UX/product case studies illuminating how I work as an individual contributor

1. www.SkyeSant.com
UX|UI|Product Case Studies
Senior| Lead UX/ Product Designer
Skye Sant

2. www.SkyeSant.com
KPI Dictionary
Risk Register
CDP Pipeline
Agenda
New Feature | Increased Capabilities
New Platform | Digital Transformation
Iteration| More Engaging Experience

3. www.SkyeSant.com
Creating Digital Tools
Discover
Design & Build
Evaluate
+ Extend & Iterate
Communication
Change Management+

4. www.SkyeSant.com
Iteration: KPI Dictionary
Individual Contributor + Informal Influence
Skye Sant

5. www.SkyeSant.com
‣Includes all the info needed to understand and use the
term in context
‣Accommodates workflow
‣Easy to use
KPI Dictionary
Expand the KPI Dictionary into a succinct yet complete ‘single source of truth’ for the
company’s terms & definitions.
‣ DISCOVER
‣ SME interviews +
content audit
‣ DESIGN
‣ Visual + Interaction
Design
‣ Mockups
‣ In Production
‣ EVALUATE
‣ Validate
‣ Extend + Iterate
PROCESS
Purpose
GOALS
OVERVIEW
Charlene shows us how much she likes working via spreadsheets
Spreadsheet - kept manually updated.

6. www.SkyeSant.com
Sole Individual Contributor (IC)
Collaborating IC
Contribution by Others
Full autonomy & responsibility
Shared work & responsibility
Information or work provided by others
[Role] Leader
Leader
‣ Informal Influencer
Formal management responsibilities
Shared vision/strategy & guidance
Support, persuasion & Influence
Contribution:Leadership:
‣ Visual/Interaction Design
‣ User Testing
‣ User Research
‣ Vision + Strategy
‣ Communication + Presentation
‣ Business BA: Research
‣ PM + SMEs: Research, validation
‣ PO + devs: User Stories + Technical Discussions
‣ PM: project manage
Me, UX; Business System Owner; Project Manager (product);
PO/Business Analyst
OVERVIEWKPI Dictionary

7. www.SkyeSant.com
SME Interviews + Content Audit
KPI Dictionary
‣ Personas + workflow
‣ Mental models
‣ All the info needed for
‘context’
‣ Relative importance of
functionalities +
components (priorities)
FINDINGS
Legacy KPI Dictionary
Interviews + content audits->
Not pictured:
Personas
User Journey maps
Vision/ strategy decks
Executive check-ins
User stories
DISCOVER
Expand the KPI Dictionary into a succinct yet complete ‘single source of truth’ for the company’s terms & definitions.
Workflow via sketchesWorkflow via flow doc
Goal: Include all the info needed to understand and use the term in context

