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  • Designers, (Re)define Success First

    Designers, (Re)define Success First

    I introduced the concept of normal social style about two and a half years earlier. It was born out of my disappointment with the many obstacles to achieving style that’s accessible and equal, protects people’s protection, firm, and target, benefits society, and restores nature. I argued that we must address the difficulties that prevent us from acting morally and that we must functionally integrate style ethics into our normal routines, procedures, and tools to achieve this goal.

    However, we’re still very far from this perfect.

    At the time, I didn’t realize yet how to functionally incorporate morality. Yes, I did discover some tools in past projects that had worked for me, such as using checklists, notion tracking, and “dark fact” sessions, but I wasn’t able to use them in every task. I was still struggling for time and support, and at best I had only partially achieved a higher ( moral ) quality of design—which is far from my definition of structurally integrated.

    I made the decision to investigate deeper the causes of organization that prevent us from practicing regular social style. Today, after much research and experimentation, I believe that I’ve found the code that will let us functionally combine ethics. And it’s unexpectedly easy! However, we must first move out to understand what we’re going through.

    Control the program

    Unfortunately, we are confined to a capitalist system that fosters consumerism and inequality and is obsessed with the utopian dream of infinite development. Sea levels, temperature, and our demand for energy continue to rise unquestioned, while the divide between rich and poor continues to increase. Owners expect ever-higher returns on their investments, and firms feel forced to set short-term goals that reflect this. Our well-meaning human-centered mentality has been transformed into a powerful device that encourages ever-higher levels of consumption over the past ten years due to these objectives. When we’re working for an organization that pursues “double-digit growth” or “aggressive sales targets” ( which is 99 percent of us ), that’s very hard to resist while remaining human friendly. Yet with our best intentions, and despite the fact that we like to claim that we provide solutions for people, we’re a part of the issue.

    What can we do to alter this?

    We can begin by acting on the appropriate level of the system. A program thinker named Donna H. Meadows after outlined ways to influence a system in terms of effectiveness. When you apply these to style, you get:

      You can change things like usability results or the number of layout criticism at the lowest level of effectiveness. But none of that may change the direction of a business.
    • Similarly, affecting buffers ( such as team budgets ), stocks ( such as the number of designers ), flows ( such as the number of new hires ), and delays ( such as the time that it takes to hear about the effect of design ) won’t significantly affect a company.
    • Instead of focusing on feedback loops like control power, employee reputation, or design-system investments, a company can become more effective at achieving its goals. But that doesn’t alter the goals themselves, which means that the business may also work against your ethical-design ideals.
    • The change of honest methods, toolkits, articles, conferences, workshops, and other topics are what most ethical-design initiatives are currently focusing on at the next level, details flows. This is also where social style has remained largely theoretical. We’ve been focusing on the wrong level of the system all this day.
    • Take, for instance, the regulations; they consistently outwit information. There can be commonly accepted guidelines, such as how fund works, or a sprint group’s concept of done. However, illegal laws intended to maintain income, frequently revealed through comments like” the customer didn’t ask for it” or “don’t make it too big” can smother social style.
    • Changing the rules without holding formal power is extremely difficult. That’s why the next stage is so significant: self-organization. Research, bottom-up initiatives, love projects, self-steering teams, and other such self-organization techniques all contribute to the resilience and creativity of a business. It’s precisely this diversity of viewpoints that’s needed to functionally address major structural issues like materialism, money injustice, and climate change.
    • But goals and metrics are even more powerful than self-organization. Our businesses want to make more cash, which means that everything and everyone in the business does their best to… make the company more money. And when I realized that income is nothing more than a measurement, I understood how important a very particular, defined measurement may be toward pushing a company in a specific direction.

    What is the conclusion? If we truly want to incorporate ethics into our daily design practice, we must first change the measurable objectives of the company we work for, from the bottom up.

    Redefine success

    Traditionally, we consider a product or service successful if it’s desirable to humans, technologically feasible, and financially viable. You tend to see these represented as equals, if you type the three words in a search engine, you’ll find diagrams of three equally sized, evenly arranged circles.

    However, we all know that the three dimensions are not equally important: viability is ultimately what determines whether a product will become operational. So a more realistic representation might look like this:

    Viability is the aim, while feasibility and desire are the means. Companies—outside of nonprofits and charities—exist to make money.

    A genuinely purpose-driven company would try to reverse this dynamic: it would recognize finance for what it was intended for: a means. Therefore, both feasibility and viability are important factors in the company’s efforts to accomplish what they stated. It makes intuitive sense: to achieve most anything, you need resources, people, and money. Fun fact: Italian speakers are completely unaware of the distinction between feasibility and viability; both terms are merely fattibilità.

    But simply swapping viable for desirable isn’t enough to achieve an ethical outcome. Desirability is still linked to consumerism because the associated activities aim to identify what people want—whether it’s good for them or not. When deciding whether a product is safe for people, such as user satisfaction or conversion, durability goals are unimportant. They don’t prevent us from creating products that distract or manipulate people or stop us from contributing to society’s wealth inequality. They are unsuitable for striking a healthy balance with the natural world.

    There’s a fourth dimension of success that’s missing: our designs also need to be ethical in the effect that they have on the world.

    This is hardly a new idea. There are many variations of these models, some calling the fourth dimension accountability, integrity, or responsibility. What I’ve never seen before, however, is the necessary step that comes after: to influence the system as designers and to make ethical design more practical, we must create objectives for ethical design that are achievable and inspirational. There is no single way to accomplish this because it depends greatly on your country’s values, culture, and industry. But I’ll give you the version that I developed with a group of colleagues at a design agency. Consider it a template to get started.

    pursue equity, sustainability, and well-being.

    We created objectives that address design’s effect on three levels: individual, societal, and global.

    An objective on a personal level teaches us that success transcends the typical area of user experience and satisfaction, taking into account factors like how much time and effort are required of users. We pursued well-being:

    We create products and services that allow for people’s health and happiness. Our solutions are non-misleading, transparent, non-addictive, and non-misleading. We respect our users ‘ time, attention, and privacy, and help them make healthy and respectful choices.

    We must consider our impact beyond the user, widening our focus to the economy, communities, and other indirect stakeholders, as a result of establishing an objective on the societal level. We called this objective equity:

    We create products and services that have a positive social impact. We think of racial justice, inclusiveness and diversity of people as teams, users, and customer segments as indicators of economic equality. We listen to local culture, communities, and those we affect.

    Finally, the global goal on the global level aims to keep us in harmony with our only true home, humanity. Referring to it simply as sustainability, our definition was:

    We create products and services that reward sufficiency and reusability. Our products are repurposed, given, and given priority to making sustainable choices in order to support the circular economy. We deliver functionality instead of ownership, and we limit energy use.

    In essence, ethical design ( to us ) meant achieving the wellbeing of each user and an equitable value distribution within society through a design that can sustain our living planet. When we introduced these objectives in the company, for many colleagues, design ethics and responsible design suddenly became tangible and achievable through practical—and even familiar—actions.

    Measure impact

    However, defining these goals is still insufficient. What truly caught the attention of senior management was the fact that we created a way to measure every design project’s well-being, equity, and sustainability.

    This overview includes some examples of metrics you can use to measure your progress toward equity, well-being, and sustainability:

    There’s a lot of power in measurement. As the saying goes, what gets measured gets done. This example was once shared by Donella Meadows:

    ” If the desired system state is national security, and that is defined as the amount of money spent on the military, the system will produce military spending. It may or may not lead to national security.

    This phenomenon explains why desirability is a poor indicator of success: it’s typically defined as the increase in customer satisfaction, session length, frequency of use, conversion rate, churn rate, download rate, and so on. But none of these metrics increase the health of people, communities, or ecosystems. What if we instead used metrics for ( digital ) well-being to measure success, such as ( reduced ) screen time or software energy consumption?

    There’s another important message here. If we set an objective to create a calm interface, we might still end up with a screen that makes people anxious, even if we set the wrong metric for calmness, such as the number of interface elements. Choosing the wrong metric can completely undo good intentions.

    Additionally, choosing the right metric is enormously helpful in focusing the design team. Once you complete the task of selecting metrics for our goals, you are forced to consider what success looks like in terms of words and how you can demonstrate that you’ve accomplished your ethical goals. It also forces you to consider what we as designers have control over: what can I include in my design or change in my process that will lead to the right type of success? The response to this query provides a lot of insight and clarity.

    And finally, it’s good to remember that traditional businesses run on measurements, and managers love to spend much time discussing charts ( ideally hockey-stick shaped ) —especially if they concern profit, the one-above-all of metrics. For good or ill, to improve the system, to have a serious discussion about ethical design with managers, we’ll need to speak that business language.

    Practice daily ethical design

    Once you’ve defined your objectives and you have a reasonable idea of the potential metrics for your design project, only then do you have a chance to structurally practice ethical design. Making the decision to” simply” use your imagination and pick one of the many resources and knowledge resources at your disposal.

    I think this is quite exciting! It opens a whole new set of challenges and considerations for the design process. Would a simple illustration suffice, or should you go with that energizing video? Which typeface is the most calm and inclusive? What fresh techniques and tools do you employ? When is the website’s end of life? How can you provide the same service while requiring less attention from users? How can you ensure that those who are impacted by decisions are present when they are made? How can you measure our effects?

    What doing good design means will be completely altered by the new definition of success.

    There is, however, a final piece of the puzzle that’s missing: convincing your client, product owner, or manager to be mindful of well-being, equity, and sustainability. For this, it’s essential to engage stakeholders in a dedicated kickoff session.

    Start it off or return to the pre-existing

    The kickoff is the most important meeting that can be so easy to forget to include. It consists of two main steps: 1 ) the alignment of expectations and 2 ) the definition of success.

    In the first phase, the entire ( design ) team goes over the project brief and meets with all the relevant stakeholders. Everyone gets to know one another and express their expectations on the outcome and their contributions to achieving it. Possumptions are raised and discussed. The aim is to get on the same level of understanding and to in turn avoid preventable miscommunications and surprises later in the project.

    For instance, we conducted an online kickoff with the client, a subject-matter expert, and two other designers for a recent freelance project that aimed to design a digital platform that facilitates US student advisors ‘ documentation and communication. We used a combination of canvases on Miro: one with questions from” Manual of Me” ( to get to know each other ), a Team Canvas ( to express expectations ), and a version of the Project Canvas to align on scope, timeline, and other practical matters.

    The above is the traditional purpose of a kickoff. However, agreeing on what success means for the project in terms of desirability, viability, feasibility, and ethics is just as crucial as expressing expectations. What are the objectives in each dimension?

    You need to be sure that you can trust success at this early stage because it will determine the project’s future. If, for example, the design team wants to build an inclusive app for a diverse user group, they can raise diversity as a specific success criterion during the kickoff. If the client agrees, the team can refer back to that promise throughout the project. As we agreed in our first meeting, having a diverse user group that includes A and B is essential to creating a successful product. So we do activity X and follow research process Y”. Compare those odds to a scenario where the team had to request permission halfway through the project and didn’t agree to it in advance. The client might argue that that came on top of the agreed scope—and she’d be right.

    In the case of this freelance project, to define success I prepared a round canvas that I call the Wheel of Success. A set of outer rings is used to measure the objectives, as well as an inner ring that is intended to capture ideas for those objectives. The rings are divided into five dimensions of successful design: healthy, equitable, sustainable, desirable, feasible, and viable.

    We explored each dimension and recorded ideas on digital sticky notes. Then we discussed our ideas and verbally agreed on the most important ones. For example, our client agreed that sustainability and progressive enhancement are important success criteria for the platform. Additionally, the subject-matter expert stressed the importance of including students from underprivileged and low-income groups in the design process.

    After the kickoff, we summarized our ideas and shared understanding in a project brief that captured these aspects:

      the project’s history and purpose: What is the purpose of this project?
    • the problem definition: what do we want to solve?
    • the concrete goals and metrics for each success dimension: what do we want to achieve?
    • how will we go about defining the scope, process, and role descriptions?

    With such a brief in place, you can use the agreed-upon objectives and concrete metrics as a checklist of success, and your design team will be ready to pursue the right objective—using the tools, methods, and metrics at their disposal to achieve ethical outcomes.

    Conclusion

    A number of my coworkers have questioned me over the past year,” Where do I begin with ethical design?” My answer has always been the same: organize a session with your stakeholders to ( re ) define success. Even though you might not always be 100 percent successful in agreeing on goals that cover all responsibility objectives, that beats the alternative ( the status quo ) every time. There is no skipping this step if you want to design in an ethical, responsible way.

    To be even more specific: if you consider yourself a strategic designer, your challenge is to define ethical objectives, set the right metrics, and conduct those kick-off sessions. If you think of yourself as a system designer, you need to understand how your industry influences consumerism and inequality, how finance drives business, and how to think creatively about how to use the most powerful tools to influence the system. Then redefine success to create the space to exercise those levers.

    And for those who consider themselves service designers or UX designers or UI designers: if you truly want to have a positive, meaningful impact, stay away from the toolkits and meetups and conferences for a while. Gather your coworkers and set design goals for well-being, equity, and sustainability. Engage your stakeholders in a workshop and challenge them to think of ways to achieve and measure those ethical goals. Take their ideas, make them clear and tangible, ask for their consent, and hold them to it.

    Otherwise, I’m genuinely sorry to say, you’re wasting your precious time and creative energy.

    Of course, engaging your stakeholders in this way can be uncomfortable. Many of my coworkers had questions to ask, such as” Will they take this seriously?” and” Wouldn’t we just do it within the design team instead”? In fact, a product manager once asked me why ethics couldn’t just be a structured part of the design process—to just do it without spending the effort to define ethical objectives. It’s a tempting thought, isn’t it? We wouldn’t have to have difficult discussions with stakeholders about what values or which key-performance indicators to pursue. It would let us focus on what we like and do best: designing.

    That’s not enough, according to systems theory. For those of us who aren’t from marginalized groups and have the privilege to be able to speak up and be heard, that uncomfortable space is exactly where we need to be if we truly want to make a difference. We can’t allow ourselves to be disconnected from the real world and enjoy our preferred working-from-home lifestyle while remaining trapped in the design-for-design bubble. For those of us who have the possibility to speak up and be heard: if we solely keep talking about ethical design and it remains at the level of articles and toolkits—we’re not designing ethically. It’s just theory. By challenging them to redefine success in business, we must actively engage with our coworkers and clients.

    With a bit of courage, determination, and focus, we can break out of this cage that finance and business-as-usual have built around us and become facilitators of a new type of business that can see beyond financial value. We simply need to come to terms with the right goals at the start of each design project, identify the appropriate metrics, and acknowledge that we already have everything we need to get started. That’s what it means to do daily ethical design.

    For their inspiration and support over the years, I would like to thank Emanuela Cozzi Schettini, José Gallegos, Annegret Bönemann, Ian Dorr, Vera Rademaker, Virginia Rispoli, Cecilia Scolaro, Rouzbeh Amini, and many others.

