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Winning Big in UX
Changing the problem-solving culture in organizations



Jay Morgan
Winning Big in UX
Changing the problem-solving culture in organizations



Jay Morgan
   BS, Cognitive Science
   MS, Applied Cognition & Neuroscience
Winning Big in UX
Changing the problem-solving culture in organizations



Jay Morgan
   BS, Cognitive Science                  Judgment, Decision-making
   MS, Applied Cognition & Neuroscience   Mental Models
                                          Text & Discourse Comprehension
Winning Big in UX
Changing the problem-solving culture in organizations



Jay Morgan
   BS, Cognitive Science                  Judgment, Decision-making
   MS, Applied Cognition & Neuroscience   Mental Models
                                          Text & Discourse Comprehension


                                                         @jayamorgan
                                                         #MidwestUX
Kung-fu Grip




               #cogsci
               #kungfugrip
Heuristics...the cognitive ones
Definition
 A rule of thumb...
 Experience-based problem-solving method...




                                         #cogsci
                                         #heuristics
Heuristics...the cognitive ones
Definition
 A rule of thumb...
 Experience-based problem-solving method...

Representativeness
“Is A like B?”




                                         #cogsci
                                         #heuristics
Heuristics...the cognitive ones
Definition
 A rule of thumb...
 Experience-based problem-solving method...

Representativeness
“Is A like B?”




Anchoring & Adjustment
“Start here. Get to there.”
                                         #cogsci
                                         #heuristics
Heuristics...the cognitive ones
Definition
 A rule of thumb...
 Experience-based problem-solving method...

Representativeness
“Is A like B?”



Availability
“How likely is that to happen?”
If I remember something like it, then it seems more likely to happen.


Anchoring & Adjustment
“Start here. Get to there.”
                                                                        #cogsci
                                                                        #heuristics
What’s the biggest challenge facing UX?




                                  #tcux
                                  @fred_beecher
                                  @nicolenetland
What’s the biggest challenge facing UX?




                                  #tcux
                                  @fred_beecher
                                  @nicolenetland
Grafting UX onto Organizational Culture




                                  #grafting
                                  #cultureUX
You’re “The Dude”




Functional Fixedness (cognitive bias)
 limits a person to using an object         #thedude
 only in the way it is traditionally used   #functionalfixedness
                                            #cognitivebias
Every Conversation a Contextual Interview




Fundamental Attribution Error (cognitive bias)
 when determining cause of a behavior, you attribute
                                                       #contextualinquiry
 personality traits, neglecting situational factors    #deepthroat
Plotting Project Work

       New
Alternatives




    Existing
   Features
               Exploration   Assessmen       Validation



                                         #whiteboarding
                                         #process
Plotting Project Work

       New
Alternatives




                               UER




    Existing
   Features
               Exploration   Assessmen       Validation



                                         #whiteboarding
                                         #process
Plotting Project Work

       New
Alternatives           Prototype

                               UER
                                   Prototype

                                                 UER




                                   Prototype

                               UER

                       Prototype
    Existing
   Features
               Exploration                     Assessmen       Validation



                                                           #whiteboarding
                                                           #process
UX Workflow Diagram




                      #processdiagram
                      #workflow
UX Workflow Diagram




                      #processdiagram
                      #workflow
Get them in the Situation

  Increase depth-of-processing.
    Phonetic processing << Semantic processing.


  Illustrate (hidden) forces in a dynamic context.
     Actors, objects, subjects, goals, time...


  Enable narrative interpretation.
   Let them discover resolution...

                                      #levelsofprocessing
                                      #dynamiccontext
                                      #narrative
They can’t solve what they can’t see.




Base-rate Neglect (cognitive bias)
                                        #neverendingstory
 neglecting (unfamiliar) factors that   #gmork
 influence an outcome                   #etreu
                                        #thenothing
We can’t solve it, if we don’t have confidence.




Dunning-Krueger Effect (cognitive bias)
(a) over-rate own competence due to low meta-    #neverendingstory
cognitive abilities; but                         #gmork
(b) skilled people underestimate own abilities   #etreu
                                                 #thenothing
A Meeting Map
                     Then                     Now          Next

      Client         LL                                ?     ?

     Project                     Drag
      Team
                 ?        LL
                                 Force
                                                       ?     ?

                                                    ?
 Divisions                                     ?       ?     ?
                                                     ?


  Agency                                                    ?


