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Page 1: Product UI/UX : How a product takes shape

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PRODUCT UI/UX HOW A PRODUCT TAKES SHAPE

Amanjot Malhotra

@amanmalhotra911

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DESIGNING UI/UX BRANDING DEVELOPMENT MARKETING STARTUPS

ACTIWATE Visit www.actiwate.in for any requirements or mail at [email protected]

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METHODS USED

1. REQUIREMENTS 2. BRAINSTORMING 3. DELIVERY

— Service Blueprint

— Consumer Journey Map

— Personas

— Ecosystem Map

— Stakeholders Interviews

— Storyboards

— Value Proposition

— Sitemap

— Features Roadmap

— Use Cases and Scenarios

— User Flow

— Usability Testing

— A/B Testing

— Wire-framing

— Prototyping

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REQUIREMENTS

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SERVICE BLUEPRINT1. A map that displays all the touchpoints of the consumer

with your brand, as well as the key internal processes involved in it.

2. Useful to visualize the path followed by consumers across multiple channels and how you could improve the flow.

3. The traditional blueprints –as they are used in disciplines like architecture, product design and engineering- are instruments for building, standardizing, communicating, planning and sharing the project.

4. While, if we think at how the blueprints are used in service design, we can notice that they give just partial representation of how a service works: they provide a detailed visualization of the actions and processes, without looking at the motivational and emotional sides.

5. The solution proposed improves this aspect By adding more layers of information inside the diagram, like the emotions line and the color-coded emotional states.

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CONSUMER JOURNEY MAP1. The customer journey map is an oriented graph that

describes the journey of a user by representing the different touchpoints that characterize his interaction with the service.

2. In this kind of visualization, the interaction is described step by step as in the classical blueprint, but there is a stronger emphasis on some aspects as the flux of information and the physical devices involved.

3. At the same time there is a higher level of synthesis than in the blueprint: the representation is simplified trough the loss of the redundant information and of the deepest details.

4. A blank journey worksheet and a set of cards representing the touchpoints are needed to set the ground for the activity

5. The cards provide a visual support that facilitate understanding and assembling the sequence of activities and touchpoints that characterize the service experience.

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PERSONAS1. From all over the techniques and tools related to design

process and User experience, only personas appears as a consistent common denominator, even in methods against the use of extensive “deliverables” as Lean UX.

2. Most of the point of view agree in that the secret of a great user experiences strategy lies on this tool, even so the building process varies significantly.

3. Probably the most important reason to create personas is to set a common understand of the final user. So that a coherent strategy is defined that will result in a product/service that is user oriented and meet the user goals.

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ECOSYSTEM MAP1. A visualization of the company’s digital properties, the

connections between them, and their purpose in the overall marketing strategy. Gives you insights around how to leverage new and existing assets to achieve the brand’s business goals.

2. Useful to visualize the path followed by consumers across multiple channels and how you could improve the flow.

3. The traditional blueprints –as they are used in disciplines like architecture, product design and engineering- are instruments for building, standardizing, communicating, planning and sharing the project.

4. While, if we think at how the blueprints are used in service design, we can notice that they give just partial representation of how a service works: they provide a detailed visualization of the actions and processes, without looking at the motivational and emotional sides.

5. The solution proposed improves this aspect By adding

more layers of information inside the diagram, like the emotions line and the color-coded emotional states.

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STAKEHOLDERS INTERVIEW1. Scripts for interviewing key stakeholders in a project, both

internal and external, to gather insights about their goals. It helps prioritize features and define key performance indicators (KPIs).

2. Useful to visualize the path followed by consumers across multiple channels and how you could improve the flow.

3. The traditional blueprints –as they are used in disciplines like architecture, product design and engineering- are instruments for building, standardizing, communicating, planning and sharing the project.

4. While, if we think at how the blueprints are used in service design, we can notice that they give just partial representation of how a service works: they provide a detailed visualization of the actions and processes, without looking at the motivational and emotional sides.

5. The solution proposed improves this aspect By adding more layers of information inside the diagram, like the

emotions line and the color-coded emotional states.

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STAKEHOLDERS INTERVIEW CHECK-LIST— PROJECT VISION

1. What is your vision for this offering?2. What defines success for this project?3. What are the potential pitfalls (i.e. what keeps you up at

night about this project)?

— USERS

1. Different types of users (salesperson vs supervisor vs analyst)

2. Who is primary?3. Role(s)?4. Typical Background?5. Defining Attribute?

— VALUE PROPOSITION1. What problems do users have that this offering solves?2. What is the core value prop of the offering?3. What are the main marketing messages?

