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Online Student Again, Part 7: UX and Marketing–It’s an Experience, Man. 

It's all about the experience, man. Trippy.
It’s all about the experience, man.
Trippy.

This week’s online module for my digital marketing class was about user experience (UX) and marketing. I realized after taking this module that I know a lot more about UX that I thought I did, as it’s something I do every day either at work or even with presenting this blog. I had studied UX in grad school, and I remember doing the heuristic evaluations and discussions in visual design classes, but to realize that much of this is now second nature is a little bit of a relief!

The instructor for this module was Ronnie Battista, an experience design strategist for Slalom Consulting. He explained that UX is still evolving, as there doesn’t seem to be an agreed upon definition of what UX really is.

Battista explained that people, ultimately, are the most complex interfacing systems in the world! Within all those interfacing systems, there are three general types, namely

  1. Human, such as HCI (Human to Computer Interface), such as kiosks, devices, advertisements, and websites
  2. Industrial, as in industrial design, which are physical objects. Best example I could relate to items that include ergonomic design.
  3. Service, which comprises of both online and offline parts of a service experience, such as the end-to-end experience visit to a theme park to make the experience as easy flowing and enjoyable as possible.

User experience drive behavior and action, so Battista said that UX needs to address who your audience is, what does your audience need to do, and your efforts to help the audience to that. The end product needs to be user-centric.  There needs to be a user design lifecycle to complete this, meaning a series of steps done in order to get from start to finish whereby management is consulted, but the client is consulted again and again until it’s done right.

Battista explained that there are many ways to create these steps, but the basic plan that is taught in the Rutgers program is this:

  1. Contextual Inquiry , meaning “professional people watching” – seeing how people use or will use the product in action
  2. Set design goals
  3. Design User Interface
  4. Evaluate design models
  5. Build prototypes
  6. Test Prototypes
  7. Evaluate test results.  If the test results are negative, start back at step 4 and repeat until you get it right!

This is something I’m fairly familiar with as a content strategist and web publisher–I do this with my internal clients often, and sometimes it’s a nonstop tweaking that never seems to end!  Sometimes the design goals are limited by the content management system (CMS) that is used, so I have to be creative and work within those system parameters.

Battista continued to say that we have things that can work, and some challenges, but there are some things to keep in mind. Things are changing fast because business is about being fast. Big companies are having a hard time with this because it forces cultural changes. However, UX is seen as the innovation driver, and it’s becoming integral to many business/IT roles. Tool-time UX software is getting very good, as software options for UX research, design, and evaluation are exploding to the point that most of the UX work being done is commoditized. Big Data is a “Big Brother” that knows big things about you, so analytics come into play giving deeper insight almost to the creepy factor, but it can be seen as better than some qualitative insights.

In the end, it’s all about customer satisfaction and providing the customer with what he/she needs! It promotes brand loyalty. Battista gave a great example of a friend who was a diehard loyal fan of a particular car brand. When the brand wouldn’t reimburse the friend for a recalled part after two years, the friend said that they lost a customer. Coincidentally, the friend ended up in another car brand’s commercial praising his customer experience with the other brand after visiting a “confessional” booth at a dealer.

Journey mapping is needed to figure out how to create the experience. Many companies start with a system or software and work backwards, when it should be figuring out the experience and then deciding on which software or system meets that need. Battista quoted Forrester Research saying, “In order to break from their tunnel vision, complex companies need to understand their customer experience ecosystem.” Sounds familiar, doesn’t it?

Journey mapping is taking the idea of customer personas and walking through what their journey/experience is with your brand, from start to finish, whether they are happy with the product or  you need to make up for disappointing the customer.

Battista said that good customer journey maps rely on these seven factors:

  1. Establish goals and outcomes
  2. Do not limit mapping to actions
  3. Represent the customer perspective
  4. Treat it as a research project
  5. Combine qualitative and quantitative
  6. Build to communicate
  7. Executive ownership & governance

Going through these steps and paying attention to the details of the customer journey help with a more positive UX outcome.

