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May 25, 1961, address to congress

…this nation should
commit itself to achieving
the goal, before this
decade is out, of landing
a man on the moon and
returning him safely to
the Earth.
Putting a man on the
moon is a big deal.
You’re going to need a plan.
STRATEGY: A long term plan or method for
achieving a particular mission (or goal).
The Apollo mission had eight goals.
3,683 km/h
EARTH

7

4

8
1 2

3

343,304 km

5
6

1 - 1st Burn – Insertion into Earth Orbit
2 - 2nd Burn – Trans-lunar Injection
3 - Trans-lunar Trajectory (3rd and 4th burns to adjust course not required)
- Command Space Module extracts Lunar Module
4 - Command Space Module Brakes into Lunar Orbit
5 - Lunar Module Separates and Descends to the Moon
- Lunar Module Launches from the Moon
- Lunar Module Reunites with the Command Space Module
6 - Trans-Earth Trajectory
7 - Command Module Enters Earth Orbit
8 - Command Module Water Recovery in Pacific Ocean

MOON
A strategy breaks up
the mission into goals:
MISSION (Strategic Objective)
GOAL

GOAL

GOAL
Tactic

STRATEGY
How?

Tactic
Tactic

Mission, Objective, Goals
and Tactics are all “What”

EXECUTION
Actually
doing it.

STRATEGY
Goals should be:

S M A R T
SPECIFIC

MEASURA
BLE

ATTAINABL
E

RELEVANT

TIMERELATED
In order to stay on course.
You need to measure often
and make adjustments.

!
Measurement is the key
to an effective strategy.
Metrics are the standard of measurement
by which efficiency, performance,
progress, or quality of a plan, process, or
product can be assessed.
Analytics is the discovery and
communication of meaningful
patterns in data.
Facts and statistics
collected together for
reference or analysis.

Data
Photo: Graham Lavender: http://www.flickr.com/photos/guybrariang/

What is conveyed by a
particular arrangement
or sequence of things.

Information
Photo: Graham Lavender: http://www.flickr.com/photos/guybrariang/

Understanding,
based on information
and experience.

Knowledge
Photo: http://www.sunilshinde.com/2013/07/greek-odyssey-two-weeks-in-athens-delphi-peloponnese-and-santorini.html

The ability to discern or
judge what is true, right,
or lasting

Wisdom
SYSTEM

DATA

METRICS

INFORMATION

ANALYSIS

KNOWLEDGE

Knowledge allows you to predict the impact of changes to the system.
Wisdom allows you to know which changes are good for your mission.
But what
should you
measure?
We need to measure two things:

1
2

Are we achieving
our goals? (Strategic)
How is the system
performing? (Tactical)
Just because your system is
performing, does not mean,
you are meeting your goals.
STRATEGIC
METRICS
(Key Performance Indicators)
Measurements that directly relate to a goal/objective.
GOAL

KPI

METRICS

# of Sales

Business
Growth

Revenue

Change
Govt. Policy

Influence
with
Decision
Makers

$ of Sales
Policy Briefs
Downloaded
Petitions Signed
TACTICAL METRICS
(Performance Indicators)

Visits

Completion
Rates

Readability

Ranking

Pages per
visit

Task Time

Repeat Visits

Keywords

Time on Page

Directness

Social Shares

Cost per lead

Bounce Rates

Disaster
Rates

Sentiment

Conversions
and more…
Measure what is

truly important,
not just what is

easy to measure.
Measurement
informs design
The Apollo mission involved a lot of
measurement, and iteration.
1234

8 10

EARTH

MOON

567 9
AS201:
AS202:
AS203:
Apollo 1:

(Apollo 2):
(Apollo 3):
(Apollo 4):
Apollo 5:
Apollo 6:
Apollo 7:
Apollo 8:
Apollo 9:

Unmanned Tests of Rocket System
Unmanned Tests of Rocket System
Unmanned Tests of Rocket System
Disaster, 3 Astronauts killed in Command Space
Module (CSM) on launch pad during launch
test
Test of unmanned CSM
Test of unmanned CSM
Test of unmanned CSM
Unpiloted, first flight of Lunar module (LM)
Unpiloted, LM test
Manned Earth Orbit Test Flight
First Manned Lunar Orbit
Test of all components and EVA (Spacewalk)

11121314151617
Apollo 10:

Dress Rehearsal – stopped short of
landing on the moon

Apollo 11:

One small step for man. One
giant leap for mankind.

