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User Experience
Deliverables !
by Publicis Canada UX Team




                             © 2010 Publicis Canada!
UX Deliverables in the
             Discovery Phase

             •  Needs Assessment!
             •  Requirements
                Document!
             •  User Persona / Scenario!
DISCOVERY!   •  Current Site Evaluation!
             •  Competitive UX Audit!
             •  Content Inventory!
             •  Usability Testing /
                Reporting!
             •  Card Sorting!

                                      © 2010 Publicis Canada!
Needs Assessment
What is it?
A needs assessment is the process of collecting
information about an expressed or implied
organizational need that could impact project scope

Why do we need it?
It helps us to identify hidden needs from clients
or to clarify the objectives of the project

When do we need it?
Usually for new clients or for the projects with
multiple and complex levels of stakeholders

                                                    © 2010 Publicis Canada!
Needs Assessment (cont d)
Four different methods of needs assessment

    Client Briefs!                 Stakeholder
    In general, client briefs      Interviews!
    include the business needs &   Stakeholder interviews can be
                                   conducted during the
    objectives of the projects
                                   discovery phase when there
                                   are multiple and complex
                                   levels of stakeholders

   Needs Assessment                Needs Assessment
   Survey!                         Workshop!
    A document including           A series of workshops can be
    questions about objectives,    held with key stakeholders for
    brand, target audience,        each session
    content/design/technical
    needs 
                                                           © 2010 Publicis Canada!
Requirements Document
What is it?
List of high-level requirements for a project, in
alignment with business and project objectives
Why do we need it?
Helps to define project scope, budget and
required deliverables
When do we need it?
Required for all projects. For small projects,
requirements can be included as a part of the SOW.
When the requirements are complex or when there
is a large number of requirements, a separate
requirements document will be created.
                                                    © 2010 Publicis Canada!
Requirements Document (cont d)
Requirements document examples




                                 © 2010 Publicis Canada!
User Persona / Scenario
What is it?
A characterization and detailed profile of users based
on digital behaviour, marketing segments, and
demographics
Why do we need it?
Help clients and project teams think from various
users points of view and create content, features
and functionality based on user needs!
When do we need it?
Required when users are not well understood or
when one design must satisfy multiple types of
users
                                                 © 2010 Publicis Canada!
User Persona / Scenario (cont d)
Persona Example




                              © 2010 Publicis Canada!
Current Site Evaluation
What is it?
A usability inspection and assessment of a
website against established, recognized human
factors and usability principles, usually
conducted by a usability specialist!
Why do we need it?
A quick way of identifying problems, primarily
with the user interface, for redesign efforts
When do we need it?
Used to justify a site redesign, to compliment other
evaluation methods, or as a sole evaluation method
when resources, scope, and/or budgets are limited
                                                 © 2010 Publicis Canada!
Current Site Evaluation (cont d)
Site Evaluation Examples




                               © 2010 Publicis Canada!
Competitive UX Audit
What is it?
User experience evaluation of competitive or best
practice sites or products

Why do we need it?
To discover which competitive website delivers a
good user experience and to analyze which
elements contribute in what ways to the
experience!
When do we need it?
For projects focusing on enhancing user
experience against competitors

                                               © 2010 Publicis Canada!
Competitive UX Audit (cont d)
Competitive UX Audit Example




                                 © 2010 Publicis Canada!
Content Inventory
What is it?
An inventory of site pages, content and assets,
typically delivered in excel format organizing the
list of items based on the current site structure
Why do we need it?
It is a basic first step to assess the volume and
the quality of the site content that will influence
effort, budget, and redesign recommendations
When do we need it?
The basic content audit is required for all
projects, but the documentation is required for
content heavy or complex sites
                                                     © 2010 Publicis Canada!
Content Inventory (cont d)
Content Inventory Example




                              © 2010 Publicis Canada!
Usability Testing / Reporting
What is it?
Users are asked to carry out tasks according to
defined scripts while being objectively observed

Why do we need it?
To ensure that designs are usable and that users
can carry out tasks efficiently, effectively, and
satisfactorily. Don t guess…test!
When do we need it?
When knowledge about users is low or when the
team wants to confirm assumptions and
understanding of user behaviour

