“Present the data from one of the world’s most reliable sources of international development statistics.”

The magnitude of the project seemed inconceivable at first glance, and its social and economic ramifications staggering. But I am happy to report that our work for the Organization for Economic Cooperation and Development (OECD) has become one of our most successful projects to date. I write this blog entry after-the-fact, the project has gone ‘live’ and you can read more about the OECD here and learn about the project itself from 2Paths, the company that hired us to conduct user research and design the user interface to drive this web application.

The project began back in November 2007, with 2Paths having initiated a detailed scoping and budget phase with the client. They decided early on to bring design experts on to the team to lead the interface development for this project.  DesignStamp joined in January and development was to begin in March.  Our task was to gather as much knowledge about the project as possible, from the work 2Paths had already done, the various user types identified and also understand business requirements from the client.

1. Our search for this knowledge meant doing extensive interviews with users from around the world who came in contact with OECD data for a variety of reasons. We conducted in-person interviews, phone interviews and also relied on video conferencing technology to be able to do small focus group style interviews.
2. We then made the trip to Paris, to gather business requirements from the OECD and echo our understanding of their vision, as well as what the end-users desired.  It was important that we speak with the staff that managed the current databases on international development statistics.  We learnt about the issues OECD development staff had in using the OECD.Stat interface and also documented queries from users.
3. This knowledge combined with our user research gave us enough information to be able to create the set of user personae (PDF) that would inform the rest of the project work ahead. The persona process is invaluable in helping not only help keep the end-user in mind when designing solutions but also lend focus to project scope.
4. We moved quickly from a lo-fi wireframing deliverable whereby we explained our proposed solution to the client using sketches, to high fidelity prototypes that enabled us to present click through scenarios and validate our approach based on common tasks that users may undertake to extract data from the interface.
5. Having received approval on the wireframes, we worked with the 2Paths development team and the client to hit 2 to 3 week iterations and tackle off user stories that helped us build components of the project in a priority sequence.
6. We worked with 2Paths to merge our design with their agile development process.  DesignStamp designers were kept a minimum of 2 weeks ahead of developer work, so that we could get client approval on the interface decisions and be ready with assets for developers to complete the user stories in time.

Lessons learned from this project:

1. One of our big wins was to align ourselves with the client from the get-go and work with them as partners trying to solve the problem. We took the time to understand the “pain”, and appreciate their goals before we started to do any design work.
2. The time 2Paths spent educating the client on how an agile development process works was worth the effort. Having client buy-in was invaluable, as they knew what to expect, what not to expect and just how we would tackle off the project in incremental bits. 2Paths did a great job managing this.
3. The OECD was the perfect client in many ways. Perfect client=Accommodating, collaborative and open to providing us with the knowledge we needed to do our job well.
4. The agile process works only when the client, and the entire team appreciate the benefit of frequent deliverables. It was also important that designers were kept 2 weeks ahead of the developer work, so that we could have time to work on, and gain approval on interface decisions, prior to the developers needing graphic assets.
5. Modern communication tools helped our global team produce a global project. Say what you will but the project would have been severely impacted if we could not rely on web conferencing and being able to share our desktops in Vancouver with a client in Paris. We had weekly check-in points to keep the client in the loop at all times. Remote conferencing was invaluable for that (even if it meant that the Vancouver team was bleary eyed, attending conference calls at 7 am in the morning!).

This project tested our process by the shear magnitude of the design brief. This project has proved to us once again, that we don’t just create good looking work; we solve problems. We do so by following a user-centric design process that marries business objectives with user goals. And at the end of the project, our biggest rewards: The glowing testimonials from the client and the users who have tested our new interface. You can view our design solution for this project here or contact us if you would like to learn more about our process for solving complex business problems.

