Showing posts with label UX. Show all posts
Showing posts with label UX. Show all posts

Friday, November 14, 2014

Knowledge vs. Intelligence

About a week ago, I was running into major issues during development of one of my side projects. After a few nights working to resolve whatever was breaking, I was getting frustrated with my lack of progress.

The next night, I was video chatting with Olivier Lacan, and we started discussing the problem. Since he’s a good friend, he suggested sharing my screen and helping me work through it. I was working in Laravel, the new era PHP framework, which Olivier has never worked with (nor does he work with PHP). But he’s intelligent and a great developer, so I quickly took him up on his offer.

We pored through the codebase together—I walked him through the application and the framework, and he asked probing questions about what was happening internally. Since Olivier isn’t deeply familiar with Laravel, he asks different questions than I do, and those questions led us to interesting parts of the framework that I wouldn’t have gotten to alone. After about an hour of debugging, we identified the root issue and fixed it.

I’ve talked about “switch programming” before—trading computers with someone and working through each others’ issues separately—but this is something different. It’s more akin to traditional “rubber ducking,” except with a trusted, intelligent friend.

The difference between knowledge and intelligence is key here. Knowledge is the collection of skills and information a person has acquired through experience. Intelligence is the ability to apply knowledge. Just because someone lacks knowledge of a particular subject doesn’t mean they can’t apply their intelligence to help solve problems.

Knowledge is wonderful, but it fades as techniques and technologies come and go. Intelligence sustains. Its borders extend beyond any technique or technology, and that makes all the difference.





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Friday, October 10, 2014

How to Maximize the Potential of Wearable Devices

aRTICLE NO. 1322 OCTOBER 8, 2014


Where mobile technology is concerned, screens are getting smaller, physical keyboards are and out, and interfaces are granting our hands more and more freedom. Interaction with wearable technology is completely different from what we’re used to, and these interactions are different on each type of wearble device.

Different UX Considerations for Different Devices

Smartwatches
With approximately 1.5 inches of display real estate, smartwatches are used with the help of the index finger, which takes up to a quarter of screen space when pressing. As people are often on the move when using smartwatches, their small screen size makes it more difficult to tap on a specific area of the screen. This limits the amount of tappable areas to 4-5 buttons for seamless usage, encouraging designers to divide screens into smaller modules as much as possible and to leverage other input methods.
For example, swipe: using all four swiping directions we could build a much more adapted structure with just a few buttons on each screen. And what about using accelerometer, gyroscope, or voiceinput? Apple has some great innovations in this space, such as digital crown and touch force sensor. Designing for smartwatches means tapping into these types of resources to create a new native experience.
Smartglasses
In case of smartglasses, the screen is separate from the touchpad and located much closer to our eyes. Both hands are free and we have a new player: a head-mounted camera, which creates some different usage patterns. The contexts in which people are using smartglasses usually involve a specific activity, such as cycling, playing paintball, conducting a medical operationunloading goods at warehouseserving airline VIP customers, etc.
That said, when designing for smartglasses, we have to remember that original task is the user’s main priority—the smartglasses serve as an assistant that can help users perform the task more efficiently. Some best practices include keeping the interaction window shorter, filtering out notifications to only context-important alerts, tapping into voice-based control to keep hands free, and avoiding heavy computations, as they can make the device heat up to uncomfortable level.
Activity Trackers
As for activity trackers, there are fewer interaction opportunities compared to smartwatches and smartglasses, as there’s usually no direct way to input or receive any information from the device.
But the true power of activity trackers comes with the data which they collect. We can now create applications that tap into such resources as our day-to-day movement patterns, heart-rate statistics, sun exposure, humidity around us, and much much more. There are now many apps forhealth and fitness, but there are many more apps set to leverage this kind of data on the horizon, infinance and insurance industries, for example. This field for experimenting is huge, as we delve into the power of data.