                                                  © 2010 Publicis Canada!
Usability Testing / Reporting
Usability Testing Examples




                             © 2010 Publicis Canada!
Card Sorting
What is it?
A technique that helps determine the information
hierarchy of a website by writing content items on
cards and placing the cards into logical groups to
reveal the relationship between the content items!
Why do we need it?
Card sorting is a quick, inexpensive, and reliable
method and is an important input to the
information design process
When do we need it?
Needed for content-heavy websites or when
content has become unorganized after increasing
growth over time
                                                 © 2010 Publicis Canada!
Card Sorting
Card Sorting Examples




                        © 2010 Publicis Canada!
UX Deliverables in the
          Design Phase

          •  User Flow!
          •  Interaction Flow!
          •  Sitemap!
          •  Content Matrix!
DESIGN!   •  Wireframe!
          •  Features & Functionality
             Specification!
          •  Prototype!



                                   © 2010 Publicis Canada!
User Flow
What is it?
A simple diagrammatical document that follows a
user down a path of activity

Why do we need it?
It helps us to create a logical and intuitive interfaces
by anticipating users actions and thinking of the
different tasks they need/want to achieve
When do we need it?
For all projects. It may not be required as a formal
deliverables to the client unless it is necessary


                                                    © 2010 Publicis Canada!
User Flow

  Abc.com!




  Abc.com!




             © 2010 Publicis Canada!
Interaction Flow
What is it?
A diagram or flow map highlighting the interaction
between the users and site features

Why do we need it?
It helps to overview the core interactions within the
application and to demonstrate the relationship and
connectivity between the functionalities
When do we need it?
For complex applications and systems that
require a lot of user interactions (e.g. community
sites, software, etc.)

                                                 © 2010 Publicis Canada!
Interaction Flow
Interaction Flow Examples



        Home




                            © 2010 Publicis Canada!
Sitemap
What is it?
A hierarchical visual model of the pages of a Web
site

Why do we need it?
A sitemap is a useful way of orienting clients and
teams to the content of a website by showing a
diagram of the entire site's contents

When do we need it?
Almost every website project if the site requires
multiple pages

                                                    © 2010 Publicis Canada!
Sitemap
Simple Sitemap Example   Comprehensive Sitemap Example




                                                  © 2010 Publicis Canada!
Content Matrix
What is it?
A content table or an excel chart listing all the
pages and modules of the site or system
specifying content rules, description, attributes,
and status
Why do we need it?
It s a great asset of a project helping project team
and clients managing all the variations, rules and
status of the site content and modules
When do we need it?
Content heavy or CMS driven websites or
complex system
                                                     © 2010 Publicis Canada!
Content Matrix
Content Matrix Examples




                          © 2010 Publicis Canada!
Wireframe
What is it?
A visual guide to depict functionality and to
illustrate page layouts and their informational
elements, before applying creative design!
Why do we need it?
Critical in the process of creating usable and
useful websites or web applications and brings
project teams to a common understanding of the
product
When do we need it?
If there s a user interface involved then
wireframes are required.
                                                  © 2010 Publicis Canada!
Wireframe (cont d)
Low fidelity Wireframe   High fidelity Wireframe




                                                   © 2010 Publicis Canada!
Features & Functionality Specification
What is it?
Describes, in detail, the website s or web
application s intended capabilities and interaction
with users and tied directly to a requirement
Why do we need it?
Sets the client s expectations (in conjunction with
wireframes and design comps) of what will be
delivered and puts the team on the same page
When do we need it?
Needed for large projects, when there are a large
number of features or functions, or when features
and functionality are complex and must be
explained in detail
                                                 © 2010 Publicis Canada!
Features & Functionality!
Specification
Features & Functionality Specification Examples




                                                  © 2010 Publicis Canada!
Prototype
What is it?
A working model of a website, clickable with the
appearance of being functional, usually built for
demonstration purposes.
Why do we need it?
Provides a tangible, concrete concept that
significantly reduces communication and
comprehension gaps between team members. It
can also be leveraged for usability testing.
When do we need it?
Mainly when user flow is complex.

                                                    © 2010 Publicis Canada!
Prototype (cont d)
Prototype Examples




                      © 2010 Publicis Canada!
About Publicis 

User Experience Team
We are specialized in
a multi-disciplinary process of User
Experience Design to create
•  Corporate Websites!
•  Ecommerce!
•  Marketing / Campaign Microsites!
•  Community Sites / Social Media!
•  Intranet / Extranet / CMS System Interface!
•  Mobile Sites & Applications!