Back in June 06, I had written an article about a more human approach to brining users into the design equation. In the midst of packing and checking flight times, here is a PDF that has so far only been used by us internally and sent via email to our clients. It lists our process of highlighting user goals and marrying them with business goals. It is heavily influenced by Alan Cooper, and his book “The Inmates Are Running the Asylum“– a must-read for anyone involved in the design, management or development of an interactive project.

DesignStamp Persona Process

We Belong

Tribe members are a brand’s strongest advocates. They feel like they helped build something (I am…trying…to resist another 80’s pop reference…but I can’t!!) and will go to bat for the website they are a part of. Brands have relied upon way tribes before social networking became cool. Avon and Mary Kay cosmetics relied upon women selling to women like themselves. Amazon relies on book lovers sharing their love for the written word with others like themselves. The key is to be driven by niche. If you share a deep love for something with someone else, you already have something in common, so relating with them becomes that much easier. And if you side with the small guy fighting the big guy than the community feeling is even stronger. Consider the linux community or the teeny bopper MySpace community. Both rely on people sharing what they have in common. Music, code, wanting to belong to just belong, whatever.

The Future of the Future

I love the promise of what they are about to become. I love them and I promise to love whatever they do next. I am in love with the future of this brand. Basecamp became successful even before it launched because it could rely on a strong fan base that read the 37 signals blog everyday. Google has future fans who flock it’s official and ‘fan’ blogs and scour it’s labs. This user consumes not just based on subject but based on what their idol is currently interested in or promoting. They are fanatical about their idol and will irrationally support it’s future endevours. So Google completes its grid and we follow and invent rationale to use their next beta app. Firefox built itself a brand by having loyal fans that cut and pasted banners promoting the new browser even when it was a fledgling. They had bought into the promise. Into the future.

I Just Can’t Stop Loving You

What started as a hobby has become something much bigger. And this love must be shared with others and celebrated whenever, wherever. The love could be for a hobby, a technology, a gadget, a game or even food. This person probably trolls sites such as mac rumors or wii’s world, has RSS feeds to sites dedicated to their favorite subject. They might be closet junkies choosing to only revel with others who share this love. They appear normal from the outside. Inside, however they hunger for new information and sharing with others (sometimes under aliases). They will spend some time everyday keeping up with their interest. This person will also sign up for newsgroups and even meet people IRL about a subject that is close to their hearts. It was love at first click. My friends at Industrial Brand are “out” as big-time foodies!

Don’t Forget Me (When I’m Gone)

Just browsing as they call ‘em. The surfer starts out not knowing where they are going, just that they got time to kill. They bounce from one site to the next, clicking on blogrolls, del.icio.us links or just clicking for the sake of it. But sooner or later they realise that the web is really a small place and end up coming back to the same site. There is huge oppurtunity here as this user can be seduced into staying or coming back. They got time. Surfers will come back to sites that look, feel and behave differently than other sites because, they are more memorable and somehow managed to stand out from the other 50 sites that were pinged earlier that day. Give them a newsletter or a contest, get them to sign up and chances are they may just click their way back to you.

Daddy Cool

Give me the latest gossip. Tell me about the latest trend. Show me something new. I am a cool hunter on the prowl. I got people who rely on me to tell them the latest greatest and I can’t dissappoint! This person thrives on sharing and being the first. They depend on finding and dispersing information about new things to maintain their ‘cool’ status. They will forward, post on newsgroups and comment about the latest, greatest just to be the first to do so. This type of user created the buzz factor that surrounds the front-page of Digg and makes Tech crunch spit out one of the top RSS feeds on the internet.

