Showing posts with label goal-setting. Show all posts
Showing posts with label goal-setting. Show all posts

Monday, January 13, 2014

15 Ways Marketing Automation Can Maximize Your Content’s ROI

via Content Marketing Institute http://contentmarketinginstitute.com/2014/01/marketing-automation-maximize-content-roi/

By PAUL ROETZER published JANUARY 9, 2014

businessman holding laptop-tablet-smartphone-automationIn order to realize your performance potential, and maximize your content marketing return on investment (ROI), you’re going to need the right marketing technology.
Marketing automation has the ability to expand the value and impact of your content, capture lead intelligence, improve lead-to-sale conversion rates, drive repeat purchasing, and enhance the overall customer experience. 
Generally speaking, marketing automation takes traditionally manual tasks and, well, automates them. Activities such as contact management, list segmentation, lead scoring and nurturing, A/B testing of website pages and offers, email marketing, and performance measurement and reporting can all be done more efficiently through automation.
IDC predicts the overall market for automating marketing will grow from $3.2 billion in 2010 to $4.8 billion in 2015. Venture funding, mergers, and acquisitions in the space have fueled innovation and advances in technology, opening up significant opportunities for content marketers.
Some of the leading marketing automation players include Act-On, Eloqua, HubSpot, Infusionsoft, Marketo, and Pardot. There are others, but these solutions are a good starting point when evaluating potential partners that can help improve your content marketing ROI.

Automation at work: Creating a tech-savvy, performance-driven content campaign

Let’s say your organization’s primary goal is to infuse your sales pipeline with new leads, and you have a secondary goal of segmenting and prioritizing an existing lead database to identify opportunities.
Like any campaign, you’ll want to start with a well-defined content strategy, where you determine your target audiences, establish goal values, and create compelling content assets and offers. But for the purposes of this post, let’s focus on the more technical benefits of marketing automation.
Keep in mind, not all features/capabilities outlined below are available with every marketing automation solution. This is meant to give you perspective on what’s possible, and the areas where marketing automation can help support and streamline your essential content processes.

Building the foundational pieces for content marketing

1. Establish a scoring system: Use automation tools to define what a quality lead looks like, and how they behave. Then, apply an automated system to score leads as they enter and move through your funnel. 
For B2B marketers, important scoring criteria may include the obvious factors of job title, industry, revenue, employee size, and budget. But, now that you’re using advanced marketing technology, you can expand lead scoring to include actions taken, such as pages viewed, time spent visiting the site, webinars attended, content downloaded, social media interactions, email opens/clicks, and more.
2. Create a landing page: Every gated content asset needs a landing page on which to live. This is where you host the content and capture contact information through lead forms. The lead form fields can sync with your CRM system, automatically populating and updating contact records.
3. Use smart lead forms to gradually build contact profiles: Rather than having contact forms with 10+ fields, use what HubSpot calls progressive profiling to improve conversion rates and gather additional information about your contacts over time. Each form submission is a chance to learn more about your prospects.
4. Consider A/B testing the landing page: Not sure which image or headline to use on your landing page? Run an A/B test to show half the visitors one version, and half another. You can automate this process, and then monitor results to see which version has a higher conversion rate. 

Promoting your content

5. Develop and send tailored emails promoting your content: Email marketing to your existing contact databases is an ideal way to drive action. While your primary goal may be to generate new leads, you can use the same contact assets to capture additional information about your established leads and customers that will help you customize your content.
6. Schedule social media shares across your networks: Some marketing automation systems have social sharing built in, while others may require a third-party solution. Either way, marketing automation can help you schedule a variety of social updates to promote your content.

Gaining intelligence and driving actions

7. Capture contact information: As downloads and registrations occur on the landing pages, automation tools can directly associate responses with contact records that exist in your CRM system.
8. Segment and prioritize contacts in lists: These tools will help you define rules to automatically build lists based on pre-defined criteria. For example, you may have a “hot leads” list that includes contacts who meet a lead-scoring threshold, a “new leads” list for anyone who’s completed a form for the first time, and a “power user” list for anyone who’s filled out a form and visited more than 10 pages on the site.
9. Activate email workflows: Once you’ve moved contacts into lists, you can initiate automated email marketing. As with social media features, some marketing automation platforms include email-marketing capabilities, while others will require third-party integration.
Automated email workflows are a highly efficient and measurable way to deliver value to contacts, and nurture them through the marketing funnel. Be sure to include additional resources in your emails that relate to the content your contacts have downloaded. For example, if they download an eBook, configure your marketing automation system to follow up by sending them links to blog posts, webinars, and case studies on the same topic.
10. Create additional triggers to monitor engagement: Using automated email workflows, you can continue to monitor contact interactions — which can indicate whether or not they are progressing through the customer journey. These indications may include clicking on links, returning to your website, or downloading other content assets you have available. All of these actions should be evaluated when defining your lead-scoring system.
11. Consider using contextual content on your website: Think about the Amazon.com experience, in which the site recommends content and products based on your past interactions. Some marketing automation solutions are bringing this technology to corporate websites.
By connecting your contact database to your site, these advanced systems can recognize individual visitors and dynamically alter the content and calls to action based on their history on the site. The goal is to personalize the consumer experience, and drive increased engagement and conversion rates.
12. Support your sales team: Marketing automation tools help you set up automated workflows for your internal teams, so you can provide them with resources and recommendations to integrate content into their sales process. You can also set up automated alerts based on the behavior of leads.
For example, when a contact meets the sales-qualified-lead status defined in your lead-scoring system, you can set the system up to trigger an email to be sent to a specific sales rep. Or, you may set up alerts to notify your sales reps when specific contacts return to the website. 
13. Nurture beyond the conversion: Don’t stop at the sale. Think about the full marketing funnel, and what value your content can bring to existing customers as well. With the proper configurations of your system, you can apply the same methodologies of profiling, segmenting, and nurturing to your existing customers that you apply to your prospective customers.
14. Monitor campaign performance: Use your automation tool to set up automated reports to stay informed on how your content campaigns are performing.
15. Connect actions to outcomes: Use marketing automation technology to demonstrate the value of content. Connect content campaigns to marketing metrics that matter, and show how the campaigns directly contribute to achieving business goals.
Marketing automation gives organizations the ability to maximize the content marketing ROI of your campaigns. In order to reach your full performance potential, take actions to:
  • Build a strong foundation with lead scoring, landing pages, lead forms, and A/B testing.
  • Promote content through emails and social sharing.
  • Turn intelligence into action, and action into results, with lists, workflows, monitoring, contextual content, sales team integration, customer programs, and performance reports.
How is your organization using marketing automation to drive business results?
Looking for information on selecting the content marketing tool that will work best for your organization? Read CMI’s guide on How to Choose Content Marketing Technology.
Cover image via Bigstock