So how does UX fit into marketing? Battista said it depends on how well it’s done, and it’s not always well. UX and Marketing generally are basing their evaluations on similar requirements, but perhaps from different approaches. Most importantly, though, UX should be included in the inception of the process, not at the end. He added that when dealing with agencies, you must ask what they are creating and why (understand the ROI), own the cross-channel experience (any breakdown in the total experience spoils the entire experience), REALLY understand your audience, make sure that the customer has a real voice that people will listen to, get educated (learn to understand buzzwords and trends), take control of measurement and evaluation, and exhibit self-awareness and appropriate selfless-ness. Most importantly, never forget PEOPLE.

Lastly, as part of understanding personas, he pointed out that digital natives are used to not having privacy issues the same way “old timers” do, meaning that they are more willing to share and provide information that could be seen as compromising privacy. As a result when looking at the bigger picture, there is a question of how people are digitally connected and the information they are willing to share now.

Battista concluded with the statement, “Digital strategy should be an imperative!” I couldn’t agree more!

Overall, while there were some of the deeper marketing elements that I needed to pay more attention to, as a content strategist, the basics were easy for me, as much of this, as I mentioned, is what I do on a daily basis. While I knew I had the ability, I hadn’t thought of UX strategy as being one of my strengths in my skill set. After this module, I’m thinking it is now!

I’ve got three more modules to go, a final exam, and a capstone project, so the end is getting closer! Stay tuned for the next module, which will be online customer acquisition. Since I’m starting to feel that starting my own consulting business is in the cards later this year, this will be a unit I’ll pay very close attention to.

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Book Review: Global Content Strategy: A Primer by Val Swisher

Image courtesy of XML Press
Image courtesy of XML Press

Anyone who has read this blog for a while knows how much I love Val Swisher of Content Rules.  Why? Well, first of all, she’s a lovely person and great friend all around. But that’s beside the point. As a technical communicator, she is one of the foremost experts on content strategy, specializing in global content strategy.  I’ve seen Val give presentations at various conferences, and the thing I like about her presentations is that while her topics might be high-level topics, someone like me who is still learning can understand what she is talking about.  I never walk away from a Val Swisher presentation without feeling like I absorbed something that I can use in my own work–or at least have a better understanding of how it fits into the content strategy field.  I have often credited Val for providing me with the ideas that have helped me get my current job and make an impact there.

So on that note, I was pleased to see that she had written a book on her specialty called, Global Content Strategy: A Primer, which is available through The Content Wrangler’s Content Strategy Series published by XML Press.  This book is easily read in an afternoon, and is loaded with a lot of information.

If you’ve never had the pleasure of hearing Val’s presentations, then this book is a great way to have many of the concepts she talks about in her presentations found in one place. She provides not only the basics of what global content strategy is, but breaks down bigger ideas into simple terms, and includes color images to provide examples, which is a good move. Val explains that globalization is not just about translating content, but also being sensitive and knowledgeable about localization as well. For example, what works in Portugese in Portugal doesn’t necessarily work for Portugese in Brazil. Translations can’t always be made word for word because of idioms and expressions that aren’t universal. Val provides many examples of this applies not only textually, but in imagery as well.

The book also talks about how the translation process can get complex and bungled without establishing a translation memory database and consistency of terminology. Val provides some pointers to help global strategists wade through these issues to keep it all straight, including what not to do as well as what best practices are.

My only criticism of the book, ironically enough, is that it doesn’t seem to be written for a global audience, but rather for an American–or perhaps North American–audience. There’s nothing wrong with that, but what if I was in another country and looking to create a global strategy? Perhaps it’s because as the Internet has grown, it has seemingly been American English-centric, and by writing for an American audience, Val has written for the group that needs to become more aware of the global audience it needs to reach!

