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UX 101
A Primer on User Experience
So What is User Experience Design?
So What is User Experience Design?

    User Experience Design (UXD)– creating
    user interactions with devices or systems
    that provides an overall positive,
    engaging and productive experience.
So What is User Experience Design?

    User Experience Design (UXD)– creating
    user interactions with devices or systems
    that provides an overall positive,
    engaging and productive experience.



    User Experience Design (UXD)– the
    process of deliberately enticing a person
    to engage with a device or system.
Great User Experiences
Making it Easy for Users to Engage
Making it Easy for Users to Engage
Making it Easy for Users to Engage
Making it Easy for Users to Engage
Mobile is Changing UX
Mobile is Changing UX
Mobile is Changing UX
Mobile is Changing UX
The UX Process
                                                           User Personas

                                                            • Persona Workshops
                                                            • Develop Personas
                                                            • Write Persona Report
   Planning & Discovery                                     • Comparative Analysis
   • Conduct Field Research
   • Gather Requirements
   • Perform User Task
     Analysis

   • Brand Research



                              Develop IA

                              • Design Information Architecture
                              • Create Clickable Models
                              • Iterate and Finalize Specifications
                              • Creative Brief
The UX Process



                 Planning & Discovery
                   • Conduct Field Research
                   • Gather Requirements
                   • Perform User Task Analysis
The UX Process
Goals                                   Understanding Your
                                        Users Environment
  • Understand user goals and
        identify behavior patterns
  • Obtain a 360°
        understanding
        of user roles
  • Capture and document
        initial requirements of
        products
        and processes
                                     Behavior   Roles   Req.’s   Trends
  • Perform a trends and best
        practices review
The UX Process
Conduct Field Research                       Understanding Your
                                             Users Environment
Goal: Obtain a basis of data to support
a user-centered design process
Activities
   • Select Primary User Segments
   • Develop Testing/Research
        Protocol
   • Recruit Users
   • Perform Ethnographic Studies
   • Assemble & Analyze Data
                                          Behavior   Roles   Req.’s   Trends
Goals
   • Testing Protocol
   • Ethnography Report
The UX Process
Ethnographic Research Approach


Benefits                                      Drawbacks
   • Deep understanding of small               • Cannot predict magnitude of
          group of users                          findings in the population
   • Rich insight into why users               • Trends can be generalized to
          behave in certain way                   the population
   • Allow observation of things that          • But not statistically – e.g.
          users themselves are not aware          whether 20% or 60% is
          of, such as brand preferences,          unknown
          interaction models, et al
   •      Provide models of behavior,
                                               • However, anecdotally, strong
                                                  trends tend to be strong
          interaction, context, and goals
                                                  statistically
   • Serve as foundation for
          information architecture models,
          interaction models, and
          personas
The UX Process
Validity of N (Small Groups) in Usability Studies


Demonstrates value of small-n        • As you add more and more
sample sizes                             users, you learn less and
                                         less
   • Cannot predict magnitude of
      findings in the population      • “After the fifth user, you
                                         are wasting your time by
   • Trends can be generalized to        observing the same
      the population                     findings repeatedly but not
                                         learning much new”
   • But not statistically – e.g.
      whether 20% or 60% is
      unknown
   • However, anecdotally, strong
      trends tend to be strong
      statistically
The UX Process
Requirements Gathering
Obtain a nearly complete set of high level functional requirements
Define core necessary features to explore in detail


Activities                            Deliverables
   • Content Application                  • Audit Results Report
      Audit
                                          • Requirements
   • Develop Requirements                    Roadmap
      Roadmap
                                          • Final Requirements
   • Interview Stakeholders                  Inventory
   • Develop Final                        • Requirements Matrix
      Requirements Inventory
The UX Process
User Task Analysis
Map user behavior and attributes
Define product more deeply, emphasis in user interactions


Activities                         Deliverables
   • Analyze & map task data          • Use Case
                                         Documentation
   • Identify priority use
      cases                           • User Task Flows
   • Create user flows                 • Task analysis report
   • Write Task Analysis
      repor
The UX Process
The UX Process



       We have data, now what?
The UX Process



                 Personas
                   • Persona Workshops
                   • Develop Personas
                   • Write Persona Report
The UX Process
Creating Personas
Behavioral patterns observed during interviews with key audiences are
derived, documented, and “packaged” in a persona.




