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UX is Strategy, Not Design

Peter Merholz
peterme@peterme.com
@peterme
Peter Merholz
peterme@peterme.com
@peterme
In order for UX to achieve it’s
potential, we need to
reframe it as a profession.
Peter Merholz
peterme@peterme.com
@peterme
But of course I’d say that,
because I’m of the prior
generation.
I’ve been geeking out about
user experience for a long time.
I invented the term because I thought
Human Interface and usability were too
narrow: I wanted to cover all aspects of
the person’s experience with a system,
including industrial design, graphics,
the interface, the physical interaction,
and the manual.
Don Norman, 1998 email
The Elements of User Experience                                                                                                                           Jesse James Garrett
                                                                                                                                                                   jjg@jjg.net
A basic duality: The Web was originally conceived as a hypertextual information space;                                                                             30 March 2000
but the development of increasingly sophisticated front- and back-end technologies has
fostered its use as a remote software interface. This dual nature has led to much confusion,
as user experience practitioners have attempted to adapt their terminology to cases beyond
the scope of its original application. The goal of this document is to define some of these
terms within their appropriate contexts, and to clarify the underlying relationships among
these various elements.



Web as software interface                             Concrete                                                   Completion                         Web as hypertext system

                                                                                                                                   Visual Design: visual treatment of text,
Visual Design: graphic treatment of interface
elements (the "look" in "look-and-feel")                                   Visual Design                                           graphic page elements and navigational
                                                                                                                                   components

Interface Design: as in traditional HCI:                                                                                           Navigation Design: design of interface
design of interface elements to facilitate                                                                                         elements to facilitate the user's movement
user interaction with functionality
                                                                       Interface Design Navigation Design                          through the information architecture
Information Design: in the Tuftean sense:
designing the presentation of information                            Information Design                                            Information Design: in the Tuftean sense:
                                                                                                                                   designing the presentation of information
to facilitate understanding                                                                                                        to facilitate understanding

Interaction Design: development of                                     Interaction Information                                     Information Architecture: structural design




                                                                                                                       time
application flows to facilitate user tasks,
defining how the user interacts with
                                                                       Design     Architecture                                     of the information space to facilitate
                                                                                                                                   intuitive access to content
site functionality

Functional Specifications: "feature set":
detailed descriptions of functionality the site
                                                                      Functional      Content                                      Content Requirements: definition of
                                                                                                                                   content elements required in the site
must include in order to meet user needs                          Specifications Requirements                                      in order to meet user needs

User Needs: externally derived goals                                                                                               User Needs: externally derived goals
for the site; identified through user research,
ethno/techno/psychographics, etc.                                              User Needs                                          for the site; identified through user research,
                                                                                                                                   ethno/techno/psychographics, etc.
Site Objectives: business, creative, or other
internally derived goals for the site                                    Site Objectives                                           Site Objectives: business, creative, or other
                                                                                                                                   internally derived goals for the site
task-oriented                                          Abstract                                                  Conception                               information-oriented

          This picture is incomplete: The model outlined here does not account for secondary considerations (such as those arising during technical or content development)
          that may influence decisions during user experience development. Also, this model does not describe a development process, nor does it define roles within a
          user experience development team. Rather, it seeks to define the key considerations that go into the development of user experience on the Web today.
© 2000 Jesse James Garrett                                                                                                                                         http://www.jjg.net/ia/
Dan Saffer, 2009
(http://odannyboy.com/)
Such definitional struggles are
okay — it speaks to our field’s
dynamism.
As products have evolved into
services, UX has gotten muddy.
Many (most?) UX practitioners
have a design background,
and a bias towards execution
(in order to feel legitimate).
Though UX emerged from
design disciplines, it is not a
design discipline.
So, what is UX design?
3 years ago, on this very stage...
Then what does a “UX
designer” do?
typography
 instructional design
                         perception
                                             architecture
industrial design




             cognition




                                         emotion
  exhibit design
                           action         fashion design

   data visualization                 game design
typography
 instructional design
                         perception
                                             architecture
industrial design




             cognition




                                         emotion
Wait a minute! Do I have to
be good at all of that?!
  exhibit design
                           action         fashion design

