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DESIGNING FOR USERS
A PRIMER ON USING UX PRINCIPLES
FOR EFFECTIVE DESIGN
@KBAGOY, HEAD OF UX +DESIGN, @GETALMA
ABOUT ME
• FELL IN LOVE WITH DESIGN BACK WHEN IT
WAS CALLED “DESKTOP PUBLISHING”
• STARTED CAREER COPYING & PASTING
AT NIKE. LEARNED A TON, DESIGNED LITTLE
• JUMPED INTO STARTUP LIFE AFTER GRAD
SCHOOL. BECAME JILL OF ALL TRADES.
• LANDED DREAM JOB VIA LINKEDIN
Burnout Breakdown Broke
PA
2003 2014
MARKETING
MANAGER
PRODUCT
MANAGER
CONSULTANT
& DESIGNER
UX LEAD
HEAD
OF UXMy dream job!
THINGS I’VE LEARNED
• YOU HAVE A UNIQUE SET OF EXPERIENCES,
KNOWLEDGE & VALUES. ASK YOURSELF
WHERE OR HOW YOU CAN ADD THE MOST
VALUE EVERY DAY.
• DONT STAY IN A JOB THAT MAKES YOU
MISERABLE. IF YOU AREN’T PASSIONATE
ABOUT WHAT YOU DO, YOU’RE NOT DOING
ANYONE A FAVOR.
• ITS OKAY TO FAIL. BUT DO IT QUICKLY &
LEARN FROM YOUR MISTAKES.
And finally..
PERFECT IS THE
ENEMY OF DONE.
Please forgive me for the lack of design in
this deck. Form follows function, right?
ON A TYPICAL DAY
SKETCHES, WIREFRAMES, COMPS, USER
FLOWS, PERSONAS, MARKUP, BRAND
ASSETS OR ILLUSTRATIONS
I WORK WITH THE:
AND I CREATE:
• PRODUCT MANAGER & ENGINEERING
TEAM TO DEFINE & IMPLEMENT OUR
PRODUCT VISION
• SALES & MARKETING TEAMS TO DEFINE
CLIENT NEEDS & MAINTAIN BRAND ID
WHAT IS UX?
OFTEN USED TO DESCRIBE THE OVERLAP OF
USABILITY & VISUAL DESIGN IN THE DIGITAL REALM
FORM
(UI)
UX
FUNCTION
(USABILITY)
USER EXPERIENCE IS THE
HOLISTIC FEELING A PERSON
HAS ABOUT A COMPANY, IT’S
PRODUCTS AND IT’S SERVICES.
But actually...
UX IS...
A CULMINATION OF EVERY INTERACTION FROM
AWARENESS TO POST-PURCHASE ACTIVITY
SUPPORT
BRAND
DIGITAL
PRODUCT
SALES
PR
DESIGN
MARKETING
ENGINEERING
BUSINESS
BUSINESS &
MARKETING
PSYCHOLOGY
AESTHETICS
UX DESIGN IS...
UX DESIGN
USER GOALS + BUSINESS GOALS + VISUAL GOALS
BUSINESS GOALS
• BUILD LOYALTY
• REACH A BIGGER AUDIENCE
• INFORM, MOTIVATE OR ENTERTAIN
• SOLVE A PROBLEM
• FILL A NEED
BUSINESS GOALS ARE OFTEN DISCUSSED IN
CREATIVE WAYS, BUT 99% OF THE TIME, THE
BUSINESS GOAL IS TO MAKE MORE MONEY.
USERS GOALS
SUCCESSFUL USER-FOCUSED DESIGNS
MEET A NEED, EVEN IF THE USER
DOESN’T KNOW IT
• SAVE TIME
• SAVE MONEY
• LOOK GOOD
• FEEL GOOD
• SOLVE A PROBLEM
Maslows
Hierarchy
of Needs
VISUAL GOALS
• ORGANIZED DATA
• CLARITY OF FORM
• MOTIVATE & INSPIRE
• SURPRISE & DELIGHT
EFFECTIVE VISUAL DESIGNS UTILIZE
GESTALT THEORY TO MOTIVATE USERS TO
TAKE ACTION (I.E. MAKE A PURCHASE)
• UNDERSTAND THE CLIENT NEEDS
• DEFINE THE PROBLEM
• DEFINE THE USERS
• DEFINE THE STAKEHOLDERS
• DEFINE GOALS & OUTCOMES
DESIGNER GOALS
SOLVE THE RIGHT PROBLEMS,
FOR THE RIGHT PEOPLE
DESIGNS CAN BE USER
FOCUSED, REGARDLESS
OF THE MEDIUM
UX IN PRACTICE
CLIENTS MAY ASK FOR
A SOLUTION, BUT BE
UNAWARE OF THE
REAL PROBLEM THEY
NEED TO SOLVE
We need a new logo
We’ve had it since 1978
We want it to be hip + new
Sales are down and we to
appeal to a younger audience
Why now?