— COMPETITION

1. What similar tools are in use today?2. Target Market? Value Proposition?3. What are their relative strengths/weaknesses?4. How is this offering different?

— YOUR CUSTOMERS

1. Target market(s)?2. What role is your team selling to?3. What problem do they have that their offering solves?4. Who is their competition?5. How are they differentiated?

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STAKEHOLDERS INTERVIEW CHECK-LIST— PROCESS & WORKFLOW (example questions here for a

Salesperson role)

1. What is the nature between the salesperson and their customer?

2. How does the salesperson know when it is time to engage with a customer? Are there multiple types of engagements? Are there other key patterns (e.g. cyclical patterns, size of company, level of customer savvy-ness, industry, etc.)

3. How do they prepare? How do they work with? What tools do they use?

4. How do they engage? What is the first step? And the next (and so on)? How does the engagement end?

5. What frustrations/ pain points do they experience with their current process?

— CONTEXT OF USE

1. What tools do they use today? Where do those tools fit?

(collect screenshots, printouts, any relevant articles if possible)

2. What data points do they collect today? What insight are they able to share with customers today? How do they share it? What does it look like?

3. What’s missing in the current process that this tool will provide?

4. Where do you imagine your new (or redesigned) offering will fit?

— USER GOALS

1. What defines success? (if an experience goes well, what happens, commission? bonus?)

2. What are bad results? (If an experience doesn’t go well, what happens?)

3. If users had a “magic wand” and could wish for anything to make the process better, what would they wish for?

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BRAINSTORMING

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STORY BOARDS1. A comic strip that illustrates the series of actions that

consumers need to take while using the product. Translates functionalities into real-life situations, helping designers create empathy with the consumer while having a first look at the product scope.

2. Useful to visualize the path followed by consumers across multiple channels and how you could improve the flow.

3. The traditional blueprints –as they are used in disciplines like architecture, product design and engineering- are instruments for building, standardizing, communicating, planning and sharing the project.

4. While, if we think at how the blueprints are used in service design, we can notice that they give just partial representation of how a service works: they provide a detailed visualization of the actions and processes, without looking at the motivational and emotional sides.

5. The solution proposed improves this aspect By adding

more layers of information inside the diagram, like the emotions line and the color-coded emotional states.

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VALUE PROPOSITION1. A reductive process in the early stages of product definition

that maps out the key aspects of it: what it is, who it is for and when/where it will be used. Helps the team narrow down and create consensus around what the product will be.

2. When you’re starting a new project or a new company you need quick and dirty tools to help you focus on executing things faster and better. Good strategy tools exist only to help you focus on getting the right things done. The value proposition canvas is a simple tool that quickly gets you to the ‘minimum viable clarity’ required to start building and testing.

3. The value proposition sits at the pivot point of the entire business model. Mapping the business model of a new product or service is one of the most important parts of building a business strategy. Strategy frameworks have traditionally been the domain of MBAs but they are so important that these days the tools have been democratized for use by entrepreneurs, designers and technical teams.

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SITEMAP1. One of the most iconic IA deliverables, consists of a

diagram of the website’s pages organized hierarchically. It makes it easy to visualize the basic structure and navigation of a website.

2. They show how the navigation should be structured

3. They help identify where content will sit and what needs to be produced

4. They help show the relationship between different pages

5. They provide a structure upon which to begin estimates for development

6. They are the first tangible deliverable showing what you will be creating

Reference : http://www.thedesigngym.com/service-design-blueprint

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FEATURES ROADMAP1. A product’s evolution plan with prioritized features. It could

be a spreadsheet, a diagram or even a bunch of sticky notes. Shares the product strategy with the team and the road that needs to be taken to achieve its vision.

2. Think of your roadmap as a strategic communication document. Its purpose is to show your team and other stakeholders what your product vision is and what the high-level initiatives will be to get there. It’s not a device for showing off every last nook and cranny of your development plan, and doesn’t need to include your list of specific bugs or minor features you want to get out the door.

3. Now, realistically, as a product manager, you probably do have a list of bugs and little items that need to be addressed and moved through development. This is fine, but remember that at that point (when you’re helping the development team move items in and through their Kanban/Sprint/Backlog/whatever), you’re playing the role of a project manager or product owner rather than the

product manager. The roadmap is a product management document and should live separately.

