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  • Personalization Pyramid: A Framework for Designing with User Data

    Personalization Pyramid: A Framework for Designing with User Data

    In today’s data-driven environment, it’s becoming more and more possible for you to be asked to create a personal electronic expertise, whether it’s a common website, consumer portal, or indigenous 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.

    We enter that place. 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 data, 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 start from the same place.

    Common scenarios for starting a customisation task:

    • Your business or client made a purchase to support personalization of a content management system ( CMS ), marketing automation platform ( MAP ), or other related technology.
    • The CMO, CDO, or CIO has identified personalisation as a target
    • Consumer 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 creating 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 geopolitical goal is driving the personalization system?
    1. Objectives: What are the specific, tangible benefits of the system?
    2. Touchpoints: Where will you get a customized experience?
    3. Contexts and Campaigns: What personalization information does the person view?
    4. What constitutes a distinct, suitable audience? User Parts
    5. Actionable Data: What dependable and credible information is captured by our professional platform to generate personalization?
    6. 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 change. An associated deck of cards serves as an example of each level’s specific examples to make this more meaningful. We’ve found them helpful in customisation brainstorming periods, and will include cases for you here.

    Starting at the Top

    The elements of the pyramids are as follows:

    North Star

    With your personalisation plan, whether large or small, you aim for a general north star. The North Star defines the (one ) overall mission of the personalization program. What do you hope to accomplish? North Stars cast a ghost. The darkness is bigger the sun, the sun, and so on. Example of North Starts may include:

      Function: Use simple customer inputs to optimize. Examples:” Raw” messages, basic search effects, system user settings and settings options, general flexibility, basic improvements
    1. Feature: Self-contained personalisation component. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
    2. User experience: Personal consumer experiences across various user 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 experience 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 quantifiable metrics that may prove the entire program is effective. Start with your existing analytics and measurement system, as well as metrics that you can benchmark against. In some cases, new targets may be ideal. The most important thing to keep in mind is that personalisation is certainly a desired outcome. It is a means to an end. Common targets include:

    • Conversion
    • Time spent on work
    • Net promoter score ( NPS)
    • Consumer pleasure

    Touchpoints

    Touchpoints are where the personalisation happens. This will be one of your biggest areas of responsibility as a UX custom. The connections available to you will depend on how your personalization and associated technologies capabilities 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. ). Several examples are given below:

    Touchpoints at the channel level

    • Email: Role
    • Email opens at what time?
    • In-store display ( JSON endpoint )
    • Native app
    • Search

    Wireframe-level Touchpoints

    • Web overlay
    • Web alert bar
    • Web banner
    • Web content block
    • menu on the web

    If you’re designing for web interfaces, for example, you will likely need to include personalized “zones” in your wireframes. Based on our next step, contexts, and campaigns, the content for these can be presented programmatically in touchpoints.

    Contexts and Campaigns

    Once you’ve identified some touchpoints, you can decide what kind of personalized content a user will receive. 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 programmatically to specific user segments at specific touchpoints, as defined by user data. At this stage, we find it helpful to consider two separate models: a context model and a content 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 which personalization to use in terms of 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 think about how to treat the unidentified or first-time visitor, the guest or returning visitor for whom you may have a stateful cookie ( or an equivalent post-cookie identifier ), or the logged-in visitor who is authenticated. Here are some examples from the personalization pyramid:

    • Unknown
    • Guest
    • Authenticated
    • Default
    • Referred
    • Role
    • Cohort
    • Unique ID

    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 how to use it ( sometimes referred to as “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. Several examples are given below:

    There is a progression of profiling when it comes to recognizing and making decisioning about different audiences and their signals. As user data volume and time and confidence increase, it varies more granularly to more precise constructs about ever-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 data backbone and content repository. 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 scalable, multi-faceted approach to profiling.

    Pulling it Together

    The cards serve as the foundation for an inventory of sorts ( we provide blanks for you to tailor your own ), a set of potential levers and motivations for the kind of 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 serves as the foundation for the workshops that both co-authors have conducted to build a program backlog, which would make a good article topic.

    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 plan 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, all personalization activities follow a common grammar, similar to how every sentence contains nouns and verbs. These cards attempt to map that territory.

  • 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 productive, inclusive, and accessible ways, as well as in harmful, exclusive, and harmful ways, like with any tool. Additionally, there are a lot of uses in the subpar midsection.

    I’d like you to consider this a “yes … and” piece to complement Joe’s post. I’m not trying to reject any of what he’s saying, but rather to give some context to initiatives and options where AI may produce 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 addressing computer-vision types ‘ ability to create alternative words. He raises a lot of valid points about 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. As he rightly points out, the state of image research is currently very poor, especially for some graphic types, in large part due to the lack of context for which AI systems look at images ( which is a result of having separate “foundation” models for words analysis and picture 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, far word authoring by human-in-the-loop should definitely be a thing. And if AI can intervene to provide a starting place for alt text, even if the rapid might say What is this BS? That’s certainly correct at all … Let me try to offer a starting point— I think that’s a win.

    If we can specifically station a design to examine image usage in context, it might help us more quickly determine which images are likely to be elegant and which ones are likely to need a description. That will help 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 graph 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:

    • Would more people use smartphones or other types of phones?
    • How many more?
    • Is there a group of people that don’t fall into either of these pots?
    • What number is 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 various 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 chart 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 lines to work better for variety of colour blindness you have? What if you could ask it to switch colors for patterns? That seems like a possibility given the chat-based interfaces and our current ability to manipulate images in today’s AI tools.

    Now imagine a purpose-built model that could extract the information from that chart and convert it to another format. Perhaps it could convert that pie chart (or, better yet, a series of pie charts ) into more usable ( and useful ) formats, like spreadsheets, for instance. That would be incredible!

    Matching algorithms

    When Safiya Umoja Noble chose to put her book Algorithms of Oppression, she hit the nail on the head. Although her book focused on the ways that search engines can foster racism, I believe it to be equally accurate to say that all computer models have the potential to amplify conflict, bias, and intolerance. 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 a result of a lack of diversity in the people who design and construct 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 people with disabilities. 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. On the employer side, it takes into account each work environment, communication strategies for each job, 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 developing 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 followed a group of nondisabled white male academics who spoke about AI, it might be advisable to follow those who are disabled, aren’t white, or aren’t men who also speak 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:

      preservation of voice You might have heard about the voice-preserve offerings from Microsoft, Acapela, or others, or have seen the VALL-E paper or Apple’s Global Accessibility Awareness Day announcement. 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. We need to approach this tech responsibly because it has the potential to have a truly transformative impact, which is why it can also be used to create audio deepfakes.
    • 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 actively recruiting people with Parkinson’s and related conditions, and they intend to expand this to other conditions 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 or 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 it need to 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 the training data includes information about disabilities written by people with a range of disabilities.

    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 be replacing human copy editors anytime soon 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 that we can acknowledge this and make thoughtful, thoughtful, and intentional changes in 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 puzzle. I don’t perform it as much as I let it be done by me.

    I have a creative side. Not all aspiring artists approve of this brand. Not all people see themselves in this manner. Some innovative individuals incorporate technology into their work. That is their perception, and I regard it. Perhaps I also have a little bit of fear for them. However, my thinking and being are unique.

    It distracts one to apologize and qualify in progress. That’s what my mind does to destroy me. I’ll leave it alone for today. I may forgive and be qualified at any time. After I’ve said what I originally said. which is difficult enough.

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

    Sometimes it does go that method. Often I have to create something right away. When I say something at that time, I’ve learned not to say it because people often don’t work hard enough to acknowledge that the idea is the best idea even when you know it’s the best idea.

    Maybe I just keep working until the thought strikes me. Maybe it arrives right away, but I don’t remind people for three days. Sometimes I get so excited about something that just happened that I blurt it out and didn’t stop myself. like a child who discovered a reward in a box of Cracker Jacks. I occasionally manage to escape this. Yes, that is the best idea, but often others disagree. The majority of the time, they don’t, and I regret that joy has faded.

    Passion should only be saved for the meet, when it matters. not the informal gathering that two different gatherings precede that appointment. Nobody understands why these discussions occur. We keep saying we’re getting rid of them, but we keep discovering new ways to get them. They occasionally also are good. Sometimes they detract from the real work, though. 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. also who you are and what you do. I’ll go back and forth once more. I have a creative side. That is the style.

