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Understanding Designers Erika Hall Mule Design Jerey Veen Small Batch, Inc.

Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

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Presentation by Jeff Veen, Small Batch & Erika Hall, Mule Design on how designers & developers can work better together, critical components & process of good design.

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Page 1: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Understanding Designers

Erika HallMule Design

Je!rey VeenSmall Batch, Inc.

Page 2: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

What Design IsHow It Proceeds

How Not to Screw it up

Page 3: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Design and developmentcan seem at odds.

Page 4: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Design is a* problem solving methodology.

* mostly rational

Page 5: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Where the journey begins

Page 6: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Launch

Explore

CreateRefine

Build

InnovationOptimization

Page 7: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Tip: If you catch yourself saying “Let’s get a designer to jazz this up a bit” you’re doing it wrong.

Page 8: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Define your goal!

Page 9: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Is a functional prototype enough?

Page 10: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Will neglecting design confuse your users?

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Will neglecting design confuse your users?

VisualDesigner Writer

Interaction Designer

Information Architect

Design Strategist

Interface Design Roles

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Visual Design

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Interaction Design

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Page 20: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Information Architecture

Page 21: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

Connect to Excel as

datasource

Write emails explaining

stats

KPIs in email subject line

Password protected reports to

share

Scheduled report emails

Threshold triggers to

email, SMS, RSS, etc.

API

Communicate Findings

Justify spending on web efforts

Share numbers across organization

Format reports outside of tool

Understand My Visitors Analyze Incoming Traffic Sources Evaluate Site and Content Performance

Help show team's

success

Validate opportunities through A/B

testing

Track budget against profit

margin & average sale

sessions to home page as

trend

Get more budget out of

my boss

Keep copies of site to show

before & after

Measure performance

of each landing page

Track success of a process at the individual

user level

Group pages based on any relationship

Show year-to-date numbers

Identify "Horizontal Funnels"

optimize landing pages

measure interaction in flash demo

More interested in conversion

than specific revenue

Check in on regular growth

Builddemographic

understanding

Connect offlineto online

Measure value of those sourcesCompare and sort sources

Identify problemsin navigation patterns

Measure content by different groupings

Find explicit ROI calculations

Test theories to improve content

Track "non-traditional" content

Improve internal search

Understand specificuser segments

Show progress of

Web team on projects

Give access to peers

Build custom reports by

hand

Segment visitors by content of

advertisement

Identify value of traffic for each media

source

See full path between 1st

click and lead generation

help advertisers

target regions

position content by audience interest

eliminate guesswork & superstition

align relevant topics to time

of day

find content that resonates

evaluate site by section (per

"tab" in navigation)

show visitors giving up

measure scrolling in

flash

Measure clicks in flash

How can each page be

changed to increase dollars

Connect phone sales to

online leads

Use custom URLS to track

offline impressions

Track AdWord converstions

Track spending for

each campaign

Classify visitors by task

rather than segment

make design decisions based on browser/

screen support

Explore current metrics

to identify opportunity

Determine budget based on last year's

traffic

Encourage advertising

staff

Each month is a tab in Excel

Communicate user behavior to advertisers

Monitor growth by country

compare blog traffic to site

traffic

compare jan to feb

prove they own a

category of content

optimize internal search

results

justify content position

validate effectiveness

of small incremental

changes

mark an event (redesign/new content/ect) and monitor

effects

measure successful registration

Did users slow down the

video

Who is bouncing on first page?

Find most popular content

did users change the volume in

flash

Separate order value

from shopping cart

Drive print readers to

more details online

track promotions to

registration

find value of each referrer

connect search engine traffic to leads Monitor

spidering

"Micromanage" traffic/ Drill

down on segment

find out where users are from

Define success

metrics rather than site metrics

Find patterns that justify new

projects

Show more/less detail for different roles at company

Build "quick and dirty"

PowerPoint deck

communicate user

demographics to advertisers

monitor overall traffic

Compare Jan. 05 to Jan. 06

view visitors per keyword grouped by

region

monitor search index

(crawlers)

show growth in leads

change order of

subcategories to drive more

sales

watch shopping cart abandonment

rates

Tracks ROI per product

How are they using internal

site search

group traffic by "level" of site

did users close the

popup window?

