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ROBB OLSEN HEATHER WRIGHT KARLSON LAURIE LUCCHINA RICHARD POPPER
Move Your UX Capability To The Next Level
UXelent | Workshop
Most organizations have what they
need to do great UX work, but
resources are often dispersed in silos
that obstruct the process
UXelent.com
We are here to help.
UXelent.com
We work to make the world of physical
products better for those who use
them and better for those who produce them
We believe every product has a chance to
be better and work with like-minded
companies to take product experiences to
the next level
Your product will be better.
UXelent.com
UXelent.com
Innovation with UX
Ways to take UX Innovation to the next level.
Robb Olsen
robb@uxelent.com
UXelent.com
Scope Expand Research to
the Whole Journey
Innovation with UX
Copyright 2020 TransOrbital Dynamics, Robb Olsen, Author
UXelent.com
How
Empathize
Define
Hypothesize
Prototype
Learn
Tasks
Experiences
Outcomes
Aspirations
Tensions
Solutions
Experiences
Business Model
Enabling
Science
Express
Hypotheses
In Minimum
Viable
Test
Hypotheses
Repeat Fast
Proto-cycles!
Learn Fast with
Lean Design Thinking™
UXelent.com
Humans
Individually &
In Groups
Value
Creation &
Delivery
Science &
Technology
X= Business Model
Product
Brand
Experience
Device
Package
Service
Community
Education
We can improve livesand
create value V by doing new
thing X for human group Y
using enabling technology Z
Hypothesize
Solutions
Experiences
Business Model
Enabling
Science
What Set Your Target Clearly with
an Alpha Innovation Hypothesis™
Copyright 2020 TransOrbital Dynamics, Robb Olsen, Author
UXelent.com
When Guide Innovation Effectively with
Behavioral Science for Innovation
Guiding Innovation Behaviorally:
• Stimulus/responsemeasures of tension
resolution and aspiration delivery guide
innovation work,
• with frequent checks on choice vs. current
solutions. Pivot when needed to be chosen
over existing offerings.
Winning Choice:
• You are ready to pitch stakeholders and
advance to market when
• people consistently choose you over
existing solutions,
• at a cost that is acceptable,
• with clear paths to profit and scale (or
your innovation otherwise meets adoption
goals, e.g., for Government or NGO).
UXelent.com
Application Across all types of innovation:
Incremental, Transformative, Disruptive
https://www.linkedin.com/posts/robbolsen_innovation-incremental-transformative-activity-6677998684535328768-wWn0
Incremental/Optimization Transformative Disruptive
Experience
Design &
Innovation
Positive
Purpose
Innovation
Strategy
Organization
Designfor
Innovation
Tension&
Aspiration
Discovery
Alpha
Innovation
Hypotheses™
Lean Design
Thinking™ Behavioral
Science for
Innovation
Brand
Experience
Innovation
Business
Model
Innovation
Paths to
Market
Paths to
Adoption&
Scale
Copyright 2020, Robb Olsen
InnovationArc™
A Contemporary InnovationParadigm for any type or size Organization
UXelent.com
Q&A Your Turn!
UXelent.com
Collaboration with UX
Ways to take Collaboration with UX to the next level.