8. www.SkyeSant.com
Visual + Interaction Design
KPI Dictionary
Goal: easy to use = clear IA + layout that fits with their mental model
Mockups with specs
DESIGN
Colors
Typography
Interactions
New Deal
Existing Deal
Tables
Navigation
Reports
Graphs
Filters
Dates
!
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#
+
⋆
&
☼
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+
Navigation
Text
Outline
Header
Sub-Headers
Info Text
Column Bar
Selected
Text
Bar
Icon
Unselected
Text
Arial - Bold | Size - 14 | #00A8CB
1 px | Corners - Rounded 5 px | #00A8CB
Arial - Regular | Size - 18 | #666666
Arial - Regular | Size - 12 | #666666
Arial - Regular | Size - 14 | #999999
Arial - Regular | Size - 12 | #FFFFFF
#00A8CB
FontAwesome | Size -14 | #FFFFFF
Arial - Regular | Size - 12 | #666666
STATUSDEAL NAME MARKET NRA (sqm) CLOSING DATE
Guardians Tower N…
Lone Pine Mall
MetLife Southern C…
Rivendell Ranch & ...
Suns Distribution C…
Towers at Sauron’s
Twin Pines Mall
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,
,
,
,
,
,
C
A
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E
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Sendai
Osaka
Osaka
Tokyo
Nagoya
Multi-Mar…
Osaka
34,500
35,000
28,000
36,000
25,000
21,900
8,000
2,736.0M
2,275.5M
2,151.0M
2,300.0M
1,990.0M
2,002.0M
1,220.0M
15-Dec-2016
05-Jul-2017
23-Oct-2017
01-Jan-2016
12-Mar-2017
18-Dec-2016
15-Sep-2017
- - - --
Regional Deals - Japan
¥14,674,500,000188,400 sqm7
Total Deals Total NRA Total Gross Purchase Price
.
.
.
.
.
.
.
- TYPE
Single
Single
Single
Single
Single
Portfolio
Single
- GROSS PRICE (¥)
Land Buildings
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45px45px
15px
25px
30px
35px
15px
15px
15px
15px
15px
5px
Tables&
15px15px 15px15px
170px
Digital Pattern Library
Abbreviation/ Capitalization Standards
#00A389
#4D4D4D
#00A389
#FFBD00
#00A8CB
#666666
#30B39E
#BD0B0B
#006858
#999999
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#FAD802
#54B948
#CCCCCC
#91D3C8
#54B948
#FFFFFF
#F2F2F2
#C1E2DD
#297343
Prologis
Non-Data & Text
Graphs
Other
Colors
Typography
Interactions
New Deal
Existing Deal
Tables
Navigation
Reports
!
"
#
+
⋆
&
☼
(
Color Palette
Expand the KPI Dictionary into a succinct yet complete ‘single source of truth’ for the company’s terms & definitions.

9. www.SkyeSant.com
Mockups (1/3)
KPI Dictionary
‣ Repeatable UX/UI patterns
‣ Default use: iPad (tablet)
‣ Different views for the
Metric Owners vs company
users
‣ Grid system
‣ Adaptive design
‣ No workflow on mobile
DECISIONS
Technical opportunities + ‘Wizard of Oz’ tests ->
Not pictured:
Grid system + breakpoints for
adaptive design
Plan for user testing
DESIGN
Everything filled out
Edit mode (blank)
Metric Page (actual)
Some fields filled out
Goal: complete yet succinct = all fields included on creation, only active
fields shown when viewed
1 2 3

10. www.SkyeSant.com
Mockups (2/3)
KPI Dictionary DESIGN
In-place definitions on
everything, all the time
Ability to
add more
entries
Edit mode
View mode
In-place definitions on
everything, all the time
Edit mode View mode
1 2 3

11. www.SkyeSant.com
Mockups (3/3)
KPI Dictionary DESIGN
View mode In-place definitions on
everything, all the time
Only the filled-out fields are visible,
creating less cognitive load (=succinct)
Actual in production
1 2 3

12. www.SkyeSant.com
Mockups -> Actuals (1/5)
KPI Dictionary
Goal: easy to use = clear IA + layout that fits with their mental model
1. Sketch
DESIGN
2. Draft (mockup)
3. Interactive Prototype 4. Final - in production
2 3 4Usability
change
User
Request
Technical
constraint
KEY: CHANGE RATIONALE
51

13. www.SkyeSant.com
Mockups -> Actuals (2/5)
KPI Dictionary
Goal: easy to use = clear IA + layout that fits with their mental model
1. Sketch
DESIGN
2 3 4Usability
change
User
Request
Technical
constraint
KEY: CHANGE RATIONALE
51
Horizontal
Tab menu
Filter Bar -
every criteria
visible helps
the user
know what
can be done
here
Collapsable
main nav

14. www.SkyeSant.com
Mockups -> Actuals (3/5)
KPI Dictionary
Goal: easy to use = clear IA + layout that fits with their mental model
DESIGN
2 3 4Usability
change
User
Request
Technical
constraint
KEY: CHANGE RATIONALE
51
Vertical side
menu - more
room for
content (less
scrolling)
Filter - default
criteria set up
(“The business
knows what’s
needed”)
Tabbed main
nav, so nav is
always visible
2. Draft (mockup)