Use click-through to influence

position on page

When do people

abandon

how many times did they play that game

Track by category

wish we cold connect web usage to box

office

balance quantitative metrics with rich media qualitative

not cost per visit. rather

cost for lifetime of customer

Watch traffic sources by

dollars generated

segment audience by

ISP

define behavior

patterns as "visitor type"

set benchmarks to

drive goals

Understandcurrent state Explain what the numbers mean

Provide context for numbers in

reports

Raw numbers scare our

clients

Clients don't care about

details

Print site overlay to

show clients

Legend

Advertising tasks

Publishing tasks

Ecommerce tasks

Existing Features

Planned Features

Using Analytics to Measure Success

Email Reports

Discuss Report over

phone

Time per page

Connections to CRM systems

Customized Dashboards

PDF export of charts and

reports

Discovery of reports via

seamless nav

Threshold triggers to

email, SMS, RSS, etc.

Maps as a cross-segment

Identify low-performing AdWords

Remove low AdWords

watch for spikes

Top cities

Country

drilldown

Daily Visitors

Absolute

unique

visitors

Browser

versions

Connection

speed

Browser and

platform

combos

Screen

resolutions

Screen

colors

Languages

Java enabled

Flash version

Platform

versions

Hostnames

Network

location

Referring

source

Referring

sources

Domains

Geo location

AffiliationsShow position

of ad on search engine

Bounce rate per keyword

Integration with AdWords Report Center

Overall

Keywork

conversion

CPC vs

Organic

conversion

Campaign

conversion

Keyword

consideratio

ns

Keyword

Specific

testing

CPC Program

Length of

visit

Entrance

bounce rates

Top exit

points

Depth of

visit

All

navigation

Defined

funnel

abandonmen

t

Initial

navigation

Site overlay

funnel tracking

average order value

total revenue for time period

Integration with AdSense

Discovery of reports via

seamless navSite Optimizer

separate google news from search

refers

Campaign

ROI

Source ROI

Reverse goal

path

Goal

verification

Revenue and

transactions

Medium

conversion

Referral

conversion

Medium ROIOverall ad A/

B Testing

Content by

titles

Time to

transaction

Visits to

transaction

Source

conversionTop content

LanguageContent

drilldown

Average

order value

Goal

Conversion

Trakcing

Difined funel

navigationProduct

performance

Product

categories

Product

country

correlation

Product city,

region

correlation

Product

keyword

correlation

Product

source

correlation

Transaction

list

Source

Specific

Testing

Goal tracking

User-defined

Goal

conversion

Conversation

rate graph

Integration with Google Site Maps

uses regional data to combat

fraud

Define unique measure

of success

measure interactions

per minute (in rich media)

separate pages from

visitors & find ratio

Determine history of

visitors across sessions

New vs

returning

Visitor

loyalty

Visitor

recency

New vs.

returning

Visits and

Pageview

Tracking

Threshold triggers to

email, SMS, RSS, etc.

