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Product Cycles &

Integrations
How to Engage our Clients throughout 

a Human Centered Design Process
Hello
Peoples!
I’m Eli GOLD Ferrer
Interim Head of Enterprise UX & Digital Product Design
@ Wabtec
ATL!
“Your most unhappy customers 

are your greatest source of learning."
- Bill Gates
4
Why should we involve our clients?
5
Product Cycles & Integrations
Introduction
The Why’s01 Disciplines03
Tools04Methodology02
Always understand the “why”, especially within UX and Design
thinking its important that we frame our principles to encourage
learning and exploration.
Similar to the Why’s we need to understand how each discipline
plays a role within the process again we tend to look as UX as just
the simple UI and its much more than just that.
As always we need to know what are the best tools for our teams
and how they integrate and make our lives easier.
As a start we have to observe and really understand what is
happening in our organizations today to start to build for the future.

levering each process and capture its strengths and weaknesses.
Compare & Contrast
Today and what is ahead the 37,000 foot view
Product Managers +
Marketing.
“_
PI release pushed over to
Client live experiences
“_
“_ UX + PM’s + Marketing 

+ Content Strategist + Market
Researchers + CLIENTS/users.
Software release notes
embedded into full ecosystem
“_
7
Communication Channels
Release Notes01
Examples from GitLab and Medium

|w/ summary of changes that are technical, approachable, 

and conversational.
Email Examples02
From Airtable, include gifs, release notes and 

you can easily discover more content.
More Complex
Why.
Methodology.
Disciplines.
Tools.
Chaos as changes are made
1.
2.
3.
Design
Interaction
Details “if any”
Sprint Page
Designs
Redlines
Hand Off
Dev Tasks Implementation
& Revisions
Frankenstein
Product
Launch
Req. Docs,
Etc.
Development
Why.
Methodology.
Development.

UX.

Integration.
Disciplines.
Tools.
RepeatDesign
Deploy
Test
Develop
PlanDesign
Deploy
Test
Develop
PlanPlan Design
Deploy
Test
Develop
Sprint 2Sprint 1 Sprint 3
UX
Define Develop Deliver
Top Problem Definition
Discovery Framing
Why.
Methodology.
Development.

UX.

Integration.
Disciplines.
Tools.
Top Solutions
Discover
Top Problem
Designing the right thing Designing things right
Diverging
Why.
Methodology.
Development.

UX.

Integration.
Disciplines.
Tools.
Converging
Diverging
Converging
SynthesizeResearch PrototypeIdeate
Define Develop Deliver
Top Problem Definition
Discovery Framing
Why.
Methodology.
Development.

UX.

Integration.
Disciplines.
Tools.
Top Solutions
Discover
Research
Synthesis Ideation
Im
plem
entation
Top Problem
Define Develop Deliver
Top Problem Definition
Discovery Framing
Top Solutions
Discover
Research
Synthesis Ideation
Im
plem
entation
Why.
Methodology.
Development.

UX.

Integration.
Disciplines.
Tools.
Top Problem
Streamline
Why.
Methodology.
Development.

UX.

Integration.
Disciplines.
Tools.
Client Integration Client Integration
Top Problem Definition
Discovery Framing
Design Design
D
esign
Top Problem MVP
Top Problems
Client Client Client
Disciplines
20
Why.
Methodology. 

Disciplines.
Research.

Information Arch.

Content Strategy.

Interaction Design.

Visual Design.
Tools.
Gather and interpret collected
data to understand user needs,
behaviors, experiences, and
motivations
We cannot deliver a great user
experience if we do not understand
problem(s). The type of methods used
(qualitative vs. quantitative, attitudinal
vs. behavioral) are determined by
previously defined research goals.
Activities Include
A/B Testing•
Research
Analytics•
Contextual Inquiries•
Competitive Analysis•
Diary Studies•
Eye-tracking•
Focus Groups•
Journey Mapping•
Personas & Scenarios•
Stakeholder Interviews•
Surveys•
Usability Testing•
21
22
User Testing sample
23
Why.
Methodology.
Disciplines.
Research.

