends. UXD can offer context. 18
  • 19. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #2 – Narrowing Options One day Chris said, “There’s a customer service request to improve the ease of narrowing results. Is there any user data that can give me the background I need to design some new approaches?” 19
  • 20. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #2 – Narrowing Options UXD: Many existing options. Do we need more, less,…? 20
  • 21. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #2 – Satisfaction Summary 21
  • 22. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #2 - Model Question Summary Higher Scores  Legend: Accuracy of Information (1.2, 8.1) (Impact, Score) Quality of Information (1.2, 8.1) Breath of Content (1.2, 8.0) How Quickly Pages Load (0.5, 7.9) Consistency of Speed Page to Page (0.5, 7.9) Ability to Load Pages without Errors (0.5, 7.9) Readability of Graphics (0.5, 7.9) How Well Site Is Organized (1.7, 7.5) Balance of Graphics and Text (0.5, 7.3) Area of Focus How Well Site Layout Helps Find (1.7, 7.2) Relevance of Search Results (2.8, 7.2) Organization of Search Results (2.8, 7.2) How Well Search Results Help Selection (2.8, 7.2) Options for Navigation (1.7, 7.1) How Well Search Options Help Narrow Results (2.8, 7.0) Visual Appeal (0.5, 6.9) Number of Clicks (1.7, 6.9) Higher Impact  22
  • 23. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #2 - Open Ended Comments With Respondent Level Data Narrow down their searches to more specifics Provide Tips for narrowing Search Provide more user friendly narrowing devices Be able to narrow search results to only find articles with full text 23
  • 24. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #2 – Summary UXD needs background info before design. DA offers quantitative  qualitative data. 24
  • 25. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #3 – Interpreting Emerging Trends One day Farris said, “I was preparing my monthly report and noticed something new. Page views per visit dropped, but other statistics remained constant. What does this mean?” 25
  • 26. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #3 – Weekly Heatmap 26
  • 27. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #3 – Interpreting Emerging Trends UXD: Updates to site navigation, database selection 27
  • 28. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Conversation #3 – Summary DA spots changes efficiently. UXD can offer hypothesis for why. 28
  • 29. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure UXD v. Analytics - Differences Digital Analytics User Experience Design Quantitative Qualitative “What did most users do?” “Why did you do that?” Reporting trends Design decisions Broad & shallow view Deep & narrow view Big data analysis Live user research 29
  • 30. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure UXD & Analytics - Common Goals Digital Analytics User Experience Design Deep interest in user behavior Want to increase user satisfaction Desire to influence strategic decisions By leveraging each other…. Does 1 + 1 = 3? 30
  • 31. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Working Better Together • Give UXD access to analytics tools • Project collaboration • Refine survey questions and KPIs • Design informed by data insights • Deeper analysis based on a richer understanding of user personas and motivation • Smarter user research – finding respondents, asking better questions. 31
  • 32. UXD v. Analytics Twitter: @BobbleHeadGuru @crfarnum #WIAD #Measure Questions and Comments Farris Khan Farris.Khan@ProQuest.com @Bobbleheadguru Chris Farnum Chris.Farnum@ProQuest.com @crfarnum Slideshare http://www.slideshare.net/ChrisFarnum/farnum-khan-WIAD2013 32