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Marketing is dead
     Long live UX!
          Dawn Ellis
          Neil Allison

CIM Higher Ed Market Interest Group
    Conference 21 March 2013
       Twitter: #hemig6 #ux
Welcome



Dawn Ellis             Neil Allison
 Director              UX Manager
@DawnEllis             @usabilityed

    University Website Programme
     The University of Edinburgh
   www.ed.ac.uk/website-programme
Overview
• Context and background
  – Our philosophy

• Intro to user experience (UX)
  – Personas


• Case studies

• Conclusions and questions
Profile
Founded:            Influential Alumni and Staff:

1583                Charles Darwin, Robert Louis
Global Ranking:     Stevenson, James Clerk
Top 30              Maxwell, Alexander Graham
                    Bell, James Simpson, Adam
                    Smith, Walter Scott, David
                    Hume, Ian Wilmut, J K
                    Rowling,               Stella
                    Rimmington,            Peter
                    Higgs,             Katherine
                    Grainger, Chris Hoy…
2002 – 2012 Growth

Students:
21,438      30,423
The University website
• 250,000 web pages
  – 45,000 published with central CMS
  – Around 600 supported CMS users

• 5 million unique external visitors in 2012
  – To the 45,000 pages we monitor

• Diverse range of audiences
  – Demand for content in cycles
Operational fit
• 2006: Established as a project
  – To “Roll out the CMS”

• 2008: Embedded as a programme
  – Managing the CMS
  – Focus on web publishers’ skills

• 2012: Website & process enhancement
  – User experience, analytics & website appraisal
  – CMS review, focus on web publisher experience
University objectives
• Attract the best students

• Improve conversion rates

• Enhance the student experience

• Increase revenues for the University
Reality of University web publishing
• Devolved & probably always will be

• Significant skills gap
   – IA planning, web writing & comms, usability

• Very little time available for web management
   – Even less for local strategy & coordination
Reality of website user behaviour
• They scan, they don’t read

• They’re task driven

• They want quick answers

• They don’t care about what you care about
Our philosophy, where we’re heading


• It’s about process not project

• People and collaboration first

• Technology is a cog, not the steering wheel
Intro to UX

 What is UX?
What is UX?
• UX = User eXperience
   – Or CX – Customer eXperience
   – Should we be talking SX?

• It’s the sum of all experiences
  a customer has with a business

• “A star to sail your ship by”
   – Jesse James Garrett

• “A flag in the sand on the horizon”
   – Jared Spool
Advertising and UX
“Advertising is about getting the customer
           to love the company.

    UX is about getting the company
          to love the customer.”

                                 Whitney Hess
Usability and UX – a scenario
“The customer, looking for a new digital camera, goes to the large
electronic retailer’s website. She quickly finds the camera she
wants, puts it in the cart, and without incident, pays for it using the
option to pick it up at the store that same day. Quick, easy — she is
pleased and excited to receive her camera.
                                   Website usability

When she arrives at the store, she initially doesn’t know where to
go, as no visual clues present themselves. After a ten-minute wait at
the customer service desk, she’s told she’s in the wrong place and
needs to find another desk, this one labelled “Online Receiving”. Once
she finds that desk, the clerk, who obviously can’t wait for his shift to
end, sighs and says the camera she’s purchased is out of stock. She can
buy a different camera at this point, but to receive a credit for her
original online purchase, she needs to call an 0800 number. She ends
up leaving the store without a camera and a charge on her credit card
she needs to resolve.”
                                   User experience
                                                                 Jared Spool
Usability, UX & Brand
Intro to UX


Why does UX matter?
Marketing has changed
In the golden age of mass communication
         Image = Reality

In the new fragmented, aggregated age:
         Reality = Reality
                                Foolproof.co.uk
Roles are reversed
 "The customer is now the advertiser.
When they search they are placing an ad.