4. Leave out the dates. You don’t know what the expected delivery dates are for anything that goes beyond a couple weeks – i.e. the length of a sprint, or however long ahead your team specifically plans out as a distinct project or deliverable – and so you shouldn’t fake it! Putting a date on a roadmap, even if it’s vague like ‘Q3 2016’, will more often than not end up setting expectations you don’t deliver on and cause undue stress and finger-pointing among various stakeholders. While ideally, as the awesome product manager that you are, you’d like to think that you can put a rough estimate on something and stick to it, your estimates suck (from a great book called Rework I recommend everyone reads!). You don’t know what bugs are going to creep up and change your plans, and even if you did, by the time you get to ‘Q3 2016’, your product strategy might need to adapt and change based on what’s going on in the market, your users, your competition, etc.

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USE CASES AND SCENARIOS1. A comprehensive list of scenarios that happen when users

are interacting with the product: logged in, not logged in, first visit etc. Ensures that all possible actions are thoroughly considered, as well as the system behavior in each scenario.

2. Use cases are necessary, due to the fact that they will demonstrate how systems react when they are utilized. A use case describes how a system helps a user achieve their objective. Unlike a user scenario, a use case is more orientated to the system’s habits instead of the user. The language in which a use case is composed will be basic and the writer of a use case must avoid technical terminology. A use case will not consist of too much context about the user or their emotional feedback to an interaction.

3. Use cases are necessary, due to the fact that they will demonstrate how systems react when they are utilized. A use case describes how a system helps a user achieve their objective. Unlike a user scenario, a use case is more orientated to the system’s habits instead of the user. The

language in which a use case is composed will be basic and the writer of a use case must avoid technical terminology. A use case will not consist of too much context about the user or their emotional feedback to an interaction.

4. What is even more intriguing is what make use of stories in the specification. These consist of non-functional requirements– there is no organized ways of recording quality requirements in user tales. One issue is that numerous quality requirements are revealed at a system level. It begs the question where crucial quality requirements can be specified. User tales are developed not to include requirements of behavior.

5. This needed habits is intended to arise from communication in between users and designers. Also there are no characteristics of the specified system recorded. The various other vital requirements aspect that is not documented straight in user stories is the quantifiable fit requirements

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DELIVERY

3

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USER FLOW1. A visual representation of the user’s flow to complete tasks

within the product. It’s the user perspective of the site organization, making it easier to identify which steps could be improved or redesigned.

2. Flows are just as important to good interfaces as individual screens are. Customers don’t land on screens from out of nowhere. Specific sequences of actions lead customers through your app as they try to accomplish their tasks.

3. But as important as they are, flows are hard to communicate during the design process. Drawing out every state of a flow is too time-consuming. And drawings become instantly outdated as screens change. On the other extreme, flows written down into stories or paragraphs are hard to reference and they don’t easily decompose into checklists for design and review.

4.

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USABILITY TESTING1. One-to-one interviews in which the user is asked to

perform a series of tasks in a prototype or a product. Validates and collects feedback of flows, design and features.

2. One of the best parts about this kind of testing is that it can be done with almost anything, from concepts drawn on the back of napkins to fully functioning prototypes. Steve Krug recommends testing things earlier than we think we should and I agree – get out of the building as soon as possible.

3. Test what the product could be so as to shape what the product should be. Even loosely defined UI sketches can be a great way to evaluate a future product. In fact, recent research shows that lower-fidelity prototypes can be more valuable concerning both high and low-level user interactions.

4. Where we conduct tests affects how we perform and document our work. For instance, if we’re testing a new mobile app for a retail chain, we might go to the store itself

and walk the aisles; if we’re working on “general” office software, we might test it with coworkers in a different part of the office; etc. The point is: let context drive the work.

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A/B TESTING1. At its core, A/B testing is exactly what it sounds like: you

have two versions of an element (A and B) and a metric that defines success. To determine which version is better, you subject both versions to experimentation simultaneously. In the end, you measure which version was more successful and select that version for real-world use.

2. This is similar to the experiments you did in Science 101. Remember the experiment in which you tested various substances to see which supports plant growth and which suppresses it. At different intervals, you measured the growth of plants as they were subjected to different conditions, and in the end you tallied the increase in height of the different plants.

3. A/B testing on the Web is similar. You have two designs of a website: A and B. Typically, A is the existing design (called the control), and B is the new design. You split your website traffic between these two versions and measure their performance using metrics that you care about (conversion rate, sales, bounce rate, etc.). In the end, you select the version that performs best.

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A/B TESTING – HOW ITS DONE— What To Test?

— Your choice of what to test will obviously depend on your goals. For example, if your goal is to increase the number of sign-ups, then you might test the following: length of the sign-up form, types of fields in the form, display of privacy policy, “social proof,” etc. The goal of A/B testing in this case is to figure out what prevents visitors from signing up. Is the form’s length intimidating? Are visitors concerned about privacy? Or does the website do a bad job of convincing visitors to sign up? All of these questions can be answered one by one by testing the appropriate website elements.