  • Personalization Pyramid: A Framework for Designing with User Data

    Personalization Pyramid: A Framework for Designing with User Data

    In tomorrow’s data-driven environment, it’s becoming more and more common for a UX specialist to be asked to create a personal digital experience, whether it’s a common website, user portal, or local application. However while there continues to be no lack of marketing buzz around personalization systems, we also have very few defined approaches for implementing personalized UX.

    That’s where we begin. After completing tens of personalisation projects over the past few years, we gave ourselves a purpose: could you make a systematic personalization platform especially for UX practitioners? A human-centered personalization program can be established using the Personalization Pyramid, which covers information, classification, content delivery, and overall objectives. By using this strategy, you will be able to understand the core elements of a modern, UX-driven personalization system ( or at the very least understand enough to get started ).

    Getting Started

    We’ll assume that you are already comfortable with the fundamentals of modern personalization for the purposes of this article. A nice guide can be found these: Website Personalization Planning. Although Graphic projects in this field can take a variety of forms, they frequently begin with identical starting points.

    Common scenarios for starting a customisation task:

    • Your business or client made a purchase to personalize their content management system ( CMS ), marketing automation platform ( MAP ), or other related technology.
    • The CMO, CDO, or CIO has identified personalisation as a target
    • User data is unclear or disjointed.
    • You are running some secluded targeting strategies or A/B tests
    • On the personalisation approach, parties of contention
    • Mandate of customer privacy rules ( e. g. GDPR ) requires revisiting existing user targeting practices

    Regardless of where you begin, a powerful personalization system will require the same key building stones. These are the “levels” on the tower, as we’ve made them. Whether you are a UX artist, scholar, or planner, understanding the core components may help make your contribution effective.

    From top to bottom, the rates include:

      North Star: What larger corporate goal is driving the personalization system?
    1. Objectives: What are the specific, tangible benefits of the system?
    2. Touchpoints: Where will you get a personal knowledge?
    3. Contexts and Campaigns: What personalization information does the person view?
    4. What constitutes a distinct, accessible market according to consumer parts?
    5. Actionable Data: What dependable and credible information is captured by our professional platform to generate personalization?
    6. Natural Data: What wider set of data is conceivable ( now in our environment ) to allow you to optimize?

    We’ll go through each of these amounts in turn. An associated deck of cards was created to demonstrate specific examples from each level to make this more meaningful. We’ve found them helpful in customisation pondering periods, and will include cases for you here.

    Starting at the Top

    The tower has the following elements:

    North Star

    What overall goal do you have with your personalization program ( big or small ) is a northern star. The North Star defines the (one ) overall mission of the personalization program. What are your goals, exactly? North Stars cast a ghost. The darkness is bigger the sun, the sun, and so on. Example of North Starts may incorporate:

      Function: Optimize based on fundamental customer inputs. Examples:” Raw” messages, basic search effects, system user settings and settings options, general flexibility, basic improvements
    1. Self-contained customisation component is a function. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
    2. Experience: Individualized customer experiences across a range of consumer flows and interactions. Examples: Email campaigns, landing pages, advanced messaging ( i. e. C2C chat ) or conversational interfaces, larger user flows and content-intensive optimizations ( localization ).
    3. Solution: Highly distinctive, personalized solution experiences. Example: Standalone, branded encounters with personalization at their base, like the “algotorial” songs by Spotify quite as Discover Weekly.

    Goals

    Personalization can aid in accelerating designing with user intentions, as in any great UX design. Goals are the military and tangible metrics that may prove the entire program is effective. Start with your existing analytics and assessment system, as well as indicators you can benchmark against. In some cases, new targets may be suitable. The most important thing to keep in mind is that personalisation is certainly a desired outcome. It is a means to an end. Popular targets include:

    • Conversion
    • Time spent on work
    • Net promoter score ( NPS)
    • achievement of the client

    Touchpoints

    Touchpoints are where the personalisation happens. This will be one of your biggest areas of responsibility as a UX artist. The connections available to you will depend on how your personalization and associated technology features are instrumented, and should be rooted in improving a person’s experience at a certain point in the trip. Touchpoints can be multi-device ( mobile, in-store, website ), but they can also be more specific ( web banner, web pop-up, etc. ). Here are a few illustrations:

    Touchpoints at the channel level

    • Email: Role
    • Email: When is the contact available?
    • In-store display ( JSON endpoint )
    • Native game
    • Search

    Wireframe-level Touchpoints

    • Web overlay
    • Web call club
    • Web symbol
    • Web content wall
    • Web home page

    If you’re designing for online interface, for instance, you will likely need to include personal “zones” in your wireframes. Based on our next action, context, and campaigns, the articles for these can be presented dynamically in touchpoints.

    Contexts and Campaigns

    Once you’ve identified some touchpoints, you can decide what kind of customized content a user will get. Many personalization tools will refer to these as” campaigns” ( so, for example, a campaign on a web banner for new visitors to the website ). These will be displayed automatically to specific customer segments at specific touchpoints, as defined by user data. At this stage, we find it helpful to consider two distinct models: a framework model and a willing model. The context helps you consider the level of user engagement at the personalization moment, for instance, if they are just casually browsing information rather than engaging in a deep dive. Think of it in terms of information retrieval behaviors. The content model can then guide you in deciding what kind of personalization to use in the context ( for instance, an” Enrich” campaign that features related articles might be a good substitute for extant content ).

    Personalization Context Model:

    1. Browse
    2. Skim
    3. Nudge
    4. Feast

    Content model for personalization

    1. Alert
    2. Make Easier
    3. Cross-Sell
    4. Enrich

    We’ve written a lot about each of these models elsewhere, so if you’d like to read more, check out Colin’s Personalization Content Model and Jeff’s Personalization Context Model.

    User Groups

    User segments can be created prescriptively or adaptively, based on user research ( e. g. via rules and logic tied to set user behaviors or via A/B testing ). You will need to consider how to treat the logged-in visitor, the guest or returning visitor, for whom you may have a stateful cookie ( or another post-cookie identifier ), or the authenticated visitor at the least. Here are some examples from the personalization pyramid:

    • Unknown
    • Guest
    • Authenticated
    • Default
    • Referred
    • Role
    • Cohort
    • Unique Identification Number

    Actionable Data

    Every organization with any digital presence has data. It’s important to inquire about how to use the data you can ethically collect on users, its inherent reliability and value, and what is the term for “data activation.” Fortunately, the tide is turning to first-party data: a recent study by Twilio estimates some 80 % of businesses are using at least some type of first-party data to personalize the customer experience.

    First-party data has a number of benefits for the user experience, including being relatively simple to collect, more likely to be accurate, and less susceptible to the” creep factor” of third-party data. So a key part of your UX strategy should be to determine what the best form of data collection is on your audiences. Here are a few illustrations:

    There is a progression of profiling when it comes to recognizing and making decisioning about different audiences and their signals. As time and confidence and data volume increase, it varies to more granular constructs about smaller and smaller cohorts of users.

    While some combination of implicit / explicit data is generally a prerequisite for any implementation ( more commonly referred to as first party and third-party data ) ML efforts are typically not cost-effective directly out of the box. This is because optimization requires a strong content repository and data backbone. But these approaches should be considered as part of the larger roadmap and may indeed help accelerate the organization’s overall progress. You’ll typically work together to create a profiling model with key stakeholders and product owners. The profiling model includes defining approach to configuring profiles, profile keys, profile cards and pattern cards. A multi-faceted method of profiling that is adaptable.

    Pulling it Together

    The cards serve as a starting point for an inventory of sorts ( we offer blanks for you to customize your own ), a set of potential levers and motivations for the personalization activities you aspire to deliver, but they are more valuable when grouped together.

    In assembling a card “hand”, one can begin to trace the entire trajectory from leadership focus down through a strategic and tactical execution. It is also at the heart of the way that both co-authors have organized workshops to build a backlog of programs, which would make a good subject for a separate article.

    In the meantime, what is important to note is that each colored class of card is helpful to survey in understanding the range of choices potentially at your disposal, it is threading through and making concrete decisions about for whom this decisioning will be made: where, when, and how.

    Lay Down Your Cards

    Any effective personalization strategy must take into account near, middle, and long-term objectives. Even with the leading CMS platforms like Sitecore and Adobe or the most exciting composable CMS DXP out there, there is simply no “easy button” wherein a personalization program can be stood up and immediately view meaningful results. Having said that, every personalization activity has a common grammar, just like every sentence has nouns and verbs. These cards attempt to map that territory.

  • Humility: An Essential Value

    Humility: An Essential Value

    Humility, a writer’s most important quality, has a great circle to it. What about sincerity, an business manager’s vital value? Or a doctor’s? Or a teacher’s? They all have fantastic sounds. When humility is our guiding light, the course is usually available for fulfillment, development, relation, and commitment. We’re going to speak about why in this section.

    That said, this is a guide for developers, and to that conclusion, I’d like to begin with a story—well, a voyage, actually. It’s a personal one, and I’m going to make myself susceptible as well. I call it:

    The Absurd Pate of Justin: A Tale

    When I was coming out of arts school, a long-haired, goateed novice, write was a known quantity to me, design on the web, however, was riddled with complexities to understand and learn, a problem to be solved. Although I had formal training in typography, layout, and creative design, what piqued my interest was how these traditional skills could be applied to a young modern landscape. This style would eventually form the rest of my profession.

    But I drained HTML and JavaScript publications until the early hours of the morning and self-taught myself how to code during my freshman year rather than student and go into write like many of my friends. I wanted—nay, needed—to better understand the underlying relevance of what my design decisions may think when rendered in a website.

    The so-called” Wild West” of website design was the late 1990s and early 2000s. Manufacturers at the time were all figuring out how to use layout and visual connection to the online environment. What regulations were in place? How may we break them and also engage, entertain, and present information? How could my values, which include value, humility, and relation, go along with that on a more general degree? I was eager to find out.

    Those are classic factors between non-career relationships and the world of design, even though I’m referring to a different era. What are your main passions, or ideals, that elevate medium? The main themes remain the same, much like the primary parallels between what fulfills you, who is independent of the physical or digital worlds.

    First within tables, animated GIFs, Flash, then with Web Standards, divs, and CSS, there was personality, raw unbridled creativity, and unique means of presentment that often defied any semblance of a visible grid. Splash screens and “browser requirement” pages aplenty. Usability and accessibility were typically victims of such a creation, but such paramount facets of any digital design were largely (and, in hindsight, unfairly) disregarded at the expense of experimentation.

    For instance, this iteration of my personal portfolio site (” the pseudoroom” ) from that time was experimental if not a little overt in terms of visualizing how the idea of a living sketchbook was conveyed. Very skeuomorphic. This one involved sketching and then passing a Photoshop file back and forth to experiment with various user interactions with fellow designer and dear friend Marc Clancy, who is now a co-founder of the creative project organizing app Milanote. Then, I’d break it down and code it into a digital layout.

    Along with design folio pieces, the site also offered free downloads for Mac OS customizations: desktop wallpapers that were effectively design experimentation, custom-designed typefaces, and desktop icons.

    GUI Galaxy was a design, pixel art, and Mac-centric news portal that graphic designer friends and I developed from the beginning.

    Design news portals were incredibly popular at the time, and they now accept Tweet-sized, small-format versions of relevant news from the categories I previously covered. If you took Twitter, curated it to a few categories, and wrapped it in a custom-branded experience, you’d have a design news portal from the late 90s / early 2000s.

    We had evolved into a bandwidth-sensitive, award-winning, much more accessibility-conscious website using web standards. Still ripe with experimentation, yet more mindful of equitable engagement. There are a few content panes here, with both Mac-focused news and general news (tech, design ) to be seen. We also offered many of the custom downloads I cited before as present on my folio site but branded and themed to GUI Galaxy.

    The presentation layer of the website’s backbone was made up of global design + illustration + news author collaboration. The backbone was a homegrown CMS. And the collaboration effort here, in addition to experimentation on a’ brand’ and content delivery, was hitting my core. We were creating something bigger than just one of us and establishing a global audience.

    Collaboration and connection transcend medium in their impact, immensely fulfilling me as a designer.

    Why am I taking you on this journey of design memory lane, now? Two reasons.

    First, there’s a reason for the nostalgia for that design era ( the” Wild West” era, as I put it ): the inherent exploration, personality, and creativity that dominated many design portals and personal portfolio websites. Ultra-finely detailed pixel art UI, custom illustration, bespoke vector graphics, all underpinned by a strong design community.

    The web design industry has experienced stagnation in recent years. I suspect there’s a strong chance you’ve seen a site whose structure looks something like this: a hero image / banner with text overlaid, perhaps with a lovely rotating carousel of images ( laying the snark on heavy there ), a call to action, and three columns of sub-content directly beneath. Perhaps there are selections that vaguely relate to their respective content in an icon library.

    Design, as it’s applied to the digital landscape, is in dire need of thoughtful layout, typography, and visual engagement that goes hand-in-hand with all the modern considerations we now know are paramount: usability. accessibility. Load times and bandwidth- sensitive content delivery. A user-friendly presentation that connects with people wherever they are. We must be mindful of, and respectful toward, those concerns—but not at the expense of creativity of visual communication or via replicating cookie-cutter layouts.

    Pixel Issues

    Websites during this period were often designed and built on Macs whose OS and desktops looked something like this. Although this is Mac OS 7.5, 8 and 9 aren’t all that different.

    How could any single icon, at any point, stand out and grab my attention, fascinated me? In this example, the user’s desktop is tidy, but think of a more realistic example with icon pandemonium. How did it maintain cohesion among the group, for example, if an icon was a part of a larger system grouping ( fonts, extensions, control panels )?

    These were 32 x 32 pixel creations, utilizing a 256-color palette, designed pixel-by-pixel as mini mosaics. This seemed to me to be the embodiment of digital visual communication under such absurd restrictions. And often, ridiculous restrictions can yield the purification of concept and theme.

    So I started doing my homework and conducting my research. I was a student of this new medium, hungry to dissect, process, discover, and make it my own.

    I wanted to see how I could push the boundaries of a 32×32 pixel grid with that 256-color palette, expanding upon the idea of exploration. Those ridiculous constraints forced a clarity of concept and presentation that I found incredibly appealing. I was thrust into the digital gauntlet because of it. And so, in my dorm room into the wee hours of the morning, I toiled away, bringing conceptual sketches into mini mosaic fruition.

    These are some of my creations that made use of ResEdit, the only program I had at the time, to create icons. ResEdit was a clunky, built-in Mac OS utility not really made for exactly what we were using it for. Research is at the center of all of this endeavor. Challenge. solving problems. Again, these core connection-based values are agnostic of medium.

    There’s one more design portal I want to talk about, which also serves as the second reason for my story to bring this all together.

    This is the Kaliber 1000, or K10k, abbreviated. K10k was founded in 1998 by Michael Schmidt and Toke Nygaard, and was the design news portal on the web during this period. It was the ideal setting for me, my friend, with its pixel art-filled presentation, meticulous attention to detail, and many of the site’s more well-known designers who were invited to be news authors. With respect where respect is due, GUI Galaxy’s concept was inspired by what these folks were doing.

    For my part, the combination of my web design work and pixel art exploration began to get me some notoriety in the design scene. K10k eventually figured out that I was one of their very limited group of news writers who could contribute content to the website.