Laurie Lucchina
laurie@uxelent.com
UXelent.com
Create UX Awareness
Consult UX research experts
Introduce UX research into
current Sensory research
structure
Educate Leadership,
Sensory, Marketing, Design,
Engineering, Product teams
Identify and collaborate
with UX champions
Provide resources
Collaboration with UX
UXelent.com
Create UX Awareness: Provide Resources
Courses, Trainings, Newsletters, Meetings
Collaboration with UX
UXelent.com
Start
small: Select
one project with
sensory as
prominent
component of
UX
Modify sensory
study designto
include
UX Features
Simplicity
Intuitiveness
Usability
Functionality
Ergonomics
Task Completion
Rate
Brand Attitude
Emotion
Test early and
often;iterative;
small n
Include
prototypes,
competitor
products
Pilot test with
staff
Agile/Lean
Organizations:
Include UX tests
in JIRA stories
or Kanban Board
for
ongoing projects
Communicate
visualizeddata,
videos, and
relevance
to stakeholders
in regular
meetings
Goal: UX is
implicit in
researchstrategy
Introduce Organization to UX Research
Collaboration with UX
UXelent.com
Communicate UX Progress with Metrics
Developand study metrics
and analytics through
product lifecycle​
Survey current and prospective users,
monitorFAQs, consumer comments,
user forums, social media accounts
Track development,optimization
Benchmark competition
Apply KPI to demonstrate progress
and beneficialeffects on ROI
Understand existing problems,
identify new issues​
Discover trends and anomalies,and
to gauge progress​
Monitor and analyze
incoming data for patterns
and trends
Designand implementa
Key Performance Indicator
(KPI) for UX
Collaboration with UX
UXelent.com
SystemUsabilityScale (SUS)
Global view of usability
Net PromoterScore (NPS)
Percentageof customersrating the
likelihood to recommend
UXC Scorecard*
Comprehensive UX index
• Design & Content
• Usability
• Emotion
• Brand
Communicate UX Progress with Metrics: Examples
Design and implement a Key Performance Indicator (KPI) for UX specific to the organization​
*See Bill and Heather
Collaboration with UX
Set Expectations for UX Resources
UXelent.com
*Even if incremental funding required, UX research increases productvaluemorethan costof research
Collaboration with UX
Refrain from
incremental
funding request
initially
extend existing
sensory study
Request
additional funding*
for physical
prototype builds
Request additional
time if need physical
prototype builds
Ensure sufficient
timing to
meet engineering
specs
Consistently
communicate
schedule to full
team
UXelent.com
What do you need to
know to take the next
step?
Q&A Your Turn!
UXelent.com
Training with UX
Ways to take Training with UX to the next level.
Heather Wright Karlson
heather@uxelent.com
Needs Analysis
G A T H E R D A TA A B O U T Y O U R O R G A N I Z A T I O N
• Gauge expertise and interest in UX
• Find out who is novice, immediate, expert and
leverage the expertise
• Identify UX advocates and supporters including
influencers and executives
• Generate ideas on action items that will interest
your advocates and supporters
UXelent.com
Increasing UX Maturity
Training with UX
Needs Analysis
G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N
UXelent.com
Increasing UX Maturity
Training with UX
Lunch & Learn
O R G A N I Z E I N F O R M A L WAY S T O G A T H E R D A TA
• Informally find opportunities to ask
others what they think about a research
idea​
• Bounce ideas around​
• Gather information about obstacles or
support from other groups like engineering
or R&D​
Needs Analysis
G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N
UXelent.com
Increasing UX Maturity
Training with UX
Lunch & Learn
O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A
• Identify a bite size chunk of information
to learn at a time
• Identify and revisit your goals early and
often
• Avoid kitchen sink studies and
attempting to learn too much at one
time
• Make a plan for a week, a month, 6
months and revisit the plan as you go
Be Goal Driven
M A P O U T S H O R T T E R M A N D L O N G T E R M
Needs Analysis
G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N
UXelent.com
Increasing UX Maturity
Training with UX
Lunch & Learn
O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A
Be Goal Driven
M A P O U T S H O R T T E R M A N D L O N G T E R M
Experiment
B E F L E X I B L E A N D A D J U S T
• Adjust and flex based on what you learn
• Don't assume you know the answer or that
something cannot be improved upon
• Be patient
• Don't be afraid to try something
• Keep the user's goals in mind
• Be Curious
Needs Analysis
G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N
UXelent.com
Increasing UX Maturity
Training with UX
Lunch & Learn
O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A
Be Goal Driven
M A P O U T S H O R T T E R M A N D L O N G T E R M
Experiment
B E F L E X I B L E A N D A D J U S T
Know your Users
• Find out about your users goals, pain
points, past experience, highlights,
questions, work-arounds, context of
use
• Question what is assumed about the
user – don't depend on marketing
information
• Be a careful observer of users
• See what users do- don't depend on
what they say
Y O U A R E N O T T H E U S E R
Needs Analysis
G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N
UXelent.com
Increasing UX Maturity
Training with UX
Lunch & Learn
O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A
Be Goal Driven
M A P O U T S H O R T T E R M A N D L O N G T E R M
Experiment
B E F L E X I B L E A N D A D J U S T
Know your Users
Y O U A R E N O T T H E U S E R
B E I N C L U S I V E
Show your Process
• Use videos or clips that show
users interacting with a product to
raise interest. Let users shine light
on trouble spots and do the talking for
you​
• Leverage user data for more research
to facilitate improvements​
• Organize a site visit or a virtual tour of
your research set up. Invite others
across departments to a pilot test​
Needs Analysis
G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N
UXelent.com
Increasing UX Maturity
Lunch & Learn
O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A
Be Goal Driven
M A P O U T S H O R T T E R M A N D L O N G T E R M
Experiment
B E F L E X I B L E A N D A D J U S T
Know your Users
Y O U A R E N O T T H E U S E R
B E I N C L U S I V E
Show your Process
R A I S E I N T E R E S T B Y S H A R I N G D A TA
Share what you Learn
• When you share findings tailor your
delivery to your audience​
• Share preliminary data to
get interest
• Send out high
level reporting for everyone. Zoom
out for executives and include more
detail for engineering and R&D
folks to dig in.​
Needs Analysis
G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N
UXelent.com
Increasing UX Maturity
Lunch & Learn
O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A
Be Goal Driven
M A P O U T S H O R T T E R M A N D L O N G T E R M
Experiment
B E F L E X I B L E A N D A D J U S T
Know your Users
Y O U A R E N O T T H E U S E R
B E I N C L U S I V E
Show your Process
R A I S E I N T E R E S T B Y S H A R I N G D A T A
Share what you Learn
UXelent.com
What do you need to
know to take the next
step?