Got to tell you, writing this article made me want to gel my hair, stitch some pleats in my pants and wear white socks (again). Not!

competitive advantage

1. We are curious. The best designers are those that bring knowledge to a project but gather perspective from the end-user. Designers are trained to know that they don’t know all the answers and the best solutions to problems lie in examining context and defining the target. To design for a better future, a designer must uncover how the people lead their lives today. Ask questions, uncover truths and dig to find out who they should be designing for.
2. We create brands. Don’t hire a designer who uses the words logos and brands interchangeably. Instead look for designers who think logos are only as important as lipstick on a beautiful woman. Creating a brand means adding true market value that transcends features or benefits.  I paraphrase and borrow liberally from the Brand Gap but the idea is that imagine Coke without it’s brand. It’s worth half it’s current market value:
3. We create distinction in crowded marketplaces. Clever design and niche products have made Apple successful again. Good design has always been the cornerstone of what Apple has been known for. Everyone knows that the soon to be available iPhone has nothing amazingly new about it. But we also know that Apple will make access to the features and the shear visuals so appealing that the iPhone will make other phones look like Stone Age tablets. Apple understands and leverages the fact that design is the ultimate competitive edge.
4. Designers are excellent translators. Got business goals? Got technological constraints? Designers can uncover user goals and then find the sweet spot where business goals and user goals converge. Even better, they can ensure that technology can be leveraged to meet those goals. Designers help business dream big and beyond what exists today and also ground those dreams by presenting a set of very real, tangible user goals. Sure you want to build a flying pig but no one wants one! Good design means building products and services that are useful. Less wasted time, less bad products.
5. Design = Innovation = Design. When Business Week wanted to launch a section on design their research told them that their readers assumed that the section would be all about architecture and interior design. So they renamed that section to be called Innovation. A sign of the times we live in. Design walks around wearing a veil called Innovation. Whatever you call it, you are dead in the waters without it. Design not keeps businesses alive, it helps them float to the top and be seen as victorious over their competition.
6. Design saves lives. My Treo’s tiny buttons have caused me to have many a close-call car accidents (I know, I know, no multi-tasking while driving). That said good design has probably saved my life many a time. From my steering wheel car stereo controls to the 3 point safety belt that keeps me from kissing my windshield. ABS brakes that don’t require me to do anything different than just use a brake like I always would. Designers dare to think different and when they do; they reward us with products that work. While your badly designed website may not kill people, it may contribute to Carpal Tunnel Syndrome (CTS) or just good ol’ web rage.
7. Designs are user advocates. If you ever have the pleasure to be in a feature discussion meeting, they start to sound like a religious debate . I would never…I always…My mother has said…My girlfriend swears she would never…People use whatever anecdotes they possibly can to prove their point of view and ‘win’ the debate. A ‘good’ designer would bring good research to the table. Research based on fact, research based on user goals to validate direction. Use your designer as your stand-in for the user you should be designing for, and trust that they are the voice of the people. That’s who they want to please. That’s who makes you money and keeps you in business.
8. Designers make things pretty. Human nature: “If it looks good, it must be good”. Test this: try using a black and white monitor again.
   We are highly visual creatures who make snap judgments on the basis of how things appear in that moment. This is how we survive, hunt and gather and marry people who will make use beautiful babies to carry forth our civilization. Designers understand this and use this knowledge to make us products that fit in with our idea of beauty. Beauty is not skin deep, it is the knife’s edge.
9. A design process is a good process. You don’t develop a brand, you design a brand. You don’t develop a software application, you design a software application. Having a user experience focused design approach means that the entire production cycle should have design validation at key points throughout the entire process. This keeps the focus where it should be. On the paying customer.
10. Designers love constraints. Tell a designer that they have complete freedom to do what they want, there is no target market and there are no financial or technical constraints. They go crazy. They literally go nuts. They become artists creating for themselves. Designers are defined by constraints and embrace them with open arms. After all, to design for a fixed target, to design for a set of rules and goals is what defines design. It’s what we do.

So I propose to you, get designers to rule the world and we will be happier, waste less by building products and services that we actually want to buy and use well. Fire your local self-serving politician, hire a designer and we will live in closer harmony with the planet which we happen to inhabit.

P. S. I apologise to my high-school English teacher. I realise that the title of my article is grammatically incorrect, but what can I say. It’s ambiguity was seductive!