Gaps in behavioral and user data are filled by supplemental
research and data provided by other data channels, such as
existing research and site analytics.
The UX Process
What is a Persona Anyway?
  •   Personas are hypothetical archetypes, or "stand-ins"
      for actual users that drive the decision making for
      interface design projects
  •   Personas are not real people, but they represent real
      people throughout the design process
  •   Although personas are imaginary, they are defined
      with significant rigor and precision.
  •   Names and personal details are made up for personas
      to make them more realistic
  •   Personas are defined by their goals
  •   Interfaces are built to satisfy personas' needs and
      goals
The UX Process
                                       Barry Fasthow


                                       Life goals                                                 Attributes

                                       Barry is driven by his career and financial goals. His
                                                                                                  ›    Impulse buyer
                                       dream is to retire early and live on the beach. He
                                       tries to front-load his life to reach his end goal of a    ›    Price not too important
                                       life of comfort.                                           ›    Not a reader
                                                                                                  ›    Relies on others to fix
                                       Although Barry’s is ambitious and quite the
                                                                                                  ›    Self-reliant decision maker
                                       workaholic, maintaining a good work/life balance is
    Age: 37                            important to him. He would love to spend more time         ›    Brand/trend influenced
    Family: Wife, 2 children (4 & 6)   with his wife and kids but can’t seem to do it right       ›    Searcher
    Gender: Male                       now. He fears so many moments and opportunities            ›    Product mental model
    Home: 3 bedroom house
                                       with his family are quickly passing him by.
    Marital Status: Married
                                       His career goal is to run his own small to medium
    Occupation: Sales executive        business one day. He wants to be the boss.
    Income: $175,000/year
    Location: San Mateo, CA            Life is very fast. He expects the best and is willing to
    Pets: Yellow Labrador - Max
                                       pay for it. Status is very important to him and he
                                       wants to look good doing the “right” things. This
    Education: B.S. - UCLA
                                       includes not only himself but his family.
    Ethnic background: Caucasian
The UX Process
The UX Process
Persona Development
  • Audit and review existing primary and secondary research
  • Identify primary and secondary personas

Activities                        Deliverables
   • Persona Workshops               • Primary persona
                                        documents
   • Develop Personas
                                     • Secondary persona
   • Write Persona Report               documents
The UX Process



                 Develop IA
                   • Design Information
                      Architecture
                   • Create Clickable Models
                   • Iterate and Finalize
                      Specifications
The UX Process
Transitioning Discovery to IA
Synthesize goals
  • Experience goals: How does the persona expect to
    experience
    the product?
  • Business goals: Concrete expected results of task
                                     Goal Directed Design




                                         IA      Layout

         Discovery     Personas
The UX Process
Information Architecture               Turning User Needs
                                        Into Interactions
Goals
   • Define product/site
        architecture and core
        interaction 
   • Create navigation schema
   • Create interaction patterns of
        core UI modules and controls
        (widgets, tools, etc.)
   • Create User Interface             Navigation   Schematic


        Templates
The UX Process
Information Architecture
   • Define application structure
   • Create navigation schema

Activities                         Deliverables
   • Develop preliminary              • Preliminary clickable model
      Information Architecture
                                      • Preliminary IA report
   • Create mental models
   • Create navigation schemas
The UX Process
Interaction Design
   • Merge IA with tactical UI & interaction design
   • Prototype over 80% of use cases
   • Update requirements detail

Activities                        Deliverables
   • Develop detailed prototype      • Clickable product prototype
The UX Process
The UX Process
The UX Process
Return on Investment (ROI)
of User Experience
Thank
You!

 510.813.1398
 brad.gerstein@gmail.com

 @iambradgerstein
 be.net/iambradgerstein
 linkedin.com/in/gersteinb

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UX 101: An Overview of User Experience

