A primer on User Experience Strategy with call to action and execution plan.

2. The Evolution of Digital Technology 1 – The Second Coming… The .com Bubble The Web is Born Networking Mainframes Rule

7. 4. Social Computing 1 – 1995 1997 Today…

8. 5. User Generated Content 1 – Millions of Content Creators (Consumer) Thousands of Publishers Web-based Content

10. What are the Implications? 1 –

11. 1. Changing User Needs… 1 – http://innovationfeeder.wordpress.com/2008/02/01/what-people-are-doing-online/

12. 2. Business Needs to Catch Up 1 – Digital Technology Users Business Digital Technology Users Business Strategy Strategy

13. 3. Digital Empowerment of Users 1 – Users Business

14. 4. Adapt or Die… 1 –

15. Strategic Initiatives and Digital Technology 1 – SI SI SI SI Company Strategy

16. Strategic Initiatives and Digital Technology 1 – SI SI SI SI SI SI SI SI Company Strategy

17. Components of a Digital Strategy? 1 – C A B Competitive Landscape Business Strategy & Vision Data Applications Technology IT Infrastructure

18. Components of a Digital Strategy 1 – C A B Competitive Landscape Business Strategy & Vision Target Audience Data Applications Technology IT Infrastructure

19. Creating a Digital Strategy 1 – Where do you want to be? How do you get there? Where are you now?

20. Where do you want to be? 1 – Where do you want to be? How do you get there? Where are you now?

21. Stakeholder Visioning 1 – Concrete and operational… Priorities of Individual Stakeholders Siloed and disconnected… Unified and Executable Vision Greater agility Better access to company knowledge Competitive advantage Faster time to market Lower costs Higher employee satisfaction Stakeholder visioning

22. Stakeholder Visioning 1 – Priorities of Individual Stakeholders Unified and Executable Vision Stakeholder visioning

23. Where are you now? 1 – How do you get there? Where are you now? Where do you want to be?

24. Understanding the User 1 – Age: 54 Gender: Male Role: Manager … Who? Where? What? Mental Model User Persona

26. Understanding the Current Assets 1 – Cross-channel dashboard

27. Understanding the Competition 1 –

28. How do you get there? 1 – How do you get there? Where are you now? Where do you want to be?

29. Operationalizing the Digital Strategy 1 – Institutionalization Re-vision Innovation Standardization ~ ~ ~ Integration ~ ~ ~ Ideation ~ ~ ~ How do you get there? Where are you now? Where do you want to be?

30. HFI Digital UX Strategy Framework 1 –

31. 2. Institutionalized Usability The Foundation

33. Strategy 2 – UI Standards Corporate Memory Continuous Usability Become the industry leader by leveraging the best aspects of AdvisorCentral and CashEdge, and integrating them into an elegant, user-centric interface. Deliverables Activities

34. Assessment 2 – UI Standards Corporate Memory Continuous Usability Where do I start? Complexity supporting simple tasks Deliverables Activities

36. Design – Structural 2 – UI Standards Corporate Memory Continuous Usability Deliverables Activities

37. Design – Visual 2 – UI Standards Corporate Memory Continuous Usability Option A Option B Deliverables Activities

38. Validation – Changes in User Perceptions… 2 – UI Standards Corporate Memory Continuous Usability “ [I am] not aware of [all of] the features of Advisor Central.” “ Getting statements from Advisor Central: There’s too many clicks and too many steps.” “ Very frustrating! Cant see what I need to see” “ Can you tell them to be more like DST Vision?” “ DST vision is more “user friendly” and easier” "You've done a lot of work on this. It's a far cry from what we have now in Advisor Central" "This fits what I want" "You've now exceeded DST Vision" "This is way better [than DST]… and I thought I had to live with DST Vision… DST Vision is not user-friendly” "Wow, this is cool." "It's definitely better than it was" Deliverables Activities

39. Validation – Final Design 2 – UI Standards Corporate Memory Continuous Usability

40. Institutionalization – UI Standards 2 – UI Standards Corporate Memory Continuous Usability

41. Institutionalization – Corporate Memory 2 – UI Standards Corporate Memory Continuous Usability

42. Institutionalization – Continuous Usability 2 – UI Standards Corporate Memory Continuous Usability

43. 3. Re-vision Looking Forward in Known Markets

46. Articulating a Vision 3 – Intranet Extranet Public site Today Tomorrow

47. eChannel Vision 3 – Customize Identify Secure Personalize Public Private Single Sign-On Controlled access Internal firewall Email registration for messaging and alerts Regulators, media, recruits, OCAs, GPAs, SGM, corporate intranets Authenticated, internal user Anonymous, external user Identified, external user View View Rate Blog Discuss Tag Blog Upload Rate Collaborate Apps Tag Discuss Wiki View Invite Filter Profile Blog Upload Rate Collaborate Apps Tag Discuss Wiki View Publish