UIEtips: Design is the Rendering of Intent

via UIE Brain Sparks http://www.uie.com/brainsparks/2013/12/30/uietips-design-is-the-rendering-of-intent/

In 2008, the US Customs and Border Protection agency launched the Global Entry program, which allows pre-verified, low-risk travelers to receive expedited clearance to re-enter the United States. The CBP’s Global Entry web site is where folks sign up for this service.
GOES photo
The Home Page for the multi-screen Global Entry Signup Process
Signing up for the Global Entry system is no simple feat. It’s a multi-screen application, with confusing requests for information and uninformative error messages when you miss something. As the first impression of the program, it sends the message that you’re entering a bureaucratic process of grand government proportions.
Contrast the design of this signup process with the We The People online petition system. Released by The White House in 2011, this is an interactive web site allowing citizens to petition to The White House’s policy experts.
White House dot gov petition photo
A petition on The White House’s We The People
The release of We The People brought state-of-the-art web site production values, taking advantage of typography, layout, and color, along with a smart interaction design, to make it easy for visitors to sign existing petitions or add a new one. It gives the impression of welcoming citizens to participate in a process of civic engagement.
Both the Global Entry and We The People were designed by teams of government employees. Both teams wanted their constituents to engage successfully with the design. Yet the two designs approach that in a very different way.
The Global Entry sign-up process, though well meaning, is less friendly a process as interacting with We The People. Assuming each had similar resources and constraints, why would the two designs appear to be so different in interaction quality? The answer lies in the team’s intentions and how they rendered them.

A Working Definition for Design

Over the last year, we’ve started explaining design as “the rendering of intent.” The designer imagines an outcome and puts forth activities to make that outcome real.
We’ve found this definition seems to resonate with people more than any other. People can see the relationship between the intended outcome and the process that renders it.
It seems pretty clear to us that the Global Entry team had a typical intention of many government (and non-government) design teams: get the service up and running. A participant only has to sign-up once, then they are in the program. The application process is a necessary, first-step, but once it’s done, the participant will never have to deal with it again. The team’s intention was all about getting something in place.
In contrast, the We The People team wanted to showcase that a government design team can produce designs on par with the best non-government commercial teams. They chose to approach the user’s first interaction with the petition program as an opportunity to highlight how clean, easy-to-use designs play a role in the experience of interacting with the government.
Each team rendered a completely different intention. They each came to a completely different design.
There’s no technical reason why the We The People team had to end up with the design they did. It could’ve been frustrating and hard-to-understand, just like the Global Entry site or many other government web sites. Similarly, there’s no technical reason why the Global Entry site couldn’t have been designed to be easier and better looking. The only reason either team ended up with these sites is because they came to their designs with different intentions.

What Experience Do You Intend?

Once enrolled in Global Entry, travelers find it to be an awesome program. In most of the U.S.’s international airports, the Global Entry traveler only needs to walk up to one of the kiosks, put their fingers on the reader, and check a few boxes on the screen. They can skip the long lines to wait to talk to a Customs Officer, spending no more than a few minutes re-entering the country. It makes arriving from international travel almost as easy as getting off a domestic flight.
(As an added bonus, getting into the Global Entry program automatically qualifies you for the TSA’s PreCheck program. This dramatically improves the airport security experience.)
The experience of signing up on the Global Entry web site is in direct contrast to the experience once you’re using the service. While the web site is cumbersome and bureaucratic, the service is efficient and friendly.
The Global Entry team had great intentions for the overall service. And they’ve rendered it beautifully. Somehow, the web site didn’t get the same treatment.
Experiences are the journeys that people take before, during, and after coming into contact with our design. We can choose our intentions for what we want our users’ journeys to be. And when we render those intentions, we’re designing for our users’ experiences. Experience design is rendering intentions of the user’s journey.

Are You Rendering for the Behaviors You Intend?

A cryptic field label on the Global Entry site will stop the user in their tracks, and often result in a confusing error message. The user’s frustration will mount as they experiment with alternative approaches. Sometimes they’ll discover what the site really wants to know, sometimes they won’t, ending up abandoning the application process.
Was this game of guess-what-we’re-looking-for part of the design team’s intent? Probably not. In cases like these, the team is focused on a different intent: get the underlying database filled with the right data. Little attention is given to how that intention is rendered in the user interface.
What if the team had approached the design with a different intention? What if they had intended that users would get through the sign-up process without ever seeing an error message?
Designer extraordinaire, Robert Fabricant once said, “Behavior is the medium of design.” When we encounter a user’s behavior that isn’t what we’ve intended, we change the design until we see what we want.
The Global Entry team could get a different behavior than the frustration-based data entry confusion they get now. It would take a different design process and a consensus of the entire team that this is worth rendering.

Who Can Render the Intent?