    Often, a lot of hours of diligent and diligent work ends up with something that is barely 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 control over my desires. And I have no power over my best tips.

    I can nail ahead, fill in the blanks, or use images or information, which occasionally works. 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 part of the world once more in a senseless wind of oblivion. For imagination, in my opinion, comes from that other planet. The one that we enter in ambitions and, possibly, before and after dying. I’m not a writer, so that’s up to writers to think about. I have a creative side. Theologians should circulate large armies throughout their artistic globe, which they claim to be true. That is yet another tangent, though. And one that is miserable. 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 avoidance. 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 real.

    Some individuals who detest being called artistic perhaps been closeted artists, but that’s between them and their gods. No act here. Yours is also real. But I should take care of me.

    Designers acknowledge their work.

    Disadvantages are aware of cons, just like queers are aware of queers, just like real rappers are aware of actual rappers are aware of cons. People have a lot of regard for designers. We revere, follow, and nearly deify the great types. Of course, it is horrible to revere any person. We’ve been given a warning. We are more knowledgeable. We are aware that people are really people. They argue, they are depressed, they regret their most important choices, they are weak and thirsty, they can be cruel, and they can be as terrible as we can because they are clay, just like us. But. But. However, they produce something incredible. They give birth to something that was unable to arise before them or otherwise. They are the inspirations of thought. And I suppose I should add that they are the mother of technology because it’s just lying it. Bad mee backside! Okay, that’s all said and done. Continue.

    Because we compare our personal small accomplishments to those of the great ones, designers denigrate our own. Wonderful graphics I‘m not Miyazaki, though. That is brilliance right now. That is brilliance directly from God’s heart. I created this drained small thing. It essentially fell off the back of the pumpkin truck. The carrots weren’t actually new, either.

    Artists is aware that they are at best Salieri. Also Mozart’s original artists believe that.

    I have a creative side. In my hallucinations, my former artistic managers are the ones who judge me because I haven’t worked in advertising in 30 times. They are correct in doing so. When it really matters, my brain goes flat because I am too stupid 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 deck head. The more I pursue creativity, the faster I can finish my work, and the longer I brood and circle and gaze aimlessly before I can finish that work.

    I can move ten times more quickly than those who aren’t creative, those who have simply been creative for a short while, and those who have just been creative for a short time in their careers. Only that I work twice as quickly as they do, putting the work out, just before I do it, When I put my mind to it, I am so confident in my ability to do a fantastic career. I have an addiction to the delay jump. I also have a fear of the climb.

    I don’t create art.

    I have a creative side. never a musician. Though as a child, I had a dream that I would one day become that. Some of us fear and criticize our talents because we are not Michelangelos and Warhols. That is narcissism, but at least we don’t practice politicians.

    I have a creative side. Despite my belief in reason and science, I make decisions based on my own senses and instincts. and accept both the successes and the calamities that come with them.

    I have a creative side. Every term I’ve said these may irritate another artists who have different viewpoints. Ask two artists a topic and find three opinions. Our dispute, our interest in it, and our responsibility to our own wisdom, at least in my opinion, are the proof that we are creative, no matter how we does think about it.

    I have a creative side. I lament my lack of taste in the areas of human knowledge that I know quite little, that is to say about everything. And I put my preference before all other things in the areas that are most dear to my soul, or perhaps more precisely, to my passions. Without my passions, I may probably have to spend time staring living in the eye, which almost none of us can do for very long. No actually. No really. Because so much in existence is intolerable if you really look at it.

    I have a creative side. I think that when I am gone, some of the good parts of me will stay in the head of at least one additional person, just like a family does.

    Working frees me from worrying about my job.

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

    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 approach is the most amazing mystery. I think so strongly that I am also foolish enough to post an essay I wrote into a small 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 movements toward the wonderful.

    There. I believe I said it correctly.

  • 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 necessary value? Or a surgeon’s? Or a student’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 book.

    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 prone as well. I call it:

    The Ludicrous Pate of Justin: The Tale of Justin

    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, how could these fundamental skills be applied to a developing electric landscape was what piqued my interest. This theme may eventually form the rest of my profession.

    But I drained HTML and JavaScript books 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 were the guidelines? How may we break them and also engage, entertain, and present information? How could my values, which include value, humility, and connection, go along with that on a more general degree? I was eager to find out.

    Even though I’m referring to a different time, those are amazing factors between non-career relationships and the world of layout. What are your main passions, or ideals, that elevate medium? The main elements are all the same, basically the same as what we previously discussed earlier on the immediate parallels between what fulfills you, independent of the visible or online domains.

    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. On this one, we would first sketch and then pass a Photoshop file back and forth to trick things out and play with various user interactions. I co-founded the creative project organizing app Milanote and my dear friend, fellow designer Marc Clancy. 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 my friends and I conceptualized, designed, developed, and deployed around the same time.

    Design news portals were incredibly popular at the time, and they now accept tweet-sized, small-format excerpts from 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. Below are some content panes that show general news (tech, design ) and news centered on Mac. 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 consists of international design, illustration, and news author collaboration, and the backbone of the website 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 a global audience by creating something bigger than just one of us.

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

    Why am I going down this design memory lane with you, 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 been in a state of stagnation right now. 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 an icon library is used with selections that only vaguely relate to their respective content is used.

    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 Mac OS 7.5 is available, 8 and 9 are not very 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. Or, let’s say an icon was a part of a larger system grouping ( fonts, extensions, control panels ): how did it maintain cohesion within a group as well?

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

    So I started to research and do my homework. 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.

    Kaliber 1000 is short for K10k. K10k was founded in 1998 by Michael Schmidt and Toke Nygaard, and was the design news portal on the web during this period. With its pixel art-fueled presentation, attention to detail paid to every aspect of every detail, and many of the more well-known designers of the time who were invited to be news authors on the site, well… it was the place to be, my friend. 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 in publications abroad and domestically. With that degree of success while in my early twenties, something else happened:

    I actually changed into a colossal asshole in 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 victims? My design stagnated. My evolution has stagnated, as is my evolution.

    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.

    My ego almost destroyed some of my friendships and blossoming professional relationships. I was toxic in talking about design and in collaboration. But thankfully, candor was a gift from those same friends. They called me out on my unhealthy behavior.

    It was a gift I initially did not accept but which I, on the whole, was able to reflect on in depth. 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 the depiction of what is actually happening inside the Collider during any given particle collision event and are frequently regarded as works of art by themselves.

    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, in this role,

    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 to me to be foreign languages. 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, which involved visiting the Fermilab location and observing 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 could read through a lot of data at once and relieve their strain in the process. And Fermilab and CERN are government entities with rigorous accessibility standards, so my knowledge in that realm also grew. Another crucial form of connection 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 phrases “grow” and “evolve” in particular. If we are always students of our craft, we are also continually making ourselves available to evolve. Yes, we have years of practical design experience under our belt. 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, with all that being said, “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 fascinating experiences. Yet my friends and I had movie ideas to make and sky in. But they never went any farther. However, I did end up in the user experience ( UX) field. Today, I realize that there’s an element of drama to UX— I hadn’t actually considered it before, but consumer analysis is story. And you must show a compelling story to entice stakeholders, such as the product team and decision-makers, to learn more in order to get the most out of consumer research.

    Think of your favorite film. It more than likely follows a three-act narrative architecture: the installation, the turmoil, and the resolution. The second act shows what exists now, and it helps you get to know the characters 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 comes in the third and final action. This is where the issues are resolved and the figures learn and change. This structure, in my opinion, is also a fantastic way to think about customer research, and I think it can be particularly useful for explaining consumer research to others.

    Use story as a framework for conducting analysis

    It’s sad to say, but many have come to view studies as being inconsequential. Research is frequently one of the first things to go when expenses 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 may lead some groups, but that approach can so easily miss the chance to solve people ‘ real issues. To be user-centered, this is something we really avoid. User study improves pattern. It keeps it on trail, 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 consumer study.

    Act one: layout

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

    Erika Hall discusses 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. Opened 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 probably 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 don’t need to make a lot of paperwork; you can only attract people and do it! 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 what work one is really all about: understanding where people are coming from.