We frequently work with companies that in the process of establishing, building or redefining their brand.

On the key exercises that I like to emphasize when building a brand from the ground up or focusing an existing brand is the importance of a brand voice.

Here’s how I see it.

Problem: We want to speak to our customer, but there are a lot of other voices that are screaming the same message to our customer. We have something unique to sell to our customer, but we are afraid that they will not be able to hear us over the din of our competitors.

1. Also called Step ZERO. Let’s forget about the competitors for a minute. You have obviously made it this far based on the assumption that you have a unique product or service offering. Or you were able to prove that there is enough room in the market for you. Hence you were able to raise the capital needed to be in existence. So, you and I both know that you have something to offer your customer. But what is it? Before we attempt to speak with “them”, let’s make sure we know WHAT we want to say to our target market. What makes our product/service worthy of their time and why should they care to keep us in business. How are we helping them?
2. Let’s talk about HOW we want to speak to them. What is our brand voice (that being the reason for this article). Country music or Country Grammar? When they exclaim “that’s hot”; do they mean the temperature of something is uncomfortably high, or do they mean that sh** is phat? Knowing your target audience’s brand voice, tells you the style and tone that your brand must have to be accessible to its market. Brand voice is not just a vocabulary; it is how successful brands clearly express their membership (or leadership) to their tribe. A brand’s voice communicates its values, principles and just who they are, to their market.

When a brand communicates clearly, it has a voice. And a brand with voice has power. Because then it can do a multitude of things and yet always find a way to communicate its brand message clearly in everything it does.

Brand voice must resonate with its target market to be successful.

Trying to fake your brand voice to make it accessible to its target audience is as offensive to your target audience as Ted Danson doing black face. Your brand shouldn’t just speak in the voice that you define, it must become it.

Defining a brand’s voice, means bringing a brand to life. Get rid of big brand standards documents that teach you how to use that logo. Instead think about making your brand into a real person. Think about who your brand is. Where do they hang out. What parties do they go to? Would you invite them over to your house? And if so, would your personal style, appeal to them or hurt their sensibilities? How will they sit at a party? In the middle of a young crowd or huddled with the small group of suits discussing the benefits of investing in tech stocks?

Knowing your brand voice means that you now know not only what you want to say, but how you want to say it.

Looking at a few 404 Error messages online, it becomes clear that even errors can speak volumes about a brand’s voice and how it communicates to it’s users.

Consider the following error messages: Basecamp, a project management tool, is both authoritative in its error messages and calm. Flickr is like your buddy, irreverent yet cool. Apple knows text lists will bore you while Windows is geekier. Google has the manner of a guy who has one piece of furniture in his one-room apartment which also houses 5 computers!

Marcus Graham takes the concept of brand voice one step further. He takes the concept of brand voice very literally. He researched 100 brand voices by recording the official automated phone greetings. So if you go to Top 100 voice brands you can actually compare what say Starbucks voice sounds like, to that of Microsoft, Apple or Charles Schwab. While I am not sure if every company has the budget to hire the best voice talent to record their company’s automated systems, the study speak to the importance NOT being seen as gruff, robotic and un-human. It’s more impactful to be personal, trust-worthy and human.

Finding your brand voice is making the definitive statement about who your brand is, and who it is not. And it is also proof that the brand really “gets” its target audience. That it doesn’t wait to speak to its market through focus groups and feedback forms. It also lives in the world that its target audience inhabits.

A brand with a clear voice manages to have enviable shorthand with its core market. Sometimes it leads the tribe, sometimes it is just one of the tribe, but whatever its position, it is identifiable, tangible and ultimately very human.

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Most businesses rely on statistical data to learn about there customer aka user. Be it demographic info such as age, income, occupation etc. But we find that the richness of talking to the actual users and learning about their experiences cannot be found in the best drawn statistical chart. Statistical averages are useful for large scale projects such as deciding where a highway should be built, but a humanized approach works better when designing software or marketing collateral. We find that creating user profiles helps us remain objective in our process, validate our design decisions and intuitions about potential problem areas. This is an example of a user persona that helped us conduct a usability study on our client’s existing web service.

