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UX Kick Start
Start your UX project
off on the right foot.
Presented
For ABSG-UXD, Frisco, Texas
By Mark Kraemer, Credera.com
On October 20, 2011
HE LLO
    MY NAM
           E   IS




     Krae mer
Mark
   @kra emer
OUR CLIENTS HIRE US TO OWN
THEIR TOUGHEST PROBLEMS

THEY RETAIN US BECAUSE WE
KEEP OUR PROMISES
Agenda:   •  What is UX?
          •  The UX Brief
          •  UX Deliverables
          •  Kick Start
User experience is a term used to describe the
overall experience and satisfaction a user has
when using a product or system.
From Wikipedia
Our Goal is to create sites and applications that
people like to use.
Great.
That’s a lot to cover.
 Where do I start?
The UX Stack is a useful framework to organize
the success criteria for your next project.


                              What	
  are	
  we	
  trying	
  to	
  achieve?	
  
              Purpose	
  
                              Who	
  do	
  we	
  need	
  to	
  achieve	
  the	
  goal?	
  
              Audience	
      	
  
                              What	
  message	
  conveys	
  the	
  reason	
  for	
  the	
  audience	
  to	
  
              Content	
       respond?	
  	
  
                              What	
  non-­‐verbal	
  cues	
  will	
  make	
  the	
  message	
  more	
  credible?	
  	
  
                Form	
  
                              How	
  is	
  the	
  message	
  physically	
  presented?	
  	
  
             Technology	
     	
  
Purpose:
Why are stakeholders investing in this project?
The	
  more	
  you	
  
understand	
  about	
  
the	
  nature	
  of	
  your	
  
client’s	
  business,	
  the	
  
be<er	
  suited	
  you’ll	
  
be	
  for	
  success.	
  
Keeping	
  the	
  client	
  
purpose	
  in	
  mind	
  will	
  
help	
  avoid	
  
resembling	
  the	
  quote	
  
we’re	
  all	
  warned	
  by	
  
in	
  Jurassic	
  Park:	
  
“Yeah,	
  but	
  your	
  
scienGsts	
  were	
  so	
  
preoccupied	
  with	
  
whether	
  or	
  not	
  they	
  
could,	
  they	
  didn’t	
  
stop	
  to	
  think	
  if	
  they	
  
should.”	
  
photo	
  by	
  7-­‐how-­‐7	
  /	
  steve	
  on	
  flicrkr.com	
  




                                                                   Audience:
                                                                   Who are the primary (and other) users?
YOU <> YOUR USER
What are your users really doing?
Ask them! Watch them? They’ll love you for it.
Content: What do people want to know and do
while using the site or application?
Form
Tone
Argentina



                  Form is both the logical and the emotional.
                                                                                                                   Bolivia
                                                                                                                   Columbia
                                                                                                                   Puerto Rico
                                                                                                                   Brazil
                                                                                                                   Venezuela
                                                                                                                   Chile
                                                                                Country                            Mexico


          Countries
                                                                                                                   Peru
                             Individual                                         Lines of                           Panama
                              Country
                                                               Country          Business                           Canada
                                                                                                                   United States
                                                              Operations                                           Holland
                                                                                                                   France
                                                                                                Country            Hungary
                                                                                                Tasks &            Greece
                                                                                                                   Israel
                                                                                                Activities         Germany
                                                                           Country-
                                                                                                                   Belgium
                                                                           Relevant                                Switzerland
                                                                           News &                                  Ireland
                                                                            Events                                 Netherlands
                                                    Branches                                                       United Kingdom
                                                                                                                   Jordan
                                                                                             Document              Luxembourg
                                                                                            Repository &           Russia
                                                                                              Fileshare            Poland
             Regions                                      Individual                                               Italy
                                                            Branch                                                 Dubai
                           APAC
                                                                             Custom                                Czech Republic
                           EMEA                                             Business                               Morocco
                           US                                              Applications                            Bahrain
                           BGS                                                                                     El Salvador
                           LA                                                                                      South Africa
                                                                                                                   Turkey
              Individual
                                                                                                                   Malaysia
                Region
                                                                                                                   South Korea
                                                                                                                   Philippines
                                                                                                                   Vietnam
                                                                                                                   China
                                                                                                                   Japan
                                                                                                                   India
                                              Maps &                                                               Taiwan
                                             Directions                                                               ailand
                                                                                                                   Australia
      Regional                                                                                                     Singapore
     Operations                   Branch-                     Branch                                               Hong Kong
                                  Relevant                   Operations
                                  News &
                                   Events