    Amongst my personal work and side projects —and now with this inclusion—in the design community, this put me on the map. Additionally, my design work has started to appear on other design news portals, as well as be published in various printed collections, in domestic and international magazines, and in various printed collections. With that degree of success while in my early twenties, something else happened:

    I really changed into a colossal asshole in just about a year of school, not less. The press and the praise became what fulfilled me, and they went straight to my head. They inflated my ego. I actually felt somewhat superior to my fellow designers.

    The casualties? My design stagnated. Its evolution, which is what I evolved, has stagnated.

    I felt so supremely confident in my abilities that I effectively stopped researching and discovering. When I used to lead myself to iterate through concepts or sketches, I leaped right into Photoshop. I drew my inspiration from the smallest of sources ( and with blinders on ). My peers frequently vehemently disapproved of any criticism of my work. The most tragic loss: I had lost touch with my values.

    Some of my friendships and blossoming professional relationships almost ended up being destroyed by my ego. I was toxic in talking about design and in collaboration. However, thankfully, those same friends gave me a priceless gift: sincerity. They called me out on my unhealthy behavior.

    It’s true, I initially didn’t accept it, but after much reflection, I was able to accept it. I was soon able to accept, and process, and course correct. Although the realization made me feel uneasy, the re-awakening was necessary. I let go of the “reward” of adulation and re-centered upon what stoked the fire for me in art school. Most importantly, I regained my fundamental values.

    Always Students

    Following that temporary decline, my personal and professional design journey advanced. And I could self-reflect as I got older to facilitate further growth and course correction as needed.

    Let’s take the Large Hadron Collider as an example. The LHC was designed” to help answer some of the fundamental open questions in physics, which concern the basic laws governing the interactions and forces among the elementary objects, the deep structure of space and time, and in particular the interrelation between quantum mechanics and general relativity”. Thank you, Wikipedia.

    Around fifteen years ago, in one of my earlier professional roles, I designed the interface for the application that generated the LHC’s particle collision diagrams. These diagrams are often regarded as works of art by themselves because they depict what is actually happening inside the Collider during any given particle collision event.

    Designing the interface for this application was a fascinating process for me, in that I worked with Fermilab physicists to understand what the application was trying to achieve, but also how the physicists themselves would be using it. In order to accomplish this, this role requires,

    I cut my teeth on usability testing, working with the Fermilab team to iterate and improve the interface. To me, their language and the topics they discussed seemed foreign. And by making myself humble and working under the mindset that I was but a student, I made myself available to be a part of their world to generate that vital connection.

    I also had my first ethnographic observational experience, where I observed how the physicists used the tool in their own environments, on their own terminals. For example, one takeaway was that due to the level of ambient light-driven contrast within the facility, the data columns ended up using white text on a dark gray background instead of black text-on-white. They were able to focus on their eyes while working during the day while poring over enormous amounts of data. And Fermilab and CERN are government entities with rigorous accessibility standards, so my knowledge in that realm also grew. Another crucial form of communication was the barrier-free design.

    So to those core drivers of my visual problem-solving soul and ultimate fulfillment: discovery, exposure to new media, observation, human connection, and evolution. I checked my ego before entering those values, which opened the door for those values.

    An evergreen willingness to listen, learn, understand, grow, evolve, and connect yields our best work. I want to pay attention to the words “grow” and “evolve” in that statement in particular. If we are always students of our craft, we are also continually making ourselves available to evolve. Yes, we have completed years of design research. Or the focused lab sessions from a UX bootcamp. Or the monogrammed portfolio of our work. Or, ultimately, decades of a career behind us.

    However, remember that “experience” does not equate to “expert.”

    As soon as we close our minds via an inner monologue of’ knowing it all’ or branding ourselves a” #thoughtleader” on social media, the designer we are is our final form. The creator who we can be will never be there.

  • User Research Is Storytelling

    User Research Is Storytelling

    I’ve been fascinated by shows since I was a child. I loved the figures and the excitement—but most of all the reports. I aspired to be an artist. And I believed that I’d get to do the things that Indiana Jones did and go on interesting activities. I also came up with concept movies that my friends and I could render and sun in. But they never went any farther. However, I did end up working in user experience ( UI). Today, I realize that there’s an element of drama to UX— I hadn’t actually considered it before, but consumer research is story. And to get the most out of customer studies, you must tell a compelling story that involves stakeholders, including the product team and decision-makers, and piques their interest in learning more.

    Think of your favorite film. It probably follows a three-act narrative architecture: the layout, the conflict, and the resolution, which is prevalent in literature. The second act shows what exists now, and it helps you get to know the figures and the challenges and problems that they face. Act two sets the scene for the fight and introduces the action. Here, difficulties grow or get worse. The solution is the third and final work. This is where the issues are resolved and the figures learn and change. This architecture, in my opinion, is also a fantastic way to think about consumer research, and it might be particularly useful for introducing user research to others.

    Use story as a framework for conducting analysis

    It’s sad to say, but many have come to see studies as being dispensable. Research is typically one of the first things to go when finances or deadlines are tight. Instead of investing in study, some goods professionals rely on manufacturers or—worse—their personal judgment to make the “right” options for users based on their experience or accepted best practices. That might lead to some clubs getting in the way, but it’s too easy to overlook the real issues facing users. To be user-centered, this is something we really avoid. User study improves style. It keeps it on record, pointing to problems and opportunities. Being aware of problems with your goods and taking corrective actions can help you be ahead of your competition.

    In the three-act structure, each action corresponds to a part of the process, and each part is important to telling the whole story. Let’s take a look at the various functions and how they relate to customer research.

    Act one: installation

    Fundamental analysis comes in handy because the setup is all about comprehending the background. Basic research ( also called conceptual, discovery, or preliminary research ) helps you understand people and identify their problems. Just like in the movies, you’re learning about the difficulties users face, what options are available, and how those challenges impact them. To do basic research, you may conduct cultural inquiries or journal studies ( or both! ), which may assist you in identifying both prospects and problems. It doesn’t need to get a great investment in time or money.

    Erika Hall writes about the most effective anthropology, which can be as straightforward as spending 15 hours with a customer and asking them to” Walk me through your morning yesterday.” That’s it. Provide that one ask. Locked up and listen to them for 15 days. Do everything in your power to keep yourself and your pursuits out of it. Bam, you’re doing ethnography”. According to Hall, “[This ] will likely prove quite fascinating. In the very unlikely event that you didn’t learn anything new or helpful, carry on with increased confidence in your way”.

    This makes sense to me in all its entirety. And I love that this makes consumer studies so visible. You can only attract participants and do it! You don’t need to make a lot of documentation. This can offer a wealth of knowledge about your customers, and it’ll help you better understand them and what’s going on in their life. That’s exactly what work one is all about: understanding where people are coming from.

    Maybe Spool talks about the importance of basic research and how it really type the bulk of your research. If you can substitute what you’ve heard in the fundamental research by using more customer information that you can obtain, such as surveys or analytics, or to highlight areas that need more research. Together, all this data paints a clearer picture of the state of things and all its shortcomings. And that’s the start of a gripping tale. It’s the point in the plot where you realize that the main characters—or the users in this case—are facing challenges that they need to overcome. This is where you begin to develop empathy for the characters and support their success, much like in movies. And hopefully stakeholders are now doing the same. Their concern may be with their company, which could be losing money because users are unable to complete certain tasks. Or maybe they do empathize with users ‘ struggles. In either case, act one serves as your main strategy to pique the interest and interest of the stakeholders.

    Once stakeholders begin to understand the value of foundational research, that can open doors to more opportunities that involve users in the decision-making process. And that can influence product teams ‘ focus on improving. This benefits everyone—users, the product, and stakeholders. It’s similar to winning an Oscar for a film because it frequently results in a favorable and successful outcome for your product. And this can be an incentive for stakeholders to repeat this process with other products. The secret to this process is storytelling, and knowing how to tell a compelling story is the only way to entice stakeholders to do more research.

    This brings us to act two, where you iteratively evaluate a design or concept to see whether it addresses the issues.

    Act two: conflict

    Act two is all about digging deeper into the problems that you identified in act one. In order to evaluate a potential solution ( such as a design ), you typically conduct directional research, such as usability tests, to see if it addresses the issues you identified. The issues could include unmet needs or problems with a flow or process that’s tripping users up. More problems will come up in the process, much like in the second act of a film. It’s here that you learn more about the characters as they grow and develop through this act.

    According to Jakob Nielsen, five users should be typically in usability tests, which means that this number of users can typically identify the majority of the issues:” You learn less and less as you add more and more users because you will keep seeing the same things over and over again… After the fifth user, you are wasting your time by repeatedly observing the same findings but not learning much new.”

    There are parallels with storytelling here too, if you try to tell a story with too many characters, the plot may get lost. With fewer participants, each user’s struggles will be more memorable and accessible to other parties when presenting the research. This can help convey the issues that need to be addressed while also highlighting the value of doing the research in the first place.

    Usability tests have been conducted in person for decades, but you can also conduct them remotely using software like Microsoft Teams, Zoom, or other teleconferencing software. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You might consider in-person usability tests like attending a play and remote sessions as more of a movie watching experience. There are advantages and disadvantages to each. Usability research in person is a much more extensive experience. Stakeholders can experience the sessions with other stakeholders. Additionally, you’ll also hear their reactions in real-time, including surprises, disagreements, and discussions of what they’re seeing. Much like going to a play, where audiences get to take in the stage, the costumes, the lighting, and the actors ‘ interactions, in-person research lets you see users up close, including their body language, how they interact with the moderator, and how the scene is set up.

    If conducting usability testing in the field is like watching a play that is staged and controlled, where any two sessions may be very different from one another. You can take usability testing into the field by creating a replica of the space where users interact with the product and then conduct your research there. Or you can meet users at their location to conduct your research. With either option, you get to see how things work in context, things come up that wouldn’t have in a lab environment—and conversion can shift in entirely different directions. You have less control over how these sessions end as researchers, but this can occasionally help you understand users even better. Meeting users where they are can provide clues to the external forces that could be affecting how they use your product. In-person usability tests add a level of detail that is frequently absent from remote usability tests.

    That’s not to say that the “movies” —remote sessions—aren’t a good option. A wider audience can be reached through remote sessions. They allow a lot more stakeholders to be involved in the research and to see what’s going on. Additionally, they make access to a much wider user base geographically. But with any remote session there is the potential of time wasted if participants can’t log in or get their microphone working.

    You can ask real users questions to understand their thoughts and understanding of the solution as a result of usability testing, whether it is done remotely or in person. This can help you not only identify problems but also glean why they’re problems in the first place. Additionally, you can test your own hypotheses and determine whether your reasoning is correct. By the end of the sessions, you’ll have a much clearer picture of how usable the designs are and whether they work for their intended purposes. Act two is where the excitement is at the heart of the narrative, but there are also potential surprises. This is equally true of usability tests. Sometimes, participants will say unexpected things that alter the way you look at them, which can lead to unexpected turns in the story.

    Unfortunately, user research is sometimes seen as expendable. Usability testing is frequently the only method of research that some stakeholders believe they ever need, and it’s too frequently the case. In fact, if the designs that you’re evaluating in the usability test aren’t grounded in a solid understanding of your users ( foundational research ), there’s not much to be gained by doing usability testing in the first place. That’s because you’re narrowing down the area of focus on without considering the needs of the users. As a result, there’s no way of knowing whether the designs might solve a problem that users have. In the context of a usability test, it’s just feedback on a particular design.

    On the other hand, if you only do foundational research, while you might have set out to solve the right problem, you won’t know whether the thing that you’re building will actually solve that. This demonstrates the value of conducting both directional and foundational research.

    In act two, stakeholders will—hopefully—get to watch the story unfold in the user sessions, which creates the conflict and tension in the current design by surfacing their highs and lows. And in turn, this can encourage stakeholders to take action on the issues raised.

    Act three: resolution

    The third act is about resolving the issues from the first two acts, while the first two acts are about understanding the background and the tensions that can compel stakeholders to take action. While it’s important to have an audience for the first two acts, it’s crucial that they stick around for the final act. That includes the entire product team, including developers, UX experts, business analysts, delivery managers, product managers, and any other interested parties who have a say in the coming development. It allows the whole team to hear users ‘ feedback together, ask questions, and discuss what’s possible within the project’s constraints. Additionally, it enables the UX design and research teams to clarify, suggest alternatives, or provide more context for their decisions. So you can get everyone on the same page and get agreement on the way forward.

    This act is primarily told through voiceover with some audience participation. The researcher is the narrator, who paints a picture of the issues and what the future of the product could look like given the things that the team has learned. They provide the stakeholders with their suggestions and direction for developing this vision.

    Nancy Duarte in the Harvard Business Review offers an approach to structuring presentations that follow a persuasive story. The most effective presenters” set up a conflict that needs to be resolved” using the same methods as great storytellers, Duarte writes. ” That tension helps them persuade the audience to adopt a new mindset or behave differently”.

    This type of structure aligns well with research results, and particularly results from usability tests. It provides proof for “what is “—the issues you’ve identified. And “what could be “—your recommendations on how to address them. And so forth and forth.

    You can reinforce your recommendations with examples of things that competitors are doing that could address these issues or with examples where competitors are gaining an edge. Or they can be visual, like quick sketches of how a new design could look that solves a problem. These can help generate conversation and momentum. And this continues until the session is over, when you’ve concluded by bridging the gaps and offering suggestions for improvement. This is the part where you reiterate the main themes or problems and what they mean for the product—the denouement of the story. This stage provides stakeholders with the next steps, and hopefully, the motivation to take those steps as well!

    While we are nearly at the end of this story, let’s reflect on the idea that user research is storytelling. The three-act structure of user research contains all the components for a good story:

      Act one: You meet the protagonists ( the users ) and the antagonists ( the problems affecting users ). The plot begins here. In act one, researchers might use methods including contextual inquiry, ethnography, diary studies, surveys, and analytics. These techniques can produce personas, empathy maps, user journeys, and analytics dashboards as output.
      Act two: Next, there’s character development. The protagonists face problems and difficulties, which they must overcome, and there is conflict and tension. In act two, researchers might use methods including usability testing, competitive benchmarking, and heuristics evaluation. Usability findings reports, UX strategy documents, usability guidelines, and best practices can be included in the output of these.
      Act three: The protagonists triumph and you see what a better future looks like. Researchers may use techniques like presentation decks, storytelling, and digital media in act three. The output of these can be: presentation decks, video clips, audio clips, and pictures.

    The researcher plays a variety of roles, including producer, director, and storyteller. The participants have a small role, but they are significant characters ( in the research ). And the audience are the stakeholders. But the most important thing is to get the story right and to use storytelling to tell users ‘ stories through research. By the end, the parties should leave with a goal and an eagerness to address the product’s flaws.

    So the next time that you’re planning research with clients or you’re speaking to stakeholders about research that you’ve done, think about how you can weave in some storytelling. In the end, user research is beneficial for everyone, and all you need to do is pique stakeholders ‘ interest in how the story ends.