 Traditional marketing is about getting
    attention, while web marketing
           is about giving it.“

                           Gerry McGovern
Google’s philosophy
From “10 things we know to be true”
bit.ly/google-10things


  “1. Focus on the user
  and all else will follow”
Econsultancy.com


• But what does this mean in the Higher Education environment?
   • Applications? Conversions? Repeat study? Brand perception?
Why should UX matter to you?

• A strong marketing campaign
  for a product with poor UX
  can ultimately be damaging

• If the aim of marketing is to create a customer
  then the aim of UX is to create
  a happy customer
Intro to UX


Communicating UX
3 steps to an effective UX vision
• Step 1: Focus on Research
  – Must be grounded in reality

• Step 2: Focus on Experience
  – Express for the user, not the product

• Step 3: Share the Vision
  – Everyone needs to share and buy into it
                                               Jared Spool
                                              www.uie.com
Personas – essential in the UX toolkit
• A stand-in for real users
   – Representing the needs of user groups

• Identifying the user motivations, expectations
  and goals that drive online behaviour

• Based on knowledge of real users

• Helping us keep the user experience at the forefront
  as website content, features & services develop
But what
 are the
benefits?
How personas can help
• Personas bring focus

• Personas build empathy

• Personas encourage consensus

• Personas bring efficiencies

                                 The User Is Always Right
                                        by Steve Mulder
Personas are not market segments
• Segmentation identifies and measures
  the size of different groups at a high-level

• Personas provide understanding of the user
  context
   – Needs, motivations, behaviour &
     associated design challenges (or opportunities)

• Market segmentation provides valuable input
  into the persona generation process
How to share a UX vision

• Tell a story

• Draw a picture

• Create a video
Tell a story

• Easiest to do

• Easy to collaborate on

• Storytelling is an ancient
  and universal activity




 UX narrative: University of Edinburgh
 UX cartoon: David Travis, Userfocus.co.uk
Mood-time graphs
                   • Because everything
                     doesn’t happen at once


 uxmatters.com
                   • We can lose and gain
                     user goodwill along the
                     way

                   • Prioritise the biggest
                     pain points

  cxpartners.com
Some user journeys are complex…
                              • …involving multiple
                                channels and iterative
                                decision making

                              • UX consultants Nomensa
                                recently reported on the
                                undergraduate applicant
                                experience
                                 bit.ly/nomensa-ug-ux-report




         Graphic: bit.ly/adaptive-path-journey
Video




http://youtu.be/ByuFqQBPn8c
Intro to UX


Measuring UX
How can I measure UX?
• It depends on what you’re looking to find

• There is no silver bullet
   – No single tool or approach can do everything

• Analytics + enquiry monitoring
  + market research + user research
  = Greater than the sum of their parts

• Build the means to calculate ROI into your metrics
How many blind men are there
   round your elephant?
Regular reporting is key
From prioritisation…

Define user    Agree        Establish        Prioritise   Implement          Evaluate
groups         business     user needs       needs &      changes            changes
               requirements                  requirements


To a report card:
                  Business          User needs        Agreed            Rating
                  requirements                        priorities
Prospective       1. Check entry    1. Course         1. Entry req’ts   B
postgraduate         requirments       structure      2. Fees &         C+
(taught)          2. Check fees     2. Career opps       funding
                  3. Get in touch   3. Funding opps   3. Structure      F
                  4. Make strong    4. Fees           4. Contact        C
                     application    5. Apply          5. Careers        A

                              Based on the work of Lou Rosenfeld: bit.ly/rosenfeld-redesign
Case study

Enhancing the prospective
 postgraduate experience
Our aims
• Identify trends in prospective student behaviour

• Monitor behaviour & introduce metrics

• Measurably enhance the UX

• Communicate the UX

• Collaborate with academics & administrators
  stakeholders throughout
  – Hand over for ongoing enhancement
What we did
1. Generated personas with stakeholders
  –   3 programme areas