We provide
Complex UX analyses & solutions
throughout the project lifecycle
                                                    Contact: Jenna.Yim@Publicis.ca!
•  Discovery, Definition, Design, and Development!   Twitter: @Publicis_UXD!




                                                                                      © 2010 Publicis Canada!
Thank You! Any Questions?!
Contact: Jenna.Yim@Publicis.ca!
Twitter: @Publicis_UXD!




                                  © 2010 Publicis Canada!

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User Experience Deliverables

  • 1. User Experience Deliverables ! by Publicis Canada UX Team © 2010 Publicis Canada!
  • 2. UX Deliverables in the Discovery Phase •  Needs Assessment! •  Requirements Document! •  User Persona / Scenario! DISCOVERY! •  Current Site Evaluation! •  Competitive UX Audit! •  Content Inventory! •  Usability Testing / Reporting! •  Card Sorting! © 2010 Publicis Canada!
  • 3. Needs Assessment What is it? A needs assessment is the process of collecting information about an expressed or implied organizational need that could impact project scope Why do we need it? It helps us to identify hidden needs from clients or to clarify the objectives of the project When do we need it? Usually for new clients or for the projects with multiple and complex levels of stakeholders © 2010 Publicis Canada!
  • 4. Needs Assessment (cont d) Four different methods of needs assessment Client Briefs! Stakeholder In general, client briefs Interviews! include the business needs & Stakeholder interviews can be conducted during the objectives of the projects discovery phase when there are multiple and complex levels of stakeholders Needs Assessment Needs Assessment Survey! Workshop! A document including A series of workshops can be questions about objectives, held with key stakeholders for brand, target audience, each session content/design/technical needs © 2010 Publicis Canada!
  • 5. Requirements Document What is it? List of high-level requirements for a project, in alignment with business and project objectives Why do we need it? Helps to define project scope, budget and required deliverables When do we need it? Required for all projects. For small projects, requirements can be included as a part of the SOW. When the requirements are complex or when there is a large number of requirements, a separate requirements document will be created. © 2010 Publicis Canada!
  • 6. Requirements Document (cont d) Requirements document examples © 2010 Publicis Canada!
  • 7. User Persona / Scenario What is it? A characterization and detailed profile of users based on digital behaviour, marketing segments, and demographics Why do we need it? Help clients and project teams think from various users points of view and create content, features and functionality based on user needs! When do we need it? Required when users are not well understood or when one design must satisfy multiple types of users © 2010 Publicis Canada!
  • 8. User Persona / Scenario (cont d) Persona Example © 2010 Publicis Canada!
  • 9. Current Site Evaluation What is it? A usability inspection and assessment of a website against established, recognized human factors and usability principles, usually conducted by a usability specialist! Why do we need it? A quick way of identifying problems, primarily with the user interface, for redesign efforts When do we need it? Used to justify a site redesign, to compliment other evaluation methods, or as a sole evaluation method when resources, scope, and/or budgets are limited © 2010 Publicis Canada!
  • 10. Current Site Evaluation (cont d) Site Evaluation Examples © 2010 Publicis Canada!
  • 11. Competitive UX Audit What is it? User experience evaluation of competitive or best practice sites or products Why do we need it? To discover which competitive website delivers a good user experience and to analyze which elements contribute in what ways to the experience! When do we need it? For projects focusing on enhancing user experience against competitors © 2010 Publicis Canada!
  • 12. Competitive UX Audit (cont d) Competitive UX Audit Example © 2010 Publicis Canada!
  • 13. Content Inventory What is it? An inventory of site pages, content and assets, typically delivered in excel format organizing the list of items based on the current site structure Why do we need it? It is a basic first step to assess the volume and the quality of the site content that will influence effort, budget, and redesign recommendations When do we need it? The basic content audit is required for all projects, but the documentation is required for content heavy or complex sites © 2010 Publicis Canada!
  • 14. Content Inventory (cont d) Content Inventory Example © 2010 Publicis Canada!
  • 15. Usability Testing / Reporting What is it? Users are asked to carry out tasks according to defined scripts while being objectively observed Why do we need it? To ensure that designs are usable and that users can carry out tasks efficiently, effectively, and satisfactorily. Don t guess…test! When do we need it? When knowledge about users is low or when the team wants to confirm assumptions and understanding of user behaviour © 2010 Publicis Canada!
