UX STRAT 2014: Jim Kalbach, "Applying 'Jobs to be Done' to UX Strategy"

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A case study of how Turner Broadcasting approached creating a multichannel experience for March Madness Live that extended from Android and iPhones to iPads and desktops. The presentation will cover how the pillars of the cool project where implemented in the product, what worked and what did not work and how the UX design strategy set the team up for continued success. The user-centered view of the interactions and experience led to the fulfillment of the business goals of improving the brand image which is expressed in the title of the presentation "March Madness is my BFF!" This is one of thousands of tweets expressing the joy fans felt while using the application.

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Applying Jobs-to-be-done

to UX Strategy

Jim Kalbach

Sept 2014

@JimKalbach

Principal UX Designer Citrix

LIS Degree Rutgers University

#jtbd

The job, not the customer,

is the fundamental unit of

analysis for a marketer who

hopes to develop products

that customers will buy.

CLAYTON CHRISTENSEN et al.“Marketing Malpracitce,“ HBR 2005

JTBD

1. Understand users

2. Map JTBD

3. Identify opportunities

4. Align efforts

1. Understand Users

39 interviews/observations

68 hours of audio

1,488 pages of text

793,281 words

1,716 descrete tasks

Indi Young, Mental Models. Rosenfeld Media, 2008.

A mental model helps you

visualize how your business

strategy looks compared to the

existing user experience. Thus,

it is a diagram that can support

your experience strategy.

2. Map JTBD

Find photos

on computer

Upload

photos to edit

online

Find photos

uploaded

from phone

Search photo

library on

mobile phone

Get photos

from social or

cloud service

Find photos

on the go

Look in

organized file

structure

Dig through

unorganized

photos

Find Photos

Find photos

on computer

Upload

photos to edit

online

Find photos

uploaded

from phone

Search photo

library on

mobile phone

Get photos

from social or

cloud service

Find photos

on the go

Look in

organized file

structure

Dig through

unorganized

photos

Find PhotosGoal Space

Tower

Tasks

Find photos

on computer

Upload

photos to edit

online

Find photos

uploaded

from phone

Search photo

library on

mobile phone

Get photos

from social or

cloud service

Find photos

on the go

Look in

organized file

structure

Dig through

unorganized

photos

File Transfer Search

Mobile App

Find PhotosGoal Space

Tower

Tasks

Support

2. Map JTBD

Tasks, towers, goals

=

JTBD

Support

Features

Products

Services

2. Map JTBD

Map Future Concepts

3. Identify Opportunites

TONY ULWICK

Importance

Satisfaction

Importance

Satisfaction

Importance

Minimize my effort to find photos on my computer

Desired Outcomes Statements

Minimize my effort to find photos on my computer

Desired Outcomes Statements

MinimizeReduce

MaximizeIncrease

Direction

Minimize my effort to find photos on my computer

Desired Outcomes Statements

MinimizeReduce

MaximizeIncrease

TimeAccessAbilityEffort

Direction Unit

Minimize my effort to find photos on my computer

Desired Outcomes Statements

MinimizeReduce

MaximizeIncrease

TimeAccessAbilityEffort

Direction Unit Qualifier or action

Minimize my effort to find photos on my computer

1 2 3 4 5 6 7 8 9 10

Very low Very high

A. How important is this to you?

B. How well is this currently being satisfied?

Desired Outcomes Survey

Calculate Opportunity Scores

9

Importance

3

Satisfaction

Satisfaction Gap6

Importance + Satisfaction Gap = Opportunity score

9 + 6 = 15

4. Align Efforts

Do 1st

Do 2nd

4. Align Efforts

Do last

“It’s great to have this data to help make

informed decisions. I’m looking forward

to incorporating it more and more.”

PRODUCT LEAD

a. Concepts

b. Messaging

c. Differentiators

Outcomes

a. Concepts

Desired Outcomes as heuristics: does the concept help or hurt?

b. Messaging

Shift language to reflect JTBD

BEFORE

Our automated photo indexing is the best in the industry

AFTER

Find photos on your computer with less effort thanks to our smart indexing

c. Differentiators

Pe

rfo

rma

nc

e

JTBD

Us Them 1 Them 2

“The greatest competitor [in

tax software] … was not in the

industry. It was the pencil. The

pencil is a tough and resilient

substitute. Yet the entire

industry had overlooked it.”

Quoted in: The Myths of Innovation, SCOTT BERKUN, 2007

SCOTT COOK

Founder of Intuit

[On Arenas]: The driver of

categorization will in all

likelihood be the outcomes

that particular customers

seek (“jobs to be done”) and

the alternative ways those

outcomes might be met.

The End of Competitive Advantage, 2013

RITA GUNTHER MCGRATH

JTBD

1. Understand users

2. Map JTBD

3. Identify opportunities

4. Align efforts

JTBD

1. Understand users

2. Map JTBD

3. Identify opportunities

4. Align efforts

5. Redefine markets

Danke schön

@JimKalbach

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