2. Agreed ideal UX for each persona

3. User testing role playing the personas

4. Website analytics & offline data review
  –   To check user testing findings

5. Website & process enhancements
The student personas
           • All 3 colleges

           • International & UK

           • Distance learners
             & on-campus

           • Full & part time
Findings & trends
• All programmes broadly wanted the same things
  from their personas

• Personas represented a range of focus based on
  recruitment & enquiry management priorities:
   – Strong candidates
   – Non-standard applicants
   – Weak candidates

• Same issues observed across all studies
   – Participant frustrations with generic high-level content
     and looping journeys
   – Programme aspirations for UX some way from findings
UX pain points
• Multiple contact points
  – Additional issues for research applicants


• Some essential central information
  caused difficulties & dissatisfaction

• Profile & ranking content unconvincing
  – “It’s easy to say you’re great…”
Next steps
• Full review of enhancements
  – Anecdotal results so far excellent
  – Unnecessary queries down
  – Quality applicants up

• Further website & process tweaks based on
  follow up research findings

• Hand over ongoing process to programmes

• Case study & promotion of methodology
Our challenges
• Organisational politics & silos
  – Our users don’t care about these


• Devolved website management
  – Easy to lose perspective


• Available time and expertise
  – Ongoing support & promotion needed
CMS UX

A final thought
Process is vital
• In website development projects, the content
  and the journey is often an afterthought

• These critical elements are left to the
  non-specialists who have no time

• We need to stop managing web projects
  like print projects
So what do we do?
• Optimising the CMS UX encourages:
   – Better content
   – More active management
   – Fresher content

• Saving CMS users time frees them up for other
  activities :
   – Audience engagement
   – Social media mgt
   – Conversion activity

• Think beyond the initial website delivery
Conclusions
• UX is your brand
   – You’re being talked about, word-of-mouth has a long reach

• In a world of limited resource and non-specialism,
  it’s about sustainable process & iterative improvement

• Marketing is social, so it’s in the hands
  of front-of-house colleagues

• Break out of the boom-and-bust cycle
   – A new design doesn’t (necessarily) solve anything

• Marketing still important, but now there are
  more pieces in a bigger jigsaw
Thank you
    Questions?
Twitter: #hemig6 #ux


     Dawn.Ellis@ed.ac.uk @DawnEllis
    Neil.Allison@ed.ac.uk @usabilityed

    www.ed.ac.uk/website-programme

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Marketing is dead, long live user experience

