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DESIGNING
GLOBALLY, THINKING
LOCALLY: AN
ARGUMENT FOR
DESIGN WORKFLOW
VIRTUALIZATION

Guiseppe Getto
gettog@ecu.edu
Kirk St.Amant
stamantk@ecu.edu
East Carolina
University
WHAT WE’LL COVER
 The State of Global UX Research

 What Is “Design Workflow Virtualization?”

 From Global Users to Local Stakeholders

 Implications
STATE OF GLOBAL UX RESEARCH
 User-Centered Design (UCD)
 “To maximize the usability of a product, the user should be involved
from the product’s inception.” – Courage and Baxter
 Design as requirements gathering followed by iteration

 UCD paradigm does not go far enough towards including users

within actual design processes – Sharon, Buley, Getto
 User Experience Design (UX) as contextual, participatory design
 Persona (or archetypal user) development
 Design process is built from “user’s own goals and measures” –
http://uxdesign.com
STATE OF GLOBAL UX RESEARCH, 2
 Problems when addressing international users
 The problem of “factoid-based” design – Axtel
 The issue of context of use and adaptive technology – van Reijswold
 Not localization but transcreation – Schaeler

 Designing with internati onal users
 Requires a new set of considerations – Ghemawat; Quesenbery&Szu; Sun; Rau,
Plocher, &Choong
 Many (most?) large-scale product deployments in the West rely on solely Western
user bases
 Designers should thus “localize” their research methodologies – Sun
 Response of UX designers in the West to localization is persona development
 But does this process rely on a Westernized notion of individuality (an individual
represents the whole)? When does persona development stop?
“DESIGN WORKFLOW
VIRTUALIZATION?”
 “Workflow virtualization”: distributed work of any kind in a

virtual environment (e.g. outsourcing)
 Tax prep work
 Medical records processing
 Basic legal brief processing

 “Design workflow virtualization”: distributed design work in a
virtual environment (e.g. code, interface design, user research,
user testing, etc.)
 Examples
 Github
 Usertesting.com
 Treejack
“DESIGN WORKFLOW
VIRTUALIZATION?”, 2

http://www.optimalworkshop.com/treejack.htm
“DESIGN WORKFLOW
VIRTUALIZATION?”, 2
 What is the need?
 International online access
 Global deregulation of professions/services
 Offshoring markets (cheaper, faster, and better?)
 International online markets and storefronts
 On-site transcreationand more . . .
FROM GLOBAL USERS TO LOCAL
STAKEHOLDERS
 “Design locally, think globally” becomes “design

globally, think locally”
 Cultural issues: what are the assumptions, values, and practices
that international users bring with them into online environments?
 Technological issues: what tools, skills, resources, and preferences
do users bring with them?
 Global issues: what large-scale contexts, environments, and
architectures are users accustomed to operating in?
 Local issues: what micro-level contexts, environments, and
interfaces are users accustomed to?
IMPLICATIONS

(Getto 2014)
FROM GLOBAL USERS TO LOCAL
STAKEHOLDERS, 2
 Question from before: when does persona development stop?
 Qi, the busy international student enrolled in an accelerated summer
writing course, version 1
 Cultural issues: truly valued and wanted to learn digital technologies; unafraid of
trying them out; from a province in China that had successfully blocked access to
most social media platforms
 Technological issues: very proficient in Standard Edited American English; also
proficient in several digital technologies (e.g. QQ, HTML, etc.); preferred to
communicate in SEAE in school settings
 Global issues: used to dealing with multiple digital platforms at once; multi -tasker
 Local issues: very outspoken student in class; seemed trusted by other students;
was often the first to present problems others were having; taking multiple
accelerated classes at once
FROM GLOBAL USERS TO LOCAL
STAKEHOLDERS, 3
 Question from before: when does persona development stop?

 Qi, the team leader, version X
 Cultural issues: was an early adopter of all technologies I introduced;
very critical of attempts to block citizen access to technology
 Technological issues: introduced QQ as a way for student teams in the
class to collaborate in a bi-lingual and networked space
 Global issues: helpful with improving overall class workflow
 Local issues: became a kind of student representative for

technological and linguistic issues his peers were having
FROM GLOBAL USERS TO LOCAL
STAKEHOLDERS. 4
 Answer: persona development should never stop
 Fold international users into UX processes when they are potential
end-users
 UX methods are messy, but that’s okay – Sharon
 Personas as “archetypal users” (i.e. subject positions) – Turner,
Quesenbery, Foucault
 UX strategy vs. simple iteration
 Discussion guide (collection of personas) OR other deliverables as

living documents/containers of an ongoing investigation
IMPLICATIONS
 Achieving cheaper, faster, and better with UX methods (airfare

vs. using an ICT)

 Accessing international co -workers and clients successfully

 Increasing global participation in markets

 Expanding education on an international (and bi -directional)
level

 Avoiding (hopefully) international legal issues
THINGS FOR DISCUSSION
 Topics for future research