Apollo 12:
Apollo 13:
Apollo 14:
Apollo 15:
Apollo 16:
Apollo 17:

2nd Lunar Landing
Aborted due to fire during Lunar
Orbit
3rd Lunar Landing
4th Lunar Landing with Lunar
Roving Vehicle (LRV)
5th Lunar Landing
6th, and last, Lunar Landing
Measurement is why the Command
Space Module looked like this.
And not like this.
It’s why the
lunar lander,
looked like this.
And not like this.
USER EXPERIENCE:
The positive or negative
experience of using a system
or product.
Image Number: SI 99-15229

Credit: Photo by Mark Avino, National Air and Space Museum, Smithsonian Institution

The User Interface of the Command Space Module
was complicated. It required hundreds of hours of
training. But it worked.
The User Interface of the StarTrek LCARS system
looked good, and seems simple.
But it never had to work in real life.
User Experience consists of the User, the System,
and the Context in which the system is used.

SYSTEM

USER

(product or
Service)

CONTEXT
Aspects of a good web site or application

USER
EXPERIENCE

CREDIBILITY

USABILITY

LOYALTY

• Appropriate

• Intuitive

• Satisfying

• Professiona
l

• Accessible

• Competitive

• Efficient

• Relevant

• Functional

ACQUISITION

CONVERSION

ENGAGEMENT

Desired outcomes of a good web site or application
Elements of User Experience

CONTENT

NAVIGATION

STRUCTU
RE

MESSAGE

User
Experience

FUNCTIO
N

VISUAL
DESIGN

INTERACTIO
N

TECHNOLO
GY
How do you
measure User
Experience?
QUALITATIVE:
Non-numerical characteristics
“why and how”
QUANTITATIVE:
Numerical characteristics
“where, when and what”
Focus Sessions
Card Sorting
Tree Tests
Web Surveys
Readability Tests
Usability Tests
Accessibility Tests
A/B Tests
Load Tests
$$$

!#!

SALES

COMPLAINTS

???
INQUIRIES

Other Metrics
Web Traffic
When should you
measure?
START
MEASURING
ACTUAL TRAFFIC

DESIGN TO ENABLE
MEASUREMENT
AND MEET GOALS

DETERMINE
GOALS

IMPROVE
DISCOVER

DEFINE

DEFINE HOW
YOU WILL
MEASURE
SUCCESS

DESIGN

DEVELOP

IMPLEMENT
TOOLS FOR
MEASURING

DEPLOY

USE
KNOWLEDGE
GAINED FROM
MEASURING
TO IMPROVE
Surveys, Focus
Sessions, Interviews,
Historical traffic,
Business metrics, etc.

Usability Tests,
A/B Tests, Focus
Sessions, etc.

Load Tests, QC
Tests, UAT, more
usability tests…

IMPROVE
DISCOVER

DEFINE

DESIGN

Card Sorting, Treejack
tests, Usability Testing
Prototypes and
wireframes, etc.

DEVELOP

DEPLOY

Usability Testing,
Load Testing,
Accessibility Testing,
Code Testing, etc.

Web Traffic, A/B
Testing, Usability
Testing, Focus
Sessions, Surveys,
Business Metrics, etc.
When it comes to measuring,
3 things to keep in mind.
Trends > Snapshots
Escape Velocity:

11200. m/s

10 Seconds:
20 Seconds:
30 Seconds:
40 Seconds:
50 Seconds:
60 Seconds:
3 Minutes:

24.7 m/s
56.4 m/s
45.6 m/s
14.5 m/s
20.3 m/s
27.2 m/s
283.2 m/s

2 hrs, 44 Minutes:

10423. m/s

Snapshots don’t tell you the whole story
It is better to be

roughly right than
exactly wrong!
- Carveth Read
50% of people like Hot Tea

50% of people like Iced Tea

Based on averages, 100% of people
would like luke warm tea
HiPPO = Highest Paid Person’s Opinion

The more data you have,
the weaker their opinion.
Measurement leads
to big goals
Top 10 Barriers to an effective measurement
strategy
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Lack of budget/resources
Lack of strategy
Siloed organization
Lack of understanding
Too much data
Lack of senior management buy-in
Difficulty reconciling data
IT blockages
Lack of trust in analytics
Finding staff

http://econsultancy.com/uk/reports/online-measurement-and-strategy-report

45%

31%
29%
25%

18%
18%
17%
17%
16%
12%
http://xkcd.com/1074/

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Why your website needs less design and more measurement. The role of measurement in a UX Strategy.