    Maybe Spool talks about the importance of basic research and how it may 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 information creates a clearer picture of the state of things and all its inadequacies. And that’s the start of a gripping tale. It’s the place in the story where you realize that the principal characters—or the people in this case—are facing issues that they need to conquer. This is where you begin to develop compassion for the heroes and support their success, much like in the movies. And finally participants are now doing the same. Their concern may be with their company, which may be losing money because people are unable to complete specific tasks. Or probably they do connect with people ‘ problems. In either case, action one serves as your main strategy for piqueing interest and investment from the participants.

    When partners begin to understand the value of basic research, that is open doors to more opportunities that involve users in the decision-making approach. 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; it frequently results in a favorable reception and success for your product. And this can be an incentive for stakeholders to repeat this process with other products. Knowing how to tell a good story is the only way to convince stakeholders to care about doing more research, and storytelling is the key to this process.

    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. This typically involves conducting directional research, such as usability tests, where you evaluate a potential solution ( such as a design ) 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.

    Usability tests should typically consist of five participants, according to Jakob Nielsen, who found that that number of users can typically identify the majority of the issues:” As you add more and more users, you learn less and less because you will keep seeing the same things again and again… After the fifth user, you are wasting your time by observing the same findings repeatedly 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 stakeholders 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 tens of thousands of years, but remote testing can also be done using software like Microsoft Teams, Zoom, or other teleconferencing tools. 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. Much more in-depth research is conducted on user experience. Stakeholders can experience the sessions with other stakeholders. Additionally, you get real-time reactions, including surprises, disagreements, and discussions about 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 run as researchers, but this can occasionally improve your understanding of users. 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. Remote training sessions can reach a wider audience. 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. The excitement centers on Act 2, but there are also potential surprises in that Act. This is equally true of usability tests. Unexpected things that are said by participants frequently alter how you view things, and these unexpected developments in the story can lead to unexpected turns in your perception.

    Unfortunately, user research is sometimes seen as expendable. Usability testing is also frequently the only research technique that some stakeholders believe they ever need, and too frequently. 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. Because you’re narrowing the scope of what you’re receiving feedback on without understanding 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 only 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 raised by the first two acts, whereas the first two are about comprehending the context and the tensions that can compel 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 choices. So you can get everyone on the same page and get agreement on the way forward.

    Voiceover narration of this act is typically used with audience input. 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 employ the same methods as great storytellers: they create a conflict that needs to be settled by reminding people of the status quo and then revealing a better way, according to Duarte. ” 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 encounter 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 is the audience, as well. 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 have a goal and a desire to solve 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. User research is ultimately a win-win situation 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

    This is in the photo. You’ve joined a club at your business that’s designing innovative product features with an focus on technology or AI. Or perhaps your business only started using a personalization website. Either way, you’re designing with statistics. What then? When it comes to designing for personalization, there are many warning stories, no immediately achievement, and some guidelines for the baffled.

    The personalization space is real, between the dream of getting it right and the worry of it going wrong ( like when we encounter “persofails” similar to a company’s repeated pleas for more toilet seats from regular people ). It’s an particularly confusing place to be a modern professional without a map, a map, or a strategy.

    There are no Lonely Planet and some tour guides for those of you who want to personalize because successful personalization depends so much on each group’s talent, technology, and market position.

    But you can ensure that your group has packed its carriers rationally.

    There’s a DIY method to increase your chances for achievement. You’ll at least at least disarm your boss ‘ irrational exuberance. Before the group you’ll need to properly plan.

    It’s known as prepersonalization.

    Behind the song

    Take into account Spotify’s DJ element, which debuted this year.

    We’re used to seeing the polished final outcome of a personalization have. A personal have had to be developed, budgeted, and given priority before the year-end prize, the making-of-backstory, or the behind-the-scenes success chest. Before any customisation have goes live in your product or service, it lives amid a delay of valuable ideas for expressing consumer experiences more automatically.

    How do you decide where to position personalization wagers? How do you design regular interactions that hasn’t journey up users or—worse—breed mistrust? We’ve found that for many well-known budgeted programs to support their continued investments, they initially required one or more workshops to join vital technologies users and stakeholders. Create it count.

    We’ve closely monitored the same evolution with our consumers, from major software to young companies. In our experience with working on small and large personalization work, a program’s best monitor record—and its capacity to weather tough questions, work steadily toward shared answers, and manage its design and engineering efforts—turns on how successfully these prepersonalization activities play out.

    Effective workshops consistently save time, money, and overall well-being by separating successful future endeavors from unsuccessful ones.

    A personalization practice involves a multiyear effort of testing and feature development. It’s not a tech stack switch-flip. 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 ( like 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. These cards won’t be necessary for you. But we strongly recommend that you create something similar, whether that might be digital or physical.

    Set the timer for the kitchen.

    How long does it take to cook up a prepersonalization workshop? The activities we suggest including during the assessment can ( and frequently do ) last for weeks. For the core workshop, we recommend aiming for two to three days. Details on the essential first-day activities are included in a summary of our broad approach.

    The full arc of the wider workshop is threefold:

      Kickstart: This specifies the terms of your engagement as you concentrate on both your team’s and your team’s readiness and drive.
    1. 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.
    2. Work your plan: This stage consists of making it possible for team members to individually pitch their own pilots that each include a proof-of-concept project, business case, and 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: Apt your appetite

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

    Create a conversation by mentioning consumer 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. These are in the cards, which we have a catalog of. Here’s a list of 142 different interactions to jog your thinking.

    The table must be set up for this. What are the possible paths for the practice in your organization? Here’s a long-form primer and a strategic framework for a broad perspective.

    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 break down connected experiences into five categories: functions, features, experiences, complete products, and portfolios. Size your own build here. This will help to draw attention to the benefits of ongoing investment as well as the difference between what you deliver right now 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 crucial because it emphasizes how personalization can affect your own methods of working as well as your external customers. 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 decide where their focus should be placed for your product or service. Naturally, you can’t prioritize all of them. Here, the goal is to demonstrate how various departments may view their own advantages over the effort, which can be different from one department 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 filling in the personalization gap. Is your customer journey well documented? Will ensuring data and privacy is a major challenge too much? Do you have content metadata needs that you have to address? It’s just a matter of acknowledging the magnitude of that need and finding a solution ( we’re fairly certain that you do ). In our cards, we’ve noted a number of program risks, including common team dispositions. For instance, our Detractor card lists six intractable behaviors that prevent progress.

    Effectively collaborating and managing expectations is critical to your success. Consider the potential obstacles to your progress in the future. Press the participants to name specific steps to overcome or mitigate those barriers in your organization. According to research, personalization initiatives face a number of common obstacles.

    At this point, you’ve hopefully discussed sample interactions, emphasized a key area of benefit, and flagged key gaps? Good, you’re all set to go on.

    Hit that test kitchen

    Next, let’s take a look at what you’ll need to create personalization recipes. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. Their capabilities are broad and potent, and they give you a variety of ways to organize your company. This presents the question: Where do you begin when you’re configuring a connected experience?

    What’s crucial here is to avoid treating the installed software like a dream kitchen from some imaginary 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.

    Over the course of the workshop, the ultimate menu of the prioritized backlog will come together. 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 be made from recipes, which have predetermined ingredients.

    Verify your ingredients

    You’ll ensure that you have everything you need to create your desired interaction ( or that you can determine what needs to be added to your pantry like a good product manager ) and that you have validated with the right stakeholders present. 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 doesn’t just involve identifying requirements. Documenting your personalizations as a series of if-then statements lets the team:

    1. compare findings to a unified approach for developing features, similar to how artists paint with the same color palette,
    2. specify a consistent set of interactions that users find uniform or familiar,
    3. and establish parity between all important performance indicators and performance metrics.

    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.

    Create a recipe.

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

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

    Five years ago, we created these cards and card categories. We regularly play-test their fit with conference audiences and clients. And there are still fresh possibilities. But they all follow an underlying who-what-when-why logic.

    In the cards in the accompanying photo below, you can typically follow along with right to left in three examples of subscription-based reading apps.

    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: An email is sent when a newly registered user is a subscriber and is able to highlight the breadth of the content catalog.
    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 good preworkshop activity might be to consider a first draft of what these cards might be for your organization, though we’ve also found that cocreating the recipes themselves can sometimes help this process. 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.

    The later stages of the workshop could be characterized as moving from focusing on a cookbook to 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 architecture is necessary for better kitchens.