   data visualization                 game design
It’s been right in front of us for
quite a while, but we couldn’t
see it, because of our bias
towards design-as-execution.
And Jesse called it out, but so
far into a packed presentation
that it didn’t get the attention
it deserved...
Minute 37 of 40...
Aha! The practice of UX operates at
the level of coordination.
Coordination of what?
User experience arises from
the sum total of interactions
with a organization’s products
and services.
That includes business
development, marketing,
engineering, customer
service, retail, as well as
product and service design.
(Why do we continue to behave as if
design is the only organizational
practice concerned with a user’s or
customer’s experience?)
Just because UX emerged
from software and grew with
web doesn’t mean it has to
be digital.
UX is not a functional group in
an organization.
A “UX department” absolves
other departments from
concerning themselves with
UX.
The companies that deliver
the best UX often don’t have
the biggest UX groups.
UX is a mindset.
(it is a humanistic way of approaching problem solving)
UX is an outcome.
(this is why you can have a good or bad user experience)
You can’t “design
experience,” but UX benefits
from intent and a singular
vision.
UX Design is not all of these distinct disciplines.
UX Design is what’s left.
The challenge for a UX
designer is to identify where,
how, and what level to
engage.
May I suggest a model...
Interaction        Information
               Design           Architecture




                           UX
Industrial                                     Visual
 Design                                        Design




              Sound
                                Architecture
              Design
You could have started at a
specific discipline, but now
you’re overseeing many
factors.
UX is a leadership role.
(and not necessarily a management role.)
UX is a systems role.
(UX brings humanity into systems design and engineering)
UX is a synthetic role.
We use design approaches,
but not for ‘design’ outcomes.
These approaches drive
broader understanding.
So what does this person do?
Begin in free sites                                                                                                       Attempt contact                         Find more leads                   Paid search              Experience PeopleSmart within a funnel                                                            Try the trial membership and decide on a paid membership                                                                                                                             Use and decide on a renewal
                                                         Find out as much as possible from free sources                                                                                                                                                                               Evaluate the search capabilities of PeopleSmart                                                   Determine the accuracy of the data by trying it out                                                                                                                                  Add PeopleSmart to the “go to” tool box
                                                                                                                                                                                   Determine the accuracy of               Leave no stone left               Abandon the free
                                                                                                                                                                                   the data by trying it out               unturned                          serach
                                                                                                                                                                                                                                                             Consider paid searches    The Sleuth will ask herself:                                                                      A Sleuth will use her own credit card or get permission to
                                                           and phone numbers

                                                                                                                                                                                                                                                                                                                                                                                         The Sleuth will see additional cross-sell offers such as
                                                           Bits and pieces of information acquired during the free                                                                                                                                                                                                                                                                                                                                                                                                                                                            With continued use, she becomes familiar with the site

                                                                                                                                                                                                                                                                                       site with a more rational mindset and take the time to read




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    eople who search for people for
                                       Customer’s
                                                                                     Is this accurate?
                                                                                       Is it current?
                                                                                                                                                     Is it cost effective for                                                                                                                                                            Awesome!                                                            What’s this
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      I have to pay even                                                                                                      Now I could just
                                                                                                                                                     me to keep searching

O
                                                                                                                                                                                                                                                              Ugh! Yet another                                                                                                                                                                                                                   more for what I really want?!
                                                                                      How can I tell?                                                 in all these various
                                                                                                                                                                                                                                I guess I’ll try
                                                                                                                                                                                                                                                                 site I have to                                                          They have                                                       “trial membership”                                                                                                                                                                                                  start my search
                                                                                                                                                                                                                            these...they’re a long
                                                                                                                                                             places?                                                         shot but maybe I’ll
                                                                                                                                                                                                                                                              learn to navigate.
                                                                                                                                                                                                                                                                                                                                        newer data!                                                           all about?                                                                                                                                                                                                     with PeopleSmart.
search for a person begins with                                                                                                                                                                                                   get lucky.
                                           Thinking

begin to search in free sites before
considering a paid search such as                                                                                                                                                                                                                                                                                                                                                                                                         if                                                                                             Try to
                                                                                                                                                                                                                                                                                                                                                if                                                                                                      list another phone number                                 report lists another
                                                                                                                                                                                                                                                                                                                                                 then
                                                                                                                                                                                                                                                                                                                                                                                                                                           then                                                                   phone number           contact the
                                                                                                                                                                                                                                                                                                                                                        got out of the free search
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         person
the Sleuth will consider the costs                                                                                                                                                                                                                                                                                                                      report and start the free                                                                                                                                                                 Send a registered letter
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  or make a phone call to