UX Considerations Across Devices

Battery Life
A dead watch is even sadder than a dead phone: it is just a piece of plastic with blank screen stuck to someone's wrist, making them look silly. Some of today’s smartwatches have batteries that can run up to five days, though their lower levels of sophistication are a factor in this extended battery life. But if we think of more advanced scenarios, such as using smartwatches as a door key or a wallet, a sudden battery death could lead to a very uncomfortable situation.
Design is a key differentiator of wearables, which are, first and foremost, something we weartweet this

The situation is worse with glasses, which can live barely a day without a recharge, unless the user is recording video, which kills the device in less than an hourSome products use external charger as a solution, which connects to smartglasses through USB port and has to be worn in the pocket or a backpack. While this solution may be feasible for enterprise market it has no chance of surviving in a consumer market.
Considering each device’s usage patterns, glasses actually have fewer requirements for a battery life, as we will probably only use them occasionally. Meanwhile, watches and wristbands almost integrate with our bodies as we use them daily. Therefore, they are expected to be taken off rarely and to live longer on a single charge.
On the other hand, wearables actually prolong our phones’ battery lives. The screen itself is the biggest energy hog on a smartphone, and wearables decrease the need to turn the phone’s screen on.
Visual Design
Design is one of the key differentiators of wearables from other technologies. Really, when has the way a piece of technology looks been more important than its functionality? Wearables are, first and foremost, something we wear. And they are supposed to exist as a reflection of our own perceived selves, to show our status, and to create a first impression.
Wearable tech will have to align with users personal styles and match our shoes, shirts, or bags. This is an interesting challenge: considering that women usually have smaller watches, manufacturers might have to make the display smaller in order to conform their taste and style. This will have a significant impact on device fragmentation and will make lots of developers happier (if you know what I mean).
Social Acceptance
Wearable technology seems to break certain social protocols. Google Glass has faced some negative reactions, and I've personally experienced a few middle fingers thrown my way when walking down a street wearing the device. Almost any time I put it on I feel the stares coming in from all around and am usually asked by someone if I am filming them.
Similar things happen with smartwatches. As was recently pointed out at Google I/O, we are checking our phones for updates around 100 times per day. Having a smartwatch does help, but it does not solve the issue. Personally, I have switched my habit of checking the phone to checking the watch. This does save some time, but puts me in a silly situation. This move—checking the watch—is often perceived as if I am in a hurry or not interested in what is going on, indicating that I am eager to leave. Although I usually do not have such intentions, this puts me in jeopardy with my friends.
Wearing unusual devices on our faces and talking to our wrists seems odd in today’s society. But in the not-too-distant-past, having a conversation on a mobile phone was seen as odd, taking pictures with a phone seemed outlandish, and staring at a mobile device during a conversation seemed unacceptable.

Conclusion

Wearables are a part of the mobile evolution—an evolution with the goal of making us more productive. This elevated productivity can be achieved in different ways: by advanced analytics of our everyday patterns or by allowing quicker access to information. This can be done in different environments: smartwatches and wristbands in our everyday lives, smartglasses and smart costumes for professional and enterprise use. Whatever the device, designers need to weigh certain considerations, such as battery life, design, context, and social acceptance. That’s a lot to consider, but these new technologies have a bright future.
Although wearables are in their infancy, they are great candidates for widespread adoption and use. The more interesting question is what happens when they reach their zenith. Will their value overcome the resistance? How will we deal with the information overload on the horizon? And what will the next wave of mobility look like?
Check out Markiyan Matsekh's article exploring The Who, What, When, Wear, and Why of Wearable Technology,

The Future of UX Leadership: Radical Transformation


Published: October 6, 2014
“Insights on how to help companies progress from delivering mediocre user experiences, as is all too common, to producing truly great experiences that differentiate their products and services in the marketplace.”
This column is the first in a series that will offer insights on how to help companies progress from delivering mediocre user experiences, as is all too common, to producing truly great experiences that differentiate their products and services in the marketplace. Doing so requires a radical transformation in the way business executives and UX teams engage in creating user experiences.
This series is not about making incremental improvements to the way UX teams work. It is about taking a different approach and driving radical transformation within organizations. No major changes in history have ever come about by playing it safe. Having said this, all of the ideas that we’ll share in this series have proven effective in one business context or another.
In this first installment of our series, we’ll focus on three main points:
  • the problem that UX teams currently confront
  • the role that design-driven differentiation plays in business success
  • positioning User Experience for success within your organization