An implication of this definition for design is how it changes our notion of who is a designer.
In any organization, many people share what they’d like to see as the intentions of the design. The business people have intentions with regards to how the business makes money. The technical people have intentions to best use servers, networks, and other technical resources. The legal team has intentions on how to best protect the organization from legal threats.
As these people use their influence to define the outcome of the design, they are, in effect, designing. There’s an old saying, everyone thinks they are a designer. Well, everyone who participates in the rendering of their intention is a designer, using this definition.
The notion of the academically-trained, experienced designer holding the keys to the design outcome fades with this definition. In fact, when we think about design in these terms, it becomes clear that many of the people rendering their intention don’t know they are designers. This implies the role of the experienced designer shifts from owning the design outcome to educating all the other designers on the team on how to best render their own intentions.
Having everyone on the team act as a designer is not, by itself, a bad thing. It brings a lot of power, knowledge, and experience to bear on what are often complex problems to solve. In fact, it can be a great thing when the team has the same intentions.

Does Our Process Get Us What We Intend?

With this definition of design, the process shifts its focus to two distinct activities: Having the team arrive at the same intentions and ensuring we render our intention the way we desire. The teams that produce the best designs are those with the process that separates these activities out.
User research and other design research activities are the core of what we use to make sure our team has a unified set of intentions. We discover what’s happening with our users that we didn’t intend. We look for places where we could do something that would improve the users’ experience. We look at what the competition is doing and ask what we could do that’s even better.
All this research helps us hone in on what our intentions should be. The best teams engage in research like this frequently and often discuss intentions explicitly. They explore different possibilities and arrive at something that everyone agrees matches their overall intention.
Many of our design deliverables, such as wireframes, prototypes, and style guides, are as much about getting agreement on what we intend as they are to move our intentions closer to done. But the deliverables themselves do not produce the designs. It’s having all the people on the team, from the product managers through the developers, sharing the same intention.
We need to look at our design process as a way to come to a single intention as much as it is to make that intention real in the world. And it’s with the lens of this new definition that we can see we still have much work to do before every design will be a great one.

Jared Spool PhotoAbout the Author

Jared M. Spool is the founder of User Interface Engineering. He spends his time working with the research teams at the company and helps clients understand how to solve their design problems. You can follow Jared on Twitter @jmspool.

Share Your Thoughts with Us

How do you assure your design process is a way to come to a single intention? Tell us about it at theUIE blog.

User Experience Versus Users

via UXmatters http://www.uxmatters.com/mt/archives/2013/12/user-experience-versus-users.php

Published: December 23, 2013
“Recently, … it seems that user experience is increasingly playing a role in formulating designs that diametrically oppose users’ wants and needs for the sake of generating greater profits.”
The field of user experience has, from its inception, championed the notion that meeting users’ needs is the path to success for digital products. Recently, however, it seems that user experience is increasingly playing a role in formulating designs that diametrically oppose users’ wants and needs for the sake of generating greater profits.

The Growth of User Experience

By the early 1990s, the term user friendly was in common use for describing software that was easy to use. Throughout the ’90s, as more companies recognized that useful, easy-to-use Web sites led to fewer customer-service issues and greater profits, the topic of usability gained prominence. Around the year 2000, the field of user experience blossomed as more and more designers recognized that the design of digital products should focus on users’ complete experience with a product rather than paying attention only to ease of use. At each new step in this progression, meeting the needs of users was the primary goal. Over the past few years, user experience has enjoyed explosive growth, as evidenced by UX-focused LinkedIn groups with more than 60,000 members and international conferences like UXPA and UX STRAT springing up to meet UX professionals’ growing need for professional development.

Subverting Users’ Needs

“Where once the goal of user experience was to increase user satisfaction, companies are increasingly leveraging user experience in a manner that is contrary to users’ needs and, in some cases, even causing users harm.”
With great growth has come increasing sophistication in the practice of user experience, as well as in the role that user experience plays in digital product design and development. Unfortunately, not all aspects of this sophistication are positive—at least not for users. Where once the goal of user experience was to increase user satisfaction, companies are increasingly leveraging user experience in a manner that is contrary to users’ needs and, in some cases, even causing users harm.
Not long ago, I raised this issue in the UX Strategy and Planning LinkedIn group that I manage. I received some passionate responses that confirmed my suspicion that some companies are using user experience to better understand users’ needs, but then deliberately thwarting rather than meeting those needs.
Many of the comments that I received in response to this topic of discussion described Web sites that had poor usability or violated UX design principles. However, such cases have been common for decades, and they are not the focus of this column. The remainder of the responses—as well as my own research into this topic—fall into three distinct categories:
  1. Not allowing users to do what they want to do
  2. Impeding key task paths with forced interruptions
  3. Tricking or persuading users to do something they would’t normally do

