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V1.2 Hands-On Task Management: From Interaction Design to Web Strategy Mike Atyeo J Boye Tutorial Tuesday May 3, 2011

Hands-On Task Management: From Interaction Design to web Strategy

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Page 1: Hands-On Task Management: From Interaction Design to web Strategy

V1.2

Hands-On Task Management: From Interaction Design to Web Strategy

Mike AtyeoJ Boye TutorialTuesday May 3, 2011

Page 2: Hands-On Task Management: From Interaction Design to web Strategy

www.neoinsight.com Copyright © Customer Carewords Ltd. www.customercarewords.com

Contacts

Phone (613) 271-3001Email [email protected] Web www.neoinsight.com Mail Suite 374

300 Earl Grey DriveOttawa, OntarioCanada K2T 1C1

Gord Hopkins

Mike Atyeo

Scott Smith

Strategic design(613) 271-3001 [email protected]

User Experience Specialist (613) 271-3001 [email protected]

Competitive strategy (613) 271-3001 [email protected]

Lisa FastExperience Designer (613) 271-3001 [email protected]

Page 3: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 3© Copyright 2011 Neo Insight Inc.

J Boye Tutorial: Hands-On Task Management: From Interaction Design to Web Strategy

Introduction(s)

The Top Task Law

1. Round in Circles: Sweat the small task-oriented stuff

2. Top Tasks on the Home Page

3. Faces, images, banners and attention: Task-oriented R&D

4. Create a culture of testing

5. Organizing the Task-focused organization

Page 4: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 4© Copyright 2011 Neo Insight Inc.

Going the J Boye way...

“I really like this conference format and the composition of the audience, because you’re not bothered by vendors, not bored by consultants, but you meet a lot of experts with whom you can share experiences.”

“At many conferences, the main question is: “what should we do?”, which is always theoretical, but here it is: “how did you do it?”

“Many thanks for a great conference. I found the day really useful and came back buzzing with ideas.”

Page 5: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 5© Copyright 2011 Neo Insight Inc.

Page 6: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 6© Copyright 2011 Neo Insight Inc.

The 3 key changes to website strategy

1. Manage tasks Not websites Get the focus off technology and silos

2. Prioritise resources around top tasks Use the ‘long neck’ to focus

3. Measure task performance As a key, continuous organizational performance indicator Data on behaviour (not opinion)

Page 7: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 7© Copyright 2011 Neo Insight Inc.

Challenges

Page 8: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 8© Copyright 2011 Neo Insight Inc.

Web phrenology There are usability issues we see time and time again – they’re

common to most organizations

There are also recommendations we make that clients find hard to implement – there are common challenges and barriers

Lisa Welch

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J Boye presentation 9© Copyright 2011 Neo Insight Inc.

Problem Statement

Category Category

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Category

CauseCause

Cause

Cause

Cause

Cause

Category

CauseCause

Cause

Cause

Cause

Cause

Category

Page 10: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 10© Copyright 2011 Neo Insight Inc.

279%

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J Boye presentation 11© Copyright 2011 Neo Insight Inc.

The Top Task Law

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J Boye presentation 12© Copyright 2011 Neo Insight Inc.

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J Boye presentation 13© Copyright 2011 Neo Insight Inc.

Amdahl’s LawPerformance improvement is proportional to how much a program uses the thing you improved.

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J Boye presentation 14© Copyright 2011 Neo Insight Inc.

Top task identification Not all tasks are equal - the top 4 tasks garnered

the same number of votes as the bottom 43

1. Find a Person2. Procedures, Policies...

3. Corporate News

4. Training, Learning

30,000 Intranet users... 4 Countries...

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J Boye presentation 15© Copyright 2011 Neo Insight Inc.

0

100

200

300

400

500

600

700

800

900

1000

1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52 55 58 61 64 67 70 73 76 79 82 85 88 91

Carewords

Vo

te

Tasks

The Long Neck

15

Target audiences’ votes on their top tasks

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J Boye presentation 16© Copyright 2011 Neo Insight Inc.

Not Quite

there

yetThe Top Task Law

Performance improvement is proportional to how much your users use the thing you improved.

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J Boye presentation 17© Copyright 2011 Neo Insight Inc.

The Top Task Law

Tasks supported by your website

Priority tasks users want to do on your website

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J Boye presentation 18© Copyright 2011 Neo Insight Inc.

The Top Task Law

Total website quality improvement is proportional to the frequency and importance of the improved tasks to users.

Corollary

To get the biggest ROI on improvements to your website, concentrate on improving the most frequent and important user tasks.

Page 19: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 19© Copyright 2011 Neo Insight Inc.

Aside...

http://www.slideshare.net/lrosenfeld/redesign-must-die

Page 20: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 20© Copyright 2011 Neo Insight Inc.