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

    When a team overfits: they aren’t designing with their best data, personalization turns into a laughing line. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. For instance, your AI’s output quality is in fact impacted 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’t stand the heat, in fact…

    Personalization technology opens a doorway into a confounding ocean of possible designs. Only a disciplined and highly collaborative approach can achieve the necessary concentration and intention. So banish the dream kitchen. Instead, head to the test kitchen to save time, preserve job security, and avoid imagining the creative concepts that come from your organization’s masters. There are meals to serve and mouths to feed.

    This organizational framework gives you a fighting chance at long-term success as well as solid ground. Wiring up your information layer isn’t an overnight affair. However, if you use the same cookbook and the same recipes, you’ll have solid ground for success. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

    Although there are associated costs associated with purchasing this kind of technology and product design, your time well spent is on sizing up and confronting your unique situation and digital skills. Don’t squander it. The pudding is the proof, as they say.

  • 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 experience. 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.

    The development of online requirements

    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. With these improved server-side software, the first period of internet programs started with content-management methods (especially those used in blogs like Blogger, Grey Matter, Movable Type, and WordPress ) In the mid-2000s, AJAX opened gates for sequential interaction between the front end and back finish. Pages had 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 conversation across browsers that had wildly varying levels of standards support. Techniques like photo replacement enable the use of fonts by skilled developers and developers. And technology like Flash made it possible to include movies, sports, and even more engagement.

    These new methods, requirements, and technologies greatly boosted the sector’s growth. Web style flourished as manufacturers and designers explored more different styles and designs. However, we also depend on numerous 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. Display and photo substitute for specialty styles was a great start toward varying the designs from the big five, but both tricks introduced convenience and efficiency issues. Additionally, JavaScript libraries made it simple to add a dash of interaction to pages without having to spend the money to double or even quadruple the download size for basic websites.

    The web as software platform

    The interplay between the front end and the back end continued to grow, which led to the development of the current era of modern web applications. 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.

    The development of social media and other centralized tools for people to connect and use resulted from this combination of potent mobile devices and potent development tools. 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 made connections on a global scale, with both positive and negative outcomes.

    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. From the tried-and-true classic of hosting plain HTML files to static site generators and content management systems of all kinds, there are many different ways to create websites. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. The IndieWeb‘s Webmentions, RSS, ActivityPub, and other tools can assist with this, 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 CSS, JavaScript, and other web components has increased, particularly with initiatives 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.

    With a few commands and a few lines of code, we can currently prototype almost any concept. 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 when scripts fail ( whether due to poor code, network issues, or other environmental factors ), users frequently have no choice but to use blank or broken pages.

    Where do we go from here?

    Hacks of today help to shape standards for the future. 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 of those user-friendly tools. They may make your job a little easier today, but how do they affect everything else? What is the price to the users? 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 standards. Standards continue to evolve over time, but browsers have done a remarkably good job of continuing to support older standards. The same isn’t always the case with third-party frameworks. Sites built with even the hackiest of HTML from the’ 90s still work just fine today. The same can’t always be said of websites created with frameworks even after a few years.

    Design with care. Consider the effects of each choice, whether your craft 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 think more carefully and make decisions with care rather than rushing 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 neural connections in your brain, and the techniques you learn in one day may be used to inform different experiments in the future.

    Play, experiment, and be weird! The ultimate experiment is this web we 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 try something new. 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 go through testing, playing, and learning. 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.

    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 give everything we produce a positive vibe by infusing our values into everything we do. Create that thing that only you are uniquely qualified to make. Then share it, improve it, re-use it, or create something new. Learn. Make. Share. Grow. Rinse and repeat. Everything will change whenever you believe you have mastered the web.

  • How to Create Exceptional Experiences

    How to Create Exceptional Experiences

    How to Create Exceptional Experiences 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 Neen James, globally recognized leadership and customer experience expert, keynote speaker, and author of “Exceptional Experiences: Five Luxury Levers to Elevate Every Aspect of Your Business.” Neen shares how any business—regardless of size, industry, or budget—can […]

    How to Create Exceptional Experiences written by John Jantsch read more at Duct Tape Marketing

    Listen to the full episode:
     

    Photo of Neen JamesOverview

    On this episode of the Duct Tape Marketing Podcast, John Jantsch interviews Neen James, globally recognized leadership and customer experience expert, keynote speaker, and author of “Exceptional Experiences: Five Luxury Levers to Elevate Every Aspect of Your Business.” Neen shares how any business—regardless of size, industry, or budget—can create extraordinary, memorable customer experiences by leveraging attention, intentionality, and five key “luxury levers.” From the power of origin stories to practical experience audits, Neen unpacks how luxury is a feeling, not a price tag—and why making people feel seen, heard, and valued is the greatest differentiator in a world full of automation and noise.

    About the Guest

    Neen James is a leadership and customer experience expert, keynote speaker, and author known for helping Fortune 500s and fast-growth businesses turn ordinary interactions into extraordinary results. Her frameworks focus on attention, intentionality, and leveraging luxury “levers” to make brands more memorable, profitable, and impactful.

    Actionable Insights

    • Luxury isn’t about price or exclusivity—it’s about how you make people feel; exceptional experiences are defined as high quality, long lasting, unique, authentic, and (sometimes) indulgent.
    • Any business can use the five luxury levers—Attention, Anticipation, Personalization, Generosity, and Gratitude—to elevate customer experiences.
    • Attention is about presence, storytelling, and meaningful origin stories, not just being loud; collaborations and origin stories are powerful ways to capture mindshare.
    • Anticipation is the hallmark of luxury: Think like a concierge, not a bellhop—anticipate client needs before they ask.
    • Personalization and customization are rooted in genuine curiosity and fascination with your customers—capture details and use them to create more tailored experiences.
    • Engage all five senses—luxury is often subtle, seamless, and easy; even digital businesses can use the language of the senses to stand out.
    • Experience audits (and mystery shopping) are practical ways to spot where your business falls short of luxury and to inspire your team to elevate every touchpoint.
    • In an automated world, human touches—like handwritten notes, personalized videos, or exclusive small events—are more valuable and memorable than ever.
    • Differentiation often comes from surprising luxury in unexpected places—when you deliver above-and-beyond experiences where clients least expect it.
    • Start small: Engage the senses, be truly present, and look for one way to add delight, anticipation, or a personal touch in the next 30 days.

    Great Moments (with Timestamps)

    • 01:17 – Redefining “Luxury” for Every Business
      Why luxury is both inclusive and exclusive—and always about feelings, not price.
    • 03:47 – What Does Luxury Really Mean?
      The five universal qualities: high quality, long lasting, unique, authentic, indulgent.
    • 04:36 – The Five Luxury Levers Explained
      From attention to advocacy, Neen’s elevation model for mindshare and market share.
    • 06:32 – Capturing Attention Through Origin Stories and Collaboration
      Why being present, telling powerful stories, and creative partnerships win in a noisy world.
    • 08:54 – Anticipation as the Hallmark of Luxury
      Learning from the concierge: how to anticipate needs and create wow moments.
    • 12:13 – Experience Audits and Mystery Shopping
      Practical ways to spot and fix gaps in your customer journey.
    • 15:48 – The Power of the Five Senses
      How fragrance, tactile experiences, and even digital “sense” can elevate your brand.
    • 17:37 – Human Touch in an Automated World
      Handwritten notes, personalized videos, and thoughtful gifts drive real connection.
    • 21:21 – Differentiation Through Unexpected Luxury
      Why luxury in “ordinary” businesses creates the most powerful word-of-mouth.

    Insights

    “Luxury is about making people feel seen, heard, and valued—no matter the price tag.”

    “Anticipation is what sets luxury apart; be curious, ask questions, and solve needs before they’re spoken.”

    “Engage the senses—luxury is as much about ease, atmosphere, and emotion as it is about products.”

    “In a digital and automated world, human touches and surprise-and-delight moments are your top differentiators.”

    “Start small: pick one luxury lever and look for ways to add a personal or sensory touch to your next customer interaction.”

    John Jantsch (00:01.464)

    Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and my guest today is Neen James. She is a globally recognized leadership and customer experience expert, sought after keynote speaker and author. She has worked with Fortune 500 companies and fast growth businesses alike, helping them turn ordinary interactions into extraordinary results with a focus on…

    Neen (00:06.681)

    is today is Neen James. She’s a globally.