1. Not Allowing Users to Do What They Want to Do

“I love Apple products. … But their walled-garden approach to user experience has been a source of frustration to me for many years.”
This is the issue that got me to thinking about writing this column in the first place. I was working on a UX Strategy workshop that I was to give at UXPA in Shanghai—deep in thought and under the gun to complete the final presentation deck before the deadline—when the OS X Updates Available window shown in Figure 1 appeared in the upper-right corner of my screen. Unlike 99% of the other annoying pop-up windows that someone thought were a good idea, this one did’t have a close box, button, or link—or any visible way of closing it. There were two options, neither of which I wanted: Details and Restart. I discovered that the fastest way to escape from this cognitive pothole was to click the Detailsbutton, then quickly click Command-Q—all the while, silently cursing Apple.
Figure 1—OS X Updates Available window
OS X Updates Available window
Don’t get me wrong. I love Apple products. I own several MacBook Pros, a couple of iPads, an iPod, and a new iPhone 5s. But their walled-garden approach to user experience has been a source of frustration to me for many years. Why can’t I simply delete songs from my iPod without connecting to a computer? Why can’t I cut and paste files? No, I have to copy, change directories, paste, then return to the previous directory to delete the file. Training wheels in the OS that users can’t bypass are the Apple way.
More recently, some UX person at Apple thought it would be a good idea to remove the venerable Save As command in Lion. So now I need to go through a long chain of commands to accomplish the same thing. And I think about that UX person every time I do it and hope he or she has been fired—but not really. Apple must have realized the problems that this so-called innovation caused for users, because they’be re-enabled Save As in Mountain Lion.
Another user experience that prompted me to write this column was LinkedIn. LinkedIn is awesome! They have accomplished something amazing. Nevertheless, I get very irritated when a capability that I’be relied on for some time unaccountably disappears. All of the information that is necessary to do what I had been doing is still there. They just took out their UX surgical knife and—snip, snip—goodbye useful feature!
The UX Strategy and Planning group that I manage on LinkedIn now has a little over 8,000 members. Over the past couple of years, LinkedIn has taken away several useful group-management capabilities—presumably to create its own walled garden, so it can charge a fee for features that make the network useful. While this obviously makes sense from a shareholder perspective, it may make LinkedIn susceptible to an upstart competitor that figures out how to suck the data out of LinkedIn and return the most useful features back to its members.
One capability that I found really helpful was filtering group members by geographical region. I could tell how many people were in New York or in Europe, and this helped me in planning events like my UX STRAT Masterclass series. This capability just disappeared one day.
Members used to be able to communicate with one another without having to pay to send In Mail. I found this feature very useful for community building. But LinkedIn removed this capability, presumably to drive members out of the free zone and into their paid services.
LinkedIn has also reduced the abilities of group managers to control how content appears on the group’s main page, thwarting managers like me who curate the content carefully. They used to provide very logical displays of most-recent and most-popular comments, with Manager’s Choice items appearing at the top of the page in a carousel. However, in recent months, LinkedIn has rejiggered the formula that determines how items appear on the group’s main page—and to be honest, even though I look at it several times a day, I still don’t have any idea how the new content arrangement works, especially the Manager’s Choice feature. I imagine that they did this to push advertising slots upward in the visual hierarchy of the page, but it seems to have made the group landing page more random and less useful for getting a quick view into what’s happening in the group. Less control, more advertising. Snip, snip.

2. Impeding Key Task Paths with Forced Interruptions

“Most of the comments that I received from … group members … centered on such road blocks—that is, interstitial screens that interrupt users’ chosen path or content to display something they did’t select.”
Recently, I was sitting in Starbucks with my 14-year old daughter Carina. We were having a father-daughter work day, and both of us had our notebook computers out. For some reason, we were having a hard time getting on the free wireless network that Starbucks offers—and that I’be been using for years. It turned out that Starbucks had changed the sign-in user experience for its wireless network—from clicking a checkbox to agree to terms to watching a full-length commercial with a choice at the end to either follow the ad path further or go online, as shown in Figure 2. I finally figured out that closing the window after the commercial did’t take me online. I had to watch the entire commercial over again, then click the option to go online. I explained this to my daughter once I’d figured it out. She laughed incredulously and asked, “You’re joking right?”
Figure 2—Barrier to using Starbucks’s free Wi-Fi network
Barrier to using Starbucks’s free Wi-Fi network
Most of the comments that I received from UX Strategy and Planning group members when I asked for input for this column centered on such road blocks—that is, interstitial screens that interrupt users’ chosen path or content to display something they did’t select. Inserting advertising into the path of free content was one of the main complaints.
Lan Guo wrote, “YouTube! Those painful commercials you have to sit through before you can skip.” Chris Mockus described the barrage of advertising that appears when watching TV or movies online: “You can pretty much watch anything for free in a browser, but have to survive a gauntlet of anti-usability, trying to get you to click an advertisement.” Michael Boyer pointed out Forbes.com as an example of content companies that display full-screen interstitial ads like that shown in Figure 3 before presenting the content that a user has selected.
Figure 3—Intrusive ad on Forbes.com
Intrusive ad on Forbes.com
Nick Choo noted a couple of ironies in the full-screen ads: “OpenRice HK forces users to look at advertisements that cover the entire landing screen. Users have to close the ads before they can use the app. Funny, but I can’t remember any of the ads. It’s quite annoying, but … I’m still using [the app].”
Some commenters defended advertisers. Gabriel Patru wrote, “People expect ads when browsing for content. Yes, ad blindness is a behavior that is characteristic of heavy users and, most of the time, goes hand in hand with non-relevant ads. But, guys, online ads are still working. If not, they would naturally disappear.”
“It’s pretty clear … that ads are not working the vast majority of the time. The only people who don’t think that is true are the people embedded in the advertising world….”—Jared Spool
Jared Spool disagreed: “It’s pretty clear, as someone who spends a lot of time watching people use Web sites, that ads are not working the vast majority of the time. The only people who don’t think that is true are the people embedded in the advertising world—either advertisers or publishers that have decided they can survive only with advertisers.” Jared also proposed a solution: “But the smart publishers are seeing the writing on the wall and are moving away from ads. One doesn’t have to go much farther than the new designs coming out of the NY Times—like The Jockey—to see how they are moving away from pages riddled with ads, decreasing their page views and click-through revenue. I expect we’ll see more of this in the future, as business-model alternatives like metered paywalls become more prevalent.
Just because we’be done it for years doesn’t mean that everyone wants it.”
Danielle Cooley focused on other kinds of roadblocks: “I have seen a crazy rash of newsletter sign-up roadblocks lately and auto-playing videos that just has me going nuts. When did this become the new standard?” Danielle pointed out a recent roadblock with a surprisingly deceptive outcome: Clicking the close box took viewers to the promotion in the interstitial! Danielle explains, “One egregious [example] was the recent Slate debacle, where they put in a roadblock for their new online store (bad), then the X to close actually took the person to the store. Slate competitor salon.com [published] an article about it….” Figure 4 shows the offending roadblock.
Figure 4—Slate roadblock
Slate roadblock
Danielle also pointed out companies that present full-page offers to current customers who are trying to complete a task. She wrote, “This overlay appeared when I went to shutterfly.com, where I am already a customer. A sign-up form [was] the last thing I wanted to see.” Figure 5 shows the overlay.
Figure 5—Shutterfly newsletter sign-up form
Shutterfly newsletter sign-up form
Ronnie Battista took a different tack from most of the people who responded to my question: “I’ll be the first to hammer those commerce companies that either use deceptive, dark patterns or just obfuscate the process to extract primary or additional revenue in whatever form. When I have chosen to enter into a business transaction with you, to give you my money for your product or service, I expect an experience that demonstratively convinces me that I’m the center of your universe. Or, at the very least, that you’re not trying to get one over on me.
“But when it comes to anything free, it’s a completely different ballgame. As the saying goes—I’be seen this attributed to Facebook most often—“If you’re not paying for something, you’re not the customer; you’re the product being sold.” I’d put it this way: The customer is king; the window-shopper is meat. Free is free. If you did’t pay for anything, you aren’t owed anything, including a good experience.”