                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 START
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 OVER
                                                                                                                                                                                      Try to
                                                                                                                                                                                      contact the
                                                                                                                                                                                      person




                                        User insights
                                                                                                                                                                                                                                                                                                                                                if
                                                         GOOGLE                                                            DATABASE                                                             Send a registered letter                                                                                                                         then                                                                                     if
                                                                                                                                                                                                                                                                                                                                                        additional data
                                            Doing                                                                                                                                               or make a phone call to
                                                                                                                                                                                                                                                                                                                                                                                                                                           then         list another phone number
                                                                                lt   s
                                                                             su          S                                                                                                                                                                                                                                                              for the free trial and might
                                                                                                                 Se
                                                                  Add e re




                                                                                         ea




                                                                                                                   arch
                                                                                            rch
                                                                     it i




                                                                                                                                                “GO TO” TOOl bOx Of DaTabases                                                                                                                                                                                             START                                                                                              START
                                                                                                                                                                                                                             TOOl bOx Of lasT ResORT                                                                                                                      OVER                                                                                               OVER
                                                                                                  Results con-            Duplicate,
                                                                                                                          useless or
                                                                                                                          inaccurate
                                                                                                                          results
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         found
                                                                                                                                                                                                                                                                                                                                                                                                                                          if                                                                                                           ‘em yet?
                                                                                                                                                                                                                                                                                                                                                                                                                                           then         list another phone number
                                                                                                                                                                                                                  found                             found
                                                                                                                                                                                                                ‘em yet?                          ‘em yet?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                             START                                                                     START
                                                                                                                                                                                                                                                                                                                                                                                                                                                                             OVER                                                                      OVER




                                           Touchpoints                                                                                                                                                                                                                                                                                                                                                            Contact Report        Order Receipt                                                Background        Order Receipt              Credit card is                                                                       Talk with   Renewal notice
                                                                                                                                                                                                                                                                                                               Look and feel of       Search            See the deal                                                                                                                                 Report                                                                                                                                        email
                                                                                                                                                                                                                                                                                                               the site               results           offered            email from                                                                                                                                                             trial ends                                                                           staff




                                                                                                                                                                                                                                                                                                                                  Excited
                                          Feeling
                                                                                                                                                                                                                                                                                                   Curious
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     Reassured


                                                                                                                                       Unsure
                                                                                                                                                                                                                                                                   Unsure


Goal: Find the current contact                                                                                                                                         Concerned

information and whereabouts of a                                                                                                                                                                                                                                                                                                                                                                              Betrayed
                                                                                                                                                                                               Frustrated




                                       Business          Business Development

                                       Units
                                                         Marketing                                                                                                                                                                                                                                                                                                                         Marketing
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             Thank you
                                                         Search Optimization


                                                                                                                                                                                                                                                                                       User Experience

                By:                                                                                                                                                                                                                                                                    Analytics


     Loretta Neal                                                                                                                                                                                                                                                                                                                                                                         Member Services
Facilitation
Ideation
Ideation
Experience strategy and vision
Experience strategy and vision
Do more with less
Authentically digital
Pride in craftsmanship
Be fast and fluid
Win as one
[Image removed due to proprietary nature.]




Experience planning
Ongoing oversight and
orchestration
UX designers lead
organizations to ensure that
great experiences get out into
the world.
This doesn’t mean UX
designers can’t or shouldn’t
do the execution work. It’s
just a different kind of work.
(Directors can write, act, shoot, and edit, too.)
UX needs to stop selling itself short.
UX needs to
think and
act big.
UX needs to not let others
define what it does.
UX needs to lead, not follow.
Thank you for your
consideration.
Peter Merholz
peterme@peterme.com
@peterme

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In order for UX to achieve it’s potential, we need to reframe it as a profession.

