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Aligning	
  to	
  mul+-­‐screen	
  customer	
  journeys	
  
Paul	
  Booth	
  iCON	
  MOBILE	
  
A	
  paradigm	
  shi9	
  has	
  occurred	
  

Relevant
Features
Technology

WOW
Emotional
Different	
  channels,	
  different	
  needs	
  
10
9
8
7
6
5
4
3
2
1
0

1a
2a
3a
4a
5a
6a
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
7p
8p
9p
10p
11p
12a

Articles Read By Device

Desktop

Phone

Tablet

Desktop is “diving”
while mobile is
“snorkeling”. We use
mobile in frequent and
short bursts of use
throughout the day.
For	
  what	
  we	
  need	
  right	
  now:	
  

Urgent now
Lookup/find
(urgent/local info)
I need an answer to
something now – very
often related to
location.

Edit/Create
(urgent, microtasking)
I need to get something
done now and it can’t
wait.

Repetitive now
Check In/Status
(repeat, micro-tasking)
Something important to me is
changing or updating and I want to
stay on top of it.

Bored now
Explore/Play
(bored/local)
I have some time to kill and
just need a distraction.
Changing	
  the	
  way	
  people	
  buy	
  things...	
  
The customer journey is more complex
than it used to be. It involves a number of
different sources and devices, and is very
often not as linear as we think it to be.

http://blogs.forrester.com/lori_wizdo/12-10-04buyer_behavior_helps_b2b_marketers_guide_the_buyers_journey
But	
  more	
  importantly,	
  how	
  we	
  relate	
  to	
  brands	
  
Shoes

Fitness
Automobile

Mobility
A	
  breeding	
  ground	
  for	
  disrup+ve	
  innova+on	
  
*

Users don‘t care
No baggage (no legacy)
Crowd funding
Social media
Bits and bites

*http://icanhas.cheezburger.com/
Carrie	
  Byrne	
  SEATTLE	
  WUNDERMAN	
  NETWORK	
  	
  
90%
move between screens
to complete a task
Nielsen. “State of the Media: Cross-Platform Report Q2, 2012.” November 2012.
More screens = more design principles
interac+on	
  design	
  

• 

Visibility	
  of	
  system	
  
status	
  

• 

Match	
  between	
  system	
   Flexibility	
  and	
  
• 
and	
  real	
  world	
  
efficiency	
  of	
  use	
  

• 

User	
  control	
  and	
  
freedom	
  

• 

• 

Consistency	
  and	
  
standards	
  

• 

• 

Error	
  preven+on	
  

• 

Recogni+on	
  over	
  
recall	
  

Aesthe+c	
  and	
  
minimalist	
  design	
  
Error	
  recovery	
  

Help	
  and	
  
documenta+on	
  
(Nielsen)	
  
• 

touchscreen	
  	
  

• 

Physical	
  interac+on	
  
and	
  ergonomics	
  

• 

Available	
  inputs	
  

• 

Scale	
  

• 

Customiza+on	
  and	
  
shortcuts	
  

context	
  of	
  use	
  

• 

Color/contrast	
  

• 

Light	
  condi+ons	
  

• 

Sound/music	
  

• 

Noise	
  interference	
  

• 

Mo+on	
  

• 

Interrup+on	
  

Responsive	
  design,	
  
alternate	
  modes	
  	
  
(Carvajal)	
  
• 

• 

Surfaces	
  for	
  display,	
  
use	
  

• 

Traffic	
  flow	
  between	
  
devices	
  

• 

Mul+-­‐screen	
  ac+vity	
  
A call for experience maps
voice of
customer

•  site metrics
•  satisfaction studies

•  third party reports
•  competitive
research
•  segment studies

analytics

market
research

•  tele, chat
•  social
•  interviews

UX
insights

business
goals

•  usability studies
•  cognitive
walkthrough

•  stakeholder
interviews
•  content audit
•  KPIs
Moving from linear task flow…
1

2

3

4

5

6

7

First step"

Second
logical step
in discovery"

Sign in may
appear here"

Fourth step
with
customization"

Fifth step
here"

Sixth step
almost to
the end"

Task
completion"

Legend

Linking

Landmarking

Expectations

Forms

Escalation

Error Handling

CTAs, Resources
…To	
  nonlinear	
  customer	
  journeys	
  
10 days

15 days

18 days

ACTIONS

•  Reads article on tech blog
about cloud storage trends
•  Searches for branded terms
•  Learns about key workloads
for storage