  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    Picture this. You’ve joined a squad at your company that’s designing new product features with an emphasis on automation or AI. Or your company has just implemented a personalization engine. Either way, you’re designing with data. Now what? When it comes to designing for personalization, there are many cautionary tales, no overnight successes, and few guides for the perplexed. 

    Between the fantasy of getting it right and the fear of it going wrong—like when we encounter “persofails” in the vein of a company repeatedly imploring everyday consumers to buy additional toilet seats—the personalization gap is real. It’s an especially confounding place to be a digital professional without a map, a compass, or a plan.

    For those of you venturing into personalization, there’s no Lonely Planet and few tour guides because effective personalization is so specific to each organization’s talent, technology, and market position. 

    But you can ensure that your team has packed its bags sensibly.

    There’s a DIY formula to increase your chances for success. At minimum, you’ll defuse your boss’s irrational exuberance. Before the party you’ll need to effectively prepare.

    We call it prepersonalization.

    Behind the music

    Consider Spotify’s DJ feature, which debuted this past year.

    We’re used to seeing the polished final result of a personalization feature. Before the year-end award, the making-of backstory, or the behind-the-scenes victory lap, a personalized feature had to be conceived, budgeted, and prioritized. Before any personalization feature goes live in your product or service, it lives amid a backlog of worthy ideas for expressing customer experiences more dynamically.

    So how do you know where to place your personalization bets? How do you design consistent interactions that won’t trip up users or—worse—breed mistrust? We’ve found that for many budgeted programs to justify their ongoing investments, they first needed one or more workshops to convene key stakeholders and internal customers of the technology. Make yours count.

    ​From Big Tech to fledgling startups, we’ve seen the same evolution up close with our clients. In our experiences with working on small and large personalization efforts, a program’s ultimate track record—and its ability to weather tough questions, work steadily toward shared answers, and organize its design and technology efforts—turns on how effectively these prepersonalization activities play out.

    Time and again, we’ve seen effective workshops separate future success stories from unsuccessful efforts, saving countless time, resources, and collective well-being in the process.

    A personalization practice involves a multiyear effort of testing and feature development. It’s not a switch-flip moment in your tech stack. It’s best managed as a backlog that often evolves through three steps: 

    1. customer experience optimization (CXO, also known as A/B testing or experimentation)
    2. always-on automations (whether rules-based or machine-generated)
    3. mature features or standalone product development (such as Spotify’s DJ experience)

    This is why we created our progressive personalization framework and why we’re field-testing an accompanying deck of cards: we believe that there’s a base grammar, a set of “nouns and verbs” that your organization can use to design experiences that are customized, personalized, or automated. You won’t need these cards. But we strongly recommend that you create something similar, whether that might be digital or physical.

    Set your kitchen timer

    How long does it take to cook up a prepersonalization workshop? The surrounding assessment activities that we recommend including can (and often do) span weeks. For the core workshop, we recommend aiming for two to three days. Here’s a summary of our broader approach along with details on the essential first-day activities.

    The full arc of the wider workshop is threefold:

    1. Kickstart: This sets the terms of engagement as you focus on the opportunity as well as the readiness and drive of your team and your leadership. .
    2. Plan your work: This is the heart of the card-based workshop activities where you specify a plan of attack and the scope of work.
    3. Work your plan: This phase is all about creating a competitive environment for team participants to individually pitch their own pilots that each contain a proof-of-concept project, its business case, and its operating model.

    Give yourself at least a day, split into two large time blocks, to power through a concentrated version of those first two phases.

    Kickstart: Whet your appetite

    We call the first lesson the “landscape of connected experience.” It explores the personalization possibilities in your organization. A connected experience, in our parlance, is any UX requiring the orchestration of multiple systems of record on the backend. This could be a content-management system combined with a marketing-automation platform. It could be a digital-asset manager combined with a customer-data platform.

    Spark conversation by naming consumer examples and business-to-business examples of connected experience interactions that you admire, find familiar, or even dislike. This should cover a representative range of personalization patterns, including automated app-based interactions (such as onboarding sequences or wizards), notifications, and recommenders. We have a catalog of these in the cards. Here’s a list of 142 different interactions to jog your thinking.

    This is all about setting the table. What are the possible paths for the practice in your organization? If you want a broader view, here’s a long-form primer and a strategic framework.

    Assess each example that you discuss for its complexity and the level of effort that you estimate that it would take for your team to deliver that feature (or something similar). In our cards, we divide connected experiences into five levels: functions, features, experiences, complete products, and portfolios. Size your own build here. This will help to focus the conversation on the merits of ongoing investment as well as the gap between what you deliver today and what you want to deliver in the future.

    Next, have your team plot each idea on the following 2×2 grid, which lays out the four enduring arguments for a personalized experience. This is critical because it emphasizes how personalization can not only help your external customers but also affect your own ways of working. It’s also a reminder (which is why we used the word argument earlier) of the broader effort beyond these tactical interventions.

    Each team member should vote on where they see your product or service putting its emphasis. Naturally, you can’t prioritize all of them. The intention here is to flesh out how different departments may view their own upsides to the effort, which can vary from one to the next. Documenting your desired outcomes lets you know how the team internally aligns across representatives from different departments or functional areas.

    The third and final kickstart activity is about naming your personalization gap. Is your customer journey well documented? Will data and privacy compliance be too big of a challenge? Do you have content metadata needs that you have to address? (We’re pretty sure that you do: it’s just a matter of recognizing the relative size of that need and its remedy.) In our cards, we’ve noted a number of program risks, including common team dispositions. Our Detractor card, for example, lists six stakeholder behaviors that hinder progress.

    Effectively collaborating and managing expectations is critical to your success. Consider the potential barriers to your future progress. Press the participants to name specific steps to overcome or mitigate those barriers in your organization. As studies have shown, personalization efforts face many common barriers.

    At this point, you’ve hopefully discussed sample interactions, emphasized a key area of benefit, and flagged key gaps? Good—you’re ready to continue.

    Hit that test kitchen

    Next, let’s look at what you’ll need to bring your personalization recipes to life. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. Their capabilities are sweeping and powerful, and they present broad options for how your organization can conduct its activities. This presents the question: Where do you begin when you’re configuring a connected experience?

    What’s important here is to avoid treating the installed software like it were a dream kitchen from some fantasy remodeling project (as one of our client executives memorably put it). These software engines are more like test kitchens where your team can begin devising, tasting, and refining the snacks and meals that will become a part of your personalization program’s regularly evolving menu.

    The ultimate menu of the prioritized backlog will come together over the course of the workshop. And creating “dishes” is the way that you’ll have individual team stakeholders construct personalized interactions that serve their needs or the needs of others.

    The dishes will come from recipes, and those recipes have set ingredients.

    Verify your ingredients

    Like a good product manager, you’ll make sure—andyou’ll validate with the right stakeholders present—that you have all the ingredients on hand to cook up your desired interaction (or that you can work out what needs to be added to your pantry). These ingredients include the audience that you’re targeting, content and design elements, the context for the interaction, and your measure for how it’ll come together. 

    This isn’t just about discovering requirements. Documenting your personalizations as a series of if-then statements lets the team: 

    1. compare findings toward a unified approach for developing features, not unlike when artists paint with the same palette; 
    2. specify a consistent set of interactions that users find uniform or familiar; 
    3. and develop parity across performance measurements and key performance indicators too. 

    This helps you streamline your designs and your technical efforts while you deliver a shared palette of core motifs of your personalized or automated experience.

    Compose your recipe

    What ingredients are important to you? Think of a who-what-when-why construct

    • Who are your key audience segments or groups?
    • What kind of content will you give them, in what design elements, and under what circumstances?
    • And for which business and user benefits?

    We first developed these cards and card categories five years ago. We regularly play-test their fit with conference audiences and clients. And we still encounter new possibilities. But they all follow an underlying who-what-when-why logic.

    Here are three examples for a subscription-based reading app, which you can generally follow along with right to left in the cards in the accompanying photo below. 

    1. Nurture personalization: When a guest or an unknown visitor interacts with  a product title, a banner or alert bar appears that makes it easier for them to encounter a related title they may want to read, saving them time.
    2. Welcome automation: When there’s a newly registered user, an email is generated to call out the breadth of the content catalog and to make them a happier subscriber.
    3. Winback automation: Before their subscription lapses or after a recent failed renewal, a user is sent an email that gives them a promotional offer to suggest that they reconsider renewing or to remind them to renew.

    A useful preworkshop activity may be to think through a first draft of what these cards might be for your organization, although we’ve also found that this process sometimes flows best through cocreating the recipes themselves. Start with a set of blank cards, and begin labeling and grouping them through the design process, eventually distilling them to a refined subset of highly useful candidate cards.

    You can think of the later stages of the workshop as moving from recipes toward a cookbook in focus—like a more nuanced customer-journey mapping. Individual “cooks” will pitch their recipes to the team, using a common jobs-to-be-done format so that measurability and results are baked in, and from there, the resulting collection will be prioritized for finished design and delivery to production.

    Better kitchens require better architecture

    Simplifying a customer experience is a complicated effort for those who are inside delivering it. Beware anyone who says otherwise. With that being said,  “Complicated problems can be hard to solve, but they are addressable with rules and recipes.”

    When personalization becomes a laugh line, it’s because a team is overfitting: they aren’t designing with their best data. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. Your AI’s output quality, for example, is indeed limited by your IA. Spotify’s poster-child prowess today was unfathomable before they acquired a seemingly modest metadata startup that now powers its underlying information architecture.

    You can definitely stand the heat…

    Personalization technology opens a doorway into a confounding ocean of possible designs. Only a disciplined and highly collaborative approach will bring about the necessary focus and intention to succeed. So banish the dream kitchen. Instead, hit the test kitchen to save time, preserve job satisfaction and security, and safely dispense with the fanciful ideas that originate upstairs of the doers in your organization. There are meals to serve and mouths to feed.

    This workshop framework gives you a fighting shot at lasting success as well as sound beginnings. Wiring up your information layer isn’t an overnight affair. But if you use the same cookbook and shared recipes, you’ll have solid footing for success. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

    While there are associated costs toward investing in this kind of technology and product design, your ability to size up and confront your unique situation and your digital capabilities is time well spent. Don’t squander it. The proof, as they say, is in the pudding.

  • The Wax and the Wane of the Web

    The Wax and the Wane of the Web

    When you begin to believe you have all figured out, everyone does change, in my opinion. Simply as you start to get the hang of injections, diapers, and ordinary sleep, it’s time for solid foods, potty training, and nighttime sleep. When those are determined, school and occasional naps are in order. The cycle goes on and on.

    The same holds true for those of us who are currently employed in design and development. Having worked on the web for about three years at this point, I’ve seen the typical wax and wane of concepts, strategies, and systems. Every day we as developers and designers get into a routine pattern, a brand-new concept or technology emerges to shake things up and completely alter our planet.

    How we got below

    I built my first website in the mid-’90s. Design and development on the web back then was a free-for-all, with few established norms. For any layout aside from a single column, we used table elements, often with empty cells containing a single pixel spacer GIF to add empty space. We styled text with numerous font tags, nesting the tags every time we wanted to vary the font style. And we had only three or four typefaces to choose from: Arial, Courier, or Times New Roman. When Verdana and Georgia came out in 1996, we rejoiced because our options had nearly doubled. The only safe colors to choose from were the 216 “web safe” colors known to work across platforms. The few interactive elements (like contact forms, guest books, and counters) were mostly powered by CGI scripts (predominantly written in Perl at the time). Achieving any kind of unique look involved a pile of hacks all the way down. Interaction was often limited to specific pages in a site.

    online standards were born.

    At the turn of the century, a new cycle started. Crufty code littered with table layouts and font tags waned, and a push for web standards waxed. Newer technologies like CSS got more widespread adoption by browsers makers, developers, and designers. This shift toward standards didn’t happen accidentally or overnight. It took active engagement between the W3C and browser vendors and heavy evangelism from folks like the Web Standards Project to build standards. A List Apart and books like Designing with Web Standards by Jeffrey Zeldman played key roles in teaching developers and designers why standards are important, how to implement them, and how to sell them to their organizations. And approaches like progressive enhancement introduced the idea that content should be available for all browsers—with additional enhancements available for more advanced browsers. Meanwhile, sites like the CSS Zen Garden showcased just how powerful and versatile CSS can be when combined with a solid semantic HTML structure.

    Server-side language like PHP, Java, and.NET took Perl as the primary back-end computers, and the cgi-bin was tossed in the garbage bin. The first age of internet programs started with content-management systems (especially those used in blogs like Blogger, Grey Matter, Movable Type, and WordPress ), with these better server-side equipment. In the mid-2000s, AJAX opened gates for sequential interaction between the front end and back close. Pages was now revise their content without having to reload. A grain of Script frameworks like Prototype, YUI, and ruby arose to aid developers develop more credible client-side interaction across browsers that had wildly varying levels of standards support. Techniques like image replacement enable the use of fonts by skilled designers and developers. And technologies like Flash made it possible to add animations, games, and even more interactivity.

    The industry was reenergized by these new tools, standards, and methods in many ways. Web design flourished as designers and developers explored more diverse styles and layouts. However, we still relied heavily on hacks. Early CSS was a huge improvement over table-based layouts when it came to basic layout and text styling, but its limitations at the time meant that designers and developers still relied heavily on images for complex shapes ( such as rounded or angled corners ) and tiled backgrounds for the appearance of full-length columns (among other hacks ). All kinds of nested floats or absolute positioning ( or both ) were necessary for complicated layouts. Flash and image replacement for custom fonts was a great start toward varying the typefaces from the big five, but both hacks introduced accessibility and performance problems. And JavaScript libraries made it simple for anyone to add a dash of interaction to pages, even at the expense of double, even quadrupling, the download size of basic websites.

    The web as software platform

    The front-end and back-end symbiosis continued to improve, leading to the development of the modern web application. Between expanded server-side programming languages ( which kept growing to include Ruby, Python, Go, and others ) and newer front-end tools like React, Vue, and Angular, we could build fully capable software on the web. Along with these tools, there were additional options, such as shared package libraries, build automation, and collaborative version control. What was once primarily an environment for linked documents became a realm of infinite possibilities.

    Mobile devices increased in their capabilities as well, and they gave us access to the internet while we were traveling. Mobile apps and responsive design opened up opportunities for new interactions anywhere and any time.

    This fusion of potent mobile devices and potent development tools contributed to the growth of social media and other centralized tools for people to use and interact with. As it became easier and more common to connect with others directly on Twitter, Facebook, and even Slack, the desire for hosted personal sites waned. Social media provided connections on a global scale, with both the positive and negative effects.

    Want a much more extensive history of how we got here, with some other takes on ways that we can improve? ” Of Time and the Web” was written by Jeremy Keith. Or check out the” Web Design History Timeline” at the Web Design Museum. A fun tour of” Internet Artifacts” is also available from Neal Agarwal.

    Where we are now

    It seems like we’ve reached yet another significant turning point in recent years. As social-media platforms fracture and wane, there’s been a growing interest in owning our own content again. There are many different ways to create websites, from the tried-and-true classic of hosting plain HTML files to static site generators to content management systems of all kinds. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. Webmentions, RSS, ActivityPub, and other IndieWeb tools can be useful in this regard, but they’re still largely underdeveloped and difficult to use for the less geeky. We can build amazing personal websites and add to them regularly, but without discovery and connection, it can sometimes feel like we may as well be shouting into the void.