                                                                                          Most localization and
          Regional                                                                         translation occurs
          Lines of                   Document          Branch                             here on a local basis.
 y                                  Repository &
          Business                   FIleshare
                                                      Lines of
g                                                     Business




                  Locally Relevant Content
1.	
  The	
  Upper	
  Right-­‐Hand	
  Corner	
  
That’s	
  the	
  prime	
  spot	
  where	
  diners’	
  eyes	
  automaGcally	
  go	
  first.	
  Balthazar	
  uses	
  it	
  to	
  highlight	
  a	
  tasteful,	
  expensive	
  pile	
  of	
  
seafood.	
  Generally,	
  pictures	
  of	
  food	
  are	
  powerful	
  mo<vators	
  but	
  also	
  menu	
  taboos—mostly	
  because	
  they’re	
  used	
  extensively	
  
in	
  lowbrow	
  chains	
  like	
  Chili’s	
  and	
  Applebee’s.	
  This	
  illustraGon	
  “is	
  as	
  far	
  as	
  a	
  restaurant	
  of	
  this	
  caliber	
  can	
  go,	
  and	
  it’s	
  used	
  to	
  
draw	
  a?en<on	
  to	
  two	
  of	
  the	
  most	
  expensive	
  orders,”	
  Poundstone	
  says.	
  
	
  
2.	
  The	
  Anchor	
  
The	
  main	
  role	
  of	
  that	
  $115	
  pla<er—the	
  only	
  three-­‐digit	
  thing	
  on	
  the	
  menu—is	
  to	
  make	
  everything	
  else	
  near	
  it	
  look	
  like	
  a	
  
rela<ve	
  bargain,	
  Poundstone	
  says.	
  
	
  
3.	
  Right	
  Next	
  Door	
  
At	
  a	
  mere	
  $70,	
  the	
  smaller	
  seafood	
  pla<er	
  next	
  to	
  Le	
  Balthazar	
  seems	
  like	
  a	
  deal,	
  though	
  there’s	
  no	
  sense	
  of	
  how	
  much	
  food	
  
you’re	
  geXng.	
  It’s	
  an	
  indefinite	
  comparison	
  that	
  also	
  feels	
  like	
  an	
  indulgence—a	
  win-­‐win	
  for	
  the	
  restaurant.	
  
	
  
4.	
  In	
  The	
  Vicinity	
  
The	
  restaurant’s	
  high-­‐profit	
  dishes	
  tend	
  to	
  cluster	
  near	
  the	
  anchor.	
  Here,	
  it’s	
  more	
  seafood	
  at	
  prices	
  that	
  seem	
  comparaGvely	
  
modest.	
  
	
  
5.	
  Columns	
  Are	
  Killers	
  
According	
  to	
  Brandon	
  O’Dell,	
  one	
  of	
  the	
  consultants	
  Poundstone	
  quotes	
  in	
  Priceless,	
  it’s	
  a	
  big	
  mistake	
  to	
  list	
  prices	
  in	
  a	
  straight	
  
column.	
  “Customers	
  will	
  go	
  down	
  and	
  choose	
  from	
  the	
  cheapest	
  items,”	
  he	
  says.	
  At	
  least	
  the	
  Balthazar	
  menu	
  doesn’t	
  use	
  leader	
  
dots	
  to	
  connect	
  the	
  dish	
  to	
  the	
  price;	
  that	
  draws	
  the	
  diner’s	
  gaze	
  right	
  to	
  the	
  numbers.	
  Consultant	
  Gregg	
  Rapp	
  tells	
  clients	
  to	
  
“omit	
  dollar	
  signs,	
  decimal	
  points,	
  and	
  cents … It’s	
  not	
  that	
  customers	
  can’t	
  check	
  prices,	
  but	
  most	
  will	
  follow	
  whatever	
  subtle	
  
cues	
  are	
  provided.”	
  