3. Tricking or Persuading Users to Do Something They Would’t Normally Do

“Many people who responded … were disturbed by UX designs that deliberately push or even trick users into making choices that benefit the company sponsoring the experience. These so-called dark patterns … are creeping into many Web sites and mobile apps….”
Many people who responded to my discussion thread were disturbed by UX designs that deliberately push or even trick users into make choices that benefit the company sponsoring the experience. These so-called dark patterns that are creeping into many Web sites and mobile apps have become so numerous that a Web site is now dedicated to them: Dark Patterns.
Gisella Famà, Senior UX Architect at Digitas Health, complained about the RyanAir flight booking process: “Every single page, tick box, and drop down is designed to make you pay more—and pay for things you did’t really want.” Gisella wrote that RyanAir’s site design is an "…example of UX completely designed on the client’s needs, without really considering the user experience and satisfaction at the end of the journey. User experience should be the best possible solution, considering both the client’s objectives and user needs.” Antonio Starnino concurred, “The Ryanair checkout process. Dark Patterns; dark patterns everywhere.”
As an example, Gisella described the approach that RyanAir uses to offer travel insurance to its customers, shown in Figure 6: “The possibility of choosing to travel without insurance, [with] no added fee is [hidden] on purpose…. You have to scroll down in the countries options to find it.”
Figure 6—Travel insurance offer on RyanAir
Travel insurance offer on RyanAir

But Is This Really Wrong?

“Get the stakeholder [or] client to explain the problem they are trying to solve. Once you understand their problem, you will be able to present options and explain the risk of each option. Hopefully, you can find a way to solve the core problem that won’t hurt users.”
Jessica Hall provided some concrete advice for combating requests to design dark patterns: “I’ve received a few questionable requests in the past. Luckily, most of the time, the client or stakeholder [didn’t] intend to be irresponsible; they just didn’t think it through. I have two ways of handling this that have worked for me.
  1. Work the problem. Resist the urge to recoil in horror, and get the stakeholder [or] client to explain the problem they are trying to solve. Once you understand their problem, you will be able to present options and explain the risk of each option. Hopefully, you can find a way to solve the core problem that won’t hurt users.
  2. Use a business frame. Frame the user problem as a business problem. Shady tactics may work in the short term, but they have disastrous consequences in the medium-to-long term. Does anyone have data on how dark patterns are hurting businesses?”
Josephine Giaimo wrote, “Of course, revenue needs to be generated. The question is how to do so effectively and as part of an overall design philosophy that does not diminish, but empowers the user.”
Doug Morrow suggested that the key is respect: “Good user experience is based on mutual trust and respect. If I go into a store and am harassed and demeaned by the staff, I will leave and not come back. If, however, staff engage me with respect and courtesy, I am not upset when they ask if I ‘want fries with that’ or offer me a credit card….” Mike Cunningham agreed with Doug, but adds: “The question that has to be answered is: long- or short-term relationship? The [long-term view] of this relationship is at stake.”
Paul McAleer notes that there are some concrete disincentives for changing the status quo of UX dark patterns: “Conjecture based on experience: These dark patterns bubble up because they have very clear perceived value—whether it’s … true or not—that is, people click banner ads [or do] not remove defaults in checkout. Coming up with other options that would cater more to a user’s needs may cost more—time, money—and that carries additional risk. Some people simply don’t have the stomach for that.”
Mateus Barreto thinks that the issue is not just our being asked to create one or two sites whose user experience works against users’ wants and needs, but rather, that it’s starting to appear in UX job descriptions. He wrote, “It’s really not just about ads. I’ve seen job descriptions from Web agencies in which UX was basically defined as conversion optimization. While a UX practitioner must take into account all stakeholders—including taking business strategy very seriously—that is an absurdly myopic vision of the profession and bodes poorly for the perception of value [that] our work brings to companies.”

Conclusion

“I don’t want to do work that makes people buy things they can’t afford, don’t want, or don’t need. … However, I don’t think it’s wrong for other UX professionals to devise clever designs that push users from free to paid services.”
I don’t want to do work that makes people buy things they can’t afford, don’t want, or don’t need. There’s plenty of opportunity for helping people to satisfy their needs and reach their goals using digital tools, and that’s where I’d rather spend my time. However, I don’t think it’s wrong for other UX professionals to devise clever designs that push users from free to paid services. It’s a risky business—in that as soon as there were an equivalent free version, people would likely to switch to that option. But it’s not wrong.
Advertising will always be with us because marketers lack the imagination to design user experiences that entertain, engage, and inform, while also building awareness of a product or service. That’s where we come in. I don’t want to design roadblocks to content, but it’s not wrong to advertise.
Deception is clearly wrong. If the intent of a design is to obscure the fact that a site is adding costly options to a purchase without a user’s making a deliberate choice to add them, I consider that an ethical breach in which UX designers should refuse to participate.
- See more at: http://www.uxmatters.com/mt/archives/2013/12/user-experience-versus-users.php#sthash.RYzt9aQk.dpuf

10 Commandments of UX Strategy

via UXmatters http://www.uxmatters.com/mt/archives/2014/01/10-commandments-of-ux-strategy.php