    Browser support for standards like web components like CSS, JavaScript, and other standards has increased, particularly with efforts like Interop. New technologies gain support across the board in a fraction of the time that they used to. When I first learn about a new feature, I frequently discover that its coverage is already over 80 % when I check the browser support. Nowadays, the barrier to using newer techniques often isn’t browser support but simply the limits of how quickly designers and developers can learn what’s available and how to adopt it.

    We can now prototype almost any idea with just a few commands and a few lines of code. All the tools that we now have available make it easier than ever to start something new. However, as the initial cost of these frameworks may be saved in the beginning, it eventually becomes due as their upkeep and maintenance becomes a component of our technical debt.

    If we rely on third-party frameworks, adopting new standards can sometimes take longer since we may have to wait for those frameworks to adopt those standards. These frameworks, which previously made it easier to adopt new techniques sooner, have since evolved into obstacles. These same frameworks often come with performance costs too, forcing users to wait for scripts to load before they can read or interact with pages. And frequently, when scripts fail ( whether due to poor code, network problems, or other environmental factors ), users are left with blank or broken pages.

    Where do we go from here?

    Hacks of today help to shape standards for tomorrow. And there’s nothing inherently wrong with embracing hacks —for now—to move the present forward. Problems only arise when we refuse to acknowledge that they are hacks or when we choose not to replace them. So what can we do to create the future we want for the web?

    Build for the long haul. Optimize for performance, for accessibility, and for the user. weigh the costs associated with those user-friendly tools. They may make your job a little easier today, but how do they affect everything else? What does each user pay? To future developers? to the adoption of standards? Sometimes the convenience may be worth it. Sometimes it’s just a hack that you’ve gotten used to. And sometimes it’s holding you back from even better options.

    Start with the basics. Standards continue to evolve over time, but browsers have done a remarkably good job of continuing to support older standards. The same holds true for third-party frameworks, though. Sites built with even the hackiest of HTML from the’ 90s still work just fine today. Even after a few years, the same can’t be said about websites created with frameworks.

    Design with care. Consider the effects of each choice, whether it is your craft, which is code, pixels, or processes. The convenience of many a modern tool comes at the cost of not always understanding the underlying decisions that have led to its design and not always considering the impact that those decisions can have. Use the time saved by modern tools to consider more carefully and design with consideration rather than rush to “move fast and break things”

    Always be learning. If you constantly learn, you also develop. Sometimes it may be hard to pinpoint what’s worth learning and what’s just today’s hack. Even if you were to concentrate solely on learning standards, you might end up focusing on something that won’t matter next year. ( Remember XHTML? ) However, ongoing learning opens up new connections in your brain, and the techniques you learn in one day may be used to guide different experiments in the future.

    Play, experiment, and be weird! The ultimate experiment is this web that we’ve created. It’s the single largest human endeavor in history, and yet each of us can create our own pocket within it. Be brave and make new friends. Build a playground for ideas. In your own bizarre science lab, conduct absurd experiments. Start your own small business. There has never been a place where we have more room to be creative, take risks, and discover our potential.

    Share and amplify. Share what you think has worked for you as you experiment, play, and learn. Write on your own website, post on whichever social media site you prefer, or shout it from a TikTok. Write something for A List Apart! But take the time to amplify others too: find new voices, learn from them, and share what they’ve taught you.

    Go ahead and create a masterpiece.

    As designers and developers for the web ( and beyond ), we’re responsible for building the future every day, whether that may take the shape of personal websites, social media tools used by billions, or anything in between. Let’s incorporate our values into the products we produce, and let’s improve the world for everyone. Create that thing that only you are uniquely qualified to make. Then, share it, improve it, re-create it, or create something new. Learn. Make. Share. Grow. Rinse and repeat. Everything will change whenever you believe you have the ability to use the internet.

  • Opportunities for AI in Accessibility

    Opportunities for AI in Accessibility

    I thoroughly enjoyed reading Joe Dolson’s most recent article on the crossroads of AI and mobility because of how skeptical he is of AI in general and how many people have been using it. In fact, I’m very skeptical of AI myself, despite my role at Microsoft as an accessibility technology strategist who helps manage the AI for Accessibility award program. AI can be used in quite creative, inclusive, and accessible ways, as well as harmful, exclusive, and harmful ways, just like with any tool. Additionally, there are a lot of uses in the subpar center.

    I’d like you to consider this a “yes … and” piece to complement Joe’s post. Instead of refuting everything he’s saying, I’m pointing out some areas where AI may make real, positive impacts on people with disabilities. To be clear, I’m not saying that there aren’t real challenges or pressing problems with AI that need to be addressed; there are, and we’ve needed to address them, like, yesterday; instead, I want to take a moment to talk about what’s possible so that we can find it one day.

    Other words

    Joe’s article spends a lot of time examining how computer vision versions can create other words. He raises a lot of legitimate points regarding the state of the world right now. And while computer-vision concepts continue to improve in the quality and complexity of information in their information, their benefits aren’t wonderful. He argues to be accurate that the state of image research is currently very poor, especially for some graphic types, in large part due to the absence of contextual contexts in which to look at images ( as a result of having separate “foundation” models for words analysis and image analysis ). Today’s models aren’t trained to distinguish between images that are contextually relevant ( should probably have descriptions ) and those that are purely decorative ( couldn’t possibly need a description ) either. However, I still think there’s possible in this area.

    As Joe points out, alt text publishing via human-in-the-loop should be a given. And if AI can intervene and provide a starting point for alt text, even if the quick reads,” What is this BS?” That’s not correct at all … Let me try to offer a starting point— I think that’s a gain.

    If we can specifically teach a design to consider image usage in context, it might be able to help us more swiftly distinguish between images that are likely to be attractive and those that are more descriptive. That will clarify which situations require image descriptions, and it will increase authors ‘ effectiveness in making their sites more visible.

    While complex images—like graphs and charts—are challenging to describe in any sort of succinct way ( even for humans ), the image example shared in the GPT4 announcement points to an interesting opportunity as well. Let’s say you came across a map that was simply the description of the chart’s name and the type of representation it was: Pie map comparing smartphone usage to have phone usage in US households earning under$ 30, 000 annually. ( That would be a pretty bad alt text for a chart because it frequently leaves many unanswered questions about the data, but let’s just assume that was the description in place. ) If your website knew that that picture was a pie graph ( because an ship model concluded this ), imagine a world where people could ask questions like these about the creative:

    • Are there more smartphone users than have phones?
    • How many more are there?
    • Is there a group of people that don’t fall into either of these pots?
    • How many people are that?

    For a moment, the chance to learn more about images and data in this way may be innovative for people with low vision and blindness as well as for those with different forms of color blindness, mental disabilities, and other issues. It could also be helpful in education settings to help people who can see these figures, as is, to understand the data in the figures.

    What if you could request your website to make a complicated map simpler? What if you asked it to separate a single line from a range curve? What if you could request your website to transform the colors of the various ranges to work better for type of colour blindness you have? What if you asked it to switch colours in favor of habits? That seems like a chance given the chat-based interface and our current ability to manipulate photos in today’s AI equipment.

    Now imagine a purpose-built unit that was extract the information from that table and turn it to another style. For instance, it might be able to convert that pie chart (or, better yet, a number of pie charts ) into more usable ( and useful ) formats, like spreadsheets. That would be incredible!

    Matching techniques

    When Safiya Umoja Noble chose to write her reserve Algorithms of Oppression, she hit the nail on the head. Although her book focused on the way that search engines can foster racism, I believe it’s equally true that all machine types have the potential to foster issue, prejudice, and hatred. Whether it’s Twitter always showing you the latest tweet from a bored billionaire, YouTube sending us into a Q-hole, or Instagram warping our ideas of what natural bodies look like, we know that poorly authored and maintained algorithms are incredibly harmful. A large portion of this is attributable to the lack of diversity in those who create and shape them. However, when these platforms are built with inclusive features in mind, there is real potential for algorithm development to help people with disabilities.

    Take Mentra, for example. They serve as a network of employment for people who are neurodivers. They match job seekers with potential employers using an algorithm based on more than 75 data points. On the job-seeker side of things, it considers each candidate’s strengths, their necessary and preferred workplace accommodations, environmental sensitivities, and so on. It takes into account the workplace, the communication environment, and other factors. Mentra made the decision to change the script when it came to traditional employment websites because it was run by neurodivergent people. They use their algorithm to propose available candidates to companies, who can then connect with job seekers that they are interested in, reducing the emotional and physical labor on the job-seeker side of things.

    When more people with disabilities are involved in the development of algorithms, this can lower the likelihood that these algorithms will harm their communities. Diverse teams are crucial because of this.

    Imagine that a social media company’s recommendation engine was tuned to analyze who you’re following and if it was tuned to prioritize follow recommendations for people who talked about similar things but who were different in some key ways from your existing sphere of influence. For instance, if you were to follow a group of non-disabled white male academics who talk about AI, it might be advisable to follow those who are disabled, aren’t white, or aren’t men who also talk about AI. If you followed its recommendations, you might learn more about what’s happening in the AI field. These same systems should also use their understanding of biases about particular communities—including, for instance, the disability community—to make sure that they aren’t recommending any of their users follow accounts that perpetuate biases against (or, worse, spewing hate toward ) those groups.

    Other ways that AI can assist people with disabilities

    I’m sure I could go on and on about using AI to assist people with disabilities, but I’m going to make this last section into a bit of a lightning round. In no particular order:

      Voice preservation You may be aware of the voice-prescribing options from Microsoft, Acapela, or others, or you may have seen the announcement for VALL-E or Apple’s Global Accessibility Awareness Day. It’s possible to train an AI model to replicate your voice, which can be a tremendous boon for people who have ALS ( Lou Gehrig’s disease ) or motor-neuron disease or other medical conditions that can lead to an inability to talk. This technology can also be used to create audio deepfakes, so we need to approach it responsibly, but the technology has truly transformative potential.
    • voice recognition Researchers like those in the Speech Accessibility Project are paying people with disabilities for their help in collecting recordings of people with atypical speech. As I type, they are currently hiring people with Parkinson’s and related conditions, and they intend to expand this list as the project develops. More people with disabilities will be able to use voice assistants, dictation software, and voice-response services, as well as to use only their voices to control computers and other devices, according to this research.
    • Text transformation. The most recent generation of LLMs is capable of altering already-existing text without giving off hallucinations. This is incredibly empowering for those who have cognitive disabilities and who may benefit from text summaries, simplified versions, or even text that has been prepared for Bionic Reading.

    The importance of diverse teams and data

    Our differences must be acknowledged as important. The intersections of the identities we exist in have an impact on our lived experiences. These lived experiences—with all their complexities ( and joys and pain ) —are valuable inputs to the software, services, and societies that we shape. Our differences must be reflected in the data we use to develop new models, and those who provide that valuable information must be compensated for doing so. Stronger models can be created using inclusive data sets, which lead to more equitable outcomes.

    Want a model that doesn’t demean or patronize or objectify people with disabilities? Make sure that you include information about disabilities that has been written by people with a variety of disabilities in the training data.

    Want a non-binary language model? You may be able to use existing data sets to build a filter that can intercept and remediate ableist language before it reaches readers. Despite this, AI models won’t soon replace human copy editors when it comes to sensitivity reading.

    Want a copilot for coding that provides recommendations that are accessible after the jump? Train it on code that you know to be accessible.


    I have no doubts about how dangerous AI will be for people today, tomorrow, and for the rest of the world. However, I also think we should acknowledge this and make thoughtful, thoughtful, and intentional changes to our approaches to AI that will reduce harm over time as well. Today, tomorrow, and well into the future.


    Many thanks to Kartik Sawhney for supporting the development of this article, Ashley Bischoff for providing me with invaluable editorial support, and of course, Joe Dolson for the prompt.

  • I am a creative.

    I am a creative.

    I have a creative side. What I do involves science. It is a secret. I prefer to let it be done through me rather than through me.

    I have a creative side. Certainly all aspiring artists approve of this brand. Not everyone see themselves in this manner. Some innovative people practice technology in their work. I honor their assertion, which is true. Perhaps I have a little bit of fear for them. However, my being and approach are different.

    It distracts one to apologize and qualify in progress. That’s what my head does to destroy me. I’ll leave it alone for today. I may regret and then qualify. After I’ve said what I should have. Which is too difficult.

    Except when it is simple and flows like a wine valley.

    Sometimes it does. Maybe what I need to make arrives right away. I’ve learned to avoid saying it right away because they think you don’t work hard enough when you realize that sometimes the plan just comes along and it is the best plan and you know it is the best idea.

    Sometimes I just work until the plan strikes me. Maybe it arrives right away and I don’t remind people for three weeks. Sometimes I blurt out the plan so quickly that I didn’t stop myself. like a child who discovered a prize in a box of Cracker Jacks. I occasionally manage to escape this. Yes, that is the best idea, but often others disagree. They don’t usually, and I regret losing my joy.

    Passion should be saved for the meeting, where it will matter. not the informal gathering that two different gatherings precede that meeting. Nothing understands why we hold these gatherings. We keep saying we’re going to get rid of them, but we end up really trying to. They occasionally yet excel. But occasionally they are a hindrance to the real job. Depending on what you do and where you do it, the ratio between when conferences are valuable and when they are a sad distraction vary. And who you are and how you go about doing it. Suddenly, I digress. I have a creative side. That is the topic.

    Sometimes, despite many hours of diligent effort, someone is hardly useful. Maybe I have to take that and move on to the next task.

    Don’t inquire about the procedure. I have a creative side.

    I have a creative side. I have no power over my goals. And I have no power over my best tips.

    I may hammer away and often find it useful to surround myself with images or information. I can go for a move, which occasionally works. There is no connection between sizzling fuel and flowing pots, and I may be making dinner. I frequently know what to do when I awaken. The idea that may have saved me disappears almost as frequently as I become aware and a part of the world once more as a senseless wind of oblivion. For inventiveness, in my opinion, originates in that other world. The one that we enter in goals, and possibly before and after death. But authors should be asking this, and I am not a writer. I have a creative side. Theologians should circulate mass armies throughout their artistic globe, which they claim to be true. But that is yet another diversion. And a miserable one. Possibly on a much bigger issue than whether or not I am creative. But that’s not how I came around, though.

    Often the result is evasion. And suffering. Do you know the actor who is tortured by the cliché? Even when the artist attempts to create a soft drink song, a callback in a worn-out sitcom, or a budget request, that noun is correct.

    Some individuals who detest being called artistic perhaps been closeted artists, but that’s between them and their gods. No offence here, that’s meant. Your assertions are also accurate. But I should take care of me.

    Designers acknowledge their work.