Watch for abnormalities

Monitor competitors

AdWords buys

watch for spikes

watch top keywords

Custom dashboards

Identify and cultivate

reciprocal links

LPO betaJS goal triggers

API-based iGoogle tool

AdGroup variable

Page 22: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

2.0.0 Traffic

Sources

Overview

2.1.0 Direct Traffic

Overview

2.2.0 Referring

Sources

T Referring sources

2.2.1 Referring

Source Detail

% visitors came directlyN

% visitors came from other linksN

% from AdWords campaignsN

3.0.0 Content

Overview

Aver. Length of Visit N

Aver. Depth of VisitN

Overlay

T Top Content

Uniq. Views

Pageviews

Ave. Time

% Exit

$ Index

TEntrance &

Bounce

Uniq. Views

Pageviews

Ave. Time

% Exit

$ Index

T Exit

Uniq. Views

Pageviews

Ave. Time

% Exit

$ Index

Aver. Time on PageN

3.1.0 Content

Detail

1.0.0 Visitor

Overview

# of visitorsN

Pages/VisitN

New vs. RetruningN

Segmentation

Design Criteria

User Defined

Content

Keyword

Campaign

Source

Medium]Campaign

Keyword Content

Country Region

CityNetwork

Location

LanguageBrowser

PlatformConnection

Speed

Screen

Resolution Colors

JavaFlash

Ave. Price

Aver QTY

Account Overview

Report tools

Add to favorites

Add to dashboard

Send as email

Export options

Connect to data

Print tools

# of sourcesN

# of visitors that came directlyN

# of visitorsN

popularity ranking and % of visitors N

points to content pageN

5.0.0 Ecommerce

overview

Total RevenueN

Total TransactoinsN

# of productsN

Product CategoriesN

TProduct

Performance

Items

Trans

Revenue

Ave. Price

Aver QTY

Product Overview

Product CategoriesN

5.1.0 Product

Detail

Title + # of Trans + Revenue N

Keywords

Source

Location

City, region, country

Revenue Rank

TProduct

Performance

Items

Trans

Revenue

Ave. Price

Aver QTY

5.2.0 Transaction

list

# of TransactionsN

TProduct

Performance

Items

Trans

Revenue

5.3.0 Average

Revenue

RevenueN

Revenue

% of Total

Transactions for

each product

Total Transactions

Total Revenue

Total Revenue for

product

Total Visitors for

Page

# of VisitorsN

Traffic Source 3.1.1 All Navigation3.1.2 Initial Navigation

TInitial

Navigation (Starting Page)

Visits

Goal/Visit

T/Visit

$/Visit

T Referring source

Visits

Goal/Visit

T/Visit

$/Visit

TAll Navigation (came from)

Visits

Goal/Visit

T/Visit

$/Visit

Aver. Time on Page

Aver. Bounce

% who started

Top Content

Total Direct Trafic

Total Referral TraficVisitors from

Source

# of Visitors new and

retruning

Aver. Pageviews/

Visite

Pageviews

# of visits new and returning

Loyality

Recency

1.1.0 Average PV/

visit

1.2.0 Total

Pageviews

1.3.0 New vs.

returning

1.4.0 Loyalty

1.5.0 Recency

4.0.0 Goals

Goal Conversion?

Total CompletionN

Conversion %N

Total ValueN

Average ValueN

Abandoned FunnelN

4.3.0 Funnel Page

Funnel Visualization

Make "Entrance" and "Exit" numbers hidden until asked for by user.

4.2.0 Reverse

Goals

% of Goals Completed

Funnel Visualization

4.1.0 Goal Detail

3.1.3 Site Overlay

Detail

3.2.0 Average Time

on Page

3.3.0 Average

Bounce Rate

3.4.1 Percent who

started

Direct VisitorsS

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Source Domain Name

# of visitorsN

iff source has one link referral:

else:

TSource's Link

Referrals

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

URL

2.2.2 Link Detail

# of visitorsN

popularity ranking and % of visitors N

points to content pageN

Visitors from Link

Search EnginesT

2.3.0 Search

Engines Overview

(all)

% visitors from search enginesN

# of keywordsN

% of total trafficN

% of each search

engine

# of paid keywordsN

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Search Engine Name

Total # of Keywords

2.3.2 Search

Engine Detail

(all)

% of engine's traffic

for top 5 keywords

# of visitorsN

# of keywordsN

# of visitors from paid keywordsN

Visitors from this Search EngineS

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

link to geo map for this segment

link to language list for this segment

KeywordsT

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Keyword

2.3.4 Top

Keywords

(all)

% of search traffic

for top 5 keywords

# of keywordsN

KeywordsT

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Keyword

2.3.6 Keyword

Detail

visitors from

keyword

# of visitorsN

points to content page(s)N

is part of campaignN

Visitors from this KeywordS

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

link to geo map for this segment

link to language list for this segment

Search EnginesT

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Search Engine Name

if from Google AdWords:

link to AdWords keyword detailsN

segmentable by engine

segmentable by paid/organic

Search EnginesT

2.3.1 Search

Engines Overview

(paid)

# of keywordsN

% of total trafficN

% of each search

engine

# of paid keywordsN

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Search Engine Name

# of Paid Keywords

2.3.3 Search

Engine Detail

(paid)

