An overview of how to deal with the problem of multiple technologies representing a single brand, updated for the 2016 Nonprofit Technology Conference. With Lara Koch of The HSUS and Melissa Barber of North Peak Solutions
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If I Only Had a Frame(work): 2016 NTC
1. If I Only Had a Frame(work): Crafting
Experiences Across 3rd-Party Systems
2016 Nonprofit Technology Conference: San Jose
March 24, 2016
#16NTCcohesiveUX
Collaboration Notes: http://po.st/cohesiveUX-16NTC
2. Lara Koch
SENIOR MANAGER, WEB STRATEGY, THE HUMANE SOCIETY OF THE UNITED STATES
@larakoch
IF I ONLY HAD A FRAME(WORK)
Melissa Barber
PROJECT MANAGER, NORTH PEAK SOLUTIONS
@melissa_barber
Brett Meyer
CHIEF STRATEGY OFFICER, THINKSHOUT
@brett_meyer
#16NTCCOHESIVEUX
3. IF I ONLY HAD A FRAME(WORK)
The Problem
#16NTCCOHESIVEUX
4. The top reasons customers leave a brand are poor
quality and rude customer service..
5. 68% of customers leave because they are upset
with the treatment they've received.
– U S C H A M B E R O F C O M M E R C E
6. A dissatisfied customer will tell between 9-15
people about their experience.
– W H I T E H O U S E O F F I C E O F C O N S U M E R A F F A I R S
7. 39% of respondents said they avoid vendors for two
or more years after a bad experience.
– Z E N D E S K S U R V E Y O F 1 0 0 0 C U S T O M E R S
8. IF I ONLY HAD A FRAME(WORK)
One Bad Experience
#16NTCCOHESIVEUX
9. IF I ONLY HAD A FRAME(WORK)
One Bad Experience
#16NTCCOHESIVEUX
10. IF I ONLY HAD A FRAME(WORK)
What’s This Got to Do With Me?
#16NTCCOHESIVEUX
16. HSUS
None whatsoever! Everything works beautifully and
we mostly spend our days rubbing dog bellies and
taking long, luxurious lunches.
#16NTCCOHESIVEUX
41. IF I ONLY HAD A FRAME(WORK)
Technical Solutions
#16NTCCOHESIVEUX
42. IF I ONLY HAD A FRAME(WORK)
International Center for
Research on Women
• ICRW annual budget around $10M
• 100 staff members
• Primarily funded by grants
• Current team using Salesforce is team of 2 people
• Annual operating budget of $325K
Presenter: Brett
In the world of physical sales, the top reasons customers leave a brand are poor quality and rude customer service.
Source: http://www.superoffice.com/blog/customer-complaints-good-for-business/
Presenter: Brett
From a ZenDesk survey:
– 39% of respondents said they avoid vendors for two or more years after a bad experience.
– More than 40% recommended others not buy products or services after having a bad customer service experience.
I guess the lesson there is that I hold grudges a lot longer than most people.
https://www.linkedin.com/pulse/20140928001923-8938492-2-years-is-how-long-a-customer-will-avoid-your-brand-after-a-bad-experience
Presenter: Brett
One bad experience can negate dozens of good experiences — because we expect things to turn out the way we want them to.
Photo Credit: https://www.flickr.com/photos/keoni101/5530280949/
Presenter: Brett
One bad experience can negate dozens of good experiences — because we expect things to turn out the way we want them to.
Photo Credit: https://www.flickr.com/photos/keoni101/5530280949/
Presenter: Brett
How does this relate to the nonprofit space? We sell altruism, compassion, and good deeds.
Essentially, people expect things to work. Every point of contact we have with our constituents is a chance to lose them forever — and nonprofits typically don’t have the luxury of using a single system. Your points of contact are spread across your website, your CRM, your email platform, your multitude of social media platforms, your print outreach, your events, and on and on…
We have to take into account the wider space a brand occupies.
We can’t just limited ourselves to thinking about how people are going to interact with a single system. We owe it to the people we’re doing the work for to think about the broader context — and to help them do the same.