  • 1. Marketing is dead Long live UX! Dawn Ellis Neil Allison CIM Higher Ed Market Interest Group Conference 21 March 2013 Twitter: #hemig6 #ux
  • 2. Welcome Dawn Ellis Neil Allison Director UX Manager @DawnEllis @usabilityed University Website Programme The University of Edinburgh www.ed.ac.uk/website-programme
  • 3. Overview • Context and background – Our philosophy • Intro to user experience (UX) – Personas • Case studies • Conclusions and questions
  • 4. Profile Founded: Influential Alumni and Staff: 1583 Charles Darwin, Robert Louis Global Ranking: Stevenson, James Clerk Top 30 Maxwell, Alexander Graham Bell, James Simpson, Adam Smith, Walter Scott, David Hume, Ian Wilmut, J K Rowling, Stella Rimmington, Peter Higgs, Katherine Grainger, Chris Hoy…
  • 5. 2002 – 2012 Growth Students: 21,438 30,423
  • 6. The University website • 250,000 web pages – 45,000 published with central CMS – Around 600 supported CMS users • 5 million unique external visitors in 2012 – To the 45,000 pages we monitor • Diverse range of audiences – Demand for content in cycles
  • 7. Operational fit • 2006: Established as a project – To “Roll out the CMS” • 2008: Embedded as a programme – Managing the CMS – Focus on web publishers’ skills • 2012: Website & process enhancement – User experience, analytics & website appraisal – CMS review, focus on web publisher experience
  • 8. University objectives • Attract the best students • Improve conversion rates • Enhance the student experience • Increase revenues for the University
  • 9. Reality of University web publishing • Devolved & probably always will be • Significant skills gap – IA planning, web writing & comms, usability • Very little time available for web management – Even less for local strategy & coordination
  • 10. Reality of website user behaviour • They scan, they don’t read • They’re task driven • They want quick answers • They don’t care about what you care about
  • 11. Our philosophy, where we’re heading • It’s about process not project • People and collaboration first • Technology is a cog, not the steering wheel
  • 12. Intro to UX What is UX?
  • 13. What is UX? • UX = User eXperience – Or CX – Customer eXperience – Should we be talking SX? • It’s the sum of all experiences a customer has with a business • “A star to sail your ship by” – Jesse James Garrett • “A flag in the sand on the horizon” – Jared Spool
  • 14. Advertising and UX “Advertising is about getting the customer to love the company. UX is about getting the company to love the customer.” Whitney Hess
  • 15. Usability and UX – a scenario “The customer, looking for a new digital camera, goes to the large electronic retailer’s website. She quickly finds the camera she wants, puts it in the cart, and without incident, pays for it using the option to pick it up at the store that same day. Quick, easy — she is pleased and excited to receive her camera. Website usability When she arrives at the store, she initially doesn’t know where to go, as no visual clues present themselves. After a ten-minute wait at the customer service desk, she’s told she’s in the wrong place and needs to find another desk, this one labelled “Online Receiving”. Once she finds that desk, the clerk, who obviously can’t wait for his shift to end, sighs and says the camera she’s purchased is out of stock. She can buy a different camera at this point, but to receive a credit for her original online purchase, she needs to call an 0800 number. She ends up leaving the store without a camera and a charge on her credit card she needs to resolve.” User experience Jared Spool
  • 17. Intro to UX Why does UX matter?
  • 18. Marketing has changed In the golden age of mass communication Image = Reality In the new fragmented, aggregated age: Reality = Reality Foolproof.co.uk
  • 19. Roles are reversed "The customer is now the advertiser. When they search they are placing an ad. Traditional marketing is about getting attention, while web marketing is about giving it.“ Gerry McGovern
  • 20. Google’s philosophy From “10 things we know to be true” bit.ly/google-10things “1. Focus on the user and all else will follow”
  • 21.
  • 22. Econsultancy.com • But what does this mean in the Higher Education environment? • Applications? Conversions? Repeat study? Brand perception?
  • 23. Why should UX matter to you? • A strong marketing campaign for a product with poor UX can ultimately be damaging • If the aim of marketing is to create a customer then the aim of UX is to create a happy customer
  • 25. 3 steps to an effective UX vision • Step 1: Focus on Research – Must be grounded in reality • Step 2: Focus on Experience – Express for the user, not the product • Step 3: Share the Vision – Everyone needs to share and buy into it Jared Spool www.uie.com
  • 26. Personas – essential in the UX toolkit • A stand-in for real users – Representing the needs of user groups • Identifying the user motivations, expectations and goals that drive online behaviour • Based on knowledge of real users • Helping us keep the user experience at the forefront as website content, features & services develop
  • 27. But what are the benefits?
