GFW Partner Meeting 2017 - Parallel Discussions 2: Private Sector

GFW PARTNERSHIP MEETINGWASHINGTON, DC | FEBRUARY 8TH & 9TH

PHOTO: CIFOR #GFWPartners17

#GFWPartners17 Presenters: Luiz Amaral, Jane Lloyd and Christo Allegra

PARALLEL DISCUSSIONS 2:PRIVATE SECTOR

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Global Forest Watch Partners Meeting New Product Introduction

DATA RESEARCH AND METHODS

THOUGHT LEADERSHIPPRODUCTS

THE NEW SYSTEM

Public website

New management system

Public info Privately held info

GFW

GFW

A A A

A

B

A

C

X

SPRINTS:Delivery in the next 6-10 months

EXPLORE THE MARATHON:Definition of success?

REMEMBER:innovation happens outside the box

MEETIN

G USERS W

HERE THEY ARE

Description of the need Design Achievement /

impact

Our goalHow will it be

perceived?

Adapted from http://www.tobiasclarsson.com/courses/masters-and-bachelors-courses/theory-and-methodology-for-engineering-product-development-7-5-ects/

Project management overview (10min)- Process of development, follow up from Fall Meeting, how are we tackling issues

raised, progress so far, timeline, how to contribute

Product development (10 min)- Product development strategy, product development creation process.

Q&A (15 min)

Exercise: defining the new product values (20 min)

Exercise: defining a vision of success (30 min)

Wrap up

Project update

Presentation Outline

Product concept recapProduct approach Product updateUser engagementHigh level user requirementsDesign processStrategy & concept progressNext steps and how to participate

15

16

Progress to date

Finance AppDesign

New Platform Design

Commodities AppRe-envisioning

Q2 2016

Q3 Q4 Q1 2017

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World Resources Institute 2016

Finance company user engagement

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Asset ManagersTerra Alpha

International BanksMorgan StanleyUBSCitibank

Multi-lateral banksIIC-IDB Group

Local BanksRabo Bank – BrazilSantander – BrazilBanco Continental – ParaguaySudameris – ParaguayBBVA - Paraguay

ESG Research and Instrument FirmCalvert Investments

22 interview

sessions

2 * 1.5 hours each

20 interviewees

11 different firms


Finance company user engagement

Consumer Goods ManufacturersMars MondelezUnilever

ConsultantsProForest

TradersCargill Bunge

Producers (Processor, Trader)Olam

RetailersWalmart

11 interview

sessions

1 hour each

21 interviewees

8 different firms19


New user requirements

EfficiencyFlexibilitySecurePrioritization

DirectionalityCollaborationStandardizationCentralization

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How we design


Experience foundation

Information* + Behavior

TasksActionsInteractionsOutcomesGoalsFeedbackProcesses

= Workflow

*Distilled to the appropriately observable

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Experience design process

Strategy Concept DesignResearch is fundamental to the design process.

While design research may encompass less rational analyses, great design systems are built on rules for rationale.

Out of this research, strategy emerges and is codified to create primary tenets against which design process outcomes and deliverables are evaluated.

As statistical models are relied on for decision making and design patterns are reused for standardization, unifying concepts and idea driven creative increases in value for information products.

Strong concepts and ideas are what create great product experiences. They provide a method to determine coherence and enable metaphors for adoption and comprehension.

Ideas are cheap and opportunities to implement are rare, design improves the odds of success.

Design is an iterative process from initial sketch to finished product that distills strategy through concept into the actual product. Design communicates ideas through information architecture, content and visual representations.

Design is a verb.

Needs analysisBrand reviewCompetitive analysisData reviewStakeholder interviewsUser interviews

Concept sketchesImpression prototypes Concept directionInteraction modelsWireframes Workflows

Visual designsStyle guidesInteractive prototypes Screencasts Pre-production review

23


Strategy – Mapping experience

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Strategy – Interaction modes

Learn Structure the sequence of analysis creation with steps that explain the process.

Create a workflow focused on teaching users on location entry and mapping to geographical locations.

Provide access to explainer modules that support the interaction flow and connect to video tutorial.

Analyze Present relevant data elements in multiple presentation formats including micrographics that enable users to drill into the specific values and review change over time and location.

Summarize top-level indicators in analysis displays but provide deep linking to the granular data within sortable tabular formats that can be exported to Excel.

Open data queries to offer advanced functionality for custom parameters that enable analysts and managers to view the data in a personalized format.

Monitor Aggregate indicators into dashboards that surface the relevant trends and highlight changes against models.

Integrate alerting and threshold settings into the information display for contextual adjustments.

Visualize dynamic and dimensional information into focused standalone presentations that offer the opportunity to watch real-time trends with minimum manipulation.

Communicate Offer diverse distribution and presentation formats to map to the variety of methods required in institutional workflows.

Enable collaborative sharing of research and analysis in the platform to encourage a team-based approach for research.

Connect professionals back to their primary applications (e-mail, mobile, portals, terminals) for increased engagement.

25


Strategy –Mapping interaction

26


Strategy –Mapping the application

27


Concept – User journeys

28


Concept – Data analysis

29


Concept – Wireframes

30


Concept – Key experience indicators

Organizational AdoptionAre people using it? Are they able to get over the learning curve?Does it work for a variety of roles up to executive level?

Information CaptureAre users able to enter information painlessly?Is information reusable in multiple contexts?

Can the information be aggregated in useful ways?

Risk IntelligenceCan risk be analyzed on a project level against policy?Are risk indicators integrated into other applications?

Is risk intelligence included at the product level?

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Next steps


The timetableDesign Develop Launch

December March SeptemberActivitiesNeeds AnalysisBrand Review User interviewsWorkflow design

User journeysInformation architectureData analysis

Visual designInteraction design

Project team kick-offVendor contractDesign briefingRequirements establishedProject planningCommunication and governance established

Security requirementsUser authentication

HomepageProfile pagesFront end webpagesUser testing Security testing

Backend analyticsImportant data & existing codeVisualize new data layerNew analytical modules

User testingStress testingPenetration testing

User Acceptance testingSmoke testing

User guidesTraining videoWebinar training sessionOnboarding of usersCommunications

User survey

DeliverablesDesign Tenets Interaction Model Experience Brief Preliminary Visual Direction Implementation Guide

Personas

Storyboards User Journeys Key Wireframes

Information Architecture Visualization(App & Report)

Primary Workflows

Style guide

Requirements documentation

Project planGovernance and communication

planSecuring API

Servers and versioning

controls

Front end to specification

Authentication models

User test scriptsAutomated user

test results

User test scriptsAutomated user

test resultsSecurity testing

resultsLoad testing

results

UAT scripts and reviews

All bug fixesSmoke testing

confirmationPush to

productionHosting and

maintenance implemented

Press releasesBlogs

Training sessions

Public eventCustomer

support established

Support logs

Ongoing hosting and

maintenance& customer

support

User survey and result

publication

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Your participation

February – May 2017

Summer 2017

Intermittently

User feedback and security requirements

User Acceptance Testing

Updates

Contact: [email protected] / [email protected] 3

4

Discussion

Thank you.

Branding Product Story

Environment

GFW Partner Meeting 2017 - Parallel Discussions 2: Private Sector