Q&A Your Turn!
UX Research
Kickstart
Research Question
Define your Research Question. Stay focused
on the research objectives.
Start Small
It’s okay to start small. By adding a few UX
variables to your existing sensory research
design, you have begun. Test UX features such
as Simplicity, Intuitiveness, Usability,
Functionality, Ergonomics, Task completion rate,
Brand attitude, and Emotion.
Add UX to Timeline
Add UX to your project timeline as early as possible
for maximum impact - before specs are finalized.
Create UX Awareness
Request feedback on a
UX feature, hold a raffle, share out results. Create
an opportunity for UX appreciation - present
a few findings, create videos and share them in a
company meeting.
Know your Organization
Gather data about your organization. Conduct a
needs analysis to determine the current UX
knowledge level and interest in adopting UX.
Leverage those data.
Partner
Seek guidance from researchers with experience
in UX about the approach and methods and
demonstrating ROI.
Be UXelent!
Define Metrics & Analytics
Decide methods of data collection and presentation,
metrics, and analytics.
Design and implement a Key Performance Indicator (KPI)
specific to organization. Use the KPI to demonstrate
research progress and beneficial effects on the ROI.
Know Your User
The user is typically not the Scientist or Engineer
developing the product; or the CEO
© UXelent 2020, UXelent.com
If you have other questions, please visit us at UXelent.com
Thank you. Be UXelent!

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UXelent: workshop slides

  • 1. Your Hosts ROBB OLSEN HEATHER WRIGHT KARLSON LAURIE LUCCHINA RICHARD POPPER
  • 2. Move Your UX Capability To The Next Level UXelent | Workshop
  • 3. Most organizations have what they need to do great UX work, but resources are often dispersed in silos that obstruct the process UXelent.com
  • 4. We are here to help. UXelent.com We work to make the world of physical products better for those who use them and better for those who produce them
  • 5. We believe every product has a chance to be better and work with like-minded companies to take product experiences to the next level Your product will be better. UXelent.com
  • 6. UXelent.com Innovation with UX Ways to take UX Innovation to the next level. Robb Olsen robb@uxelent.com
  • 7. UXelent.com Scope Expand Research to the Whole Journey Innovation with UX
  • 8. Copyright 2020 TransOrbital Dynamics, Robb Olsen, Author UXelent.com How Empathize Define Hypothesize Prototype Learn Tasks Experiences Outcomes Aspirations Tensions Solutions Experiences Business Model Enabling Science Express Hypotheses In Minimum Viable Test Hypotheses Repeat Fast Proto-cycles! Learn Fast with Lean Design Thinking™
  • 9. UXelent.com Humans Individually & In Groups Value Creation & Delivery Science & Technology X= Business Model Product Brand Experience Device Package Service Community Education We can improve livesand create value V by doing new thing X for human group Y using enabling technology Z Hypothesize Solutions Experiences Business Model Enabling Science What Set Your Target Clearly with an Alpha Innovation Hypothesis™
  • 10. Copyright 2020 TransOrbital Dynamics, Robb Olsen, Author UXelent.com When Guide Innovation Effectively with Behavioral Science for Innovation Guiding Innovation Behaviorally: • Stimulus/responsemeasures of tension resolution and aspiration delivery guide innovation work, • with frequent checks on choice vs. current solutions. Pivot when needed to be chosen over existing offerings. Winning Choice: • You are ready to pitch stakeholders and advance to market when • people consistently choose you over existing solutions, • at a cost that is acceptable, • with clear paths to profit and scale (or your innovation otherwise meets adoption goals, e.g., for Government or NGO).