  • 1. UX is Strategy, Not Design Peter Merholz peterme@peterme.com @peterme
  • 3. In order for UX to achieve it’s potential, we need to reframe it as a profession. Peter Merholz peterme@peterme.com @peterme
  • 4. But of course I’d say that, because I’m of the prior generation.
  • 5. I’ve been geeking out about user experience for a long time.
  • 6.
  • 7. I invented the term because I thought Human Interface and usability were too narrow: I wanted to cover all aspects of the person’s experience with a system, including industrial design, graphics, the interface, the physical interaction, and the manual. Don Norman, 1998 email
  • 8. The Elements of User Experience Jesse James Garrett jjg@jjg.net A basic duality: The Web was originally conceived as a hypertextual information space; 30 March 2000 but the development of increasingly sophisticated front- and back-end technologies has fostered its use as a remote software interface. This dual nature has led to much confusion, as user experience practitioners have attempted to adapt their terminology to cases beyond the scope of its original application. The goal of this document is to define some of these terms within their appropriate contexts, and to clarify the underlying relationships among these various elements. Web as software interface Concrete Completion Web as hypertext system Visual Design: visual treatment of text, Visual Design: graphic treatment of interface elements (the "look" in "look-and-feel") Visual Design graphic page elements and navigational components Interface Design: as in traditional HCI: Navigation Design: design of interface design of interface elements to facilitate elements to facilitate the user's movement user interaction with functionality Interface Design Navigation Design through the information architecture Information Design: in the Tuftean sense: designing the presentation of information Information Design Information Design: in the Tuftean sense: designing the presentation of information to facilitate understanding to facilitate understanding Interaction Design: development of Interaction Information Information Architecture: structural design time application flows to facilitate user tasks, defining how the user interacts with Design Architecture of the information space to facilitate intuitive access to content site functionality Functional Specifications: "feature set": detailed descriptions of functionality the site Functional Content Content Requirements: definition of content elements required in the site must include in order to meet user needs Specifications Requirements in order to meet user needs User Needs: externally derived goals User Needs: externally derived goals for the site; identified through user research, ethno/techno/psychographics, etc. User Needs for the site; identified through user research, ethno/techno/psychographics, etc. Site Objectives: business, creative, or other internally derived goals for the site Site Objectives Site Objectives: business, creative, or other internally derived goals for the site task-oriented Abstract Conception information-oriented This picture is incomplete: The model outlined here does not account for secondary considerations (such as those arising during technical or content development) that may influence decisions during user experience development. Also, this model does not describe a development process, nor does it define roles within a user experience development team. Rather, it seeks to define the key considerations that go into the development of user experience on the Web today. © 2000 Jesse James Garrett http://www.jjg.net/ia/
  • 10.
  • 11. Such definitional struggles are okay — it speaks to our field’s dynamism.
  • 12. As products have evolved into services, UX has gotten muddy.
  • 13. Many (most?) UX practitioners have a design background, and a bias towards execution (in order to feel legitimate).
  • 14. Though UX emerged from design disciplines, it is not a design discipline.
  • 15. So, what is UX design?
  • 16. 3 years ago, on this very stage...
  • 17.
  • 18. Then what does a “UX designer” do?
  • 19. typography instructional design perception architecture industrial design cognition emotion exhibit design action fashion design data visualization game design
  • 20. typography instructional design perception architecture industrial design cognition emotion Wait a minute! Do I have to be good at all of that?! exhibit design action fashion design data visualization game design
  • 21. It’s been right in front of us for quite a while, but we couldn’t see it, because of our bias towards design-as-execution.
  • 22. And Jesse called it out, but so far into a packed presentation that it didn’t get the attention it deserved...
  • 23. Minute 37 of 40...
  • 24.
  • 25. Aha! The practice of UX operates at the level of coordination.
  • 27. User experience arises from the sum total of interactions with a organization’s products and services.