Published: January 13, 2014
“I set out to frame what I have been observing in the UX strategy industry and hearing in conversations with others in the field. My hope was to capture the core, essential elements of UX strategy….”
When considering my topic for the presentation that I gave at the UX STRAT conference in Atlanta, in October 2013—knowing that I would be speaking to an audience of respected peers and industry leaders in the emerging field of UX strategy—it was challenging to add something new or novel to the conversation. So I set out to frame what I have been observing in the UX strategy industry and hearing in conversations with others in the field. My hope was to capture the core, essential elements of UX strategy while, at the same time, not missing anything important. This article is based on that presentation.
My interest in this topic came from a few places, including the following:
  • The failed effort to create a UXPA International Certification program, which I undertook during my three years as Director of Certification for the UXPA. That was quite an eye-opening experience, given the strong and vocal opinions both for and against certification.
  • Emerging professional trends, both within and outside of user experience, that emphasize speed to market—for example Lean, agile, and “fail forward fast.”
  • The competitive challenges that we face teaching user experience at Rutgers—for example MOOCs (Massive Open Online Courses), programs like General Assembly, and the increasing number of 1- to 3-day UX intensive workshops. Is it me or are they multiplying like rabbits?
  • The continuing confusion over what user experience is and isn’t versus other UX-related disciplines that are not called user experience, such as customer experience (CX), information architecture (IA), service design (SD), and experience design (XD).
  • Getting a bit existential about what UX strategy means for us—and selfishly, for my next 20 plus working years—and for our future UX leaders.
I purloined the idea to frame this as 10 Commandments from another list of 10 that I coauthored a few years ago at my previous company—where, to better market what we did to external audiences, we created the “10 Immutable Truths of Experience Design.”
Here are some questions that I asked myself and the UX STRAT audience, which I’d like you to consider before we get to the Commandments.
  • Do you believe that UX strategy is inherently different from other UX/CX/IA/SD/XD research, design, and evaluation work? Or is it a combination of all of these? Or perhaps an umbrella that covers all of them?
  • What about service design (SD) and experience design (XD)? Are they identical to UX strategy?
  • Beyond our self-styled professional titles, do you believe there is—or should be—some criteria that qualify someone as a UX Strategist?
  • Have you worked on a UX-strategy project that did not involve a digital interface?
  • Are there deliverables that UX Strategists should employ rather than people in other roles—for example, customer journey mapping?
  • And, if this field is indeed emerging, for those at the start of their careers looking for the color of their parachute, what type of people are better suited for UX strategy? Right-brainers or left-brainers? Whole-minders?
“The 10 Commandments of UX Strategy are key areas of our profession that I think all UX Strategists must strive toward and, to the best extent possible, should try to infuse in their professional practice.”
Ultimately, the two questions that I’m constantly asking myself are:
  • How can I be the best in an emerging field that is still defining itself?
  • How can we help build this profession to grow and support those who come after us?
Three final points about the title of this article lest anyone think that I’ve used the word Commandments to mean anything prophetic or irrefutably conclusive:
  • Similar to the biblical 10 Commandments, which are a mix of the practical and the emotional—don’t kill people—and those that are a bit more cerebral in nature—don’t covet your neighbor’s ass, my UX-strategy commandments cover a broad scope.
  • Religious affiliations aside, I’d submit that, like the biblical 10 Commandments that Moses received, some of these UX strategy commandments are a bit easier to follow than others. Considering the same examples from the previous bullet point, few would dispute that “Thou shalt not kill” is not an easy commandment to check off. But not coveting your neighbor’s stuff is not so easy. (You should see the massive home-brew setup my boss has in his basement, I covet the hell out of it!) The 10 Commandments of UX Strategy are key areas of our profession that I think all UX Strategists must strive toward and, to the best extent possible, should try to infuse in their professional practice.
  • I like the definition of a Commandment: “noun—a statement of what to do that must be obeyed by those concerned.” The 10 Commandments of UX Strategy is far a catchier title than “10 Things We Must Obey,” right?
  • Commandments are nuanced. Arguably, “Thou Shalt Not Kill” should notapply to a soldier fighting in defense of his or her country.
  • And finally, as I said to the UX STRAT audience, which comprised folks who could speak to any of these commandments better than I can, I know I’m preaching to the choir. I don’t expect these commandments to strike many of you as eye-opening revelations. So, in reading this article, please consider this as my attempt at trend analysis or aggregation rather than as anything resembling thought leadership.

The 10 Commandments of UX Strategy

  • THOU SHALT FOCUS ON THE BIG PICTURE
  • HONOR YOUR COMPANY AND CUSTOMER, BUT COVET YOUR NEIGHBOR’S ASS
  • THOU SHALT NOT STEAL THY EMPLOYEE’S HUMANITY
  • REMEMBER TO KEEP HOLY THE CONTEXT
  • THOU SHALT NOT KILL THY CAREER
  • THOU SHALT NOT BEAR SPECULATIVE WITNESS
  • THOU SHALT STAY FAITHFUL TO UX GOVERNANCE
  • THOU SHALT NOT SPEAK UX IN TONGUES
  • THOU SHALT NOT WORSHIP DIGITAL ONLY
  • THOU SHALT PRACTICE UX WITH HUMAN-CENTRIC INTEGRITY

I. THOU SHALT FOCUS ON THE BIG PICTURE

“UX strategy requires a solid understanding of business goals, vision, and drivers. There willalways be strategic UX initiatives and projects, but those with the greatest chance of providing long-term sustainable business value are UX solutions that stay framed in the big picture.”
UX strategy requires a solid understanding of business goals, vision, and drivers. There will always be strategic UX initiatives and projects, but those with the greatest chance of providing long-term sustainable business value are UX solutions that stay framed in the big picture. As the title of Harley Manning and Kerry Bodine’s excellent book Outside Insuggests, we need to help our companies look outside in. Seek the UX strategy behind even the most tactical engagement. There will always be tactical engagements, and chances are that you’ll be doing a lot more of them in your career than the game-changing, C-level enterprise transformations. But you must ensure that you do everything that you do, no matter how small it may seem, with an eye toward and a focus on the bigger picture—creating the holistic experiences that we all should seek to create.
Within this big picture is an implicit understanding of value. UX Strategists have a great understanding of the human impact of business decisions, and it’s important to recognize and be prepared to articulate that human impact, as well as the value that businesses are trying to create for themselves, customers, and shareholders.