  • 1.
  • 2. May 25, 1961, address to congress …this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to the Earth.
  • 3. Putting a man on the moon is a big deal. You’re going to need a plan.
  • 4. STRATEGY: A long term plan or method for achieving a particular mission (or goal).
  • 5. The Apollo mission had eight goals. 3,683 km/h EARTH 7 4 8 1 2 3 343,304 km 5 6 1 - 1st Burn – Insertion into Earth Orbit 2 - 2nd Burn – Trans-lunar Injection 3 - Trans-lunar Trajectory (3rd and 4th burns to adjust course not required) - Command Space Module extracts Lunar Module 4 - Command Space Module Brakes into Lunar Orbit 5 - Lunar Module Separates and Descends to the Moon - Lunar Module Launches from the Moon - Lunar Module Reunites with the Command Space Module 6 - Trans-Earth Trajectory 7 - Command Module Enters Earth Orbit 8 - Command Module Water Recovery in Pacific Ocean MOON
  • 6. A strategy breaks up the mission into goals: MISSION (Strategic Objective) GOAL GOAL GOAL Tactic STRATEGY How? Tactic Tactic Mission, Objective, Goals and Tactics are all “What” EXECUTION Actually doing it. STRATEGY
  • 7. Goals should be: S M A R T SPECIFIC MEASURA BLE ATTAINABL E RELEVANT TIMERELATED
  • 8. In order to stay on course. You need to measure often and make adjustments. !
  • 9. Measurement is the key to an effective strategy.
  • 10. Metrics are the standard of measurement by which efficiency, performance, progress, or quality of a plan, process, or product can be assessed.
  • 11. Analytics is the discovery and communication of meaningful patterns in data.
  • 12. Facts and statistics collected together for reference or analysis. Data
  • 13. Photo: Graham Lavender: http://www.flickr.com/photos/guybrariang/ What is conveyed by a particular arrangement or sequence of things. Information
  • 14. Photo: Graham Lavender: http://www.flickr.com/photos/guybrariang/ Understanding, based on information and experience. Knowledge
  • 16. SYSTEM DATA METRICS INFORMATION ANALYSIS KNOWLEDGE Knowledge allows you to predict the impact of changes to the system. Wisdom allows you to know which changes are good for your mission.
  • 18. We need to measure two things: 1 2 Are we achieving our goals? (Strategic) How is the system performing? (Tactical)
  • 19. Just because your system is performing, does not mean, you are meeting your goals.
  • 20. STRATEGIC METRICS (Key Performance Indicators) Measurements that directly relate to a goal/objective. GOAL KPI METRICS # of Sales Business Growth Revenue Change Govt. Policy Influence with Decision Makers $ of Sales Policy Briefs Downloaded Petitions Signed
  • 21. TACTICAL METRICS (Performance Indicators) Visits Completion Rates Readability Ranking Pages per visit Task Time Repeat Visits Keywords Time on Page Directness Social Shares Cost per lead Bounce Rates Disaster Rates Sentiment Conversions and more…
  • 22. Measure what is truly important, not just what is easy to measure.
  • 24. The Apollo mission involved a lot of measurement, and iteration. 1234 8 10 EARTH MOON 567 9 AS201: AS202: AS203: Apollo 1: (Apollo 2): (Apollo 3): (Apollo 4): Apollo 5: Apollo 6: Apollo 7: Apollo 8: Apollo 9: Unmanned Tests of Rocket System Unmanned Tests of Rocket System Unmanned Tests of Rocket System Disaster, 3 Astronauts killed in Command Space Module (CSM) on launch pad during launch test Test of unmanned CSM Test of unmanned CSM Test of unmanned CSM Unpiloted, first flight of Lunar module (LM) Unpiloted, LM test Manned Earth Orbit Test Flight First Manned Lunar Orbit Test of all components and EVA (Spacewalk) 11121314151617 Apollo 10: Dress Rehearsal – stopped short of landing on the moon Apollo 11: One small step for man. One giant leap for mankind. Apollo 12: Apollo 13: Apollo 14: Apollo 15: Apollo 16: Apollo 17: 2nd Lunar Landing Aborted due to fire during Lunar Orbit 3rd Lunar Landing 4th Lunar Landing with Lunar Roving Vehicle (LRV) 5th Lunar Landing 6th, and last, Lunar Landing