  • 16. Usability Testing / Reporting Usability Testing Examples © 2010 Publicis Canada!
  • 17. Card Sorting What is it? A technique that helps determine the information hierarchy of a website by writing content items on cards and placing the cards into logical groups to reveal the relationship between the content items! Why do we need it? Card sorting is a quick, inexpensive, and reliable method and is an important input to the information design process When do we need it? Needed for content-heavy websites or when content has become unorganized after increasing growth over time © 2010 Publicis Canada!
  • 18. Card Sorting Card Sorting Examples © 2010 Publicis Canada!
  • 19. UX Deliverables in the Design Phase •  User Flow! •  Interaction Flow! •  Sitemap! •  Content Matrix! DESIGN! •  Wireframe! •  Features & Functionality Specification! •  Prototype! © 2010 Publicis Canada!
  • 20. User Flow What is it? A simple diagrammatical document that follows a user down a path of activity Why do we need it? It helps us to create a logical and intuitive interfaces by anticipating users actions and thinking of the different tasks they need/want to achieve When do we need it? For all projects. It may not be required as a formal deliverables to the client unless it is necessary © 2010 Publicis Canada!
  • 21. User Flow Abc.com! Abc.com! © 2010 Publicis Canada!
  • 22. Interaction Flow What is it? A diagram or flow map highlighting the interaction between the users and site features Why do we need it? It helps to overview the core interactions within the application and to demonstrate the relationship and connectivity between the functionalities When do we need it? For complex applications and systems that require a lot of user interactions (e.g. community sites, software, etc.) © 2010 Publicis Canada!
  • 23. Interaction Flow Interaction Flow Examples Home © 2010 Publicis Canada!
  • 24. Sitemap What is it? A hierarchical visual model of the pages of a Web site Why do we need it? A sitemap is a useful way of orienting clients and teams to the content of a website by showing a diagram of the entire site's contents When do we need it? Almost every website project if the site requires multiple pages © 2010 Publicis Canada!
  • 25. Sitemap Simple Sitemap Example Comprehensive Sitemap Example © 2010 Publicis Canada!
  • 26. Content Matrix What is it? A content table or an excel chart listing all the pages and modules of the site or system specifying content rules, description, attributes, and status Why do we need it? It s a great asset of a project helping project team and clients managing all the variations, rules and status of the site content and modules When do we need it? Content heavy or CMS driven websites or complex system © 2010 Publicis Canada!
  • 27. Content Matrix Content Matrix Examples © 2010 Publicis Canada!
  • 28. Wireframe What is it? A visual guide to depict functionality and to illustrate page layouts and their informational elements, before applying creative design! Why do we need it? Critical in the process of creating usable and useful websites or web applications and brings project teams to a common understanding of the product When do we need it? If there s a user interface involved then wireframes are required. © 2010 Publicis Canada!
  • 29. Wireframe (cont d) Low fidelity Wireframe High fidelity Wireframe © 2010 Publicis Canada!
  • 30. Features & Functionality Specification What is it? Describes, in detail, the website s or web application s intended capabilities and interaction with users and tied directly to a requirement Why do we need it? Sets the client s expectations (in conjunction with wireframes and design comps) of what will be delivered and puts the team on the same page When do we need it? Needed for large projects, when there are a large number of features or functions, or when features and functionality are complex and must be explained in detail © 2010 Publicis Canada!
  • 31. Features & Functionality! Specification Features & Functionality Specification Examples © 2010 Publicis Canada!
  • 32. Prototype What is it? A working model of a website, clickable with the appearance of being functional, usually built for demonstration purposes. Why do we need it? Provides a tangible, concrete concept that significantly reduces communication and comprehension gaps between team members. It can also be leveraged for usability testing. When do we need it? Mainly when user flow is complex. © 2010 Publicis Canada!
  • 33. Prototype (cont d) Prototype Examples © 2010 Publicis Canada!
  • 34. About Publicis 
 User Experience Team We are specialized in a multi-disciplinary process of User Experience Design to create •  Corporate Websites! •  Ecommerce! •  Marketing / Campaign Microsites! •  Community Sites / Social Media! •  Intranet / Extranet / CMS System Interface! •  Mobile Sites & Applications! We provide Complex UX analyses & solutions throughout the project lifecycle Contact: Jenna.Yim@Publicis.ca! •  Discovery, Definition, Design, and Development! Twitter: @Publicis_UXD! © 2010 Publicis Canada!
  • 35. Thank You! Any Questions?! Contact: Jenna.Yim@Publicis.ca! Twitter: @Publicis_UXD! © 2010 Publicis Canada!