II. HONOR YOUR COMPANY AND CUSTOMER, BUT COVET YOUR NEIGHBOR’S ASS

What are the specific business levers that enable your company to win over competitors, and how can the user experience that you create directly impact them? You should not speak the name of UX strategyunless you can articulate the competition, the company, and the customer. So, in contrast to the Biblical commandment, you should covet your neighbor’s ass if he’s making money on it. Find out why, and continually look ahead and behind you. I give the full copyright to this commandment to Paul Bryan and his UXmatters column “3 Keys to Aligning UX with Business Strategy.” He nails it.

III. THOU SHALT NOT STEAL THY EMPLOYEE’S HUMANITY

“For the up-and-coming generations, especially Generation C, the brightest … will take their skills to companies that create the work experience and environment that they have come to expect.”
There are at least two sides to every interaction, and often, both are human. You must pay attention to the mutual success of these interactions. There are optimal paths for both to be successful. As Frederick Reichheld wrote in The Loyalty Effect, “If you wonder what getting and keeping the right employees has to do with getting and keeping the right customers, the answer is everything.” This is fast becoming a need-to-have for the up-and-coming generations, especiallyGeneration C, the brightest of which will take their skills to companies that create the work experience and environment that they have come to expect.

IV. REMEMBER TO KEEP HOLY THE CONTEXT

Unfortunately, our global supply of true ‘genius design’ potential—for example, Steve Jobs—is inversely proportional to that for well-intended senior executives, Product Owners, and creative designers who get gut feelings that are unencumbered by facts. Of course, we need to know the context of interactions before we can hope to create an optimal product or service. However, I have yet to meet anyone in this field who, for even a few years, hasn’t had to compromise doing needed context-based research to meet a budget, deadline, or executive demand. And we make these decisions fully aware of the potential negative—or, if we’re lucky, just less-positive—impacts on the audience who ultimately inherits our design solutions? It is incumbent upon the UX Strategist to advocate strongly that UX research be part of any attempt to create or redefine a user experience. But pick your battles because you likely won’t win all of them. Still, fight hard to get research included in your projects.

V. THOU SHALT NOT KILL THY CAREER

“For every tried-and-true technique, tool, methodology, or belief system that we employ in user experience, there seems to be an exponential number of new and exciting ways to advance our shared cause.”
For every tried-and-true technique, tool, methodology, or belief system that we employ in user experience, there seems to be an exponential number of new and exciting ways to advance our shared cause. This is to be expected as more and more people enter the field of user experience from different industries, cultures, and educational backgrounds. As with many other professions, there are new products, tools, and methods to help UX professionals do their jobs better. Although, there are some who believe that it’s all the same stuff, just with different packaging or more efficient delivery systems.
We must resist the dogma of UX philosophy and practice that some in our field espouse. Some UX professionals are unwilling to embrace the evolution of UX design and strategy practice, which has changed and continues to change the way we conceive and deliver UX design solutions. While one need not accept every newfangled advance as gospel, UX Strategists must keep their minds open to understanding current software user experiences, processes, and services. According to NY Times columnist and Pulitzer Prize–winning author Thomas Friedman, we must always be learning. And our field has no shortage of opportunities to better ourselves and our business results.

VI. THOU SHALT NOT BEAR SPECULATIVE WITNESS

“Big data will always require UX strategy, because we askwhy something happened, interpret the data to glean valuable insights, and turn big data into big-impact solutions.”
Relying solely on either anecdotal, observed behavior or set, targeted metrics is better than having no evidence, but a true UX strategy understands, embraces, and employs both.
For those who are qualitatively minded: There are scant few in our field who would forsake direct, interactive research with people. We need our companies to understand that they need to connect with real human beings, even if we think—or they think—we already know the answers. AsWill Evans so perfectly captured the need: “If you don’t talk to your customers, how will you know how to talk to your customers?”
For the quantitatively minded: Companies like Amazon and Netflix have created game-changing customer experiences with their strong focus on analyzing user behavior through big data. The use of Web analytics will only increase in the coming years. The growing deluge of data provides infinite ways to assess, predict, and report on key insights into consumer behavior. But big data will always require UX strategy, because we askwhy something happened, interpret the data to glean valuable insights, and turn big data into big-impact solutions.

VII. THOU SHALT STAY FAITHFUL TO UX GOVERNANCE

“An ongoing UX governance program that measures and optimizes the user experience is vital to the long-term viability of a UX strategy.”
I believe governance remains one of the most talked about yet underserved and undelivered elements of UX strategy. Experience is fluid, with periods of evolution and revolution. An ongoing UX governance program that measures and optimizes the user experience is vital to the long-term viability of a UX strategy. Regrettably, companies are littered with great UX strategy work that ended with a shiny deliverable, a slap on the back, and UX projects that died on the vine. Too often, business conditions—which are too numerous to list—cause great ideas to wither or be abandoned altogether as soon as a project gets deployed in production.
One of the most popular and fastest emerging UX strategy tools is the customer experience journey map; but this tool can take you only so far. As I’ve personally experienced, intricate customer journey maps can offer tremendous business value. They can track conversion metrics, decipher strengths and weakness in acquisition and retention, provide core insights to business investment in systems, people, and processes—the list goes on. But our use of this tool is powerful only to the extent that our work is actually integrated into business execution. Without an ongoing UX governance program to measure and optimize the user experience, a journey map is likely just a cool-looking diagram that someone has put up in his cube.
Whenever possible, avoid embarking on strategic UX efforts until you can get clarity and commitment on how your team will iterate, maintain, report, and prioritize the work. We need to infuse this approach into the company’s program or portfolio management infrastructure. That’s where business leaders manage their investment. When businesses give the same respect and authority to an Experience Management Office as to the Project Management Office (PMO), UX strategy will have reached an important evolutionary milestone.

