Webinar: 
How to Improve Your Company’s UX 
Capabilities: 
Let Your Methods Drive Your Plan 
Jeff Horvath, Principal at Balanced Experience 
#uzwebinar
Speaker: 
Jeff Horvath, Ph.D. 
Principal, 
Balanced Experience
Quick Housekeeping 
• Chat box is available if you have any questions 
• There will be time for Q&A at the end 
• We will be recording the webinar for future viewing 
• All attendees will receive a copy of the 
slides/recording 
• Twitter hashtag: #uzwebinar 
3
About UserZoom 
• UserZoom offers an all-in-one, multichannel 
and agile approach to managing digital 
Customer Experiences. We enable 
Businesses to cost-effectively plan, research, 
design, and measure CX and UX on a unified 
software platform. 
• Founded in 2007; launched SaaS platform in 2009 
• International company, offices in Silicon Valley, Spain, U.K., 
Germany 
• 50% of Fortune’s Most Admired Brands
Highlighted Customers
About UserZoom 
Holistic, all-in-one, approach to CEM 
6 
1. Listen 
 
Intercept surveys and 
feedback tabs 
 
Continuously listen to 
4. Measure your customer 
 
Web & Mobile VOC 
 
Continuosly Measure 
Customer Satisfaction 
2. Research 
 
Define UX & Usability 
benchmarks 
 
Scale UX research with 
online/remote testing 
capabilities 
3. Test & Act 
 
Prototype Testing 
 
Card Sorting & Tree Testing 
 
Cost-effective Remote 
Usability Testing
UserZoom CEM Platform & Solutions 
7 
Intercept 
Surveys 
Feedback 
Tabs 
Mobile App 
VOC 
Remote 
Usability 
Testing 
Mobile 
Usability 
Testing 
Card Sorting 
Tree 
Testing 
Screenshot 
Click 
Testing 
Behavioral 
Data 
Screenshot 
Timeout 
Testing 
IA Data 
Survey 
Responses 
Usability 
Data 
Online 
Surveys 
Video 
Recording 
VOC & Survey Solutions UX & Usability Solutions Results 
Access to 
Quality 
Panels 
Customer 
Success & 
Enablement 
Services 
UX Research 
& Consulting 
Services
Agenda 
1. UX as a strategic differentiator 
2. What every CEO is trying to figure out - HOW to make 
UX a differentiator 
3. Strategies are important, but you need to get work done 
- start by defining your UX methodology 
4. Key elements to consider when defining your 
methodology and how it fits in 
– Methods drive the plan - staffing models, tools, training plan, etc. 
5. The Three Levels of UX organizational change - 
methods, processes, change management
Business Value of UX
UX is a Top Priority 
April 2012 “The State Of Customer Experience, 2012 ”
UX as Strategic Differentiator 
April 2012 “The State Of Customer Experience, 2012 ”
UX Strategy 
J. Garrett - The Elements of User Experience: User-Centered Design for the Web (2002)
Strategy – too abstract
Three Layers 
Org 
Change 
Processes 
Methods
Three Layers 
Methods
Start with Methodology
You’ve got to fit in
Connect with existing methods
Roles & Responsibilities
UX RACI Model 
RACI Group 
Responsible UX team 
Accountable Product Manager 
Consulted Software Development, Creative 
Informed Product Manager, BA, PM, Software, 
Marketing, Quality Assurance 
Example: Formative UX Test
One Size Does Not Fit All
Different Methods for Different Situations 
Enterprise Big Project Small/Maintenance 
UX Team Role • Own and execute all 
key UX activities 
• Review and 
approve all key 
UX activities 
• Provide tools and 
resources 
• Available for 
consultation 
Methods Used • All core methods 
• Select 
optional/advanced 
methods 
• All core methods • All core methods 
Tools
Staffing Models 
10% 
…of work load 
…of head count 
…of development budget 
How much?
Staffing Model 
What kind? 
Customer Experience 
Team 
Long-term Project Support Team Day-to-Day 
(remote or co-located) (co-located) 
UX SMEs
Training & Mentoring
Tools
Three Layers 
Processes 
Methods
Now what? 
…Now you know how to do great UX work. 
So what? 
Who decides what work to do? In what order? 
What’s the time? Budget? Prioritization?
Processes 
Idea 
Evaluation UX research 
required? Yes 
No 
Use existing 
solution? 
Yes 
No 
New Solution 
No 
Prioritization– Estimates, Business 
Requirements, UX Methods / Resources 
Type of project 
Appropriate UX 
Methods 
Informed Decisions 
Day-to-Day 
Day-to-Day 
(non-technical) 
SDLC – Small / 
Enhancement 
SDLC - Strategic 
New solution fits 
with existing 
framework? 
Requires code 
change? 
No 
Yes 
Yes 
Low UX Involvement High 
UX 
UX
Three Layers 
Org 
Change 
Processes 
Methods
Now what? 
…So now you you know what work do and how to do it. 
So what?
Org Change 
• It’s unlikely that you’ll drastically change the DNA of your 
organization over night. 
• But, there are some common steps you can follow to 
begin the journey.
Pilot Your Methods
Develop a Roll Out Plan
Find Some Friends
Have a Sponsor
Become Part of the DNA 
UX 
UX 
UX 
UX
Three Layers 
Org 
Change 
Processes 
Methods
Thank You 
Contact Us 
Jeff Horvath, Ph.D. 
President 
jeff@balancedexperience.com 
608.658.2878 
UserZoom 
www.userzoom.com 
866.599.1550 
Twitter: @userzoom 
Linkedin: https://www.linkedin.com/company/userzoom