	
  
6.	
  The	
  Benefit	
  Of	
  Boxes	
  
“A	
  box	
  draws	
  a?en<on	
  and,	
  usually,	
  orders,”	
  Poundstone	
  says.	
  “A	
  really	
  fancy	
  box	
  is	
  be<er	
  yet.	
  The	
  fromages	
  at	
  the	
  bo<om	
  of	
  
the	
  menu	
  are	
  probably	
  high-­‐profit	
  puzzles.”	
  
	
  
7.	
  Menu	
  Siberia	
  
That’s	
  where	
  low-­‐margin	
  dishes	
  that	
  the	
  regulars	
  like	
  end	
  up.	
  The	
  examples	
  here	
  are	
  the	
  easy-­‐to-­‐miss	
  (and	
  rela<vely	
  
inexpensive)	
  burgers.	
  
	
  
8.	
  Bracke<ng	
  
A	
  regular	
  trick,	
  it’s	
  when	
  the	
  same	
  dish	
  comes	
  in	
  different	
  sizes.	
  Here,	
  that’s	
  done	
  with	
  steak	
  tartare	
  and	
  ravioli—but	
  because	
  
“you	
  never	
  know	
  the	
  por<on	
  size,	
  you’re	
  encouraged	
  to	
  trade	
  up,”	
  Poundstone	
  says.	
  “Usually	
  the	
  smaller	
  size	
  is	
  perfectly	
  
adequate.”	
  




h<p://nymag.com/restaurants/features/62498/	
  
Technology
Technology is not just back end.
What will your audience use?

   What	
  screen	
  are	
  they	
  using?	
  
   • ResoluGon?	
  Colors?	
  
   • ConnecGon	
  speed?	
  
   • Browser,	
  or	
  naGve	
  client?	
  

   Browser	
  
   • Internet	
  Explorer	
  6?	
  7?	
  8?	
  
   • Firefox?	
  Safari?	
  Opera?	
  
   • Windows?	
  Mac?	
  Other?	
  

   Device?	
  
   • Desktop?	
  Laptop?	
  
   • Mobile?	
  Tablet?	
  
   • Kiosk?	
  Touchscreen?	
  
The framework is universal across all communication.
Think of it in terms of today’s event.


                         <	
  what	
  was	
  the	
  goal	
  today?	
  >	
  
         Purpose	
  
                         <	
  who	
  was	
  the	
  audience?	
  >	
  
         Audience	
  
                         <	
  what	
  were	
  the	
  primary	
  and	
  secondary	
  messages?	
  >	
  
         Content	
  
                         <	
  what	
  kind	
  of	
  tone	
  did	
  we	
  use?	
  >	
  
           Form	
  
                         <	
  what	
  kind	
  of	
  media	
  /	
  technology	
  did	
  we	
  use?	
  >	
  
        Technology	
  
How is your current site?



   Applying	
  the	
  communicaGon	
  framework	
  to	
  your	
  
     own	
  site	
  is	
  a	
  good	
  way	
  to	
  consider	
  how	
  it	
  can	
  
     be	
  improved	
  to	
  be<er	
  serve	
  your	
  business	
  
Self-Assessment Sample Questions


  •  Is	
  your	
  current	
  site	
  helping	
  you	
  achieve	
  your	
  business’s	
  goals?	
  

  •  Does	
  it	
  reach	
  out	
  to	
  each	
  specific	
  audience	
  you	
  need	
  to	
  address?	
  

  •  Does	
  it	
  provide	
  all	
  the	
  content	
  /	
  funcGonality	
  they	
  need?	
  

  •  Is	
  your	
  brand	
  represented	
  with	
  the	
  quality	
  and	
  value	
  you’re	
  seeking?	
  is	
  
     the	
  site	
  a	
  pleasure	
  for	
  its	
  visitors?	
  

  •  Does	
  your	
  site	
  work	
  well	
  on	
  portable	
  devices?	
  
Time for group exercise!
Time for group exercise!
The brief is great.
But we need
more detail!
Who is the target customer?
 What is the customer need?
 What is the product name?
 What is its market category?
 What is its key benefit?
 Who or what is the competition?
 What is the product’s unique differentiator?
                                                                        ?p=125
                                                                rm.com/
                                                   ww.gogamesto
                                    ming - http://w
                           G amestor
        ssly stolen from
Shamele
Successful elevator pitches often start with a
mad-lib-like template:


   For (customer) who has
   (customer need),
   (product name) is a (market
   category) that (one key
   benefit).
   Unlike (competition), the
   product (unique
   differentiator).
Our brand statement:

Credera is a management and technology
consulting firm committed to your success.