•  Scans supplier sites for
differences between services,
subscription levels
•  Reads expert reviews about
leading services
•  Considers benefits of new
features that exceed needs

•  Checks service features against
needs
•  Reviews technical specs
•  Begins free trial

•  Converts trial to paid
subscription or upgrades
•  Migrates data to new service

•  Downloads apps
•  Administers backups, sync
sessions
•  Shares content with others
•  Uses service toolset to
author/edit stored files

QUESTIONS

TOUCHPOINTS

TIME

7 days

Cloud	
  Storage	
  Prosumer	
  –	
  “Ryan”	
  

•  Is there a free version that meets
my needs?
•  Who are the big players? Are
they built to last?

•  What is the tier structure and
how much do you get?
•  Can I avoid trading on my friends
to get more storage?
•  Is there an app for every device?
•  What’s the best plan to keep
personal and business data?

•  How easy is it to migrate date?
To manage syncing?
•  How do I add storage?
•  What controls are available with
sharing?
•  Where does data go after trial?

•  How long will it take to get
started? When should I do it?
•  What does the payment
structure/timing look like?
•  Can I cancel at anytime?
What happens to my data?

•  How do I renew?
•  What happens to my data if I
switch vendors?
For	
  example…	
  

Evaluated on:
Geoff	
  Harrison	
  BLINK	
  UX	
  
Designing	
  mul+-­‐screen	
  customer	
  journeys	
  

• 
• 

The	
  elements	
  and	
  role	
  of	
  an	
  experience	
  map	
  
Move	
  from	
  the	
  experience	
  map	
  to	
  a	
  design	
  roadmap	
  
1.	
  Create	
  an	
  experience	
  map	
  

• 
• 

Visualize	
  the	
  journey	
  
Inform	
  the	
  design	
  roadmap	
  
Experience	
  map	
  elements	
  
• 
• 
• 
• 
• 

Customer	
  journey	
  stages	
  	
  
Device	
  touchpoints	
  	
  
Customer	
  goals	
  and	
  moJvaJons	
  	
  
Customer	
  senJment	
  
OpportuniJes	
  
ACTION

Buyer	
  or	
  renter	
  experience	
  map	
  
BEFORE

1. DEFINE

DURING

2.SEARCH

3. COMPARE

AFTER

4. CHOOSE

GOAL

•  SEARCH FOR SPECIFICS:
Gather information about
facilities, commute, security,
size, floor plan, year built, sun’s
position, etc.
•  SEARCH EFFICIENTLY: Get
quick answers on websites that
load fast and require few clicks

•  COMPARE
VISUALIZATIONS: Pictures
of the property, the building,
the street, etc.
•  COMPARE SPECIFICS:
Facilities, commute, security,
size, floor plan, year built,
sun’s position, etc.

•  MAKE INFORMED CHOICE:
The right choice will stand out
because it’s clear that it fulfills
the requirements

(FAMILY, FRIENDS) Ask for
advice about neighborhoods and
property types

(FAMILY, FRIENDS) get
recommendations for agents
and websites (DOORMAN) Ask
about the neighbors, crime,
vacancies
Call agent

(FAMILY, FRIENDS) Ask for
advice about the best option

(FAMILY) Ask for approval

Schedule visits

Present the decision

Look for properties
Google, search engines (mainly
ZAP and WEBCASAS), real
estates websites, Google maps

Visualize options and get more
info. about properties web search
engines, real estates websites,
news, Google maps

Get information about the
neighborhood, look for services
in the area (painters, plumber
etc)

Walk thought a neighborhood
looking for “For Rent” or “For
Sale” signs

Visit properties to gather more
information

Move into new home

TOUCH POINTS

AGENCY

INTERNE
T

Use the internet to learn about
shops, restaurants, parks, crime,
and public transit available in
regions

PLACES

DEVICES /
TOOLS

Call,
Internet

Internet

Hope and excitement about
improving their quality of life.

Internet

Call,
pictures

Internet,
Word, Excel,
email

Frustration by not finding the ideal
property online or let down if the
property doesn’t match description
(very different from the pictures).

