lecture 9: customer discovery

75
Duke ECE 490L: How to Start New Ventures in Electrical and Computer Engineering Poornima Vijayashanker [email protected] JeGlass [email protected] Akshay Raut [email protected] 1

Post on 17-Oct-2014

503 views

Category:

Technology


0 download

DESCRIPTION

In this lecture, Poornima covers best practices for identifying who customers are, creating personas, and conducting customer interviews. You can watch the lecture here: http://youtu.be/MdAyEMPq4cs

TRANSCRIPT

Page 1: Lecture 9: Customer Discovery

Duke ECE 490L: How to Start New Ventures in Electrical and Computer Engineering

Poornima [email protected]

Jeff Glass [email protected]

Akshay [email protected]

1

Page 2: Lecture 9: Customer Discovery

Review

Duke ECE 490L

• More on positioning!

• Digging into the Competitor

• Horizontal vs. Vertical Market

• Substitutes

• Secondary Markets

• Point Tool vs. Integrated Solutions

• Customer Discovery

2

Page 3: Lecture 9: Customer Discovery

Announcements

• Quiz 1 results coming soon!

• Questions on Lab 2?

Duke ECE 490L3

Page 5: Lecture 9: Customer Discovery

Agenda

Duke ECE 490L

• Customer Discovery

• Mental Models

• Customer Interviews

5

Page 6: Lecture 9: Customer Discovery

Duke ECE 490L

Still no building...

6

Page 8: Lecture 9: Customer Discovery

Duke ECE 490L

Customer Discovery Validation Customer CreationBusiness/Company

Formation

Early AdopterPricing Product

Distribution

Mainstream AdoptersMoney for Marketing

Market Research

8

Page 9: Lecture 9: Customer Discovery

Duke ECE 490L

Customer Discovery Validation Customer CreationBusiness/Company

Formation

Early AdopterPricing Product

Distribution

9

Page 10: Lecture 9: Customer Discovery

Test across various user segments.

Duke ECE 490L10

Page 11: Lecture 9: Customer Discovery

Duke ECE 490L

Mental Model of an early adopter.

11

Page 12: Lecture 9: Customer Discovery

Duke ECE 490L

Mental models give you a deep understanding of people’s motivations and thought-processes, along with the emotional and philosophical landscape in which they are operating.

Supplemental Reading: Mental Models

12

Page 13: Lecture 9: Customer Discovery

Duke ECE 490L

Mental Model per segment.

13

Page 14: Lecture 9: Customer Discovery

Duke ECE 490L

Understand the differences to bring clarity to design and product implementation.

14

Page 15: Lecture 9: Customer Discovery

Benefits of Mental Models

Duke ECE 490L

• Confidence in your design: guide the design of the solution

• Clarity in direction: make good user and business decisions

• Continuity of strategy: ensure longevity of vision and opportunity

15

Page 16: Lecture 9: Customer Discovery

Duke ECE 490L

How do you know the design is right?

16

Page 17: Lecture 9: Customer Discovery

Duke ECE 490L

Research.

17

Page 18: Lecture 9: Customer Discovery

Case Study: Frank Gehry Disney Hall

Duke ECE 490L

• Disney Hall: think about how people listen

• Worked closely with acoustician to produce BIG and small sounds

• Conductor thinks about on stage• Musician’s relationship to the room

18

Page 19: Lecture 9: Customer Discovery

Duke ECE 490L

Whole experience.

19

Page 20: Lecture 9: Customer Discovery

Duke ECE 490L

Pay attention to the entire spectrum of interactions customer will have, not just a single service or tool.

20

Page 21: Lecture 9: Customer Discovery

Duke ECE 490L

MM captures cognitive intent and emotion, social environment, and cultural traits of a concept.

21

Page 22: Lecture 9: Customer Discovery

Duke ECE 490L

What does that mean?

22

Page 23: Lecture 9: Customer Discovery

Duke ECE 490L23

Page 24: Lecture 9: Customer Discovery

Duke ECE 490L

Science + Intuition = communicate product info

24

Page 25: Lecture 9: Customer Discovery

Purpose of Mental Models

Duke ECE 490L

• Validate ideas and match them to needs of customers• Mental models capture

• Cognitive intent• Emotions• Social and culture traits of a concept

• Experience Strategy = Business Strategy + UX Strategy• Jesse James Garrett

25

Page 26: Lecture 9: Customer Discovery

Duke ECE 490L

How do we create a mental model?

26

Page 27: Lecture 9: Customer Discovery

Duke ECE 490L

1. Learn verbs of a customer.

27

Page 28: Lecture 9: Customer Discovery

Duke ECE 490L

e.g. Yoga studio owner

28

Page 29: Lecture 9: Customer Discovery

Duke ECE 490L

Teach yoga classes.Take attendance.