The Problem That UX Teams Confront

“The way we’ve done things in the past just isn’t enough any longer. The field of user experience is at an inflection point in its evolution. We have to up our game….”
Far too often, highly qualified UX teams that have budgets in the tens of millions of dollars per year produce overly complex, dreary designs. This is especially true in companies that develop enterprise software. Why does this happen so often?
Creating great user experiences requires more than just hiring highly skilled designers and design leaders who employ typical UX research and design practices. The way we’ve done things in the past just isn’t enough any longer. The field of user experience is at an inflection point in its evolution. We have to up our game because it’s just a matter of time until the executives in these companies start realizing that their UX teams are delivering less-than-stellar, undifferentiated designs. Customers now have higher expectations for the quality of product user experiences—and they’re not shy about complaining loudly when we disappoint them. So, because it’s inevitable that business executives will soon start recognizing that their UX teams are not delivering the desired results, let’s consider what might happen next?
  • Executives may think that it’s just not worth paying the premium that they currently do for their in-house UX teams and decide that they can replace them with people who are not a highly trained UX professionals—and are not adept in design thinking. Many executives already tend to engage more with Customer Experience teams than with UX teams. Perhaps they’ll decide that UX teams are redundant. We’re seeing some evidence of this already.
  • Executives might decide to fire their in-house UX team and work with a renowned UX consultancy instead.
  • Executives might decide to fire their current UX team in the hope that they can hire a new UX leader who is capable of building a UX team that can transform their company by creating user experiences that truly differentiate their company’s product offerings.
  • Self-aware executives may recognize that they have created a corporate culture that presents insurmountable obstacles to delivering great user experiences and take responsibility for transforming it. Unfortunately, this is probably not the most likely scenario. But courageous UX leaders might be able to raise C-level awareness of these cultural barriers and persuade executives to work with them in transforming their organization.

The Role of Design-Driven Differentiation in Business Success

“Great UX design differentiates companies’ products from their competition and enhances their brand.”
Great UX design differentiates companies’ products from their competition and enhances their brand. As UX leaders, we must communicate this fact to our companies’ executives. If you cannot convince your company’s leaders of the value that User Experience can provide in differentiating their products in the marketplace and driving business success, you should walk away. There’s no way to succeed within such an organization. We should no longer be willing to work for companies that do not recognize that, in reality, user experience can differentiate their products. As a UX leader, what should you do to make a difference within your organization?

Apply Design Thinking at an Organizational Level

Design is fundamentally a problem-solving exercise. Sometimes, the problems that we solve are purely UX design problems. Typically, we need to optimize discoverability, learnability, ease of use, efficiency, or delight—to varying degrees in different contexts. For example, we may need to engage customers by creating an emotional connection to our products or ensure that experienced users can accomplish their work as efficiently as possible. The design problems that we solve differ depending on many factors, including whether we’re working on
  • products or services and in what domain
  • consumer or enterprise products
  • desktop, mobile, cross-device, or cross-channel experiences
  • products for users in a particular country or region
  • projects supporting a startup or a large enterprise
  • projects within an organization and with stakeholders whose maturity around user experience and design does or does not enable us to do our best work
As UX professionals, our approach to solving a design problem depends on the context. There is no one-size-fits-all approach to UX research or design. We must first identify the right challenge to solve, then choose the right approach to solving that particular problem. As we progress in our careers, our design challenges tend to become more complex and our scope of responsibility increases.
“As we progress in our careers, our design challenges tend to become more complex and our scope of responsibility increases.”
As UX leaders, whatever the problem that we need to solve, we can apply design thinking to solve it. Often, senior UX leaders design not just individual products or services or even software systems, but instead design—and run—UX organizations and more. When we design organizations or devise processes, the solutions that we provide can transform organizations. For example, when designing a UX team, the solution is an organizational structure and a team with which it is easy to engage and work, that fits well into the overall organizational structure, and that delivers stellar results, making the CEO and other executives delighted to work with the team. Whatever the problem we’re solving, we must engage in design thinking, strive to understand our users or stakeholders, and provide a solution that produces value.
Building a UX practice that can truly transform an organization and differentiate its products from those of its competitors requires having a number of elements in place—elements that are necessary to ensure our success. (We’ll discuss what those elements are shortly.)
If your organization doesn’t provide those elements—and if, after attempting to foster the necessary organizational changes, it seems unlikely that you can achieve them—you should leave and find work in an organization that affords many of those elements. Yes, walk away from your current role. That’s right. If you’re a UX leader who cannot be successful in a particular situation, bail. If you don’t, you’ll be judged for the quality of the team’s work and its lack of impact—regardless of the organizational reasons behind it.
Plus, if you’re a person who really values quality, but you’re working in a context that prevents your delivering it, you’ll be perpetually frustrated—locked in a vicious cycle in which nobody is happy. Instead, find an environment in which you can do great design and create a virtuous cycle that makes everybody happy. Leave the uninteresting problems and the mediocre jobs to average leaders and design teams.
All of the work that we do becomes a part of our legacy as UX professionals. Is producing anything other than stellar user experiences worth our time and energy? We should not settle for anything less than creating truly spectacular user experiences.