Information Arch.

Content Strategy.

Interaction Design.

Visual Design.
Tools.
Understand how people think
about information to determine
the best ways of organizing and
labelling content
The purpose of IA is to orient so
users (humans/clients)
understand where they are and
what they’re looking at. 

The main components are:
Organization Schemes and
Structures, Labeling Systems,
Navigation Systems, and 

Search Systems.
Activities Include
Card Sorting•
Site Mapping•
Tree Testing•
User Flows•
Information Architecture
24
Card Sorting sample
25
Why.
Methodology.
Disciplines.
Research.

Information Arch.

Content Strategy.

Interaction Design.

Visual Design.
Tools. High-level vision that guides
creation of content to deliver
against an objective
Once strategy is in place, this
involves planning, creating,
delivery, and governance of
content, which includes words,
images, and multimedia.
Content Strategy
Internal and Confidential
26
Design of interaction between 

a user and product
Activities Include
Dimensions to consider include:
Words, visual representations, physical
objects/space, time, and behavior.
Why.
Methodology.
Disciplines.
Research.

Information Arch.

Content Strategy.

Interaction Design.

Visual Design.
Tools.
Interaction Design
• Heuristic Evaluation
• Sketching
• Prototyping
• Wire-framing
• Annotations / Communication
Visual Design
Use of imagery, color, shapes,
typography, and form to
enhance usability and improve
the user experience
“Visual design engages users by
drawing the eye to correct
functionality, prioritizing tasks
on a page through size, color,
and the use of whitespace, and
even increasing brand trust
through the use of visual cues.”
- Marli Mesibov, VP Content Strategy, Mad*Pow
Why.
Methodology.
Disciplines.
Research.

Information Arch.

Content Strategy.

Interaction Design.

Visual Design.
Tools.
Container No/BOL/Vessel/TermiContainer
Port Optimizer Container TerminalVessel Empties
of1-8 1 2 3 4 5
PRIORITY HOLDS CONTAINERS TYPE STATUS
20 GA
VESSEL
Customs
– Terminal
20 GA
20 FR
–
–
–
–
On Vessel
On Vessel
Benjamin F
Maersk
Cust | Term 20 FT On Vessel Triumph
20 OT Docked Triumph
DISCHARGED
DISCHARGED
Customs 40 GA
40 HQ
40 RQ
40 FT
Docked
Out Gated
Triumph
Queen Ma
Queen Ma
Edith
Add Unclaim Edit Download Filter
Show more
AVAILABLE CONTAINERS
100
Last 7 days
40
80
120
160
200
Container Count by ETA
FILTER CHART BY:
500
20%
Docked (24)
On Vessel (134)
Discharged (10)
Out Gated (65) Tu Sep 11 W Sep 12 Th Sep 13 F Sep 14 Sa Sep 15 Su Sep 16 M Sep 17 Tu Sep 18
CSIU243089
CSIU0981212
MEIU0912092
XTPA9823929
TCHU2309842
CSIU243089
CSIU0981212
TCHU2309842
9:419"41
Yard Management
Station-1
L/E/O/CV
26/04/02/10
Track Space Utlized
1040/15012 | 7%
Track XYZ2 Track Type
L/E/O/CV
26/04/02/10
Track Space Utlized
1040/15012 | 7%
Track XYZ Track Type
Zone-1
L/E/O/CV
26/04/02/10
Track Space Utlized
1040/15012 | 7%
Track XYZ3 Track Type
Color by Column
Select
View Column
Select
ACTIONEquip ID...
Tools
Why.
Methodology.
Disciplines.

Tools.
Research
Survey Monkey
User Testing
Aha!
Miro
Google Analytics
Post-it’s, of course
29
Microsoft Teams
Confluence
Slack
Why.
Methodology.
Disciplines.