48. Stakeholder Visioning is the Starting Point 3 – Unified and Executable Vision Known Markets New Markets

49. Known Market 3 – Unified and Executable Vision Known Market

51. Developing and Validating ‘Next Gen’ Concepts 3 –

52. Validated ‘Next-Gen’ Concepts 3 –

53. Infrastructure Enablers 3 – Customize Identify Secure Personalize Public Private Single Sign-On Controlled access Internal firewall Email registration for messaging and alerts Authenticated, internal user Anonymous, external user Identified, external user Firm Directory User Directory Publishing Tool Content Repository Regulators, media, recruits, OCAs, GPAs, SGM, corporate intranets View View Rate Blog Discuss Tag Blog Upload Rate Collaborate Apps Tag Discuss Wiki View Profile Blog Upload Rate Collaborate Apps Tag Discuss Wiki View Publish Metrics Competitive Intelligence IT Performance Emerging and Best Practices Risk Management (brand protection, social networking monitoring) Standards and Policies Filter Invite How do you get there?

54. Board Level Influence 3 – Commitment  Improvement  Alignment Board Level Influence

55. 4. Innovation Attacking New Markets

56. Stakeholder Visioning is the Starting Point 4 – Unified and Executable Vision Known Markets New Markets

57. New Market 4 – New Market Find your space Know your users Create revolutionary concepts

63. Findings: Computers at Home 4 – Computers mainly used to play games at home

64. Findings: School Bag 4 – School Bag is usually heavy The time table changes often, students have to carry most of the books

65. Student: Shubham Bhedasgaonkar (SEC - B) 4 –

67. Ideation: Rememo – Memorize and Remember Content 4 – 1 Xxio xooxi xioi xox ixi xiox iox ox xi. 2 xi coy oixo ioxi xiox ioi oi xiio iioxi. 3 xixo io oi xoi xi. Slider to conceal text. The logic is to control cues for retention. Low High Grammar Keywords Sentences Trying to remember the sentence and paragraphs by remembering keywords Understanding nouns, pronouns and verbs in the sentence. Remembering number of lines in a paragraph. Sentences are numbered and keywords identified Hide everything but the keywords Hide a sentence or a paragraph Content Input devices Seeing and hearing text aids retention Xxio xooxi xioi xoxixi xiox ioxox xi xixoi oixoioxi oxix ioi oi xio io xxoxox oiioxi xixo ioixoixoi xi Xxixo xiioxoo xi Objective A Learning aid that helps student memorize difficult words, long answers, and important dates. Scenario Shubham used to dislike History because he had to remember long answers and many dates. With his new Rememo, Shubham is now fascinated with History. He absolutely loves the stories of days long gone. He first uploads the text into his Rememo, and highlights the important points and keywords. He then memorizes the text by reading it. Next he sets a difficulty level using the virtual slider, and this automatically masks the important points and shows him the important keywords. He then tries to recall what he has learnt, which aids him in memorizing the answers. USB 2.0

68. Ideation: Memory Pen – Capture and Share Notes 4 – Photosynthesis is the process by whic h plants, some bacteria, and some protistans use the energy from sunlight to produce sugar, which cellular… Photosynthesis is the process by which plants, some bacteria, Memory Nodes Pen Memory Cap Objective A notes capturing device, that allows students to digitize their handwritten notes, share them and also create backups. Scenario Shubham used to photocopy all his notes since he was afraid that they would be stolen or lost just before an exam. With his Memory Pen, he now simply takes notes in class and syncs it with his computer to create a backup. In case he is absent, he simply borrows his friends Memory Pen for a few minutes and makes his notes up-to-date. Photosynthesis is the process by which plants, some bacteria, and some protistans some bacteria, and protistans

70. Refine, Model, and Go To Market 4 – More research to assess perceived value and price point

71. Round 2: Attacking New Markets 4 –

72. 5. From Strategy Into Execution

74. What are the Implications? 5 –

75. Strategic Initiatives and Digital Technology 5 – SI SI SI SI Company Strategy

76. Strategic Initiatives and Digital Technology 5 – SI SI SI SI SI SI SI SI Company Strategy

77. Operationalizing the Digital Strategy 5 – Institutionalization Re-vision Innovation Standardization ~ ~ ~ Integration ~ ~ ~ Ideation ~ ~ ~ How do you get there? Where are you now? Where do you want to be?

78. HFI Digital UX Strategy Framework 5 –

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