— Even though every A/B test is unique, certain elements are usually tested:

1. The call to action’s (i.e. the button’s) wording, size, color and placement

2. Headline or product description,3. Form’s length and types of fields,4. Layout and style of website,

5. Product pricing and promotional offers,6. Images on landing and product pages,7. Amount of text on the page (short vs. long).

— Create Your First A/B Test

— Once you’ve decided what to test, the next step, of course, is to select a tool for the job. If you want a free basic tool and don’t mind fiddling with HTML and JavaScript, go with Google Website Optimizer. If you want an easier alternative with extra features, go with Visual Website Optimizer (disclaimer: my start-up). Other options are available, which I discuss at the end of this post. Setting up the core test is more or less similar for all tools, so we can discuss it while remaining tool-agnostic.

— You can set up an A/B test in one of two ways:

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A/B TESTING – HOW ITS DONE1. Replace the element to be tested before the page loads. If

you are testing a single element on a Web page—say, the sign-up button—then you’ll need to create variations of that button (in HTML) in your testing tool. When the test is live, the A/B tool will randomly replace the original button on the page with one of the variations before displaying the page to the visitor. The call to action’s (i.e. the button’s) wording, size, color and placement etc.

2. Redirect to another page, if you want to A/B test an entire page—say, a green theme vs. a red theme—then you’ll need to create and upload a new page on your website. Form’s length and types of fields.

3. Once you have set up your variations using one of these two methods, the next step is to set up your conversion goal. Typically, you will get a piece of JavaScript code, which you would copy and paste onto a page that would represent a successful test were a visitor to arrive there. For example, if you have an e-commerce store and you are

testing the color of the “Buy now” button, then your conversion goal would be the “Thank you” page that is displayed to visitors after they complete a purchase.

4. As soon as a conversion event occurs on your website, the A/B testing tool records the variation that was shown to the visitor. After a sufficient number of visitors and conversions, you can check the results to find out which variation drove the most conversions. That’s it! Setting up and running an A/B test is indeed quite simple.

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A/B TESTING – DO`S1. Know how long to run a test before giving up. Giving up

too early can cost you because you may have gotten meaningful results had you waited a little longer. Giving up too late isn’t good either, because poorly performing variations could cost you conversions and sales. Use a calculator (like this one) to determine exactly how long to run a test before giving up.

2. Show repeat visitors the same variations. Your tool should have a mechanism for remembering which variation a visitor has seen. This prevents blunders, such as showing a user a different price or a different promotional offer.

3. Make your A/B test consistent across the whole website. If you are testing a sign-up button that appears in multiple locations, then a visitor should see the same variation everywhere. Showing one variation on page 1 and another variation on page 2 will skew the results.

4. Do many A/B tests. Let’s face it: chances are, your first A/B

test will turn out a lemon. But don’t despair. An A/B test can have only three outcomes: no result, a negative result or a positive result. The key to optimizing conversion rates is to do a ton of A/B tests, so that all positive results add up to a huge boost to your sales and achieved goals.

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A/B TESTING – DON`TS1. When doing A/B testing, never ever wait to test the

variation until after you’ve tested the control. Always test both versions simultaneously. If you test one version one week and the second the next, you’re doing it wrong. It’s possible that version B was actually worse but you just happened to have better sales while testing it. Always split traffic between two versions.

2. Don’t conclude too early. There is a concept called “statistical confidence” that determines whether your test results are significant (that is, whether you should take the results seriously). It prevents you from reading too much into the results if you have only a few conversions or visitors for each variation. Most A/B testing tools report statistical confidence, but if you are testing manually, consider accounting for it with an online calculator.

3. Don’t surprise regular visitors. If you are testing a core part of your website, include only new visitors in the test. You want to avoid shocking regular visitors, especially

because the variations may not ultimately be implemented.

4. Don’t let your gut feeling overrule test results. The winners in A/B tests are often surprising or unintuitive. On a green-themed website, a stark red button could emerge as the winner. Even if the red button isn’t easy on the eye, don’t reject it outright. Your goal with the test is a better conversion rate, not aesthetics, so don’t reject the results because of your arbitrary judgment.

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WIREFRAMING1. A visual guide that represents the page structure, as well as

its hierarchy and key elements. Useful to discuss ideas with team members and clients, and to assist the work of designers and developers.