15. www.SkyeSant.com
Mockups -> Actuals (4/5)
KPI Dictionary
Goal: easy to use = clear IA + layout that fits with their mental model
DESIGN
2 3 4Usability
change
User
Request
Technical
constraint
KEY: CHANGE RATIONALE
51
Vertical side
menu split to
match the
user’s mental
model
Filter - default
criteria set up
(“The business
knows what’s
needed”)
Tabbed main
nav, so nav is
always visible
3. Interactive Prototype

16. www.SkyeSant.com
Mockups -> Actuals (5/5)
KPI Dictionary
Goal: easy to use = clear IA + layout that fits with their mental model
DESIGN
2 3 4Usability
change
User
Request
Technical
constraint
KEY: CHANGE RATIONALE
51
Vertical side
menu split to
match the
user’s mental
model
Tabbed main
nav, so nav is
always visible Filter Bar -
every criteria
visible helps
the user
know what
can be done
here
4. Actual - in production

17. www.SkyeSant.com
Actuals In Production
KPI Dictionary DESIGN
Expand the KPI Dictionary into a succinct yet complete ‘single source of truth’ for the company’s terms & definitions.
Metric Owner: Inbox, status tab Metric Owner: Metric detail page
Internal User: Metric List page Internal User: Metric detail page
Goal: complete yet succinct

18. www.SkyeSant.com
In Production
KPI Dictionary
Expand the KPI Dictionary into a succinct yet complete ‘single source of truth’ for the company’s terms & definitions.

19. www.SkyeSant.com
Quantitative + qualitative measurements:
Qualitative:
Includes all the info needed
to understand and use the
term in context
Qualitative: Most SMEs +
beta users said yes*
Yes 92%Quantitative:
Accommodates workflow +
coherent with existing UI
Quantitative: users can
accomplish top 4 tasks in 2
minutes or less**
* 13/13 SMEs + 9/12 Beta users said yes when asked “Do you have all the information here you need to do your job?’
** 92% Tasks done in <2 minutes (12/13)
Validate
KPI Dictionary EVALUATE
Expand the KPI Dictionary into a succinct yet complete ‘single source of truth’ for the company’s terms & definitions.

20. www.SkyeSant.com
Validate
KPI Dictionary
Goals:
OUTCOMES
User feedback ->
First 2 weeks: Accessed by a majority of the company; utilized by all of
the Metric Owners to do their job (vs using spreadsheets and uploading)
EVALUATE
Includes all the info
needed to understand
and use the term in
context
Accommodates
workflow
Easy to use
Expand the KPI Dictionary into a succinct yet complete ‘single source of truth’ for the company’s terms & definitions.
Goal: accommodates workflow + easy to use = replace the manual spreadsheet flow
they’re accustom to
Metric Owners validating the workflow

21. www.SkyeSant.com
Extend + Iterate
KPI Dictionary
Template Library
Training/ rollout
Extend functionality:
‣ Responsive design
(mobile)
‣ Notification Page
‣ Notification settings
‣ Administration Settings
‣ Link Management
‣ Activity Log
‣ Deprecate bulk import
EXTEND
Expand functionality ->
EVALUATE
Expand the KPI Dictionary into a succinct yet complete ‘single source of truth’ for the company’s terms & definitions.
“Where else could we do this?”
Adobe XD Template Library

22. www.SkyeSant.com
Iteration: KPI Dictionary
Individual Contributor + Informal Influence
Q&A

23. www.SkyeSant.com
New Feature: Risk Register
Individual Contributor + Informal Leader
Skye Sant

24. www.SkyeSant.com
‣At least as functional and visually pleasing as
competitors (+’modern’)
‣Accommodates workflow
‣Coherent with existing UI
Risk Register
Create a Risk module featuring a Risk Register* (paid add-on to current offering) that’s
‘modern & usable’ while being coherent with existing UI
‣ DISCOVER
‣ SME interviews +
Competitive Review
‣ DESIGN
‣ Visual + Interaction
Design
‣ Interactive Prototype
‣ Completing the Mockup
‣ Working with PO & Dev
‣ In Production
‣ EVALUATE
‣ Validate
‣ Extend + Iterate
PROCESS
Purpose
GOALS
* Risk Register: a tool for documenting risks (potential issues that can derail intended outcomes) and actions to manage each risk.
OVERVIEW
Legacy: Risk spreadsheets