Why?
Why?
Core problem
DEFINE THE PROBLEM
ASKING A SERIES OF “WHY” QUESTIONS CAN BE
HELPFUL IN FINDING THE ROOT OF PROBLEMS
DEFINE USERS
DESIGNING WITHOUT KNOWING YOUR AUDIENCE IS
LIKE THROWING DARTS BLINDFOLDED.
• WHO IS MY AUDIENCE?
• WHO IS MOST IMPORTANT?
• HOW DO I REACH THEM?
• WHAT DO THEY NEED?
• WHAT MOTIVATES THEM?
Q's:
SOMETIMES WHO YOU ARE DESIGNING FOR IS
DIFFERENT THAN WHO PAYS THE BILLS
DEFINE STAKEHOLDERS
• WHO ARE MY STAKEHOLDERS?
• WHAT DO THEY NEED?
• HOW DO I COMMUNICATE WITH THEM?
• HOW WILL I SELL MY DESIGN?
Q's:
EXAMPLE FROM DTELEPATHY.COM
A QUICK PICTURE OF WHO YOU ARE DESIGNING
FOR, WITH BULLET POINTS ON WHO THEY ARE.
PROTOPERSONAS
• “GUESSTIMATED,”
& LATER VALIDATED
• USED FOR USERS &
STAKEHOLDERS
MIGHT INCLUDE NEEDS, GOALS, BACKSTORY,
FRUSTRATIONS, IDEAL EXPERIENCE,
BEHAVIOR OR MOTIVATORS
DTELEPATHY.COM
Imelda
The Teacher
Need: To message my students & parents
quickly, individually or by class
Problem: Currently my fastest method is to
copy the email link from a students profile
and email them outside the app. If I want to
include the parents, I need to click through
to find their address too.
Adam
The Admin
Need: To message students & parents
quickly, individually or by class
Problem: Currently my fastest method is to
copy the email link from a students profile
and email them outside the app. If I want to
include the parents, I need to click through
to find their address too.
Sarah
The Student
Need: To quickly message my teacher
Problem: Currently I have no access to my
teachers contact information, I need to ask
a question about an assignments
Peter
The Parent
Need: To message child’s teacher
Problem: Currently I have no access to a
teachers contact information, and I’d like to
reach out them about my kids grade. I’d
also like to be more informed of my childs
progress.
MICRO-PERSONAS
AT ALMA, WE USE MICROPERSONAS TO REMEMBER
OUR USER NEEDS FOR NEW FEATURES
MAKE A LIST OF GOALS BEFORE YOU
DESIGN. LATER, VALIDATE YOUR WORK &
ASSUMPTIONS AGAINST THEM
• WHAT DOES SUCCESS LOOK LIKE?
• HOW DO I ACHIEVE SUCCESS?
VALIDATE GOALS
Q's:
NOW YOU GO MAKE
MAGIC HAPPEN.
DON’T FORGET
THE “WHY.”
DESIGN TOOLS &
LEARNING RESOURCES
APPENDIX:
• MOLESKIN & PENCIL
• ILLUSTRATOR CC
- SYMBOL LIBRARIES, BRUSH LIBRARIES,
CHARACTER STYLES & GUI KITS
• ALFRED
• DROPBOX
• EVERNOTE & POCKET
• FEEDLY
• HARVEST FOR TIME TRACKING
• OMNIGRAFFLE FOR SITE MAPS
• BOOTSTRAP FOR WEB DESIGN
• SUBLIME TEXT FOR CODING
• INVISION FOR PROTOTYPING
FAVORITE TOOLS
• THE DESIGN OF EVERYDAY THINGS
• THE LEAN STARTUP
• THE ACCIDENTAL CREATIVE
• ABOUT FACE 3: THE ESSENTIALS
OF INTERACTION DESIGN
• CRUCIAL CONVERSATIONS
• THE 10-DAY MBA
• SECRETS OF 6-FIGURE WOMEN
• LEAN IN
• DARING GREATLY
• SMASHING MAGAZINE
• MASHABLE
• LITTLE BIG DETAILS
• TINY BUDDHA
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Designing for Users: A Primer on Using UX Principles for Effective Design

  • 1. DESIGNING FOR USERS A PRIMER ON USING UX PRINCIPLES FOR EFFECTIVE DESIGN @KBAGOY, HEAD OF UX +DESIGN, @GETALMA
  • 2. ABOUT ME • FELL IN LOVE WITH DESIGN BACK WHEN IT WAS CALLED “DESKTOP PUBLISHING” • STARTED CAREER COPYING & PASTING AT NIKE. LEARNED A TON, DESIGNED LITTLE • JUMPED INTO STARTUP LIFE AFTER GRAD SCHOOL. BECAME JILL OF ALL TRADES. • LANDED DREAM JOB VIA LINKEDIN
  • 3. Burnout Breakdown Broke PA 2003 2014 MARKETING MANAGER PRODUCT MANAGER CONSULTANT & DESIGNER UX LEAD HEAD OF UXMy dream job!