Our clients hire us to own their toughest problems
and retain us because we fulfill our promises.
Purpose:

Increase the
efficiency of
managing assets for
our remarkable

in-store experience"
Audience: Personas
Audience: Field Study
Content: Use Cases & Process Flow
Content: Site Maps
Content: Wireframes




 Flexible,	
  easy-­‐to-­‐update	
  
 paper	
  prototypes	
  
 	
  
 Depict	
  layout,	
  but	
  stay	
  (mostly)	
  
 silent	
  about	
  visual	
  design	
  
 	
  
 Shared	
  reference	
  point	
  for	
  future	
  
 development	
  acGviGes	
  
Content: Wireframes
Form: Branding Workshop




Get Matt’s materials at http://bit.ly/bigdefend
Form: Comps




                 p
  final-round com
                     live site
Technology: Click-Through Prototype


                                 “Movie-­‐set”	
  Func<onality	
  
                                 • Provide	
  breadth	
  and/or	
  depth	
  of	
  
                                   funcGonality	
  
                                 • Use	
  actual	
  browser	
  code	
  (XHTML,	
  CSS,	
  
                                   JS,	
  images)	
  to	
  render	
  screens	
  
                                 • No	
  back-­‐end	
  connecGvity	
  
                                 • Gives	
  stakeholders	
  confidence	
  and	
  
                                   clarity	
  of	
  expectaGons	
  
                                 • IKIWIUI	
  =	
  
                                   “I	
  know	
  it	
  when	
  I	
  use	
  it”	
  
Time for group exercise!
Every journey starts
with a single step.

What single, simple
action will start your
project moving
forward?
Time for group exercise!
Questions?
Thanks!
                             Think	
  of	
  more	
  quesGons	
  later?	
  
                                                    	
  
      Call	
  +1	
  (214)	
  232-­‐3890,	
  or	
  write	
  mkraemer@credera.com	
  
                                                    	
  