Deliver on the Value That User Experiences Promises

“As UX leaders, it’s our job to build UX teams that help our companies to differentiate on the basis of their products’ user experiences. … Design-led companies outperform their competitors financially by 228%.
As UX leaders, it’s our job to build UX teams that help our companies to differentiate on the basis of their products’ user experiences. We call on all UX professionals to subscribe to this manifesto:
Our goal is to deliver game-changing designs. We must deliver truly differentiated user experiences that provide maximal value to our customers and the organizations for whom we work. Nothing less will do.
We can move beyond debates about the value of user experience. Thanks to the Design Management Institute (DMI) and leaders who have conducted research over the past 20 years, we know for a fact that design-led companies outperform their competitors financially by 228%. Great design increases profit margins.
Fostering great design is important—not only for you as a UX leader, but also for the people who work for you, the customers who use the products your team designs, the company that employs you, and ultimately, the UX industry as a whole. As we said earlier, user experience is at an inflection point. While, as a discipline, we may talk the good talk, if we don’t consistently walk the walk, we’ll fail. Now, more than ever, we must deliver on the promise of user experience. If we don’t, perhaps we deserve to be marginalized.
As UX leaders, we must create corporate UX teams that can compete with the best design agencies—and even design better experiences than an agency could. The success of our industry depends on this. When we create inspiring designs that differentiate our products, our value to the organizations for which we work is clear. Differentiation creates competitive advantage, increases profit margins, drives brand value, and increases the value of our companies’ stock. Average design is a commodity. If we don’t deliver the value that user experience promises, executives might be justified in questioning whether they want to pay a premium for our skills.

Create Competitive Advantage

Differentiation creates competitive advantage, increases profit margins, drives brand value, and increases the value of our companies’ stock.
What are executives looking for when they hire UX teams? Every company wants to create disruptive innovations that will elevate them financially above their competition. Competitive differentiation drives higher profit margins and increases a company’s competitive advantage period (CAP)—that is, the period of time over which a company’s offerings provide sufficient differentiation that the company has a competitive advantage in the marketplace—as well as sustains higher profit margins. The basis of a company’s stock price is not only its current earnings and profit margins, but also its expected future earnings, which depend on its perceived CAP.
We know that design-led companies produce greater competitive advantage. Our challenge, as UX leaders, is to deliver competitive differentiation—or even disruptive innovation. If we cannot facilitate our teams’ producing user experiences that differentiate our organizations’ products and services, we’ve failed. Again, if there’s nothing we can do to succeed within a particular organization, we should find a company where we can make the difference that we know that we can make.

Embrace Purpose—for Yourself and Your Employees

“We shouldn’t be willing to work in companies whose cultures and ways of conducting business are antithetical to our teams’ delivering excellent work.”
As UX leaders, our goal should never be to produce average or minimally acceptable designs. So we shouldn’t be willing to work in companies whose cultures and ways of conducting business are antithetical to our teams’ delivering excellent work. As UX professionals, we all want to feel that the work we’re doing will make a difference for our users and customers, be successful in the marketplace, and help our company to thrive.
As UX leaders, we want to lead people who are passionate about their work and have a burning need to deliver work that they’re proud of. As Daniel Pink suggests in “Drive: The Surprising Truth About What Really Motivates Us,” purpose is what motivates human beings—knowing that we are contributing to something that matters to people—something that is bigger than ourselves. We also seek mastery, which enables us to do the best job possible. We all want to have a boss whose vision and plan will enable us to achieve great results and who gives us the autonomy to take ownership of our work, enabling us to do our very best work.
So, as UX leaders, if we want the best people in the world on our team, we need to be great bosses with the right leadership qualities, who give our team purpose, provide autonomy, and facilitate mastery. We must provide a strong vision and clear goals and set up both an organizational structure and processes that enable our team to deliver differentiated product user experiences. UX leaders need to have the right support system to accomplish great work—both from the top-down, our company’s executives, and the bottom-up, our employees. Accomplishing great things takes a team. If you want to achieve greatness, you must believe there’s a path to success, even if it’s circuitous.
Of course, we must be willing to work hard to push the UX rock uphill to attain relevance and value. Whenever we’re able to do that successfully, we’ll end up feeling that our effort was worthwhile—though we may have numerous scars to show for our efforts! It’s okay to start at the bottom of the hill—if you have the support you need to succeed. There are certain foundational factors that you should always evaluate when considering a new job.