Besides those good old statistics about demographics of your user, try and get some empirical data about your target audience. Do you know about how and why your user buys your product? What is their current perception about you and where did they get this impression? How different is this impression from the marketing message you put out there? Here’s a brief checklist of items to find out about your user:

• Experience: How long have they know about you, and your products? How did they come in contact with your brand? What similar products do they use currently? This will teach you not only your competition but also about your users experience with your product domain.
• Relationship to you? What do they know about you? What do they NOT know about you? This will help shape marketing, and brand awareness initiatives. Good branding is about creating top of mind awareness. And if you haven’t got to that stage with your core audience yet, there may be some work ahead.
• Relationship to technology: An easy way to figure this one out is to really hear how people talk about technology (Phrases such as ‘That thingie to click on…’ speak volumes about your user’s comfort level and exposure to technology). Alpha geeks (those who adopt early and often) have different relationship to technology than laggards. And both may impact your bottom-line differently even if your product has little to do with cutting edge technology. After all there is no point creating a complex interactive flash movie about your product, if it’s controls will frustrate yourt users and take focus away from your product.
• Language: Pot-taah-toh or Put-tay-toe? Do they use the same words that you do to describe the end-product? If you work in the music industry for example, does your user think of their music as songs or tracks? Use the language that works for your user. If you are a b2b enterprise, what does that business call their target audience? Use that word (example: subscriber?) to refer to their customer
• Humanize your brand: Ask people that if your company were an actor which actor would it be? It’s probably better to be seen as a Brad Pitt than a Jack Nicholson if your company deals with cutting edge technology. Not good if your brand is seen as a Dame Judy Dench when your aim was to attract a young, energetic crowd.
• Drivers of purchase decisions: What is important to your user when it comes to your product domain? You may be surprised by the answers you get. You might think that people only care about price, but they actually base decisions on credibility. You might think that people look for deals, but turns out they just trust what their son, daughter, niece or nephew tells them to buy. Finding the decision drivers will help focus your energies in the right direction.

I could go on, but the idea is that we want to find ‘human information’ not numbers. Wisdom not data. No one has 2.24 kids and is of 30 to 40 years of age. Averages only get you so far. We think better design happens when we can imagine who it is, that we are designing for.

"When I design, I design for people, not for an abstract entity, a market, but for real people. People I know, people I love."
— Konstantin Grcic (European furniture designer)

Here are a few things that I believe are worth focusing upon. Whether your business serves up a service or a product. Whether your customer is the end-consumer or another business. 

Before I continue on, I am going to mainly use the words product and user. Replace product with service, if that’ what your company serves up. Replace the word user with customer, consumer, vendor, purchasing company, enterprise…whoever ends up paying your bills by buying what you sell.

I suggest we need to consider two major elements to focus on when it comes to creating successful businesses

Context and the User. This month’ article will focus on context. We will move our attention to the user in next month’ article.

Context.

How and where will it your product be important to your user?

When will it be used? Studying the context of your product’ usage can bring back some unexpected gems. Someone recognized that this was a problem: Every time someone uses a spoon to stir pasta sauce they are making, they end up making a mess when they put their spoon down. The folks over at http://www.woodspoon.com/ improved upon the existing experience.The lazy spoon, has been celebrated on the Oprah show and raved on and on by famed cook Rachael Ray.