Schedule instructors.Ask students for payments.Owns or manages studio.

Performs back office tasks or business partner does.

29

Page 30: Lecture 9: Customer Discovery

Duke ECE 490L

e.g. Yoga instructor

30

Page 31: Lecture 9: Customer Discovery

Duke ECE 490L

Teach yoga classes 1-1.Teach yoga classes at a studio.

Teach yoga classes in corporations.May teach full-time or part-time.

Take attendance.Ask students for payments.

Travel to teach.

31

Page 32: Lecture 9: Customer Discovery

Duke ECE 490L

2. Create personas.

32

Page 34: Lecture 9: Customer Discovery

Personas Benefit Other Teams

Duke ECE 490L

• Marketing• Develop positions based on personas

• Sales• Communicate how product will meet needs of customers

• Engineering• Understand importance of building not for themselves but

for the customer by understanding customer’s needs

34

Page 35: Lecture 9: Customer Discovery

Personas Benefit Other Teams

Duke ECE 490L

• Focus on end goals & life goals• what a person wishes to accomplish• why a person wishes to accomplish something

• Create Segments• task based: people who do similar things but don’t necessarily buy the same

product• e.g. teens & seniors are both “movie-goers”

• Avoid traditional market segment traps• list distinguishing behavior• group behavior• name groups

35

Page 36: Lecture 9: Customer Discovery

Avoid Traditional Marketing Segment Traps

Duke ECE 490L

• List distinguishing behaviors: Sketch out all the ways many types of individuals might behave

• Group the behaviors: study these behaviors and put them into groups

• Name the groups: assign provisional labels to the groups

36

Page 37: Lecture 9: Customer Discovery

Duke ECE 490L

Multiple user segments, each has a different need.

37

Page 38: Lecture 9: Customer Discovery

Duke ECE 490L

Determining needs will help with design.

38

Page 39: Lecture 9: Customer Discovery

Duke ECE 490L

To determine needs we need to do user research.

39

Page 40: Lecture 9: Customer Discovery

Duke ECE 490L

User Research Types.

40

Page 41: Lecture 9: Customer Discovery

Duke ECE 490L

Data Technique Uses

PreferencesOpinions, likes, dislikes

SurveyFocus GroupMood Boards

Preference InterviewCustomer Feedback

Visual DesignBranding

Market AnalysisAdvertising Campaigns

EvaluativeWhat is understood or accomplished

with a tool.

Usability TestLog Analysis

Search AnalysisCustomer Feedback

Interaction FunctionalityScreen LayoutNomenclature

Information Architecture

GenerativeMental environment in which things

get done

Non-Directed InterviewMental Model

DiaryEthnography

Contextual Inquiry

Navigation & FlowInteraction Design

Alignment & Gap AnalysisContextual Marketing

41

Page 42: Lecture 9: Customer Discovery

Duke ECE 490L

Set goals relating back to customer discovery.

42

Page 43: Lecture 9: Customer Discovery

Duke ECE 490L

Personas come out of interviewing user segments.

43

Page 44: Lecture 9: Customer Discovery

Duke ECE 490L

Collect feedback and categorize customers.

44

Page 45: Lecture 9: Customer Discovery

Duke ECE 490L

Yoga Studio Owner/ManagerYoga Instructor

45

Page 46: Lecture 9: Customer Discovery

Duke ECE 490L

Some needs will be the same. While others have a stark contrast.

46

Page 47: Lecture 9: Customer Discovery

Duke ECE 490L

Results from interview will point out the general cases.

47

Page 48: Lecture 9: Customer Discovery

Interview Checklist

Duke ECE 490L

• How many of each audience segment to select• Demographics to select, if applicable• A qualification questionnaire for recruiters to use• Questions to make certain that the candidate is able to carry on a long enough conversation

• A schedule with available interview appointments• A list of qualifying candidates

48

Page 49: Lecture 9: Customer Discovery

6 Rules for Mental Models Interviews

Duke ECE 490L

1. Behaviors and philosophies, not product preferences2. Open questions only3. No words of your own4. Follow the conversation5. Not about tools6. Immediate experience

49

Page 50: Lecture 9: Customer Discovery

Open-Ended Questions

Duke ECE 490L

• Elicit more info• compared to yes/no

• Don’t bias answers• doesn’t distract their thinking

• Let’s people direct answers to what they think is important

• “Tell me more...”

50

Page 51: Lecture 9: Customer Discovery

Examples of Open-Ended Questions

Duke ECE 490L

• How did you do that? • How did you actually get that info? • So is that’s one of the things you’re doing right now? (Encouraging him to tell me more.)

• How do you keep up to date on the latest? • Can you mention a couple of examples? • Can you tell me…what are your next steps?