  • 11. UXelent.com Application Across all types of innovation: Incremental, Transformative, Disruptive https://www.linkedin.com/posts/robbolsen_innovation-incremental-transformative-activity-6677998684535328768-wWn0 Incremental/Optimization Transformative Disruptive
  • 12. Experience Design & Innovation Positive Purpose Innovation Strategy Organization Designfor Innovation Tension& Aspiration Discovery Alpha Innovation Hypotheses™ Lean Design Thinking™ Behavioral Science for Innovation Brand Experience Innovation Business Model Innovation Paths to Market Paths to Adoption& Scale Copyright 2020, Robb Olsen InnovationArc™ A Contemporary InnovationParadigm for any type or size Organization
  • 14. UXelent.com Collaboration with UX Ways to take Collaboration with UX to the next level. Laurie Lucchina laurie@uxelent.com
  • 15. UXelent.com Create UX Awareness Consult UX research experts Introduce UX research into current Sensory research structure Educate Leadership, Sensory, Marketing, Design, Engineering, Product teams Identify and collaborate with UX champions Provide resources Collaboration with UX
  • 16. UXelent.com Create UX Awareness: Provide Resources Courses, Trainings, Newsletters, Meetings Collaboration with UX
  • 17. UXelent.com Start small: Select one project with sensory as prominent component of UX Modify sensory study designto include UX Features Simplicity Intuitiveness Usability Functionality Ergonomics Task Completion Rate Brand Attitude Emotion Test early and often;iterative; small n Include prototypes, competitor products Pilot test with staff Agile/Lean Organizations: Include UX tests in JIRA stories or Kanban Board for ongoing projects Communicate visualizeddata, videos, and relevance to stakeholders in regular meetings Goal: UX is implicit in researchstrategy Introduce Organization to UX Research Collaboration with UX
  • 18. UXelent.com Communicate UX Progress with Metrics Developand study metrics and analytics through product lifecycle​ Survey current and prospective users, monitorFAQs, consumer comments, user forums, social media accounts Track development,optimization Benchmark competition Apply KPI to demonstrate progress and beneficialeffects on ROI Understand existing problems, identify new issues​ Discover trends and anomalies,and to gauge progress​ Monitor and analyze incoming data for patterns and trends Designand implementa Key Performance Indicator (KPI) for UX Collaboration with UX
  • 19. UXelent.com SystemUsabilityScale (SUS) Global view of usability Net PromoterScore (NPS) Percentageof customersrating the likelihood to recommend UXC Scorecard* Comprehensive UX index • Design & Content • Usability • Emotion • Brand Communicate UX Progress with Metrics: Examples Design and implement a Key Performance Indicator (KPI) for UX specific to the organization​ *See Bill and Heather Collaboration with UX
  • 20. Set Expectations for UX Resources UXelent.com *Even if incremental funding required, UX research increases productvaluemorethan costof research Collaboration with UX Refrain from incremental funding request initially extend existing sensory study Request additional funding* for physical prototype builds Request additional time if need physical prototype builds Ensure sufficient timing to meet engineering specs Consistently communicate schedule to full team
  • 21. UXelent.com What do you need to know to take the next step? Q&A Your Turn!