  • 25. Measurement is why the Command Space Module looked like this.
  • 26. And not like this.
  • 27. It’s why the lunar lander, looked like this.
  • 28. And not like this.
  • 29. USER EXPERIENCE: The positive or negative experience of using a system or product.
  • 30. Image Number: SI 99-15229 Credit: Photo by Mark Avino, National Air and Space Museum, Smithsonian Institution The User Interface of the Command Space Module was complicated. It required hundreds of hours of training. But it worked.
  • 31. The User Interface of the StarTrek LCARS system looked good, and seems simple. But it never had to work in real life.
  • 32. User Experience consists of the User, the System, and the Context in which the system is used. SYSTEM USER (product or Service) CONTEXT
  • 33. Aspects of a good web site or application USER EXPERIENCE CREDIBILITY USABILITY LOYALTY • Appropriate • Intuitive • Satisfying • Professiona l • Accessible • Competitive • Efficient • Relevant • Functional ACQUISITION CONVERSION ENGAGEMENT Desired outcomes of a good web site or application
  • 34. Elements of User Experience CONTENT NAVIGATION STRUCTU RE MESSAGE User Experience FUNCTIO N VISUAL DESIGN INTERACTIO N TECHNOLO GY
  • 35. How do you measure User Experience?
  • 36. QUALITATIVE: Non-numerical characteristics “why and how” QUANTITATIVE: Numerical characteristics “where, when and what”
  • 49. START MEASURING ACTUAL TRAFFIC DESIGN TO ENABLE MEASUREMENT AND MEET GOALS DETERMINE GOALS IMPROVE DISCOVER DEFINE DEFINE HOW YOU WILL MEASURE SUCCESS DESIGN DEVELOP IMPLEMENT TOOLS FOR MEASURING DEPLOY USE KNOWLEDGE GAINED FROM MEASURING TO IMPROVE
  • 50. Surveys, Focus Sessions, Interviews, Historical traffic, Business metrics, etc. Usability Tests, A/B Tests, Focus Sessions, etc. Load Tests, QC Tests, UAT, more usability tests… IMPROVE DISCOVER DEFINE DESIGN Card Sorting, Treejack tests, Usability Testing Prototypes and wireframes, etc. DEVELOP DEPLOY Usability Testing, Load Testing, Accessibility Testing, Code Testing, etc. Web Traffic, A/B Testing, Usability Testing, Focus Sessions, Surveys, Business Metrics, etc.
  • 51. When it comes to measuring, 3 things to keep in mind.
  • 53. Escape Velocity: 11200. m/s 10 Seconds: 20 Seconds: 30 Seconds: 40 Seconds: 50 Seconds: 60 Seconds: 3 Minutes: 24.7 m/s 56.4 m/s 45.6 m/s 14.5 m/s 20.3 m/s 27.2 m/s 283.2 m/s 2 hrs, 44 Minutes: 10423. m/s Snapshots don’t tell you the whole story
  • 54. It is better to be roughly right than exactly wrong! - Carveth Read
  • 55. 50% of people like Hot Tea 50% of people like Iced Tea Based on averages, 100% of people would like luke warm tea
  • 56. HiPPO = Highest Paid Person’s Opinion The more data you have, the weaker their opinion.
  • 58. Top 10 Barriers to an effective measurement strategy 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Lack of budget/resources Lack of strategy Siloed organization Lack of understanding Too much data Lack of senior management buy-in Difficulty reconciling data IT blockages Lack of trust in analytics Finding staff http://econsultancy.com/uk/reports/online-measurement-and-strategy-report 45% 31% 29% 25% 18% 18% 17% 17% 16% 12%