51

Page 52: Lecture 9: Customer Discovery

Duke ECE 490L

Find out as much as possible about the customer.

52

Page 53: Lecture 9: Customer Discovery

Digging Deeper into the Personas

Duke ECE 490L

• Where do they hang out?• What do they read?• Who influences them? Or recommends products?

53

Page 54: Lecture 9: Customer Discovery

Duke ECE 490L

Interview results.

54

Page 55: Lecture 9: Customer Discovery

Duke ECE 490L

3. Comb for tasks.

55

Page 56: Lecture 9: Customer Discovery

Duke ECE 490L

Type of Task Definition

Task a phrase setting an action or step to accomplish something.

Implied Taska not-so-clear phrase implying an action “Every class students come in and we need to check them in."

Third-Party Task a phrase that mentions a task someone else does “My front desk person checks students in.”

Philosophya phrase stating a belief of why tasks are done a certain way “Taking attendance should be fast and easy.”

Feelinga phrase describing a person’s feelings “When all students are checked in I know classes run smoothly.”

56

Page 57: Lecture 9: Customer Discovery

Duke ECE 490L

Interest Level Definition

Preferencea phrase stating a person’s likes or dislikes “I don’t like asking students for money right when they check-in.”

Desire a phrase stating what the person wants “I wish students would just pre-pay for classes.”

Expectationa belief that something will happen “I think students will know how to pre-pay for classes.”

57

Page 58: Lecture 9: Customer Discovery

Duke ECE 490L

Quote Task Type of Task

“I need to stay organized to keep my business on-track.”

Would feel business is going well if they were more organized. Desire

“I take attendance before each class.” Takes attendance. Task

“Tracking attendance and letting students see it keeps them honest about paying on time.”

Believes taking attendance keeps students honest. Feeling

58

Page 59: Lecture 9: Customer Discovery

Duke ECE 490L

What’s the point?

59

Page 60: Lecture 9: Customer Discovery

Duke ECE 490L

Customer Discovery Validation Customer CreationBusiness/Company

Formation

60

Page 61: Lecture 9: Customer Discovery

Duke ECE 490L

TasksWhat customers do that

you might want to design a solution for.

Desire, Feelings, Preference, Expectations Characterizes level of need.

61

Page 62: Lecture 9: Customer Discovery

Duke ECE 490L

4. Match personas to tasks.

62

Page 63: Lecture 9: Customer Discovery

Duke ECE 490L

Yoga Instructor Teaches yoga.

Takes attendance.

Asks for payment.

Yoga Studio Owner Teaches at one studio.

Travels to teach yoga.

63

Page 64: Lecture 9: Customer Discovery

Duke ECE 490L

5. Look for patterns.

64

Page 65: Lecture 9: Customer Discovery

Duke ECE 490L

Track Attendance

Inform Students about Membership

Status

Take Payments

Task: Takes attendance before classes.

Task: Informs students they are expired.

Task: Teaches students yoga.

Desire: Get paid on time to stay in business.

Desire: Students would pre-pay.

Preference: Doesn’t like asking students to pay right when they check-in.

Task: Takes payments from students.

Desire: Wants to teach more.

Preference: Likes interacting with students.

Preference: Doesn’t enjoy doing mundane business tasks.

65

Page 66: Lecture 9: Customer Discovery

Duke ECE 490L

6. Tasks become “stories”.

66

Page 67: Lecture 9: Customer Discovery

Duke ECE 490L

Persona + what is it they are doing = accomplish a goal.

67

Page 68: Lecture 9: Customer Discovery

Duke ECE 490L

As a yoga studio owner, I’d like to take attendance as students check-in to class.

Example:

68

Page 69: Lecture 9: Customer Discovery

Duke ECE 490L

As a yoga instructor, I’d like to keep track of the students I teach privately.

Example:

69

Page 70: Lecture 9: Customer Discovery

Duke ECE 490L

As a yoga business person, I’d like to keep track of the my students memberships.

Example:

70

Page 71: Lecture 9: Customer Discovery

Duke ECE 490L

As a yoga business person, I’d like to get paid on time so that I can stay in business.

Example:

71

Page 72: Lecture 9: Customer Discovery

Duke ECE 490L

7. Stories feed into features.

72

Page 73: Lecture 9: Customer Discovery

Duke ECE 490L

Features fit into product implementation.

73

Page 74: Lecture 9: Customer Discovery

Duke ECE 490L

More details in next lecture!

74

Page 75: Lecture 9: Customer Discovery

Review

Duke ECE 490L

• More on positioning!

• Digging into the Competitor

• Horizontal vs. Vertical Market

• Substitutes

• Secondary Markets

• Point Tool vs. Integrated Solutions

75