    Negatives are aware of cons, just like queers are aware of queers, just like real rappers are aware of true rappers. Artists are highly revered by people in the world. We revere, follow, and almost deify the great types. Of course, it is dreadful to revere any person. We’ve been given a warning. We are more knowledgeable. We are aware of this. Because they are clay, like us, they squabble, they are unhappy, they regret making the most important decisions, they are weak and hungry, they can be cruel, and they can be as ridiculous as we can. But. But. However, they produce something incredible. They give birth to something that may not exist without them and did not exist before them. They are thought’s founders. And since it’s only lying there, I suppose I should add that they are the inventor’s mother. Ba ho backside! Okay, that’s all said and done. Continue.

    Because we compare our personal small accomplishments to those of the great ones, artists denigrate our own. Wonderful graphics I‘m not Miyazaki, though. Greatness is then that. That is glory straight out of the mouth of God. This meagre much creation that I made? It essentially fell off the turnip truck’s again. And the carrots weren’t actually new.

    Designers is aware that they are at best Salieri. That is what Mozart’s artists do, also.

    I have a creative side. In my hallucinations, my previous artistic managers are the ones who judge me because I haven’t worked in advertising in 30 times. They are correct to do that. When it really matters, my brain goes flat because I am too lazy and complacent. There is no treatment for artistic mania.

    I have a creative side. Every project I create has a goal that makes Indiana Jones appear to be a retiree snoring in a balcony head. The more I pursue my creative endeavors, the faster I progress in my work, and the more I slog through lines and gaze blankly before beginning that task.

    I can move ten times more quickly than those who aren’t imaginative, those who have just been creative for a short while, and those who have just had a short time of creative work. Only that I spend twice as long as they do putting the job off before I work ten times as quickly as they do. When I put my mind to it, I am so confident in my ability to do a great career. I have an addiction to the delay rush. I also have a fear of the climb.

    I don’t create art.

    I have a creative side. hardly a musician. Though as a boy, I had a dream that I would one day become that. Some of us criticize our abilities and like our own accomplishments because we are not Michelangelos and Warhols. That is narcissism, but at least we aren’t in elections.

    I have a creative side. Despite my belief in reason and science, I make decisions based on my own senses and instincts. and survive in the aftermath of both the triumphs and disasters.

    I have a creative side. Every word I’ve said these may irritate another artists who see things differently. Ask a question to two designers, and you’ll find three responses. No matter how we does think about it, our debate, our passion for it, and our responsibility to our own truth, at least in my opinion, are the best indications that we are creative.

    I have a creative side. I lament my lack of taste in almost all of the areas of human understanding, which I know very little about. And I put my taste before all other things in the areas that are most dear to my soul, or perhaps more precisely, to my passions. Without my addictions, I’d probably have to spend the majority of our time looking ourselves in the eye, which is something that almost none of us can do for very long. No seriously. No actually. Because so much in existence is intolerable if you really look at it.

    I have a creative side. I think that when I leave, a small portion of me will stay in someone else’s head, just like a family does.

    Working frees me from worrying about my job.

    I have a creative side. I fear that my little product will disappear.

    I have a creative side. I’m too busy making the next thing to devote too much time to it, especially since practically everything I create did achieve the level of success I conceive of.

    I have a creative side. I think that method is the greatest secret. I think so strongly that I am actually foolish enough to post an essay I wrote into a tiny machine without having to go through or edit it. I swear I didn’t do this frequently. But I did it right away because I was even more frightened of forgetting what I was saying because I was afraid of you seeing through my sad gestures toward the beautiful.

    There. I believe I’ve said it.

  • From SEO to AEO: Todd Sawicki Reveals How AI Is Transforming Search

    From SEO to AEO: Todd Sawicki Reveals How AI Is Transforming Search

    From SEO to AEO: Todd Sawicki Reveals How AI Is Transforming Search written by John Jantsch read more at Duct Tape Marketing

    Listen to the full episode: Overview On this episode of the Duct Tape Marketing Podcast, John Jantsch interviews Todd Sawicki, founder and CEO of Gumshoe AI, a cutting-edge platform helping marketers navigate the rapidly evolving world of AI-driven search and discovery. Todd breaks down what AIO, AEO, and AI search really mean for marketers, why […]

    From SEO to AEO: Todd Sawicki Reveals How AI Is Transforming Search written by John Jantsch read more at Duct Tape Marketing

    Listen to the full episode:

    Todd Sawicki (1)Overview

    On this episode of the Duct Tape Marketing Podcast, John Jantsch interviews Todd Sawicki, founder and CEO of Gumshoe AI, a cutting-edge platform helping marketers navigate the rapidly evolving world of AI-driven search and discovery. Todd breaks down what AIO, AEO, and AI search really mean for marketers, why buyer behavior is shifting, and how brands can optimize for the new era where large language models (LLMs) drive discovery, answers, and conversions. If you’re looking for practical ways to future-proof your SEO and content marketing, this episode is packed with actionable insights and big-picture context.

    About the Guest

    Todd Sawicki is the founder and CEO of Gumshoe AI, a platform at the forefront of AI-driven search and discovery solutions. With a deep background in digital media, marketing technology, and scaling startups, Todd is a sought-after voice on the future of search, LLM optimization, and how marketers can adapt as buyer behavior and search platforms are transformed by AI.

    Actionable Insights

    • AI-driven search (AIO, AEO) is fundamentally changing how buyers search, what they expect, and how marketers must optimize—think “training the AI salesperson” rather than just ranking on Google.
    • LLMs (like ChatGPT, Perplexity, and Google AI Overviews) are increasingly personalizing answers, using your site’s content, FAQs, product detail pages, and structured data to deliver tailored recommendations.
    • AI search users are high-intent and convert at dramatically higher rates—often 2–20x higher than traditional organic or paid search—because they are pre-qualified and further down the funnel.
    • Content quality, structure, and freshness matter more than ever; LLMs reward authoritative, updated, and well-organized information, not just what’s most popular or backlinked.
    • Updating and repurposing existing content (especially with FAQs, schema, and summaries) is critical—LLMs cite content that has been updated within the last 90 days.
    • Competitive insights and personas are key: Tools like Gumshoe can reveal what LLMs say about you, your competitors, and which personas they surface—providing messaging ideas and identifying areas to improve.
    • Focus on high-intent, conversion-focused queries (not just top-of-funnel trends) and use AI insights to build better ad campaigns, content, and product positioning.
    • Track, measure, and iterate: AI traffic is growing fast—use analytics to see where it’s coming from, how it performs, and how your optimizations are working.

    Great Moments (with Timestamps)

    • 01:31 – The Rise of AI Search and Zero-Click Experiences
      How AI-driven search is changing user expectations, buyer behavior, and marketing priorities.
    • 03:21 – Why Buyer Behavior Matters More Than Technology
      Users are asking longer, more complex, and more high-intent questions, and expect personalized answers.
    • 05:18 – The Value of AI Traffic
      Why visitors from AI answers convert at much higher rates—and what marketers should do about it.
    • 06:49 – Training the AI Salesperson
      How to “teach” LLMs about your product, and why product marketing and messaging matter more than old-school SEO tactics.
    • 08:30 – What Content Do LLMs Prefer?
      Brand websites, FAQs, knowledge bases, and structured content are the top sources cited by AI.
    • 09:52 – Why Doing Content Right Pays Off
      How years of quality content and structure are finally being rewarded by AI-driven platforms.
    • 12:26 – Content Freshness, Updates, and Repurposing
      The average AI-cited content is only 86 days old—updating and repurposing is critical for ongoing visibility.
    • 14:42 – How Gumshoe AI Works
      Using personas, synthetic users, and competitive insights to see what LLMs are saying about your business—and what to do next.
    • 20:38 – The Future of High-Intent Search
      Marketers must focus on conversion-ready, long-tail queries and position for the new funnel managed by AI.

    Insights

    “AI-driven search means you have to train the AI like you’d train a salesperson—answer objections, provide detailed info, and position your product for each persona.”

    “Content quality, structure, and freshness are the new currency—LLMs reward the right answers, not just the most popular ones.”

    “Focus on high-intent, conversion-ready queries—AI search gets users further down the funnel, and marketers need to adapt their messaging and content to win.”

    “Analytics prove it: AI-driven visitors stay longer and convert more. Optimize now and track what’s working as AI’s role in discovery grows.”

    “Competitive intelligence and persona insights are critical—know what LLMs say about you and your competitors to improve your messaging and positioning.”

    John Jantsch (00:02.52)

    Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and my guest today is Todd Sawicki. He’s the founder and CEO of Gum Shoe AI, an innovative platform at the forefront of AI-driven search and discovery solutions. With a background in digital media marketing technology and leading high-growth startups, Todd is known for his deep insight into changing landscape of search. We’re going to talk about SEO, we’re going to talk about AIO, AEO, all the

    Other rows that are out there.

    Todd Sawicki (00:33.81)

    As long as we don’t call it GEO, what, you can tell the person who came up with that had no background in marketing because I’m sorry, the minute I’ve been in the paid landscape, the minute you see the letters GEO, you instantly think of geo targeting, hello people, the last thing we wanna do is make anything more confusing than it might otherwise be. So, my little soapbox for today.

    John Jantsch (00:48.622)

    Sure,

    John Jantsch (00:54.86)

    And so with that, with that Todd’s on the show. So welcome Todd. So let’s, mean, I kind of laid that out a little bit. You know, you’ve created a tool that is really taking advantage of some of the changes that are going on in marketing today, especially around search. So maybe give a high level kind of in your view, let’s start with the basics. All this stuff we’re hearing about.

    Todd Sawicki (01:10.609)

    Yes.

    John Jantsch (01:21.41)

    GEO for one, AIO, AIO, know, all those kinds of things. I mean, what does it all really boil down to for the typical marketer or typical business?

    Todd Sawicki (01:31.374)

    It is a it is a good question. So I think we all woke up a year ago. And with the rise of zero click searches with AI mode in Google search taking off, and we began to see Google traffic starting to decline. And at the same time, if anyone was sort of looking at their, like GA four analytics or whatever they’re using, they started to see, look, I’m getting this new basket of traffic from chat, tbt and others. And so AI

    John Jantsch (01:50.478)

    Mm-hmm.

    Todd Sawicki (01:58.706)

    and sort of looking at that. so the AI search is taking off. And so as a marketer, suddenly you had to start paying to this attention, this new thing called AI search. And so fundamentally, we look at it as, you know, marketers want to understand what the hell are LMS saying about me. And then from a product standpoint, we like to say yes, we help marketers understand what LMS think about them and their brands, and ultimately what to do about it. And I think that’s one of the interesting things is there’s a lot more you can do about it, because AI search is a

    fundamentally different platform and approach than traditional search and really in many ways I think a search is solving a lot of the problems we’ve been complaints as end users we’ve had about traditional search and then there’s downstream applications for marketers and how to think about how you work with those platforms as a result.

    John Jantsch (02:45.262)

    Well, and I think you’re hitting on one of the things that I try to get people to understand. Everybody always goes, oh, we’ve got these new platforms. Um, but what they fail sometimes to recognize is that the buyer behavior is changing because of these new platforms and how people, what their expectations are, how they now go to, even to Google. mean, I’m seeing people do this. We used to put it in these nice little compact searches. Well, I’m seeing people put in these very long searches now, very high intent, you know, very filtered almost because they know they can get AI overviews and things. And I think that.

    Todd Sawicki (02:57.202)

    Correct.

    Todd Sawicki (03:09.039)

    Exactly.

    John Jantsch (03:15.222)

    change is really what we really need to adjust to, right? It’s not necessarily the technology, is it?

    Todd Sawicki (03:21.778)

    I agree users have fundamentally changed and you probably hear this even anecdotally amongst your friend sets. Like you start kind of experimenting with chat tpt or perplexity or whatever it is and you’re like you ask it a real deep question that you know is very frustrating to get answered in traditional search and you would have to click through 10 things and it was just a pain in the ass and took a lot of time and where now you get a pretty good answer most of the time right away and it fundamentally changes the experience. I mean we’re seeing dramatic thing changes especially in complex areas like b2b type searches.

    It’s a great use case when you’re researching very technical things. You’re researching like more long tail areas for traditional search work wonderfully in the world of AI. And I think the other thing that traditional search really did a poor job of, and it really shows up in AI search is AI search does a phenomenal job of personalizing its answers for you. And that is one of the things that

    in even in terms of our own product and platform, but the implications of that are very interesting. And so as an end user rate, would you imagine think of the LM as you walk into a shoe store, and there’s a wall of 500 pairs of shoes behind that salesperson as you walk in, and the LM is the salesperson. And so you’re trying to know what’s the right pair of shoes? Well, Google you do it doesn’t really ever answer I need a new pair of shoes, you would never like Google just would struggle with that. But with

    John Jantsch (04:43.488)

    Or give you the most popular shoes or whatever.

    Todd Sawicki (04:45.488)

    Or give you the most popular one. Exactly. Just give you the most popular one. But the LLMs are really trying to understand, are you a runner? Are you a hiker? you have an account, you register, they’re building profiles of you, interestingly enough. Right? The minute you put your email in, it knows where you work. It knows what you’re affiliated with. And so as a result, your users are seeing that there really, there’s a value for that relationship between you and the LLMs. It learns more about who you are. It discovers things. It’s trying to personalize the answers. And so it therefore can give you a better answer and really help you in a way that

    Traditional search never quite got to.

    John Jantsch (05:18.252)

    You know, and one of things that I get business owners pretty excited about, because a lot of them are going, is all hype or like, don’t, you know, do I got to really do this or am I really going to get AI traffic or not get AI traffic? So all these questions and all I do is show them analytics. and I am able to demonstrate that to them, the people who come from AI stay on your site 10 times longer and convert seven times more than your paid ads, more than your organic traffic. And a lot of that, think is just what you talked about because.

    Todd Sawicki (05:43.602)

    Yup.

    John Jantsch (05:47.5)

    they are doing the filtering themselves. And if they get to your website, it’s because you had what they wanted. Right.

    Todd Sawicki (05:51.258)

    Exactly. They’re pre-qualified. Right. No, and we’re seeing stats on the B to C. We typically see a little bit less than seven X, probably more in the range of kind of two to five X increased conversions on the B to B side. We’re seeing increased conversion rates up to like 20 X better. Cause again, they’re down the funnel. Cause right. When I think about, you think of from a marketer standpoint, let’s think about the classic marketing funnel. There’s discovery, then consideration, then conversion.

    Google managed discovery and then handed you off to websites to manage consideration like your own website some third-party writer whatever it might be but AI is trying to do not just discovery but manage through the Q &A process consideration as well and then hand that user off for conversion and So that’s why you see these higher conversion rates. They’re further down the funnel AI has managed that now from a marketing standpoint You’re now your challenges. I need to manage AI differently because now suddenly it’s it’s the one selling my product

    John Jantsch (06:49.09)

    Yeah, yeah.