Photo Credit: https://www.flickr.com/photos/pagedooley/14555354976/
Presenter: Brett
Well, the snarky response is: why don’t you just do that in Drupal? Drupal can handle all of those things. We’ve got Commerce, Blogs, email — everything a reasonable company could want. But we’re not always talking about being reasonable. In our space, we have the particular issue of nonprofits running on Convio or Blackbaud. They’re not going to give those up just because we tell them we can build them a better experience.
Often, in our work, we have to accept the realities our clients or organizations are working in and figure out how to solve the problems in front of us without being able to use what we think is the best solution.
So, to do that, we need to get a sense of what systems are at play.
And Lara’s going to talk to you about how that works at the HSUS.
Presenter: Lara
Presenter: Lara
We have multiple systems just to meet people where they are, and also because our technical limitations have required creative solutions and alternative methods to produce modern, effective, actionable content and opportunities for our audiences.
Photo Credit: https://www.flickr.com/photos/scyrene/8269721699
Presenter: Lara
Databases: Convio, TeamApproach, Raisers Edge replaced by Stratus Live, Engaging Networks, Saturn
Convio (CMS, Donations, Advocacy, Surveys, Events, Email, Pagebuilder)
Moovweb (mobilization of site for iOS and Android)
Mobile Commons (SMS; also technically another database)
Social media (Facebook, Twitter, Instagram, YouTube, Pinterest, LinkedIn, Tumblr, Google+...)
Blog (Wordpress)
Other affiliate and single-service sites (whoattackshsus.org, changeforanimals.humanesociety.org…)
RegOnline
...and more!
Photo Credit: https://www.flickr.com/photos/oneilsh/14601920735
Presenter: Lara
Not built for our modern needs. Without even considering third party systems, how about modules inside ONE PLATFORM who were not built to effectively communicate with one another (Convio CMS and COM!)
Brief dip into our mobile stats, why mobile is important, and the workarounds we’ve had to put in place to get mobile to work for us.
Photo Credit: https://www.flickr.com/photos/7687126@N06/7585336412
Presenter: Lara
Not built for our modern needs. Without even considering third party systems, how about modules inside ONE PLATFORM who were not built to effectively communicate with one another (Convio CMS and COM!)
Brief dip into our mobile stats, why mobile is important, and the workarounds we’ve had to put in place to get mobile to work for us.
Photo Credit: https://www.flickr.com/photos/7687126@N06/7585336412
Presenter: Lara
Endless navel-gazing. (“See how you can help The HSUS”)
When I came in there was no real tracking or use of data, most distressingly on how our various platforms were converting people!
Photo Credit: https://www.flickr.com/photos/rh2ox/9990016123
Presenter: Lara
Other than vacillate between weeping and complaining.
Photo Credit: https://www.flickr.com/photos/25340190@N05/2853167288/
Presenter: Lara
Sacrifices: We know it isn’t going to be perfect. It can’t be. But we control what we can, because there is so much about our work we can’t control. And we’re finally figuring that out, and using these other items to help manage the manageable, and prepare for the inevitable chaos.
Photo Credit: https://www.flickr.com/photos/lucianozanardo/5262315751/
Presenter: Lara
is essential, and a battle we (mysteriously) fight every single day.
Use Ark Rescue and/or Sea World as examples to show cohesive branding, messaging, data collection, and user experience across our platforms?
Photo Credit: https://www.flickr.com/photos/derekgavey/5990712328
Presenter: Lara
is essential, and a battle we (mysteriously) fight every single day.
Use Ark Rescue and/or Sea World as examples to show cohesive branding, messaging, data collection, and user experience across our platforms?
Photo Credit: https://www.flickr.com/photos/derekgavey/5990712328
Presenter: Lara
is essential, and a battle we (mysteriously) fight every single day.
Use Ark Rescue and/or Sea World as examples to show cohesive branding, messaging, data collection, and user experience across our platforms?
Photo Credit: https://www.flickr.com/photos/derekgavey/5990712328
Presenter: Lara
is essential, and a battle we (mysteriously) fight every single day.
Use Ark Rescue and/or Sea World as examples to show cohesive branding, messaging, data collection, and user experience across our platforms?