    Neen (00:14.203)

    keynote speaker and author. She has worked with Fortune 500 companies and fast growth businesses alike, helping them turn ordinary interactions into extraordinary results with a focus on attention, intentionality, and luxury levers that we’re going talk about today. She’s passionate about making businesses more memorable, profitable, and impactful. And we are going to unpack her latest book, Exceptional Experiences by Luxury Levers to Elevate

    John Jantsch (00:26.592)

    attention, intentionality, and luxury levers that we’re going to talk about today. he’s passionate about making businesses more memorable, profitable, and impactful. And we are going to unpack her latest book, Exceptional Experiences, Five Luxury Levers to Elevate Every Aspect of Your Business. So Neen, welcome back.

    Neen (00:44.571)

    of your business, Dean, welcome back. G’day, what a treat it is to be back with you. It’s been a minute since we got to play like this.

    John Jantsch (00:52.682)

    That’s right. So you we need to start here, I think, because you kind of opened the book by saying, OK, let’s talk about this word luxury, what it actually is. Right. Because I think we think Ritz Carlton, we think Rolex, we think Mercedes, whatever. I’m not sure those are the most luxurious brands, but you get the point that that’s how people think. So if I’m an accounting firm or I’m a remodeling contractor, like what does luxury have to do with me?

    Neen (01:00.303)

    Mm-hmm.

    Neen (01:04.705)

    Sure.

    Neen (01:17.485)

    Yeah, think luxury is a divisive word, John. I think to your point, some people think it’s expensive or it’s elitist or it’s unapproachable. And yet I’m on this mission to really reframe and change the narrative around that. It’s my belief that luxury is both inclusive and exclusive. So inclusive, John, meaning I think luxury is for everyone every day. It’s just that our definitions of luxury are different. We can get into that.

    John Jantsch (01:20.492)

    Yeah, it is. Yeah.

    John Jantsch (01:24.439)

    Right.

    Neen (01:45.339)

    But I think it’s exclusive because we all have the privilege of being able to roll out a red carpet experience for our clients, for our team members. And so if you look at my body of work, you mentioned intentionality and attention. So if you think back through the books that I’ve already written, folding time, I said to the world, you can’t manage time, but you can manage your attention. And then I published Attention Pays, where I said it’s really intention that makes our attention valuable.

    And I had shared that attention’s about connection, right? And I see my new book, Exceptional Experiences, as the evolution of all of those things, because what I believe is that it’s really luxury is about the human connection, and now more than ever before in our digital AI world, John, I think we’re all craving that human connection. So really to me, luxury, what it means to me and what it means to you could be different. And so what I did was a research study on that.

    very topic. So even luxury as a word, John, it is one that we all need to kind of think about what it means to us personally and what it means to brands.

    John Jantsch (02:43.382)

    Yeah.

    John Jantsch (02:52.174)

    Yeah, and I think a lot of people jump immediately to, you know, gold plating or something. mean, you know, like the tangible things, right, of luxury. And I think I may have read this actually in your work. It’s really more, luxury is more of a feeling or how you make somebody feel, right? Or how whatever the product or purchasing the product makes you feel. And I think that that’s probably the, I mean, should we even say luxurious? Does that sound more like a feeling?

    Neen (02:56.951)

    Sure. Mm-hmm.

    in your work. It’s really more…

    Neen (03:07.803)

    Right. Yes.

    Neen (03:16.635)

    Should we even say luxurious? that sound more like a feeling? Yeah, and I think it is. But John, think too what makes you feel special and feels like luxurious to you could be different to someone else. But we all have this power. have this power to create these experiences for others, which is why the book has been called exceptional experiences, because I think one of the things that I did when I did this proprietary research study, the only one of its kind in the world.

    John Jantsch (03:29.678)

    I assure you it is. I assure you it is.

    Neen (03:47.131)

    While people have different versions of what luxury is, they have different mindsets, What they all agreed was that luxury could be defined as high quality, long lasting, unique, authentic and indulgent. Now, indulgent is the word that most people will be like, you know, some people are like, I don’t know if that’s me, but think about all the other four words, John. They could apply to leadership.

    John Jantsch (03:53.55)

    Mm-hmm.

    Neen (04:14.863)

    High quality, long lasting, authentic and unique. And so that’s truly how luxury is defined. So then what we do is we take it a step further and say, well, what does luxury mean for you? And that could be different.

    John Jantsch (04:26.73)

    Yeah. So, so also in the subtitle, five luxury levers, attention, anticipation, personalization, generosity, gratitude. Did I get that right?

    Neen (04:28.077)

    So also at the summer.

    Neen (04:36.771)

    Yeah, so we have taken these five luxury levers and what we’ve said is because of all the consulting that I do with global brands, whether it’s as a keynote or whether I’m confident to the CEOs working with their teams, what I realized was this experience elevation model, which is the framework is inside the book. You can all see that in the book is what I realized is.

    My CEOs are measured on two things. And so are so many of the small businesses listening to this or the marketing professionals. And that is they’re measured on mind share and market share. The model has been designed so that you do everything from capturing the attention of the clients you want to work with, right? Which as marketers, we always were in the attention business, right? How do we capture the attention? And so that is really top of mind. How do you really grab that mind share all the way through to the pinnacle of the model is how do you create

    advocates of those same people, which is really about driving revenue, which is about market share. So if you think top of mind, top of market, what my experience elevation model does inside the book, it’s just a framework that anyone can apply as you entice people to do business with you and invite them into your community. You get them excited about what you’re offering and then delight them with all the different ways you can do that. So you ignite them to be advocates. That’s the five luxury levers.

    John Jantsch (05:56.654)

    All right, so let’s unpack them, each of the words, can we? And you say lever, I say lever, I don’t know.

    Neen (06:01.168)

    Yeah!

    Let’s yeah, we can go with whatever makes you feel comfortable, but I know our listeners are probably saying, what did she say? Lever, lever. We can go with lever for today.

    John Jantsch (06:10.318)

    Okay, so attention is kind of a loaded word for marketers, know, right? Because it’s getting really noisy. There’s so many distractions because everybody’s trying to get our attention. So what are some practical ways that attention is more about being present rather than being loud?

    Neen (06:16.248)

    Mm-hmm.

    Neen (06:22.046)

    So noisy.

    Neen (06:32.634)

    Mm hmm. It is. I mean, John, think about it as marketers, we’re brilliant storytellers. But what I think we need to do is, and while the book does mention storytelling as a system of elevation, of course, because we need to be able to tell stories. One of the stories that can really capture people’s attention is origin stories.

    If you look to luxury brands like Chanel, if you’ve even walked into a Chanel makeup counter in your department store, every product, every piece of merchandise, every name is associated with Coco herself. And as the sales associate explains the name of that lipstick and why it is the way it is and that the merchandise has been designed like the staircase in her apartment in Paris.

    All of a sudden as a consumer, you’re like, I need that lipstick because I want to be closer to Chanel. So when it comes to attention, it’s not just about storytelling. It’s also about the origin story so that people get to understand why you as the small business owner, why you as the marketer are so passionate. But another system and a practical thing we talk about here as far as capturing attention, John, is being more collaborative and being very creative. Billy Carl-Samuel, one of my favorite champagne houses.

    They partnered with Hansman Seville Rowe, a bespoke suit tailor. Now, what do those two businesses have in common? Well, they share the same kind of clients, but what they were able to do was to create a tweed that was based on champagne. The white flowers, the white foam of champagne, the steel vats with the silver, the green leaves of the vines. And so they created a tweed based on their partnership that they then sold to their clients.

    So understanding that if we want to capture attention now, John, we have to do it in more creative ways through the origin stories, through the collaborations we have. But being present for some of us in the most practical sense is sometimes just putting our phone down. Sometimes it’s just actually looking at the person and saying hello and making them feel seen and heard. That’s a very easy way for all of us, no matter what business we’re in, to be more present.

    John Jantsch (08:39.624)

    I want to go to another one and we don’t have to unpack all five of these, but one that I thought was kind of curious or I’m curious about was anticipation as the hallmark of luxury. Can you maybe use an example of that one? Because the book is loaded with case studies.