       Meeting

 ?     Desired Meeting         LL Lessons Learned
                                  Meeting             #whiteboarding
        Meeting Series                                #meetings
Making Shit Up...

            Well-rounded Focus




            Lesson Drag
            Drag force results from inertia of systemic incongruities...or,




            Vision Bulge
            Bulge results from propulsive force
            of unexpressed visions,
            uncommunicated wishes, and/or            #wellroundedfocus
            incomplete discovery.                    #lessondrag
                                                     #visionbulge
Get them in the Situation

  Increase depth-of-processing.
    Phonetic processing << Semantic processing.


  Illustrate (hidden) forces in a dynamic context.
     Actors, objects, subjects, goals, time...


  Enable narrative interpretation.
   Let them discover resolution...

                                      #levelsofprocessing
                                      #dynamiccontext
                                      #narrative
Cultural Immersion




                     #justbreathe
                     #immersion
Merging Two Cultures




                       #grafting
                       #cultureUX
Cultural Ambassadors




                       #gilbertogil
                       #cultureUX
                       #brasil
jayamorgan@gmail.com




Changing the problem-solving culture in organizations




                                    @jayamorgan
                                    #MidwestUX
                                    #cultureUX

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Winning Big in UX: Changing the problem-solving culture in organizations.

  • 1. Winning Big in UX Changing the problem-solving culture in organizations Jay Morgan
  • 2. Winning Big in UX Changing the problem-solving culture in organizations Jay Morgan BS, Cognitive Science MS, Applied Cognition & Neuroscience
  • 3. Winning Big in UX Changing the problem-solving culture in organizations Jay Morgan BS, Cognitive Science Judgment, Decision-making MS, Applied Cognition & Neuroscience Mental Models Text & Discourse Comprehension
  • 4. Winning Big in UX Changing the problem-solving culture in organizations Jay Morgan BS, Cognitive Science Judgment, Decision-making MS, Applied Cognition & Neuroscience Mental Models Text & Discourse Comprehension @jayamorgan #MidwestUX
  • 5. Kung-fu Grip #cogsci #kungfugrip
  • 6. Heuristics...the cognitive ones Definition A rule of thumb... Experience-based problem-solving method... #cogsci #heuristics
  • 7. Heuristics...the cognitive ones Definition A rule of thumb... Experience-based problem-solving method... Representativeness “Is A like B?” #cogsci #heuristics
  • 8. Heuristics...the cognitive ones Definition A rule of thumb... Experience-based problem-solving method... Representativeness “Is A like B?” Anchoring & Adjustment “Start here. Get to there.” #cogsci #heuristics
  • 9. Heuristics...the cognitive ones Definition A rule of thumb... Experience-based problem-solving method... Representativeness “Is A like B?” Availability “How likely is that to happen?” If I remember something like it, then it seems more likely to happen. Anchoring & Adjustment “Start here. Get to there.” #cogsci #heuristics
  • 10. What’s the biggest challenge facing UX? #tcux @fred_beecher @nicolenetland
  • 11. What’s the biggest challenge facing UX? #tcux @fred_beecher @nicolenetland
  • 12. Grafting UX onto Organizational Culture #grafting #cultureUX
  • 13. You’re “The Dude” Functional Fixedness (cognitive bias) limits a person to using an object #thedude only in the way it is traditionally used #functionalfixedness #cognitivebias
  • 14. Every Conversation a Contextual Interview Fundamental Attribution Error (cognitive bias) when determining cause of a behavior, you attribute #contextualinquiry personality traits, neglecting situational factors #deepthroat
  • 15. Plotting Project Work New Alternatives Existing Features Exploration Assessmen Validation #whiteboarding #process
  • 16. Plotting Project Work New Alternatives UER Existing Features Exploration Assessmen Validation #whiteboarding #process
  • 17. Plotting Project Work New Alternatives Prototype UER Prototype UER Prototype UER Prototype Existing Features Exploration Assessmen Validation #whiteboarding #process
  • 18. UX Workflow Diagram #processdiagram #workflow
  • 19. UX Workflow Diagram #processdiagram #workflow
  • 20. Get them in the Situation Increase depth-of-processing. Phonetic processing << Semantic processing. Illustrate (hidden) forces in a dynamic context. Actors, objects, subjects, goals, time... Enable narrative interpretation. Let them discover resolution... #levelsofprocessing #dynamiccontext #narrative
  • 21. They can’t solve what they can’t see. Base-rate Neglect (cognitive bias) #neverendingstory neglecting (unfamiliar) factors that #gmork influence an outcome #etreu #thenothing
  • 22. We can’t solve it, if we don’t have confidence. Dunning-Krueger Effect (cognitive bias) (a) over-rate own competence due to low meta- #neverendingstory cognitive abilities; but #gmork (b) skilled people underestimate own abilities #etreu #thenothing
  • 23. A Meeting Map Then Now Next Client LL ? ? Project Drag Team ? LL Force ? ? ? Divisions ? ? ? ? Agency ? Meeting ? Desired Meeting LL Lessons Learned Meeting #whiteboarding Meeting Series #meetings
  • 24. Making Shit Up... Well-rounded Focus Lesson Drag Drag force results from inertia of systemic incongruities...or, Vision Bulge Bulge results from propulsive force of unexpressed visions, uncommunicated wishes, and/or #wellroundedfocus incomplete discovery. #lessondrag #visionbulge
  • 25. Get them in the Situation Increase depth-of-processing. Phonetic processing << Semantic processing. Illustrate (hidden) forces in a dynamic context. Actors, objects, subjects, goals, time... Enable narrative interpretation. Let them discover resolution... #levelsofprocessing #dynamiccontext #narrative
  • 26. Cultural Immersion #justbreathe #immersion
  • 27. Merging Two Cultures #grafting #cultureUX
  • 28. Cultural Ambassadors #gilbertogil #cultureUX #brasil
  • 29. jayamorgan@gmail.com Changing the problem-solving culture in organizations @jayamorgan #MidwestUX #cultureUX

