In the process of writing the book (A Practical Guide to Strategic User Experience, yes, it’s coming, I promise!) I found myself surprisingly flummoxed when it came to writing about Experience Strategy and the role it plays (or should play) in business strategy. I’ve talked about Experience Strategy with clients over the years, written Experience Strategies for projects I’ve worked on, and worked under the illusion that I was clear about what this actually entailed… however, in coming to write about and thereby define what it meant, it all of a sudden felt very fuzzy.

What is Experience Strategy?

Having done a review of some of the significant contributions to this topic from the UX community, I found myself dissatisfied… Steve Baty wrote a detailed essay on the topic for Johnny Holland some time ago. This essay does address a lot of significant issues around what businesses should be doing to create better experiences as differentiating opportunities… but at the end of it I can’t help asking myself – isn’t this just a part of a good value proposition? And where and how does/should a User Experience person get involved in these kind of activities that go way beyond the interface and into the mechanics of how the entire company functions?

Then I discovered Customer Experience (CX).

Turns out there is this whole other profession, born, it seems, mostly from the marketing discipline, who have an active interest in orchestrating company wide good experience for their customers. They are experienced in making strong, financially driven business cases to management at the highest level, getting decent budgets and then investing in infrastructure that enables an organisation to deliver good customer experience (such as ‘single view of the customer’  and ‘voice of the customer’ programs that enable an organisation to aggregate their understanding of a customer into one view (how rare is this for most established organisations, and how crippling is the typical fragmentation), and enables an organisation to hear and respond to what their customers are saying to and about them.

Reading some of their books (I particularly enjoyed this one) it strikes me that they have a much more mature and structured way to approaching company wide good experience than we User Experience people (generally) do. Given the choice of having a Chief Experience Officer (CXO from a UX background) or a Chief Customer Office (CCO from a marketing/CX background), I’d probably choose the latter – for the more comprehensive, well rounded view of the organisation and all its working parts than the interface obsessed UXer is likely to be.  And I’m more confused about where Service Design fits into all of this than ever.

I’m writing up a lot more about what people who do CX do, and what they think about in the book (and I’ll no doubt share some more of that here, now that I’m back writing again!) but I wanted to take a moment to flag how – from my own experience and a lot of the people i’ve been talking to – we don’t really know people who do Customer Experience, in fact, most of us probably don’t even know they exist and will be immediately skeptical upon discovering them.

Similarly, in reading what they write about, it is disturbing how little reference Customer Experience people make to User Experience people. I’ve come across several references to human factors and usability, but you’ll almost never find Customer Experience and User Experience in the same book/article/room.

This worries me.

It worries me because I think that actually, this is possibly one of the best, strongest alliances that could exist in companies. It worries me because so much of what CX people do is what we need done so that the experiences we’re designing have a real chance of being good. And it worries be because I think we as UXers could really benefit from understanding, in greater detail,  a lot of the structure and discipline and business focus that CXers bring to our combined cause.

We’ve done a lot of hand waving about Good Experience and Experience Strategy over the past few years, but we’ve done very little to explain HOW to make this happen. Getting to know our Customer Experience colleagues, getting more of them in our organisations and  making them aware of our existence could really help move this forward.

If you’ve spent any time hiring User Experience Designers chances are that they’ve shown you some examples of their work in a portfolio with the following disclaimer:

don’t look at the website though, it’s terrible.

We’re currently operating with this tacit agreement that you can do great design ‘in theory’ but that it’s not our fault if that design never makes it to market. Or if it gets totally transformed so that it’s unrecognisable by the time it goes live.

Can we really go on like this? Doesn’t it make you question your own existence?

Sure, there are a LOT of things that come into play between the time you present your awesome design and when the code hits the live server, but it seems to me that, as UXers and designers, we’re largely stepping away from the plate to wash our hands clean of responsibility for what happens. (How’d you like that mixed metaphor?)

I think we might be letting ourselves off a little too lightly and, for myself, I’m going to take starting a lot more personal responsibility for whether and how much of my design sees the light of day by thinking more about:

• the nature of my engagement with clients and the shape of my projects - as a freelancer, the way that I engage with clients can vary a lot from client to client. I’m going to think more about how I can design engagements that maximise the chances of good design going live (this is part of the reason I recently kicked off UX Tuesdays)
• communicating design and user experience strategy – are you spending enough time on communicating your design to the project stakeholders? Are you giving them tools that they can use to help make good decisions as they move through the implementation process (where, let’s face it, some of the most important design decisions are made in the absence of a designer). Do your clients/managers understand the implications of the decisions they’re making on the integrity of the user experience? Quick tip: a functional spec does not tick this box.
• staying in the debate – are you still around when your design is being taken apart? are you engaging in a discussion to help save your design work? It’s easy to swan off like a princess mumbling under your breath about people who don’t appreciate good design work when they see it. Are you helping them (sometimes with a little force) to learn to appreciate it?
• making sure you’re designing things that can be implemented – it’s all well and good to design a thing of beauty but does the team have the resources to bring it to life? Have you made something that’s beyond their current capability? If so, then, how good is your design really?