    Neen (08:54.679)

    Yeah, I love this. Yes. When you think about it, the luxury lever, to use your word, of delight is, know, how do we anticipate needs that people don’t even know they have? And let’s think about this. If you, think too often as marketers, as small businesses, as managers of businesses, we act like the bellhop. And a bellhop in a hotel is vital. They move the bags quickly through the hotel lobby and up to your room and efficiency is key and it’s very transactional for them, right?

    But if you think about it, we don’t want to think like a bellhop. We want to think like a concierge. Because a concierge, John, they’re the most well-known revered position in a hotel. They’re the go-to person, which is what we want to be as a small business or a marketer, right? And what they do is they get us that ticket to that particular concert or that table. We couldn’t get that reservation, but here’s how a concierge is different. A concierge anticipates needs we didn’t even know we had.

    They make suggestions in our community or in the hotel or things we didn’t even know we wanted. But what that requires is a fascination. Luxury brands are genius at personalization and customization. Personalization is really about information and as marketers we have a lot of information data points. Customization is about connection. How do you connect in a deeper way to the clients who already love you or want to do business with you?

    But I think it is fascination that requires that anticipation. We have to be so curious about the people we want to serve, John, that we ask the extra questions, that we get to give them our undivided attention. So personalization, customization, fascination, this anticipation, we need to have systems in place to do that. We need to teach our team to be more curious.

    to spend more time, to capture those data points so we can use it in our conversations later. It might be the simplicity of a newsletter that you have and actually using the person’s name and capturing their first name in your sign up form so that that’s the simplest, easiest way and get it right so the spelling is correct. But let’s like.

    Neen (11:06.337)

    simplest form, we love the sound of our own name, John. You know, if you go into your coffee shop and they know your name or your favorite restaurant, you just smile a little bigger because someone saw you. That’s what anticipation is.

    John Jantsch (11:25.826)

    You know, it’s funny. mean, some of this is right out of, some ways is right out of how to win friends and influence people, right? It’s some of the…

    Neen (11:32.883)

    Dale Carnegie said it himself in the early 1900s when he wrote that book he says a person’s name is the sweetest sound and he was right back then and it’s as right today as it was back then because but the stealth message don’t tell anyone but the real message of this book John is how do you make people feel seen heard and valued luxury brands do that so so well my whole body of work is about how do you create these moments that matter for people

    And he had it right when he wrote that book, How to Win Friends and Influence People. And we all crave that.

    John Jantsch (12:13.41)

    You talk about something, because I’m sure there’s some people that are starting to say, okay, this is great. Like, how do we start kind of thinking this way or bringing this around? You talk about something you call experience audits. You want to kind of walk us through that?

    Neen (12:16.795)

    There’s some people that starting to say, okay, this is great. Like how do we start?

    something you call experience on it. Can you walk us through that? Yeah.

    It doesn’t matter, you don’t have to have a luxury product to provide a luxury level of service, right? So you could be running a mechanic shop. I use the same consulting model when I’m working with the emergency rooms for some of my hospital clients. So you can apply these five luxury levers at any business. It’s really about finding the system of elevation that makes the most sense for you and what you’re trying to achieve. But an easy experience audit is maybe you could even find out what the luxury points are not.

    doesn’t feel like luxury in your business if there’s too many forms to fill out, if the lines are too long, if there’s weeds in your garden, if there’s dusty old magazines in your reception area. It’s very easy to see and look around what’s not luxury, John. That’s a really easy starting point. I do encourage businesses, regardless of what type of business you have, to if you want to upskill your team to provide a more luxury level of service,

    Send them to a hotel lobby, give them a budget, get them to order a coffee and sit and observe what’s going on. Do they notice the way the staff move, they dress, they speak, the sounds, the smells, the touch points, the service they receive? Allow your team members to enjoy some luxury so they understand it and then get them to come back and debrief it with the team. What did they see, hear, smell, touch?

    Neen (13:48.74)

    What was all of the senses that were engaged in that experience so they can do an audit out into the world as well? I also really encourage my teams, the clients I work with to mystery shop, to mystery shop, have someone mystery shop their business. Now this is an old technique yet it’s still valid for today, right? Mystery shop your competitors, mystery shop, have someone mystery shop your business and then do a bit of a readout so the team get to hear.

    This was their experience. There’s so many ways you can do an experience audit.

    John Jantsch (14:21.218)

    You know, it’s funny, when I think back in hindsight, some of the best experiences, luxury experiences I’ve had, wasn’t, the place wasn’t trying to be that. They weren’t trying to put that on as like, we’re very, like you said, exclusive. They just did everything. In some ways you don’t notice luxury, right?

    Neen (14:26.485)

    experiences I’ve had. wasn’t, the place wasn’t.

    Neen (14:39.684)

    Yes, and it’s easy because one of the things that often is associated with luxury is ease. The Ritz has a, they have a preference that you only ever enter your information once. Now let’s think about this. Like I was at a hotel this week. I mean, I travel for a living. That’s my job. Some people drive, I fly. It’s the same thing.

    It’s just different form of commute. So I stay in a lot of hotels and every time I open my computer I had to add my hotel room and my name for the Wi-Fi I mean multiple times think of how often we open and close that computer and so the Ritz has got it right because they’re like Let’s just enter your information once so now the system says I see you. Mr. Jance I’m so glad that you’re back with us and then that’s all you have to do. So sometimes luxury is ease How do we make it really easy for people to do business with us?

    John Jantsch (15:08.419)

    Yes.

    John Jantsch (15:28.012)

    Yeah. So, all right. If you were going to, I loved, I love doing this to people that write books and they have like five key things or seven key things. And I asked them to pick the fit, not only their favorite, but like if somebody came to you and they probably do this at the end of a talk, right? Okay. That’s all great, Neen. But like, what’s the one thing I need to focus on like for the next 30 days, what would you tell them?

    Neen (15:41.532)

    If somebody came to you…

    Neen (15:48.419)

    Yeah!

    can tell you what my favorite thing is that often gets overlooked. And that is how do you really engage the five senses? Because John, we all know this, especially as marketers, that our sense of smell gives us a deeper emotional connection to a brand. We can smell a meal or a fragrance from someone who’s important to us and all of a sudden we’re transported back.

    Look at something like the Addition Hotels. They have a signature fragrance. If I walk into the Tampa Addition, the Madrid Addition, or the New York Addition Hotel, every time I know exactly where I am because they have a signature scent. I would invite people that regardless of what business you’re in, how do you engage the five senses? And if you’re a digital business, if everything’s 100 % online, think about how you’re using the language of sight and smell and touch.

    And think about how do you elevate that? Look at Ikea. 60 % of the purchases at Ikea are unplanned. Why? Because they deliberately appeal to all five senses. You smell the meatballs, you walk through the store, you touch the fabrics, you build it yourself. And then $500 later that you didn’t even know you needed to spend, you’ve got a whole lot of to-do list items because you’ve been shopping at Ikea. They’re geniuses at this. So I would say to people, start.

    with thinking how do we engage the senses in the lobby, the reception, the collaterals, all of those things.

    John Jantsch (17:14.83)

    I was going to ask you, not just digital businesses, mean, every type of business is using more automation. We’re using AI. We’re becoming more efficient. We’re in some ways distancing the customer. How do you take advantage of the fact that I think people are craving that more because they’re losing it?

    Neen (17:17.884)

    I mean, every type of business is using more automation. We’re using AI. We’re becoming more efficient.

    Neen (17:31.621)

    take it.

    Neen (17:37.966)

    Because I do things like I still write handwritten notes. I’m a big fan of a handwritten note. And so that’s an easy way to say to a client, we really appreciate doing business with you. And it costs me a stamp and two minutes of my time. I’m also a fan of sending like what I call lumpy mail. So like actual packages in the post so that someone opens it. Because if you get your mail at the end of the day, I don’t know about you, but all the white envelopes generally equal some sort of bill or invoice. So if I get something that feels like a present.

    John Jantsch (17:41.837)

    Yeah.

    John Jantsch (17:55.074)

    Mm-hmm.

    John Jantsch (18:05.878)

    or no, it’s a credit card application. It’s what it is. Yeah.

    Neen (18:07.708)

    It’s awesome. Okay, a credit card. There you go. There you go. So I think what we need to think about is how do we bring the human connection back into those opportunities? How about instead of just sending an email, what if you got out your cell phone and you shot a short video and sent a text message and said, I love doing business with you. By the way, we just got this new set of tires in. I think they’d be great for your car.