Building Corporate UX Capabilities

  • 1.
    Webinar: How toImprove Your Company’s UX Capabilities: Let Your Methods Drive Your Plan Jeff Horvath, Principal at Balanced Experience #uzwebinar
  • 2.
    Speaker: Jeff Horvath,Ph.D. Principal, Balanced Experience
  • 3.
    Quick Housekeeping •Chat box is available if you have any questions • There will be time for Q&A at the end • We will be recording the webinar for future viewing • All attendees will receive a copy of the slides/recording • Twitter hashtag: #uzwebinar 3
  • 4.
    About UserZoom •UserZoom offers an all-in-one, multichannel and agile approach to managing digital Customer Experiences. We enable Businesses to cost-effectively plan, research, design, and measure CX and UX on a unified software platform. • Founded in 2007; launched SaaS platform in 2009 • International company, offices in Silicon Valley, Spain, U.K., Germany • 50% of Fortune’s Most Admired Brands
  • 5.
  • 6.
    About UserZoom Holistic,all-in-one, approach to CEM 6 1. Listen  Intercept surveys and feedback tabs  Continuously listen to 4. Measure your customer  Web & Mobile VOC  Continuosly Measure Customer Satisfaction 2. Research  Define UX & Usability benchmarks  Scale UX research with online/remote testing capabilities 3. Test & Act  Prototype Testing  Card Sorting & Tree Testing  Cost-effective Remote Usability Testing
  • 7.
    UserZoom CEM Platform& Solutions 7 Intercept Surveys Feedback Tabs Mobile App VOC Remote Usability Testing Mobile Usability Testing Card Sorting Tree Testing Screenshot Click Testing Behavioral Data Screenshot Timeout Testing IA Data Survey Responses Usability Data Online Surveys Video Recording VOC & Survey Solutions UX & Usability Solutions Results Access to Quality Panels Customer Success & Enablement Services UX Research & Consulting Services
  • 8.
    Agenda 1. UXas a strategic differentiator 2. What every CEO is trying to figure out - HOW to make UX a differentiator 3. Strategies are important, but you need to get work done - start by defining your UX methodology 4. Key elements to consider when defining your methodology and how it fits in – Methods drive the plan - staffing models, tools, training plan, etc. 5. The Three Levels of UX organizational change - methods, processes, change management
  • 9.
  • 10.
    UX is aTop Priority April 2012 “The State Of Customer Experience, 2012 ”
  • 11.
    UX as StrategicDifferentiator April 2012 “The State Of Customer Experience, 2012 ”
  • 12.
    UX Strategy J.Garrett - The Elements of User Experience: User-Centered Design for the Web (2002)
  • 13.
  • 14.
    Three Layers Org Change Processes Methods
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
    UX RACI Model RACI Group Responsible UX team Accountable Product Manager Consulted Software Development, Creative Informed Product Manager, BA, PM, Software, Marketing, Quality Assurance Example: Formative UX Test
  • 21.
    One Size DoesNot Fit All
  • 22.
    Different Methods forDifferent Situations Enterprise Big Project Small/Maintenance UX Team Role • Own and execute all key UX activities • Review and approve all key UX activities • Provide tools and resources • Available for consultation Methods Used • All core methods • Select optional/advanced methods • All core methods • All core methods Tools
  • 23.
    Staffing Models 10% …of work load …of head count …of development budget How much?
  • 24.
    Staffing Model Whatkind? Customer Experience Team Long-term Project Support Team Day-to-Day (remote or co-located) (co-located) UX SMEs
  • 25.
  • 26.
  • 27.
  • 28.
    Now what? …Nowyou know how to do great UX work. So what? Who decides what work to do? In what order? What’s the time? Budget? Prioritization?
  • 29.
    Processes Idea EvaluationUX research required? Yes No Use existing solution? Yes No New Solution No Prioritization– Estimates, Business Requirements, UX Methods / Resources Type of project Appropriate UX Methods Informed Decisions Day-to-Day Day-to-Day (non-technical) SDLC – Small / Enhancement SDLC - Strategic New solution fits with existing framework? Requires code change? No Yes Yes Low UX Involvement High UX UX
  • 30.
    Three Layers Org Change Processes Methods
  • 31.
    Now what? …Sonow you you know what work do and how to do it. So what?
  • 32.
    Org Change •It’s unlikely that you’ll drastically change the DNA of your organization over night. • But, there are some common steps you can follow to begin the journey.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
    Become Part ofthe DNA UX UX UX UX
  • 38.
    Three Layers Org Change Processes Methods
  • 39.
    Thank You ContactUs Jeff Horvath, Ph.D. President [email protected] 608.658.2878 UserZoom www.userzoom.com 866.599.1550 Twitter: @userzoom Linkedin: https://www.linkedin.com/company/userzoom