So what do you need to learn from messy/clean sauce spoons? It’ all about context? You need to know the environment that surrounds your relationship with your customer. Some examples of why studying up on context is good:

1. Context highlights the little things

   How is your product used? Where is it used? What are the key benefits associated with your service? Software that is used in noisy environments should probably not rely on audio cues. Daycare facilities should hire people who genuinely like kids (even the Janitor). Dental receptionists should have nice teeth and bank tellers should not tell you how bad they are at math (I have actually had that happen). Consider the wide circular halo that surrounds each of the perceived benefits that your product aims to offers your users. Even the smallest omission within this circle can spell death for your business or at the very least reduce some of that magic brand glow you were aiming to spread. Provide your product’ benefits everywhere. If you offer a service that relies on speed as one of its key benefits, it is probably crucial that your website servers never fail and have high bandwidth to serve pages at blazing fast speed even though your business is not directly web related. If you provide software product that features ease of use, your office layout should feature that same attention to ergonomics.

2. The Market has answers (some you don’t want to hear)

   What makes your user’ mouth water?

   What are some of the other products your customer will probably want to use? Doing a moodboard research about what turns your user’s crank could lead to some interesting alliances. The Four Seasons hotel in Vancouver lets its preferred guests park their cars in front of the hotel, bypassing the need to use the valet, a much cherished benefit for their customer. What does the hotel get out of this? Chances are that their prominent clients drive high-end luxury cars. Having passerbys and other guests see the high-end cars parked right in front of the hotel adds to the brand promise of the otherwise aging hotel building.

   Drink in your competition’ Kool Aid and then spit it out.

   Don’t make your own website, your browser’ home page. Instead try and focus in on your competition. Where is their message clear and where are the opportunities for you to make that message clearer on your own marketing and technical material? The better you know about them, the more authority you have in your voice when you clarify why you are better.

   Help your users do their market research.

   Your customer will shop around. Don’t pretend that your competition does not exist. SurveyMonkey is lists their competitors Urls right on their pricing page and tells you why SurveyMonkey is better. Easy projects™ provides their potential customers with a form they can use to compare performance of other project management tools. The Pricing page on most product and service selling websites is a top exit page. People come to do the research and leave if they don’t find a compelling reason to stay. What are you doing to help them research and in turn make up their mind to use you over your competition?

3. Street Cred & New Marketing Channels

   What are your user’ watering holes for information?

   Stop thinking narrowly in terms of traditional methods of banners and print ads to reach out to your potential users. Find places that they still believe in. Using trusted sources where people turn to find information leads to focused marketing efforts such as tryvertising. Consider what P&G is doing with the ‘mum’ market. It is giving mothers free products so they will refer other mums to try it themselves. It makes their marketing channel authentic and believable for that target user. A marketing channel inner circle if you will. The Ya-Ya is telling the sisterhood what to buy.

   What are they saying that you aren’t telling them?

   Besides the marketing message that you put out, how does your customer find out about you? In other words, what is the word on the street about you and your product, outside of your direct marketing efforts? Check out news groups and bulletin boards. Also be ready to find out things you didn’t want to know. People can use public forums to rant or to express love, but it’ the ranters that are more vocal. We found that out when researching VFS’ street cred in newsgroups. Smart companies from Adobe to the many 2 person tech companies in Vancouver have paid employees and well-wishers (read volunteers) troll news groups and quell negative talk by stating facts and solving problems.

   Some like it hot. Some like it cold.

   How do you serve up information? What information is best served cold? If your user is busy and multi-tasking when they come across your site, for example, they might be looking for snapshot information (hot information). More detailed information such as technical specs may be best served as downloadable PDFs to be referred to later (cold information)?

   The importance of consistency and inconsistency.

   What is the user going to be feeling when they call your sales hotline? What will they feel when they call the support hotline? What are commonalities and differences required in how you serve that customer, in those two instances? I would suggest a wait period in answering either of those calls is not going to help matters. Your website should be a good place to provide both pre-sales and after-sales support. Your brand should stand for something. And that message should be reinforced, no matter why your customer is reaching out to talk to you.

Recognising that people don’t access products in a vacuum and actually finding out the true context of how your product is used, helps make them more meaningful to your user. If you fit in well into people’ lives, they will thank you for it, by telling their friends about you.

technorati tags: business, ux, branding