Tools.
Design + Dev
Sketch
Figma
Adobe XD
Zeplin
Story Book
Zero Height
GitLab Repository
Markers & White Boards
30
Roadblocks for applying
Methodologies or Frameworks
What to watch for
Understand what is the 

process within the org.
“_
To much of a Good Thing
can conflict with each other
“_
“_ Make your Disciplines 

well known
Thank You!
Eli.Ferrer@wabtec.com
@eligoldbleeps
/in/eligold/
@eligoldone

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Product Cycles & Integrations

  • 1. Product Cycles &
 Integrations How to Engage our Clients throughout 
 a Human Centered Design Process
  • 2. Hello Peoples! I’m Eli GOLD Ferrer Interim Head of Enterprise UX & Digital Product Design @ Wabtec
  • 4. “Your most unhappy customers 
 are your greatest source of learning." - Bill Gates 4 Why should we involve our clients?
  • 5. 5 Product Cycles & Integrations Introduction The Why’s01 Disciplines03 Tools04Methodology02 Always understand the “why”, especially within UX and Design thinking its important that we frame our principles to encourage learning and exploration. Similar to the Why’s we need to understand how each discipline plays a role within the process again we tend to look as UX as just the simple UI and its much more than just that. As always we need to know what are the best tools for our teams and how they integrate and make our lives easier. As a start we have to observe and really understand what is happening in our organizations today to start to build for the future.
 levering each process and capture its strengths and weaknesses.
  • 6. Compare & Contrast Today and what is ahead the 37,000 foot view Product Managers + Marketing. “_ PI release pushed over to Client live experiences “_ “_ UX + PM’s + Marketing 
 + Content Strategist + Market Researchers + CLIENTS/users. Software release notes embedded into full ecosystem “_
  • 7. 7 Communication Channels Release Notes01 Examples from GitLab and Medium
 |w/ summary of changes that are technical, approachable, 
 and conversational. Email Examples02 From Airtable, include gifs, release notes and 
 you can easily discover more content.
  • 9. Why. Methodology. Disciplines. Tools. Chaos as changes are made 1. 2. 3. Design Interaction Details “if any” Sprint Page Designs Redlines Hand Off Dev Tasks Implementation & Revisions Frankenstein Product Launch Req. Docs, Etc.
  • 12. UX
  • 13. Define Develop Deliver Top Problem Definition Discovery Framing Why. Methodology. Development.
 UX.
 Integration. Disciplines. Tools. Top Solutions Discover Top Problem
  • 14. Designing the right thing Designing things right Diverging Why. Methodology. Development.
 UX.
 Integration. Disciplines. Tools. Converging Diverging Converging SynthesizeResearch PrototypeIdeate
  • 15. Define Develop Deliver Top Problem Definition Discovery Framing Why. Methodology. Development.
 UX.
 Integration. Disciplines. Tools. Top Solutions Discover Research Synthesis Ideation Im plem entation Top Problem
  • 16. Define Develop Deliver Top Problem Definition Discovery Framing Top Solutions Discover Research Synthesis Ideation Im plem entation Why. Methodology. Development.
 UX.
 Integration. Disciplines. Tools. Top Problem
  • 18. Why. Methodology. Development.
 UX.
 Integration. Disciplines. Tools. Client Integration Client Integration Top Problem Definition Discovery Framing Design Design D esign Top Problem MVP Top Problems Client Client Client
  • 20. 20 Why. Methodology. 
 Disciplines. Research.
 Information Arch.
 Content Strategy.
 Interaction Design.
 Visual Design. Tools. Gather and interpret collected data to understand user needs, behaviors, experiences, and motivations We cannot deliver a great user experience if we do not understand problem(s). The type of methods used (qualitative vs. quantitative, attitudinal vs. behavioral) are determined by previously defined research goals. Activities Include A/B Testing• Research Analytics• Contextual Inquiries• Competitive Analysis• Diary Studies• Eye-tracking• Focus Groups• Journey Mapping• Personas & Scenarios• Stakeholder Interviews• Surveys• Usability Testing•