% of engine's paid

traffic for top 5

keywords

# of visitorsN

# of keywordsN

# of visitors from paid keywordsN

Visitors from this Search EngineS

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

link to geo map for this segment

link to language list for this segment

KeywordsT

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Keyword

# of paid keywordsN

2.3.5 Top

Keywords

(paid)

% of search traffic

for top 5 keywords

# of paid keywordsN

KeywordsT

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Keyword

# of keywordsN

Visitors from this sourceS

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

link to geo map for this segment

link to language list for this segment

Visitors from this sourceS

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

link to geo map for this segment

link to language list for this segment

2.4.0 AdWords

Campaigns

Overview

AdWords traffic, %

from top 4 + "other"

campaigns

# of visitorsN

# of campaignsN

Visitors from AdWordsS

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

link to geo map for this segment

link to language list for this segment

AdWords CampaignsT

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Campaign Name

2.4.1 AdWords

Campaign Detail

Campaign traffic, %

from top 4 + "other"

ad groups

# of visitorsN

# of ad groupsN

Visitors from this campaignS

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

link to geo map for this segment

link to language list for this segment

Campaign Ad GroupsT

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Ad Group Name

2.4.2 AdWords Ad

Group Detail

Ad group traffic, %

from top 4 + "other"

keywords

# of visitorsN

# of keywordsN

Visitors from this ad groupS

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

link to geo map for this segment

link to language list for this segment

Ad Group KeywordsT

Visits

Bounce Rate

Pages/Visits

Time on Site

First Visit To Site

Goal 1

Goal 2

Goal 3

Goal 4

Transactions

Revenue

Keyword

2.4.3 AdWords

Keyword Detail

???

# of visitorsN

link to standard keyword detailN

Ads for this keywordT

# of clicks

% Goal 1

% Goal 2

% Goal 3

% Goal 4

Ad

Keyword positionsT

# of Visits

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

Position

% from all paid searchN

traffic rank among your keywordsN

traffic rank among your enginesN

traffic rank among your paid searchN

to Search Engines Overview (paid) (2.3.1)

traffic rank among your AW campaignsN

traffic rank among your AW ad groupsN

% Bounce

Pages/Visits

Avg. Time on Site

% First Visit To Site

% Goal 1

% Goal 2

% Goal 3

% Goal 4

# of Transactions

Total Revenue

# of Products

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Writer

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Front-end Developer

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Design Strategist

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Case Study:Measure Map

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Home Page -

unregistered

Home Page -

Logged In

Tour

User Weblog

BadgeYEScookie?

NO

Posts Data

Date Data

Event

Description

Intercept

page

System Pages

Account Settings

Alerts Help/FAQ

Ask for URL

(or login)Valid?

No

"What's up with

that crappy URL?

YesBlog

verificatrion

and sign-up

Good data?

No

Yes

"That name is taken"

or "That password sucks"

Getting

Started Page

We found the

badge!

"Try it out"

Valid?

Yes

Login

No

Home page

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Good

- very friendly. type, icons, language all contribute

- simple message "Simple & SECURE web document sharing"

- screenshot

- 1 2 3 steps

- obvious Get Started link

Bad

- tabs at the top are unnecessary. feels like I have to learn the

home page to use the app. who cares?

- visual hierarchy - what do I look at first?

what's most important here?

- colors are shit

Good

- RED! Hurray! Bold but friendly.

- Logotype - icon - search box. I love how they've included

their core functionality into a clever identity. love this.

- Attention to detail. Content boxes have tiny, clean drop

shadows. look at those subtle dotted underlines on links,

styled form elements. gorgeous.

- great layout, whitespace, simplicity.

- This is my favorite design of all of these. I love the

sensibility, and think it matches the directions we've been

moving very well.

Bad

- so damn red. seriously, I kinda get sick of looking at it

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Common Pitfalls

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Common Pitfalls1. Poorly Defined Goals2. Lack of Process3. Subjectivity

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I hate orange.

Page 45: Marrying Design & Development: a Match made in Heaven, not Hell (Jeff Veen & Erika Hall, Startonomics SF 2008)

What we talked about

Design is: making and documenting decisions about the experience of your audience/users/customers

Design requires: knowledge, skills, and thoughtful feedback

Design works: if you are clear about your expectations, priorities, and goals