  • 4. THINGS I’VE LEARNED • YOU HAVE A UNIQUE SET OF EXPERIENCES, KNOWLEDGE & VALUES. ASK YOURSELF WHERE OR HOW YOU CAN ADD THE MOST VALUE EVERY DAY. • DONT STAY IN A JOB THAT MAKES YOU MISERABLE. IF YOU AREN’T PASSIONATE ABOUT WHAT YOU DO, YOU’RE NOT DOING ANYONE A FAVOR. • ITS OKAY TO FAIL. BUT DO IT QUICKLY & LEARN FROM YOUR MISTAKES. And finally..
  • 5. PERFECT IS THE ENEMY OF DONE. Please forgive me for the lack of design in this deck. Form follows function, right?
  • 6. ON A TYPICAL DAY SKETCHES, WIREFRAMES, COMPS, USER FLOWS, PERSONAS, MARKUP, BRAND ASSETS OR ILLUSTRATIONS I WORK WITH THE: AND I CREATE: • PRODUCT MANAGER & ENGINEERING TEAM TO DEFINE & IMPLEMENT OUR PRODUCT VISION • SALES & MARKETING TEAMS TO DEFINE CLIENT NEEDS & MAINTAIN BRAND ID
  • 7. WHAT IS UX? OFTEN USED TO DESCRIBE THE OVERLAP OF USABILITY & VISUAL DESIGN IN THE DIGITAL REALM FORM (UI) UX FUNCTION (USABILITY)
  • 8. USER EXPERIENCE IS THE HOLISTIC FEELING A PERSON HAS ABOUT A COMPANY, IT’S PRODUCTS AND IT’S SERVICES. But actually...
  • 9. UX IS... A CULMINATION OF EVERY INTERACTION FROM AWARENESS TO POST-PURCHASE ACTIVITY SUPPORT BRAND DIGITAL PRODUCT SALES PR DESIGN MARKETING ENGINEERING BUSINESS
  • 10. BUSINESS & MARKETING PSYCHOLOGY AESTHETICS UX DESIGN IS... UX DESIGN USER GOALS + BUSINESS GOALS + VISUAL GOALS
  • 11. BUSINESS GOALS • BUILD LOYALTY • REACH A BIGGER AUDIENCE • INFORM, MOTIVATE OR ENTERTAIN • SOLVE A PROBLEM • FILL A NEED BUSINESS GOALS ARE OFTEN DISCUSSED IN CREATIVE WAYS, BUT 99% OF THE TIME, THE BUSINESS GOAL IS TO MAKE MORE MONEY.