Photo Credit: https://www.flickr.com/photos/derekgavey/5990712328
Presenter: Lara
is essential, and a battle we (mysteriously) fight every single day.
Use Ark Rescue and/or Sea World as examples to show cohesive branding, messaging, data collection, and user experience across our platforms?
Photo Credit: https://www.flickr.com/photos/derekgavey/5990712328
Presenter: Lara
is essential, and a battle we (mysteriously) fight every single day.
Use Ark Rescue and/or Sea World as examples to show cohesive branding, messaging, data collection, and user experience across our platforms?
Photo Credit: https://www.flickr.com/photos/derekgavey/5990712328
Presenter: Lara
We hack everything to bits to make it talk to one another.
With an outdated infrastructure and multiple systems, we have to rely on data to know where to spend our resources and what truly performs. So getting every platform we use to provide data we need on performance is a huge goal
Sourcing. In 2011, when I arrived, no one sourced anything. Now, we have a sourcing convention, and have built programs that allow us to get our systems and platforms to talk to one another.
We’ve been able to automate some of it, but much of it still relies on manual insertion and inclusion of sources at the end of links. (Which happens perfectly every time with no errors so no worries there.)
Photo Credit: https://www.flickr.com/photos/jdhancock/8031897271
Presenter: Lara
USING, ANALYZING, TRUSTING, AND MAKING DECISIONS BASED ON THAT DATA.
We’ve become quite data-driven inside the digital marketing team after years of work, but what happens when data is ignored by executives?
The A. Ugh.
Photo Credit: https://www.flickr.com/photos/mompl/5289524029/
Presenter: Lara
That will allow us to concentrate more on strategy and innovation to meet our goals using modern code -- not popsicle sticks and duct tape.
Photo Credit: https://www.flickr.com/photos/jurvetson/6219463656/
Presenter: Lara
for us to pour the data into and get a complete picture of our constituents and their behavior.
Photo Credit: https://www.flickr.com/photos/brickreplicas/6533018463/
Presenter: Melissa
Luckily we have technology on our side.
Photo Credit: https://www.flickr.com/photos/deanj/2398424227/
Presenter: Melissa
Small group within large organization
Runs individual donor relations and fundraising events. This team manages:
Individual donations, on and offline
Event registrations
Event fees
Broadcast email communications
Photo credit: http://www.icrw.org/
Presenter: Melissa
All these move information over to Salesforce
Presenter: Melissa
Behind the curtains
Because you control the data processing, you have total control over how it’s presented to the end user. They’ll hopefully not even know that other systems were involved in completing their transaction, from signing up for an email list to donating to signing up for an event.
Photo Credit: https://www.flickr.com/photos/cybaea/54679441/
Presenter: Melissa
Journey of signing up for an email
Photo credit: http://www.icrw.org/
Presenter: Melissa
Journey of signing up for an email
Photo credit: http://www.icrw.org/
Presenter: Melissa
Journey of signing up for an email
Photo credit: http://www.icrw.org/
Presenter: Melissa
Backend: MailChimp syncs through 3rd party app called Cazoomi
Presenter: Melissa
Backend: MailChimp syncs through 3rd party app called Cazoomi
Presenter: Melissa
Backend: MailChimp syncs through 3rd party app called Cazoomi
Presenter: Melissa
Backend: My contact is now a member of different contact interest lists
Potential next step: set up a welcome series drip campaign
Presenter: Lev
Javascript widget, iframe, or direct forms
Examples:
Donation forms: PayPay, Stripe (Charity Water - screen shot)
Job applications: Tales
Photo Credit: https://www.flickr.com/photos/j_benson/9913779966/
Presenter: Melissa
ICRW’s email sign up form embedded in their Drupal site
Photo credit: http://www.icrw.org/
Presenter: Lev
Charity Water
Embedded Stripe form
Presenter: Lev
Charity Water
Embedded Stripe form
Presenter: Melissa
No surprises
Users should understand what’s happening
Example: National Park Service
Photo Credit: https://www.flickr.com/photos/travelwayoflife/7465843862/
Presenter: Melissa
Branding is consistent. Form doesn’t look like a PayPal form
Presenter: Melissa
Presenter: Melissa
Using a different tool for “sharing stories”
Presenter: Melissa
The user gets a clear explanation of what’s about to happen
“We’re no longer responsible for your experience.”
