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Website Strategy
    based on Top Tasks
                                      Mike Atyeo, Neo Insight
                                             y ,          g


                                      J.
                                      J Boye Conference
                                      Philadelphia 2010




www.neoinsight.com   Copyright © Customer Carewords Ltd.   www.customercarewords.com
• Scan, don’t read
• Look f matches
      k for     h
• Sensory-motor skills
  Sensory motor
• Satisficing
Sigmund Freud




                                            From behaviour to strategy:
                                            1. Identify Top Tasks
                                            2. Measure Task Performance &
                                               Behaviour
Copyright © Customer Carewords Ltd. – All Rights Reserved           14 May 2010   5
Top task identification
            Not all tasks are equal - the top 4 tasks garnered the
             same number of votes as the bottom 43
                                                       1. Employee Benefits
                                                            2.
                                                            2 Corporate News

                                                              3. Paid Time Off
                                                                4. Employee Perks




Copyright © Customer Carewords Ltd. – All Rights Reserved             14 May 2010   6
The ‘long neck’ of user tasks




Copyright © Customer Carewords Ltd. – All Rights Reserved   14 May 2010   7
Then...
Then


                        ...Now

Copyright © Customer Carewords Ltd. – All Rights Reserved   14 May 2010   8
Copyright © Customer Carewords Ltd. – All Rights Reserved   14 May 2010   9
Business Tasks: Success Rates


                                                            Task Performance Measures
                                                            • Completion rates
                                                               • Success, Failure, ‘Disaster’
                                                            • Time on Task
                                                            • How Confident?




Copyright © Customer Carewords Ltd. – All Rights Reserved                   14 May 2010         10
Time on Task: Successful Medians (all Attempts)




Copyright © Customer Carewords Ltd. – All Rights Reserved   14 May 2010   11
Clusters Show Task Paths




                             Clusters of task completion
                             times may represent different
                             task paths – different navigation
                             routes (including search).


Copyright © Customer Carewords Ltd. – All Rights Reserved   14 May 2010   12
Photo Marketing Association


                                                            Round   Round          Round
     Measure                                                  1       2              3
     Completion Rate                                        53%     68%            82%
     Tasks taking >2 min                                     4       3              1
     Satisfaction Ratings                                   49%     60%            69%




Copyright © Customer Carewords Ltd. – All Rights Reserved            14 May 2010           13
Copyright © Customer Carewords Ltd. – All Rights Reserved   14 May 2010   14
180
                                                              enquiries/week




                                                            $20M
                                                            $1M
Copyright © Customer Carewords Ltd. – All Rights Reserved     14 May 2010      15
Manage Tasks, Not Website(s)

From...
From                                                    To...
                                                        To
“Let’s fix the website...”                              “Let’s fix the Top Tasks...”
Let s
Let’s get a new Search                                  Ensure the top 50 internal
Engine...                                               searches return excellent results.
Revising our taxonomy and                               Bringing Top Task links and
Information Architecture...                             functionality up the hierarchy.
Let s
Let’s buy the (Silver Bullet/ Make sure content for Top Tasks is
Magic Wand) CMS...            excellent.
Let s
Let’s customize our weblog Measuring Top Tasks.
metrics...



Copyright © Customer Carewords Ltd. – All Rights Reserved               14 May 2010       17
The ‘long neck’: Management focus

                           How much relative
                           resource to apply
                                                       “Strategy renders choices about
                                                               gy
                                                       what not to do as important as
                                                       choices about what to do... Some
                         Which 5% of
                                                       managers mistake ‘ t
                                                                   i t k ‘customer
                         tasks to focus
                                                       focus’ to mean they must serve
                         on.
                                                       all customer needs or respond to
                                                       every request...”
                                                                     Michael Porter




Copyright © Customer Carewords Ltd. – All Rights Reserved             14 May 2010     18
Benchmarking and Continuous Improvement