Notas do Editor

  1. When I went from the cogsci classroom to JCP.com, it was like going on a field study.\n\nSuddenly, I was immersed in the wilds of corporate culture. \nI found that UX skills gave me an advantage: \nI could help them solve non-design problems.\n`...I learned to practice UX by applying cogsci to the organization.\n\n
  2. When I went from the cogsci classroom to JCP.com, it was like going on a field study.\n\nSuddenly, I was immersed in the wilds of corporate culture. \nI found that UX skills gave me an advantage: \nI could help them solve non-design problems.\n`...I learned to practice UX by applying cogsci to the organization.\n\n
  3. When I went from the cogsci classroom to JCP.com, it was like going on a field study.\n\nSuddenly, I was immersed in the wilds of corporate culture. \nI found that UX skills gave me an advantage: \nI could help them solve non-design problems.\n`...I learned to practice UX by applying cogsci to the organization.\n\n
  4. Kung-Fu Grip&amp;#xA0;\n- Like we study and document design patterns, I also see decision-making patterns, problem-solving patterns.\n- It&apos;s my kung-fu grip. I have a certain fascination, if not a proclivity for, making sense of group decision-making at work.\n- From my experience, I&apos;ve found ways to apply what we consider UX skills to improve how groups make decisions.\n\nThesis\n- I believe our practice makes us uniquely suited to improve how groups make decisions, by applying UX to non-UI, organizational problems.\n- Interpreting motivations, behaviors, interactions, and visualizing abstract spaces can provide perspective to help them.\n- As a result, your colleagues and clients will value your problem-solving abilities, helping you break out of the &quot;designer&quot; stereotype.\n\n
  5. What are the patterns?\nA cognitive bias is &amp;#x201C;a pattern of deviation in judgment occurring in particular situations.&amp;#x201D;\n...Leads to &amp;#x201C;perceptual distortion, inaccurate judgment, illogical interpretation.&amp;#x201D;\n\nCommon theme to biased heuristics: Rigid frames, incomplete information. Passively &amp; actively biased.\n\nI&amp;#x2019;ll cover these in context today:&amp;#xA0;\n- Biases to watch for. How to spot them.\n- Spotting problems to solve.\n\n
  6. What are the patterns?\nA cognitive bias is &amp;#x201C;a pattern of deviation in judgment occurring in particular situations.&amp;#x201D;\n...Leads to &amp;#x201C;perceptual distortion, inaccurate judgment, illogical interpretation.&amp;#x201D;\n\nCommon theme to biased heuristics: Rigid frames, incomplete information. Passively &amp; actively biased.\n\nI&amp;#x2019;ll cover these in context today:&amp;#xA0;\n- Biases to watch for. How to spot them.\n- Spotting problems to solve.\n\n
  7. What are the patterns?\nA cognitive bias is &amp;#x201C;a pattern of deviation in judgment occurring in particular situations.&amp;#x201D;\n...Leads to &amp;#x201C;perceptual distortion, inaccurate judgment, illogical interpretation.&amp;#x201D;\n\nCommon theme to biased heuristics: Rigid frames, incomplete information. Passively &amp; actively biased.\n\nI&amp;#x2019;ll cover these in context today:&amp;#xA0;\n- Biases to watch for. How to spot them.\n- Spotting problems to solve.\n\n
  8. At a #TCUX dinner, Fred asks us, &amp;#x201C;What&amp;#x2019;s the biggest challenge facing the field of UX?&amp;#x201D;\nCommon answers:\n- Mobile, tablet, cloud, Agile, Prototyping\n- Becoming CXO; mingling w/ BAs\n\nCommon thread to their answers:\n- The biggest challenge is getting the best parts of our practice adopted by, absorbed into organizational culture.\n- Any path you choose, the amount of sovereignty or responsibility corresponds to how much they trust your performance.\n- We have to earn their trust.\n\n\n\n