25. www.SkyeSant.com
Sole Individual Contributor (IC)
Collaborating IC
Contribution by Others
Full autonomy & responsibility
Shared work & responsibility
Information or work provided by others
[Role] Leader
‣ Leader
Informal Influencer
Formal management responsibilities
Shared vision/strategy & guidance
Support, persuasion & Influence
CONTRIBUTION:LEADERSHIP:
‣ User Research
‣ Visual/Interaction Design
‣ User Testing
‣ Project management/ organization
‣ Vision + Strategy
‣ Communication + Presentation
‣ PM + SMEs: background info (research)
‣ PO + devs: User Stories + Technical Discussions
OVERVIEW
A remote friendly company
I was located in the Denver global
headquarters
Risk Register

26. www.SkyeSant.com
SME (subject matter expert) Interviews + Competitive Review
Risk Register
Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI
‣ Workflow
‣ Personas + journey maps
‣ Minimum content and
functionality
‣ Relative importance of
components (priorities)
FINDINGS
Key insight: Risk - Control = Residual RiskSME notes + sketches
Risk Register
Competitor attempts at visual interest
Goal: At least as functional as our competitors + modern (=incorporate best practices)
Interviews + content audits->
Workflow
Not pictured:
Personas
User Journey maps
Vision/ strategy decks
Meetings with Execs
DISCOVER

27. www.SkyeSant.com
Visual + Interaction Design
Risk Register
‣ Use master-detail pattern:
table + sidepanel
‣ Include ‘dashboard’
functionality on the sidepanel
DECISIONS
Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI
Goal: Coherent with existing UI + usable
Research + hallway tests ->
Table-dashboard | vertical tabs | horizontal tabs | expand/collapse panels
Parallel panels
A table is well suited to
list | filter | sort
functionality
Existing UI (table + sidepanel)
Not pictured:
Feedback from research
participants via Adobe XD
interactive prototype online
User stories
DESIGN

28. www.SkyeSant.com
Interactive Prototype
Risk Register
Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI
‣ Extendable sidepanel
‣ Prioritized functionality over
ecosystem visibility
‣ Bonus: accessable color
palette
DECISIONS
Technical opportunities + ‘Wizard of Oz’ user tests ->
Goal: Visually pleasing + modern (= white space + movement)
Not pictured:
Change management efforts
with Sales/Marketing, to bring
them up to speed
Plan for user testing
DESIGN
Sidepanel

29. www.SkyeSant.com
Completing the Mockups (1/2)
Risk Register DESIGN
Risk Register v26 21
Complete the sidepanel
tabs
Complete the actions
+ workflow CTA on the
sidepanel header
Complete the
actions +
workflow CTA
(when a table
item is
selected)
Complete the main
CTA + more actions +
column selector on the
table header
(unselected)

30. www.SkyeSant.com
Risk Register DESIGN
Sidepanel
21
Completing the Mockups (2/2)
Risk Register v26
Sidepanel: Details tab Sidepanel: Risk tab
A
A
B
B
C
D
C
D

31. www.SkyeSant.com
Working with PO + Devs (1/3): From UX
Risk Register DESIGN
Notes re: state changes
1 2 3
Adaptive/responsive dashboard design
Color palette (colorblind safe)

32. www.SkyeSant.com
Working with PO + Devs (2/3): Working with teams
Risk Register DESIGN
User Stories Process: story/feature creation
Good communication means keeping track of dev teams, roles,
and time zones
1 2 3
UX Acceptance Criteria (on each user story) to assist QA

33. www.SkyeSant.com
Working with PO + Devs (3/3): Organizational efficiency
Risk Register DESIGN
Sidepanel
UX Standards (in TargetProcess)
UX Dept kanban
(in TargetProcess)
UX Dept cadence (2 week sprints)
2 31

34. www.SkyeSant.com
MVP in Production
Risk Register
Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI

35. www.SkyeSant.com
Quantitative + qualitative measurements:
Qualitative:
At least as functional and
visually pleasing as
competitors
Qualitative: Most SMEs +
beta users rate as ‘cool’*
“Cool!” 88%Quantitative:
Accommodates workflow +
coherent with existing UI
Quantitative: users can
accomplish top 3 tasks in 2
minutes or less**
* 5/6 SMEs + 4/6 Beta users said ‘This is cool!’ (or ‘clean’ or ‘neat’ or ‘slick’) when asked “So what do you think of this?’
** 88% Tasks done in <2 minutes (14/16)
Validate
Risk Register EVALUATE
Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI

36. www.SkyeSant.com
Validate
Risk Register
Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI
Goals:
OUTCOMES
Usability testing + survey ->
Designed, developed and in production; new functionality released in 4 months
This is a video of a user clicking through to a risk, changing settings, and adding a control in 30 seconds
EVALUATE
At least as functional and
visually pleasing as
competitors
Accommodates workflow
Coherent with existing UI

37. www.SkyeSant.com
Extend + Iterate
Risk Register
Create a Risk Register that’s ‘modern & usable’ while being coherent with existing UI
‣ More dashboard widgets
‣ More Settings pages
‣ Ecosystem visibility: pages for
component parts added
(controls, vulnerabilities)
‣ Connect Risks etc (clone,
relationships)
EXTEND
Workflow
Risk Settings Page: Scale tab
Risk dashboard
Existing platform + Risk Register ->
Not pictured:
Updates to Pattern Library
UX Standards
EVALUATE

38. www.SkyeSant.com
New Feature: Risk Register
Individual Contributor + Informal Leader
Q&A

39. www.SkyeSant.com
New Platform: CDP Pipeline
Managing IC + Director
Skye Sant

40. www.SkyeSant.com
CDP Pipeline
PROCESS
Overview
‣ MISSION: Make the capital pipeline (process & data) transparent to the business
‣ BUSINESS GOAL: Enable strategic decision-making and organizational effectiveness.
‣ USER GOAL: Make a tool by and for the field (user centered).
GOALS
Make the Capital Deployment* Pipeline (process & data) transparent to the business.
‣ DISCOVER
‣ Assessment + Research
‣ Planning +
Communication
‣ DESIGN
‣ Visual + Interaction
Design
‣ Mockups + Prototypes
‣ In Production
‣ EVALUATE
‣ User Testing
‣ Validate
‣ Extend + Iterate
* Capital Deployment: the decisions the company makes about where to spend money – buying, selling, improving or developing assets.
OVERVIEW
Rachael, Director of
Operational Strategy
Seth - Director, Global
Operations and
Capital Deployment
Legacy CDP Pipeline spreadsheet

41. www.SkyeSant.com
Sole Individual Contributor (IC)
Collaborating IC
Contribution by Others
Full autonomy & responsibility
Shared work & responsibility
Information or work provided by others
‣ Director
Leader
Informal Influencer
Formal management responsibilities
Shared vision/strategy & guidance
Support, persuasion & Influence
Contribution:Leadership:
‣ User Interviews
‣ User Testing
‣ Visual/IxD Design
‣ Research
‣ UI/ prototypes
‣ Vision + Strategy
‣ Communication
‣ BA + SMEs: Research
‣ Tech leads: User Stories + Technical Discussions
‣ Project Manager: Organize + Schedule
OVERVIEWCDP Pipeline
JR UX; BA(product); Project Manager (product); Business System Owner; Tech Lead
Dev Lead; Business Analyst (business); Lead Project Manager (company); Product Owner

42. www.SkyeSant.com
CDP Pipeline
Assessment + Research
‣ No transparency of info to
executives, esp real time
info - everything was paper
+ individual’s spreadsheets
‣ Not user (or employee)-
centered tools nor
processes
Not pictured:
Presentations at Exec mtgs
Hiring a team
Make the Capital Deployment Pipeline (process & data) transparent to the business.
FINDINGS
Interviews + content audits->
KPI/success metrics, statements to validate Communication with the business
Specs/ Requirements (data, architecture)
Legacy workflow: paper
Legacy entries: 100s of fields
DISCOVER