    Todd Sawicki (06:49.35)

    And I think that’s the fundamental shift here as a marketer is you have to going back to that, that shoe store analogy, that element as a salesperson means you’re going to have to manage that person, right? That’s not your job. Whereas SEO, and I think this is one of the other big changes. SEO is a very technical thing, like link building. And remember that the just the ridiculous debate we had for years about is it a sub domain or a folder? Right? Is that marketing? No, that’s a very technical thing. And you know, any non technical marketer, whenever that discussion and by the way,

    for those who don’t pay attention that went on for years like it was like a red versus blue sort of battle in the online marketing sphere. And but a very technical thing not marketing based at all. And I think the differences for LLMs, it’s much more of a, oh, how do I teach the LLMs what to say about my product, just like I teach, you know, a salesperson at the front of Dick’s Sporting Goods store kind of the same way. And so it’s now it’s much more of a product marketing exercise than it ever was with traditional search. And I think that’s the other thing is

    You’re going to have to think about how you talk to the LLMs and how you market to them.

    John Jantsch (07:50.35)

    Well, and this gets at the crux of, you know, a good salesperson is trained on, know, all the objections of, you know, all the questions they’re going to get. Right. And so now all of a sudden our content has to be answers.

    Todd Sawicki (07:57.222)

    Mm-hmm. Mm-hmm.

    Todd Sawicki (08:04.722)

    Correct? absolutely. So one of the things, so Gumshoo as a platform has been, we publicly launched it about six months ago and we’ve already worked more than 3,500 marketers have signed up. We’ve already generated millions of prompts on behalf of marketers so they understand what elements say in response to these prompts. And as a result, we’re able to analyze those response. think it’s like 10 million answers that we’ve analyzed.

    John Jantsch (08:29.112)

    Mm-hmm.

    Todd Sawicki (08:30.416)

    And then you really, you start to see patterns in what they’re doing, but they absolutely want you as marketers to provide them kind of sample question answers back. if you, of the fascinating things about LLMs is they actually link, they prefer the number one source that they link to for product information are brand websites. And then within that, they link to product description pages or PDPs or product detail pages, whatever description you want to use, like the PDPs, FAQs,

    John Jantsch (08:50.616)

    Mm-hmm.

    Todd Sawicki (08:59.896)

    knowledge base articles, how to sections, they love that sort of informative how to answer questions for them. And they use that as a guide. Now they process their own way, they kind of regurgitate it in their own way, but they want to use that as a basis. So you’re right, you’re gonna you have to just like you train that salesperson on Rude Q &A, you’re doing the same thing now with the models, which I think is interesting to marketers, when they start kind of like seeing and understanding like it’s not a marketing exercise, and not a weird technical link building sub domain folder esoteric discussion anymore.

    John Jantsch (09:04.738)

    Yep. Yeah.

    John Jantsch (09:25.292)

    Yeah. Yeah. Yeah. And, and one of the things that we have seen, because, know, I’ve always believed that, that you do content, right. You’re going to get rewarded by the search engines. Well, we’ve been doing content, right. In my view, you know, hub pages, structured content, FAQs, table of contents, summaries, schema, you know, we’ve been doing all that stuff because it was good content marketing. well,

    Todd Sawicki (09:37.244)

    Yes.

    John Jantsch (09:52.258)

    the LLMs and AI are actually rewarding us for that work right now because we ranked high in Google. We are now ranking higher in AI overviews and in chat GPT. Are you seeing that as well?

    Todd Sawicki (10:06.354)

    So if you don’t have content online, it is hard for AI to even know you exist. And so that’s sort of step one. You’d be surprised at the lack of content out there. It’s, know, all right, well, you sell it. You sell these programs. But I think it’s because everyone probably thinks they’ve all, everyone’s done content marketing. It’s not always the case.

    John Jantsch (10:12.526)

    Well, yeah.

    Well, no, no, I would not be surprised.

    Yeah. Yeah. I always love it. I always love it when we go to work with a new client and they say, yeah, well, our SEO firm is doing this for us. And it’s like, what are they SEOing? Like, there’s no content there.

    Todd Sawicki (10:35.83)

    There you go. Exactly. There’s no content. There’s nothing else. And so the differences here you mentioned, like you generated content that the difference here though is there’s a subtle, you know, benefit and you kind of address this, I’m gonna call it what you said, which is you’re getting rewarded. But what’s interesting is Google, it was rewarding popularity, not necessarily the best content and the most authoritative content. What LMS are doing is doing a much better job of rewarding the correct content. So

    It’s sort of like, and we have a good stator on this, is, we look up the traditional Google rank of all the URLs that are cited by AI and its answer, and its justification for its answers. The traditional Google rank is below 21, 50 to 90 % of the time, meaning page three and beyond. So it’s pulling out these, so it is looking at some of those that traditionally link to content SEO, but it was always these deep links. And the problem with traditional searchers,

    John Jantsch (11:18.658)

    Well, yes.

    Todd Sawicki (11:28.602)

    is, you know, we kind of generically use the stat one out of 100 people go to page two on Google, one out of 1000 go to page three, one out of 10,000 go to page four, and no one goes to page five. And that’s very exactly how the dead bodies but AI to my stat 59 % of the links they surface are in that that sort of buried into because they have AI or machines, they have infinite patients. So what they’re good at doing is finding authoritatively correct like we like to see canonical information. And then and so as a brand,

    John Jantsch (11:38.734)

    Yeah, that’s where you hide the dead bodies, right?

    John Jantsch (11:51.15)

    Yeah.

    Todd Sawicki (11:58.416)

    all that work that maybe struggled to get surfaced in Google, because it just wasn’t as popular or using out to people buying links. Now, now they’re really to your point, really rewarding good content, good highly valued structured content. And so it’s sort of like, it’s sort of the it’s paying off 10 years of work, finally. And so the people who may be struggled to get some of that popularity in Google, it is absolutely paying off in AI overview, AI search and AI overviews and things like that in a way that you always prayed and hoped for as a content market, like your day has come.

    John Jantsch (12:07.842)

    Yeah.

    John Jantsch (12:13.964)

    Yeah.

    John Jantsch (12:26.35)

    Yeah

    Todd Sawicki (12:26.716)

    Producing great content is a payoff and it’s happening. And I think that’s really fascinating here, which is people are like, with the rise of AI Slop, no, the models want good content and they’re good at deducing what is good content. AI Slop will not get ranked and you have to, they want authoritative information. And so that’s content that will get ranked in AI search and then drive traffic today and tomorrow, agentic purchases, right? You’re ultimately trying to drive some of that conversion more and more that AI will be driving that itself. Like Perplexity’s browser will load a cart for you today.

    Right, it’s loading products it’s picking on your behalf into that. So that future is coming fast and furiously. And so I think that change is sort of fascinating to see when you look at what’s happening. Now, the other stat about what’s really fascinating here is, okay, what if I don’t have been produced 10 years of content, am I screwed? Well, one of the other facts that we’ve seen is that the average age of a cited piece of content

    is only 86 days old in AI search. And that’s falling 10 to 15 % quarter per quarter. Now there’s a caveat there, which is it doesn’t have to be originally published, it just has to be updated. Like the AI will look at content that’s older, but as long as it’s been updated, and you note that that updated date, it will value that as well. And so and that 86 days is falling 10 to 15 % every quarter. So today it’s 86 days, next quarter is gonna be 78, 70 to the quarter after that, and see you get faster and faster.

    So you’re gonna have to be doing a lot more work around content, maintaining it, updating it. It’s not a publish once and walk away model anymore. It’s gonna be a constant refresh. And so, the good side of that is you’re just starting out. We’ve definitely seen this with people where you can impact the results well within a 90 day window where traditional search that was almost impossible. And so there’s a definitely, don’t wait, get started. Hire John and his team.

    John Jantsch (14:12.504)

    But again, yeah, well, but I was also going to say that another best practice for years has been repurpose your content. And so, I mean, I now it’s like repurpose your content in a specific way, you know, add FAQs, you know, to that content, right? But, but I think that’s what you’re saying is should be very helpful for those people that just kind of wrote the hundred one off blog posts. It’s like, no, now go back and make that pay. Let’s talk specifically.

    Todd Sawicki (14:28.146)

    Correct. Right.

    Todd Sawicki (14:39.94)

    Exactly, exactly. It’s fascinating to kind of, you know, watch that all happen and come to fruition.

    John Jantsch (14:42.742)

    Yeah, yeah, yeah. Let’s talk specifically about gumshoe. I know that’s what you want to talk about. But first off, I have an account. I’ve played with it and it is in seemingly incredibly complex what you’ve built. And so my first question is, my first question is, where did that come from? Are you a mad scientist or did you hire people or how did you develop that? Because

    Todd Sawicki (15:02.844)

    Well, thank you.

    Todd Sawicki (15:10.77)

    So we have a team, right? We have a team. I’ve been in digital marketing tech for 20 years in my career and got involved in, and really the common theme has been around customer acquisition as it turns out. And I even view the purpose, we only care about AI search as marketers, ultimately because it can drive business, right? It’ll drive traffic and revenue, right? So fundamentally it’s a, and so I 20 years ago got involved in toolbars and search. Then I got into the social marketing landscape, just as that was taking off like 2007 to,

    John Jantsch (15:28.334)

    That’s right. That’s right.

    Todd Sawicki (15:39.986)

    to 2012 and then got into paid and built a DSP. So in the programmatic space and then was playing in ecommerce and Shopify’s ecosystem, you building customer acquisition apps in there and then ultimately transition here. And it was sort of the space of a year ago was talking to marketers. And again, the beginning of this conversation around AI search and the rise of that. And if you’re a marketer, and suddenly the channel you’re relying on Google search falls off a cliff. for some key keywords, I heard

    30 60, even 90 % declines in traffic, even on the paid side. Like it just Google is sacrificing even paid traffic and on some keywords. So that’s an existential change in the landscape. And then as we started thinking about this in terms of working with marketers, you’re like, well, you know, to what I said earlier, gumshoe helps brands understand what elements think about them. And then what to do about it. Well, that where does that come from? Well, if you’re a marketer, you can’t just log into chat tpt and find out what it’s saying to you because

    John Jantsch (16:12.813)

    Mm.

    Todd Sawicki (16:37.508)

    as you I don’t know if any everyone should go watch the season premiere this fall’s episode from Boulder natives, you know, the creators of South Park, the first episode this year, the main one of the main characters dads is like falling in love with chat tbt because all it does is flatter him. And it says like every idea he has is wonderful. And it’s a great and he’s got some he’s trying to start a new business. And his wife gets all pissed off because he’s constantly going to ask chat tbt and says see I’m right, you know,

    John Jantsch (16:54.285)

    Right.

    Todd Sawicki (17:05.426)

    his wife’s name is Sharon, see I’m white Sharon, chat TBT says I’m right. And he’s like, No, it just says that to everybody. And so as a marketer, you you can’t just log in and ask chat TBT what it thinks about your business, because it’s going to kind of lie, it’s going to flatter you, it’s going to say the most optimal thing it can because it by the way, the minute you put your email in, it looks you up on LinkedIn, it knows it knows where you work, it knows your products, it’s no it knows how to answer things. And so then you realize as a marketer, I don’t care what LM say to me, I say, I care what it says to my target customers.

    John Jantsch (17:17.666)

    Mm-hmm. Mm-hmm.

    John Jantsch (17:31.832)

    Yeah. Yeah.

    Todd Sawicki (17:34.01)

    And so the way that we built our product was around how do you help marketers understand what it’s really saying to its customers? And so our point of view as well, how do we get in the shoes of that customer? And so what we do is we build these personas which become synthetic users. right, so those are what are asking prompts in the models. We have a better understanding of how they, how will they talk to, how the models speak to these different, different customers and those insights of like, okay, here’s how it, and by the way, the variety of answers between one type of

    persona and another is fascinating. And they’re absolutely customizing their answers. Like, John, you’ve seen this, right? Just one customer will say, like, just imagine you’re a hiker, you’re going to get a different answer for the pair of shoes than if you’re a marathon runner. And so that makes rational sense as a marketer kind of understanding this nuance and how it’s treating different types of end users using AI search is sort of a fascinating insight. And it’s cool just to look at the answers and see what they say to different things. So that’s my point about marketers and the messaging and seeing how it talks to different people.

    John Jantsch (18:06.594)

    Mm-hmm. Yeah.

    John Jantsch (18:31.374)

    One of my first observations that kind of blew me away frankly was I just put in a company’s URL, I think is all I did. yeah, and it came up with, I want to say eight, maybe it was a little more than that personas. And they were, we had already done that work, but they were very spot on, maybe even a little better descriptions. And what I found was interesting was it actually,

    Todd Sawicki (18:39.324)

    Correct, that’s what you start with. You start with the URL, correct.

    John Jantsch (19:00.342)

    All the analytics and search was great, but we actually got some messaging ideas just from that part of it, and that wasn’t even the intent.

    Todd Sawicki (19:10.652)

    Well, and that’s what I mean about it. you know, it’s, was talking with a head of product marketing earlier today, and I’m like, this is product marketing’s moment, because AI search is fundamentally a product marketing exercise. And it’s a positioning exercise. And when you read those prompts and answers, we hear that all the time, because what we help you on what we ask questions and basically ask questions around product areas for your business. And those will give you a set of responses like, we recommend these three companies or these eight companies or these five. And then you see the rationale for those

    recommendations. And that’s great marketing, right at feedback. It’s it’s what’s our positioning, what’s our competitive positioning, you show this to any product market, like, oh, my god, this is like my competitive messaging framework, which you’d by the way, what you describe john a itself serve, can do this yourself, anyone can enter a URL of a company to get this. And in like 10 to 15 minutes, you’re walking away with a really cool understanding of your products position in the marketplace, at least the marketplace of AI search, which is meant to be a broader perspective of the world, obviously.

    But it’s no, hear this all the time. It’s fascinating. Like it is a total rabbit hole for anyone who cares about commutative or comparative messaging.

    John Jantsch (20:13.742)

    Yeah. So the other observation is that, you know, lot of people that are talking about losing search traffic, it’s for, let’s say I’m a remodeling contractor. It’s they’re losing traffic for trends in kitchens, right? Which was not somebody that was going to buy anything, right? They’re losing a lot of that traffic because they’d written a great trend article for 2025, right?

    Todd Sawicki (20:37.138)

    Correct.

    John Jantsch (20:38.37)

    But that was not going to ever convert. But what’s interesting from what you’re unearthing is you’re unearthing all these really high intent searches. I mean, the search string is such that it’s like, yeah, that person’s looking to remodel their kitchen. And I think that that’s what marketers need to really focus on is that, forget about the, I mean, we do still have to do a lot of things to create awareness. But what we really need to focus on is high intent right now and capturing that search.

    Todd Sawicki (21:07.138)

    That is absolutely, I think a change, which is you’re going to go a little bit more down funnel. And you because you I think you can with AI search problem with Google is all those searches were so high level and so generic. It was hard to, to you’re right, the lack of long detailed searches in Google meant it was hard as a market, you couldn’t really target that sort of bottom of funnel activity. But AI is kind of all about that. And even if you ask a generic question, AI will follow it up with a more specific like they want to, they want to know which direction they need to go. There’s a back and forth that never existed in Google search.

    John Jantsch (21:16.962)

    Yeah, right.

    Todd Sawicki (21:35.878)

    that absolutely exists in AI. And you anyone who’s experienced this, when you go to the models, it’ll it’ll ask for follow ups, it’ll clarify things, it’ll make sure it understands what you’re talking about. So that it’s its goal is to give you the very best answer possible.

