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Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

Date post:27-Jan-2015
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This presentation, given at Boston's Design for Drupal Camp in 2012, talks about how to bring strategic UX to the planning and development of Drupal projects. In particular, it discusses two key methods to make UX more efficient and accurate: user interviews, and post-up workshops for working through complex navigation issues with clients.
  • 1. BRINGING STRATEGIC UXTO DRUPAL PROJECTSDani Nordin :: @danigrrl :: tzk-design.com

2. Dani Nordinfounder, the zen kitchen UX Designer andStrategist Specialize in designstrategy, UX andprototyping forDrupal projects Author, Drupal forDesigners (OReilly,2011/2012)[email protected]@tzk-design.comtzk-design.com 3. What happens during the UX phase Get an understanding of the sites target users Map out how users will flow through specific key tasks, andwhat information needs to be there to support them Find out what content exists for the current site, what needsto be created, and how the content will be organized Come up with a set of assumptions, and standards that willgovern the project as you move forward 4. UX TECHNIQUESFor Drupal projects 5. Basic Techniques & Deliverables Market research (competition, demographics, etc.) Functional Requirements & Specifications User Personas Task Flows & User Journeys Wireframes 6. Personas 7. Task/User Flows 8. Wireframes 9. Techniques to enhance UX User Interviews Post Ups/Card Sorting 10. USER INTERVIEWSLearn more about the real people who will be interactingwith your project 11. User interviews: Why? Helps separate stakeholder whims from what actual userswill find relevant Includes perspectives from all the various user typesinvolved in your site: End users Content admins and moderators Marketing team Can uncover needs not addressed by current design Provides important and real data for personas, task flows and other project deliverables 12. User interviews: How? Define 2-3 main user types Set preliminary characteristics based on market research Aim to interview 3 users of each type Get clients help in recruiting participants Develop questions ahead of time for each type of user Record interviews for later transcription/analysis Timing: hour for interview, hour for notes, 2-4 hours for thematic analysis (once interviews are complete) 13. POST-UPSA quick and visual way to organize content, perfectnavigation and solve sticky IA issues 14. Post-Ups/Card Sorting: Why? Helps quickly identify major themes and content priorities Tools are cheap and easy to move around Butcher paper Post-its Sharpies Allows the team to work collaboratively, which is more efficient than working aloneparticularly for complex navigational structures 15. The Post-Up IA Workshop Start with initial architecture posted up on butcher paper Include 46 people, all of whom have a stake in the site(include content admins, not just execs) Post on wall Each person gets 5 minutes to move things around Have them think aloud Videotape or record each persons turn Offer help, but avoid criticism or debate during each persons turn Take picture of result after each person finishes Finish with discussion and finalization of architecture Document result in content strategy documents 16. Congregational Library: version 1 17. Congregational Library: final 18. Results Ensured that all voices were heard, not just the executives Enabled discussion of pages relevance and usefulness Identified and prioritized new sections/pages that wereneeded, and assigned stakeholders to them Accomplished in two hours what would have takenweeks of back and forth over email 19. [email protected] on [email protected]

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