  9. - UX Culture = our shared attitudes, values, goals, and practices that characterize UX.\n- To get the best parts of our practice adopted by, absorbed into organizational culture, is like grafting a new branch onto a tree. \n\nWe want the organization&amp;#x2019;s culture to adopt or absorb our cultural values: \n- understand your users \n- plan for design, design your plan\n- prototype, test, iterate\n\nWe have to be cultural ambassadors.\nWe have to show them that our practices are well-suited to solve non-UI problems. We have to show them that we are a culture, not simply a role. \n\n\n
  10. Challenge: Getting a Seat at the Table.\nTo overcome the stereotype, provide atypical and unexpected value.\n\nThe bias they suffer: Functional Fixedness.\n- they see us and think &amp;#x201C;designer&amp;#x201D;, &amp;#x201C;usability person&amp;#x201D;, &amp;#x201C;web designer&amp;#x201D;\n- they&amp;#x2019;re missing the potential of our abilities \n\n\nTheir Bias: Functional Fixedness\n(definition) tendency to only use a tool for its primary/common purpose\n(interpretation) they see you as a UI designer, forgetting that your illustrative skills are perfect for interpreting, solving problems\n&amp;#xA0;&amp;#xA0; &amp;#xA0;\n
  11. The bias we suffer: Fundamental Attribution Error.\n- we attribute their dis-interest as a personal thing\n- we neglect situational forces \n\nThe technique: Investigative Journalism\n- discover their motivations, needs\n- separate the &amp;#x201C;role&amp;#x201D; from the &amp;#x201C;person&amp;#x201D;\n- get familiar with the landscape\n\n\n\n\n
  12. I made project lifecycle diagrams for past projects, plotting where we&apos;d done usability work.\nShowed it to my boss, thinking &quot;what does it take to prove that usability is worth it?!&quot;&amp;#xA0;\n&amp;#xA0; &amp;#xA0; &amp;#xA0;- For my boss: Started plotting where UX work was done in the course of past projects\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - With PMs: Started showing them proposed usability work, to put it in context for them\n\nI would diagram the proposed usability work.\nThis created a dynamic context.\n\n\n
  13. I made project lifecycle diagrams for past projects, plotting where we&apos;d done usability work.\nShowed it to my boss, thinking &quot;what does it take to prove that usability is worth it?!&quot;&amp;#xA0;\n&amp;#xA0; &amp;#xA0; &amp;#xA0;- For my boss: Started plotting where UX work was done in the course of past projects\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - With PMs: Started showing them proposed usability work, to put it in context for them\n\nI would diagram the proposed usability work.\nThis created a dynamic context.\n\n\n
  14. Overcome Fundamental Attribution Error by discovering who they are\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - discover their needs and motivations\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - treat every conversation as a contextual interview, conversational\nOvercome Functional Fixedness by showing your skills applied to novel situations\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - we&apos;re good at visualizing abstract (problem) spaces&amp;#xA0;\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - business problems, esp on new frontiers, are abstract problems we can help solve\n
  15. Overcome Functional Fixedness by showing your skills applied to novel situations\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - we&apos;re good at visualizing abstract (problem) spaces&amp;#xA0;\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - business problems, esp on new frontiers, are abstract problems we can help solve\n
  16. \nUX Work Flow Diagram as solution: \n&amp;#xA0;&amp;#xA0; &amp;#xA0; - increase depth-of-processing:&amp;#xA0;\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - illustrate (hidden) forces in a dynamic context: actor, subject, object, time\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - enable a narrative interpretation: let them find resolution\n\n\n
