Effective Visuals & Prototypes, What Makes a Project Move Forward

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@faz

HI, I’M FAZ

@faz

EFFECTIVE VISUALS & PROTOTYPESWhat Makes a Project Move Forward

@faz

OBJECTIVES

Understand the importance of being pragmatic when it comes to prototyping.

Define what makes for a persuasive visual when communicating with clients or target audience.

Become more adapt at identifying what is the critical question worth asking.

@faz

BUT 1ST, A QUICK CHECK…

@faz

WHAT IS A PROTOTYPE?

1

CREATING A WORKING MODEL OF A PRODUCT OR FEATURE

COMMUNICATING AN IDEA INTERACTIVELY

SHOWING RATHER THAN TELLING

THERE IS RICH ANALOG HISTORY

IT IS AN ITERATIVE PROCESS

IT FITS THE LARGER CONTEXT

@faz

ASK

What is the problem that the prototype is trying to address?

What are we unsure about?

SUSAN WOJCICKI— CEO, YOUTUBE

“I love taking an idea... to a prototype and then to a product that millions of people use.”

@faz

WHAT DOES IT MEAN TO BE EFFECTIVE?

2

@faz

FAST DOES NOT ALWAYS EQUAL EFFICIENT.

BEING EFFECTIVE IS SIMPLY OMITTING/POSTPONING STYLE CHOICES.

YOUR TOOLS CAN TRAP YOU.

It’s not…

@faz

YOU MUST BE CONVINCING. SO KNOW YOUR AUDIENCE.

YOU MUST BE RELEVANT. BE TIMELY.

YOU MUST BE NOTICED. SPEAK UP!

It is…

@faz

HIERARCHY OF USER NEEDS

FUNCTIONAL

RELIABLE

USABLE

PLEASURABLE

@faz

HIERARCHY OF USER NEEDS

FUNCTIONAL

RELIABLE

USABLE

PLEASURABLE

@faz

AARON WALTER

“Certainly we all want to eat edible foods with nutritional value, but we also crave flavor.”

@faz

“Why do we settle for usable when we can make interfaces both usable and pleasurable?”

AARON WALTER

@faz

Your team or clients aren’t that different from users. They too need to have an emotional attachment to the work or product.

@faz

What will get them to move the project forward?

What insight can we unlocked?

How do we leap forward?

ASK

@faz

SELLING BIG IDEAS THROUGH VISUALIZATION

@faz

FINDING THE INSIGHT THAT BRINGS EVERYONE TOGETHER

It’s about…

@faz

A FEW EXAMPLES…

SCENARIOS

@faz

Your startup is building b2b tools within telco industry.

You’ve had a kick-off with the client already, but they feel the need to chat more to discuss the steps of the process for their team members.

You want to redirect the efforts while creating confidence.

It’s 7:30 am and your meeting is at 9!

SITUATION

@faz

DRIVING CONVERSATIONS

Evolves to this later

@faz

Your non-profit client, focused on education in developing countries, is trying to modernize their product and teaching approach.

You have legacy content and software as a major constraint.

There is hunger for vision on the project.

You need to inspire change.

SITUATION

@faz

PAINTING THE WAY FORWARD

@faz

Your travel industry client has a new venture subsidiary in mind and wants to create a more social offering.

There is little understanding of content management and publishing process.

You want to elevate the content creation discussion and establish the need for them to build relationships with their customers.

SITUATION

@faz

MAP OUT THE JOURNEY AND TOUCH POINTSPriyaAge: 32Location: MumbaiOccupation: ArchitectFamily: SingleComputer Skills: Above Average

Key Motivators:

big vacation per year

to keep up

conscious on the larger items

Priya

Sameer thinks he may have seen something about

SameerAge: 29

Family: SingleComputer Skills: Expert

Key Motivators:

Faz BesharatianAdvenature Experience Map 16 August 2012

Advenature General User Flow

Here we have 2 personas, each with their own motivational factors, but similar in demographic. Both may take on the same number of challenges. Both may book trips at the same frequency. But they do not use the site in the same way.

Priya:Her pattern of interaction is more in-depth. She is more engaged with activities prior to the trip or event. She tends to research more. She maintains the connections she makes.She is sometimes harder to please, but she may be much more loyal.

Sameer:His pattern of interaction is more scattered. He does enough to get the job done but is less concerned with preparation. He has more experience with the outdoors and is focused on the quality and intensity of the activity. He tends to engage the website minimally. But he is efficient in his usage.

The height of the graphs represent the value and weight of interaction for the user. Not all items listed are directly related to online activities.

