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Center for Development Excellence UX Discovery Case Study and Work Product 1

Center for Development Excellence UX Discovery Case Study and Work Product 1

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Center for Development Excellence

UX Discovery Case Study and Work Product

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User Experience Lead, Information Architect & UX/Usability Consultant

Bryan Daniel

UX

For a successful customer experience (emerging device, enterprise application, web

marketing or web app project), you need someone who can

•Collaborate closely in an Agile Definition team and with a Delivery team to ensure that the desired user experience is delivered!

• Effectively translate “the ask” and requirements of the Business to IT & Creative…

• Elicit and elaborate the user stories: needs, tasks and goals of the user …

•Guide and collaborate with the Agile team stakeholders with the Business owners

utilizing best practices and thought leadership…

•Define the user experience with user stories, wireframes, mockups, prototypes, style guides & supporting documentation…

I’m that someone

Bridging the Gap

• Systematically research the user’s needs and become their advocate…

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CDE UX Discovery & Recommendations

Working on client site for 3 days and then remotely from home

in Arlington, TX for 5 weeks, as User Experience Strategist,

employing a user-centered design approach, a discovery

process of interviews and site analysis to document current

stakeholder, company and user needs, to establish user

profiles and strategic direction as drivers for final

recommendations.• UX best practices • System Architecture

• Engagement Strategy • Content Management System

• Card Sorting • Email Service Provider

• Content Strategy • Mobile user experience

Challenge

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CDE UX Discovery & RecommendationsGoal: Client requirements gathering, assess current user experience and navigation, then make recommendations for improvements to user experience and site‘s information architecture. Recommendations for integration of third-party eCommerce, marketing and online training applications with traditional online and mobile considerations for primarily non-domestic delivery.

• User experience analysis of www.cderesources.com

• Facilitated and conducted • Content analysis and card-sorting• User interviews and workshops• User task analysis• Analysis of user interviews

• Recommendations for user engagement and content strategy

• Final recommendations documentation and presentation

• Requirements gathering and documentation

• Initially acting in BA role & transitioned to UX Designer role• CDE Critical Success Factors• General Requirements• Marketing and Email Requirements• E-Commerce Requirements• Content Management System Requirements• Course Management Requirements• Mobile Requirements

• High-level architecture

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Deliverables

CDE Site ResearchDeliverables

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Discovery & Card Sorting

# Primary Function Description1 Site Registration Encourages the user to engage with CDE to opt-in for access to current and future unique information.

Streamlines the registration and purchase process.

2 Training & Courses CDE Seminars registration for:• Master's Certificate Program• USAID Seminars• CDE e-Learning modules• Events

3 About CDE Description of: • CDE• It’s history • It’s mission

4 Resources • Local Compensation Plans• White papers• Internet References• Software • Subscription Newsletter

5 Testimonials Testimonials from former training participants about:• How the CDE training courses helped them enhance the capacity of their organization’s local development

practitioners.• How they are now better positioned to bid on, win, and implement donor assistance projects.

6 Shopping Cart Functionality that allows the user to select one or multiple courses and/or items (Books, content subscriptions, etc.) and offers options to purchase the selected items. Displays discounts and total charges.

7 Careers (Future) Offering job opening postings and career development resource content, either through a strategic partnership with an organization such as Devex or with originally developed content.

8 Blog The CDE blog, usually maintained by an individual, provides regular entries of commentary, descriptions of events and will provide news on a particular subject. It will need to be determined if the CDE blog will enable the readers to leave comments in an interactive format as part of the blog.

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Deliverables

CDE Site RecommendationsDeliverables

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CDE Site RecommendationsDeliverables

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Proposed Home Page WireframeDeliverables

# Primary Function1 Site Registration

2 Training and Courses

3 About CDE

4 Resources

5 Testimonials

6 Shopping Cart

7 Careers (Future)

8 Blog (Exists on Current Site)

9 MyCDE

10 NavLinks

11 Development News (Future)

12 Promotional Area (Future)

13 Logo – Links to Home

14 Header Graphic

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2 3 5 8 4 9

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CDE Web Site ArchitectureDeliverables

Initial Recommended State

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Defined architectureand UX to completely redesign CDEhome.org to create a position of de facto leadership and deploy a sophisticated eCommerce environment to build a strong revenue generator.  

CDE Web Site Architecture

Deliverables Recommended Future System State

Future architecturestate recommended to deploy a sophisticated eCommerce environment, to include:

•CRM•eCommerce•eLearning Mgmt System•Automated Email System•CMS•Registration

System•Consolidated Db

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For a User Experience that gets results

UX Contact [email protected]

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