the ux + design process for salesforce.com communities
DESCRIPTION
From our user experience manager's perspective, learn what goes into designing the look and feel and the user experiences process when creating a Salesforce.com Community.TRANSCRIPT
UX + DESIGN APPROACH AND PROCESS FOR
SALESFORCE.COM COMMUNITIES
THINKING
DEVICES
FEELING
DOING
COLLABORATING
HEARING
UNDERSTANDING CONTEXT & VISION
Copyright © 2013 Rightpoint | Proprietary and Confidential 3
Context is everythingBUSINESS TECHNOLOGY PEOPLE
Copyright © 2013 Rightpoint | Proprietary and Confidential 4
One of the keys to a successful Communities project is an
understanding and aligning on the…
• Catalyst for change
• Problem space
• Measures of success
• Risks
Business Context
Copyright © 2013 Rightpoint | Proprietary and Confidential 5
Technology ContextOne of the keys to a successful Communities project is an
understanding and aligning on the…
• Integration
• Architecture
• Customizations
Copyright © 2013 Rightpoint | Proprietary and Confidential 6
People ContextOne of the keys to a successful Communities project is an
understanding and aligning on the…
• Goals
• Needs
• Challenges
• Tools
• Workflows
Copyright © 2013 Rightpoint | Proprietary and Confidential 7
Understand the Unifying VisionAn effective vision empowers and focuses a team with…
• Clarity
• Purpose
• Meaning
• Motivation
• Inspiration
DEFINING THE STRATEGY
Copyright © 2013 Rightpoint | Proprietary and Confidential 9
Supposing is good, but finding out is better.
- Mark Twain
Copyright © 2013 Rightpoint | Proprietary and Confidential 10
THINKING
DEVICES
FEELING
DOING
COLLABORATING
HEARING
KNOW YOUR USERS
Copyright © 2013 Rightpoint | Proprietary and Confidential 11
Map the connections
across people,
organizations, and
technology
EXPLORETHE ECOSYSTEM
Copyright © 2013 Rightpoint | Proprietary and Confidential 12
DISCOVERTHE OPPORTUNITIES
Pinpoint areas of
opportunity to
integrate Salesforce
Communities
DESIGNING THE SOLUTION
Copyright © 2013 Rightpoint | Proprietary and Confidential 14
COLLABORATIONAND BRAINSTORMING
Copyright © 2013 Rightpoint | Proprietary and Confidential 15
ITERATIVE PROTOTYPING
Copyright © 2013 Rightpoint | Proprietary and Confidential 16
DESIGN VALIDATION
Copyright © 2013 Rightpoint | Proprietary and Confidential 17
REVISIONS AND CROSS-DISCIPLINE HANDOFF
&
COPYRIGHT © 2014 RIGHTPOINT | PROPRIETARY AND CONFIDENTIAL 18
CHICAGO29 North Wacker Drive
4th Floor
Chicago, IL 60606
Ph 312.920.8383
DENVER1045 Lincoln Street
Suite 204
Denver, CO 80203
Ph 720.330.3000
DETROIT43155 Main Street
#2212C-2
Novi, MI 48375
Ph 248.255.4175
Taylor ReganUser Experience
Manager
Ph 773.456.9768