Internet,
Word, email

•  SIGN CONTRACT:
Understand how the process
works and sign the contract

6. MOVE

•  DEFINE FINANCES:
Determine what they can
afford and how they will
finance the home
•  DEFINE LOCATION: Learn
about regions and property
types

PEOPLE

SATISFACTION
LEVEL

5. CONTRACT

•  SETTLE INTO NEW HOME:
Unpack and get to know the
region, facilities, commute
•  RENNOVATE: make changes
to the property or hire
someone to do the work

(FAMILY, FRIENDS) Live
together, invite over to visit

Deliver documents and sign the
contract

Call

Happiness for finding the right
property and starting fresh.

Internet

Call,
Internet
City	
  visit	
  app	
  experience	
  map	
  (touchpoints)	
  
City	
  visit	
  app	
  experience	
  map	
  (goals)	
  
City	
  visit	
  app	
  experience	
  map	
  (sen+ment)	
  
Feelings
City	
  visit	
  app	
  experience	
  map	
  (opportuni+es)	
  
2.	
  Priori+ze	
  the	
  opportuni+es	
  

IdenJfy	
  the	
  customer	
  pain	
  points	
  on	
  the	
  map	
  
•  PrioriJze	
  opportuniJes	
  based	
  on	
  customer,	
  business	
  and	
  technical	
  
value	
  	
  
• 
3.	
  Create	
  new	
  customer	
  stories	
  	
  

Storyboard	
  how	
  someone	
  would	
  ideally	
  move	
  through	
  and	
  feel	
  in	
  
the	
  new	
  experience	
  
•  Ensure	
  the	
  story	
  encompasses	
  the	
  prioriJzed	
  opportuniJes	
  
• 
2.	
  Create	
  new	
  customer	
  stories	
  	
  
Crea+ng	
  customer	
  stories	
  
MulJ-­‐device	
  stories	
  are	
  usually	
  ones	
  that	
  build	
  on	
  each	
  other	
  	
  
e.g.	
  	
  Customer	
  gets	
  status	
  on	
  mobile	
  on	
  way	
  to	
  work,	
  later	
  
accesses	
  the	
  product	
  on	
  her	
  laptop	
  
•  Think	
  of	
  stories	
  first,	
  devices	
  second.	
  	
  	
  
A	
  single	
  story	
  may	
  apply	
  to	
  more	
  than	
  one	
  device	
  
•  Be	
  clear	
  about	
  where	
  each	
  story	
  fits	
  in	
  the	
  experience	
  lifecycle	
  
A	
  single	
  story	
  may	
  be	
  applied	
  in	
  more	
  than	
  one	
  place	
  
	
  
• 

	
  
4.	
  The	
  design	
  roadmap	
  

• 
• 
• 
• 

	
  
	
  

Experience	
  map	
  
Illustrated	
  customer	
  stories	
  
Feature	
  matrix	
  by	
  channel	
  
Detailed	
  design,	
  prototyping	
  and	
  tesJng	
  plan	
  
Ques+ons?	
  

	
  
Our	
  ques+ons	
  for	
  you	
  
What	
  is	
  the	
  number	
  one	
  thing	
  you	
  find	
  that	
  prevents	
  you	
  from	
  
doing	
  this?	
  
•  What	
  are	
  the	
  barriers	
  for	
  geUng	
  this	
  started?	
  
•  What	
  alternaJve	
  methods	
  have	
  you	
  used	
  to	
  inform	
  experience	
  
maps?	
  
•  How	
  do	
  you	
  get	
  started?	
  
•  What	
  mistakes	
  do	
  you	
  see	
  being	
  made	
  frequently	
  
• 

	
  

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UX Panel: Aligning to Multi-screen Customer Journeys at SIC2013