Positioning User Experience for Success Within Your Organization

“One factor that is universally present in companies where design is a strong differentiator: the leader of the UX Design organization has a strong partnership with the CEO of the company.”
As a UX leader, you need to position yourself and your team appropriately in your organization—or report to a senior UX leader who has positioned User Experience for success.
As Jeneanne Rae points out in her article “What Is the Real Value of Design? there are a few key factors that ensure design-led companies outperform their competition. Let’s look at the most important of those now.

A Partnership Between the CEO and UX Design Leader

One factor that is universally present in companies where design is a strong differentiator: the leader of the UX Design organization has a strong partnership with the CEO of the company. This makes perfect sense, for several reasons.
First, having a CEO who recognizes the value of and supports User Experience and, more importantly, advocates for you as a UX leader affords you a level of power that enables you get things done. No matter how good a collaborator you are, how good your leadership skills are, or how much emotional intelligence you have, if you don’t have sufficient power in your organization, it’s hard to effect change.
Apple is everyone’s favorite example of a design-led organization, and we’ve heard much about the relationship between Steve Jobs and Jonathan Ive, but there are many other examples of partnerships between a company’s CEO and UX leader—IBM for one. Ginni Rommety, CEO of IBM, and Phil Gilbert, VP and General Manager of UX at IBM, have a strong relationship. Rommety endorses and supports UX Design across the organization. When IBM built a new Design Lab, Rommety said, “I believe … that the [design] work done here will change the world. This is a recommitment to a heritage of innovation that has transcended IBM.” At IBM, any member of a product team would ignore User Experience at their own peril.
Of course, UX professionals must also be great collaborators and address high-priority goals to deliver maximal value. But without the foundation of executive support and the power of influence that affords, trying to push that UX rock up the mountain just isn’t a worthwhile endeavor.
Does it have to be the CEO who recognizes the value of UX design? Would it be enough to report to—say—an Executive VP of an independent business unit who supports you and your UX team unequivocally, with the same level of enthusiasm that Ginni Rommety does? Maybe. The answer to this question depends on what organizational structure makes the most sense within a given company.
Most companies start out with a centralized UX team that needs the CEO’s support. Then, as the business grows, it splits into multiple business units, each with its own Executive VP and UX team. Later on, the UX team may become centralized again. Between 2007 and 2014, Yahoo did this twice, and they’re not the only company whose UX teams have gone through such cycles of change.
In theory, in a distributed UX model, individual UX teams should consistently be able to design differentiated user experiences. But—except in rare circumstances—they don’t. In reality, very few UX teams consistently deliver stellar, differentiated experiences. The few who do typically work for a VP or Senior VP of UX or a Chief Experience Officer (CXO) who has a strong partnership with the CEO.
“Having a CEO who recognizes the value of and supports User Experience and, more importantly, advocates for you as a UX leader affords you a level of power that enables you get things done.”
Does this mean that we shouldn’t work for companies with distributed UX teams? No, but it does mean that there needs to be a VP of UX in each division. It’s essential that the UX leader sit at the same level in an organization as the leaders of other disciplines such as Product Management and Engineering. Back in 2007, Pabini wrote an article about this titled “Sharing Ownership of UX.” While what she wrote then still holds true, software development has evolved considerably since then. So, we’ll take a fresh look at this topic in a later column in this series.
Another reason that User Experience needs to have visibility and support at the highest level in an organization: you want senior leaders to feel genuinely excited about your being on their team. They’ll share their excitement with the entire organization and build enthusiasm and support across the company. You should never join a company unless there’s significant buzz and genuine excitement about your joining—enthusiasm that executives share broadly throughout the organization. You’ll need this level of enthusiasm and broad-based support when you take the helm. As a new leader with executive support, you’ll have a brief honeymoon period during which you can set expectations, drive process changes, build alliances, and get teams excited about User Experience—in ways that you could not if you were just another hire. At a minimum, you need to be either a VP of UX or report to a VP of UX to effectively lead User Experience in an organization.
Finally, you need regular exposure to and the mindshare of the head of the organization for which you work. This leader must recognize the value that UX design can deliver. If you do not have this level of visibility and support, you must everything possible to create it. If you are unable to achieve this yourself, either encourage the company to hire someone at a higher level to whom you can report—who will have high visibility on the executive team—or move to another company. The leader of your business unit must recognize that great design can help their organization to differentiate its products from those of competitors and that this is just as important as technology innovations and their product roadmap.