From this point forward I’m taking personal responsibility for the design that goes live, no matter how far it is from the documents I might show you from my portfolio.

In the Drupal community they say ‘talk is silver, code is gold‘.

Let’s make a new UX motto: ‘portfolios are silver, live design is gold‘.

Let’s own the work that goes live, understand and explain why it is as it is, and work on the skills we need to make sure more good design actually makes it over the line. Otherwise, what’s the point?

Are you in?

Thanks to London IA, I had the opportunity to share some thoughts on Strategic UX that have been starting to take shape into a book recently.

I happened across this twitter exchange this morning. This is a not surprising response to personas, I’ve shared this response at times and have empathy for both points of view.

Here’s the thing… You don’t really want to use personas, do you? They are really a pretty cumbersome way of maintaining your customer’s active presence in the design & product management process.

What you really want is a small, tight team who get who your users are, what they value about your product/service and what is behaviourally significant about them. And you want regular access to them (if you or your boss are representative of your target audience this helps enormously).

Enter reality – the majority of us are not working in this kind of environment. We are working for large organisations who are focussing more on themselves than their users, with people who may not have seen or heard from a customer for years (if ever), whose attention is constantly being focussed on internal KPIs focussed on quantity not quality. Who resist making and decisions in preference to making a sub- optimal decision that can be traced back to them.

Sure, the likelihood of incredible design flourishing in this environment is significantly reduced, but what do we do? Give up?

We can’t all do that, can we? And neither we should.

Many of us have experienced that moment when a team transforms – when they realise what it is like to be their customer and how easy it would be to make that experience better. This most often happens during usability testing. (around the 3rd or 4th participant when the team acknowledges that perhaps we haven’t recruited a bunch of stupid users and maybe we do need to change the design a little).

Well made and well used personas are less able to create this transformation (watching real users will always trump personas) but they can help maintain that transformation and act as a tool to evangelise a customer focus through out the organisation and to create a common language around our users and – possibly my favourite thing – to allow us to reduce usage of the term ‘user’ (so abstract, inhuman and elastic) and replace it with our personas names.

Yes, this does make you feel like a bit of a hippy. I agree. But it helps, a lot, to transform focus from internal processes and priorities to what people actually do, need, want.

You don’t *have* to use personas to do good design. If you make bad personas (made up not researched, focused on demographics not relevant behaviours and attitudes), and if you use then poorly (make them and forget about them, or keep them hidden within the UX team) then you might as well not use them.

But well made personas in day to day use through out the organisation are incredibly useful when you need to gain and maintain focus on the (potential) customer.

Here’s the test:

• do you have personas for your project/product?
• are they made of data from real (potential) customers?
• do they have real names not segment names?
• do you have fewer than five personas?
• can you remember all the names of your personas and describe them?
• do you use them to guide, evaluate and/or explain design decisions?
• can your boss name your personas?
• can the developers on your team name your personas?

If you’re not answering yes to the majority of these, there are probably good reasons why personas aren’t really working out for you.

Don’t fret if you didn’t do so well here – most people don’t (out of a room of dozens of UXers last night only one lonely hand remained in the air at the end of this line of questioning last night).

I reckon personas are the best known but most misunderstood and misused tool in the UX toolkit. Don’t throw your personas out necessarily but see how you can incrementally improve how they’re made and communicated.

And if your fortunate enough to work in a project team who doesn’t need personas, well, lucky you – just don’t be too successful or you may find yourself large enough that you’ll windup needing personas after all! ;)

(For help on making good personas, two excellent resources are Designing for the Digital Age or About Face 3)

I’m busy writing about Strategic User Experience and I could really use your help.

Right now I’m looking for two things in particular:

• the dark side: examples of things that are commonly called ‘our strategy’ but are not really strategy at all.

  I think there are plenty of these out there. Some examples:

  1. I’m often shown things that are called ‘our strategy’ but are usually a list of tasks in groups, like, say  ’Our Social Media Strategy’ with a list of things we’re going to do (make a facebook app, make a twitter widget, etc.)

  2. Another one I often see is an incredibly vague product description something like, ‘we’re doing social mapping’ – again this is not a strategy.Do you have some other examples of things that are currently misconstrued as strategy?

• the bright side: good ways to keep strategy alive (known, understood, attended to) in an organisation – communicating strategy
  
  These examples, I fear, may be a little more scarce, but I’d love your help to try to uncover as many good examples as possible. What have you seen/made/used to help an organisation maintain it’s focus on it’s purpose/strategy/mission? (where that purpose/strategy/mission is a real one and not just a marketing soundbite).

  This could be some kind of physical thing, an activity, a tattoo (just kidding… I think) – whatever works to help make sure that people in the organisation know what they’re doing, why they’re doing it, who they’re doing it for.

I’d really appreciate your help compiling two sets of examples and, of course I’ll happily share them back with you here (wherever/however possible, taking commercial sensitivity into account of course).

Add yours to the comments below or email me.