  • 1. Aligning  to  mul+-­‐screen  customer  journeys  
  • 2. Paul  Booth  iCON  MOBILE  
  • 3. A  paradigm  shi9  has  occurred   Relevant Features Technology WOW Emotional
  • 4. Different  channels,  different  needs   10 9 8 7 6 5 4 3 2 1 0 1a 2a 3a 4a 5a 6a 7a 8a 9a 10a 11a 12p 1p 2p 3p 4p 5p 6p 7p 8p 9p 10p 11p 12a Articles Read By Device Desktop Phone Tablet Desktop is “diving” while mobile is “snorkeling”. We use mobile in frequent and short bursts of use throughout the day.
  • 5. For  what  we  need  right  now:   Urgent now Lookup/find (urgent/local info) I need an answer to something now – very often related to location. Edit/Create (urgent, microtasking) I need to get something done now and it can’t wait. Repetitive now Check In/Status (repeat, micro-tasking) Something important to me is changing or updating and I want to stay on top of it. Bored now Explore/Play (bored/local) I have some time to kill and just need a distraction.
  • 6. Changing  the  way  people  buy  things...   The customer journey is more complex than it used to be. It involves a number of different sources and devices, and is very often not as linear as we think it to be. http://blogs.forrester.com/lori_wizdo/12-10-04buyer_behavior_helps_b2b_marketers_guide_the_buyers_journey
  • 7. But  more  importantly,  how  we  relate  to  brands   Shoes Fitness
  • 9. A  breeding  ground  for  disrup+ve  innova+on   * Users don‘t care No baggage (no legacy) Crowd funding Social media Bits and bites *http://icanhas.cheezburger.com/
  • 10. Carrie  Byrne  SEATTLE  WUNDERMAN  NETWORK    
  • 11. 90% move between screens to complete a task Nielsen. “State of the Media: Cross-Platform Report Q2, 2012.” November 2012.
  • 12. More screens = more design principles interac+on  design   •  Visibility  of  system   status   •  Match  between  system   Flexibility  and   •  and  real  world   efficiency  of  use   •  User  control  and   freedom   •  •  Consistency  and   standards   •  •  Error  preven+on   •  Recogni+on  over   recall   Aesthe+c  and   minimalist  design   Error  recovery   Help  and   documenta+on   (Nielsen)   •  touchscreen     •  Physical  interac+on   and  ergonomics   •  Available  inputs   •  Scale   •  Customiza+on  and   shortcuts   context  of  use   •  Color/contrast   •  Light  condi+ons   •  Sound/music   •  Noise  interference   •  Mo+on   •  Interrup+on   Responsive  design,   alternate  modes     (Carvajal)   •  •  Surfaces  for  display,   use   •  Traffic  flow  between   devices   •  Mul+-­‐screen  ac+vity  
  • 13. A call for experience maps voice of customer •  site metrics •  satisfaction studies •  third party reports •  competitive research •  segment studies analytics market research •  tele, chat •  social •  interviews UX insights business goals •  usability studies •  cognitive walkthrough •  stakeholder interviews •  content audit •  KPIs
  • 14. Moving from linear task flow… 1 2 3 4 5 6 7 First step" Second logical step in discovery" Sign in may appear here" Fourth step with customization" Fifth step here" Sixth step almost to the end" Task completion" Legend Linking Landmarking Expectations Forms Escalation Error Handling CTAs, Resources
  • 15. …To  nonlinear  customer  journeys   10 days 15 days 18 days ACTIONS •  Reads article on tech blog about cloud storage trends •  Searches for branded terms •  Learns about key workloads for storage •  Scans supplier sites for differences between services, subscription levels •  Reads expert reviews about leading services •  Considers benefits of new features that exceed needs •  Checks service features against needs •  Reviews technical specs •  Begins free trial •  Converts trial to paid subscription or upgrades •  Migrates data to new service •  Downloads apps •  Administers backups, sync sessions •  Shares content with others •  Uses service toolset to author/edit stored files QUESTIONS TOUCHPOINTS TIME 7 days Cloud  Storage  Prosumer  –  “Ryan”   •  Is there a free version that meets my needs? •  Who are the big players? Are they built to last? •  What is the tier structure and how much do you get? •  Can I avoid trading on my friends to get more storage? •  Is there an app for every device? •  What’s the best plan to keep personal and business data? •  How easy is it to migrate date? To manage syncing? •  How do I add storage? •  What controls are available with sharing? •  Where does data go after trial? •  How long will it take to get started? When should I do it? •  What does the payment structure/timing look like? •  Can I cancel at anytime? What happens to my data? •  How do I renew? •  What happens to my data if I switch vendors?