As a new UX leader in an organization, you need to make sure that you have your boss’s mindshare, that the two of you see eye to eye, and that your boss is excited about the vision of what you can accomplish together. Of course, your boss also needs to believe that you can execute and deliver results, but you want your boss to be emotionally invested in your success. When an executive hires you and speaks highly of you, he or she will become emotionally invested in your success and even come to your defense, if necessary. Executives’ credibility depends on other people seeing them make good decisions. Since one of the decisions was to hire you, it’s in your boss’s best interests for you to succeed. That’s the dynamic that you should be looking for when joining a new company.
The leader of your business unit must recognize that great design can help their organization to differentiate its products from those of competitors and that this is just as important as technology innovations and their product roadmap.
If you don’t feel that shared excitement or you’re questioning whether a company truly intends to differentiate on the basis of stellar UX design, you need to establish enough of a relationship with the leader who wants to hire you to enable you to delve deeply into the inner workings of the company, as well as the leader’s plans. Only then can you judge whether you can believe what you’re being told or it’s just talk. Often, the leaders of companies who are trying to hire a UX leader tell candidates that User Experience is an essential part of their business strategy—after all, that’s what their customers want to hear, so they often talk about the importance of User Experience. In reality, many of them are just giving lip service to it. Perhaps this is not deception so much as it is a lack of understanding on their part about what inculcating User Experience into a culture really means—and the degree of change that entails—as well as ignorance of what it takes to produce great user experiences. They may not realize the investment of time and resources that it takes.
Far too many companies think that, if they hire just one great designer, they’ll get great UX design. Or, they may think that, if they hire one solid UX leader and a couple of designers, they’ll transform their products’ user experience—even if they have 500 developers and 50 product managers. It’s not that easy. To transform a company into a design-led organization, the company has to evolve—with the help of a UX leader who understands the goal and what it takes to drive that change. Such a leader knows how to set up an organizational structure that will enable the UX team to succeed. And that leader can inspire a culture that attracts the best UX talent, lets researchers and designers do what they do best, and fosters strategic design thinking within the organization.
We’ve both become tired of the back-and-forth dialogue about what it will take to make User Experience more relevant, so we can consistently deliver truly great user experiences. We need to lead! UX leaders need to learn the art of leadership to increase their scope of influence and transform User Experience. Step up and take the opportunity to help drive the transformation!

What’s Next?

“Attract the best talent in the industry, step into the boardroom, and gain recognition as a senior leader who can drive an organization’s transformation from mediocrity to excellence.”
What does it mean to be a great leader and, in particular, a great UX leader? Our next column will focus on the art of leadership and the specific qualities and skills that UX leaders must have to attract the best talent in the industry, step into the boardroom, and gain recognition as a senior leader who can drive an organization’s transformation from mediocrity to excellence. We’ll also describe the unique factors that make leading a UX team so very different from leading, say, an Engineering team.
Throughout this series, we’ll discuss the things that UX leaders need to do to transform an average UX team into one that consistently delivers user experiences that stand apart from their competition. In subsequent columns, we’ll discuss topics such as the following to illuminate the future path of UX leadership as radical transformation:
  • defining an optimal UX organizational structure by leveraging insights from design agencies and the most successful UX design organizations in product companies
  • working with multidisciplinary product teams
  • devising an effective UX design process—focusing less on agile or Lean UX and more on outcomes
  • making the case for what functions User Experience must own to drive radical transformation
  • measuring success for User Experience by looking at metrics from an executive’s perspective
  • meeting users’ rational needs by producing usable and useful products, as well as connecting with their hearts and driving emotional engagement
  • ensuring relevance and high-level visibility for User Experience
  • driving innovation
  • instilling design thinking throughout your organization’s culture to scale your UX organization
  • leveraging external design agencies to stimulate fresh thinking, expose your team to new approaches, drive quality, and scale your team
- See more at: http://www.uxmatters.com/mt/archives/2014/10/the-future-of-ux-leadership-radical-transformation.php#sthash.qK7i85qT.dpuf