2. One of the best parts about this kind of testing is that it can be done with almost anything, from concepts drawn on the back of napkins to fully functioning prototypes. Steve Krug recommends testing things earlier than we think we should and I agree – get out of the building as soon as possible.

3. Test what the product could be so as to shape what the product should be. Even loosely defined UI sketches can be a great way to evaluate a future product. In fact, recent research shows that lower-fidelity prototypes can be more valuable concerning both high and low-level user interactions.

4. Where we conduct tests affects how we perform and document our work. For instance, if we’re testing a new mobile app for a retail chain, we might go to the store itself

and walk the aisles; if we’re working on “general” office software, we might test it with coworkers in a different part of the office; etc. The point is: let context drive the work.

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USES OF WIREFRAMES— Wireframes may be utilized by different disciplines.

Developers use wireframes to get a more tangible grasp of the site’s functionality, while designers use them to push the user interface (UI) process. User experience designers and information architects use wireframes to show navigation paths between pages.

— Business Analysts use wireframes to visually support the business rules and interaction requirements for a screen.

— Business stakeholders review wireframes to ensure that requirements and objectives are met through the design. Professionals who create wireframes include business analysts, information architects, interaction designers, user experience designers, graphic designers, programmers, and product managers.

— Working with wireframes may be a collaborative effort since it bridges the information architecture to the visual design. Due to overlaps in these professional roles, conflicts may occur, making wire framing a controversial

part of the design process. Since wireframes signify a “bare bones” aesthetic, it is difficult for designers to assess how closely the wireframe needs to depict actual screen layouts.

— To avoid conflicts it is recommended that business analysts who understand the user requirements, create a basic wire frame and then work with designers to further improve the wireframes. Another difficulty with wireframes is that they don’t effectively display interactive details because they are static representations.

— Modern UI design incorporates various devices such as expanding panels, hover effects, and carousels that pose a challenge for 2-D diagrams.

— Wireframes may have multiple levels of detail and can be broken up into two categories in terms of fidelity, or how closely they resemble the end product.

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WIREFRAMING – LOW FIDELITY1. Resembling a rough sketch or a quick mock-up, low-fidelity

wireframes have less detail and are quick to produce. These wireframes help a project team collaborate more effectively since they are more abstract, using rectangles and labeling to represent content.

2. Dummy content, Latin filler text (lorem ipsum), sample or symbolic content are used to represent data when real content is not available.is: let context drive the work.

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WIREFRAMING – HIGH FIDELITY1. High-fidelity wireframes are often used for documenting

because they incorporate a level of detail that more closely matches the design of the actual webpage, thus taking longer to create.

2. For simple or low-fidelity drawings, paper prototyping is a common technique. Since these sketches are just representations, annotations—adjacent notes to explain behavior—are useful. For more complex projects, rendering wireframes using computer software is popular.

3. Some tools allow the incorporation of interactivity including Flash animation, and front-end web technologies such as, HTML, CSS, and JavaScript.

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PROTOTYPING1. One-to-one interviews in which the user is asked to

perform a series of tasks in a prototype or a product. Validates and collects feedback of flows, design and features.

2. One of the best parts about this kind of testing is that it can be done with almost anything, from concepts drawn on the back of napkins to fully functioning prototypes. Steve Krug recommends testing things earlier than we think we should and I agree – get out of the building as soon as possible.

3. Test what the product could be so as to shape what the product should be. Even loosely defined UI sketches can be a great way to evaluate a future product. In fact, recent research shows that lower-fidelity prototypes can be more valuable concerning both high and low-level user interactions.

4. Where we conduct tests affects how we perform and document our work. For instance, if we’re testing a new mobile app for a retail chain, we might go to the store itself

and walk the aisles; if we’re working on “general” office software, we might test it with coworkers in a different part of the office; etc. The point is: let context drive the work.

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REFERENCES— https://uxdesign.cc

— http://www.wireframeshowcase.com/

— http://uxmag.com/

— http://theuxreview.co.uk/

— http://www.ixda.org/

— http://www.mindtheproduct.com/

— http://ux.walkme.com/

— https://uxapprentice.wordpress.com

— http://www.uxbooth.com/

— https://www.smashingmagazine.com

— http://www.wired.com/

— https://signalvnoise.com

— http://cognition.happycog.com/

— http://www.uxapprentice.com/

— http://boxesandarrows.com/

— http://www.ux-lady.com/

— http://www.thedesigngym.com/

— http://www.servicedesigntools.org/

— http://www.storyboardthat.com/

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THANK YOU!QUESTIONS?

amanmalhotra911 @amanmalhotra911 [email protected]