Experience Strategy
The strategy that you develop for your product ought not evolve in isolation. Even though the value of user experience* is clear, your over-arching reasons for providing something should be considered with equal weight. Jesse James Garrett describes the phrase Experience Strategy thusly:
Experience Strategy = Business Strategy + UX Strategy**
A mental model helps you visualize how your business strategy looks compared to the existing user experience. Thus, it is a diagram that can support your experience strategy.
* See the diagram by Bryce Glass, “The Importance of User Experience,” from March 2006:http://www.tinyurl.com/ysmcrn
** Jesse James Garrett in his introductory address to MXSF 2007, “Experience Strategies — The Key to Long-term Design Value. ” See Jesse’s blog at http://blog.jjg.net
Evolve Your Organization
Perhaps you need to transform your organization into an entity that pays more attention to user experience. You need a strong tool to assert change within your organization or get the attention of people who can spread that change. The sheer visual force of a mental model, covering several feet of a wall when pinned up, is enough to make people stop and look. They are easy diagrams to read and understand. Post them everywhere you think people might have time to glance through them. Post them outside your work area, in popular conference rooms, in the lunch room, even outside the bathrooms. Jacqueline De Muro’s team at Agilent Technologies, Inc. occupied a building with limited wall space, hence her inspiration for placing the diagrams outside the bathrooms, which was the only space available where people would come and go on a daily basis. I encourage you to post them in other departments and in other buildings, where someone you’ve forged a relationship with can sanction their presence. Any opportunity to break down the wall between your organization and your customers is precious. Similarly, the opportunity to reach across chasms among departments is priceless.
If your team uses the sticky-note approach during analysis of the data, you will have large surfaces covered with little square paper notes. Craig Duncan of the United Nations in Geneva, Switzerland, has created a few mental models. He says, “The walls of sticky notes create a perfect opportunity to get management and other colleagues to engage (and be impressed by the process). I strongly recommend holding a Tpng or other small office party while the Post-Its™ are all up. They start conversations, and convert people to the fact that IA is indeed a legitimate discipline.”
How Did Mental Models Help Your Organization?
“It helped us talk to our users rather than about them.”
—Simonetta Consorti, Information Architect on the UN Prevention Web Team
Adopt the Customer’s Perspective
In the past couple of decades a paradigm shift took place in large corporations towards the philosophy of putting the “customer first.” This paradigm traditionally applies to service and support, but also has been applied to product design. Companies are finding that as global competition increases, fewer people are beating a path to their doors. Rather than creating a product internally, and then hiring marketing and sales people to persuade customers to buy it, companies are taking a closer look at what customers need. They are designing products that will sell on their own merit.[14]
How Did Mental Models Help Your Organization?
“Mental models are like user perspective goggles.”
—David Poteet, President of New City Media
I often work with groups who have adopted the “customer-first” philosophy but don’t quite have the vocabulary for it. Employees in these organizations tend to answer questions about customers in terms of internal business goals. At the beginning of each project, I interview all the people who have a stake in the project’s outcome. I ask each of them: “What benefits will your customer see from this project?” Most stakeholders will respond with an answer that morphs from a vague customer problem directly to their business goal. To protect the innocent, I’m not going to name names. Here is an example paraphrased from what I hear: “Right now, the navigation on the site is really just a bad experience. We’ll make the experience a lot easier for them. Rather than generate lots of content, we’re going to be smarter about it and help them filter it. Customer satisfaction scores will go through the roof.”
This echoes what they’re thinking from an employee focus; therefore, the answer is from a business perspective. What I hope to achieve by developing task-based audience segments and mental models is to persuade business stakeholders to speak at length from the customer perspective. I want to hear these employees answering the question with something more like this: “As a customer, I will get appropriate content that is relevant to my problem. I won’t have to sort through so many content choices. I will be able to quickly filter all the information for what I need.”
Adopt the Customer’s Verbs
To start this subtle paradigm shift, I encourage everyone in the organization to start speaking in verbs. People are usually already aware of the customer perspective and ask questions such as, “Well, what is the customer trying to do?” The answers often echo the question: “The customer is trying to deploy the system.” There is peril in this approach. The “customer is trying to” phrase puts a barrier in place. It telegraphs that the speaker is someone other than the customer. It means that the speaker is describing his understanding of what that customer is doing. I ask people to cut to the essence. Most companies know something about what their customers are doing; state these actions confidently. Use verbs that describe actions from the customer’s point of view. Choose expressive verbs that are representative of a specific situation. If the customer really is “trying to deploy the system” because they are not sure they can actually deploy it, the illustrative verb “attempt” might be a better choice. These verbs naturally have to come from the customer’s point of view rather than the business employee’s. Either “Figure out how to deploy the system” or “Attempt to deploy the system” is a better choice. Or perhaps there is no problem deploying the system, so “Install the system” or “Roll out the system” may better describe what the customer is doing.
Being inside your customer’s head is powerful. You can see how using the customer’s verbs expresses their view of the world. Try to be aware of the way you speak to colleagues at meetings. Use the customer’s verbs. Verbs are the most powerful way of getting people to shift towards “customer first” for product design.
Verbs