  • 22. UXelent.com Training with UX Ways to take Training with UX to the next level. Heather Wright Karlson heather@uxelent.com
  • 23. Needs Analysis G A T H E R D A TA A B O U T Y O U R O R G A N I Z A T I O N • Gauge expertise and interest in UX • Find out who is novice, immediate, expert and leverage the expertise • Identify UX advocates and supporters including influencers and executives • Generate ideas on action items that will interest your advocates and supporters UXelent.com Increasing UX Maturity Training with UX
  • 24. Needs Analysis G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N UXelent.com Increasing UX Maturity Training with UX Lunch & Learn O R G A N I Z E I N F O R M A L WAY S T O G A T H E R D A TA • Informally find opportunities to ask others what they think about a research idea​ • Bounce ideas around​ • Gather information about obstacles or support from other groups like engineering or R&D​
  • 25. Needs Analysis G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N UXelent.com Increasing UX Maturity Training with UX Lunch & Learn O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A • Identify a bite size chunk of information to learn at a time • Identify and revisit your goals early and often • Avoid kitchen sink studies and attempting to learn too much at one time • Make a plan for a week, a month, 6 months and revisit the plan as you go Be Goal Driven M A P O U T S H O R T T E R M A N D L O N G T E R M
  • 26. Needs Analysis G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N UXelent.com Increasing UX Maturity Training with UX Lunch & Learn O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A Be Goal Driven M A P O U T S H O R T T E R M A N D L O N G T E R M Experiment B E F L E X I B L E A N D A D J U S T • Adjust and flex based on what you learn • Don't assume you know the answer or that something cannot be improved upon • Be patient • Don't be afraid to try something • Keep the user's goals in mind • Be Curious
  • 27. Needs Analysis G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N UXelent.com Increasing UX Maturity Training with UX Lunch & Learn O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A Be Goal Driven M A P O U T S H O R T T E R M A N D L O N G T E R M Experiment B E F L E X I B L E A N D A D J U S T Know your Users • Find out about your users goals, pain points, past experience, highlights, questions, work-arounds, context of use • Question what is assumed about the user – don't depend on marketing information • Be a careful observer of users • See what users do- don't depend on what they say Y O U A R E N O T T H E U S E R
  • 28. Needs Analysis G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N UXelent.com Increasing UX Maturity Training with UX Lunch & Learn O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A Be Goal Driven M A P O U T S H O R T T E R M A N D L O N G T E R M Experiment B E F L E X I B L E A N D A D J U S T Know your Users Y O U A R E N O T T H E U S E R B E I N C L U S I V E Show your Process • Use videos or clips that show users interacting with a product to raise interest. Let users shine light on trouble spots and do the talking for you​ • Leverage user data for more research to facilitate improvements​ • Organize a site visit or a virtual tour of your research set up. Invite others across departments to a pilot test​
  • 29. Needs Analysis G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N UXelent.com Increasing UX Maturity Lunch & Learn O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A Be Goal Driven M A P O U T S H O R T T E R M A N D L O N G T E R M Experiment B E F L E X I B L E A N D A D J U S T Know your Users Y O U A R E N O T T H E U S E R B E I N C L U S I V E Show your Process R A I S E I N T E R E S T B Y S H A R I N G D A TA Share what you Learn • When you share findings tailor your delivery to your audience​ • Share preliminary data to get interest • Send out high level reporting for everyone. Zoom out for executives and include more detail for engineering and R&D folks to dig in.​
  • 30. Needs Analysis G A T H E R D A T A A B O U T Y O U R O R G A N I Z A T I O N UXelent.com Increasing UX Maturity Lunch & Learn O R G A N I Z E I N F O R M A L W A Y S T O G A T H E R D A T A Be Goal Driven M A P O U T S H O R T T E R M A N D L O N G T E R M Experiment B E F L E X I B L E A N D A D J U S T Know your Users Y O U A R E N O T T H E U S E R B E I N C L U S I V E Show your Process R A I S E I N T E R E S T B Y S H A R I N G D A T A Share what you Learn
  • 31. UXelent.com What do you need to know to take the next step? Q&A Your Turn!
  • 32. UX Research Kickstart Research Question Define your Research Question. Stay focused on the research objectives. Start Small It’s okay to start small. By adding a few UX variables to your existing sensory research design, you have begun. Test UX features such as Simplicity, Intuitiveness, Usability, Functionality, Ergonomics, Task completion rate, Brand attitude, and Emotion. Add UX to Timeline Add UX to your project timeline as early as possible for maximum impact - before specs are finalized. Create UX Awareness Request feedback on a UX feature, hold a raffle, share out results. Create an opportunity for UX appreciation - present a few findings, create videos and share them in a company meeting. Know your Organization Gather data about your organization. Conduct a needs analysis to determine the current UX knowledge level and interest in adopting UX. Leverage those data. Partner Seek guidance from researchers with experience in UX about the approach and methods and demonstrating ROI. Be UXelent! Define Metrics & Analytics Decide methods of data collection and presentation, metrics, and analytics. Design and implement a Key Performance Indicator (KPI) specific to organization. Use the KPI to demonstrate research progress and beneficial effects on the ROI. Know Your User The user is typically not the Scientist or Engineer developing the product; or the CEO © UXelent 2020, UXelent.com
  • 33. If you have other questions, please visit us at UXelent.com Thank you. Be UXelent!