Creating a Cultural Fit: Using ethnography with users and stakeholders

ARTICLE NO. 1323 OCTOBER 9, 2014


“The power of authoritative knowledge is not that it is correct but that it counts.”–Brigitte Jordan
They stride into the arena wearing the maize and blue. They are tall, strong, fast, and confident they will conquer the world. It wasn’t easy getting here, but after countless hours of practice, weight training, and gut-busting cardio workouts, they have arrived. The price is high. It costs thousands of dollars a year to play at this level, but without access to the best coaches, facilities, and technologies, you might as well just go home.
It’s six-thirty in the morning in January, and as I watch our fourteen year old daughter’s volleyball team make their way to the court, my feelings are mixed. I’m not happy about waking up at five o’clock on a Saturday to drive for an hour through the snow. A few years ago, I’d have laughed at this elite sports scene. Now I’m a part of it. Claire is staying fit, making friends, building self-confidence, learning teamwork.
Still, it’s over the top. Our club makes me uneasy. What bothers me most is the uniforms. They are beautiful. Since our club is run by the University of Michigan, our girls are decked out in blue and gold. While a lot of teams satisfice with cotton t-shirts, we have personalized, lightweight, wicking Nike jerseys with matching shorts, warm ups, and backpacks. As our girls prepare to play, I can’t help feeling we’re on the wrong side of the tracks. And sure enough, we are crushed by the t-shirt team, just like in the movies. Later, after a day of losses, I tell Claire not to worry, it’s the first tournament of a six-month season, the team will get better.
Of course, it was all downhill from there. Our coach was a hard-ass all season. One girl was berated for not hitting hard enough. Later it turned out her finger was broken. Claire was told she couldn’t take a break even though she felt sick. Soon after she was vomiting into a bucket. The girls were taught how to trick the referee. They were instructed to lie. The coach invited them to voice complaints. Claire did so and found herself benched. The parents weren’t any better. Our alpha mom reduced other moms to tears, taunted the opposing teams, and paid for weekly private lessons with the coach. This looked like pay-to-play corruption to us, but several of the parents said that’s simply how you play the game.
The next year we switched clubs. The new one was a little less expensive and a whole lot better. When the coach told the girls it was okay to miss practice for homework, since education is more important than volleyball, he actually meant it. When we lose a game, you won’t hear a word from our alpha mom. We don’t have one. The girls practice in an old warehouse, no windows, flickering lights. It’s nothing fancy. Neither are the uniforms. And that’s the way we like it. We found our fit.