h<p://blog.credera.com/topic/management-­‐consulGng/the-­‐uxd-­‐stack/	
  

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UX Project Starter Kit

  • 1. UX Kick Start Start your UX project off on the right foot. Presented For ABSG-UXD, Frisco, Texas By Mark Kraemer, Credera.com On October 20, 2011
  • 2. HE LLO MY NAM E IS Krae mer Mark @kra emer
  • 3. OUR CLIENTS HIRE US TO OWN THEIR TOUGHEST PROBLEMS THEY RETAIN US BECAUSE WE KEEP OUR PROMISES
  • 4. Agenda: •  What is UX? •  The UX Brief •  UX Deliverables •  Kick Start
  • 5. User experience is a term used to describe the overall experience and satisfaction a user has when using a product or system. From Wikipedia
  • 6. Our Goal is to create sites and applications that people like to use.
  • 7.
  • 8. Great. That’s a lot to cover. Where do I start?
  • 9. The UX Stack is a useful framework to organize the success criteria for your next project. What  are  we  trying  to  achieve?   Purpose   Who  do  we  need  to  achieve  the  goal?   Audience     What  message  conveys  the  reason  for  the  audience  to   Content   respond?     What  non-­‐verbal  cues  will  make  the  message  more  credible?     Form   How  is  the  message  physically  presented?     Technology    
  • 10. Purpose: Why are stakeholders investing in this project?
  • 11.
  • 12. The  more  you   understand  about   the  nature  of  your   client’s  business,  the   be<er  suited  you’ll   be  for  success.   Keeping  the  client   purpose  in  mind  will   help  avoid   resembling  the  quote   we’re  all  warned  by   in  Jurassic  Park:   “Yeah,  but  your   scienGsts  were  so   preoccupied  with   whether  or  not  they   could,  they  didn’t   stop  to  think  if  they   should.”  
  • 13. photo  by  7-­‐how-­‐7  /  steve  on  flicrkr.com   Audience: Who are the primary (and other) users?
  • 14. YOU <> YOUR USER
  • 15. What are your users really doing? Ask them! Watch them? They’ll love you for it.
  • 16. Content: What do people want to know and do while using the site or application?
  • 17. Form
  • 18. Tone
  • 19. Argentina Form is both the logical and the emotional. Bolivia Columbia Puerto Rico Brazil Venezuela Chile Country Mexico Countries Peru Individual Lines of Panama Country Country Business Canada United States Operations Holland France Country Hungary Tasks & Greece Israel Activities Germany Country- Belgium Relevant Switzerland News & Ireland Events Netherlands Branches United Kingdom Jordan Document Luxembourg Repository & Russia Fileshare Poland Regions Individual Italy Branch Dubai APAC Custom Czech Republic EMEA Business Morocco US Applications Bahrain BGS El Salvador LA South Africa Turkey Individual Malaysia Region South Korea Philippines Vietnam China Japan India Maps & Taiwan Directions ailand Australia Regional Singapore Operations Branch- Branch Hong Kong Relevant Operations News & Events Most localization and Regional translation occurs Lines of Document Branch here on a local basis. y Repository & Business FIleshare Lines of g Business Locally Relevant Content
  • 20. 1.  The  Upper  Right-­‐Hand  Corner   That’s  the  prime  spot  where  diners’  eyes  automaGcally  go  first.  Balthazar  uses  it  to  highlight  a  tasteful,  expensive  pile  of   seafood.  Generally,  pictures  of  food  are  powerful  mo<vators  but  also  menu  taboos—mostly  because  they’re  used  extensively   in  lowbrow  chains  like  Chili’s  and  Applebee’s.  This  illustraGon  “is  as  far  as  a  restaurant  of  this  caliber  can  go,  and  it’s  used  to   draw  a?en<on  to  two  of  the  most  expensive  orders,”  Poundstone  says.     2.  The  Anchor   The  main  role  of  that  $115  pla<er—the  only  three-­‐digit  thing  on  the  menu—is  to  make  everything  else  near  it  look  like  a   rela<ve  bargain,  Poundstone  says.     3.  Right  Next  Door   At  a  mere  $70,  the  smaller  seafood  pla<er  next  to  Le  Balthazar  seems  like  a  deal,  though  there’s  no  sense  of  how  much  food   you’re  geXng.  It’s  an  indefinite  comparison  that  also  feels  like  an  indulgence—a  win-­‐win  for  the  restaurant.     4.  In  The  Vicinity   The  restaurant’s  high-­‐profit  dishes  tend  to  cluster  near  the  anchor.  Here,  it’s  more  seafood  at  prices  that  seem  comparaGvely   modest.     5.  Columns  Are  Killers   According  to  Brandon  O’Dell,  one  of  the  consultants  Poundstone  quotes  in  Priceless,  it’s  a  big  mistake  to  list  prices  in  a  straight   column.  “Customers  will  go  down  and  choose  from  the  cheapest  items,”  he  says.  At  least  the  Balthazar  menu  doesn’t  use  leader   dots  to  connect  the  dish  to  the  price;  that  draws  the  diner’s  gaze  right  to  the  numbers.  Consultant  Gregg  Rapp  tells  clients  to   “omit  dollar  signs,  decimal  points,  and  cents … It’s  not  that  customers  can’t  check  prices,  but  most  will  follow  whatever  subtle   cues  are  provided.”     6.  The  Benefit  Of  Boxes   “A  box  draws  a?en<on  and,  usually,  orders,”  Poundstone  says.  “A  really  fancy  box  is  be<er  yet.  The  fromages  at  the  bo<om  of   the  menu  are  probably  high-­‐profit  puzzles.”     7.  Menu  Siberia   That’s  where  low-­‐margin  dishes  that  the  regulars  like  end  up.  The  examples  here  are  the  easy-­‐to-­‐miss  (and  rela<vely   inexpensive)  burgers.     8.  Bracke<ng   A  regular  trick,  it’s  when  the  same  dish  comes  in  different  sizes.  Here,  that’s  done  with  steak  tartare  and  ravioli—but  because   “you  never  know  the  por<on  size,  you’re  encouraged  to  trade  up,”  Poundstone  says.  “Usually  the  smaller  size  is  perfectly   adequate.”   h<p://nymag.com/restaurants/features/62498/  