Presenter: Brett
Presenter: Brett
We start by gathering requirements
AKA, “The hunt for people's secret spreadsheets.”
All discovery exercises should involve sticky notes
Photo Credit: Josh Riggs
Presenter: Brett
Ask everyone to write down five places that important data is kept in the organization on different sticky notes.
Gather them on a wall, grouping repeated items (Raiser's Edge) and similar items (Spreadsheets, someone's email account).
Cajole, joke, poke, hint, remind, and otherwise encourage additions.
Say the words "spreadsheet", "Excel", "Email Inbox", "Old System", "Desktop", etc, to make sure that people consider these things. When someone says, "Jane's brain" you are on the right track.
After this, you should have a central area of the wall showing 5-10 data storage locations (or location types) in little bubbles of grouped sticky notes.
Photo Credit: https://www.flickr.com/photos/jdhancock/3737950123
Presenter: Brett
Where does data come from?
Five types of data you want to track.
This can be harder for people to focus on, so filter the answers. "Emails" is not valid data: ask the person what information the email would be conveying that they might need to track. "Donations" is a better answer, as is "Re-tweets", "Contact information", "Event Attendance", "Personal connections", etc. "Interactions with your organization" is a good phrase to key in to many of these.
Form these Data/Interaction types into bubbles around the outside of your Data Repositories.
Photo Credit: https://www.flickr.com/photos/sampitech/1346409923/
Presenter: Brett
How does data move from sources to stores?
This is the place where you really learn how the organization operates.
Color coded sticky notes labels and arrows to indicate how data moves from sources to repositories.
Coding will indicate if the data flow is automatic, constituent driven, or manual
"Email" is a valid answer here. So is "Webform", "Manual Import", "Manual entry", "Phone Call", "Interns", "Hope", etc.
Photo Credit: https://www.flickr.com/photos/enerva/8526301073
Presenter: Brett
How do you move data from one point to another?
Photo Credit: https://www.flickr.com/photos/enerva/8526301073
Presenter: Brett
How do you move data from one point to another?
Photo Credit: https://www.flickr.com/photos/enerva/8526301073
Presenter: Brett
Now we know all the component parts.
Where the data comes from
Where it’s kept
How it moves around
Photo Credit: https://www.flickr.com/photos/builtbydave/4584358158
Presenter: Brett
How do all these random parts fit together to make a steam punk airship?
Photo Credit: https://www.flickr.com/photos/pmiaki/5152260360
Presenter: Brett
Once you understand what the technical requirements and limitations are, you need to address the human elements at play. And that might be the trickier part.
Presenter: Brett
You have to start by helping your clients or organizations understand that making the user experience as smooth as possible across systems is going to require some compromise.
Photo Credit: https://www.flickr.com/photos/adactio/8836457/
Presenter: Brett
Remember when I said LiveStrong was doing a pretty good job? They’ve done it by making sensible compromises.
Presenter: Brett
Remember when I said LiveStrong was doing a pretty good job? They’ve done it by making sensible compromises.
Presenter: Brett
The information architecture on their main site features dropdown menus. Say what you will about that as a UX element, it’s what they decided to do.
Presenter: Brett
For the blog, they have the same top level navigation — but they’ve done away with the drop down. It changes the user experience, but lessens the amount of maintenance they need to do. If those items fell out of sync, it may be a worse UX than simply limiting the options they have at this point.
Presenter: Brett
For the blog, they have the same top level navigation — but they’ve done away with the drop down. It changes the user experience, but lessens the amount of maintenance they need to do. If those items fell out of sync, it may be a worse UX than simply limiting the options they have at this point.
Presenter: Brett
For the store, the navigation has changed entirely. This makes sense. Why give the user the same experience on the store site as on the main site, when the focus is on helping them buy products at this point? The important part is to retain the sense of brand, and the feeling that the properties are connected.