Cultural Fit

In the 1990s, as co-owner and CEO of a consulting practice, I hired and managed several dozen employees. Mostly we got it right, but once in a while we hired someone who didn’t fit. The consequence of a cultural mismatch is often compared to an immune system response. It’s not a bad analogy. The first symptom is inflammation. This pain is followed by isolation of the foreign body. But in organizations, there’s no need to destroy the antigen. Few people endure outsider status for long. They quit. At the time I thought there was something wrong with those people. My enculturation was complete. Now I know it simply wasn’t a good fit.
As a consultant for two decades, I’ve been a tourist in all sorts of cultures. I’ve worked with startups, Fortune 500 companies, nonprofits, Ivy League colleges, and Federal Government agencies in multiple countries. My clients have included folks from marketing, support, human resources, engineering, and design. Being exposed to diverse ways of knowing and doing is one of the best parts of my work. But my interest runs deeper than cultural tourism. Over the years, I’ve realized that understanding culture is central to what I do.
First, as an information architect, I must understand the culture of users. When I run a “usability test,” evaluating the system is only half my aim. I also hope to uncover the beliefs, values, andbehaviors of the people who use the system. Before imposing my own theories, I want to see how they define their world. What can we learn from their use of language and the way they sort concepts into categories? Which sources of information and authority do they trust? What is the meaning behind their behavior? For years, I’ve used lightweight forms of design ethnography as part of my user research practice. It’s helped me to better understand and design for oncologists, middle school children, university faculty, bargain hunters, and network engineers. And, as the systems we design only grow more rooted in culture, I’m convinced we must dig deeper into ethnography.
Second, as an outside consultant, I must understand the culture of the organizations for which I work. Today’s systems aren’t only integral to the lives of users, but they are progressively part of the way we do business. To improve user experience, it may be necessary to change the org chart, metrics, incentives, processes, rules, and relationships. Connections and consequences run all the way from code to culture. Software that doesn’t work “the way we work” will fail like an employee who doesn’t fit. So we must also study and design for stakeholders. In my research, I always interview a mix of executives and employees about roles, responsibilities, vision, and goals. And I’ve learned that if I don’t ask the right questions in the right way, or if I don’t listen carefully and read between the lines, I may mistake the surface for substance and invent a design that won’t fit.
Bi-cultural fit
Figure 4-1. We must design for a bi-cultural fit.
In short, the right design is one that fits the company and its customers. A mismatch on either side results in fatal error. We must use ethnography with our users and stakeholders to search for a bi-cultural fit. This is tricky since culture is mostly invisible. That’s why we should start with a map.
The right design fits the company and its customers—a mismatch on either side results in fatal errortweet this

Mapping Culture

Edgar Schein, professor emeritus at MIT and the father of the study of corporate culture, offers a useful definition.
Culture is a pattern of shared tacit assumptions that was learned by a group as it solved its problems of external adaptation and internal integration, that has worked well enough to be considered valid and to be taught to new members as the correct way to perceive, think, and feel in relation to those problems.
Culture is a powerful, often unconscious set of forces that shape both our individual and collective behavior. In an organization, culture is reflected in “the way we do things here.” It influences goals, governance, strategy, planning, hiring, metrics, management, status, and rewards.
And culture is an artifact of history. Organizational culture is rooted in the values of the entrepreneur. In the early days, as leaders struggle to build the business, the beliefs and behaviors that lead to success are internalized. Eventually they become taken for granted, invisible, and non-negotiable.
At this point, it’s difficult to decipher the culture without a compass or map. Fortunately, Edgar Schein’s model offers the orientation we need. We can use his Three Levels of Culture to ask questions about any institution.
Three levels of culture
Figure 4-2. Three levels of culture.
First, what will a visitor see, hear, and feel? Artifacts include architecture, interior design and layout, technology, process, work style, social interactions, and meetings. Who’s the boss? How can you tell? Is there music? Are people talking? What do they wear? Where do they sit? When do they eat? What makes ‘em smile? Artifacts are easy to see but hard to decode. The art on the wall is visible but what does it mean? Why’s it there? Artifacts aren’t answers, but they raise good questions.
Second, what are the mission, vision, and values? How about goals, strategy, brand? Websites, annual reports, and those colorful posters so artfully framed in the lobby offer a place to start, but interviews with insiders are the only way to the truth. Espoused values are hard to miss yet often inconsistent with behavior, which is why we need “informants” to help us see what’s really going on. If teamwork is a core value, why are individuals so competitive? If the organization is user-centered, why doesn’t anyone talk to users? It’s vital to listen carefully as insiders may not know or be willing to tell the truth. Dissonance and its justifications serve as keys to the invisible culture. Entry is earned by paying attention.
Third, what are the tacit beliefs that are taken for granted and non-negotiable? Level three is all about history. What were the ways of the founders that led to success? Are they still valid or holding us back? When we fail to seize the future, it’s often because we’re blinded to the present by the radiance of our past success. Assumptions are the bedrock of culture. They are hidden and resistant to change. As organizations grow, technologies advance, and markets evolve, friction between old assumptions and new realities is inevitable, but people don’t question what they can’t see. This is where an advisor can help. Only insiders can effect cultural change, but it often takes an outsider to sketch the map.
Intertwingled



Read more about how everything from code to culture is connected in Peter Morville's new book Intertwingled: Information Changes Everything.In it, he connects the dots between authority, Buddhism, classification, synesthesia, quantum entaglement, and volleyball.