 Opportunities in education

 Roles of different fields/professions

 Skills for addressing situations

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Designing Globally, Thinking Locally: An Argument for Design Workflow Virtualization

  • 1. DESIGNING GLOBALLY, THINKING LOCALLY: AN ARGUMENT FOR DESIGN WORKFLOW VIRTUALIZATION Guiseppe Getto gettog@ecu.edu Kirk St.Amant stamantk@ecu.edu East Carolina University
  • 2. WHAT WE’LL COVER  The State of Global UX Research  What Is “Design Workflow Virtualization?”  From Global Users to Local Stakeholders  Implications
  • 3. STATE OF GLOBAL UX RESEARCH  User-Centered Design (UCD)  “To maximize the usability of a product, the user should be involved from the product’s inception.” – Courage and Baxter  Design as requirements gathering followed by iteration  UCD paradigm does not go far enough towards including users within actual design processes – Sharon, Buley, Getto  User Experience Design (UX) as contextual, participatory design  Persona (or archetypal user) development  Design process is built from “user’s own goals and measures” – http://uxdesign.com
  • 4. STATE OF GLOBAL UX RESEARCH, 2  Problems when addressing international users  The problem of “factoid-based” design – Axtel  The issue of context of use and adaptive technology – van Reijswold  Not localization but transcreation – Schaeler  Designing with internati onal users  Requires a new set of considerations – Ghemawat; Quesenbery&Szu; Sun; Rau, Plocher, &Choong  Many (most?) large-scale product deployments in the West rely on solely Western user bases  Designers should thus “localize” their research methodologies – Sun  Response of UX designers in the West to localization is persona development  But does this process rely on a Westernized notion of individuality (an individual represents the whole)? When does persona development stop?
  • 5. “DESIGN WORKFLOW VIRTUALIZATION?”  “Workflow virtualization”: distributed work of any kind in a virtual environment (e.g. outsourcing)  Tax prep work  Medical records processing  Basic legal brief processing  “Design workflow virtualization”: distributed design work in a virtual environment (e.g. code, interface design, user research, user testing, etc.)  Examples  Github  Usertesting.com  Treejack
  • 7. “DESIGN WORKFLOW VIRTUALIZATION?”, 2  What is the need?  International online access  Global deregulation of professions/services  Offshoring markets (cheaper, faster, and better?)  International online markets and storefronts  On-site transcreationand more . . .
  • 8. FROM GLOBAL USERS TO LOCAL STAKEHOLDERS  “Design locally, think globally” becomes “design globally, think locally”  Cultural issues: what are the assumptions, values, and practices that international users bring with them into online environments?  Technological issues: what tools, skills, resources, and preferences do users bring with them?  Global issues: what large-scale contexts, environments, and architectures are users accustomed to operating in?  Local issues: what micro-level contexts, environments, and interfaces are users accustomed to?
  • 10. FROM GLOBAL USERS TO LOCAL STAKEHOLDERS, 2  Question from before: when does persona development stop?  Qi, the busy international student enrolled in an accelerated summer writing course, version 1  Cultural issues: truly valued and wanted to learn digital technologies; unafraid of trying them out; from a province in China that had successfully blocked access to most social media platforms  Technological issues: very proficient in Standard Edited American English; also proficient in several digital technologies (e.g. QQ, HTML, etc.); preferred to communicate in SEAE in school settings  Global issues: used to dealing with multiple digital platforms at once; multi -tasker  Local issues: very outspoken student in class; seemed trusted by other students; was often the first to present problems others were having; taking multiple accelerated classes at once
  • 11. FROM GLOBAL USERS TO LOCAL STAKEHOLDERS, 3  Question from before: when does persona development stop?  Qi, the team leader, version X  Cultural issues: was an early adopter of all technologies I introduced; very critical of attempts to block citizen access to technology  Technological issues: introduced QQ as a way for student teams in the class to collaborate in a bi-lingual and networked space  Global issues: helpful with improving overall class workflow  Local issues: became a kind of student representative for technological and linguistic issues his peers were having
  • 12. FROM GLOBAL USERS TO LOCAL STAKEHOLDERS. 4  Answer: persona development should never stop  Fold international users into UX processes when they are potential end-users  UX methods are messy, but that’s okay – Sharon  Personas as “archetypal users” (i.e. subject positions) – Turner, Quesenbery, Foucault  UX strategy vs. simple iteration  Discussion guide (collection of personas) OR other deliverables as living documents/containers of an ongoing investigation
  • 13. IMPLICATIONS  Achieving cheaper, faster, and better with UX methods (airfare vs. using an ICT)  Accessing international co -workers and clients successfully  Increasing global participation in markets  Expanding education on an international (and bi -directional) level  Avoiding (hopefully) international legal issues
  • 14. THINGS FOR DISCUSSION  Topics for future research  Opportunities in education  Roles of different fields/professions  Skills for addressing situations