Round in Circles: Sweat the small

task-oriented stuff

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J Boye presentation 21© Copyright 2011 Neo Insight Inc.

Top paths on top library pages

HOME

E-Library E-Reserves Departments

Netdoc/Subject

E-Journals(alpha)

Netdoc/Title

HOME DepartmentsE-Library HOMEE-Journals

(alpha)E-Library

EXIT:

61%

CIRCULAR: 17%

CIRCULAR: 15% CIRCULAR: 12%CIRCULAR: 5%

21% 5% 5%

23% 22% 18% 11% 9% 18% 11% 5% 3%

ENTER: 76%

EXIT:

9% EXIT:

62%

EXIT:

49%

ENTER: 14%

ENTER: 15%

ENTER: 8%

17%

5% 5%15%

Page 22: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 22© Copyright 2011 Neo Insight Inc.

Challenges

Page 23: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 23© Copyright 2011 Neo Insight Inc.

Page 24: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 24© Copyright 2011 Neo Insight Inc.

Challenges

Page 25: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 25© Copyright 2011 Neo Insight Inc.

Top Tasks on the Home Page

1. Top tasks should be very easy to do quickly, without errors2. Users should be able to start a top task on the Home page

Page 26: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 26© Copyright 2011 Neo Insight Inc.

Page 27: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 27© Copyright 2011 Neo Insight Inc.

Page 28: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 28© Copyright 2011 Neo Insight Inc.

Challenges

Page 29: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 29© Copyright 2011 Neo Insight Inc.

http://redesignland.blogspot.com/

Page 30: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 30© Copyright 2011 Neo Insight Inc.

Page 31: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 31© Copyright 2011 Neo Insight Inc.

Start a Top Task on the home page

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J Boye presentation 32© Copyright 2011 Neo Insight Inc.

Mega-menus bring many top tasks up to the home page

Page 33: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 33© Copyright 2011 Neo Insight Inc.

Page 34: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 34© Copyright 2011 Neo Insight Inc.

Relationship of Task Priority to Information Architecture

1.One or two top tasks can be started on home page

2.Categorized links on home page lead to high priority tasks

3.Medium priority tasks accessible from level 2 landing pages or ‘hub’ pages

4.Low priority tasks start three levels down architecture

5.Maybe some of these shouldn’t even be done on the website

1

2

3

45

Tasks

Vo

tes

Page 35: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 35© Copyright 2011 Neo Insight Inc.

Challenges

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J Boye presentation 36© Copyright 2011 Neo Insight Inc.

“Find a person” test results

115 tests of find a person tasks...

4 companies, 3 countries...

44% Failure rate

14% Disaster

Page 37: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 37© Copyright 2011 Neo Insight Inc.

Time wasted unnecessary / irrelevant email = 30minutes

Estimated cost, 10,000 employee organisation = $152million

If 1% about finding people, cost = $1.52million

CohesiveKnowledge.com shared cumulative results from more than 1,000 corporate employee surveys conducted in 2005 as feedback from their email efficiency workshops

Page 38: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 38© Copyright 2011 Neo Insight Inc.Mary Meeker, 2010

Page 39: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 39© Copyright 2011 Neo Insight Inc.

Faces, images, banners and

attention: Task-oriented R&D

Page 40: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 40© Copyright 2011 Neo Insight Inc.

About faces

Page 41: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 41© Copyright 2011 Neo Insight Inc.

Faces Are Engaging but Still Worth Testing

Each participant started at the same page with one of these 4 conditionsQuantitative: 800 employee participants & qualitative: 40 Eyetracking Participants

Tullis, T., Siegel, M & Sun, E. (2009) Proceedings of the 27th International Conference on Human Factors in Computing Systems, Boston, MA.

Page 42: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 42© Copyright 2011 Neo Insight Inc.

Main Page for Faces Study

Task: How much would you need to increase your 401K contribution so that you get your full match from your employer?

Page 43: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 43© Copyright 2011 Neo Insight Inc.

Impact of images on task time and success

Users were less accurate and took longer with the faces

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J Boye presentation 44© Copyright 2011 Neo Insight Inc.

Where the participants looked: eye-tracking

• Quantitative task study showed what happened.

•The eyetracking revealed the why.

•People tended not to look at the ‘faces’ boxes.

•Despite the fact that a high proportion of the gazes are to the right hand side.

•And the layout of the page directs attention to the right.

•Note that they didn’t glance at the image and ignore it – they didn’t even look at it.

•So this happens subconsciously: people aren’t making a conscious decision to ignore the image.

•And it happens very quickly – within milliseconds.

Page 45: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 45© Copyright 2011 Neo Insight Inc.

Main Page for Faces Study

Task: How much would you need to increase your 401K contribution so that you get your full match from your employer?