I’ve been a team member on a global web project for the last six months or so, and I remember much of what I learned from Val had taught me to the members of my immediate team that would show that even though we were working on a North American section of a website, we had to find that balance between the global and local content. Sometimes my words were heard, and sometimes it fell on deaf ears. Upon reading this book and revisiting the concepts that I’ve heard her present in the past, I do wish this book had been given to someone at the top of the global team to understand that translation alone is not enough, and that localization makes a big difference. They could’ve used this book as a great reference to better streamline the process and the web project. Many global companies could benefit from reading this book to help put their content in perspective.

If you are looking to acclimate to the concept of global content strategy and what that entails, then this is a great resource for you to read. There are a lot of details squeezed into this slim volume that will be easy to understand, and yet you’ll feel a little overwhelmed at first at how many details one needs to consider when creating a global strategy. Fortunately, this reference book breaks it down so that it isn’t as overwhelming as it could be, and helps content strategists think in a more single-sourced, consistent way to provide the best ROI for a project.

I highly recommend this book.

You can find purchasing information about the book at XML Press:
Global Content Strategy: A Primer

Have you read this book? What do you think? Include your comments below.

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Want to go to the 2015 Intelligent Content Conference? Here’s $100 for you!

ICC_Affiliate_300x250I can’t believe it’s been almost a year since I went to the Intelligent Content Conference in San Jose, California at Scott Abel‘s invitation. To say the least, I have to say I had a marvelous time. This is a conference that focuses on content strategy, and all the presentations were loaded with information that either reinforced what I had already learned, or introduced new ideas and concepts on the subject. The thing I liked about it was that it really had something for everyone at all professional levels–even for somebody like me who still considers herself a newbie.  I also met a lot of new professional contacts who specialize in content strategy–a real “who’s who” of content strategy attended. Over the past year, I’ve learned a great amount from each of these experts and have been able to apply much of what I’ve learned to my job. (That’s important!)

This year, the Intelligent Content Conference  (ICC) changed hands from the Rockley Group to the Content Marketing Institute. But fret not! Ann Rockley and Scott Abel are still very much involved with ICC, but now attendees have the added bonus of the know-how of the Content Marketing Institute and the wisdom of Robert Rose and Joe Pulizzi! Joe spoke as a keynote speaker at last year’s ICC, and he was fantastic, presenting the concepts of content marketing to this content strategy crowd. The merging of these two groups will open up new doors connecting content strategists and content marketers, and it should be great!

The Intelligent Content Conference  is in San Francisco, California this year, and will be held on March 23-25, 2015. It looks like it’s going to be a great conference, and a nice time of year in San Francisco, too!

Alas, due to timing, I can’t go. (Awwww.) I’m immensely disappointed, that I can tell you. But, don’t let that stop you from going if you can! I’ve been in contact with the good folks at the Content Marketing Institute, and they let me know that if you click on the image at the top of this post, or use the image on the right sidebar of this blog, and use the code TCGM100, you can get a $100 discount on your registration. How cool is that? “Ka-ching” for you!

So, what are you waiting for? Go click on the image now, and check out what ICC has to offer this year (which is a LOT!), and register now!

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Building your mental muscles

Marc Schnau posted this on Google+ with the comment, “This should work properly with any language one is trying to learn. And not only while learning languages, Maybe this is valid for every kind of learning one will do.”

After watching this video, I think he’s completely correct. I know that the speaker in the video is correct with the idea of using shorter, intense sessions versus longer ones. One of my cousins is a personal trainer, and this is one of the methods he endorses with exercising, so the speaker is correct about it working with physical exercise of larger muscles. But Marc is right too–this applies to any kind of learning, not just with languages.

This video proved to be helpful to me, as there are events going on with my life that are leading me to try to figure out what I need to be learning next.

What do you think? Do you think this is hype, or do you think there’s some validity to this approach for learning anything, not just languages?

Add your comments below.

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Are technical communicators the “fall guys”?