Task / Measure                                        Current End 2010 Jun 2011
Find a Program of Interest to You
    Successful completion      65%                                  80%                 90%
    Time to completion       1m 48sec                             1m 15sec              1m
    Disaster rate              16%                                  8%                  5%
Find the Course Pre-requisites
       Successful completion                                65%     80%                 90%
       Time to completion                              2m 50sec   1m 30sec              1m
       Disaster rate                                        35%     15%                 5%




Copyright © Customer Carewords Ltd. – All Rights Reserved                 14 May 2010         19
The 3 key changes to website strategy


            1.    Manage tasks
                 –      Not websites
                 –      Get the focus off technology and silos
            2.    Prioritise resources around top tasks
                 –      Use the ‘long neck’ to focus
            3.    Measure task performance
                 –      As a key, continuous organizational performance indicator
                 –      Data on behaviour (not opinion)




Copyright © Customer Carewords Ltd. – All Rights Reserved        14 May 2010        20
Customers & Case Studies
            Customers include:
               –   Intranets: Tetra Pak, IKEA, BBC, Schlumberger, city of
                   Ottawa,
                   Ottawa Canadian Federal Departments
               –    Government: US Internal Revenue Service, UK Defra,
                   Canadian Federal Departments
               –    University: UNC Kenan Flagler, Embry Riddle, Study Group,
                   U of Manitoba
               –    E-Business: Wells Fargo, Schlumberger Cisco Microsoft
                                      Fargo Schlumberger, Cisco,
            Case Studies
               –   Pioneer, UK Environment Agency, American Academy of
                   Ophthalmology, UNC Kenan Flagler, Study Group
               –   Customercarewords.com


Copyright © Customer Carewords Ltd. – All Rights Reserved   14 May 2010     21
    “Frederick W. Taylor was the first
                                                   man in recorded history who
                                                   deemed work deserving of
                                                   systematic observation and study.
                                                  “Taylor, though the Isaac Newton
                                                   (or perhaps the Archimedes) of the
                                                   science of work, laid only first
                                                              work
                                                   foundations, however. Not much
                                                   has been added to them since -
                                                   even though he has been dead all
                                                   of sixty years.”
                                                                     (Peter Drucker)



Copyright © Customer Carewords Ltd. – All Rights Reserved            14 May 2010    22
Copyright © Customer Carewords Ltd. – All Rights Reserved   14 May 2010   23
Contacts                                                     Mike Atyeo
                                                                    Strategic design
       Phone    (613) 271‐3001                                      (613) 271‐3001 x101
       Email    info@neoinsight.com                                 mike@neoinsight.com
       Web      www.neoinsight.com
                www neoinsight com
       Mail     Suite 374                                           Gord Hopkins
                300 Earl Grey Drive
                                                                    User Experience Specialist
                Ottawa, Ontario                                     (6 3) 7 300 x 0
                                                                    (613) 271‐3001 x102
                Canada  K2T 1C1
                     d                                              gord@neoinsight.com


                                                                    Scott Smith
                                                                    Competitive strategy
                                                                     (613) 271‐3001 x103
                                                                    scott@neoinsight.com


                                                                    Lisa Fast
                                                                    Experience Designer
                                                                     (613) 271‐3001 x104
                                                                    lisa@neoinsight.com
                                                                    li @     i i ht



www.neoinsight.com            Copyright © Customer Carewords Ltd.               www.customercarewords.com