  • 22. Technology is not just back end. What will your audience use? What  screen  are  they  using?   • ResoluGon?  Colors?   • ConnecGon  speed?   • Browser,  or  naGve  client?   Browser   • Internet  Explorer  6?  7?  8?   • Firefox?  Safari?  Opera?   • Windows?  Mac?  Other?   Device?   • Desktop?  Laptop?   • Mobile?  Tablet?   • Kiosk?  Touchscreen?  
  • 23. The framework is universal across all communication. Think of it in terms of today’s event. <  what  was  the  goal  today?  >   Purpose   <  who  was  the  audience?  >   Audience   <  what  were  the  primary  and  secondary  messages?  >   Content   <  what  kind  of  tone  did  we  use?  >   Form   <  what  kind  of  media  /  technology  did  we  use?  >   Technology  
  • 24. How is your current site? Applying  the  communicaGon  framework  to  your   own  site  is  a  good  way  to  consider  how  it  can   be  improved  to  be<er  serve  your  business  
  • 25. Self-Assessment Sample Questions •  Is  your  current  site  helping  you  achieve  your  business’s  goals?   •  Does  it  reach  out  to  each  specific  audience  you  need  to  address?   •  Does  it  provide  all  the  content  /  funcGonality  they  need?   •  Is  your  brand  represented  with  the  quality  and  value  you’re  seeking?  is   the  site  a  pleasure  for  its  visitors?   •  Does  your  site  work  well  on  portable  devices?  
  • 26. Time for group exercise!
  • 27. Time for group exercise!
  • 28. The brief is great. But we need more detail!
  • 29.
  • 30. Who is the target customer? What is the customer need? What is the product name? What is its market category? What is its key benefit? Who or what is the competition? What is the product’s unique differentiator? ?p=125 rm.com/ ww.gogamesto ming - http://w G amestor ssly stolen from Shamele
  • 31. Successful elevator pitches often start with a mad-lib-like template: For (customer) who has (customer need), (product name) is a (market category) that (one key benefit). Unlike (competition), the product (unique differentiator).
  • 32. Our brand statement: Credera is a management and technology consulting firm committed to your success. Our clients hire us to own their toughest problems and retain us because we fulfill our promises.
  • 33.
  • 34. Purpose:
 Increase the efficiency of managing assets for our remarkable
 in-store experience"
  • 37. Content: Use Cases & Process Flow
  • 39. Content: Wireframes Flexible,  easy-­‐to-­‐update   paper  prototypes     Depict  layout,  but  stay  (mostly)   silent  about  visual  design     Shared  reference  point  for  future   development  acGviGes  
  • 41. Form: Branding Workshop Get Matt’s materials at http://bit.ly/bigdefend
  • 42. Form: Comps p final-round com live site
  • 43. Technology: Click-Through Prototype “Movie-­‐set”  Func<onality   • Provide  breadth  and/or  depth  of   funcGonality   • Use  actual  browser  code  (XHTML,  CSS,   JS,  images)  to  render  screens   • No  back-­‐end  connecGvity   • Gives  stakeholders  confidence  and   clarity  of  expectaGons   • IKIWIUI  =   “I  know  it  when  I  use  it”  
  • 44. Time for group exercise!
  • 45. Every journey starts with a single step. What single, simple action will start your project moving forward?
  • 46. Time for group exercise!
  • 47.
  • 49. Thanks! Think  of  more  quesGons  later?     Call  +1  (214)  232-­‐3890,  or  write  mkraemer@credera.com     h<p://blog.credera.com/topic/management-­‐consulGng/the-­‐uxd-­‐stack/  

Notas do Editor

  1. goal: understand the business reasons for the endeavorthe difference between an artist and a designer. We’re not seeking self-expression. Our reward is in solving business problems.Understanding the business strategy and tactics helps to design the most effective solution
  2. goal: understand who will be using the site. what makes them unique? how many groups will be using the site
  3. understand scope of what people want to know and do while using the site
  4. goal: understand what non-verbal communication is required. what’s the most appropriate style?
  5. goal: understand what non-verbal communication is required. what’s the most appropriate style?
  6. Goal: what “physical” means is most appropriate for conveying the content to the audience with the desired tone?What browsers / platforms are supported?Will people use mobile devices to access the site?
  7. show example steps / deliverablespurpose isn’t to redefine an existing brand. Its to understand how it translates to the web