  • 21. 21
  • 23. 23 Why. Methodology. Disciplines. Research.
 Information Arch.
 Content Strategy.
 Interaction Design.
 Visual Design. Tools. Understand how people think about information to determine the best ways of organizing and labelling content The purpose of IA is to orient so users (humans/clients) understand where they are and what they’re looking at. 
 The main components are: Organization Schemes and Structures, Labeling Systems, Navigation Systems, and 
 Search Systems. Activities Include Card Sorting• Site Mapping• Tree Testing• User Flows• Information Architecture
  • 25. 25 Why. Methodology. Disciplines. Research.
 Information Arch.
 Content Strategy.
 Interaction Design.
 Visual Design. Tools. High-level vision that guides creation of content to deliver against an objective Once strategy is in place, this involves planning, creating, delivery, and governance of content, which includes words, images, and multimedia. Content Strategy Internal and Confidential
  • 26. 26 Design of interaction between 
 a user and product Activities Include Dimensions to consider include: Words, visual representations, physical objects/space, time, and behavior. Why. Methodology. Disciplines. Research.
 Information Arch.
 Content Strategy.
 Interaction Design.
 Visual Design. Tools. Interaction Design • Heuristic Evaluation • Sketching • Prototyping • Wire-framing • Annotations / Communication
  • 27. Visual Design Use of imagery, color, shapes, typography, and form to enhance usability and improve the user experience “Visual design engages users by drawing the eye to correct functionality, prioritizing tasks on a page through size, color, and the use of whitespace, and even increasing brand trust through the use of visual cues.” - Marli Mesibov, VP Content Strategy, Mad*Pow Why. Methodology. Disciplines. Research.
 Information Arch.
 Content Strategy.
 Interaction Design.
 Visual Design. Tools. Container No/BOL/Vessel/TermiContainer Port Optimizer Container TerminalVessel Empties of1-8 1 2 3 4 5 PRIORITY HOLDS CONTAINERS TYPE STATUS 20 GA VESSEL Customs – Terminal 20 GA 20 FR – – – – On Vessel On Vessel Benjamin F Maersk Cust | Term 20 FT On Vessel Triumph 20 OT Docked Triumph DISCHARGED DISCHARGED Customs 40 GA 40 HQ 40 RQ 40 FT Docked Out Gated Triumph Queen Ma Queen Ma Edith Add Unclaim Edit Download Filter Show more AVAILABLE CONTAINERS 100 Last 7 days 40 80 120 160 200 Container Count by ETA FILTER CHART BY: 500 20% Docked (24) On Vessel (134) Discharged (10) Out Gated (65) Tu Sep 11 W Sep 12 Th Sep 13 F Sep 14 Sa Sep 15 Su Sep 16 M Sep 17 Tu Sep 18 CSIU243089 CSIU0981212 MEIU0912092 XTPA9823929 TCHU2309842 CSIU243089 CSIU0981212 TCHU2309842 9:419"41 Yard Management Station-1 L/E/O/CV 26/04/02/10 Track Space Utlized 1040/15012 | 7% Track XYZ2 Track Type L/E/O/CV 26/04/02/10 Track Space Utlized 1040/15012 | 7% Track XYZ Track Type Zone-1 L/E/O/CV 26/04/02/10 Track Space Utlized 1040/15012 | 7% Track XYZ3 Track Type Color by Column Select View Column Select ACTIONEquip ID...
  • 28. Tools
  • 29. Why. Methodology. Disciplines.
 Tools. Research Survey Monkey User Testing Aha! Miro Google Analytics Post-it’s, of course 29 Microsoft Teams Confluence Slack
  • 30. Why. Methodology. Disciplines.
 Tools. Design + Dev Sketch Figma Adobe XD Zeplin Story Book Zero Height GitLab Repository Markers & White Boards 30
  • 31. Roadblocks for applying Methodologies or Frameworks What to watch for Understand what is the 
 process within the org. “_ To much of a Good Thing can conflict with each other “_ “_ Make your Disciplines 
 well known