Page 46: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 46© Copyright 2011 Neo Insight Inc.

Heatmaps from eyetracking studies: The areas where users looked the most are colored red; the yellow areas indicate fewer views, followed by the least-viewed blue areas. Gray areas didn't attract any fixations. Green boxes were drawn on top of the images after the study to highlight the advertisements.

http://www.useit.com/alertbox/banner-blindness.html

almost no fixations within advertisements

users don't fixate within design elements that resemble ads

Page 47: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 47© Copyright 2011 Neo Insight Inc.

Page 48: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 48© Copyright 2011 Neo Insight Inc.

U.S. Census Bureau home page: 86% of users failed to find the country's current population

http://www.useit.com/alertbox/fancy-formatting.html

Page 49: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 49© Copyright 2011 Neo Insight Inc.

‘Banner blindness’ video example

49

Video example

Page 50: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 50© Copyright 2011 Neo Insight Inc.

Exercise: Concentration

http://www.youtube.com/watch?v=IGQmdoK_ZfY&feature=player_embedded

The way we view a web page is different to the way we use a web page

Page 51: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 51© Copyright 2011 Neo Insight Inc.

Organizing the Task-focused organization

Page 52: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 52© Copyright 2011 Neo Insight Inc.

Manage Tasks, Not Website(s)

From... To...

“Let’s fix the website...” “Let’s fix the Top Tasks...”

Let’s get a new Search Engine...

Ensure the top 50 internal searches return excellent results.

Revising our taxonomy and Information Architecture...

Bringing Top Task links and functionality up the hierarchy.

Let’s buy the (Silver Bullet/ Magic Wand) CMS...

Make sure content for Top Tasks is excellent.

Let’s customize our weblog metrics...

Measuring Top Task performance.

Page 53: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 53© Copyright 2011 Neo Insight Inc.

Allocate scarce resources to the ‘long neck’

How much relative resource to apply

Which 5% of tasks to focus on.

“Strategy renders choices about what not to do as important as choices about what to do... Some managers mistake ‘customer focus’ to mean they must serve all customer needs or respond to every request...”

Michael Porter

Tasks

Page 54: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 54© Copyright 2011 Neo Insight Inc.

Manage users’ tasks5% of a website delivers 25% of its value.

There are a small number of ‘top tasks’ which users prioritize far above others.

These top tasks should be the basis for:•Site architecture•Benchmarking•Allocation of resources•Prioritization of projects•Performance measurement

Tasks

Page 55: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 55© Copyright 2011 Neo Insight Inc.

Matrix organization - responsibilities

Software downloads

Find the right product

Solve a technical problem

etc...

Search Navigation Content Targets & Measures

Managers with responsibility for specific tasks.

Managers with responsibility for specific UX functions.

Page 56: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 56© Copyright 2011 Neo Insight Inc.

Management tools for change

Skills & Training

Process

Responsibility & Reward

Technology

Standards and Guidelines

Targets and Measures

Budgeting, Project Planning

Page 57: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 57© Copyright 2011 Neo Insight Inc.

Page 58: Hands-On Task Management: From Interaction Design to web Strategy

www.neoinsight.com Copyright © Customer Carewords Ltd. www.customercarewords.com

Contacts

Phone (613) 271-3001Email [email protected] Web www.neoinsight.com Mail Suite 374

300 Earl Grey DriveOttawa, OntarioCanada K2T 1C1

Gord Hopkins

Mike Atyeo

Scott Smith

Strategic design(613) 271-3001 [email protected]

User Experience Specialist (613) 271-3001 [email protected]

Competitive strategy (613) 271-3001 [email protected]

Lisa FastExperience Designer (613) 271-3001 [email protected]

Page 59: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 59© Copyright 2011 Neo Insight Inc.

Outputs from tutorial

• Thanks, attendees!

• You may have to download the PPT version to see details of the post-its

• If you have problems: Mike Atyeo (613) 599-7470 [email protected]

Page 60: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 60© Copyright 2011 Neo Insight Inc.

Challenges

Page 61: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 61© Copyright 2011 Neo Insight Inc.

Budgeting, Project Planning

Page 62: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 62© Copyright 2011 Neo Insight Inc.

Targets and measures

Page 63: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 63© Copyright 2011 Neo Insight Inc.

Targets and measures

Page 64: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 64© Copyright 2011 Neo Insight Inc.

Reward and Responsibility

Page 65: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 65© Copyright 2011 Neo Insight Inc.

Skills and Training

Page 66: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 66© Copyright 2011 Neo Insight Inc.

Technology

Page 67: Hands-On Task Management: From Interaction Design to web Strategy

J Boye presentation 67© Copyright 2011 Neo Insight Inc.

Targets and measures