  • 28. How personas can help • Personas bring focus • Personas build empathy • Personas encourage consensus • Personas bring efficiencies The User Is Always Right by Steve Mulder
  • 29. Personas are not market segments • Segmentation identifies and measures the size of different groups at a high-level • Personas provide understanding of the user context – Needs, motivations, behaviour & associated design challenges (or opportunities) • Market segmentation provides valuable input into the persona generation process
  • 30. How to share a UX vision • Tell a story • Draw a picture • Create a video
  • 31. Tell a story • Easiest to do • Easy to collaborate on • Storytelling is an ancient and universal activity UX narrative: University of Edinburgh UX cartoon: David Travis, Userfocus.co.uk
  • 32. Mood-time graphs • Because everything doesn’t happen at once uxmatters.com • We can lose and gain user goodwill along the way • Prioritise the biggest pain points cxpartners.com
  • 33. Some user journeys are complex… • …involving multiple channels and iterative decision making • UX consultants Nomensa recently reported on the undergraduate applicant experience bit.ly/nomensa-ug-ux-report Graphic: bit.ly/adaptive-path-journey
  • 36. How can I measure UX? • It depends on what you’re looking to find • There is no silver bullet – No single tool or approach can do everything • Analytics + enquiry monitoring + market research + user research = Greater than the sum of their parts • Build the means to calculate ROI into your metrics
  • 37. How many blind men are there round your elephant?
  • 38. Regular reporting is key From prioritisation… Define user Agree Establish Prioritise Implement Evaluate groups business user needs needs & changes changes requirements requirements To a report card: Business User needs Agreed Rating requirements priorities Prospective 1. Check entry 1. Course 1. Entry req’ts B postgraduate requirments structure 2. Fees & C+ (taught) 2. Check fees 2. Career opps funding 3. Get in touch 3. Funding opps 3. Structure F 4. Make strong 4. Fees 4. Contact C application 5. Apply 5. Careers A Based on the work of Lou Rosenfeld: bit.ly/rosenfeld-redesign
  • 39. Case study Enhancing the prospective postgraduate experience
  • 40. Our aims • Identify trends in prospective student behaviour • Monitor behaviour & introduce metrics • Measurably enhance the UX • Communicate the UX • Collaborate with academics & administrators stakeholders throughout – Hand over for ongoing enhancement
  • 41. What we did 1. Generated personas with stakeholders – 3 programme areas 2. Agreed ideal UX for each persona 3. User testing role playing the personas 4. Website analytics & offline data review – To check user testing findings 5. Website & process enhancements
  • 42. The student personas • All 3 colleges • International & UK • Distance learners & on-campus • Full & part time
  • 43. Findings & trends • All programmes broadly wanted the same things from their personas • Personas represented a range of focus based on recruitment & enquiry management priorities: – Strong candidates – Non-standard applicants – Weak candidates • Same issues observed across all studies – Participant frustrations with generic high-level content and looping journeys – Programme aspirations for UX some way from findings
  • 44. UX pain points • Multiple contact points – Additional issues for research applicants • Some essential central information caused difficulties & dissatisfaction • Profile & ranking content unconvincing – “It’s easy to say you’re great…”
  • 45. Next steps • Full review of enhancements – Anecdotal results so far excellent – Unnecessary queries down – Quality applicants up • Further website & process tweaks based on follow up research findings • Hand over ongoing process to programmes • Case study & promotion of methodology
  • 46. Our challenges • Organisational politics & silos – Our users don’t care about these • Devolved website management – Easy to lose perspective • Available time and expertise – Ongoing support & promotion needed
  • 47. CMS UX A final thought
  • 48. Process is vital • In website development projects, the content and the journey is often an afterthought • These critical elements are left to the non-specialists who have no time • We need to stop managing web projects like print projects
  • 49. So what do we do? • Optimising the CMS UX encourages: – Better content – More active management – Fresher content • Saving CMS users time frees them up for other activities : – Audience engagement – Social media mgt – Conversion activity • Think beyond the initial website delivery
  • 50. Conclusions • UX is your brand – You’re being talked about, word-of-mouth has a long reach • In a world of limited resource and non-specialism, it’s about sustainable process & iterative improvement • Marketing is social, so it’s in the hands of front-of-house colleagues • Break out of the boom-and-bust cycle – A new design doesn’t (necessarily) solve anything • Marketing still important, but now there are more pieces in a bigger jigsaw
  • 51. Thank you Questions? Twitter: #hemig6 #ux Dawn.Ellis@ed.ac.uk @DawnEllis Neil.Allison@ed.ac.uk @usabilityed www.ed.ac.uk/website-programme