43. www.SkyeSant.com
CDP Pipeline
Planning + Communication
Timeline:
‣ Discover and Design (5 mo)
‣ Build (6 mo, overlapping
user testing)
All UX tasks planned and
done on dev timelines (ie 2
week sprints)
Not pictured:
Early mornings, late nights
Make the Capital Deployment Pipeline (process & data) transparent to the business.
AGILE TEST
DISCOVER

44. www.SkyeSant.com
CDP Pipeline
Visual + Interaction Design
Make the Capital Deployment Pipeline (process & data) transparent to the business.
‣ Main dashboard
‣ Aggregated main page
‣ Individual deals pages
‣ Prioritize ‘quickly ___’
‣ Customized for each
Region + Country
DECISIONS
Research + hallway tests ->
Quick wireframes
Sketch; wireframe; prototype
Workflow
Not pictured:
Meetings at all hours (global)
Hallway validation sessions
User stories
Make the Capital Deployment Pipeline (process & data) transparent to the business.
DESIGN
Goal: Make the capital pipeline transparent & make a tool for the field.

45. www.SkyeSant.com
CDP Pipeline
Make the Capital Deployment Pipeline (process & data) transparent to the business.
Mockups + Prototypes
DESIGN
Goal: enable organizational effectiveness.
Working prototype in Salesforce

46. www.SkyeSant.com
Mockup V1: Kanban view
Implemented inside salesforce
Mockup V2: Table view
1 2 3 4
CDP Pipeline DESIGN
Mockups -> Actuals (1/4)

47. www.SkyeSant.com
V1 Mockup: Kanban view
1 2 3 4
Totals for the
(visible) board
Commands grouped
by function type
Toggle deal
type
Totals for the
(visible) stage
Two views correspond
to the two major
meeting/discussion
types: Personal Report
& Regional Report
Menu grouped
by function
and by Capital
Deployment
type, not
business unit
Usability
change
User
Request
Technical
constraint
CHANGE REQUEST KEY:
Ability to tag
(by color) to
assist recall
and attention
Ability to
‘Favorite’ to
assist recall
and attention
Kanban view: see
deals moving E -> A
CDP Pipeline DESIGN

48. www.SkyeSant.com
V2 Interactive prototype: Table view
1 2 3 4
Totals for the
(visible) board
Commands grouped
by function type
Toggle deal
type
Menu grouped
by function
and by Capital
Deployment
type, not
business unit
Totals for the
(visible) stage
Two views correspond
to the two major
meeting/discussion
types: Personal Report
& Regional Report
Ability to tag
(by color) to
assist recall
and attention
Table View: more
familiar layout +
ability to easily sort
Ability to
‘Favorite’ to
assist recall
and attention
Usability
change
User
Request
Technical
constraint
CHANGE REQUEST KEY:
CDP Pipeline DESIGN

49. www.SkyeSant.com
Actual in Production in Salesforce
1 2 3 4
Table View:
more familiar
layout + ability
to easily sort
Totals for the
(visible) board
Deal type set
via filters
Two views correspond
to the two major
meeting/discussion
types: Personal Report
& Regional Report
Commands (subtly)
grouped by function
type
Menu not
grouped
No ability to
tag
Ability to
‘Favorite’ to
assist recall
and attention
Usability
change
User
Request
Technical
constraint
KEY: CHANGE RATIONALE
Both kanban
and table view
available
CDP Pipeline DESIGN

50. www.SkyeSant.com
CDP Pipeline
Make the Capital Deployment Pipeline (process & data) transparent to the business.
MVP Interactive Prototype

51. www.SkyeSant.com
CDP Pipeline
Make the Capital Deployment Pipeline (process & data) transparent to the business.
Interaction (tablet)
This is a video of the CDP Pipeline tool (inside of Salesforce) on a tablet

52. www.SkyeSant.com
CDP Pipeline
Make the Capital Deployment Pipeline (process & data) transparent to the business.
Interaction (phone)
This is a video of the CDP Pipeline tool (inside of Salesforce) on an iphone

53. www.SkyeSant.com
Global Ethnographic User Testing
InVision: Clickable Prototypes
Lookback: user testing video recordings
CDP Pipeline EVALUATE
The user interview team in China
Goal: Make a tool by and for the field + customized
for each region

54. www.SkyeSant.com
Metrics: Top Task Completion
Success &Speed:
Add new deal < 1 min
‣ on ipad and phone too
‣ bonus ‘Offline Mode’ in
the field!
96% 4.52Satisfaction
(tool):
Rated a 4.52 out of 5
Increased
Employee
productivity:
Less time on task, error rate
NO training costs
73% 4.93Process
improvement:
Rated a 4.93 out of 5
CDP Pipeline
Validate
EVALUATE
Make the Capital Deployment Pipeline (process & data) transparent to the business.