  • 12. USERS GOALS SUCCESSFUL USER-FOCUSED DESIGNS MEET A NEED, EVEN IF THE USER DOESN’T KNOW IT • SAVE TIME • SAVE MONEY • LOOK GOOD • FEEL GOOD • SOLVE A PROBLEM Maslows Hierarchy of Needs
  • 13. VISUAL GOALS • ORGANIZED DATA • CLARITY OF FORM • MOTIVATE & INSPIRE • SURPRISE & DELIGHT EFFECTIVE VISUAL DESIGNS UTILIZE GESTALT THEORY TO MOTIVATE USERS TO TAKE ACTION (I.E. MAKE A PURCHASE)
  • 14. • UNDERSTAND THE CLIENT NEEDS • DEFINE THE PROBLEM • DEFINE THE USERS • DEFINE THE STAKEHOLDERS • DEFINE GOALS & OUTCOMES DESIGNER GOALS SOLVE THE RIGHT PROBLEMS, FOR THE RIGHT PEOPLE
  • 15. DESIGNS CAN BE USER FOCUSED, REGARDLESS OF THE MEDIUM
  • 17. CLIENTS MAY ASK FOR A SOLUTION, BUT BE UNAWARE OF THE REAL PROBLEM THEY NEED TO SOLVE
  • 18. We need a new logo We’ve had it since 1978 We want it to be hip + new Sales are down and we to appeal to a younger audience Why now? Why? Why? Core problem DEFINE THE PROBLEM ASKING A SERIES OF “WHY” QUESTIONS CAN BE HELPFUL IN FINDING THE ROOT OF PROBLEMS
  • 19. DEFINE USERS DESIGNING WITHOUT KNOWING YOUR AUDIENCE IS LIKE THROWING DARTS BLINDFOLDED. • WHO IS MY AUDIENCE? • WHO IS MOST IMPORTANT? • HOW DO I REACH THEM? • WHAT DO THEY NEED? • WHAT MOTIVATES THEM? Q's:
  • 20. SOMETIMES WHO YOU ARE DESIGNING FOR IS DIFFERENT THAN WHO PAYS THE BILLS DEFINE STAKEHOLDERS • WHO ARE MY STAKEHOLDERS? • WHAT DO THEY NEED? • HOW DO I COMMUNICATE WITH THEM? • HOW WILL I SELL MY DESIGN? Q's:
  • 21. EXAMPLE FROM DTELEPATHY.COM A QUICK PICTURE OF WHO YOU ARE DESIGNING FOR, WITH BULLET POINTS ON WHO THEY ARE. PROTOPERSONAS • “GUESSTIMATED,” & LATER VALIDATED • USED FOR USERS & STAKEHOLDERS
  • 22. MIGHT INCLUDE NEEDS, GOALS, BACKSTORY, FRUSTRATIONS, IDEAL EXPERIENCE, BEHAVIOR OR MOTIVATORS DTELEPATHY.COM
  • 23. Imelda The Teacher Need: To message my students & parents quickly, individually or by class Problem: Currently my fastest method is to copy the email link from a students profile and email them outside the app. If I want to include the parents, I need to click through to find their address too. Adam The Admin Need: To message students & parents quickly, individually or by class Problem: Currently my fastest method is to copy the email link from a students profile and email them outside the app. If I want to include the parents, I need to click through to find their address too. Sarah The Student Need: To quickly message my teacher Problem: Currently I have no access to my teachers contact information, I need to ask a question about an assignments Peter The Parent Need: To message child’s teacher Problem: Currently I have no access to a teachers contact information, and I’d like to reach out them about my kids grade. I’d also like to be more informed of my childs progress. MICRO-PERSONAS AT ALMA, WE USE MICROPERSONAS TO REMEMBER OUR USER NEEDS FOR NEW FEATURES
  • 24. MAKE A LIST OF GOALS BEFORE YOU DESIGN. LATER, VALIDATE YOUR WORK & ASSUMPTIONS AGAINST THEM • WHAT DOES SUCCESS LOOK LIKE? • HOW DO I ACHIEVE SUCCESS? VALIDATE GOALS Q's:
  • 25. NOW YOU GO MAKE MAGIC HAPPEN. DON’T FORGET THE “WHY.”
  • 26. DESIGN TOOLS & LEARNING RESOURCES APPENDIX:
  • 27. • MOLESKIN & PENCIL • ILLUSTRATOR CC - SYMBOL LIBRARIES, BRUSH LIBRARIES, CHARACTER STYLES & GUI KITS • ALFRED • DROPBOX • EVERNOTE & POCKET • FEEDLY • HARVEST FOR TIME TRACKING • OMNIGRAFFLE FOR SITE MAPS • BOOTSTRAP FOR WEB DESIGN • SUBLIME TEXT FOR CODING • INVISION FOR PROTOTYPING FAVORITE TOOLS
  • 28. • THE DESIGN OF EVERYDAY THINGS • THE LEAN STARTUP • THE ACCIDENTAL CREATIVE • ABOUT FACE 3: THE ESSENTIALS OF INTERACTION DESIGN • CRUCIAL CONVERSATIONS • THE 10-DAY MBA • SECRETS OF 6-FIGURE WOMEN • LEAN IN • DARING GREATLY • SMASHING MAGAZINE • MASHABLE • LITTLE BIG DETAILS • TINY BUDDHA RECOMMENDED READING