bringing strategic ux to drupal projects (d4d boston 2012)

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BRINGING STRATEGIC UX TO DRUPAL PROJECTS Dani Nordin :: @danigrrl :: tzk- design.com

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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.

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Page 1: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

BRINGING STRATEGIC UX TO DRUPAL PROJECTSDani Nordin :: @danigrrl :: tzk-design.com

Page 2: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

Dani Nordinfounder, the zen kitchen

• UX Designer and Strategist

• Specialize in design strategy, UX and prototyping for Drupal projects

• Author, Drupal for Designers (O’Reilly, 2011/2012)

Contact@[email protected]

Page 3: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

What happens during the UX phase• Get an understanding of the site’s target users• Map out how users will flow through specific key tasks, and

what information needs to be there to support them• Find out what content exists for the current site, what needs

to be created, and how the content will be organized• Come up with a set of assumptions, and standards that will

govern the project as you move forward

Page 4: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

UX TECHNIQUESFor Drupal projects

Page 5: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

Basic Techniques & Deliverables• Market research (competition, demographics, etc.)• Functional Requirements & Specifications• User Personas• Task Flows & User Journeys• Wireframes

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Personas

Page 7: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

Task/User Flows

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Wireframes

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Techniques to enhance UX• User Interviews• Post Ups/Card Sorting

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USER INTERVIEWSLearn more about the real people who will be interacting with your project

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User interviews: Why?• Helps separate stakeholder whims from what actual users

will find relevant• Includes perspectives from all the various user types

involved 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

Page 12: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

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 client’s help in recruiting participants• Develop questions ahead of time for each type of user• Record interviews for later transcription/analysis• Timing: ½ hour for interview, ½ hour for notes, 2-4 hours

for thematic analysis (once interviews are complete)

Page 13: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

POST-UPSA quick and visual way to organize content, perfect navigation and solve sticky IA issues

Page 14: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

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 alone—particularly for complex navigational structures

Page 15: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

The Post-Up IA Workshop• Start with initial architecture posted up on butcher paper• Include 4–6 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 person’s turn• Offer help, but avoid criticism or debate during each person’s turn• Take picture of result after each person finishes

• Finish with discussion and finalization of architecture• Document result in content strategy documents

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Congregational Library: version 1

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Congregational Library: final

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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 were

needed, and assigned stakeholders to them• Accomplished in two hours what would have taken

weeks of back and forth over email

Page 19: Bringing Strategic UX to Drupal Projects (D4D Boston 2012)

QUESTIONS?@danigrrl on [email protected]