Notas del editor

  1. Founded 1583 / one of 4 ancient universities in Scotland / James VI and I / Mary Queen of Scots and Darnley.We are usually ranked fairly highly in world terms.Undergraduates continue to be important to us.And we have a community that right from the start have been building the reputation of the University and continue to do so.
  2. Over the period I’m talking about our student numbers have increased by 50%, our income by 100% and our assets are about £1.7 billion.And we’re a research intensive university with researchers generating some £250 - £300 million of research income.And the number of international students who want to study with us has tripled and is still growing.
  3. “Our customers have developed bullshit detectors, finely tuned to sniff out marketing messages that are style without any substance. They have (almost) complete control over the messages they receive, and can filter out unwanted distractions with ease.” “Word of mouth has long been trusted by customers above advertising, but now the tools of the internet have amplified word of mouth to the point where it eclipses messaging in the paid media space.”
  4. In the early days of Google, they established a business philosophy called “10 things we know to be true”.Obviously these have evolved over the years as their business has diversified and the environment in which they operate has changed.But what has not changed is their core principle. The number 1 on their list…
  5. Google have built their reputation on their search, and on giving the user what they want.They make a tremendous amount of money, but not at the expense of the user experience.This has been done consistently since the first launched in the late 90s – the interface isn’t significantly different to what it was back then. They have simply refined based on the user’s primary goal.Compare this to Yahoo…
  6. The experience a customer has clearly influences their future behaviour. This Google survey illustrates this quite starkly.But they won’t just decide whether to buy from you again, they’ll talk about you and their experience. And today, we all know that an individual’s voice can carry a long way.
  7. The ITV monkey campaign was tremendously successful.Unfortunately, customer service and the product itself didn’t stand up.Demand and expectation couldn’t be met, and ultimately contributed to ITV digital’s downfall.
  8. FocusYou can’t design a website for everyoneThe most successful websites target specific audiencesMore often than not serving a specific audience well is better than partially serving a larger audience.Personas help you define who you’re designing for.They encourage you to think about the types of users who are critical to your business so you don’t waste time on those that don’t matter so much.EmpathyThe people building University websites typically know their business and how things work.So our instinct is to make decisions based on ourselves.But as I mentioned, your users are not usually like you. They don’t care about what you care about.Personas help you live in your users shoes.If they’re really working, they start to feel like real people.They help you imagine what they want and what they don’t want.You know they’re working when their names start to crop up in conversations – “But Marcia would never read that!”ConsensusThe raw output of most user research encourages different people to come to different conclusions.One person grabs onto a particular set of data to back up a position, while another user other data to argue a point of view.Each team member could well have a different audience in mind…Which can lead to an inefficient process and a disjointed end product.Personas bring the team together to a shared vision of exactly who you’re designing for and what it is that they want.Early agreement on this avoids miscommunication, misunderstanding as you go on to make detailed decisions about content and features.This is the most important benefit – helping to establish appropriate expectations and goal setting throughout the UniversityEfficienciesPersonas help you decide what you’re creating at the outset.Ensuring people make key decisions earlier in the process ensures you don’t waste time and money later.If you’ve ever been in the position of looking at a homepage layout with colleagues and the conversation has strayed to who you’re designing for and what the links should be will know what I mean.If you think about the cost of making changes late in the process, it’s easy to see how investing time and thought building consensus through personas early in the process can pay dividends later.
  9. Market segmentation might identify that 37% of women aged 25-35 want to book their next holiday online, and that competitive prices and access to quality accommodation will affect their purchasing decision. A persona, on the other hand, would show that Sally aged 27 wants to book her next holiday online, but is concerned that the accommodation she chooses won’t look the same as the brochure, that they won’t be close to restaurants and bars, and that her online booking might not be accepted when she arrives. Sally also wants to be assured that she can cancel her booking 60 days prior to her departure date without penalty.Market segmentation is a great input into persona development and can help identify the types of users to profile. However it rarely provides the richness required to write personas.(http://www.steptwo.com.au/papers/kmc_personas/index.html)