Notas del editor

  1. May 25, 1961, address to congressIn response to the Soviets putting a man in space. (Yuri Gugarin)
  2. Getting to the moon is a big mission. They needed a plan.
  3. 1 - 1st Burn– Insertion into Earth Orbit2 - 2nd Burn – Trans-lunar Injection3 - Trans-lunar Trajectory (3rd and 4th burns to adjust course not required) - Command Space Module extracts Lunar Module4 - Command Space Module Brakes into Lunar Orbit5 - Lunar Module Separates and Descends to the Moon - Lunar Module Launches from the Moon - Lunar Module Reunites with the Command Space Module6 - Trans-Earth Trajectory7 - Command Module Enters Earth Orbit8 - Command Module Water Recovery in Pacific Ocean
  4. Mission (Strategic Objective) = WhatGoal (Objectives) = WhatTactics = WhatStrategy = HowExecution = Doing it.
  5. Goals need to be SMART.Specific (clearly defined or identified)Measurable (You must be able to measure them to know if they were successful or not)Attainable (You must be able to actually accomplish them)Relevant (The goal must relate directly to accomplishing your mission)Time-related (The goal must have a deadline)
  6. You can’t measure after.
  7. Metrics are the measurements of data, that you choose to make.
  8. Measurement creates Data.
  9. Data, interpreted becomes Information.
  10. Information put into action becomes knowledge.
  11. Knowledge used to influence future decisions and goals is wisdom.
  12. UX is more than just Design.Four key components: Content, Structure, Design and Technology. All four areas need to be measured. - It is almost impossible to measure them independently.
  13. Your system is performing, does not (necessarily)mean, you are meeting your goals.
  14. Just because your system is performing, does not mean, you are meeting your goals.
  15. If what you are measuring, will never help you make a decision, then there is no point measuring it.
  16. Good UX is built around a strategy.Strategy is long term. It needs to be broken into steps (Goals)SMART Goals make the impossible, possible.Goals MUST be measurable.
  17. ISO 9241-210[1] defines user experience as "a person's perceptions and responses that result from the use or anticipated use of a product, system or service". According to the ISO definition, user experience includes all the users' emotions, beliefs, preferences, perceptions, physical and psychological responses, behaviors and accomplishments that occur before, during and after use. The ISO also list three factors that influence user experience: system, user and the context of use.
  18. ISO 9241-210[1] defines user experience as "a person's perceptions and responses that result from the use or anticipated use of a product, system or service". According to the ISO definition, user experience includes all the users' emotions, beliefs, preferences, perceptions, physical and psychological responses, behaviors and accomplishments that occur before, during and after use. The ISO also list three factors that influence user experience: system, user and the context of use.
  19. ISO 9241-210[1] defines user experience as "a person's perceptions and responses that result from the use or anticipated use of a product, system or service". According to the ISO definition, user experience includes all the users' emotions, beliefs, preferences, perceptions, physical and psychological responses, behaviors and accomplishments that occur before, during and after use. The ISO also list three factors that influence user experience: system, user and the context of use.
  20. The User Experience of your site has a direct impact on your Goals.User Experience affects Credibility, Usability and Loyalty.Which in turn affect Acquisition, Conversion and Engagement.Which are Key Performance Indicators for our Strategic Goals.
  21. The User Experience of your site has a direct impact on your Goals.User Experience affects Credibility, Usability and Loyalty.Which in turn affect Acquisition, Conversion and Engagement.Which are Key Performance Indicators for our Strategy Goals.
  22. UX is more than just Design.Four key components: Content, Structure, Design and Technology. All four areas need to be measured. - It is almost impossible to measure them independently.
  23. UX is more than just Design.Four key components: Content, Structure, Design and Technology. All four areas need to be measured. - It is almost impossible to measure them independently.
  24. ISO 9241-210[1] defines user experience as "a person's perceptions and responses that result from the use or anticipated use of a product, system or service". According to the ISO definition, user experience includes all the users' emotions, beliefs, preferences, perceptions, physical and psychological responses, behaviors and accomplishments that occur before, during and after use. The ISO also list three factors that influence user experience: system, user and the context of use.
  25. Measuring doesn’t only happen after launch, it must be continuous.The types of measurements will change.
  26. 50% of Customers like Iced Tea. 50% like Hot Tea.
  27. 50% of Customers like Iced Tea. 50% like Hot Tea.