Sometimes, I think being a stunt person would be easier than being a technical communicator.
Sometimes, I think being a stunt person would be easier than being a technical communicator.

While plugging away at the big project I’m doing for work, a problem arose from how some features worked, and developers cluttered up the CMS architecture of the site I’m working on. When I tried to clean it up, the developers rolled out more content that either created duplicates, triplicates, and overwrote pages without my knowledge. This mucked up the whole thing even more, making it worse.

I ended up having a call with my manager explaining the situation, and showed him what happened. He was aware of some of it, and he knew I was trying to fix things, but he was unaware that the latest roll-out complicated the situation. After a good discussion, he came to the same conclusion that I did–it’d be easier to start from scratch with this section of the website than to try to clean it up. I took responsibility for my part of the mess, and was more than willing to put the time in that’s needed to get it right again.

In order to do this, we’ve had to work with the people in the global corporate office to help us wipe the slate clean on that section and resend the new information. Well, this turns out to be easier said than done, due to system issues and communication issues (we’re not sure, even with images demonstrating the issue, if we are explaining what we need correctly to non-native English speaking people, and we are having some trouble understanding their replys). It’s turning into a sordid mess that I didn’t mean to happen. Some of this is my fault, doing some things unknowingly, but it’s also Corporate’s fault for not staying organized with the information rolled out on the various servers and not informing me of these changes in a timely manner, as that’s what is complicating matters. My hands have not touched that section of the website for 2 days because I’m afraid of mucking up things even worse, and so I’m patiently waiting for the correct content to be rolled out so I can move forward.

In this type of instance, my experience has been that no matter what part I played, even a minor one, I needed to take the blame for the whole thing. I needed to fall on the knife for what’s happened, even if I’m actually the victim in this instance. I’m fortunate that my manager hasn’t viewed this as something that I needed to take the fall for, and he’s been incredibly supportive through this small ordeal. I am grateful to have him as a manager and it provides me with some relief. But in past positions, even if I was correct in the midst of something that had gone wrong, I’d have to take full responsibility even if full responsibility was not mine. I’m willing to take responsibility if it is truly and completely my fault. Yet, I’ve had many instances where it wasn’t my fault at all, or I played a minor role, and I’d still be blamed entirely. And it would be one thing if I was a manager taking the blame for someone under me, but I’m always the gal at the bottom of the totem pole! If I stood up for myself in the past, I’d be severely reprimanded, even though I was justified in standing up for myself. So, you can understand why I’ve developed a bit of a complex and learned to take the role of the scapegoat in these instances unwillingly yet necessarily.

It got me to thinking about technical communication and where technical communicators will be given the blame for something that’s gone wrong.  Sometimes the blame is justified, and sometimes it isn’t.  If a manual has incorrect information, is it the fault of the tech writer, or the SME who didn’t provide accurate information, or the editor? In my case, the developers were being sloppy. I was the one being responsible enough to realize there was a problem and clean it up, initially following their directions for the fix, and they made it more difficult adding a fix to my fix without communicating that they were going to make a fix on their part. So why am I feeling like I need to take responsibility for the problem I didn’t cause instead of taking responsibility for realizing the solution? Is that just me and the conditioning I’ve been put through over the years, or is that a common problem?

In my current situation, like I said, my manager has fully supported me, and he’s about to leave on vacation confident that everything will be fine, leaving it up to me to take care of things. This is a reversal of most experiences I’ve had, and it definitely bolsters my confidence that I do know what I’m doing, and I appreciate that I’m recognized for that.

Technical communications is not for the weak or faint of heart, for sure. There is no question about that. However, technical communicators are being encouraged, as a field, to assert themselves more to show that we do have the solutions and know what we are doing, and to play a greater role in communications. I’m sure you’ve heard the “Break down the silos!” battle cry by now. If that’s the case, how do we do that if we have introverts like me who have been pounded down enough times that they are fearful of losing their jobs for asserting themselves? Is that just me, or do others feel this, too?

Let me know what you think in the comments.