Attends speaker event

1st Rafting Trip

Camping Trip2nd Rafting Trip

Kilimanjaro Adventure Challenge

Repelling

Joins Advenature

Joins Trekking GroupJoins Rafting Group

Plans Rafting TripAsks Expert

Finds Local Event Plans Rafting Trip

Organizes Friends for Trip

Post Photos

Shares Album

Plans Hiking TripAnswers Questions

Connects with Other Raftersfor the same tour

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr

Suggests a TripAsks Questions

Plans Repelling TripBuys Gear

Moderates Discussion

Creates a Camping Group

Creates Local Group Invites More People

Post PhotosShares Album

Discusses Next TripPlans Next Event

Post Photos

Shares AlbumAnswers Questions

Joins Advenature

Connects with Friends

Joins Climbing GroupCreates Discussions

Answers Questions

Finds Outbound Trip

Invites Friends

Plans Trip

Asks Expert

Completes Profile

Kilimanjaro Adventure Challenge

Jun Jul Aug Sep Oct Nov

Suggests a TripAsks Questions

Plans Repelling Trip

Creates Local Group Invites More People

Post Photos

Shares AlbumAnswers Questions

Finds Outbound Trip

Invites Friends

Plans Trip

Asks Expert

@faz

MAP OUT THE JOURNEY AND TOUCH POINTS

Attends speaker event

1st Rafting Trip

Camping Trip2nd Rafting Trip

Joins Advenature

Joins Trekking GroupJoins Rafting Group

Plans Rafting TripAsks Expert

Finds Local Event Plans Rafting Trip

Organizes Friends for Trip

Post Photos

Shares Album

Plans Hiking TripAnswers Questions

Connects with Other Raftersfor the same tour

Moderates Discussion

Creates a Camping Group

MAP OUT THE JOURNEY AND TOUCH POINTS

@faz

The grand-mother of all associations is redoing their massive, content rich website.

You have many teams with varying workflows and competing objectives.

There are vendors and internal teams, each with varying skill sets and value to the organization.

Your executives want everyone to play nice!

SITUATION

@faz

PROCESS AND WORKFLOW CHALLENGE

@faz

Content

Creators

Commissioned Keyed In 1st Edit Top EditAssets Gathered Design Reviewed Fact Checked Copy Edited Legal Reviewed QAed Published Promoted

Subject ExpertsReportersFreelancers

Scenario 1: Article follows through all typical steps to get published.

Scenario 2: Some steps are skipped for a video based article based on existing, relevant reviews.

Scenario 3: A publisher rushes an article through due to timely nature of story.

Content Editors

Producers Channel Producers

Designers Art DirectorsDesign Leads

Content/CopyEditors

Copy Editors Legal Editors

Producers/Content Editors

Channel Producers

ProducersMarketersPartners

Authors - %20 of usersData entry and minimal privileges.

(AARP staff within any biz unit)

Calendering: Editorial calendars which are housed in QuickBase currently maybe incorporated into a different system, depending on where the content brief and contracts are housed.

Reporting: CMS’s internal reporting may be used as a feedback loop to track progress, volume and other relevant data needed to manage editorial calendar.

DAM: Digital Asset Management will be at enterprise level. The ties between the 2 systems will determine the possible inclusion of additional steps in the CMS work flow.

Editors - %60 of usersData entry, content edit, page layout and general content manipulation.

(Producers, Designers, i.e. Elizabeth, Laura, Paul, Merideth, etc.)

Publishers - %10 of usersData entry, content edit, page layout and authority to publish.

(Managing Editor, Channel Producer, i.e Carolyn)

Administrators - %5 of usersData entry, content edit, page layout, general content manipulation, and publishing. CMS admins can do everything short of development.

(CMS design/dev, ie. Rachel)

A E E EEEEP P P

MA E P

VISUALIZE & COMMUNICATE THE PROCESS

Eventually created this

@faz

FEW MORE THOUGHTS…

TIPS

@faz

2ND STAGE: MERGE WITH THE OLD & TEST (FEW WEEKS IN)

@faz

3RD STAGE: EVOLUTIONARY STEPS (CONTINUE TESTING)

AYSE BIRSEL

“To say that something is designed means it has intentions that go beyond its function. Otherwise it’s just planning.”

@faz

DON’T LIMIT YOURSELF TO TESTING. YOU NEED TO BE CONVINCING TOO.

@faz

PICTURES ARE THE QUICKEST WAY TO ADD POLISH TO YOUR PROTOTYPES

@faz

DON’T USE LORUM IPSUM. DON’T PHONE-IN THE PHOTO EITHER.

USE REAL IMAGES.

@faz

DON’T USE LORUM IPSUM. DON’T PHONE-IN THE PHOTO EITHER.

WHAT’S THE STORY IN THE IMAGE?

JEFF VEEN — VP PRODUCT, ADOBE

“The thing that I found work the best… Start with the end product and work your way back.”

@faz

THANKS FOR LISTENING

This presentation will be posted here: [link]

@faz