    John Jantsch (21:41.932)

    Yeah, yeah.

    John Jantsch (21:48.686)

    Yeah, it wouldn’t have been great. You go to Google and say, no, that answer was wrong. Fix it, right?

    Todd Sawicki (21:52.324)

    Exactly, we all wish we could like that search, you’ll get some results. You’re like, that is a terrible right link. And now with all the like the amount of Google searches that are so link baited to death. I love to get the analogy of in a lot, you know, I said earlier, the AI search is fixing a lot of things wrong with traditional search, like how many times in our lives like you bought like a new TV, and I just need to know the damn matter the width of it. So will it fit on my mantle or not? And you do a search and like you get every link is 10 best this or 10 best that or trends of

    hot TVs this Christmas like I just need the dang measurement. Come on, Google.

    John Jantsch (22:23.854)

    or a link to Amazon that’s not even a TV. Those are my favorite. So I’m sorry, we got geeking out here on like all the under the hood stuff. And I’d love it you could just like give us the two minutes feel what is gumshoe? How you know, how does it work? How does somebody try it out?

    Todd Sawicki (22:28.187)

    Right!

    Todd Sawicki (22:42.556)

    So at any market, it’s a publicly available and you can try it out for free. It is, you can generate a report about your company. You go to it, as John said, you’re going to enter your company’s URL. And then from there, what we’re gonna do is again, show you what LMS think about your business and product. You’re gonna select a product that’ll generate personas and then we’ll generate the prompts that represent the activity that users are having with AI. And then…

    run a series of real-time conversations, we turn those personas effectively into synthetic users. That’s kind of a buzzy word. Synthetic is the ultimate now AI buzzword. It’s a simulated user, it’s a synthetic user. And then that user will, yeah, exactly. It’s better than that. We’ll have a series of conversations with the LLMs. We kind of create those and then we analyze the chat activity and kind of package that up in a way so that you can help identify areas, topics of these types of prompts where you’re doing well or you’re doing poorly.

    John Jantsch (23:14.648)

    Yeah, yeah, yeah.

    John Jantsch (23:18.83)

    It’s better than bot though, isn’t it?

    Todd Sawicki (23:38.736)

    And then the next step is we also allow you to sort of then generate the content based upon, you know, where your strengths and weaknesses are that through our platform that you can then host on your site. And the way to think of it is, is your personas are your predicted customers, who the elements think are your top customers, and then they want instructions, the content you generate is intended to be or write on your own, is intended to be the instruction set back to the models. Okay, for these customers, here’s the features and benefits that we believe appeal to them and why they want to pick our products.

    And ultimately, that’s going to send traffic back to your site. And then can help analyze that to understand was it good traffic, bad traffic, what have you. And so the goal of our point of view is to say, again, how do we help you understand what I’m thinking about you and then what to do about it, right? You’re ultimately how do you capture as much revenue or as much referral traffic as possible from the LLMs. And so that’s the way Gumshoe works. You can go to gumshoe.ai. They said you just start with the URL. And in 10 to 15 minutes, you’re going to walk away with sort of insights about what you can do. there’s, again, you don’t need an inter credit card that’s just freely available. Everyone can create an account. And then

    The way we work is it’s not a subscription based a time based. If you want to rerun a report, you want to run it again, like in a weekly or monthly basis, kind of track how you’re doing, you would then sign up to pay an ongoing basis. And so it’s just based upon how often you want to sort of leverage the platform and use it. That’s the model. So feel free once you generate a report, whether it’s a free one or a paid one down the road, it’s available to you for as long as we’re around as a company.

    John Jantsch (25:03.266)

    Yeah. And one of the things that I failed to mention, you didn’t mention either is I thought does a really good job at, at, identifying competitors, as well. Yeah.

    Todd Sawicki (25:12.466)

    Correct, because what we’ll do is in those answers, we’re going to get multiple companies products recommendations and we surface that to know your competitive great great point, John, you know, your competitive standing, our competitors doing better or worse than you in AI. And that’s obviously often a key indicator. And then we’ll help you analyze where they did better versus you. So you know, what’s your point about messaging, right? And the product messaging, like what features of a competitor are winning versus ours?

    where is their positioning better? Is it something else? Or and that’s sort of a great insight is where all the other companies getting mentioned alongside you, and then we’ll help you identify also, what were the reasons like what led to the models answering the way they did? Like what citations and sources so if you want to do outreach from a PR standpoint, you can we help you identify the places you should be going and talking to, or even read our core threads you should be posting on. We now have a feature where we’ll we’ll give you a draft post for Reddit and Cora.

    John Jantsch (25:49.816)

    Yeah.

    Todd Sawicki (26:05.498)

    Again, but it’s based upon, you know, strengths and weaknesses that we identified and said, here’s the things you should be talking about more to help you get more visibility to AI. And so that’s sort of the goal here is how do we help you talk back to AI. So you’re feeding it the features and benefits of your products. So they’ll talk about your products next time instead of someone else’s.

    John Jantsch (26:26.878)

    I’m sorry to sound like an ad for, for gum shoe, but you know, we actually took a lot of this long tail searches and built some ad campaigns around, around them as well.

    Todd Sawicki (26:35.792)

    We have heard that because the persona piece is great for that, like audience targeting and things like that. No, no, we’ve absolutely heard that, that there’s some interesting crossovers about this. Once you realize it’s messaging based, there’s a ton of things you can do with this data. It’s really, I’m not kidding about being a rabbit hole. Like you start reading the chats that we generate and surface. just, it becomes, it’s really fascinating to kind of see what’s being said in a way that you only ever got through focus groups or weird surveys before. And now and again, it like.

    15 minutes, getting some really interesting insights. can then spend a lot of time diving into and learning from in a way that we just never had access to before.

    John Jantsch (27:10.99)

    Well, we’ve gone over time. appreciate you. Take it a few moments to stop by the duct tape marketing podcast is gum shoe dot AI and Todd again, appreciate you stopping by and hopefully we’ll run into you one of these days out there on the road.

    Todd Sawicki (27:24.914)

    Thank you very much. Appreciate the time and attention.

    powered by

  • An Holistic Framework for Shared Design Leadership

    An Holistic Framework for Shared Design Leadership

    Imagine this: Two people are conversing in what appears to be the same pattern issue in a conference room at your software company. One is talking about whether the staff has the proper skills to handle it. The various examines whether the answer really addresses the user’s issue. Similar place, the same issue, and entirely different perspectives.

    This is the lovely, sometimes messy fact of having both a Design Manager and a Guide Designer on the same group. And if you’re wondering how to make this job without creating confusion, coincide, or the feared” to some cooks” situation, you’re asking the right issue.

    Fresh lines on an organizational chart have always been the standard solution. The Design Manager handles persons, the Lead Designer handles art. Problem is fixed, isn’t it? Except for fiction, fresh org charts. In fact, both roles care greatly about crew health, style quality, and shipping great work.

    When you begin to think of your style organization as a style organism, the magic happens when you accept collide rather than fight it.

    The biology of a good design team

    Here’s what I’ve learned from years of being on both flanks of this formula: think of your design team as a living organism. The Design Manager concentrates on the internal security, career advancement, team dynamics, and other factors. The Lead Designer is more focused on the body ( the handiwork, the design standards, the hands-on projects that are delivered to users ).

    But just like mind and body aren’t totally separate systems, but, also, do these tasks overlap in significant ways. Without working in harmony with one another, you didn’t have a healthier person. The technique is to recognize those overlaps and how to understand them gently.

    When we look at how good team really function, three critical devices emerge. Each requires the collaboration of both jobs, but one must assume the lead role in maintaining that system sturdy.

    Folks & Psychology: The Nervous System

    Major caretaker: Design Manager
    Supporting duties: Guide Custom

    The anxious system is all about mental health, feedback, and signals. When this technique is good, information flows easily, people feel safe to take risks, and the staff may react quickly to new problems.

    The main caregiver is around, the Design Manager. They are keeping track of the team’s emotional state, making sure feedback loops are healthier, and creating the environment for growth. They’re hosting job meetings, managing task, and making sure no single burns out.

    However, the Lead Designer has a vital enabling position. They’re offering visual feedback on build development needs, identifying stagnant design skills in someone, and pointing out potential growth opportunities that the Design Manager might overlook.

    Design Manager tends to:

    • development planning and profession conversations
    • internal security and dynamics of the group
    • Overhead management and resource allocation
    • Performance evaluations and opinions management methods
    • Providing learning options

    Direct Custom supports by:

    • Providing craft-specific evaluation of staff member growth
    • identifying opportunities for growth and style talent gaps
    • Providing style mentorship and assistance
    • indicating when staff members are prepared for more challenging problems.

    The Muscular System: Design & Execution

    Major caretaker: Lead Designer
    Supporting duties: Design Manager

    Power, cooperation, and skill development are the hallmarks of the skeletal system. When this technique is healthy, the team can do complicated design work with precision, maintain regular quality, and adjust their craft to fresh challenges.

    The Lead Designer is in charge of everything here. They are raising the bar for quality work, providing craft instruction, and ensuring that shipping work is done to the highest standards. They’re the ones who can tell you if a design decision is sound or if we’re solving the right problem.

    However, the Design Manager has a significant supporting role. They’re making sure the team has the resources and support they need to perform their best work, such as proper nutrition and time for an athlete recovering.

    Lead Designer tends to:

    • Definition of system usage and design standards
    • Feedback on design work that meets the required standards
    • Experience direction for the product
    • Design choices and product-wide alignment are important.
    • advancement of craft and innovation

    Design Manager supports by:

    • ensuring that design standards are understood and accepted by all members of the team
    • Confirming that a direction of experience is being pursued
    • Supporting practices and systems that scale without bottlenecking
    • facilitating team-wide design alignment
    • Providing resources and removing obstacles to outstanding craft work

    The Circulatory System: Strategy &amp, Flow

    Both the lead designer and the design manager were caretakers.

    How do decisions, energy, and information flow through the team according to the circulatory system? When this system is healthy, strategic direction is clear, priorities are aligned, and the team can respond quickly to new opportunities or challenges.

    This is the true partnership that occurs. Although both positions bring unique perspectives, keeping the circulation strong is a dual responsibility.

    Lead Designer contributes:

    • The product fulfills the user’s needs.
    • overall experience and product quality
    • Strategic design initiatives
    • User needs for each initiative are based on research.

    Design Manager contributes:

    • Communication to team and stakeholders
    • Stakeholder management and alignment
    • Team accountability across all levels
    • Strategic business initiatives

    Both parties work together on:

    • Co-creation of strategy and leadership
    • Team goals and prioritization approach
    • organizational structure decisions
    • Success frameworks and measures

    Keeping the Organism Healthy

    Understanding that all three systems must work together is the key to making this partnership sing. A team with excellent craftmanship but poor psychological protection will eventually burn out. A team with great culture but weak craft execution will ship mediocre work. A team that has both but poor strategic planning will concentrate on the wrong things.

    Be Specific About the System You’re Defending.

    When you’re in a meeting about a design problem, it helps to acknowledge which system you’re primarily focused on. Everyone has context for their input.” I’m thinking about this from a team capacity perspective” ( nervous system ) or” I’m looking at this through the lens of user needs” ( muscular system ).

    This is not about staying in your path. It’s about being transparent as to which lens you’re using, so the other person knows how to best add their perspective.

    Create Positive Feedback Loops

    The partnerships that I’ve seen have the most effective feedback loops between the systems:

    Nervous system signals to muscular system:” The team is struggling with confidence in their design skills” → Lead Designer provides more craft coaching and clearer standards.

    Nervous system receives the message” The team’s craft skills are improving more quickly than their project complexity.”

    Both systems communicate to the circulatory system that” We’re seeing patterns in team health and craft development that suggest we need to adjust our strategic priorities.”

    Handle Handoffs Gracefully

    When something switches from one system to another, this partnership’s most crucial moments occur. This might occur when a design standard ( muscular system ) needs to be implemented across the team ( nervous system ) or when a tactical initiative ( circulatory system ) requires specific craft execution ( muscular system ).

    Make these transitions explicit. The new component standards have been defined. Can you give me some ideas for how to get the team up to speed? or” We’ve agreed on this strategic direction. From here, I’ll concentrate on the specific user experience approach.

    Stay original and avoid being a tourist.

    The Design Manager who never thinks about craft, or the Lead Designer who never considers team dynamics, is like a doctor who only looks at one body system. Great design leadership requires both parties to be concerned with the entire organism, even when they are not the primary caregiver.

    This entails asking questions rather than making assumptions. ” What do you think about the team’s craft development in this area”? or” How do you think this is affecting team morale and workload”? keeps both viewpoints present in every choice.

    When the Organism Gets Sick

    Even with clear roles, this partnership can go wrong. What are the most typical failure modes I’ve seen:

    System Isolation

    The design manager ignores craft development and only concentrates on the nervous system. The Lead Designer ignores team dynamics and concentrates solely on the muscular system. Both people retreat to their comfort zones and stop collaborating.

    The signs: Team members receive conflicting messages, work conditions suffer, and morale declines.

    Reconnect with other people’s goals in the treatment. What are you both trying to achieve? Great design work typically arrives on time from a strong team. Discover how both systems accomplish that goal.

    Poor Circulation

    There is no clear strategic direction, shifting priorities, or accepting responsibility for keeping information flowing.

    The signs: Team members are unsure of their priorities, work is duplicated or dropped, and deadlines are missed.

    The treatment: Explicitly assign responsibility for circulation. Who is communicating with whom? How frequently? What’s the feedback loop?

    Autoimmune Response

    The other person’s expertise makes them feel threatened. The Design Manager thinks the Lead Designer is undermining their authority. The Design Manager is allegedly misunderstanding the craft, according to the lead designer.

    The signs: defensive behavior, territorial disputes, team members sucked into the middle.

    The treatment: Remember that you’re both caretakers of the same organism. The entire team suffers when one system fails. The team thrives when both systems are strong.

    The Payoff

    Yes, communication is required for this model. Yes, it requires that both parties be able to assume full responsibility for team health. But the payoff is worth it: better decisions, stronger teams, and design work that’s both excellent and sustainable.

    When both roles are well-balanced and functioning well together, you get the best of both worlds: strong people leadership and deep craft knowledge. When one person is ill, taking a vacation, or overburdened, the other can support the team’s health. When a decision requires both the people perspective and the craft perspective, you’ve got both right there in the room.

    The framework has a balance, which is crucial. As your team expands, you can use the same system thinking to new problems. Need to launch a design system? Both the muscular system ( standards and implementation ), the nervous system (team adoption and change management ), and both have a tendency to circulate ( communication and stakeholder alignment ).

    The End result

    The relationship between a Design Manager and Lead Designer isn’t about dividing territories. It’s about multiplying impact. Magic occurs when both roles are aware that they are tending to various components of the same healthy organism.

    The mind and body work together. The team receives both the craft excellence and strategic thinking they need. And most importantly, the work that is distributed to users benefits both sides.

    So the next time you’re in that meeting room, wondering why two people are talking about the same problem from different angles, remember: you’re watching shared leadership in action. And if it’s functioning well, your design team’s mind and body are both strengthening.