    John Jantsch (18:23.726)

    Mm-hmm.

    Neen (18:32.636)

    I just wanted to let you know about them. Here’s a picture of them. Send. imagine if we brought our voice, our human voice back into business through video messaging, through the text messaging, through voice notes. There’s so easy ways. It still feels like a system of elevation, but instead of just sending yet another email that’s going to land in someone’s inbox and get cluttered up by the 200 other emails they have, what if you leverage that personal touch?

    That’s the type of thing. If you see something and say, Hey, I saw this and I thought of you. That’s a very easy line to say to a customer. Like I see you, I hear you. know you’re important to me. That’s why I think luxury is about human connection.

    John Jantsch (19:16.204)

    Yeah. And I, and I do think, I mean, I personally recognize when somebody, I mean, it’s easy to hit, like you hit, you said send, you know, to 20,000 people at once, right? That’s why it’s appealing because you can do it. But, but yeah, I was going to say, but I, I, I personally noticed when somebody does something that I know they can’t automate.

    Neen (19:25.308)

    Right? That’s why it’s appealing. Sure, it’s efficient, but that’s thinking like a bellhop.

    I notice when somebody does that.

    Yes. And it’s more obvious now, John. And so when you think about it, if you really want people to pay attention to what you’re doing, you don’t want to be like everybody else. You want to think about, for example, I use pink, my brand is pink, if people didn’t know that, and you’re listening to this, I use pink mailers for books that I send out. Does it cost a little more? Sure. But when people get it, they say, I know it was from you immediately.

    John Jantsch (19:39.799)

    Yeah.

    Neen (20:02.33)

    because there’s a consistency of the brand, right? But I still have to ship things. So I most will just choose something that feels a little bit more unique. I hand write labels so that they know that it’s my handwriting that I took the time to send it to them. That’s why I like to write a handwritten note that you can’t order. I mean, you can, that’s not true. You can automate that kind of thing now, but I feel like we have to think about, especially those top tier clients that we’re have, that we’re serving.

    What is it that we’re doing for them? It could be the simplicity, John, of having a private event. Maybe, let’s say you’re working, going back to the tire shop example, you might be running a tire shop, which does not feel like luxury, but you know what you could do?

    You could open a little bit earlier for your top tier clients. They could meet the mechanics. They could explain more about the tires and the wheel balancing and how you take care of them and what to do in bad weather. And all of a sudden you’re getting more of an exclusive luxury experience from your local tire dealer. It doesn’t take a lot of thought, but it does take effort.

    John Jantsch (21:06.818)

    Yeah, it’s also interesting. mean, you expect a luxury experience from the bespoke tailor. mean, that’s sort of like that’s the bar of entry for them, right? So imagine this business that you’re not really expecting that from. What a differentiator, right?

    Neen (21:12.644)

    Of course.

    Neen (21:21.402)

    Yes and then because it’s so differentiated, the client can’t help but tell other people. We used a Tyler for a home project many years ago. I cannot tell you how many times I have referred that Tyler. They had perfectionism like I’ve never seen before. They cleaned up. They were so lovely, so polite, well groomed and

    People want that level of service from anyone who’s in their home, but this Tyler, he went above and beyond all of that. And so what I want people to think about is luxury, that connection point. What is it you could do to anticipate things? People didn’t even know they needed, therefore thinking more like a concierge. We can all do that. We just have to invest the time and energy to think about it in advance. Then you can systemize it.

    John Jantsch (22:06.336)

    And now we’re back to attention, aren’t we? So, Neen, I appreciate you taking a few moments to stop by. Where would you invite people to connect with you? Obviously, find out about your work and your latest book.

    Neen (22:08.152)

    Always about attention,

    Neen (22:19.328)

    Neenjames.com you can find out everything there. You can also download a free self assessment to find out what your own luxury mindset is. It’ll take you less than five minutes to do it. It’s free. So go to the website Neenjames.com grab your copy of the book and download the assessment.

    John Jantsch (22:33.824)

    Awesome. Well, again, I appreciate you taking a moment and hopefully we’ll run into you one of these days out there on the road.

    Neen (22:38.864)

    I would love that. Thank you for everything you do in the world, John.

    powered by

  • An Holistic Framework for Shared Design Leadership

    An Holistic Framework for Shared Design Leadership

    Picture this: You’re in a meeting room at your tech company, and two people are having what looks like the same conversation about the same design problem. One is talking about whether the team has the right skills to tackle it. The other is diving deep into whether the solution actually solves the user’s problem. Same room, same problem, completely different lenses.

    This is the beautiful, sometimes messy reality of having both a Design Manager and a Lead Designer on the same team. And if you’re wondering how to make this work without creating confusion, overlap, or the dreaded “too many cooks” scenario, you’re asking the right question.

    The traditional answer has been to draw clean lines on an org chart. The Design Manager handles people, the Lead Designer handles craft. Problem solved, right? Except clean org charts are fantasy. In reality, both roles care deeply about team health, design quality, and shipping great work. 

    The magic happens when you embrace the overlap instead of fighting it—when you start thinking of your design org as a design organism.

    The Anatomy of a Healthy Design Team

    Here’s what I’ve learned from years of being on both sides of this equation: think of your design team as a living organism. The Design Manager tends to the mind (the psychological safety, the career growth, the team dynamics). The Lead Designer tends to the body (the craft skills, the design standards, the hands-on work that ships to users).

    But just like mind and body aren’t completely separate systems, so, too, do these roles overlap in important ways. You can’t have a healthy person without both working in harmony. The trick is knowing where those overlaps are and how to navigate them gracefully.

    When we look at how healthy teams actually function, three critical systems emerge. Each requires both roles to work together, but with one taking primary responsibility for keeping that system strong.

    The Nervous System: People & Psychology

    Primary caretaker: Design Manager
    Supporting role: Lead Designer

    The nervous system is all about signals, feedback, and psychological safety. When this system is healthy, information flows freely, people feel safe to take risks, and the team can adapt quickly to new challenges.

    The Design Manager is the primary caretaker here. They’re monitoring the team’s psychological pulse, ensuring feedback loops are healthy, and creating the conditions for people to grow. They’re hosting career conversations, managing workload, and making sure no one burns out.

    But the Lead Designer plays a crucial supporting role. They’re providing sensory input about craft development needs, spotting when someone’s design skills are stagnating, and helping identify growth opportunities that the Design Manager might miss.

    Design Manager tends to:

    • Career conversations and growth planning
    • Team psychological safety and dynamics
    • Workload management and resource allocation
    • Performance reviews and feedback systems
    • Creating learning opportunities

    Lead Designer supports by:

    • Providing craft-specific feedback on team member development
    • Identifying design skill gaps and growth opportunities
    • Offering design mentorship and guidance
    • Signaling when team members are ready for more complex challenges

    The Muscular System: Craft & Execution

    Primary caretaker: Lead Designer
    Supporting role: Design Manager

    The muscular system is about strength, coordination, and skill development. When this system is healthy, the team can execute complex design work with precision, maintain consistent quality, and adapt their craft to new challenges.

    The Lead Designer is the primary caretaker here. They’re setting design standards, providing craft coaching, and ensuring that shipping work meets the quality bar. They’re the ones who can tell you if a design decision is sound or if we’re solving the right problem.

    But the Design Manager plays a crucial supporting role. They’re ensuring the team has the resources and support to do their best craft work, like proper nutrition and recovery time for an athlete.

    Lead Designer tends to:

    • Definition of design standards and system usage
    • Feedback on what design work meets the standard
    • Experience direction for the product
    • Design decisions and product-wide alignment
    • Innovation and craft advancement

    Design Manager supports by:

    • Ensuring design standards are understood and adopted across the team
    • Confirming experience direction is being followed
    • Supporting practices and systems that scale without bottlenecking
    • Facilitating design alignment across teams
    • Providing resources and removing obstacles to great craft work

    The Circulatory System: Strategy & Flow

    Shared caretakers: Both Design Manager and Lead Designer

    The circulatory system is about how information, decisions, and energy flow through the team. 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 where true partnership happens. Both roles are responsible for keeping the circulation strong, but they’re bringing different perspectives to the table.