VIII. THOU SHALT NOT SPEAK UX IN TONGUES

“The business intent gets lost in translation because executives who weren’t involved in the generation of journey maps have neither the time nor the inclination to figure out what they’re supposed to do with them.”
At heart, a UX Strategist understands that user experience and the practice of user experience are ultimately matters of communication. This communication can take a few different forms:
  • advocacy for the human audience by an empathetic translator or proxy
  • communication of the utility and inherent value of products and services through our design work
  • and last but not least, the ability to convey to business leaders the experience implications of why to choose or not choose a particular path—and the value of ongoing investment and growth in user experience
Ironically, we continue to struggle on this last one. It’s certainly been a work in progress for a while now.
For example, consider the communication challenges of the aforementioned journey map. Oftentimes, UX teams create elegant, intricately detailed maps that do a great job of convincing those who view them that a lot of thought and research went into their creation. But the business intent gets lost in translation because executives who weren’t involved in the generation of journey maps have neither the time nor the inclination to figure out what they’re supposed to do with them. A journey map—which might perhaps be better named a business destination map—that you intend to speak for itself can quickly become a dead-end if you’re not conveying its value in a way that businesses can digest and act on.

IX. THOU SHALT NOT WORSHIP ALL THINGS DIGITAL

“Keep real people in mind when designing digital products and services. However, as UX Strategists, our work should and must extend far beyond what, for some, is slavish, fetishized devotion to all things digital.”
UX professionals have played a significant role in making digital user interfaces and technology easy to use, accessible, and for some, seemingly irreplaceable. We can and should continue to keep real people in mind when designing digital products and services. However, as UX Strategists, our work should and must extend far beyond what, for some, is slavish, fetishized devotion to all things digital.
The majority of UX professionals make their living doing work specifically for digital user interfaces and devices, so I’m not suggesting that anyone stop doing anything they’re doing or that digital is in any way bad. However, in conversations with colleagues and peers, I’m not alone in thinking that the human element of interaction—absent devices and technology—is an area that, ironically, is underserved. We must remain mindful of the lives and interactions that we experience offline in the services our companies and clients deliver—not to mention cities, museums, non-profits, and a host of other entities that could use our help. The emergent Service Design is a welcome profession that we should look to for guidance and techniques in approaching our work.
Venturing into somewhat murkier moral waters, this isn’t simply about looking at physical connections and services through a wider lens. As UX Strategists, we should try to take on the voice of a human advocate when considering the impacts and consequences of the digital world that we’ve helped to create, as well as how we can help shepherd the inevitable move toward a more digital existence. If you haven’t read Nic Carr’s The Shallows or Sherry Turkle’s Alone Together, read them. Both present quite detailed and fascinating studies on the seismic impacts technology is having on our brain’s structure, our ability to process information, and our basic emotional connections and relationships.

X. THOU SHALT PRACTICE UX WITH HUMAN-CENTRIC INTEGRITY

“As a UX Strategist, I believe that we have a moral and ethical imperative to ensure that what we create, both within and outside our profession, should ideally improve the lives of others—and at the very least, do no harm”
This last commandment is perhaps an extension of the previous one. (In fairness, coveting stuff got stretched out to two commandments in the Bible.) What I’m talking about here is something akin to taking the Hippocratic Oath. As a UX Strategist, I believe that we have a moral and ethical imperative to ensure that what we create, both within and outside our profession, should ideally improve the lives of others—and at the very least, do no harm. Here’s the point: as strategic UX advisors, we are in the vanguard of the technological revolution that has already irrevocably changed human interactions over the last two decades. Possessing the tools and skills to capitalize on human behavior in particular contexts is a powerful thing. We translate business and technology for the human condition, and this noble charge begets great responsibility. The emergence of methods and tools to support these ideals are numerous and growing. For example, the promise of big data is a force multiplier that we’ve only just begun to crack. Targeted neuromarketing is as exciting a concept as it is frightening.
I strongly believe that the field of user experience continues to be a beacon of integrity. We’ve helped provide countless examples of positive human advancement—especially in areas like accessibility and third-world product solutions. But I’m also aware that, as UX professionals, we need to make a living, and when it comes to business, things get more complicated.
In commerce, there’s nothing morally wrong with up-selling or cross-selling products, featuring your product over a better one on an end-cap in a supermarket, and so on.
But things like the institutionalization of FUD (Fear, Uncertainty, and Doubt) as business strategy concern me. For example, a colleague and friend of mine quit her job at a firm in part because she was asked to create cartoon storyboards to convince teen-aged young women who wore glasses that they were not pretty, and that popularity was reserved for those who wore contact lenses. That’s just wrong. We must adhere to our core principles of helping others as best we can and have the courage and moral integrity to push back on businesses when there is clear intent to cause harm, in any form, to elicit a purchase or transaction.

Conclusion

“How can we build this profession to ensure that it grows to support those who come after us?”
So, what do you think? Did I get these commandments right? What shouldn’t be here? What did I miss? And back to my original point, help me to answer these questions:
  • How can I be the best in an emerging field that’s still defining itself?
  • How can we build this profession to ensure that it grows to support those who come after us?
  • Do we, as UX professionals, think we should provide more concrete criteria for success in living up to these commandments?
  • Agile has its “Manifesto.” Is there or should there be one for UX strategy?
I’ll end with a quote from Sherry Turkle’s Alone Together that has stuck with me. I used it as a touchstone when considering these 10 Commandments of UX Strategy:
“Technology reshapes the landscape of our emotional lives, but is it offering us the lives we want to lead? … What are the responsibilities here? … What do we have, now that we have what we say we want—now that we have what technology makes easy. This is the time to begin these conversations, together. It is too late to leave the future to the futurists.”
Sherry Turkle’s prescience in delivering this challenge makes it seem that she was speaking to UX Strategists. We are well-positioned to tackle this challenge. I’d love to be part of the conversation about how we can do this together—for both ourselves and the next generation who will take this profession forward.
- See more at: http://www.uxmatters.com/mt/archives/2014/01/10-commandments-of-ux-strategy.php#sthash.1r082bbN.dpuf