CS 101Inventory and Audit

Business Need

Re-design

New Brand

New Products/New Initiatives

New Laws/Regulations

Globalization/Localization

Usability issues

Define Review Standards

Align against brand guidelines and messaging architecture

-OR-

Benchmark against accepted best practices

Define Review Standards

Relevant. To the point. No blah blah about best in market, world-class, robust. Tell the readers what they want to know, right away.

Accurate. Be right, of course. Also Be sure that this particular piece of information is what the user expects to see in this particular place.

Informative. Tell readers as much as they need to know to fulfill their need. Not too much, but not too little, either.

Timely. Publish the content at the appropriate time; that means giving readers enough time to act on it. Then put the content on a review timetable to be checked periodically.

Engaging. Make readers care. Give readers a call to action. Avoid boring.

Standards-based. The content has to be structured and shaped in a way that it is able to integrate, converge, syndicate, meet accessibility standards, and be mobile-optimized.

http://intentionaldesign.ca/2011/09/28/content-that-raites/

Provide Estimates

How long is this going to take?

? Number of Pages

? Depth of Review

? Business Need

Select Inventory Software and Parameters

What tool shall I use?

SEO Tools (Google Analytics, Omniture, Screaming Frog)

Free Software (Integrity for Mac; Xenu for PC)

Manual

Get a print out from the development team

Inventory site

Sorting

Formatting

Organizing

Define Review Parameters

• Unique ID per page reviewed• Page title or topic• URL • Meta description• Page format (e.g., ASPX, HTML,

PDF)• Page Type (product description)

Optional categories:• Notable functionality/Issues• Page owner• Last updated• Page Rank• Visitor stats• Current template type

Conduct Audit

Synthesize

Bubble up patterns, problems, pain points, and perceptions

Shelly Bowen has called this the Magic Layer

Visualize

Turn your insights into charts, info-graphics, visualizations like the one below

THERE IS NOT A VISUALIZATION HERE – PLEASE WAKE UP

Summary and Recommendations

Highlight the key takeaways in a presentation, preferably in storytelling fashion