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Top Tasks Website Strategy

  • 1. Website Strategy based on Top Tasks Mike Atyeo, Neo Insight y , g J. J Boye Conference Philadelphia 2010 www.neoinsight.com Copyright © Customer Carewords Ltd. www.customercarewords.com
  • 2.
  • 3. • Scan, don’t read • Look f matches k for h • Sensory-motor skills Sensory motor • Satisficing
  • 4.
  • 5. Sigmund Freud From behaviour to strategy: 1. Identify Top Tasks 2. Measure Task Performance & Behaviour Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 5
  • 6. Top task identification  Not all tasks are equal - the top 4 tasks garnered the same number of votes as the bottom 43 1. Employee Benefits 2. 2 Corporate News 3. Paid Time Off 4. Employee Perks Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 6
  • 7. The ‘long neck’ of user tasks Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 7
  • 8. Then... Then ...Now Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 8
  • 9. Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 9
  • 10. Business Tasks: Success Rates Task Performance Measures • Completion rates • Success, Failure, ‘Disaster’ • Time on Task • How Confident? Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 10
  • 11. Time on Task: Successful Medians (all Attempts) Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 11
  • 12. Clusters Show Task Paths Clusters of task completion times may represent different task paths – different navigation routes (including search). Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 12
  • 13. Photo Marketing Association Round Round Round Measure 1 2 3 Completion Rate 53% 68% 82% Tasks taking >2 min 4 3 1 Satisfaction Ratings 49% 60% 69% Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 13
  • 14. Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 14
  • 15. 180 enquiries/week $20M $1M Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 15
  • 16.
  • 17. Manage Tasks, Not Website(s) From... From To... To “Let’s fix the website...” “Let’s fix the Top Tasks...” Let s Let’s get a new Search Ensure the top 50 internal Engine... searches return excellent results. Revising our taxonomy and Bringing Top Task links and Information Architecture... functionality up the hierarchy. Let s Let’s buy the (Silver Bullet/ Make sure content for Top Tasks is Magic Wand) CMS... excellent. Let s Let’s customize our weblog Measuring Top Tasks. metrics... Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 17
  • 18. The ‘long neck’: Management focus How much relative resource to apply “Strategy renders choices about gy what not to do as important as choices about what to do... Some Which 5% of managers mistake ‘ t i t k ‘customer tasks to focus focus’ to mean they must serve on. all customer needs or respond to every request...” Michael Porter Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 18
  • 19. Benchmarking and Continuous Improvement Task / Measure Current End 2010 Jun 2011 Find a Program of Interest to You Successful completion 65% 80% 90% Time to completion 1m 48sec 1m 15sec 1m Disaster rate 16% 8% 5% Find the Course Pre-requisites Successful completion 65% 80% 90% Time to completion 2m 50sec 1m 30sec 1m Disaster rate 35% 15% 5% Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 19
  • 20. The 3 key changes to website strategy 1. Manage tasks – Not websites – Get the focus off technology and silos 2. Prioritise resources around top tasks – Use the ‘long neck’ to focus 3. Measure task performance – As a key, continuous organizational performance indicator – Data on behaviour (not opinion) Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 20
  • 21. Customers & Case Studies  Customers include: – Intranets: Tetra Pak, IKEA, BBC, Schlumberger, city of Ottawa, Ottawa Canadian Federal Departments – Government: US Internal Revenue Service, UK Defra, Canadian Federal Departments – University: UNC Kenan Flagler, Embry Riddle, Study Group, U of Manitoba – E-Business: Wells Fargo, Schlumberger Cisco Microsoft Fargo Schlumberger, Cisco,  Case Studies – Pioneer, UK Environment Agency, American Academy of Ophthalmology, UNC Kenan Flagler, Study Group – Customercarewords.com Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 21
  • 22. “Frederick W. Taylor was the first man in recorded history who deemed work deserving of systematic observation and study.  “Taylor, though the Isaac Newton (or perhaps the Archimedes) of the science of work, laid only first work foundations, however. Not much has been added to them since - even though he has been dead all of sixty years.” (Peter Drucker) Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 22
  • 23. Copyright © Customer Carewords Ltd. – All Rights Reserved 14 May 2010 23
  • 24. Contacts Mike Atyeo Strategic design Phone (613) 271‐3001 (613) 271‐3001 x101 Email  info@neoinsight.com mike@neoinsight.com Web www.neoinsight.com www neoinsight com Mail Suite 374 Gord Hopkins 300 Earl Grey Drive User Experience Specialist Ottawa, Ontario (6 3) 7 300 x 0 (613) 271‐3001 x102 Canada  K2T 1C1 d gord@neoinsight.com Scott Smith Competitive strategy (613) 271‐3001 x103 scott@neoinsight.com Lisa Fast Experience Designer (613) 271‐3001 x104 lisa@neoinsight.com li @ i i ht www.neoinsight.com Copyright © Customer Carewords Ltd. www.customercarewords.com