  • 1. UX 101 A Primer on User Experience
  • 2. So What is User Experience Design?
  • 3. So What is User Experience Design? User Experience Design (UXD)– creating user interactions with devices or systems that provides an overall positive, engaging and productive experience.
  • 4. So What is User Experience Design? User Experience Design (UXD)– creating user interactions with devices or systems that provides an overall positive, engaging and productive experience. User Experience Design (UXD)– the process of deliberately enticing a person to engage with a device or system.
  • 6. Making it Easy for Users to Engage
  • 7. Making it Easy for Users to Engage
  • 8. Making it Easy for Users to Engage
  • 9. Making it Easy for Users to Engage
  • 14. The UX Process User Personas • Persona Workshops • Develop Personas • Write Persona Report Planning & Discovery • Comparative Analysis • Conduct Field Research • Gather Requirements • Perform User Task Analysis • Brand Research Develop IA • Design Information Architecture • Create Clickable Models • Iterate and Finalize Specifications • Creative Brief
  • 15. The UX Process Planning & Discovery • Conduct Field Research • Gather Requirements • Perform User Task Analysis
  • 16. The UX Process Goals Understanding Your Users Environment • Understand user goals and identify behavior patterns • Obtain a 360° understanding of user roles • Capture and document initial requirements of products and processes Behavior Roles Req.’s Trends • Perform a trends and best practices review
  • 17. The UX Process Conduct Field Research Understanding Your Users Environment Goal: Obtain a basis of data to support a user-centered design process Activities • Select Primary User Segments • Develop Testing/Research Protocol • Recruit Users • Perform Ethnographic Studies • Assemble & Analyze Data Behavior Roles Req.’s Trends Goals • Testing Protocol • Ethnography Report
  • 18. The UX Process Ethnographic Research Approach Benefits Drawbacks • Deep understanding of small • Cannot predict magnitude of group of users findings in the population • Rich insight into why users • Trends can be generalized to behave in certain way the population • Allow observation of things that • But not statistically – e.g. users themselves are not aware whether 20% or 60% is of, such as brand preferences, unknown interaction models, et al • Provide models of behavior, • However, anecdotally, strong trends tend to be strong interaction, context, and goals statistically • Serve as foundation for information architecture models, interaction models, and personas
  • 19. The UX Process Validity of N (Small Groups) in Usability Studies Demonstrates value of small-n • As you add more and more sample sizes users, you learn less and less • Cannot predict magnitude of findings in the population • “After the fifth user, you are wasting your time by • Trends can be generalized to observing the same the population findings repeatedly but not learning much new” • But not statistically – e.g. whether 20% or 60% is unknown • However, anecdotally, strong trends tend to be strong statistically
  • 20.
  • 21. The UX Process Requirements Gathering Obtain a nearly complete set of high level functional requirements Define core necessary features to explore in detail Activities Deliverables • Content Application • Audit Results Report Audit • Requirements • Develop Requirements Roadmap Roadmap • Final Requirements • Interview Stakeholders Inventory • Develop Final • Requirements Matrix Requirements Inventory
  • 22. The UX Process User Task Analysis Map user behavior and attributes Define product more deeply, emphasis in user interactions Activities Deliverables • Analyze & map task data • Use Case Documentation • Identify priority use cases • User Task Flows • Create user flows • Task analysis report • Write Task Analysis repor
  • 24. The UX Process We have data, now what?
  • 25. The UX Process Personas • Persona Workshops • Develop Personas • Write Persona Report
  • 26. The UX Process Creating Personas Behavioral patterns observed during interviews with key audiences are derived, documented, and “packaged” in a persona. Gaps in behavioral and user data are filled by supplemental research and data provided by other data channels, such as existing research and site analytics.
  • 27. The UX Process What is a Persona Anyway? • Personas are hypothetical archetypes, or "stand-ins" for actual users that drive the decision making for interface design projects • Personas are not real people, but they represent real people throughout the design process • Although personas are imaginary, they are defined with significant rigor and precision. • Names and personal details are made up for personas to make them more realistic • Personas are defined by their goals • Interfaces are built to satisfy personas' needs and goals
  • 28. The UX Process Barry Fasthow Life goals Attributes Barry is driven by his career and financial goals. His ›  Impulse buyer dream is to retire early and live on the beach. He tries to front-load his life to reach his end goal of a ›  Price not too important life of comfort. ›  Not a reader ›  Relies on others to fix Although Barry’s is ambitious and quite the ›  Self-reliant decision maker workaholic, maintaining a good work/life balance is Age: 37 important to him. He would love to spend more time ›  Brand/trend influenced Family: Wife, 2 children (4 & 6) with his wife and kids but can’t seem to do it right ›  Searcher Gender: Male now. He fears so many moments and opportunities ›  Product mental model Home: 3 bedroom house with his family are quickly passing him by. Marital Status: Married His career goal is to run his own small to medium Occupation: Sales executive business one day. He wants to be the boss. Income: $175,000/year Location: San Mateo, CA Life is very fast. He expects the best and is willing to Pets: Yellow Labrador - Max pay for it. Status is very important to him and he wants to look good doing the “right” things. This Education: B.S. - UCLA includes not only himself but his family. Ethnic background: Caucasian
  • 30. The UX Process Persona Development • Audit and review existing primary and secondary research • Identify primary and secondary personas Activities Deliverables • Persona Workshops • Primary persona documents • Develop Personas • Secondary persona • Write Persona Report documents
  • 31. The UX Process Develop IA • Design Information Architecture • Create Clickable Models • Iterate and Finalize Specifications
  • 32. The UX Process Transitioning Discovery to IA Synthesize goals • Experience goals: How does the persona expect to experience the product? • Business goals: Concrete expected results of task Goal Directed Design IA Layout Discovery Personas
  • 33. The UX Process Information Architecture Turning User Needs Into Interactions Goals • Define product/site architecture and core interaction  • Create navigation schema • Create interaction patterns of core UI modules and controls (widgets, tools, etc.) • Create User Interface Navigation Schematic Templates
  • 34. The UX Process Information Architecture • Define application structure • Create navigation schema Activities Deliverables • Develop preliminary • Preliminary clickable model Information Architecture • Preliminary IA report • Create mental models • Create navigation schemas
  • 35. The UX Process Interaction Design • Merge IA with tactical UI & interaction design • Prototype over 80% of use cases • Update requirements detail Activities Deliverables • Develop detailed prototype • Clickable product prototype
  • 39. Return on Investment (ROI) of User Experience
  • 40. Thank You! 510.813.1398 brad.gerstein@gmail.com @iambradgerstein be.net/iambradgerstein linkedin.com/in/gersteinb

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