  • 18. Designing  mul+-­‐screen  customer  journeys   •  •  The  elements  and  role  of  an  experience  map   Move  from  the  experience  map  to  a  design  roadmap  
  • 19. 1.  Create  an  experience  map   •  •  Visualize  the  journey   Inform  the  design  roadmap  
  • 20. Experience  map  elements   •  •  •  •  •  Customer  journey  stages     Device  touchpoints     Customer  goals  and  moJvaJons     Customer  senJment   OpportuniJes  
  • 21. ACTION Buyer  or  renter  experience  map   BEFORE 1. DEFINE DURING 2.SEARCH 3. COMPARE AFTER 4. CHOOSE GOAL •  SEARCH FOR SPECIFICS: Gather information about facilities, commute, security, size, floor plan, year built, sun’s position, etc. •  SEARCH EFFICIENTLY: Get quick answers on websites that load fast and require few clicks •  COMPARE VISUALIZATIONS: Pictures of the property, the building, the street, etc. •  COMPARE SPECIFICS: Facilities, commute, security, size, floor plan, year built, sun’s position, etc. •  MAKE INFORMED CHOICE: The right choice will stand out because it’s clear that it fulfills the requirements (FAMILY, FRIENDS) Ask for advice about neighborhoods and property types (FAMILY, FRIENDS) get recommendations for agents and websites (DOORMAN) Ask about the neighbors, crime, vacancies Call agent (FAMILY, FRIENDS) Ask for advice about the best option (FAMILY) Ask for approval Schedule visits Present the decision Look for properties Google, search engines (mainly ZAP and WEBCASAS), real estates websites, Google maps Visualize options and get more info. about properties web search engines, real estates websites, news, Google maps Get information about the neighborhood, look for services in the area (painters, plumber etc) Walk thought a neighborhood looking for “For Rent” or “For Sale” signs Visit properties to gather more information Move into new home TOUCH POINTS AGENCY INTERNE T Use the internet to learn about shops, restaurants, parks, crime, and public transit available in regions PLACES DEVICES / TOOLS Call, Internet Internet Hope and excitement about improving their quality of life. Internet Call, pictures Internet, Word, Excel, email Frustration by not finding the ideal property online or let down if the property doesn’t match description (very different from the pictures). Internet, Word, email •  SIGN CONTRACT: Understand how the process works and sign the contract 6. MOVE •  DEFINE FINANCES: Determine what they can afford and how they will finance the home •  DEFINE LOCATION: Learn about regions and property types PEOPLE SATISFACTION LEVEL 5. CONTRACT •  SETTLE INTO NEW HOME: Unpack and get to know the region, facilities, commute •  RENNOVATE: make changes to the property or hire someone to do the work (FAMILY, FRIENDS) Live together, invite over to visit Deliver documents and sign the contract Call Happiness for finding the right property and starting fresh. Internet Call, Internet
  • 22. City  visit  app  experience  map  (touchpoints)  
  • 23. City  visit  app  experience  map  (goals)  
  • 24. City  visit  app  experience  map  (sen+ment)   Feelings
  • 25. City  visit  app  experience  map  (opportuni+es)  
  • 26. 2.  Priori+ze  the  opportuni+es   IdenJfy  the  customer  pain  points  on  the  map   •  PrioriJze  opportuniJes  based  on  customer,  business  and  technical   value     • 
  • 27. 3.  Create  new  customer  stories     Storyboard  how  someone  would  ideally  move  through  and  feel  in   the  new  experience   •  Ensure  the  story  encompasses  the  prioriJzed  opportuniJes   • 
  • 28. 2.  Create  new  customer  stories    
  • 29. Crea+ng  customer  stories   MulJ-­‐device  stories  are  usually  ones  that  build  on  each  other     e.g.    Customer  gets  status  on  mobile  on  way  to  work,  later   accesses  the  product  on  her  laptop   •  Think  of  stories  first,  devices  second.       A  single  story  may  apply  to  more  than  one  device   •  Be  clear  about  where  each  story  fits  in  the  experience  lifecycle   A  single  story  may  be  applied  in  more  than  one  place     •   
  • 30. 4.  The  design  roadmap   •  •  •  •      Experience  map   Illustrated  customer  stories   Feature  matrix  by  channel   Detailed  design,  prototyping  and  tesJng  plan  
  • 32. Our  ques+ons  for  you   What  is  the  number  one  thing  you  find  that  prevents  you  from   doing  this?   •  What  are  the  barriers  for  geUng  this  started?   •  What  alternaJve  methods  have  you  used  to  inform  experience   maps?   •  How  do  you  get  started?   •  What  mistakes  do  you  see  being  made  frequently   •