    Lead Designer contributes:

    • User needs are met by the product
    • Overall product quality and experience
    • Strategic design initiatives
    • Research-based user needs for each initiative

    Design Manager contributes:

    • Communication to team and stakeholders
    • Stakeholder management and alignment
    • Cross-functional team accountability
    • Strategic business initiatives

    Both collaborate on:

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

    Keeping the Organism Healthy

    The key to making this partnership sing is understanding that all three systems need to work together. A team with great craft skills but poor psychological safety will burn out. A team with great culture but weak craft execution will ship mediocre work. A team with both but poor strategic circulation will work hard on the wrong things.

    Be Explicit About Which System You’re Tending

    When you’re in a meeting about a design problem, it helps to acknowledge which system you’re primarily focused on. “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) gives everyone context for your input.

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

    Create Healthy Feedback Loops

    The most successful partnerships I’ve seen establish clear 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.

    Muscular system signals to nervous system: “The team’s craft skills are advancing faster than their project complexity” → Design Manager finds more challenging growth opportunities.

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

    Handle Handoffs Gracefully

    The most critical moments in this partnership are when something moves from one system to another. This might be when a design standard (muscular system) needs to be rolled out across the team (nervous system), or when a strategic initiative (circulatory system) needs specific craft execution (muscular system).

    Make these transitions explicit. “I’ve defined the new component standards. Can you help me think through how to get the team up to speed?” or “We’ve agreed on this strategic direction. I’m going to focus on the specific user experience approach from here.”

    Stay Curious, Not Territorial

    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 people to care about the whole organism, even when they’re not the primary caretaker.

    This means asking questions rather than making assumptions. “What do you think about the team’s craft development in this area?” or “How do you see this impacting team morale and workload?” keeps both perspectives active in every decision.

    When the Organism Gets Sick

    Even with clear roles, this partnership can go sideways. Here are the most common failure modes I’ve seen:

    System Isolation

    The Design Manager focuses only on the nervous system and ignores craft development. The Lead Designer focuses only on the muscular system and ignores team dynamics. Both people retreat to their comfort zones and stop collaborating.

    The symptoms: Team members get mixed messages, work quality suffers, morale drops.

    The treatment: Reconnect around shared outcomes. What are you both trying to achieve? Usually it’s great design work that ships on time from a healthy team. Figure out how both systems serve that goal.

    Poor Circulation

    Strategic direction is unclear, priorities keep shifting, and neither role is taking responsibility for keeping information flowing.

    The symptoms: Team members are confused about priorities, work gets duplicated or dropped, deadlines are missed.

    The treatment: Explicitly assign responsibility for circulation. Who’s communicating what to whom? How often? What’s the feedback loop?

    Autoimmune Response

    One person feels threatened by the other’s expertise. The Design Manager thinks the Lead Designer is undermining their authority. The Lead Designer thinks the Design Manager doesn’t understand craft.

    The symptoms: Defensive behavior, territorial disputes, team members caught in the middle.

    The treatment: Remember that you’re both caretakers of the same organism. When one system fails, the whole team suffers. When both systems are healthy, the team thrives.

    The Payoff

    Yes, this model requires more communication. Yes, it requires both people to be secure enough to share 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 healthy and working well together, you get the best of both worlds: deep craft expertise and strong people leadership. When one person is out sick, on vacation, or overwhelmed, the other can help maintain 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.

    Most importantly, the framework scales. As your team grows, you can apply the same system thinking to new challenges. Need to launch a design system? Lead Designer tends to the muscular system (standards and implementation), Design Manager tends to the nervous system (team adoption and change management), and both tend to circulation (communication and stakeholder alignment).

    The Bottom Line

    The relationship between a Design Manager and Lead Designer isn’t about dividing territories. It’s about multiplying impact. When both roles understand they’re tending to different aspects of the same healthy organism, magic happens.

    The mind and body work together. The team gets both the strategic thinking and the craft excellence they need. And most importantly, the work that ships to users benefits from both perspectives.

    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 working well, both the mind and body of your design team are getting stronger.

  • From Beta to Bedrock: Build Products that Stick.

    From Beta to Bedrock: Build Products that Stick.

    I’ve lost count of the times when promising ideas go from being useless in a few days to being useless after working as a solution designer for too long to explain.

    Financial goods, which is the area of my specialization, are no exception. It’s tempting to put as many features at the ceiling as possible and expect something sticks because people’s genuine, hard-earned money is on the line, user expectations are high, and crowded market. However, this strategy will lead to disaster. Why, you see this:

    The fatalities of feature-first creation

    It’s easy to get swept up in the enthusiasm of developing innovative features when you start developing a financial product from scratch or are migrating existing client journeys from papers or phone channels to online bank or mobile applications. You might be thinking,” If I can only put one more thing that solves this particular person problem, they’ll enjoy me”! But what happens if you eventually encounter a roadblock as a result of your safety team’s negligence? don’t like it, right? When a difficult-fought film fails to win over viewers or fails due to unanticipated difficulty?

    The concept of Minimum Viable Product ( MVP ) comes into play in this context. Even if Jason Fried doesn’t usually refer to this concept, his book Getting Real and his radio Rework frequently discuss it. An MVP is a product that offers only enough significance to your users to keep them interested without becoming too hard or frustrating to use. Although the idea seems simple, it requires a razor-sharp eye, a ruthless edge, and the courage to stand up for your position because it is easy to fall for” the Columbo Effect” when there is always” just one more thing …” to add.

    The issue with most fund apps is that they frequently turn out to be reflections of the company’s internal politics rather than an knowledge created specifically for the customer. This implies that the priority should be given to delivering as many features and functionalities as possible in order to satisfy the requirements and wishes of competing internal departments as opposed to crafting a compelling value statement that is focused on what people in the real world actually want. As a result, these products can very quickly became a mixed bag of misleading, related, and finally unhappy customer experiences—a feature salad, you might say.

    The significance of the foundation

    What is a better strategy, then? How can we create items that are reliable, user-friendly, and most importantly, stick?

    The concept of “bedrock” comes into play in this context. The mainstay of your product is really important to people, and Bedrock is that. The foundation of worth and relevance over time is built upon it.

    The core must be in and around the standard servicing journeys in the retail banking industry, which is where I work. People only look at their existing accounts once every blue sky, but they do so daily. They purchase a credit card every year or every other year, but they at least once a month examine their stability and pay their bills.

    The key is in identifying the main tasks that individuals want to complete and therefore persistently striving to make them simple, reliable, and trustworthy.

    How can you reach the foundation, though? By focusing on the” MVP” strategy, giving convenience precedence, and working incrementally toward a clear value proposition. This entails removing unwanted functions and putting the emphasis on providing genuine value to your users.

    It also requires some nerve, as your coworkers might not always agree on your eyesight at first. And in some cases, it might even mean making it clear to clients that you won’t be coming over to their home and prepare their meal. Sometimes you may need to use the sporadic “opinionated user interface design” ( i .e. clunky workaround for edge cases ) to test a concept or to give yourself some room to work on something more crucial stuff.

    Realistic methods for creating financially successful products

    What are the main learnings I’ve made from my own research and practice, then?

    1. What issue are you attempting to resolve first, and why? For whom? Before beginning any construction, make sure your vision is completely clear. Make certain it also aligns with the goals of your business.
    2. Avoid the temptation to put too many features at once and focus on getting that right first. Choose one that actually adds price, and work from that.
    3. When it comes to financial goods, clarity is often more important than difficulty. Eliminate unwanted details and concentrate solely on what matters most.
    4. Accept constant iteration as Bedrock is a powerful process rather than a set destination. Continuously collect customer comments, make improvements to your product, and move toward that foundation.
    5. Stop, look, and listen: Don’t just go through with testing your product as part of the delivery process; test it consistently in the field. Use it for yourself. Move the A/B checks. User comments on Gear. Speak to the users of it and make adjustments accordingly.

    The foundational dilemma

    Building towards core implies sacrificing some short-term expansion potential in favor of long-term balance, which is an interesting paradox at play here. But the payoff is worthwhile because products built with a emphasis on bedrock will outlive and surpass their rivals over time and provide users with long-term value.

    How do you begin your quest for rock, then? Taking it one step at a time. Start by identifying the underlying factors that your customers actually care about. Concentrate on developing and improving a second, potent function that delivers real value. And most importantly, make an obsessive effort because, in the words of Abraham Lincoln, Alan Kay, or Peter Drucker ( whew! The best way to foretell the future is to make it, he said.