Presenter: Brett
The donation page is even more stripped down. Again, once they’ve gotten a user into the donation channel, they don’t want to provide easy ways to do something else. Keep the experience clean, then return them to the main site after the action has been completed.
By focusing on the capabilities and use cases of their various properties, Livestrong has compromised on some elements of the user experience to focus on what’s important given the use case. A more cynical person might draw a comparison to how Lance won the Tour, but let’s move past that, shall we.
Presenter: Brett
So again, we can’t emphasize this enough: you need to understand all of the systems at play to be able to make the right choices for the user experience. You can only design for what you understand.
Photo Credit: https://www.flickr.com/photos/chrishunkeler/14429533560/
Presenter: Brett
And design will play a huge role in that. While Lev and I have both played the designer before, it’s not really our strong suit, so these are going to be high-level recommendations.
Photo Credit: https://www.flickr.com/photos/julienbelli/14487075742/
Presenter: Brett
And design will play a huge role in that. While Lev and I have both played the designer before, it’s not really our strong suit, so these are going to be high-level recommendations.
But there are some things you can do to create a more cohesive brand experience.
Photo Credit: https://www.flickr.com/photos/julienbelli/14487075742/
Presenter: Brett
So maybe, instead of doing full page designs for each of the systems you’re building, design the components that can be put in place across all of them. Again, you want to help the site administrators avoid having to maintain content in multiple places, so you’ll have to be disciplined to pull this off.
Photo Credit: https://www.flickr.com/photos/poppy-project/16664722038/
Presenter: Brett
Finally, you need a style guide – that’s applicable across all of the systems. What’s the typography? What are the heading styles? Consistency across systems comes from having patterns people can apply.
Photo Credit: https://www.flickr.com/photos/wikidave/7118464049/
Presenter: Brett
Which brings us to the biggie: governance. A style guide is just part of a broader governance plan. Human systems will run amok and ruin your most carefully planned designs if they don’t understand the intent you had in building them in the first place.
Photo Credit: https://www.flickr.com/photos/josephgruber/16533486144/
Presenter: Brett
So, what I’m essentially saying is: write it down. Don’t let people make assumptions about how something might work. That’s how sites — and user experiences — get ruined. Make the processes clear, highlight the underlying assumptions, and give them a plan to continue to improve.
Flickr: https://www.flickr.com/photos/kalexanderson/5337994571/
Presenter: Brett
Because when you build a new website or other application, you’re introducing change. And not just change, but revolutionary change. Entirely new systems force people to do things in new ways, and that’s often scary for them, which leads them to resist whatever plan you’re putting in place. You need to help them understand that the changes are going to be for the best.
Photo Credit: https://www.flickr.com/photos/joshua/1154118/
Presenter: Brett
And you can help yourself help others by remembering that you’re smart – each and every one of you is a smart person — but that doesn’t mean you’re always right. Sometimes, you have to be willing to change yourself.
Photo Credit: https://www.flickr.com/photos/joshua/1154118/
Presenter: Brett
A lot of it comes down to habit. People go about their work, by and large, by performing certain actions over and over again. When you introduce them to revolutionary change, they need to learn new habits. Again, that’s hard. But that’s why we’ve created those governance structures in the first place: to give them a guide toward creating useful new habits. We’re creating a starting point for new habits, so we want to ensure that when they form, they’re good ones.
Photo Credit: https://www.flickr.com/photos/jamiejohn/1581135389/
Presenter: Brett
And if anyone gives you guff, refer them back to the metrics and evaluation plan. Often times, if you can analytically show people the improvements that come from the changes in process we’re introducing, you’ll win them over to your way of thinking.
Photo credit: https://www.flickr.com/photos/clevercupcakes/4461953159/
If it was, we would have got to meet Jon Stewart. You can’t pin your hopes on technology solving all of your problems.
Photo Credit: https://www.flickr.com/photos/wsdot/8807161879/
You can do incredible things with what you already have if you:
Understand what they can do
Understand what they can’t do
Formulate a plan to make the best of it
Photo Credit: Brett & Melissa