55. www.SkyeSant.com
4.93 out of 5 (98%)
User Satisfaction (Process)
93.7%
Budget
2 weeks early
Timeline
4.52 out of 5 (90%)
User Satisfaction (Project)
CDP Pipeline
Validate
EVALUATE
‣ Increase company
capability
‣ Test of Agile Project:
success
‣ Test of user-centered
design to bring value:
success
VALUE
Make the Capital Deployment Pipeline (process & data) transparent to the business.

56. www.SkyeSant.com
Validate
CDP Pipeline
MISSION: Make the capital
pipeline (process & data)
transparent to the business
BUSINESS GOAL: Enable
strategic decision-making and
organizational effectiveness.
(Digital Transformation)
USER GOAL: Make a tool by
and for the field.
OUTCOMES
Digitally transformed: Business system owners reconciling the CDP pipeline in an airport in Amsterdam
EVALUATE
Goals:
Make the Capital Deployment Pipeline (process & data) transparent to the business.

57. www.SkyeSant.com
Extend + Iterate
CDP Pipeline
Supporting:
‣ Help/FAQ/quickstart guides
‣ Create standards
‣ Document All the Things
Extending the platform:
‣ Dashboard
‣ 4 more internal tools
EXTEND
Standardize patterns/ practices + apply across company->
Not pictured:
Exec mtgs
‘Training’ + rollout
UX Dept wiki
Style Guide | Pattern Library
Retrospective: Lesons Learned
Design System Governance
UI Templates (Sketch)
Dashboard
EVALUATE
Make the Capital Deployment Pipeline (process & data) transparent to the business.

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New Platform: CDP Pipeline
Managing IC + Director
Q&A

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Thank you
Work with people
doing their best work,
striving toward the
user-centered goal of
creating meaningful
and useful products
for customers and
colleagues
THE DREAM:

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Q & A
Website: www.SkyeSant.com
LinkedIn: www.linkedin.com/in/skyesant/
Twitter: twitter.com/Skye_sant

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Appendix

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Appendix
User Research: Surprises
User Testing: Surveys
User Testing: UAT
UX Design (processes and questions answered)
UX Sprint Schedule
Teaching and Speaking
Table of Contents

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‣ Insistence from the field for ‘hidden’ C & D deals in the
face of strong Exec. displeasure
‣ Real estate process for China (ie land ‘rental’ only)
‣ CDP Forecast took 2-4 months to calculate (3 hours in
new tool, incl. meetings)
‣ The wonky IA for global locations (see pic)
User Research: Surprises CDP PIPELINE
Watch that 4th step - it’s a doozie! Deal stages
Some of the differences in USA vs China’s real estate market

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User Testing: Surveys CDP PIPELINE
Survey Survey Results
Lean Survey Canvas

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Research plan
User Acceptance Testing script
User Testing: UAT CDP PIPELINE

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UX Design Process

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UX Sprint Schedule
START 2 wk dev sprint
UX processes for each sprint
n+2 ahead (2-6 weeks
ahead)
Initial comps due to the PO/
PM for sprint n+2 ahead (4
weeks ahead)
Grooming +
Story Time
Planning 2 WEEK SPRINT Demo + Retro
Assist PM/ business with
research activities n+4 sprints
ahead (6+ weeks ahead)

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Teaching and Speaking
DigitalSummit (guide, speaker) Denver UX BookclubDesign Leaders meetup
Speaking: Creative Mornings (NYC)
Speaking: UX Meetup (Boulder) Speaking: SheSays (women’s leadership meetup)

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