  • 28. That includes business development, marketing, engineering, customer service, retail, as well as product and service design.
  • 29. (Why do we continue to behave as if design is the only organizational practice concerned with a user’s or customer’s experience?)
  • 30. Just because UX emerged from software and grew with web doesn’t mean it has to be digital.
  • 31. UX is not a functional group in an organization.
  • 32. A “UX department” absolves other departments from concerning themselves with UX.
  • 33. The companies that deliver the best UX often don’t have the biggest UX groups.
  • 34. UX is a mindset. (it is a humanistic way of approaching problem solving)
  • 35. UX is an outcome. (this is why you can have a good or bad user experience)
  • 36. You can’t “design experience,” but UX benefits from intent and a singular vision.
  • 37. UX Design is not all of these distinct disciplines.
  • 38. UX Design is what’s left.
  • 39.
  • 40. The challenge for a UX designer is to identify where, how, and what level to engage.
  • 41. May I suggest a model...
  • 42.
  • 43.
  • 44. Interaction Information Design Architecture UX Industrial Visual Design Design Sound Architecture Design
  • 45. You could have started at a specific discipline, but now you’re overseeing many factors.
  • 46. UX is a leadership role. (and not necessarily a management role.)
  • 47. UX is a systems role. (UX brings humanity into systems design and engineering)
  • 48. UX is a synthetic role.
  • 49. We use design approaches, but not for ‘design’ outcomes. These approaches drive broader understanding.
  • 50. So what does this person do?
  • 51. Begin in free sites Attempt contact Find more leads Paid search Experience PeopleSmart within a funnel Try the trial membership and decide on a paid membership Use and decide on a renewal Find out as much as possible from free sources Evaluate the search capabilities of PeopleSmart Determine the accuracy of the data by trying it out Add PeopleSmart to the “go to” tool box Determine the accuracy of Leave no stone left Abandon the free the data by trying it out unturned serach Consider paid searches The Sleuth will ask herself: A Sleuth will use her own credit card or get permission to and phone numbers The Sleuth will see additional cross-sell offers such as Bits and pieces of information acquired during the free With continued use, she becomes familiar with the site site with a more rational mindset and take the time to read eople who search for people for Customer’s Is this accurate? Is it current? Is it cost effective for Awesome! What’s this I have to pay even Now I could just me to keep searching O Ugh! Yet another more for what I really want?! How can I tell? in all these various I guess I’ll try site I have to They have “trial membership” start my search these...they’re a long places? shot but maybe I’ll learn to navigate. newer data! all about? with PeopleSmart. search for a person begins with get lucky. Thinking begin to search in free sites before considering a paid search such as if Try to if list another phone number report lists another then then phone number contact the got out of the free search person the Sleuth will consider the costs report and start the free Send a registered letter or make a phone call to START OVER Try to contact the person User insights if GOOGLE DATABASE Send a registered letter then if additional data Doing or make a phone call to then list another phone number lt s su S for the free trial and might Se Add e re ea arch rch it i “GO TO” TOOl bOx Of DaTabases START START TOOl bOx Of lasT ResORT OVER OVER Results con- Duplicate, useless or inaccurate results found if ‘em yet? then list another phone number found found ‘em yet? ‘em yet? START START OVER OVER Touchpoints Contact Report Order Receipt Background Order Receipt Credit card is Talk with Renewal notice Look and feel of Search See the deal Report email the site results offered email from trial ends staff Excited Feeling Curious Reassured Unsure Unsure Goal: Find the current contact Concerned information and whereabouts of a Betrayed Frustrated Business Business Development Units Marketing Marketing Thank you Search Optimization User Experience By: Analytics Loretta Neal Member Services
  • 56. Experience strategy and vision Do more with less Authentically digital Pride in craftsmanship Be fast and fluid Win as one
  • 57. [Image removed due to proprietary nature.] Experience planning
  • 59. UX designers lead organizations to ensure that great experiences get out into the world.
  • 60. This doesn’t mean UX designers can’t or shouldn’t do the execution work. It’s just a different kind of work. (Directors can write, act, shoot, and edit, too.)
  • 61. UX needs to stop selling itself short.
  • 62. UX needs to think and act big.
  • 63. UX needs to not let others define what it does.
  • 64. UX needs to lead, not follow.
  • 65. Thank you for your consideration. Peter Merholz peterme@peterme.com @peterme

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