Download Citi UX Strategy

User Centered Design
The Process
Information Business – UCD
Robert Press
(718) 248-1540
Solution Design
Phase 0
Successful Website Design -- Interrelated
Brand = promise +
delivery
Detailed Design
Phase 1
as well as
customization
User Centered Design Defined
•
An iterative process of creating multiple work products to
drive a complete Phase 0 (Solution Design) and Phase 1
(Detailed Design)
– All Solution Design outputs enable Detailed Design and production
– Improves upon Waterfall model
•
All work products are dependent upon one another, and are
on the critical path to completing the Solution Design.
– ‘Stakeholder’ approval is required in order to move on to the next step
– All Technical and Content Mgmt outputs should be driven by the
Creative work stream
•
Stakeholders’ needs and wants are more closely realized at
launch because the process is iterative and collaborative
•
UCD process allows a very smooth transition from Solution
to Detailed Design and Production
UCD Process
Phase 0 – Solution Design
Ph1
Content Mgt
Technical
Creative
Content Mgmt
Technical
Detailed Design - Production
Digital
Branding
Creative
High Level Design
Final Solution Design
E-Business
Strategy
Demographic Site Assessment
(Metrics Analysis)
Business
Strategy
JRD + Stakeholder Interviews
Assess
Functional Requirements
Project Management
UCD Process
Phase 0 – Solution Design
Technical
Content Mgmt
Technical
Detailed Design - Production
Content Mgt
Creative
Ph1
Final Solution Design
Digital
Branding
Creative
Functional Requirements
E-Business
Strategy
• Competitive Site Matrix
• Brand
Value
Matrix / User Profiles
Project
Management
• User Scenarios
Assess • Design Impressions
High Level Design
• Usability Testing (if redesign)
Demographic Site Assessment
(Metrics Analysis)
Business
Strategy
JRD + Stakeholder Interviews
Creative Outputs: Assess
UCD Process
Phase 0 – Solution Design
Ph1
E-Business
Strategy
Digital
Branding
Demographic Site Assessment
(Metrics Analysis)
Business
Strategy
JRD + Stakeholder Interviews
• Work Flow Analysis Document
Creative
Content Mgt
Technical
Creative
Content Mgmt
Technical
Final Solution Design
Functional Requirements
Document
Assess • Content Analysis
High
Level Design
Detailed Design - Production
Project Management
Content
Mgmt Outputs: Assess
UCD Process
Phase 0 – Solution Design
Ph1
Technical Outputs: Assess
Creative
Creative• Technical Assessment
• Component Model
• Architectural Decisions
Content Mgt
Technical
Content Mgmt
Technical
Detailed Design - Production
Digital
Branding
High Level Design
Final Solution Design
E-Business
Strategy
Demographic Site Assessment
(Metrics Analysis)
Business
Strategy
JRD + Stakeholder Interviews
Assess
Functional Requirements
Project Management
UCD Process
Functional Requirements Document
Ph1
Phase 0 – Solution Design
Content Mgt
Technical
Creative
Content Mgmt
Technical
Detailed Design - Production
Digital
Branding
Creative
High Level Design
Final Solution Design
E-Business
Strategy
Demographic Site Assessment
(Metrics Analysis)
Business
Strategy
JRD + Stakeholder Interviews
Assess
Functional Requirements
Project Management
UCD Process
Creative
Outputs: Design
Phase 0 – Solution Design
Technical
Creative
Content Mgmt
Technical
Detailed Design - Production
Digital
Branding
Content Mgt
High Level Design
Final Solution Design
E-Business
Strategy
Creative
Ph1
Project Management
Functional Requirements
Business
Strategy
Demographic Site Assessment
(Metrics Analysis)
Navigation Model
Design Studies
High Level Content Plan
Usability Testing Assess
( Design )
JRD + Stakeholder Interviews
•
•
•
•
UCD Process
Content
Mgmt Outputs: Design
Phase 0 – Solution Design
Content Mgt
Technical
Creative
Content Mgmt
Technical
Detailed Design - Production
Digital
Branding
Creative
High Level Design
Final Solution Design
E-Business
Strategy
Demographic Site Assessment
(Metrics Analysis)
Business
Strategy
JRD + Stakeholder Interviews
Assess
Ph1
Project Management
Functional Requirements
• Content Model
• Content Conversion Plan
• Document Type Definition
UCD Process
Phase 0 – Solution Design
Ph1
Content Mgt
Technical
Content Mgmt
Technical
Detailed Design - Production
Creative
• Proposed Physical Architecture
• Architectural Overview Diagram
• Draft of Functional Spec. Document
E-Business
Strategy
Digital
Branding
Demographic Site Assessment
(Metrics Analysis)
Technical Outputs: Design
Creative
JRD + Stakeholder Interviews
Business
Strategy
High Level Design
Final Solution Design
Assess
Functional Requirements
Project Management
UCD Process -- Information Business
Phase 0 – Solution Design
Ph1
Business/Creative
Assess
IB + Product
Business
Models
Design
JRD
Functional
Reqs
Build
IA
Design
-- Flowcharts
-- Templates
-- Scenarios
-- Studies
-- Payment Model
-- Delivery Model
Branding
-- Naming
-- Attributes
-- Scenarios
--Internal (IB)
--Internal (Citi)
--External (alphas)
--Industry Verticals
--All Stakeholders
Dev
--HTML
--Assembly
--UAT
Usability
Tech
Common PM
Technical
Assessment
Tech Solution
Technical Reqs
-- DB
-- Data Models
-- Architecture
--Coding
Timeline: UCD Phase 0 & 1
Activities
Months 1-2
• Client Education
• Joint Requirements Definition Mtgs
• Stakeholder Interviews
• Competitive Site Matrix
• Brand Research
• Create User Scenarios
• Technical Arch Assessment
Phase 0
Months 3-4
• Complete 1st draft of navigation
model : Flowcharts + Templates
• Outline Architecture Model
• Develop Component Model
• Outline Proposed Physical
Architecture Description
• Content Model Development
• Content Conversion Plan
Months 5-6
• Usability Studies
• Revise Navigational Model &
Develop 3 Design Studies
• Begin preparing high-level business
use cases & accompanying scenarios
to permit development of the system
• Document Type Definitions
• Present Final Deliverables
•Creative
•Technical
•Content Mgt.
Phase 1
Months 7-11 (end)
• Creative Production of individual
page/elements
• HTML coding/page construction
• UAT/Usability Testing
• Back-end coding/develop
• Content Porting/Development
• Launch
• Workflow Analysis & Design
• Data & Content Analysis
Outputs
• Competitive Site Matrix
• UI Functional Reqs + Nav Model
• Brand Value Matrix/User Profiles
• Architectural Decisions Doc
• User Scenarios
• Architectural Overview Diagram
• Technical Architecture Assessment
Document
• Component Model
• Workflow Analysis Document
• Content Analysis Document
• JRD Document
• Proposed Physical Architecture
• Content Model
• Content Conversion Plan
• Final Solution Design
Documentation
• Functional Spec Document
• Document Type Definitions
• SiteStyle and Usability Guide
• Branding Guidelines
• Site Code Specs
• Content Creation Guide
UCD Process Attributes
• Citi/Client collaboration
• Iterative deliverable cycle
• Multi-stream, parallel process
– Business/Creative, Technical
• Internal, cross-skill collaboration