  17. Base rate neglect: neglecting (unfamiliar) factors that influence outcome.\n\nPoke Where It Hurts\nIn this case, emotions were involved, and I hit a sore spot quickly.\nThe design team didn&apos;t have meetings. Period.\nWhy not? Our EVP didn&apos;t like meetings. He was educated, smart, full of personality, and insight. But, didn&apos;t like meetings.\nConflict: The Design team *requested* meetings. We wanted some esprit du corps.&amp;#xA0;\nThe Design team wanted to collaborate, which sounded like meetings. But, with the downside of costing money when we could be billing.\n\n
  18. Dunning-Kruger Effect: \n(a) over-rating one&amp;#x2019;s own competence due to low meta-cognitive abilities; and, \n(b) skilled people underestimate their own abilities.\n\nI&amp;#x2019;m surprised we&amp;#x2019;re not designing our way out of every business problem we face!\nWe underestimate our ability to *help* solve business problems. Not solve them, but at least help. \n\n\n
  19. Meeting Map:\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - For my boss: Started sketching this with him one day when we were discussing our need for meetings\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - Thought I was going down some rabbit-hole, but that&apos;s when it clicked with my boss.\n\nTechnique: Empathic Instigator\n(I have a problem to solve. I want your help. The problem costs you, too. But, I&apos;m going to solve this problem.)\n\nOvercome Base Rate Neglect by illustrating the landscape, forces at work on the actors, objects:\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - show them what they&apos;re neglecting&amp;#xA0;\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - result might cause pain, discomfort, anger...be calm, firm, understanding\n&amp;#xA0;&amp;#xA0; &amp;#xA0; \n\n\n
  20. We seem to value visualization as a way to solve abstract, unfamiliar problems. That&amp;#x2019;s what flow diagrams, site maps, prototypes do.\n\n\n Empathic Instigator\nOvercome the Dunning-Krueger Effect by applying yourself to a novel domain.\n&amp;#xA0;&amp;#xA0; &amp;#xA0;- they learn, respect your aptitude at making sense of new problems\n&amp;#xA0;&amp;#xA0; &amp;#xA0;- visualize the problem to reveal what&apos;s neglected\n\n\n
  21. \n\nUX Work Flow Diagram as solution: #levelsofprocessing, #narrativeinterpretation\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - increase depth-of-processing:&amp;#xA0;\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - illustrate (hidden) forces in a dynamic context: actor, subject, object, time\n&amp;#xA0;&amp;#xA0; &amp;#xA0; - enable a narrative interpretation: let them find resolution\n\n\n
  22. \nRemember that you&amp;#x2019;re immersed in a culture there (at work). It&amp;#x2019;s almost as if you&amp;#x2019;re suddenly immersed in group decision-making, since so much design work is just that.\n\nAnd, you represent another culture.\nDon&amp;#x2019;t be surprised by challenges. You&amp;#x2019;re at the epicenter of 2 cultures merging. \n\nYour goal: Organization&amp;#x2019;s culture adopts UX culture. \n\n\n
  23. By working together, we expose others to our cultural practices.\n\nWe hope they adopt our practices, absorb (current and future) practices into their culture. \n\nMission, Destiny, End-game, Final Stage: \nThe organization&apos;s culture adopts, absorbs our culture&apos;s practices\n- Their culture will be informed, changed by our culture automatically.\n- They&apos;ll judge the future based on the &quot;present&quot; experience with you. (No pressure, but the future&apos;s in your hands.)\n\n
  24. Ginny Redish Quote:\n&amp;#x2018;The purpose of usability is to improve the quality of products, ...and, to improve the quality of the process by which products are made.&amp;#x2019;\n(Redish, 1999.) \n\nOur practice is uniquely suited to improve decision-making. \nSeize the opportunity to be an ambassador for your culture. \n\n(Gilberto Gil, Minister of Culture, Brazil)\n\n- We&apos;re in this practice for extrinsic and intrinsic motivations. I find this is spontaneous behavior for me when I hit an &quot;organizational&quot; wall.\n\n\n
  25. \n\n